5 Steps to a Successful Retreat

Executive teams and leaders need time to plan, problem-solve, motivate and be inspired. With planning your retreat can provide the right environment for amazing outcomes… 

Retreats are not One Size Fits all

Common Mistakes in Setting Up Your Retreat

Poor Planning

Not enough time devoted to proper planning of the retreat. There are "before, during and after" preparations needed.

Lack of Clarity

Lack of clarity and purpose regarding the retreat and its impact on daily work. Many leaders assume people will make the connection between their work and strategic goals.

Unrealistic Goals

If the purpose is unclear, so too will the actual goal of the retreat. everyone needs to understand what the deliverable is, the desired outcome, in order to engage.


Confusing activity with effectiveness. This is a problem personally as well as in your leaders. Inundated with information, it is challenging to focus.

One and Done

Seeing the retreat as an event vs part of a longer-term strategic objective. The retreat needs to be part of an strategic initiative that will bridge strategy with execution.

Analysis Paralysis

Reluctance to take action. It is important to commit to take action once you prepare and plan, in order to fulfill your objectives and maintain momentum.

Get More Than Results!

Download the planning worksheet and checklist to help you hold a successful retreat. This will keep you focused and on track so you and your team have a valuable experience.

strategy Execution gap

In almost all cases there is a failure to bridge what we call the Strategy Execution Gap.  Failures typically are due to issues with planning, alignment and execution.

What is the secret to getting consistent results from your retreats year over year? Watch the video as Dr. Cynthia Howard explains this gap.

Lead an Initiative

Plan and prepare for the retreat as a part of a larger objective.

Go for Impact

To make an impact, you have to plan at every level of the organization.

Stability vs Change

Are your leaders prepared to handle the tension between status quo and change?

Get Help

Deciding you can do this yourself leads to many of the issues we discussed.

Team Development

When you plan and prepare you develop your team in the process.

Download a Team Charter to help you with planning and execution.

download your report

We have the main elements of this training in a report. Keep this handy as you plan your retreat.

Work with Executive Coach | Performance Expert

Dr. Cynthia Howard

“and have seen the same problems over and over. I have developed systems to break through those issues. I want to share my expertise with you so you can have more influence and make a bold impact. Schedule a complimentary call and let’s talk specifically about your challenge.”

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