Retreats Should Focus on Conversations and not Presentations

When we facilitate executive retreats, we use the 30/70 rule. 

30% presentation 

70% conversation

Think about it this way - you spend so much time and money traveling to meet in person (leaving your family and favorite pillow behind), so you want to make the most of that time. Don’t do things that could easily be done virtually (or through email). 

SYNERGY (noun);  combined efforts being better than the parts.

Retreats are an opportunity to build team synergy through critical thinking, brainstorming, challenging, testing, and discovering best solutions.  

Meaningful pre-work is a must - you don’t want the team coming in cold and unprepared. And, they don’t want that either.

  • Gathering and presenting data

  • Introducing ideas and innovations 

  • Asking questions

Topics should focus on IMPACT;   

  • growth, depth, and reach of your firm

  • client experience

  • employee, team support

  • improving your industry and the communities you serve


Let us take the organizational load off your shoulders for your next team retreat.