Text about the meeting.
November 5 — Day 1 Agenda
Leads: Darin L. Buchalter and Jim Garner
Darin and Jim will establish the priorities, expectations, and definition of success for 2027. The discussion will include revenue targets, utilization, SG&A, EBITDAE, free cash flow, investment capacity, and the financial guardrails for the day.
Lead: Cory Milburn
Review Construction’s 2027 objectives, financial targets, PAL sales plans, quotas, backlog, pipeline, strategic accounts, go-to-market priorities, cross-selling opportunities, resource needs, key hires, risks, marketing and event priorities.
Lead: Drew Olson
Review I&R’s 2027 objectives, financial targets, backlog, pipeline, sales plan, strategic accounts, growth and cross-selling opportunities, resource requirements, risks, and marketing or event priorities.
FIDS North America: 2027 Business Plan
Lead: Cyrus Khory
Review FIDS North America’s 2027 objectives, financial targets, backlog, pipeline, strategic accounts, sales priorities, market opportunities, cross-selling opportunities, resource needs, risks, and key decisions.
FIDS Osborne: 2027 Business Plan
Lead: Chris Osborne
Review FIDS Osborne’s 2027 objectives, financial targets, backlog, pipeline, strategic accounts, market opportunities, integration considerations, cross-selling opportunities, resource needs, risks, and key decisions.
FIDS: Combined Organization and Collective Opportunities
Lead: Cyrus Khory & Chris Osborne
Discuss the combined FIDS organization, shared capabilities, operating model, client and market opportunities, cross-selling, resource allocation, Osborne integration, and priorities for building one coordinated FIDS platform.
TSG: Market-Facing Operating Plan
Lead: Raz Hussain
Raz presents the Technology Solutions Group’s market-facing operating plan, including its expected market position, outward-facing revenue-generating products and services, target clients, priority opportunities, and approach to bringing those offerings to market.
ISG: 2027 Approach
Lead: Dana Arrighi
Raz presents the Industry Solutions Group’s high-level 2027 approach, including practice objectives and the go-to-market approach.
Leads: Darin L. Buchalter, Carrie Sherreard and Jeannette Harkin
Jeannete and Carrie will summarize the key themes, decisions, action steps, owners, and follow-up priorities from Day 1. Darin presents closing remarks.
November 6 — Day 2 Agenda
Lead: Darin L. Buchalter
Darin opens Day 2 by connecting the prior day’s baseline plan to the opportunity ahead. The discussion will focus on how Delta can stretch beyond the current plan while continue to build value.
Lead: Tamara Savinas
Tamara presents her commercial approach and outlines what she needs from the leadership group—including alignment, relationship support, decision-making, resources, information flow, and accountability—to build a coordinated and effective commercial platform
Lead: Charlie Heckman
The group will review the cross-selling process, identify relationship and client opportunities, and conduct an active brainstorm to generate practical opportunities across practices, service lines, and geographies.
Leads: Mary Fuchs and Dawn Bailey
Discuss training needs and expectations to help shape a focused, practical professional development approach for 2027. Review approach to Impact 27; Review approach to recruiting
Lead: Charlie Heckman
Introduce the proposed 2027 marketing plan and the strategic priorities that will guide Marketing’s work, including priority markets and growth opportunities; brand positioning, website and market visibility; Lexology relationship (thought leadership, events, etc.); business development enablement (CRM and data); the role of events within the broader marketing and commercial strategy.
Lead: Charlie Heckman
The group will use the framework from Part 1 to review and prioritize 2027 events. The discussion will focus on the events and relationship-building activities each practice considers most important; the markets, clients, prospects and referral sources each event is intended to support; which events should be companywide, practice-led or selectively supported; expected objectives and outcomes for each priority event; practice-level event budgets and planning assumptions; and how event requests will be evaluated, approved and coordinated with Marketing.
Leads: Darin L. Buchalter, Carrie Sherreard and Jeannette Harkin
Jeannette and Carrie will summarize the key themes, decisions, action steps, owners, and follow-up priorities from the two days. Darin presents closing remarks.