Maximizing Performance
& Board Retreat Facilitation

The focus in life-personal, familial and organizational should be more than efficiency. The emphasis should be effectiveness. Effectiveness occurs with detailed attention to managing performance and caring about results. Grow your way to success and satisfaction as you design a life, family, and organization that stands out from the crowd.
  • Development of strategic plans of action, tactical follow-up methods, business development strategies.
  • Building new levels of alignment and communication throughout the organization.
  • Identifying new methods of living out the group’s vision, core values and goals.
  • Facilitate group communication and interaction.
  • Governance re-structuring and organizational development.
  • Competitive positioning and development of branding proposition.

How the process works

  1. Pre-retreat interviews with attendees.
  2. Directed and communicative environment is set up offsite.
  3. Day long agenda is worked through in a participative format.
  4. Final report with agreed upon strategies.

Areas of Focus

  • Organizational strengths, weaknesses and external opportunities, threats.
  • Identification of critical issues facing the organization.
  • Actions necessary to be taken to address current challenges and future challenges.
  • A review of the mission and vision statements, and their applicability to the organization and its environment today and in the future.
  • Rating of the organization’s existing strategies.
  • Specific objectives to be accomplished as a result of the retreat.
Some of the Successful Board Retreats We Have Facilitated

Not all board and strategic planning meetings are created equal. Some are ineffective due to poor planning, lack of focus, lack of engagement, and lack of follow-up, others are crucial to your organization’s future. An outside group facilitator is generally not a wise investment for the former, but a professional facilitator may be essential for the latter.

Think about a professional group facilitator as your partner, someone who joins you in structuring and running a meeting that yields real results. He or she needs to be skilled, attentive, flexible, professional and courageous (why courageous? So that “sleeping dogs” are identified and “kicked” as necessary).

The decision of whether to use a facilitator for your next group meeting, workshop, retreat, or conference should be based on several factors: your leadership beliefs; the group’s history of effectiveness and interaction; the importance/value of the meeting deliverables; and your own desired level of participation in the meeting.