Company: Mairs & Powers, Inc.
Challenge: Integrate a team building retreat into a successful and established planning process.
- Discussions before the meeting to establish priorities.
- Incorporate fun activities to add team building to the meeting.
For Mairs & Power, Inc., a St. Paul-based investment advisory firm, strategic planning is part of the culture. Planning meetings typically take place in the company’s offices on a weekend but several changes had the firm looking for a location away from the office.
“We had an ambitious list of issues to discuss and we had two new partners so we wanted to do some team building and create a retreat feeling,” said Andrea C. Stimmel, Treasurer, Chief Compliance Officer and Director of Operations. The firm worked with the Prouty Project, who recommended looking at Sugar Lake Lodge to take advantage of a new meeting environment and conduct an offsite meeting to incorporate some fun for the team, like golfing and boating.
Before the meeting, Jeff Prouty and Mike Felmlee of the Prouty Project interviewed employees about strategy and growth and leadership and worked with the executive tem to develop an aggressive, but realistic agenda.
“Jeff and Mike were instrumental in the process and helped us run a successful meeting,” said Andrea, who added that the group enjoyed the innovative techniques used by Prouty that kept everyone engaged and encouraged open dialogue.
“We left the meeting with six specific strategic priorities that everyone agreed to.” Andrea said “The meeting met all expectations. “Our goal of combining the strategic planning session with team building and fun was definitely accomplished. Our retreat was a very positive experience.” ”