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Team Offsites & Workshops

Custom offsites and hands-on sessions that reset your product practice, spark alignment, and actually change how you work.

  • Define shared principles
  • Improve team rituals
  • Solve real product pain
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Overview

Most offsites generate energy for about 72 hours. Then everyone goes back to their desks and nothing changes. The problem isn't the offsite. It's that the design didn't connect to real decisions or real work.

I design and facilitate workshops that end with shared language, named decisions, and a concrete next step. Not Post-its on a wall. Not "we should do this more often." Actual outcomes your team can execute on Monday.

Who this is for

Workshops and offsites work well when you have:

  • A product team that's executing but not aligned on why
  • A leadership group that needs to make a strategic decision together, not just hear a presentation
  • A cross-functional team (product, engineering, design) that has lost shared language
  • A new team forming and needing to establish working agreements and rituals
  • A mid-year moment where the roadmap feels stale and the team needs a reset

What I facilitate

Product vision and strategy sessions. Facilitated workshops that move a leadership team from "we have ideas" to "we have a prioritized direction with shared rationale." I use structured frameworks, not brainstorming, to surface disagreements and resolve them in the room.

Team health resets. When rituals feel hollow, communication is breaking down, or the team is going through the motions. I diagnose what's not working, facilitate a session to name it, and help the team design better operating agreements.

Roadmap alignment workshops. I bring product, engineering, design, and leadership into the same room to rebuild the roadmap together. Everyone leaves having made the same tradeoffs and understanding why.

Discovery sprints. Intensive 2-3 day sessions that move a team from "we have a problem space" to "we have validated hypotheses and a scoped experiment." Useful for teams entering new markets or launching new product lines.

How I design sessions

Every workshop is custom. I don't run a standard playbook. I design based on your team size, the decision to be made, and the dynamics in the room. That said, every session follows three principles:

  1. Diverge, then converge. Everyone's voice gets heard before the group narrows. This prevents the loudest person from anchoring the outcome.
  2. Decisions, not discussions. Every session ends with a named decision or a clear next step. If we can't get to a decision, we name what's blocking it.
  3. Artifacts that travel. I document outcomes in a format your team can reference after the session, not facilitator shorthand that only makes sense in the room.

Typical engagement

  • Duration: 1-3 days of facilitation (plus 1-2 days of design and prep)
  • Commitment: 15-25 hours total including design, facilitation, and follow-up documentation
  • Format: On-site preferred for workshops; remote possible with adapted design
  • Deliverables: Session design, facilitation, written summary of decisions and action items

Frequently asked questions

What clients say

Jennifer
Jennifer
Design & Strategy Director, Kaiser Permanente

Kate is AMAZING. Her energy, the structure she brings to discussions, the way she deals with difficult conversations.

Frank
Frank
Product Designer, U.S. Air Force

When I met Kate, I didn't know what it took to create a product. She trained and led our team that had ZERO experience: she guided us through a Discovery process, planning and design workshops, helped us outline an MVP - and we delivered the first usable product in under 120 days. Kate showed a true passion for building useful software and a knack for facilitating any group meeting. Three years later, she's one of the best PMs I've been fortunate to work with - she directly contributed to my growth as a Product Designer.

Steph
Steph
Product Manager, U.S. Air Force

Kate's great at getting the right people in the room, asking the right questions, and moving teams forward to make decisions and turn them into action. She excels at rallying groups to share an identity and help each other.

From the playbook

Practices I use with teams during this type of engagement

Interested in team offsites & workshops?

Let's talk about what you need and how I can help.

Get in touch