Workshop: Strategic Visioning™: Visually Activated Planning with Remote Teams


Facilitate long-term or annual planning with distributed teams. Learn to lead remote groups through analysis, creative visioning, strategy development, and focused action planning, all supported by The Grove’s visual tools and a robust model for vision and strategy work. In this three-day instructor-led online workshop, you will learn not only the model and tools but also how to:

  • Guide remote teams to create a compelling vision, develop a realistic strategy to achieve it, and identify action steps to take right away
  • Support remote teams at each stage of this process
  • Ensure that multiple voices and perspectives are included
  • Work with the big picture and small details at the same time

You will leave with a set of practices that you can apply to annual planning or other strategy sessions at any level of the organization, from small implementation teams all the way up to the C-suite. The tools and techniques from this workshop may be used either with remote teams or face-to-face; by the end of the workshop you will be prepared to lead planning processes in either setting.

The workshop is led by Rachel Smith, The Grove's director of digital facilitation services. Her deep experience with virtual work and gentle style of introducing people to new tools ensure that everyone, from the technology newbie to the tech-savvy, can safely push the frontiers of their own learning.

Please note: This is a real-time, instructor-led online workshop. We meet from 9:00 am - 4:00 pm Pacific time each day, with a lunch break from 12:00-1:00 pm. Participants are expected to be present at all sessions and to be active throughout the entire workshop. The small group size (capped at 16 participants) enables rich discussion and hands-on practice with collaborative tools.


  • Case studies: learn from real Grove strategic visioning engagements that shed light on the facilitative processes that underlie this work.
  • Digital templates and shared tools: use collaborative visual tools to focus planning and strategic direction work with clients, teams, or organizations.
  • Remote facilitation: practice leading a group through each stage as part of a simulated planning process with peer and trainer coaching and feedback.
  • Graphic capture: hands-on practice recording dialogue in real time, supported by our digital graphic tools.
  • Workshop kit: your digital kit includes facilitative tips and tools. You may purchase optional workshop-related materials at a discounted rate if desired.

This workshop is for you if:

• Your distributed teams lack vision, strategic focus, or follow-through.

• You want to lead remote groups through an annual planning process with confidence.

• You want to use graphic facilitation but feel you aren’t artistic enough or don't know how to organize your charts.

• You want to use this process both virtually and in face-to-face settings.

Dates Location
TBD Online, 9:00am-4:00pm Pacific time


To register: email
or call 1.415.561.6130
or 1.800.49.GROVE, ex. 3.

* = If workshop date is in red, please call 415.561.6130 to be added to the waitlist.

Like all teams, remote teams need clear and shared goals, particularly when much of their work is done asynchronously. If team members are questioning the team’s ability to do its work or seem not to care whether anything gets done at all, it may be an indication that not everyone understands or agrees with the team’s goals or vision.

Rachel Smith
Director of Digital Services, The Grove Consultants International

Additional Information

We Also Offer Custom Workshops

Your Challenges, Your Skill Sets, Your Goals

Our custom workshops, at The Grove or onsite at your location, are ideal if you have specific needs or want to build on previous Grove training. Each session is tailored to your unique challenges and goals.


We're here to help
To discuss your training needs or get help choosing a workshop please contact us.