Strategic Planning & Facilitation
Your leadership team walks out aligned on the hard questions. You get a strategy on one page and tools to manage it.
You can also book me to facilitate a retreat or working session on another topic.
Let's talk →Hi, I'm Brent Dixon.
I facilitate strategy and AI work with leadership teams at credit unions, community banks, and CDFIs. They leave with a shared vision and clear decisions.
Subscribe to AI for FIs, my weekly-ish newsletter on AI and financial services.
“Brent led the most strategic strategic planning sessions we’ve ever had.”
Ray Springsteen, CEO, Abound Credit Union
Each participant shares their views privately before the session. That tells us where the team agrees and where they disagree, so we spend our time reconciling the real gaps.
Michael Porter wrote, "The essence of strategy is choosing what not to do." Two or three priorities your team can execute will outperform a long list of initiatives all marked "high priority."
Every strategy is a bet. The question is whether you are improving the odds before you commit. "What would need to be true for this to work?", a question from the Playing to Win framework, turns a guess into something you can test, and a tested bet is one your team can adapt when reality shifts.
I founded Dixon Strategic Labs in 2022 after twenty years working alongside communities and cooperatives, co-designing the systems, gatherings, and tools they use to do their work together.
I think like a designer, which means I take complex strategy work and make it clear, usable, and built for the people who have to live with it.
I publish AI for FIs, a weekly-ish newsletter on AI for community finance leaders. For speaking engagements, I am represented by Category 6 Consulting.
I live in Oakland, California with my son and a bossy cat named Bug.
Get in TouchMargaret Wheatley"No matter the problem, community is the answer."
People think better together. I bring them together and facilitate their best thinking.
Prefer to pick a slot yourself? Grab 30 minutes.