IMPACTFUL RETREATS AND EXPERT FACILITATION

Retreat program design and masterful facilitation for senior leadership teams, YPO/EO forum groups, and project/department groups looking to tackle their most significant challenges and undergo transformational experiences.

ABOUT RETREATS AND FACILITATION

CREATING IMPACT AND CONNECTIONS FOR LEADERS AND THEIR TEAMS

Facilitated Retreats provide a unique opportunity to delve deep into topics and issues that can’t be addressed in the normal course of business. They allow teams and groups to share at a profound level and make more meaningful connections.

RETREAT TOPICS AND PROGRAMS

BUSINESS & STRATEGY

  • Strategic Planning

  • Quarterly Priorities/Objectives

  • Project/Team Launch

  • Talent Strategy

  • Risk Assessment/Mitigation

  • Organizational Design

  • Change Management

  • Process/Systems Design

  • Financial Forecasting/Modeling

LEADERSHIP & TEAMS

  • Project/Team Retrospectives

  • Team Cohesion/Bonding

  • Radical Candor and Feedback

  • System Thinking and Design

  • Extreme Ownership/Accountability

  • Decision-Making Rights

  • Role Design and Mapping

  • Developing Talent

  • Conflict Resolution

PERSONAL DEVELOPMENT

  • Leadership/Management Skills

  • Communication Skills

  • Time/Calendar Management

  • Personal/Professional Priorities

  • Resilience Development

  • Delegation

  • Managing Direct Reports

  • Whole Life/360 Assessment

  • Legacy Planning

  • Critical/Strategic Thinking

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FACILITATED RETREAT BENEFITS

CLEAR AGENDA THAT FOCUSES ON THE RIGHT ISSUES AND TOPICS

Careful planning creates a powerful agenda focused on the right issues and expert facilitation keeps the discussions on track.

DEEPER AND MORE MEANINGFUL CONNECTIONS

Getting out of the normal workplace allows teams to create new opportunities to share and go deeper with themselves and each other.

CLEAR GOALS AND OBJECTIVES THAT WILL DRIVE SUCCESS

Retreats are unique and valuable opportunities to tackle the big issues that have been holding you back and envision a new future of success.

WANT TO LEARN MORE?
BOOK A FREE CALL TODAY

Want to learn more about Retreat Planning and Facilitation program? Book a call and we can discuss the program in more detail, your situation and needs, and how we can create the future you and your team desire.

RETREAT PLANNING PROCESS

COLLECT INSIGHTS

By collecting insights and feedback from your team/group members, we can assess the topics and activities that garner the most interest, generating buy-in and commitment to the objectives.

SET PROGRAM GOALS

Based on the collected feedback and discussions with management, we create a customized agenda to address the desired outcomes and create an impactful and enjoyable experience for everyone involved.

SELECTION LOCATION

We select a location and secure accommodations and services by considering criteria such as team location, logistics, travel times, accommodations, activities, and environmental factors.

DESIGN PROGRAMS AND ACTIVITIES

Once we have a location, we can dial in the activities and programming to address the retreat objectives and desired outcomes. Our goals are to create an amazing experience that is also learning-focused and impactful to the participants.

PREPARE AND ENGAGE

Once we have the retreat agenda, location, and activities planned, we can create the proper prep work and pre-meeting activities. This includes gathering data, having members think through topics, and ensuring everyone arrives in the right mindset.

P U B L I S H E D

THE BEST WAY TO LEARN AS AN EXECUTIVE? ASSUME YOU KNOW NOTHING

Executives in growth companies need to be constantly learning, and the best way to do that is to develop a beginner's mindset.

One of the biggest challenges in growing and scaling a business quickly is raising the bar on the CEO and the senior team. If the leaders of the business don't continuously learn and expand their thinking, the company will be stuck and growth will be anemic. Grow the leaders and the company will follow naturally. But it's not easy.

As a leadership and strategy coach, one of my first jobs is to make sure the right people are in the right seats. But I also need to make sure they have the right mindsets. I can have the best experts in the world with decades of experience, but if they are closed to new ways of thinking and new strategies, all of the coaching in the world won't make a difference.

I often get brought into situations where the business is stuck and performance is lackluster. And when I speak with the executives in these situations, what I typically find is that they tell me they've studied every angle of the business and have tried every possible option.

WHAT PEOPLE SAY. . .

Stephanie Sarka
Founder/CEO

Working with Bruce was a great investment. He was able to facilitate critical discussions, give us thoughtful guidance, and provide helpful insights into our dynamics as a team. As a seasoned entrepreneur and executive, I know the value an experienced and professional coach can provide. Bruce is one of the best I’ve met.

Marcia Shapiro
President

Working with Bruce has truly exceptional. He provides a clear structure to the coaching process with pre-meeting and post-meeting questionnaires and a structured agenda for our face-to-face meetings. Bruce is able to ask just the right questions to probe beyond the surface and find deeper issues and find root causes.

Gene Hsiao
Director

My team brought Bruce onboard to help improve the way we operated. I've never worked with a coach who can zero in on the problem as well, or as quickly, as Bruce did. Within a few short days he had sized up our unique situation and had questions that got us thinking in new ways and seeing issues from new perspectives.

While you need to compete and win to get to the top, once you're there you need to focus on teamwork, collaboration, and motivating others. If you continue to lean only on the skills that helped you rise to the top, you'll fail to build a strong and high-performing leadership team around you.

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