RETREAT
Planning and Facilitation:
We provide planning and facilitation for a wide
variety of corporate and board retreats and meetings
including:
- Strategic planning
- Improving tactical execution
- New team or board start-up
- Team building
- Recalibration of business objectives
- Breaking out of fire fight mode
Before the
Retreat: We
work with you well before
the meeting in order
to…
• Insure that
a retreat is necessary
and the purpose of the
meeting is clarified
• Identify and
invite all key participants
• Interview all
participants to identify
key issues and challenges
to be acted upon at
the retreat
• Prepare an executive
summary of all key issues
and challenges
• Draft an agenda
that includes topics,
timeline and the person
responsible for each
agenda item
During the
Retreat: We
work to…
• Keep the team
focused on the task
at hand and driving
for results
• Encourage creative
thinking & full
member involvement
• Use a “parking
lot” for issues
that arise which are
not germane to the agenda
• Form working
sub-groups to tackle
issues best addressed
by a small group
• Assign action
items, deadlines and
responsible parties
for follow-up on each
retreat decision taken
After the Retreat:
We…
• Meet with the
team leader to debrief
the meeting
• Insure that
a follow up plan is
in place and acted upon
• Gather feedback
from all team members
on how to improve their
team process
• Draft a summary
that includes key issues
discussed, decisions
taken, action items
by owner, deadlines,
and date of the next
meeting that all team
members receive
• Insure the team's
daily efforts are closely
aligned with achieving
business goals
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