The Challenge
The Somatic School had a passionate leadership team and a bold vision for expanding the reach of somatic practice. But inside the organization, things felt unclear.
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The bigger vision and a clear strategy to implement it were ambiguous
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Priorities were numerous and resources to tackle them were limited
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KPIs and success measures were missing
As Meryl, the Chief Operations Officer admitted:
“We don’t have clarity on roles… and no clear KPIs, which leads to ambiguity. It’s good to know when you’re winning. Right now, it feels subjective.”
Sam, Chief Training Officer used a metaphor that captured the team’s frustration:
“We have all the ingredients for a great cake. But we haven’t decided what cake we’re baking.”
The Solution
Through a series of facilitated strategy sessions, the leadership team created a Strategic Road Map. The process began with clarifying values, defining a long-term destination, and aligning priorities across the leadership team.
The sessions emphasized:
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Clarity: refining the vision into a message that could be clearly shared
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Alignment: agreeing on major initiatives and who would own them
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Focus: identifying what to pursue now, and what to pause
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Confidence: building a framework for decision-making and execution
The Breakthrough
The team gained structure and momentum:
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Aligned around a new certificate in supervision as a focused revenue stream
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Clarified which initiatives belonged to which leader
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Re-energized and rediscovered creativity and momentum
Meryl summed up the shift beautifully:
“We left with a sense of coming together… all using the same language, singing from the same hymn sheet.”
The Results
After the sessions, The Somatic School emerged with:
Before
After
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Vision clarified and shareable
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Aligned strategy and ownership
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Leaders re-energized and confident
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A framework for execution and accountability
