Company Retreat Tips

Chad Simons

Chad Simons

Great Ideas & Tips for Planning Your Company Retreat or Meeting

Question & Answer with Chad Simons
Chad Simons is director of sales at the Collaborative Leadership Center at Sugar Lake Lodge. Before he books a group meeting, he asks clients if they’ve asked – and answered – some key questions. Chad shares the questions he always asks, here.

What Questions Should a CEO Ask Before Booking Company Retreat?
“Now more than ever, return on investment is top of mind for businesses thinking about a company meeting or offsite retreat,” says Chad. “The days of companies hosting social-only gatherings are limited. Companies are serious about meetings focused on organization development, board training, leadership development and strategic planning. “Before booking a meeting, Chad asks his clients to answer the following questions.

1. What’s the desired outcome of the meeting? Ask the CEO or meeting leader what they expect to achieve when the company retreat has concluded.  Have very clear expectations. Outcomes might be a sales goal and action plan, a development program for employees, a new business plan, etc.

2. Would having an outside facilitator improve the meeting and outcome? Consider a professional that will meet with you prior to the meeting to understand your goals and needs, help plan the agenda, keep the meeting on task and make sure the desired outcomes are met. The Collaborative Leadership Center works with The Prouty Project, among other professionals, who offer facilitation services and can be valuable business partners long after the meeting adjourns.

3. How will you measure the success of the meeting? Metrics are more than a business buzzword. An offsite meeting should not only have a clearly stated outcome but a set of measurable goals, which might include action plans, participant satisfaction as well as a check list of discussion items the group should address.

Chad’s been helping companies and associations plan leadership development and business planning retreats and meetings for 17 years. He can be reached at chad@sugarlakelodge.com. Follow him on Twitter @SugarLakeGuy.

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