template strategic generative board workshop framework

PDF · 8 Jul 2025

This is a PDF document titled "template_ strategic _ generative board_workshop framework.pdf" created in July 2025. It provides a detailed framework and template for conducting strategic and generative board workshops, including purpose, pre-work steps, session roles, core agenda, catalytic question guidelines, committee worksheets, executive-committee playbook, pitfalls and safeguards, and follow-up actions. The content is designed to help boards move beyond fiduciary duties to strategic thinking with clear outcomes and accountability structures. There is no indication of multiple speakers or conversational elements.

Questions this document answers

Catalytic questions are key questions that matter most to the organization's mission and long-term positioning, balancing generative, strategic, and fiduciary lenses.

The generative lens addresses the 'why' or identity aspects, such as purpose and values, in catalytic questions.

The strategic lens addresses the 'what' in catalytic questions, focusing on impact and measurable outcomes.

The fiduciary lens addresses 'how' resources and budgets enable strategic goals through catalytic questions.

The purpose of the workshop is to move the board out of day-to-day fiduciary mode and into strategic and generative thinking that sets a clear, disciplined agenda for the next 12-24 months.

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