Retreat Facilitation

BUSINESS & STRATEGIC PLANNING RETREATS

IS YOUR ORGANIZATION CONSIDERING HAVING A BUSINESS OR STRATEGIC PLANNING RETREAT?

 

One very important task that an organization must consider is the periodic gathering of those involved- owners, directors, officers, managers and key employees.  The purpose of this commitment is to review, revise and reaffirm the course of the organization regarding its mission, objectives and agendas for...   

  • Owners, Directors, Officers, Managers and Key Employees of Medical Practices and other Healthcare Organizations
  • Businesses, large and small
  • Professional Services Organizations
  • Financial Institutions
  • Not for Profit Groups and Organizations
  • Governmental, Civic and Community Staff
  • Educational Institutions
  • Professional Associations and Groups

What are some of the reasons that your organization is considering having a retreat?

  • Strategic planning and direction.
  • Knowing where to head, but not sure about tactics.
  • Putting out fires which detracts from doing the tasks that matter.
  • Revisiting the organizational vision and mission.
  • Building consensus for a project or program.
  • Expanding (or contracting) the organization.
  • Strengthening profitability and cut ting costs. 
  • Exploring other avenues of business compatible with our organization.
  • Some of the above and/or other issues…..

Is Considering Having A Retreat Right For Your Organization?

If you see your organization dealing with any of the above issues and concerns – or even other issues
and needs, please set up a consultation with Charles Denny.

Why Retain A Facilitator For Your Retreat?

Retreat Facilitators are organizers and communicators, with strong expertise in group dynamics. Their primary job is to create an environment of candid, two-way communication by all participants in the retreat.  A good facilitator should have the basic skills to organize, handle details and bring issues and objectives to closure. Does your facilitator have to have specialized knowledge of your business, industry or profession? Each organization needs to weigh the pros and cons of this important question and make a determination for itself but remember the fundamental task of the facilitator is to manage the structure of the retreat and not the content. The content is the role of the participants. 

Even though you may be weeks or a few months away from having your retreat, find your facilitator and bring that person into the planning process as soon as possible. Have your facilitator help you develop an appropriate scope and define a set of goals and expectations for your retreat. 

As for the retreat itself, set an agenda and block out a timetable for how you will use your time. Your facilitator is responsible to see that the group stays on track and sticks to schedule. A retreat of one to two days’ duration will be more than enough time. Some done in less than one day can be beneficial – if the agenda is short – just one or a few topics.

A properly organized and well-run retreat can breathe new life into an organization; provide needed focus and work to align your organization’s energy and talents. Selecting the right facilitator to assist will insure an excellent return on your investment.

Charles Denny has facilitated and led over 70 retreats and related events. Besides dozens of medical practices, individual physicians, hospitals and other healthcare entities on the many aspects of the “business side” of healthcare, his other retreat clients include Professional Services, Service Businesses, Start-up Enterprises, Technology Companies, Manufacturers, Distributors, Specialty Retailers, Banks, Real Estate Developers & Property Managers, Home Improvement Businesses, Municipal Governments, Travel Agencies and Non-Profit Organizations.

 

 
Nothing is more terrible than activity without insight.
— Thomas Carlyle