You’re in planning mode…moving ahead, but want to make the retreat succeed

Hi, this is Francis.

You are putting together the plans for your strategy retreat some 2-4 months away. There are several details and moving parts to manage. When they all work together well, your team can create transformational strategic plans which are game-changing.

But you have some questions about the design of the event, including what leads up to it and what comes after. While we help you answer them in the checklist at the bottom of this page you may be interested in other resources we offer.

How do you design the retreat?

As you plan the event, you realize you need to make a number of critical decisions. But which ones are the most important?

Does the location matter? Can family events be included in the agenda if it’s in a nice beach location? What is the maximum number of attendees? Is any preparation required? Should long hours be anticipated?

We can answer these questions using the EndPoint Methodology we use to design two and three day offsites. For example, here is the way we answer the above questions:

  • Does the location matter? Yes
  • Can family events be included in the agenda if it’s in a nice beach location? No
  • What is the maximum number of attendees? 19
  • Is any preparation required? Yes – we generate provocative questions for Subject Matter Experts.
  • Should long hours be anticipated? Yes – on one day.

But that’s just us. Your situation is unique so you may not be able to use a generic process. As the host / sponsor / champion you will have to answer these and other questions.

We answer these and other questions for our clients, but if you don’t have a budget for your event, you may find value in the Blueprint for a Game-Changing 2023 Strategic Plan. It’s currently on sale for $25.

In the Blueprint, you will find the EndPoint Method laid out in detail. It’s our secret sauce, the result of 60 strategic planning offsites.

Click here for more information.

And in the meantime, gain immediate access to your complimentary checklist here.

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