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Q2 2025 Offsite: Presence & Strategic Decisions

BTS: Leadership Offsite Q2 2025

There’s a certain feeling when a team is fully locked in. It’s hard to describe without sounding too far out there, but if you’ve experienced it, you know what I mean. It doesn’t happen often, but when it does, it leaves a kind of imprint. Not just a memory — more like a snapshot that includes the feeling in the room, the body language, the tone of voice, the light, even the way the air felt.

Our recent Q2 offsite was full of those moments.

We designed the offsite with presence as a central intention. We wanted to step away from the distractions and pace of day-to-day operations and get quiet enough to hear what mattered. This wasn’t about productivity. It was about depth.

The Agenda

Here’s what the day looked like:

  1. Values, Vision, Mission Presentation – updated versions, now more specific and behavior-driven.
  2. Read Each Other’s Insecurities and Goals – submitted in advance, read silently.
  3. Problem-Solving Vignettes – designed to surface live challenges and team dynamics.
  4. Lunch
  5. Finance & Forecasting Presentation – led by our CFO.
  6. Discussion of Role Evolutions – not yet public, but outlined internally.
  7. Performance vs. Strategic Focus – explored the difference between onsite execution and corporate support.

We didn’t try to cover everything. The goal wasn’t breadth. It was to surface a few strategic insights and deepen alignment — a few clear, durable decisions that would carry forward.

Creating Conditions for Presence

We set some structure to support the experience. No phones. No laptops. Everyone completed a short reflective exercise ahead of time, where they shared their personal goals and insecurities. We didn’t discuss these out loud, but we read them together in silence. That alone changed the tone. There’s something about holding someone’s vulnerability with no expectation of response — it shifts how you see each other.

We also slowed the cadence of the day. We built in time between sessions and avoided the temptation to over-structure. It can be uncomfortable to leave space in a group setting — especially for leaders — but space is often where the real stuff emerges.

We’ve also spent the last few months refining our values. They’re no longer abstract statements that sit on a slide deck. They’ve evolved into something clearer and more observable — a shared language that describes how we want to work together. This work showed up throughout the offsite. We didn’t have to refer to the values explicitly — they were in the room.

When Things Got Messy

Even with all that structure and intention, I made a mistake.

During one of the vignette discussions, I made an offhand comment to Nick: “You’re trying too hard. Chill.”

The moment the words left my mouth, I knew they landed poorly. It was flippant and dismissive. I didn’t mean it to be, but intent only goes so far. You could feel the shift in the room. The momentum we had built through the morning dissipated. It wasn’t dramatic, but it was noticeable. Something got knocked loose.

We continued the discussion, but the shift was palpable. Over our lunch break, I apologized to Nick, my most-trusted colleague and friend, and we decided to model a clearing conversation using the Conscious Leadership Group framework. Nick gave me the benefit of the doubt. I owned the impact of my words and made a commitment to be more thoughtful. It was uncomfortable, but necessary.

This moment wasn’t what I wanted. I had hoped to lead by example throughout the day — to set the tone, not disrupt it. But I also know that leadership isn’t about perfection. Sometimes leading by example means repairing in real time, not pretending things didn’t happen. And I’m proud of how we handled it.

What Emerged After

Later in the day, someone shared how deeply meaningful it is to work here — and they became emotional while doing so. That wasn’t planned or prompted. It just happened, and rather than shift the energy with humor or move quickly to the next slide, we sat with it. We gave it room. That kind of presence — sitting with someone else’s truth without trying to fix it — is the culture we’re trying to build.

For me, that moment became the imprint. The thing I’ll remember most clearly. Not a strategy session or financial decision, but the feeling that we’re creating something that actually matters to people. Something that’s alive.

Presence Isn’t Accidental

I don’t think presence “just happens.” It can, but usually it doesn’t. It has to be designed for. That design includes structural decisions — no devices, space to think — and cultural ones, like shared language, trust, and tools that help when things go off course.

We’ve been fortunate to work with frameworks that support this kind of work — from Lencioni’s Five Dysfunctions to the Conscious Leadership Group’s models. But tools alone aren’t enough. It also takes a group of people willing to show up honestly and sit in the messiness long enough to find clarity on the other side.

We’re still learning. There’s a lot we’re figuring out as we grow. But this offsite gave me confidence that we’re headed in the right direction — not because everything went perfectly, but because of how we responded when it didn’t.

Looking Ahead

This offsite reminded me that creating a deeply aligned, healthy organization doesn’t come from volume or speed. It comes from moments — quiet, real moments — where people feel seen, heard, and understood. The work is the people. And presence is the starting point.

Next, I’ll share a few thoughts on how we’re thinking about the role of “corporate” — and why it’s not a dirty word.

Lauren’s Journey from the Classroom to Practice Management

When Lauren Settle moved from Charlotte to Raleigh, she wasn’t just relocating—she was stepping into the next chapter of a story she’d been writing since college: one about building a better healthcare system from the inside out.

Lauren is the Practice Manager at Advaita Health’s Chapel Hill office, but her path to that title has been anything but traditional. A recent graduate of UNC Charlotte’s Master of Health Administration program, Lauren balanced full-time graduate coursework with full-time work in healthcare—earning a 4.0 GPA along the way. “I always knew I wanted to continue my education,” she said. “I wanted to be competitive, to grow, and to make an impact.”

Initially drawn to the clinical side of medicine, Lauren’s perspective shifted during undergrad when she began to see the systemic gaps in healthcare—around access, education, and equity. “I realized I could have more influence on the business and operations side,” she explained. That realization led her to health systems management, and eventually, to an early entry into graduate school where she immersed herself in everything from research and policy to operations and leadership.

What she didn’t expect? That her first full-time role post-grad would involve helping open an entirely new practice location—while often being the only administrative team member on site. “There were definitely days where I wore five different hats,” Lauren laughs. “But those months taught me more than any classroom could. I got to see how every part of the system works—from the front desk to billing to managing a team.”

Her perspective on leadership has evolved quickly. At Advaita Health, Lauren’s embraced a culture rooted in mentorship, thoughtful communication, and continuous growth. “We practice radical candor here,” she says. “It’s not always easy, but it’s empowering. I’ve learned how to give and receive feedback, to have hard conversations with empathy, and to grow into a more confident leader.”

She’s also become a champion of data-driven operations. “I’m fascinated by how much a single number can tell you about a patient’s experience or a provider’s workflow,” Lauren says. She’s already helped redesign internal reporting systems, making it easier for teams to collaborate and make better-informed decisions. “It’s rewarding to build something that helps the whole organization move forward.”

But what really sets Lauren’s journey apart is the sense of purpose she’s found. “When I started interviewing for jobs, I kept hearing, ‘Your dream job won’t be your first job.’ But then I found Advaita—and I realized that sometimes, it can be.”

At Advaita Health, Lauren found more than just a job. She found a place where people are invested in her growth, where innovation is welcomed, and where patient-centered care isn’t just a buzzword—it’s a north star. “I get to be part of a team that truly wants to change healthcare for the better,” she says. “That’s not something I take for granted.”

Looking ahead, Lauren is eager to continue deepening her knowledge in operations and collaborating more with the clinical and medical teams. And if she ever starts her own podcast (a dream she mentioned during the recording), we’ll be the first to tune in.

CEO Onboarding: Vision, Mission, Values, & Flourishing

There’s a lot we can’t control in healthcare — staffing challenges, policy shifts, the chaos of a Tuesday. But one thing we can control is how we show up. And how we show up — through our values, our vision, and our culture — shapes everything else.

That’s why I stay personally involved in onboarding. We use it as a moment to ground new team members in who we are, what we believe, and where we’re going. It’s one of the only times we collectively slow down long enough to reflect on what actually matters. This isn’t just orientation — this is culture in practice.

It’s never perfect. Sometimes I’m juggling 37 tabs and talking off-script. But doing it imperfectly is better than skipping it. If we want to build something meaningful, we have to commit to reinforcing what we stand for — from day one.

What’s in a Name?

We chose the name Advaita intentionally. It’s a Sanskrit word that means “non-dual” — the idea that what seems separate is actually interconnected. That principle shapes how we operate. We’re not just building a practice — we’re building a healthcare system where care delivery, operations, and business functions work together in alignment. That’s why we bring key capabilities in-house — marketing, technology, finance. It’s more work, but it creates stronger, more cohesive outcomes.

We pair that with the concept of eudaimonia — a Greek word for human flourishing. Flourishing is the thread that runs through everything we do. For our patients, that means moving from suffering to something more whole. But it doesn’t stop there. If our team doesn’t have the space to grow, feel seen, and do meaningful work, we’ve missed the point. Flourishing is for everyone in this system — not just the people receiving care.

Vision: The Long Game

Our vision is clear:

We are building an integrated healthcare system in the Southeast that serves as a medical home — delivering whole-person care that improves patient outcomes, supports providers, and strengthens communities.

To make that real, we align everything — our team, our systems, our goals — around this shared purpose. We’re leveraging data, technology, and an exceptional team to make high-quality care more affordable and accessible. And we’re not stopping at patient care. We want to shape the system itself — influencing policy, expanding access, and building a model that can scale with integrity.

That’s what we mean by playing the long game. We believe healthcare should serve everyone involved — patients, providers, team members, and partners. That requires a stakeholder-centric approach. We’re not interested in blaming the system or casting ourselves as victims of insurance companies. We’re here to be co-creators — to work within the system while pushing for something better. Eventually, we plan to have a seat at the table where decisions about the future of healthcare are made.

This is healthcare designed for human flourishing — at scale.

Mission: From Suffering to Flourishing

Our mission is simple: to move people from suffering to flourishing.

It sounds straightforward, but it holds a lot of weight. Everyone comes into healthcare with different philosophies and approaches. But almost anyone in this space can agree — people are suffering, and we want to help them heal.

This mission resonates with me because I’ve seen suffering firsthand — in friends, in family, in myself. And I’ve seen what it looks like when people are given the space and support to flourish. That’s what we’re aiming for — not just clinical improvement, but transformation.

A Culture of Growth: The DDO Mindset

This is why we operate as a Deliberately Developmental Organization (DDO). We pulled this framework from the book An Everyone Culture, and it’s changed how we think about work.

The core belief is this: work should be a place where people grow, not just perform.

Around here, we ask questions like “What are your goals?” and “How is this role serving you?” That’s not a one-off onboarding conversation. It’s embedded in how we lead, how we manage, and how we evaluate success.

If we can align your growth with the company’s growth, everybody wins. That’s when work feels meaningful — and when culture becomes more than just words.

Values: Our Compass

We’ve designed our values to be actionable — things we can train on, practice, and reflect on together. They’re not about being perfect. They’re about being intentional.

1. Experience Is Co-Created: We all shape the environment we’re in. Culture isn’t something handed down — it’s something we co-create every day. We use tools like the Drama Triangle and Presence Triangle to notice how we’re showing up and take responsibility for our energy, not just our outcomes.

2. Grow in Self-Awareness: None of us are finished products. Tools like the Johari Window and the “Above or Below the Line” model help us build a shared language around feedback and reflection. Growth happens when we stop defending ourselves and start learning from what’s in front of us.

3. Honest Conversations, Thoughtfully Delivered: We believe in radical candor — caring personally and challenging directly. But we go further. We want those conversations to be thoughtful, kind, and clear. We use tools like the clearing model to resolve tension, build trust, and avoid the quiet buildup of resentment.

4. Be Curious and Learn: Curiosity keeps us open. It invites collaboration and lowers defensiveness. One of the most helpful shifts I’ve made is learning not to walk into every room with a fully baked answer — but to solve things with people, not for them.

5. People Are the Point: Processes, systems, and metrics matter — but only because they serve people. Whether it’s a frustrating workflow or a difficult patient interaction, we stay anchored in who it’s affecting and why it matters.

Why I Lead Onboarding

Culture doesn’t take care of itself. It’s built through consistent actions, not just values written on a wall. That’s why I personally lead our onboarding presentation. Not because I need to be the face of everything — but because I believe the tone at the top matters. Culture is lived, not delegated.

As a CEO, it’s easy to get pulled into strategy, growth plans, financials — all the things that feel urgent. But the things that make us healthy and aligned? They don’t usually scream for attention. They require slowing down, committing to process, and investing in people — even when it’s not convenient.

You can’t fake culture. You have to live it. And that starts here.

There’s a lot we can’t control in healthcare — market conditions, staffing challenges, a hundred unexpected fires on a Tuesday. But one thing we can control is how we show up. And the way we show up — our values, our vision, our culture — shapes everything else.

We’ve been putting more intention into the parts of our company that matter most — our values, vision, and culture. These aren’t just words we throw on a website. They shape how we hire, how we lead, and how we make decisions. That alignment starts from the very beginning, and onboarding is one of the key moments to reinforce what we stand for. It’s easy to let things like a culture presentation fall off the calendar — especially when it’s not polished, or when there’s a long list of other urgent work. But I’ve found that doing it imperfectly is far better than not doing it at all.

This is one of the ways I stay personally involved. I see onboarding as more than just orientation — it’s a chance to pause and say, this is what matters here. It’s one of the only moments where everyone slows down long enough to talk about who we are, what we believe, and where we’re going. And while it won’t always be flashy, it’s part of building something grounded and intentional — something worth committing to.

What’s in a Name?

We chose the name Advaita for a reason. It’s a Sanskrit word that means “non-dual” — the idea that things that seem separate are actually part of a unified whole. That concept sits at the heart of how we think about our work. We’re not just building a healthcare company. We’re building an integrated system where clinical care, operations, and business functions aren’t siloed — they’re working in sync to create something stronger. That’s why we bring things in-house that most others outsource: marketing, finance, technology. It’s harder that way, but it’s more aligned. And alignment matters.

The other word we come back to often is eudaimonia — the Greek concept of human flourishing. It’s not just about feeling good. It’s about growth, purpose, and a life well-lived. For us, that means helping patients move from suffering to flourishing — but also making sure the people who work here are growing, too. We’re not interested in building a business where the work is technically successful but people feel stuck, small, or burned out. Flourishing has to be for everyone.

The Long Game

We’re not just running a practice — we’re building an integrated healthcare system rooted in human flourishing. Our long-term vision is to create a true medical home: delivering whole-person care that improves patient outcomes, supports our team, and strengthens the communities we serve.

We’re starting in the Southeast, but our ambition is broader. By leveraging data, technology, and the development of a world-class team, we’re making high-quality care more affordable and accessible — and building something that can scale with integrity. Our work doesn’t stop at the clinic door. It includes shaping policy, rethinking how care is delivered, and ensuring more people get what they need to truly thrive.

This is what we mean when we talk about playing the long game. We believe healthcare should serve everyone involved — patients, providers, team members, partners — and that only happens through a stakeholder-centric approach. That means taking responsibility for what we can control, even when the system feels stacked against us. We don’t see ourselves as victims of insurance companies or bureaucracy. We see ourselves as co-creators of something better — and we’re building the kind of organization that will have a seat at the table when decisions about the future of healthcare are being made.

This is healthcare designed for human flourishing — at scale

Our Mission & Your Role in Flourishing

Our mission is simple: to move people from suffering to flourishing. That language is intentional. It’s broad enough to include different approaches to care, but clear enough to center everything we do.

It resonates with me not just as a leader, but as a person who’s seen what suffering looks like — in friends, family, our communities, and in myself. Flourishing isn’t some lofty, abstract goal. It’s the ability to live well, to feel supported, to grow into your potential. And I believe healthcare should be a force that enables that — not just for patients, but for everyone in the system.

That’s why we’re building what’s called a Deliberately Developmental Organization (DDO) — an idea pulled from the book An Everyone Culture. The core belief is that work should be a place where people grow, not just perform. Around here, you’ll hear questions like “What are your goals?” or “How is this role serving you?” Those aren’t just nice things to ask — they’re part of how we operate.

I want everyone on this team to know what we’re trying to build as an organization and to have the space to pursue what they’re building for themselves. When those two things align — personal goals and organizational goals — that’s when the real magic happens. That’s when the work gets better, the culture gets stronger, and everyone wins.

Our Core Values

We’ve spent a lot of time thinking about our values — not as platitudes to put on the wall, but as practices we want to live into every day. These values are here to guide how we show up for our patients, for each other, and for ourselves. They’re also the foundation for how we train, lead, and grow.

These aren’t always easy to live out. But they matter. Because the way we work is the work.

1. Experience Is Co-Created

How we show up shapes the environment we’re in. Culture isn’t something separate from us — we’re all contributing to it in every conversation, meeting, and moment. Even when someone else is having a hard day, we get to choose how we respond. We use tools like the Drama Triangle and Presence Triangle to notice when we’re falling into blame, rescuing, or shutting down — and shift into more intentional ways of relating.

This value is about ownership — not just of outcomes, but of energy.

2. Grow in Self-Awareness

None of us are finished products. One of the best things we can do for ourselves — and the people we work with — is get better at seeing our own blind spots. We use models like the Johari Window and the “Above or Below the Line” framework to build shared language around reflection.

Above the line means being open, curious, and committed to learning. Below the line means being closed, defensive, and committed to being right. We all dip below the line sometimes. The key is noticing when we do — and having the courage to shift. Growth doesn’t happen by accident. It happens through practice.

3. Honest Conversations, Thoughtfully Delivered

We believe in radical candor — but we take it a step further. Yes, we need to challenge directly. But first, we have to care personally. And just as importantly, we need to communicate in ways that are thoughtful, respectful, and clear.

We’ve built tools into our culture — like the clearing model — to help us name tension instead of avoiding it. It might feel uncomfortable, but it’s how we build trust, prevent resentment, and stay in real relationship with one another. A team that talks honestly — and listens well — is a team that grows together.

4. Be Curious and Learn

Curiosity is one of the most underrated leadership skills out there. It lowers the ego, invites collaboration, and opens up new possibilities. Whether it’s a clinical challenge, a miscommunication, or a systems problem — asking what can I learn from this? gets us unstuck.

One of the best pieces of feedback I’ve ever gotten was to stop solving every problem before walking into the room. Bring people into the process. Let the solution emerge together. We’re not here to get it right all the time. We’re here to get better.

5. People Are the Point

Everything we do comes back to people. Not processes. Not systems. Not spreadsheets. It’s about the humans they’re meant to serve.

If something’s broken, we want to fix it — not because it’s inefficient in the abstract, but because it’s creating friction for someone on our team. If a patient is struggling, we care — not just because we’re supposed to, but because that’s why we’re here.

This is healthcare designed for human flourishing — and that includes the people doing the work.

Why This Matters

Culture doesn’t sustain itself. If we want to build something meaningful — something grounded, aligned, and worth being part of — then it has to be tended to. Not just with the right words, but with consistent actions. That’s why I stay involved in onboarding. It’s not because I have all the answers or because I need to be the face of everything — it’s because culture starts at the top, and I take that seriously.

As a CEO, it’s easy to get pulled into strategy, growth, operations — all the stuff that feels urgent. But the things that shape a healthy culture don’t always feel urgent — until they’re broken. Then it’s too late. So we commit to certain practices. We have conversations that aren’t always easy. We pause long enough to remind ourselves — and each other — why we’re doing this.

This isn’t about being perfect. It’s about being intentional. And when leaders show up with that kind of consistency — when we model the values we say we care about — it sets the tone for everything else.

This is the kind of organization I want to be part of. And I’m glad you’re here to help us build it.