Every functional board needs some type of annual or even semi-annual retreat to be able to operate most effectively. There are many good reasons to conduct a board retreat – to build morale, establish or revisit the organization’s mission, vision or strategic plan, clarify roles and responsibilities or to plan and develop a direction for the year.
However, bringing the entire board together in person can be a challenge and it must be an effective use of their time. You must create a focused, meaningful and enjoyable experience for attendees.
XBInsight can facilitate your next board retreat, bringing expertise and experience in the planning, design, and facilitation of the meeting. Our experienced facilitators are focused on helping your organization achieve concrete, actionable results by:
Developing an effective agenda.
Ensuring discussions remain focused on your strategic priorities and agenda items.
Keeping the discussions relevant, on time and on task so that all issues are addressed during the meeting.
Develop action plans, suggestions and opportunities based on the meeting discussions and observations.
Our clients have benefitted from our ability to reduce or manage potential conflicts, promote a sense of neutrality, act as a catalyst for stimulating and assessing progress, and develop actionable, strategic recommendations based on the meeting’s outcomes.