From chaos to clarity, navigate your team's future together
Clear Path Forward is one of a number of tested workshop sequences that transforms scattered ideas/efforts into strategic action plans. Designed for teams facing complex challenges or strategic crossroads, this workshop delivers concrete next steps within a short period of time. Key benefits include:
- Unified direction
Aligns your team around prioritized goals with clear success metrics everyone understands - Mapping obstacles
Identifies specific roadblocks and creates targeted strategies to overcome them - Practical roadmap
Provides a clear plan with accountability, timelines, and measurable milestones
Perfect for product teams needing to prioritize features, leadership groups aligning on strategy, or cross-functional teams tackling shared challenges. Includes activities and checkpoints before and after to ensure momentum continues.
Workshop overview: what to expect
The Clear Path Forward workshop — also known as decision/action, quick fix and go — focuses the team’s efforts on defining goals, identifying roadblocks, and creating a cohesive plan. Through guided exercises and facilitated discussions, your team will gain clarity, align on priorities, and establish a clear path forward.
This workshop is adaptable to various time lengths, making it flexible for teams needing a quick session or a more in-depth experience. Ranging from 45 min to 150 min.
- Download Clear Path Forward workshop agenda PDF
Detailed benefits
How it might work for your team
Enhanced team alignment
Open communication methods, working alone together, breaking down silos, and aligning all team members with a say in the process.
Structured problem-solving
Uses frameworks like "Sailboat" and “How Might We” questions to dive deeper, pinpointing root causes and developing actionable solutions.
Accountable action plan
Participants leave with a structured plan through "What, who, when," complete with measurable steps for follow-through.
Sustainable growth strategy
Builds a tailored roadmap that balances immediate needs with long-term goals, setting your team up for success in their next steps.
Case study
With a promising but undefined vision, we partnered with a leading dental insurance company to explore a smart toothbrush initiative aimed at improving policyholder health outcomes. Inspired by the success of wearable health devices, the client sought to leverage smart toothbrush technology to enhance oral care, boost engagement, and develop a rewards system for users willing to share brushing data.
In the first two weeks, we launched a series of workshop activities using the Clear Path Forward sequence, adding a collaborative activity around sketching the ecosystem. Guiding a cross-functional team remotely through Miro boards for synchronous and asynchronous collaboration, we helped the team define objectives, align on user needs, and clarify the broader business context.
As a result of our work together, key insights included:
- Dental health paradox
While most Americans value oral health, daily practices fall short of recommended standards. - Intention vs. action gap
Many plan to improve oral care, yet fewer follow through. - Holistic approach
Sustainable dental health requires both professional care and user empowerment.
After six more weeks of work together, final deliverables included a proof of concept (POC), design library, gamification concepts, and a strategic roadmap for next steps.
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Reach out for more information and context, let's grab a quick chat about what you're looking for in terms of specific outcomes.
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