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Hi! I make Strategy Simple.

How to Plan a Successful Leadership Retreat

Published 7 months ago • 2 min read

What's Inside...

1. Ready, Set, Goals

I enjoy planning and facilitating leadership retreats for clients.

Each retreat provides an opportunity to reset, rejuvenate, and renew.

Here's a sampling of topics we cover:

  • Define Vision, Mission, & Values
  • Develop a new service offering
  • Create a 90-day plan
  • Improve cross-team communication
  • Clarify roles & responsibilities
  • Streamline processes to save time & money

Recently, I asked for client feedback on the impact of our work together.
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One of my favorite responses…
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​"Our new service offering generated $20k in one day. Thanks to our session, we were able to hone our focus in our service offerings to work congruently with our new vision and mission statement."​
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What’s even more exciting is that this offering is scalable & has potential to reach $100k in sales by this time next year –
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And it's just one slice of their overarching portfolio!
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Revenue generation is important – BUT…
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My heart truly smiles because this client found more joy in their work and stepped further into their strengths & deep expertise to help others succeed.

Make time to work ON, not just IN, your business - it's key to driving revenue, engagement, & impact.

2. The Keys to Success

  • Carve: Set the date. Block the calendar. Close the screens (all of them!) to focus & eliminate distraction.
  • Gather: Seek input beforehand to guide your agenda and 'pulse the room' before you meet. A concise 10-minute pre-retreat survey goes a long way and helps people invest in the process.
  • Plan: Define ahead of time what you want to accomplish and structure the agenda. Maybe it's a clear 3-year plan, defining your Vision, Mission, & Values, improving your team's communications, or a mix of these.
  • Build: Incorporate activities that help your team understand themselves more and how to interact with one another, and your clients, better. This free DISC assessment is just one tool.
  • Celebrate: Sprinkle in activities for everyone to laugh and have fun. We don't get enough real connection in our virtual world so seize this opportunity.

​Schedule a call today for help with your company's Leadership Retreat.

3. Ways to Work Together

Not ready for a full-scale retreat? Here are other ways we can partner.

  • ​Strategy Power Hour: 60-min virtual session to tackle a specific challenge your business is facing. (Schedule)
  • 1:1 Private Strategic Advisor: Develop long-term vision & near-term priorities and goals. Meet 2x/month during virtual sessions. (Learn More)
  • VIP Strategy Session for Growth: Virtual half-day session to leverage your expertise for growth. Develop your North Star & go-to market plan. (Learn More)
  • ​Exploring Entrepreneurship: 15-min virtual call to explore if entrepreneurship is the right path for you. (Schedule)

As always, thanks for reading.

To your strategic success,

Susan

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Hi! I make Strategy Simple.

Susan Maly

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