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Planning a Productive Retreat

 

What value is there in leadership or team-building retreats? Just consider the following.

  • An executive committee of an association, deliberating on strategic planning issues, identified who we are in terms of their membership. By focusing on the challenges and opportunities represented by certain membership segments, the committee created specific strategic initiatives for the upcoming year.
  • A 17 person CPA firm structured their most recent annual meeting to encourage greater teamwork by addressing the issues of 1) misinformation between management and staff and 2) lack of clarity around the firms goals, direction, and image. The results included improved productivity, enhanced esprit-de-corps, and most important, the understanding by every person of his or her role in supporting the firms strategic business objectives.
  • Encouraged by the informal setting of a retreat, a team, behind schedule on an important project, finally brought out into the open its concerns about the leaders way of handling disagreements. By examining the different methods of managing conflicts, the team came up with a process that would encourage divergent thinking and, at the same time, focus on how to make well-thought out decisions regarding the project.

    Leadership or team-building retreats for an executive committee, a board of directors or a project team can provide substantial return on investment for an organization or business, especially during times of change. Heres how to plan a productive retreat that ensures meaningful interaction, as well as, lasting results.

    Create a special environment.
    Participants need to feel relaxed and comfortable. The informal atmosphere lets them be themselves and interact in a more natural way. Dont just think meeting room. Think meeting place. It can be a resort, a historic inn, a conference center...in reality, any setting that allows for time out and getting away from the everyday routine.

    Determine success indicators.
    If a company doesn't have specific written objectives, it is wasting its money. In fact, Meeting Professionals International recently surveyed companies who had held retreats or off-site meetings within the past year. The survey found that more than half of these companies measured the results of the retreat against specific objectives to track their return on investment.

    Build in structure.
    The key to the structure of any retreat is a well thought -out agenda. Preparation before the meeting will enhance the buy-in and eventual commitment to the results of the retreat.

    Provide an external influence.
    This person might be an expert in group facilitation, an expert in a particular area or technical specialty, or perhaps a futurist or strategic planner. This is not an area to skimp on. A professional can take your retreat from just another meeting to a winning endeavor.

    As the popularity of team-building and leadership retreats grows, businesses and organizations that take the time to plan their retreats properly will be way ahead of the game. As one participant of a recent retreat said, We reached new heights in terms of where were going, the kinds of goals and objectives we need, and the leadership direction we need to be headed in. That is the sign of a productive retreat.

  • Author: Marcia Zidle
     
    Author Bio:

    Marcia Zidle

    Marcia Zidle, M.S. N.C.C., the ‘people smarts’ coach, works with business, government and community leaders to quickly solve their people management headaches so they can concentrate on their #1 job – to grow and increase profits. Her services include:

    • What Really Works Handbooks – resources for managers and supervisors on the front line
    • Power-by-the-Hour Programs – fast, convenient, real life, affordable courses for leadership and staff development
    • Your Strategic Partner – support to leaders who are in positions of high expectations, high visibility and high payoff.

    Marcia is founder of Leadership Hooks, a business coaching company, which helps executive teams, operations managers, business owners and agency directors to move their organizations from seat-of-the-pants to feet-on-the-ground leadership.

    She brings over 20 years experience from a wide variety of workplace settings, countries, and industries including: health care, financial services, professional practices, automotive and light manufacturing, energy, pharmaceuticals, telecommunications, event management, education, non-profits, local and state government.

    Finally, Marcia's ‘claim to fame’ is experiencing expatriate living with her family in Scandinavia and Australia. She has traveled in over 30 countries throughout Europe, the Middle East, Far East, and South Pacific. She welcomes invitations to speak internationally so that she can add to her growing list of interesting places to explore.

     
     
     

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