You know you would like to convene people to move work forward, but how do you decide whether it will be most effective to hold a meeting, a retreat, or a summit, or just hang out together?
Before investing in a retreat as a sponsor, planner, or participant, use the three steps below to determine what type of event will be most effective.
If you decide that a retreat is right for your group, consider these questions to make the most of your time together.
- What is your desired future state a year from now? (Step 1 above)
- What is the retreat’s primary purpose: imagine, focus, strengthen, or connect? (Step 2 above)
- Desired retreat outcomes: What do you need to accomplish, produce, and/or resolve together at the retreat?
- Who will sponsor the retreat?
- Who should participate?
- Who will infuse energy? New ideas? Play well with others? Stimulate discussion?
- How will you engage everyone, particularly if attendance is required?
- Should participants represent a constituency or consider the common good?
- Retreat design
- Who will lead the day (sponsor, member of the group, outside facilitator)?
- Who might help facilitate activities (people at all levels)?
- Increase impact
- How will the retreat inform future discussions?
- What is the budget?
- How many participants?
- Visual record
- How will you capture ideas and document agreements during the retreat?
- How will you use these afterward?
- How will you gather feedback?
- What is needed to continue moving forward after the retreat?
Please add comments about your experiences with retreats, and helping groups imagine, focus, strengthen, or connect!