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10 KEYS TO A SUCCESSFUL
MANAGEMENT RETREAT

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Management retreats are tremendous opportunities to review, assess, align and move forward. Get the most out of your next retreat through effective planning and preparation.

1.  Select your site with care.

   * Your management retreat can be
     held on-site (at your place of work), 
     or off-site (at a home, hotel or 
     conference venue). Each has 
     its advantages.
   * On-site events keep costs low and
      familiar business facilities close at hand.
   * Off-site events reduce distraction and
     can promote  a "big picture" perspective.
 * Be careful not 
 to mismatch
 your event theme 
 and conference 
 facility. If your
 theme is "nose
 to the  grindstone", don't hold your retreat at
  Disneyland. If your theme is
 "stepping back to view the horizon", 
  don't hold your retreat in a busy downtown 
  conference center.

2.  Design your sequence with care.

   * The timing of activities is a key to 
     your success. Decide up front whether 
     you want a high-intensity working event,
     a laid-back and relaxing retreat, 
     or a balanced program combining 
     both worlds.
  * If you intend to combine work and 
    play, consider
     carefully which should go first.
   * "Work first, play later" gives participants
      something
      to look forward to, and a reason to 
      get through 
      business issues quickly.
   * "Play first, work later" sets a tone of
      enjoyment for
      the program and puts work issues closer
      to your
      return to the office.
   * "Work, Play, Work" lets you get started 
      on business issues, take a break, and 
      then come back to 
     complete your work after gaining some 
     recreational perspective.

3.   Circulate a Pre-Retreat Agenda. 

   * Let people know what your objectives 
     are for the 
     retreat. Give them an opportunity to 
     prepare for full and constructive participation.

4.   Use Meal Breaks to your Advantage.  
   * Use meal breaks to continue your program. 
     Arrange seating to foster appropriate 
     communication.
     Turn some coffee breaks into 
     "working breaks"
     with refreshments served inside your
     conference room.
  * Select food carefully. Avoid fried foods
    and heavy gravies - both put participants
    to sleep!
   * Start lunches with a salad, never soup. 
     Salad can be served in an instant, or 
     be ready on the table when your participants 
     arrive. Soup takes time to come hot from 
     the kitchen, and can set your entire agenda
     back by 10-20 minutes.
  * If you plan to have drinking during dinner,
   let the evening events be fun!

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Multicultural Management Skills

Learning For Success

Perspective

Enthusiasm

 

Self Assessments

What Makes People Work Well?

Mind Openers for Managers

Leader As Facilitator

Time Management

Communication

Team Building

Leadership

Delegation

 
5.   Present New Perspectives.  
   * Create perspective not usually seen
     at the office. Use examples outside 
     your industry to highlight key points.
     Engage external speakers
     to share cross-industry knowledge
     and experience.

6.   Involve Customers as your Guests.  
   * Bring in customers for specific portions 
     of your retreat. Golf games are traditional,
     but customer panels and discussion groups
     can also bring good results.

7.   Involve Suppliers as your Guests. 

   * Strengthening your partnership with suppliers 
     makes good business sense. Suppliers can
     bring unique value to your management retreat
     through industry perspective and competitive
     awareness.
     
8.   Circulate Post-Retreat Actions & 
      Agreements.    
   * Put decisions and new action plans in 
     writing. Send copies to retreat participants
     with an encouraging or congratulatory 
     note from the top.

9.   Gather Inputs & Recommendations.    
   * After the event, gather ideas for further
     improvement. Ask what participants want
     more of, and less of, at your
     next management retreat.

10.   Use an Outside Process Facilitator.    
   * It may be useful to engage a professional 
     facilitator to help with your retreat. Outside
     talent can bring years of experience to help
    design your event. A competent outsider can
    also serve as the "impartial party", keeping
    your group on focus and making sure 
     that everyone speaks, and is heard.
   * If you use an outside facilitator, don't let him
     be caught uninformed! Provide detailed briefings
     about your business and about the management 
     personalities involved.  v     

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