Should You Facilitate Your Own Strategy Retreat?

Download Should You Facilitate Your Own Strategy Retreat? to understand the top 3 guidelines to help you decide.

Most successful companies and teams conduct strategic planning sessions to ensure that key stakeholders agree upon where to play and what actions to take over the next twelve to thirty-six months. When conducting a strategy retreat, you have three main options (1) facilitate it yourself, (2) use an internal facilitator, or (3) hire an outside professional. Before even addressing the issue of who facilitates your strategy retreat, the first step should be to set clear and measurable business objectives. Without meaningful and realistic goals, it is too easy to waste time and money. Unclear objectives also make it difficult to select the most effective design options in terms of pre-work, design, timing, participation, location and post-retreat communication and cascading. All too often companies select dates and locations before they have a clear and agreed-upon picture of what success would look like from a strategy, culture and talent perspective. They then call companies like ours to help before they are able to answer the most basic questions of what would constitute a success and how that success would align with current business priorities. This is a mistake. When it comes to strategy retreats, form (the design) should follow function (the purpose). While many of our clients have very capable and knowledgeable internal facilitators, here are three situations that call for an outside facilitator for your strategy retreat.

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