Option 1: One-Day Board/Staff Retreat

Building of Retreat Agenda: There are two options for building the agenda:

Option A: Key issues and concerns are shared with Mark from the agency executive, leadership development chair and/or president. Mark sends out preliminary material. Once there is agreement for Mark to facilitate the retreat, an initial retreat agenda is developed and emailed to identified key lay/professional leaders and the retreat planning committee (if there is one) for their comments, thoughts and suggestions. Following the receipt of comments, thoughts and suggestions, the agenda is tweaked, adjusted and finalized. The actual session(s) are then constructed, the participant handout prepared and sent to the agency executive and/or other key identified individuals for final approval. (This can also be handled via phone.)

Option B: When time permits, and the scope of potential needs is very broad, key lay and key professional staff will be emailed a questionnaire to determine strengths and challenges. The data from this questionnaire will be helpful in the establishment of the retreat agenda and/or to support projected retreat goals. Again, the data received from the questionnaire, along with Mark’s initial analysis and program recommendations, will be sent to identified lay/professionals for their comments, thoughts and suggestions.

Within 4 weeks of the actual retreat date: Mark will facilitate the finalization of specific retreats goals/content with key professional staff and board and/or retreat leaders. Typical goals for one-day retreats include: clarifying goals, roles and responsibilities, relationships and processes; team building, examining/revising the mission statement; and handling board members/leaders/staff members who do not honor their commitments.

Early on in the planning process, Mark will request and review current copies of your organization’s bylaws, and selected programmatic marketing, and PR materials in order to get a clear picture of your agency.

Financial Commitment: Call or email for current for a one-day session prices. (One day could include an evening session following by a morning session.) This fee included, in addition to facilitation, all pre-retreat preparation time including phone calls, agenda development, questionnaire preparation/analysis, phone interviews, a brief post-retreat written report outlining decisions made and clarifying responsibilities and timelines for implementation. This fee does not include transportation/hotel costs, assessment tools and participant workbook duplication costs. (Agencies may help reduce costs by agreeing to be responsible for material duplication.)

A deposit is requested to confirm and hold your date.

For more information or to make an appointment
Call or email Mark today.

303.756.5504 - mark@zalkin-training.com