Clear Path Forward

Clear Path Forward is one of several tested workshop sequences designed to create actionable, strategic plans and unlock team potential. By eliminating ambiguity, building alignment, and equipping your team with a practical roadmap, this workshop ensures targetted success. Key benefits include:

  • Focus on alignment: Unites the team around shared goals and objectives
  • Accelerated problem-solving: Quickly identifies and addresses key challenges with proven methods
  • Actionable roadmap: Provides a clear plan with accountability, timelines, and measurable milestones
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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.

Clear Path Forward – single

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.

Read more here

Select workshop methods, project case studies

1-hour Power HourWorkshop method
Getting UnstuckWorkshop method
Utility company sprintsProject case study
Smart toothbrush POCProject case study
Goals That StickWorkshop method
Design Sprint 2.0Workshop method

How might we begin?

Ready to see how this works for you? Schedule an initial consultation, and let’s map it out. Together, if we work in tandem.

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