Vision Session
Artifact info
Title:

Vision Session 2

Engagement:

Uncommon Partners

Client:

Uncommon Partners

Meeting Date:
September 16, 2025
Next Meeting Date:
January 7, 2026
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December 2, 2025
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September 9, 2025
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September 4, 2025
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People
Peter Wrinch
James Redenbaugh
Ellen Keith Shaw
Artifact Image
Meeting Summary

Overview

Second brand development session focused on refining business model, defining brand personality through purpose/vision/mission framework, and establishing visual identity direction. Key breakthrough: crystallizing "accompaniment" as core differentiator from traditional strategic advisory, with Mount Madonna Center representing ideal client engagement model.

Notes

🎯 Business Model Crystallization (27:50 - 42:26)

Core offering clarity: Strategic accompaniment for retreat center executive directors/CEOs, primarily organizations with $1-5M+ annual operating budgets. Majority of clients are women aged 45-75 from helping professions facing financial imperative to change (01:02:23, 01:06:21).

Pricing evolution: Recent $75K offering delivered for $30K highlighted need to increase pricing and reduce client volume. Coach's guidance: price based on estimated client value received, not hours (28:00, 30:44).

Mount Madonna as ideal model: Initial $25K philanthropic strategy proposal expanded to include team hiring and coaching at premium price when client requested active accompaniment rather than just a plan. Client specifically said: "We've had so many consultants give us plans. We need more of your time. We need more of you" (38:10, 40:18).

"Accompaniment" vs "Strategic Advisor": Rejected "strategic advisor" for feeling too clinical, disempowering, and McKinsey-esque (41:51). Accompaniment includes strategic advising, team hiring, coaching, and selective direct action - but explicitly not full fundraising execution to maintain client capacity (35:48, 36:45).

Market segmentation: Clear positioning toward clients with financial imperative and transformational vision. Example: Esalen rejected engagement despite $5M revenue because they had "no interest" in change - demonstrating disciplined client selection (01:04:51, 01:05:35).

🎨 Brand Strategy Framework (51:24 - 01:25:57)

Core brand values identified: Compassion, connection, boldness, action, coherence - shaping both voice and visual identity (52:57, 01:14:41).

Purpose: Aligning organizations with their "right place" or dharmic path - ensuring activities serve highest purpose. Includes hard question: should this organization continue existing? "Everything in its right place" as north star (01:20:28, 01:11:08).

Vision: Enabling retreat centers to thrive and live their best purpose through honesty, illumination, and rebirth. Retreat centers as "points of light" in a network capable of creating "softer, kinder dimension" when healthy and aligned (01:11:08, 01:21:54).

Mission: Provocation balanced with attunement and compassion - pushing clients to confront difficult truths (asking "What's the conversation we're not having?") while providing empathetic accompaniment. Countering retreat center culture where excessive relationality can create inaction (01:15:35, 48:39).

Positioning against overwhelm: Client leaders are overwhelmed and under-resourced. Peter positioned as lighter, brighter presence bringing clarity and joy to heavy challenges, incorporating somatic elements into strategic planning (01:17:52, 01:18:22).

🎨 Visual Identity Direction (01:26:06 - 01:46:31)

Imagery preferences: Abstract geometric patterns (Kandinsky-inspired, avoiding direct Soviet references), canopy/aerial tree views, diffused natural light, taiko drumming energy. Balance maximalist textured elements with minimalist Japanese-influenced containers (01:29:53, 01:32:53, 01:34:58).

Color palette: Darker natural tones - darker blues, earthy browns/greens reflecting Pacific Northwest. Pure white backgrounds preferred over off-white for contrast (01:35:59, 01:36:28).

Critical rejection: Hilo brand dismissed for "too much sugar, too cartoonish" - need more grounded, authentic aesthetic (01:41:10).

Typography: Strong preference for sans-serif with geometric qualities. Helvetica Neue (current) and Josephine Sands (geometric, complements logo) favored. Capitalized text with clean spacing. Body fonts should be unobtrusive and readable (01:44:58, 01:45:26, 01:46:08).

📝 Content Strategy Insights (53:28 - 56:44)

Writing samples as brand voice:

  • "I'm Left Wondering" (provocative) - most effective for biz dev, honest and question-focused
  • "Love Letter to a New Board Chair" (pedantic) - more prescriptive teaching voice

Both demonstrate authentic range needed in brand (53:28).

Filtering function: Website must attract ideal clients while actively repelling poor fits through clear messaging (15:26, 16:33).

🔄 Process & Next Steps (01:47:52 - 01:49:47)

Tuesday 12:30pm follow-up scheduled for continued messaging work while James is away. Ellen to create shared Google Doc for site content development. Team will continue iterative refinement of brand voice, visual language, and strategic positioning with flexibility to revisit frameworks as needed.

Action Items

Peter Wrinch
  • Share existing proposals/templates on offering parameters (14:36)
  • Provide additional client testimonials (18:08)
  • Review and feedback on Figma mood board and typography (01:28:29)
  • Collaborate on site content Google Doc (01:48:39)
Ellen S
  • Guide brand development sessions on content strategy (13:31)
  • Share brand frameworks and prompts (14:07)
  • Create Google Doc for collaborative site content development (01:48:39)
James Redenbaugh
  • Continue mood board and font exploration in Figma (01:26:06)
  • Coordinate calendar and recordings (01:49:47)
  • Support remotely during personal leave (01:49:47)

Relevant Initiatives

Phase 1: Discovery & Vision

Priority: 
High
Size: 
M
Completing

Phase 2: Structure & Content

Priority: 
High
Size: 
L
Creation Stage

Phase 3: Site Design

Priority: 
Medium
Size: 
L
Coordinating

Phase 4: Development

Priority: 
Low
Size: 
M
Planning Stage
Transcript