What actually happens
in a CFB Strategy Room
Ten steps — from a two-minute room setup to an organisation-wide knowledge graph that compounds with every session. Written for the people who will be in the room leading it.
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Every session produces these eight outputs — automatically
The host configures the room — once, in two minutes.
Before your team joins, the facilitator sets the session parameters: org name, strategic mission, which onboarding questions members will answer, anonymity level, session template, and access security. This replaces the pre-meeting logistics that usually eat 40 minutes of planning time.
Every participant joins with context — not just a name.
Members join on any device, no software to install. Before reaching the canvas they complete the host-configured onboarding. The facilitator sees the room populate in real time — with role, department, and seniority already captured. No ice-breaker required.
Frame: the room aligns on what it's solving — before the first idea is shared.
The most expensive mistake in strategy sessions is misaligned scope. Frame closes that gap first. The host publishes the north-star challenge. Optional thinking frameworks — SWOT, PESTLE, Issue Tree — give the room a shared mental model before ideation begins.
Ideate: every perspective submitted at once — no queue, no groupthink.
All participants submit ideas simultaneously to the shared canvas. Nobody waits to speak. Nobody reads the room before committing. The facilitator sees every perspective arrive in real time — including the ones that would never surface in a standard roundtable.
Cluster: the team maps connections — and the strategy graph forms.
This is the step that separates CFB from every other tool. Participants draw connections between ideas: which risks are caused by which decisions, which solutions address which problems, which assumptions underpin which OKRs. The result is not a list — it is a live knowledge graph.
Vote: the room's collective judgement — without anyone gaming it.
Members endorse the ideas they believe matter most. One endorsement per node. Anonymous mode hides the counts until the host reveals — eliminating the bandwagon effect that distorts most prioritisation exercises. The strongest signals surface without anyone moderating.
Plan: the session closes with decisions made and actions assigned.
No meeting ends without its output captured. During Plan, the host logs every decision with its rationale, assigns action items with named owners and due dates, updates the OKR tracker, and files any risks surfaced. All of this happens inside the room — before anyone closes their laptop.
AI generates the session brief — automatically, as the session closes.
When Plan is complete, the AI reads the full knowledge graph — every node, every connection, every endorsement, every decision — and generates a structured strategic brief. No notetaker. No follow-up email. The output is waiting before the room disperses.
The intelligence layer runs — on the live session graph.
Four enterprise intelligence tools are available throughout the session — not just at the end. They run on the live graph, giving the leadership team answers that no slide deck, no whiteboard, and no consulting engagement can produce in real time.
The session compounds into a permanent org knowledge graph.
The session ends. The knowledge doesn't. Every decision, risk, OKR, and idea joins the org's persistent knowledge graph — searchable, bridgeable, and available as context for every future session. Over time, your organisation builds institutional intelligence that survives leadership changes, reorgs, and consultant departures.
“Ten steps.
Eight deliverables.
Zero follow-up emails.”
The session arc at a glance
Each phase builds on the last. The structure does the facilitation.
Before (2 min)
- ✓Room configured — template, access, onboarding
- ✓APD published as the session north star
- ✓Session key set for secure access
- ✓Members invited via room code
During (45–90 min)
- ✓Five structured phases — no agenda-setting needed
- ✓Parallel idea submission prevents hierarchy bias
- ✓Live knowledge graph forms as connections are drawn
- ✓AI Copilot, Sentiment Scan, and intelligence layer active throughout
After (0 min extra work)
- ✓Decision Log, Risk Register, OKRs, Action Items saved
- ✓AI strategic brief generated automatically
- ✓PDF export ready to share
- ✓Session added to org knowledge graph — queryable forever
Ready to run your first session?
A Strategy Room takes two minutes to configure and produces eight structured outputs. Your team's thinking deserves better than a slide deck.
Free to start · No software install · Invite your whole team
Need the technical facilitator guide? See the full platform walkthrough →