Regional Healthcare Network: Leadership Retreat
How a two-day leadership retreat restored trust, clarified decision-making authority, and aligned a fractured executive team during rapid organizational growth.
Leadership Team Fractured by Growth Needed Strategic Alignment
A regional healthcare network serving underserved communities had doubled in size within two years, adding three clinics and 100+ staff. The rapid expansion created misalignment at the top—the executive team was making competing decisions, operating in silos, and avoiding difficult conversations about equity, resource allocation, and leadership roles. Staff morale suffered as mixed messages cascaded down. The CEO knew a standard team-building retreat wouldn't cut it. They needed skilled facilitation to address unspoken tensions, clarify decision-making authority, and rebuild trust across the leadership team before organizational dysfunction became irreversible.
Two Days Changed How the Entire Organization Operates
The executive team named tensions around race, power, and authority they'd avoided for over a year. They established decision-making frameworks and accountability structures. Three months later, staff surveys showed dramatic improvement in leadership alignment. The validation? The CEO brought us back for quarterly sessions, then fractional support during growth. The retreat fundamentally changed operations.
Your leadership team can create this shift too—when you finally facilitate the hard conversations everyone's been avoiding, everything else gets easier.
Year-Long Equity Training Series for Financial Services Teams
OnPoint Community Credit Union partnered with us to address bias and racism in financial institutions through custom quarterly training. Co-designed with OnPoint leadership, we delivered virtual sessions three times per year to staff cohorts, covering the history of discriminatory lending practices, unconscious bias in member services, and inclusive financial access. Each session built practical skills for recognizing and interrupting bias in daily operations. The consistent quarterly format created shared language, increased staff confidence in equity conversations, and embedded inclusive practices across the organization—demonstrating how sustained partnership drives measurable culture change in financial services.
Measurable Results: Increased Confidence, Embedded Equity Practices
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Staff confidence in equity conversations increased significantly.
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Teams developed shared language for addressing bias in lending and member services.
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Employees proactively applied learning to real scenarios.
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Leadership observed measurable shifts in decision-making.
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Equity became embedded in daily operations, not treated separately.
Your credit union can achieve similar results with custom quarterly training designed for financial institutions—addressing discriminatory lending history, unconscious bias, and inclusive member services tailored to your culture.
Client Testimonials
Construct the Present has an exceptional ability to hold space for large, complex conversations. Their team facilitated an engaging and honest session with over 100 of our staff, creating an environment where people felt both challenged and supported. Their skill in navigating difficult topics with clarity and care is unmatched.
— Portland Trailblazers
We knew we needed to take our commitment to Diversity, Equity, and Inclusion from the realm of the abstract, "of course we believe in Diversity, Equity, and Inclusion; we live it daily" to real and concrete actions that will allow us to keep our commitment to Diversity, Equity, and Inclusion at the heart of our work. [Construct the Present's] work with our staff, youth, and Board was phenomenal and helped people lean into the work and feel confident in the direction that we are going, seeing how this work, even if uncomfortable, will help Elevate Oregon thrive.
— Elevate Oregon
We hired Construct the Present to help our managers and supervisors explore the concepts of whiteness in supervision and white supremacy culture in the workplace. They listened carefully to our needs, and developed a curriculum that was engaging, thought provoking and informative. Our managers commented that this was one of the best equity trainings they've been exposed to as a supervisor, and helped set them at ease with such a heavy topic. I would gladly engage with Construct the Present for future training initiatives!
— Multnomah County Work with Us
Every team is different. The best way to know if we're the right fit is a conversation about what your team is navigating. We'll discuss your team's dynamics, what's working and what's not, what you've tried, and what success looks like. Then we'll recommend an approach—workshop series, retreat, alignment session, or reflective practice.