Typical Objectives of a Leadership, Management, or Board Retreat:

 

• Developing a vision / mission

• Opening lines of communication

• Reviewing financials / planning $

• Determining roles/responsibilities

• Setting policy

• Approving procedures

• Solving critical problems

• Strategic Planning

• Succession Planning

• Team or board development

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 Why hire an outside facilitator?

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• Keeps the group on track

• Provides a neutral perspective

• Takes the drudgery out of some tasks

• Holds the group accountable for its agreements, behavior, and procedures

• The group accomplishes more in less time

 

Facilitator Responsibilities:

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• Submit draft agenda and determine final agenda with client

• Prepare processes and materials to achieve agenda

• Provide facilitation supplies and meeting materials

• Conduct pre-retreat survey and 1:1 interviews

• Preview meeting site; room set-up, and break-down

• Submit invoices in a timely manner

• Document major processes, discussions, and outcomes

 

Client Responsibilities:

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• Supply venue with adequate wall space

• Select and invite participants

• Provide meals, snacks, and beverages

• Provide two flip chart easels and any AV equipment client might need

• Email materials to facilitator (any spreadsheets, budgets, reports, etc.)

• Email agenda and pre-work to participants

• Pay deposit within 10 days of confirming dates; pay balance upon receipt of invoice

 

A few client quotes about Anne / Nov 2016 management planning retreat:

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1. Always is fantastic and really keeps us on track

2. Unbelievable at summarizing concepts, ideas

3. What can I say? “You’re the best!”