%20(1)%20(1).png)
Because sometimes what’s unclear isn’t capability - it’s direction.
Client at a Glance
Organization: Anonymous (Engineering & Manufacturing Firm)
Industry: Industrial Manufacturing – Subsurface Flow Technologies
Engagement Type: Strategic Planning Facilitation (Full-Day Session + 1:1 CEO Support)
Focus Areas: Leadership Alignment • Growth Strategy • Operational Focus • KPI Development
The Backdrop
This engineering-led organization had earned a reputation for technical excellence and rapid response. But internally, that same strength was leading to burnout. Constant firefighting, overloaded projects, and inconsistent decision-making had fragmented their leadership rhythm.
With revenue goals increasing and stakeholder pressure mounting, the executive team realized it was time to move from instinct-driven hustle to intentional growth.
The Turning Point
The full-day strategic planning session brought clarity, accountability, and cohesion:
The leadership team aligned around a shared vision, supported by standardized decision-making criteria and financial targets.
Individual Working Genius assessments exposed communication breakdowns and collaboration blind spots.
Strategic anchors and goals were defined to guide product development, team structure, and capital use.
The result? The team left the room with not just agreement—but commitment.
“Hannah knocked our Strategic Planning off-site out of the park! She was the spark we needed to find our path. Everyone on the leadership team felt confident and safe as she engaged us with tough questions. We are clear and focused because of you." ~Case Nienhuis, CEO, Tejas Research & Engineering
What We Did Together
The facilitation process included 1:1 prep time with the CEO, in-depth Working Genius analysis, and a full-day session focused on strategic clarity. I led the team through a diagnostic of internal strengths and constraints, then moved into solution-mode:
Defined strategic anchors to guide decision-making
Prioritized growth strategies aligned with capital position and operational capacity
Aligned individual leaders to cross-functional initiatives and measurable outcomes
Set expectations for meeting cadence, reporting structure, and budget adherence
This wasn’t a whiteboard session. It was a strategy realignment and cultural pivot.
The Impact
This organization emerged from the process with:
Leadership clarity and shared ownership of execution
A plan aligned with financial benchmarks and operational strengths
KPIs and rhythms introduced to track performance and flag critical adjustments early
Renewed energy and collaboration among senior leaders
Key Results
Strategic anchors established to guide growth and filter distractions
KPI mindset adopted to support proactive decision-making
Leadership roles realigned based on capability and collaboration insights
Defined roadmap for margin improvement and long-term growth
Sound Familiar?
You’re not the only high-performing team stuck in reactive mode.