A two-day offsite that united 60 marketing leaders and set the full team in motion.

Overview

Industry: FinTech

Scope: 60 marketing leaders impacting a 300-person organization

My Role: VP, Marketing Operations + Chief of Staff to CMO

Focus Area: Leadership Alignment, Strategic Planning, Organizational Development

Context: We brought together 60 marketing leaders (many newly promoted) for a two-day offsite focused on strategy, trust, and alignment. The goal: turn 60 individual departments into one united leadership team.

When leaders align as a first team, clarity cascades. The alignment at the top became the foundation for how 300 marketers worked, communicated, and delivered results.

The Challenge

The marketing organization had ambitious goals but no shared roadmap for how to get there. Leaders were new to their roles, priorities were competing, and confidence in the bigger picture was low.

Without alignment across marketing leadership, 300 team members were left navigating mixed messages and shifting priorities.

We needed to unify direction, build trust among peers, and create a plan leaders could actually execute.

The Solution

I designed and facilitated a two-day leadership offsite centered on both strategy and connection, anchored in Patrick Lencioni’s First Team concept, which emphasizes leading as one cohesive team rather than separate departments.

Together, we:

• Defined shared outcomes and success metrics for the year ahead

• Facilitated OKR sessions to align priorities and measure what matters

• Led team-building sessions focused on trust, communication, and accountability

• Partnered with CMO to clarify expectations and decision rights

• Created follow-up playbooks and next-quarter priorities to sustain alignment

Every discussion, activity, and deliverable reinforced one core idea: leadership alignment drives organizational clarity.

When leaders align, momentum follows.

The Results

→ 60 marketing leaders aligned around a unified strategy and measurable goals

→ 300 team members gained clarity, consistency, and focus across initiatives

→ Stronger trust and collaboration across marketing functions

→ Clear ownership and decision-making cadence established

→ Leadership confidence and engagement increased, reflected in follow-up pulse surveys

Skills Applied

• Strategic facilitation & offsite design

• Organizational psychology & leadership development

• Communication & alignment frameworks

• Change enablement & executive storytelling

• Team dynamics & culture building

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Planning your next leadership offsite or annual strategy session? Let’s make it more than a meeting.

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Whenever You’re Ready, Here Are 3 Ways We Can Work Together:

1. Follow Me on LinkedIn. For insights on leadership, clarity, and getting the most out of the Chief of Staff role. Follow along for quick hits and real talk about making work work.

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3. Collaborate With Me. Work with ambitious leaders, too? Let’s dream up a win-win: podcasts, panels, trainings, or creative partnerships that help more people lead well and live well.