Strategy Session for Products: Building a 1–5 Year Plan to Hit Goals or Design a New Future
Methodologist Georgy Shchedrovitsky developed a way to organize a team’s thinking and actions so it can deliver large, complex projects. I built my strategy session format on these principles. In this article, I explain how the session works and what a company gets at the end.
Why a strategy session matters — and what happens there
To work on big projects, you first need to pause and design the future. If you only follow trends, the project may either never happen — or it will happen with major difficulties and not in the form you originally planned.
The reason is simple: we’re standing at the edge of a new industrial revolution. Old rules stop working, and new rules are still being created. The winners are the projects that shape those rules. Strategy sessions are where teams do exactly that.
Most teams are good at day-to-day execution and quick results. But sometimes there is no shared understanding of where the company is going:
- what Point A looks like today and what future the company wants;
- what context the company will operate in — and whether it plans to influence it;
- what each department must do to reach Point B.
So what’s the real difference between these two pictures? In the “right” one, at Point A the team first builds a shared view of:
- the single context of the company;
- how departments connect and communicate to each other;
- what roles people play inside departments.
Only then does everyone start to shape Point B — and design the context they want to end up in.
Planning the future: small company vs. big company
The approach differs depending on how many resources you have.
| A product with limited resources | A product with a lot of resources |
| Often follows external trends. Treats the existing context as the “rules of the game” for the next year. | Can hold a position longer and set the context for the whole market. Often builds strategy for 3–5–10 year. |
Take Elon Musk’s Neuralink: a chip implanted in the head that lets you control a computer with your thoughts. It has been tested on paralyzed people — and it works. It’s possible that in 10, 20, or 30 years many of us will use such chips. Musk is shaping the context we may all live in.
A key step: define Point A metrics through a company funnel
An important part of the session is to define your current metrics at Point A. The easiest way is a shared company funnel, where each conversion is owned by a specific department. Even if the company has no historical data, you can still assume a funnel to make the goal measurable.
When the funnel is ready, you can focus on three things:
1. Create a list of projects that can significantly improve conversion between stages and key metrics. These are not just operational tasks — they are new initiatives. For example: a new client acquisition approach, a new market segment, a new process.
Projects are designed for specific funnel stages. Moving stage by stage, we:
- make sure we covered all key parts of the business, which helps us generate more ideas;
- discuss ideas tied to a specific stage, not in general terms;
- we’ll rank the projects and focus on the ones most likely to benefit the company.
2. Check if the projects are good enough to reach the strategic goal. Maybe you need a fundamental shift and must rethink how the system works.
Example: when I built an office rental service, we started with an ad-based model. At some point, we realized it couldn’t scale results fast enough. We created a new approach that didn’t exist in the market: we began closing brokerage deals remotely. The company increased revenue 5x in two years.
3. Define success metrics. Founders might name top-level numbers — revenue, market share, etc. Then the team builds the funnel from the bottom up and clarifies how each department will move toward the goal.
How Shchedrovitsky’s approach turns strategy into results
The approach fits into four steps.
Step 0. Build a map for a new project
If you already found your market, go to the next step. But if you’re planning a big, long project (3–5 years), first map it and answer key questions:
- What future does the organization want to live in, and how do you see it?
- Can the organization design that future?
- How does the organization act, and what is its role?
- How does the organization deliver value — what problem does it solve?
Step 1. Think of your project as a funnel
Map the business as a funnel, align on one North Star Metric so everyone shares a clear view of what matters most.
Step 2. Each department prepares in advance
Each department:
- describes the context, object, and role of key people in deparment;
- fills in Point A data for its part of the funnel;
- prepares a plan with obvious solutions to save time during group discussion.
Step 3. Run a shared meeting
First you set the overall frame for the session. Then each department presents its Point A and Point B.
Then the team describes the projects at a high level so everyone understands their purpose and value in the same way. At this stage, we don’t go into details, so we don’t spend too much time discussing one idea. During other teams’ presentations, people add important facts and clarifications, and if you already have a working business model, this kind of discussion usually takes about 95% of the whole strategy session. If you’re just starting out, you’ll spend more time defining point B.
Six principles and a quick glossary
Before we go into each principle, let’s align on terms.
Imagine a factory line. Today it is assembled as-is — that’s Point A. In a year, it should run faster and more stable — that’s Point B. Each machine has an input, output, and a handover point. If you mix up operations, the line stops. If you set the handover and order correctly, speed and quality grow.
Teams work the same way: we take work from neighbors, do our part, hand it over — and we can see where effect is lost on the path from Point A to Point B. Sometimes you just need better handover discipline. Sometimes you need to rebuild part of the “line” so the move to Point B can really start.
| Term | Definition | Example |
| Points A and B | A is the current state; B is the desired state. | Average client launch time is 120 days (A). Target is 90 (B). The team forecasts, rebuilds the process, and agrees on cross-team projects to hit the goal. |
| Context | The situation in which the company’s activity unfolds. | Sales and marketing saw the situation differently. After discussing the shared context, they built a fuller picture of where the company stands and how to use trends. |
| Person | A person’s role inside the organization, visible as a network of connections in real work. | The marketing head could invent and test new acquisition methods, but had no time because of operations. After defining their Point A and Point B, the team created a project to reorganize that person’s work. |
| Reflective position | An “above the action” position: stepping out of your role, context and organisation. | Marketing takes traffic and outputs qualified leads → sales takes leads and outputs a service package → the client starts using the product. |
| Action position | Participants come ready to take responsibility for execution, not just dream or complain. | “Let’s build an AI support bot: it can solve 60% of tasks while keeping NPS as high as with humans support. I know how to start.” |
| Self-movement | Internal activity and motion of a system or person. Management is only possible when there is self-movement. | Anton is interested in AI and product and has suggested ideas. He may be ready to lead a project that matches his interests. |
| Management | Influencing a moving object by using its own movement to reach the organization’s goal. | We choose a project and check it supports the goal. Knowing the trajectory of self-movement, we adjust course so the project doesn’t drift away. |
| Work assembly | How scattered tasks become one flow from request to result. | Request → qualification → demo → proposal → contract → launch, with named owners. |
| Schematization | Putting the situation on a board as a scheme. It helps build a shared language: key elements, connections, and how the scheme links to the goal. | The goal was higher margins. When the acquisition system was mapped, it became clear current channels can’t deliver clients at the needed cost. The team invented a new acquisition method. |
| Organization / object | Describing how elements are assembled into a whole and what connections bind them. | In sales, a Business Developer did partners + closing + client support. Two problems: losing clients when BD quits; hard to measure BD efficiency. After analysis, the team split roles: SDR (attraction), BD (signing), Accounting (relationship growth). |
| Owner | The person accountable for a specific area and its metric. | Sales lead owns qualification. |
Principle 1. The future isn’t something that happens — it’s made from the position you choose to take
Core idea. You don’t need to guess the future — you can build it. To do that, you take and hold a position to “pull” the market into the reality you want (think Nike and sports culture, or Amazon and one-day delivery). The team chooses Point B and acts instead of chasing trends. This matters even more in the AI era, where new norms are still being set — and the future belongs to those who set them.
Business questions it answers
- What position do we hold so the desired future becomes real?
- What external conditions can we use to our advantage?
- What opportunities and projects must we create to “bring” the future closer?
- What should we refuse to avoid chasing hype?
How it works in the session
- Fix Point A and construct Point B.
- Map key elements of the future reality: the company’s core purpose, the rules of the game, critical assumptions.
- Turn the position into strategic “yes/no” choices and a set of key projects.
- Align departments into one movement toward Point B.
Impact
- The team stops chasing trends and starts setting new rules in its niche.
- Functions align into one trajectory, reducing waste.
- Focused action speeds up results.
Principle 2. Reflection is a position “above” action
Core idea. Stepping above operations lets you see the activity map, the gaps between Point A actions and Point B goals — and then build a focused plan.
Business questions
- Are we doing the wrong things right now? What is truly priority?
- Which processes and projects are “weeds” that must be removed?
- Which market signals matter — and what should we ignore to stay on course?
How it works
- Set the time horizon: how far ahead you plan.
- Look at the company across organization, people, and context. Fix Points A and B across these layers.
- Identify gaps and form projects needed to close them.
Impact
- Better prioritization, less operational noise.
- Less wasted time and money; the Point B vector stays clear.
- Plans become concrete and doable.
Principle 3. You can manage only what is already moving
Core idea. Any project is based on self-movement. Management is trajectory correction — you can’t manage something static. In the session, we look at how departments and leaders actually move: where initiatives go, what motives drive them, and where movement needs adjustment.
Business questions
- Where is the self-movement of each department and key person directed?
- Which projects steer that movement — and do they lead to company goals?
- What must be tuned or replaced so movement goes the right way?
How it works
- Analyze current and desired positions, review ongoing initiatives, plan new ones.
- Build projects that set the right direction frame.
- Agree what self-movement matches Point B, and what must change.
Impact
- You find inertia and “dead zones” faster and focus efforts where there is real traction.
- Teams become more proactive and autonomous.
- If a department’s trajectory conflicts with Point B, it becomes clear where adjustments are needed.
Principle 4. Schematization moves the situation to the board — so reality becomes clear.
Core idea. A shared picture is born on a scheme. A scheme forces you to be precise and fix the essence without long speeches. That reduces misinterpretation and speeds up alignment.
Business questions
- What is the company’s core position — and what reality are we building on purpose?
– Where is it a task (solvable inside the current structure) vs. a problem (needs structural change)? - If we can describe Point B, why aren’t we there yet?
- Which dependencies between functions are critical? What must be rebuilt from scratch?
- How do we measure success, and what are the decision boundaries and rules?
How it works
- Put the situation on the board: objects, connections, forces, shared terms.
- Add rules, constraints, critical assumptions; mark disputed areas.
Impact
- One shared meaning and “rules of the game,” fewer conflicts.
- Faster decisions, cheaper coordination.
- Clearer prioritization: resources go to key elements, not noise.
- Less rework: the scheme becomes a reference for process and communication design.
- More stability in turbulence: the scheme is an anchor for adjustments.
Principle 5. View the situation in layers — context, organization, person
Core idea. A situation has multiple layers. To manage it, you must see context, the organization’s structure, and real people with their self-movement — and connect these layers to one goal.
Business questions
- Which contextual limits and opportunities define the playing field?
- How are processes, roles, and resources built — and do they match Point B?
- Where do gaps between layers appear?
- Which changes in one layer will create the biggest effect in others?
How it works
- For each department, create a 3-column table: Points A and B for context, organization, person.
- Identify gaps and causes; mark contradictions and hidden assumptions.
- Form projects that stitch layers together (rules, processes, roles, incentives). Decide what must be rebuilt from scratch.
- Set local KPIs/OKR per layer and cross-layer metrics (funnel conversions).
Impact
- Better cross-functional initiatives, because teams understand each other through joint discussion.
- Stronger ownership of goals: people see their impact on the whole.
- Faster root-cause discovery (not just symptoms).
- Management becomes systemic, not firefighting.
Principle 6. Company activity exists on four levels: operations, projects, programs, ideas
Core idea. Any activity stands on the level of ideas. Ideas define what we do, why, and why it matters. Major results and key changes are not achieved at the operational level. So in a strategy session, we work at least at the project level — ideally at the program level.
Business questions
- At what level are we solving the problem now — and why are we stuck there?
- What must move from operations to project or program level to create a breakthrough?
- Where do we lack ideas or a conceptual frame for meaningful decisions?
- How do we measure progress and effect at each level — alone and together?
- Which decisions fail because levels are mixed up, and how do we fix it?
How it works
- Introduce shared terminology for levels and label all initiatives.
- Review the portfolio: mark the current and target level for each initiative.
- Identify program tracks for 6–18 months with owners and shared metrics.
Impact
- Operations stop eating strategy; focus stays on what matters.
- Nonlinear shifts appear through program effects and capability building.
- A shared mission and strategic narrative form.
- Resource planning improves across time horizons and decision levels.
- The organization learns faster: good solutions become standardized and scaled.
How the strategy session runs
Before the session: departments prepare materials
Each department creates a presentation where it:
- describes its activity;
- explains its part of the funnel;
- shows which projects were done and how they changed the funnel.
For companies launching a new project with a long planning horizon, the main goal at this stage is to agree what will be done at all. Only then does it make sense to discuss preparation in detail.
During the session: two offline days
Early start. One big wall for schemes and flipcharts. A screen for presentations. We work in blocks with short pauses to process.
Day 1: build a shared picture. Each department shows Point A, Point B, and its plan. Other teams add their understanding and propose projects.
Day 2: continue presentations and project discussion. At the end, we summarize: everyone can share impressions and highlight projects they believe are strategically critical.
After the session: build an open backlog and align plans
Each department builds an open backlog and prioritizes projects. Then there is a setup meeting: each team presents its plan for the next quarter and the projects it will deliver.
After the quarter ends, you run another meeting to review the results:
- check how the department’s funnel metrics changed;
- see blockers and delivery speed for each department;
- if new projects appeared during the quarter, assign priorities and, if needed, take them into work;
- each department builds the next quarter plan.
What you will have after the session
- A single movement map: how it is now → how it should be.
- A target scheme of how the company should be structured.
- One prioritized list of tasks with owners and metrics.
How I can help your team
For the past several years, I’ve been systematically studying the work of Russell Ackoff and Georgy Shchedrovitsky. I earned an MBA and studied at Stanford and Berkeley. I’ve been applying this foundation in practice for the last seven years, facilitating strategic sessions for both B2B and B2C projects. A typical group ranges from five to forty participants.
If the approach described in the article resonates with you, you can run a strategy session on your own—this page includes everything you need. If you’d like support, I’m ready to guide you step by step.