Strategic Co-Creation at Scale: Global Innovation Workshops for Multi-Million-Dollar Initiatives

With over a dozen of strategic discovery workshops led across Mexico and international markets—both through IBM and directly with global clients—I have guided organizations from boardroom vision to execution-ready strategies. My role blends executive leadership with hands-on facilitation, ensuring that every engagement aligns C-level objectives, operational execution, and user needs. These workshops have become a proven accelerator for innovation, enabling some of the largest enterprises in the world to move from complexity to clarity in record time.

The Challenge.

For large, complex organizations—spanning multiple business units, legacy systems, and diverse customer segments—aligning executives, product leaders, and technical teams behind a shared product vision is often the biggest hurdle to innovation. Without a structured approach, strategic priorities can become fragmented, resulting in delayed launches, diluted value, and missed market opportunities.

As enterprises in banking, telecom, consumer goods, and public sector faced this alignment gap, they needed a leader who could:

  • Navigate C-level strategy conversations while understanding operational constraints.

  • Facilitate decision-making at speed across geographically distributed teams.

  • Convert business challenges into clear, prioritized roadmaps ready for execution.

A Proven Framework for Strategic Alignment

I developed and refined a high-impact facilitation model that blends Design Thinking, Business Model Canvas, and Service Blueprinting—but always adapted to the organization’s maturity, industry, and strategic goals.

Key pillars of my approach:

  • Executive alignment sessions to set vision, objectives, and success criteria.

  • Inclusive participation from C-suite leaders to operational stakeholders.

  • Data-backed ideation using customer insights and competitive benchmarking.

  • Structured prioritization frameworks that bridge creativity with feasibility and ROI.

This method has been successfully applied in Mexico, Latin America, Europe, and the US, enabling global consistency without losing local relevance.

Crafting Collaborative Environments for High-Stakes Decisions

Each workshop is designed to foster collaboration, transparency, and rapid decision-making—whether in-person with visual mapping or virtually through collaborative digital platforms. I ensure participants can see both the big picture and granular details to make informed, confident decisions.

Workshop designs adapt to:

  • New product concepting for greenfield opportunities.

  • Large-scale digital transformation initiatives.

  • Optimization and reinvention of existing products or services.

From Vision to Execution in Days, Not Months

By compressing weeks or months of traditional decision cycles into two or three days of focused, high-energy collaboration, these workshops consistently deliver:

  • A prioritized, execution-ready initiative backlog.

  • A shared product vision signed off by all critical stakeholders.

  • Clear, measurable next steps for delivery teams.

This model ensures that strategy is not only defined but also immediately actionable, closing the gap between vision and execution.

Impact & Results

20+ strategic discovery workshops facilitated, impacting millions of end users.

  1. Enabled organizations to reduce alignment and decision-making time by up to 70%.

  2. Secured executive buy-in for multi-million USD investments.

  3. Recognized as a go-to discovery leader for IBM global consulting teams and direct enterprise clients.

  4. Successfully bridged executive vision and on-the-ground execution across industries.

I led these high-stakes engagements from start to finish, serving as both executive advisor and hands-on facilitator. These Discovery Workshops brought together C-level stakeholders from diverse industries—representing multi-million-dollar initiatives—with the goal of defining strategies that could drive transformational impact.

My role involved shaping workshop strategies to align with each organization’s objectives, engaging directly with global executives to ensure business priorities were reflected, and fostering cross-functional collaboration between technical, business, and product leaders across IBM (including cross-border work with IBM Spain).

I guided multidisciplinary teams toward consensus, translating complex discussions into clear, actionable plans for product and delivery execution. This dual role ensured outcomes that were not only visionary but also executable—delivering tangible, measurable results across industries and markets.

Executive Alignment & Decision Acceleration
Global Multi-stakeholder Leadership

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