Strategic Whiteboard Session

Why the Strategic Whiteboard Session Works

It’s simple: you don’t know what you don’t know.


Whiteboard SessionOver the past 15 years, CRSI has worked with decision makers from electric utilities of all types and all sizes across North America. In most cases, compliance leaders have a plan, but don’t have it written down and documented. In other cases, compliance leaders are unaware of what they truly need to be successful. Either way, the Strategic Whiteboard Session works by having one or two CRSI consultants facilitate a working engagement to identify current capabilities, outline a set of targeted or desired outcomes, and compile a high level set of prioritized actions to be taken.

As your Trusted Advisor, CRSI’s intent is to drive a plan focused on strategic and tactical work efforts, providing a quick snapshot of your organization’s situation and how to jump-start the process.

A Snapshot of the Strategic Whiteboard Session:


Pre-Work begins with a scoping call to conduct a deep-dive to focus on your specific requirements, business impacts/pain points, identify critical questions and decisions that need to be made, and establishes the scope of any work effort you have in mind as an outcome of the working engagement.

Day One:

Day One focuses on documenting the organizational roles and responsibilities, identifying tools and resources available to you, assessing your current situation and known SWOT elements, prioritizing your needs, and developing high-level options through an innovation/idea session that results in outlining “big-rock” steps needed to achieve success.

Day Two:

Day Two is dedicated to defining and testing the “big-rock” steps outlined on Day One, add detail to the high-level plan, refine impact statements, outline roadblocks, re-calibrate priorities, task ownership of action items and conduct a summary review of the working engagement.

Executive Briefing:

Following the conclusion of the Strategic Whiteboard Session, CRSI consultants will write an Executive Briefing document. This document will include core findings or the working engagement, the high-level plan, recommended actions, all notes and whiteboard images, and suggestions on how best to utilize CRSI to successfully complete elements of your high-level plan.

Efficient. Effective. Sustainable.

Let's Talk Solutions