A Board or Strategic Planning Retreat can be an invaluable tool for clarifying and defining an organizations vision of the future, generating excitement and gaining some training particularly in the area of fundraising. Coming together in person, and meeting outside of the workspace, the leadership team can can reflect on past experiences and put forth new ideas in a relaxed and collegial environment. With professional facilitation your organization can include the goal of producing a document that can serve as a 1-2 year action plan.
An example format the we recommend and have had success with consists of:
• Pre-planning meeting and guided retreat preparation. • Creation of a tailored retreat agenda and program. • Tailored meeting documents. • On-site professional facilitation of 3 hour planning retreat to keep conversation productive • Post-meeting summary document with action plan! As our proven track record facilitating retreats shows, we can fully meet your strategic planning needs.