Resources

Tools for leaders who plan ahead.

Everything here is free. Use it to plan your own offsite, or to see where your team stands before you talk to us.

Assessment · 5 minutes

Everest Discovery

Ten questions across connection, clarity, alignment and execution. See your team’s greatest opportunity at the end, with no email required.

Start your Discovery
Assessment · 2 minutes

AI Readiness Check

Five plain questions across value, work, organization, leadership and culture. See where you stand and your next step, with no email required.

Start the check
Guide · free

The Retreat Planning Guide

How to plan an offsite that gets executed: start with the outcome, interview everyone first, design the arc and run the room. Includes two agendas you can use and an eight-week timeline.

Guide · free

DFW Retreat Venue Guide

Where to hold a leadership retreat in Dallas–Fort Worth: hotels, ranches, lake and Hill Country properties, with what each is best for.

See the venues
Podcast

Leaders Worth Following

Conversations with Dallas–Fort Worth leaders about building teams people want to follow.

Go to the podcast
Newsletter · Tuesdays

Worth Following

One useful idea for your leadership team, every Tuesday morning. Takes three minutes to read.

Articles

Insights

Straight answers to the questions leaders ask about retreats, alignment and culture.

Read Insights
Everest Discovery · 5 minutes

See where your team stands.

Ten questions across connection, clarity, alignment and execution. You’ll see your greatest opportunity at the end with no email required, then decide if a retreat makes sense.

Built from 40+ years of leading teams inside multi-billion-dollar companies.

Sample result
Execution is your greatest opportunity.
Overall 48 today · 74 ideal
Execution40 → 93
Alignment53 → 80
Clarity50 → 70
Connection50 → 60
TodayOpportunityIdeal