Planning and Facilitating a Business Retreat

Pullen, Courtney
February 2005
Journal of Financial Planning;Feb2005, Vol. 18 Issue 2, p26
Academic Journal
This article outlines common characteristics in the planning and facilitating of business retreats. To paraphrase a classic line from the E-Myth Revisited, most business owners are so busy working in their business that they don't have time to work on their business. It is crucial for the success of a business to take a step back from its daily aspects and evaluate what is working, what isn't, and where the business is going. While that makes sense conceptually, many business owners become consumed to the point that they don't take the time to think strategically about their business. At a minimum, once a year, business partners and key staff should take a day away from the office to discuss the direction of the firm. This is in addition to the owner taking his or her own time to reflect on the business. A mission statement is the foundation of the business, as well as its beacon. A mission statement should inspire everyone in the office. It describes the purpose that all employees are working toward fulfilling. A retreat facilitator should ask everyone at the retreat to describe their individual strengths as well as their likes and dislikes about their job. Ask about motivation and dreams. They should then ask the group to describe the ideal practice, a practice they would absolutely love to create and to be a part of--and a practice to which clients would be attracted. The job of the facilitator is to encourage this conversation to be as open and creative as possible.


Related Articles

  • The Development of the Concession Project Management Mechanisms in Regions. Mingaleva, Zhanna; Pazdnikova, Natalia; Mitrofanova, Elena Alexandrovna // Asian Social Science;Dec2014 Special Issue, Vol. 10, p257 

    The article reviews the main issues and perspectives of the public-private partnerships in the Russian Federation. The aim of the work is to optimize the region concession project management system for the subject of the Russian federation on basis of the instantiation of concession procedure....

  • ms. biz.  // Public Relations Tactics;Jun2004, Vol. 11 Issue 6, p4 

    Advises employees on how to get the most out of an off-site corporate retreat. Development of a theme that ties the dual purposes together; Collection of exercises and other methods of working out problems; Creation of a workbook that has interactive material for everyone.

  • "Measure Your Impact" at 2004 APN Retreat.  // ONS News;Jan2004, Vol. 19 Issue 1, p8 

    Invites applicants for the 2004 Advanced Practice Nursing Retreat which will be held on March 18-20, 2004 in Tucson, Arizona. Theme of the retreat; Sponsors of the retreat.

  • Strategic retreat: A tool for growing your company. Erickson, Paul // San Diego Business Journal;7/22/96, Vol. 17 Issue 30, p21 

    No abstract available.

  • Leader weekend turns up chapter ideas. Leger, Robert // Quill;Aug2003, Vol. 91 Issue 6, p4 

    Highlights the Ted Scripps Leadership Retreat held in summer of 2003. Participants of the retreat; Details on the event's sessions and workshops; Chapters that sponsored workshops and sessions; Issues discussed at the retreat.

  • An answer to your prayers. Paciti, Richard // Community Care;7/19/2007, Issue 1682, p38 

    The article comments on the weekend retreat for health and social care professionals held at Worth Abbey: The Open Cloister in Turners Hill, West Sussex, England. He says he found the retreat helpful to take a step back from his work. He adds that it was enjoyable to be in beautiful surroundings...

  • Running productive partner retreats. Aquila, August // Accounting Today;4/18/2005, Vol. 19 Issue 7, p8 

    Explores ways to manage accounting retreats, structure the retreat and implement follow up activities. Key rules to running an effective retreat; Difference between a retreat facilitator and an outside speaker; Proposed five-step approach to structuring the next retreat.

  • Search and Rescue Experience Teaches Corporate Survival Skills. Thompson, Lance // Corporate Meetings & Incentives;Sep2004, Vol. 23 Issue 9, p43 

    Focuses on the use of wilderness rescue to teach corporate survival skills in the Tall Timber Search and Rescue Program at the Tall Timber resort in the San Juan Mountains. Participants' organization of searches and coordination of communication; Development of life-saving strategies.

  • Hating the tough love. Potkewitz, Hilary // Crain's New York Business;1/15/2007, Vol. 23 Issue 3, p47 

    The article explores the views of employees on corporate retreats. Corporate retreats featuring competitive team-building activities are becoming popular, but not everyone feels built up by the experience. The success of reality-based television shows such as The Apprentice, Survivor and The...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics