Senior Retreat Facilitation for Strategic Planning

When is the right time to engage us?

This offering is a strong fit when:

You need an external moderator and a neutral space for in-depth conversations
There is misalignment within the leadership team
Major changes or decisions are on the horizon that require the team to step back and reflect together

Our approach is designed to ensure your retreat is both engaging and impactful. A typical facilitation process includes:

Initial Conversations. We meet with the retreat organizer(s) to clarify goals and expectations.
Leadership Input. We hold a session with the sponsor or team leader to understand their vision and priorities.
Staff Assessment. We conduct a short survey to gather staff perspectives on key themes and desired outcomes.
Agenda Development. We design a retreat that balances relationship-building with focused discussions or deliverables, based on your objectives.
Facilitation. We lead a highly interactive session that fosters honest dialogue and a productive, enjoyable experience.
Follow-up Support. We offer options such as debrief calls and/or a written report to help sustain insights and action beyond the retreat.

Team coaching often addresses:

A two-day, co-facilitated retreat budget — including preparation, intake, and reporting — will depend on the scope.

If you’re ready to move forward, here are the next steps:

Confirm the retreat’s objectives with your leadership team and colleagues. We’re happy to support this conversation if helpful.
Once you have clarity on your goals and budget, we’ll provide a formal proposal.
Upon approval, we’ll confirm the date and venue, and begin the intake process.