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Practice cases
B2b TechnologyIntermediate

Can an Offsite Accelerate Customer Launches at Atlas Cloud?

Use the evidence to frame the work problem, choose a justified 3–4-day format and create a measurable continuation plan.

35 minutes

Scenario

Atlas Cloud sells an enterprise document-management platform. In nine months, it has grown from 90 to 145 employees. Sales, Implementation, Security and Support work across three countries. The CEO has proposed a four-day offsite under the banner “One Atlas”, while leaders describe the central problem as a lack of trust.

Your role
Facilitator and team-development consultant responsible for programme design and 90-day transfer
Method
Root Cause Analysis

Evidence pack

e1

Launch time

Median time from signature to launch increased from 24 to 39 days.

e2

Returns

Implementation returns 38% of Sales packages because security data or a customer owner is missing.

e3

Urgency

Sales incentive includes signature date, but not handoff completeness or successful launch.

e4

Decisions

11 of 15 reviewed escalations had no decision owner defined in advance.

e5

Survey

76% understand their function’s goal; 41% understand the shared launch outcome.

e6

Voice

34% agree that it is safe to tell a leader a deadline is unrealistic.

e7

Successful launches

In five fast launches, Sales, Implementation and Security held a 20-minute review before promising a date.

e8

Previous offsite

Satisfaction was 4.7 out of 5, but no agreement had an owner or review date.

e9

Geography

18 participants cannot travel because of visa or family constraints.

e10

Budget

Budget covers three days for everyone and one additional day for no more than 24 process owners.

Constraints

  • The CEO wants to be the main speaker.
  • Individual survey responses cannot be shared with leaders.
  • Physical and evening activities must be voluntary.
  • CRM and product replacement are outside the 90-day scope.
  • The team must use real launch evidence, not opinions alone.
  • Remote participants require an equivalent way to influence decisions.

Case steps

Work through each prompt using the evidence pack. Answers and rubric weights stay protected in the interactive flow.

1
Open Response

Frame a work problem that names the shared outcome, connects at least three pieces of evidence, separates the mechanism from the “lack of trust” label and does not prescribe a game or solution.

2
Open Response

Choose three common days, three common days plus a fourth integration day for process owners, or four common days. Explain which work cannot be completed in the core programme and why the extra day creates value.

3
Open Response

Design the CEO’s 12–15-minute opening, one block where the CEO joins as a team member, one block the CEO leaves, one first-week commitment and the way proposal decisions will be communicated.

4
Open Response

Select two games. For each, define the work mechanism, brief scenario, expected observable behaviour, debrief questions, real-work artefact and remote adaptation.

5
Open Response

Design a 90-day experiment with a hypothesis, new handoff or decision mechanism, owner, baseline and target measure, guardrail, days 14/30/60/90 and a continue, change or stop rule.