Executive Workshops

Accelerate strategy and alignment through facilitated workshops designed for tangible outcomes and board‑ready materials. Each workshop is customized to your strategic challenges with clear owners, milestones, and metrics.

Tiers & Investment

Essentials: $8k–$15k

Duration: Half‑day (4 hours)
Capacity: Up to 15 participants
Focus: Single topic or challenge area
Deliverables: Workshop presentation deck, executive summary
Post-workshop support: 30 days of email support for implementation questions (48-hour response time)
Prep time: 2 weeks from scoping call to workshop delivery (accounts for executive scheduling)

Executive: $18k–$30k (Most Popular)

Duration: Full‑day (8 hours)
Capacity: Up to 25 participants
Focus: Multi-faceted strategic challenge or transformation initiative
Deliverables: 10–15 page executive brief, choice of board presentation deck OR readiness audit, 90-day action plan
Post-workshop support: 90 days of implementation support including two 45-minute follow-up calls (scheduled at 30 and 60 days)
Prep time: 4 weeks from scoping call to workshop delivery (includes stakeholder interviews and document review buffer)

Transformation: $40k–$65k

Duration: 2‑day intensive (16 hours total)
Capacity: Up to 40 participants
Focus: Enterprise-wide transformation or major strategic pivot
Deliverables: 30–50 page strategy document, board presentation deck, capability blueprint, readiness audit, 90-day action plan with milestones
Post-workshop support: 90 days of Slack-based support plus six 60-minute follow-up calls (bi-weekly for 12 weeks)
Prep time: 6-8 weeks from scoping call to workshop delivery (realistic for enterprise complexity and multi-stakeholder coordination)

Price Variance Factors:
Within each tier, final pricing depends on:

Geography: Bay Area/NYC +20%; international +25% (travel at cost)
Industry complexity: Highly regulated (healthcare/finance) +15% for domain expertise
Customization: Heavy pre-workshop stakeholder interviews +10%; custom frameworks +15%
Urgency: Delivery <2 weeks +25% for expedited preparation
Participant overage: See participant management policy below

Participant Management:

Tier capacities are firm: Essentials max 15; Executive max 25; Transformation max 40
Overflow pricing: +$500/additional participant up to 20% over capacity (e.g., Essentials can expand to 18 max)
Beyond 20% overage: Re-tier to next level or split into multiple workshops
Observers: Non-participating observers (C-suite drop-ins) don't count toward limit if <30 min attendance
Virtual attendees: Count toward participant limit; hybrid workshops require additional +$2k–$5k for A/V setup

In-person delivery strongly preferred for Executive/Transformation tiers (travel expenses at cost).

Engagement Structure

Pre-Workshop

Scoping call to define challenge areas and desired outcomes (1 hour included)
Stakeholder interviews: Essentials 0–2; Executive up to 5; Transformation up to 8
Pre-read materials and alignment on success criteria
Confirmation of participant list and roles

Workshop Delivery

Facilitated sessions with breakout activities
Real-time collaboration and decision-making
Owner assignment for action items with accountability framework
Recording allowed for internal use only (no external distribution)

Post-Workshop

Delivery of all agreed materials within 7 business days of workshop completion
Follow-up support window begins at material delivery date
Implementation tracking calls scheduled at agreed intervals

Cancellation & Rescheduling

We understand business priorities shift. To protect preparation investments on both sides:

Notice >4 weeks: Full refund minus $2k for scoping/prep work completed
Notice 2–4 weeks: 50% refund (prep work underway; harder to reallocate capacity)
Notice <2 weeks: Reschedule within 90 days (additional $3k–$8k for re-prep) or forfeit payment (opportunity cost too high)
Major organizational change: Acquisition, CEO departure, or strategic pivot creates natural pause point,we'll work with you to reschedule within 6 months at no additional charge

Intellectual Property & Confidentiality

Workshop deliverables: All materials created specifically for your workshop (decks, briefs, action plans) are client property
Frameworks & methodologies: Blue Fermion retains ownership of general frameworks, facilitation approaches, and templates
Pre-existing IP: Client acknowledges workshop draws on consultant's accumulated knowledge across multiple industries
Client modifications: Client may adapt workshop materials for internal use; external distribution or commercialization requires attribution and license negotiation
Joint frameworks: New frameworks co-developed during workshop default to 50/50 ownership; client may use for internal purposes, Blue Fermion may apply to other clients
Confidentiality: Mutual NDA standard; your strategy, financials, and competitive intel remain confidential
Recording rights: You may record for internal use only; no external distribution or public sharing without permission
Transcripts: If workshop is transcribed, transcript ownership follows same rules as recording (internal use only)
Participant contributions: Workshop participant ideas remain client property; Blue Fermion may not implement for other clients without anonymization
Benchmark data: Blue Fermion may use anonymized aggregate insights across workshops for industry thought leadership; client-specific data requires written permission
Case study rights: Blue Fermion may reference workshop format and outcomes in anonymized case studies; client receives 60-day review window before publication

Post-Workshop Support Scope

In scope:

Clarifying workshop content and recommendations
Tracking implementation progress against the 90-day plan
Addressing blockers within the agreed scope
Answering questions about deliverables and frameworks presented

Best served through other engagements:

New strategic questions: Consider follow-on workshop or Advisory engagement for emerging challenges
Scope expansion: Let's discuss whether current support accommodates new needs or if additional workshop makes sense
Implementation support: Build Sprints or Advisory engagement better suited for hands-on execution
Ongoing strategic guidance: Quarterly Engagement Program ($8k–$12k/quarter) provides sustained support

Your role in success: You know your organization best,you'll lead internal stakeholder alignment and implementation while we provide frameworks, guidance, and accountability support.

What You Get

All tiers include:

Customized, facilitated workshop sessions
Board‑grade deliverables (tier-specific)
90‑day action plan with clear owners and milestones
KPI framework and success metrics
Post-workshop implementation support (duration and format vary by tier)

Scope Boundaries

Workshop preparation includes:

1-hour scoping call
Review of provided strategy documents
Stakeholder interviews (Executive/Transformation: up to 5; Essentials: 0–2)
Custom workshop design and materials

Not included:

Travel outside continental US (quoted separately)
Recording or transcription services (you may record for internal use)
Follow-on workshops (available as add-on or new engagement)
Hands-on implementation support (see Build Sprints or Advisory)

Best For

Teams preparing for board approval or budget allocation
Cross‑functional alignment on AI/data strategy
Enterprise‑grade transformation initiatives
Organizations needing rapid strategic clarity and executable roadmap
Leadership teams ready to commit to implementation post-workshop

Optional Extensions

Quarterly Engagement Program: $8k–$12k/quarter (three monthly 60-minute calls + async email support) to maintain momentum beyond 90-day window
One‑time deliverables (Essentials/Executive tiers only): Board blueprint deck (+$10k–$12k), Readiness audit (+$12k–$15k), or both (+$18k–$22k)

Next Steps

Book a free 30-minute scoping call to discuss your challenge and confirm the right workshop format: /book?type=workshop