The initial leadership-team meeting with a prospective Summit OS Architect™ to understand the business, experience the Summit Operating System™, and determine whether there is a strong mutual fit to climb together.
What Is the Expedition Meeting?
The Expedition Meeting is a facilitated demonstration and discovery session between a prospective Summit OS Architect and the company’s leadership team. It takes place once the CEO or owner is mostly on board and gives the broader team a structured way to understand the system, experience the Summit OS Architect’s facilitation, ask questions, and assess fit.
Why It Matters
The meeting creates context before Base Camp by bringing in the perspectives of the leadership team, building their understanding and buy-in, and giving both sides clarity on whether Summit OS® is the right system and whether there is the chemistry to work together.
How the Expedition Meeting Works
- Your Business — understand where the company has been, where it is today, where it wants to go, and the challenges standing in the way.
- Our Story — explain how Summit OS® was created and what the prospective Summit OS Architect brings to the work.
- The System — introduce the 5 Climbs and selected Summit OS® tools and concepts that support People, Purpose, Performance, Playbooks, and Profit.
- The Climb — show the path from Base Camp and Execution Momentum™ into a customized quarterly Summit OS® journey.
- Q&A — leave time for leadership-team questions and a candid discussion of mutual fit.
What You’ll Learn
- How the Summit Operating System is structured and how its tools fit together.
- What working with a Summit OS Architect looks like in practice.
- What the Summit OS Climb™ looks like from the foundational Base Camp sessions into customized ongoing implementation.
- Whether Summit OS® and the prospective Summit OS Architect are a strong mutual fit for the leadership team.
Expedition Meeting Formats
- 90-minute in-person, front-of-whiteboard session.
- 60-minute Zoom session supported by slides.
- Both formats are interactive and include time for questions and discussion.
What You’ll Walk Away With
- Clarity on whether Summit OS® is the right system for your company.
- Clarity on the mutual fit and chemistry between the leadership team and the prospective Summit OS Architect.
- If you decide to proceed, a leadership team that is better prepared and aligned for the upcoming Base Camp Days.
Who the Expedition Meeting Is For
- Business owners, CEOs, and leadership teams that want to understand Summit OS®, ask questions, and experience what working with a Summit OS Architect is like.
- Organizations looking for a guided educational session before committing to the Summit OS Climb.
Next Step
Ready to schedule an Expedition Meeting for your leadership team?
