57. How to Plan an Effective Leadership Retreat
What’s Inside
Ready, Set, Goals
The Keys to Success
1. Ready, Set, Goals
I enjoy planning and facilitating leadership retreats for clients.
Each retreat provides an opportunity to reset, rejuvenate, and renew.
Here's a sampling of topics we cover:
Define Vision, Mission, & Values
Develop a new service offering
Create a 90-day plan
Improve cross-team communication
Clarify roles & responsibilities
Streamline processes to save time & money
Recently, I asked for client feedback on the impact of our work together. One of my favorite responses… "Our new service offering generated $20k in one day. Thanks to our session, we were able to hone our focus in our service offerings to work congruently with our new vision and mission statement." What’s even more exciting is that this offering is scalable & has potential to reach $100k in sales by this time next year – And it's just one slice of their overarching portfolio! Revenue generation is important – BUT… My heart truly smiles because this client found more joy in their work and stepped further into their strengths & deep expertise to help others succeed.
Make time to work ON, not just IN, your business - it's key to driving revenue, engagement, & impact.
2. The Keys to Success
Carve: Set the date. Block the calendar. Close the screens (all of them!) to eliminate distraction & focus.
Gather: Seek input beforehand to guide your agenda and 'pulse the room' before you meet. A concise 10-minute pre-retreat survey goes a long way and helps people invest in the process.
Plan: Define ahead of time what you want to accomplish and structure the agenda. Maybe it's a clear 3-year plan, defining your Vision, Mission, & Values, improving your team's communications, or a mix of these.
Build: Incorporate activities that help your team understand themselves more and how to interact with one another, and your clients, better. This free DISC assessment is just one tool.
Celebrate: Sprinkle in activities for everyone to laugh and have fun. We don't get enough real connection in our virtual world so seize this opportunity.
Schedule a call today for help with your company's Leadership Retreat.
3. Ways to Work Together This Year
Not ready for a full-scale retreat? Here are other ways we can partner.
Strategy Power Hour: 60-min virtual session to tackle a specific challenge your business is facing. (Schedule)
1:1 Private Strategic Advisor: Develop long-term vision & near-term priorities and goals. Meet 2x/month during 1-hr virtual sessions. (Learn More)
VIP Strategy Session for Growth: Virtual half-day session to leverage your expertise for growth. Develop North Star with your go-to market plan. (Learn More)
Exploring Entrepreneurship: 15-min virtual call to explore if entrepreneurship is the right path for you. (Schedule)
As always, thanks for reading.
To your strategic success,
Susan
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