Strategy & Implementation

Advance core initiatives, big transitions, and special projects with the guidance of our senior advisors and Intelligent Frameworks™.

Velocity supports clients through a 12-month implementation plan.

Optimize and Expand your Core Team’s Capability

We combine the experience of our senior advisors with our world-class Intelligent Frameworks™ to advance your special projects and core initiatives – all within a reasonable cost structure.

Strategy & Implementation

Strategic Planning & Consulting

We combine the experience of our senior advisors with our world-class Intelligent Frameworks™ to advance your special projects and core initiatives – all within a reasonable cost structure. We work with organizations in three capacities – Advisory, Consultative, and Collaborative — depending on the desired level of support. We are proud to partner with Elate, an innovative Strategic Planning & Execution Plaform, to keep clients on track towards success.

Available Workshops

  • Teaming Agreement
  • Essential Behaviors
  • Building Your Leadership Brand
  • Living Your Core Values
  • Establishing Your North Star
  • Culture Transformation
  • Culture Roadmap
  • Building a High-Performance Culture
  • Mission, Vision, and Values

Click below to schedule a complimentary talent retention assessment.


Transition & Succession Planning

When it comes to developing a succession plan for your business, there is no “one size fits all.” Our advisors work closely with you to create a plan that will ensure years of hard work will be transitioned effectively to maximize return using our L7 Ownership Transition System.

We will help you:

  • Understand your options and the exit process
  • Reduce the organization’s dependence on you
  • Create a Succession Plan
  • Improve performance across the 7 Drivers of Transferable Value™
  • Increase the value of your business
  • Navigate and communicate the change to the organization and other stakeholders
  • Ready yourself for life after your business.
Executive Offsites

Executive Leadership Off-sites

In a constantly changing world, it’s important that leadership teams come together to tackle your organization’s biggest challenges. Team success and a high-performance culture start with executive alignment.

Re-invigorate your Team’s Purpose

Offsites offer unique opportunities for Leadership teams to establish or deepen relationships, build trust, understand different points of view, establish team priorities, and determine strategy. At Velocity Advisory Group we bring over a decade of expertise in guiding leaders through timely, critical conversations that lead to greater organizational clarity and health. Our virtual or in-person offsite sessions are about getting real, being honest, and holding each other accountable.


Download a Complimentary

Executive Offsite Playbook


What People Are Saying

We are proud to have served some of the world’s most successful and innovative organizations which span from scrappy start-ups to Fortune 500 companies, across a wide range of industries.

Robert Ferrone

2nd Vice President, Aflac

Velocity’s Value Proposition session refocused our efforts on what truly provides value to our customers. Dave and his team helped us to see our company from our customer’s perspectives and develop new strategies tailored to them. This session helped create clarity around our identity as a work team. Thanks to Velocity Advisory Group, our team can now rally around a collective vision.

Rory Causseaux


From the introductory meeting through the planning of our third Strategic Retreat I've known they were and remain the right and best choice of consultants to positively benefit our company and our staff. However, the benefit is not limited to the company it has and continues to grow me personally as well.

Lisa Calicchio


When designing our executive leadership team’s inaugural offsite, I only trusted Velocity Advisory Group as my partner. Velocity did an outstanding job on all aspects of the event - from agenda design to expert facilitation. Their custom-designed strategy development and culture sessions were lively on point and delivered lasting value.