The Optin Model was designed to work across teams, industries, and organizational structures. We can support any group looking to build alignment, strengthen understanding, and move forward with shared purpose.
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Four Ways to Move Forward
Different challenges call for different conversations. Explore the OPTIN offering that fits where your group is today.
| OPTIN ADVANCE
Bring organizations together to learn, align & move forward.
For people across organizations who want to exchange insights, explore a shared opportunity, or strengthen a strategic relationship. ADVANCE creates space for connection, clearer expectations, and coordinated action when appropriate.
| OPTIN ALIGN
Get the right people aligned around what matters most.
For teams that need greater clarity around priorities, roles, decisions, or execution. ALIGN builds shared understanding and turns it into clear ownership, commitments, and practical next steps.
| OPTIN TRANSFORM
Turn change into organizational commitment.
For organizations navigating a significant shift, from strategy implementation to a leadership transition or integration. TRANSFORM helps affected people understand the direction, surface concerns, and commit to the actions needed to move forward.
| OPTIN RESET
Rebuild the conditions for team performance.
For teams where trust, conflict, communication, or accountability patterns are getting in the way. RESET helps people identify what needs to change, establish shared expectations, and make commitments to work together more effectively.
We optimize each engagement to fit your team.
Designed To Work Across Team Structures
Leadership Team Facilitation
Departmental Facilitation
Cross-Functional Team Facilitation
Strategic Partnership Facilitation
Cross-Entity Facilitation
Follow-Up Facilitation
Designed To Work Across Team Structures
Leadership Team Faciliations
Departmental Facilitations
Cross functional Team Facilitations
Strategic Partners Facilitations
Cross Entity Team Facilitations
Follow Up Facilitations
What We Do
Leadership Team
Facilitation
Budget
Management
Expense
Tracking
Debt Reduction Strategies
Savings and Investments
Engagements Include
Facilitated Sessions
Structured conversations that create space for people to speak, listen, and better understand one another.
Customizable Engagements
Session length and service packages are tailored to the unique needs, goals, and size of each team so that the experience fits the outcome they are working towards.
Reports
Organized summaries and takeaways that help teams reflect on what was shared and move forward with greater clarity.
Data-Backed Insights
Survey driven insights that help teams better understand patterns, perspectives, and areas of opportunity.
Engagements Include
Facilitated Sessions
Structured conversations that create space for people to speak, listen, and better understand one another.
Customizable Engagements
Session length and service packages are tailored to the unique needs, goals, and size of each team so that the experience fits the outcome they are working towards.
Reports
Organized summaries and takeaways that help teams reflect on what was shared and move forward with greater clarity.
Data-Backed Insights
Survey driven insights that help teams better understand patterns, perspectives, and areas of opportunity.
The Optin Model Framework
Hover to learn about each step
This initial phase is all about charting the course. Organizations commit to a guided Optin Model facilitation lead by an expert facilitator.
The second phase is highlighted by discovery. Working with our facilitator, stakeholders outline potential areas of need.
In the third phase, individuals are empowered to speak freely — and selfishly — about what’s keeping them from reaching their goals.
The fourth phase is about lending a hand and helping others move forward. Armed with hard truths and new perspectives, stakeholders uncover pathways to shared success.
This ongoing phase is about stakeholders using the tools and wisdom from the journey to build wins on top of wins.
The Optin Model Framework
This initial phase is all about charting the course. Organizations commit to a guided Optin Model facilitation lead by an expert facilitator.
The second phase is highlighted by discovery. Working with our facilitator, stakeholders outline potential areas of need.
In the third phase, individuals are empowered to speak freely — and selfishly — about what’s keeping them from reaching their goals.
The fourth phase is about lending a hand, selflessly helping others get where they need to go. Armed with hard truths and new-found perspectives, stakeholders find avenues that offer real solutions, creating new pathways to success
This ongoing phase is about stakeholders using the tools and wisdom from the journey to build wins on top of wins.
The Optin Model Framework
Opting Into the Journey
This initial phase is all about charting the course. Organizations commit to a guided Optin Model facilitation lead by an expert facilitator.
Finding the North Star
The second phase is highlighted by discovery. Working with our facilitator, stakeholders outline potential areas of need.
Embracing the Obstacles
In the third phase, individuals are empowered to speak freely — and selfishly — about what’s keeping them from reaching their goals.
Making Inroads
The fourth phase is about lending a hand and helping others move forward. Armed with hard truths and new perspectives, stakeholders uncover pathways to shared success.
Uncharted Horizons
This ongoing phase is about stakeholders using the tools and wisdom from the journey to build wins on top of wins.
The Optin Model Framework
Opting Into the Journey
This initial phase is all about charting the course. Organizations commit to a guided Optin Model facilitation lead by an expert facilitator.
Finding the North Star
The second phase is highlighted by discovery. Working with our facilitator, stakeholders outline potential areas of need.
Embracing the Obstacles
In the third phase, individuals are empowered to speak freely — and selfishly — about what’s keeping them from reaching their goals.
Making Inroads
The fourth phase is about lending a hand and helping others move forward. Armed with hard truths and new perspectives, stakeholders uncover pathways to shared success.
Uncharted Horizons
This ongoing phase is about stakeholders using the tools and wisdom from the journey to build wins on top of wins.
Hover to learn about each step
This ongoing phase is about stakeholders using the tools and wisdom from the journey to build wins on top of wins.
Opting Into the Journey
The Optin Model Framework
Opting Into the Journey
This initial phase is all about charting the course. Organizations commit to a guided Optin Model facilitation lead by an expert facilitator.
Finding the North Star
The second phase is highlighted by discovery. Working with our facilitator, stakeholders outline potential areas of need.
Embracing the Obstacles
In the third phase, individuals are empowered to speak freely — and selfishly — about what’s keeping them from reaching their goals.
Making Inroads
The fourth phase is about lending a hand and helping others move forward. Armed with hard truths and new perspectives, stakeholders uncover pathways to shared success.
Uncharted Horizons
This ongoing phase is about stakeholders using the tools and wisdom from the journey to build wins on top of wins.
Inside the Optin Framework
Hover to learn about each step
Opting Into the Journey
This initial phase is all about gearing up. Organizations commit to a guided conversation by an expert facilitator using an exclusive model proven to drive measurable results. Get ready, your team is about to go places it’s never been.
Finding the North Star
The second phase is highlighted by discovery. Working with our facilitator, stakeholders outline potential wins that lie ahead and set course for the big one. It’s this North Star that will guide a conversation that will lead your team to immediate success.
Embracing the Obstacles
In the third phase, individuals are empowered to speak freely — and selfishly — about what’s keeping them from reaching their goals. Understanding and embracing these obstacles is the first step to overcoming them. No stone will be left unturned.
Making Inroads
The fourth phase is about lending a hand, selflessly helping others get where they need to go. Armed with hard truths and honest feedback, stakeholders find avenues that offer real solutions, creating new pathways to success for their fellow journeymen.
Uncharted Horizons
From the doorstep of alignment to the peak of achievement — this ongoing phase is about stakeholders using the tools and wisdom from the journey to build wins on top of wins, and never turn back to the way things were.