Wins, Losses and Leadership
Quarterly Review

A facilitator-led, quarterly meeting for senior leadership teams who want to improve alignment, trust and strategically move their business forward.

Gordon Sheppard - Executive Wins
Gordon Sheppard - Executive Wins

Why Quarterly Meetings Matter

When senior leaders spend too much time putting out day-to-day fires, they stop taking action on their most important priorities.

Only at year-end do they realize how far off track they are. Profits are down. Burn-out is high. And it often feels like you have to start strategic planning all over again.

Which is why you should invest in quarterly meetings where you examine wins, losses and how your leadership team is performing overall.

By doing a thorough review every 90 days, you’ll keep your team strategically focussed, so they can execute on your key priorities to make your business more profitable.

The Process

Gordon Sheppard - Meeting Facilitator

Gordon Sheppard will guide your leadership team through the following process to help you gain the clarity and focus it needs to fully achieve your goals.

Before

  • Gord will conduct 1×1 pre-interviews with every member of your Senior Leadership Team to objectively learn about key issues, along with learning about individual expectations
  • He will also review your current strategy and key data points
  • In addition he will work with you to building a robust agenda for a highly productive meeting

During

  • Your Executive Team will participate in a productive, facilitator-led meeting to help you build alignment and take action!

After

  • Gord will lead a follow-up discussion to help your Executive Team build accountability and get profitable results.

The Agenda

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During this high-impact session your team will objectively review Wins, Losses as you improve communication and address your most important priorities.

1. Executive Wins Review

  • Identify and analyze the organization’s most meaningful wins and operational successes

2. Executive Losses Review

  • Objectively examine setbacks, missed opportunities and leadership blind spots

3. Leadership Alignment

  • Address communication gaps, decision bottlenecks and accountability challenges

4. Strategic Priority Reset

    • Address communication gaps, decision bottlenecks and accountability challenges

5. Commitments and Accountability

    • Build measurable Executive commitments and be clear about ‘who does what’ in the next quarter

Trusted by Executives
and Industry Leaders

The Executive Winning System

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The whole process is based on the Executive Winning System, a proven 5-step approach to help you optimize your entire business.

  1. Strategy → What was the vision and goals to help you get the win?
  2. Work Plan → What actions drove progress?
  3. People → Who contributed and how?
  4. Operations → What processes or systems enabled success?
  5. Results → What did success look like, and why did it matter?

What You Get

  • A Highly Interactive Team-Building Opportunity

    In this highly engaging session Leaders will get to know each other at a deeper level. They will also build empathy and encourage each other as they all learn how to sucessfully deal with wins and losses and more

  • Wins, Losses and Leadership Workbook

    Every participant will receive a copy of the 'Wins, Losses and Leadership'Workbook. It contains information, inspiration and the Executive Winning 5-Step System

  • A Highly Experienced Facilitator

    The day will be led by Gordon Sheppard, a highly experienced Facilitator and Business Advisor who has helped thousands of leaders to grow through coaching, training and organization improvement engagements.

  • Quarterly Report

    Gordon Sheppard will summarize key points into a Quarterly Report that you can use to immediately take action.

  • High-Impact Results

    By the end of this quarterly review your leadership team will have the confidence, trust and work plan it needs to move your company profitably forward.

Edmonton Global - Executive Wins Retreat

Why Work With Gord

Gordon Sheppard is a people-centred Executive Coach, Consultant, and Facilitator with over 25 years of experience.

His mission is to “empower Executives so they can positively impact themselves, their teams and their entire organization.

He combines an MBA with a Bachelor’s Degree in Drama, and Prosci Change Management Certification to deliver a unique, people-centred approach that helps leaders to succeed.

He’s helped thousands of leaders grow through workshops, strategy sessions, and coaching – across Canada and the U.S.

He is also the host of the award-winning Executive Wins Podcast – where senior leaders share their biggest wins, so that you can get inspired and grow your business.

Workshop Details
Brochure

What Executives Say
About Working with Gord

FAQ

Common questions about the ‘Wins, Losses and Leadership Quarterly Review’

Customizable – including half day, full day in person or online, as well as customizable corporate retreats 

  • Leaders will know how to confidently deal with wins, losses all while they learn to deepen communication and trust

Business Owners, CEO’s, Executive Directors, Board Members, VP’s, COO’s, CFO’s, Non-profit Leaders, Executive Teams, Support Staff and more.

Your meeting facilitator is Gordon Sheppard, is a highly experienced meeting leader, business advisor, corporate trainer and podcaster who has helped thousands of leaders to grow through coaching, training and organization improvement engagements.

Yes! Executive wins has worked with a large variety of companies from government, to non-profits, to oil and gas industry, engineering firms, universities and more!

Your team can expect to deepen trust, communication as well as gain clarity that will help you to execute on your strategic priorities

Confidentiality is critical and it is addressed in our legal contract 

Book a Quarterly Review

Make your company more profitable with a facilitated quarterly review for your leadership team!

Get Executive Insights—Every Month.

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