How Does Your Organization Schedual A Board/Staff Retreat?

1. Contact Mark W. Zalkin, 303-756-5504 or mark@zalkin-training.com to explore your specific needs along with his potential availability.

2. Obtain approval from your key leadership and/or board/staff.

3. Book the final date frame with Mark.

4. Mark will initiate the balance of his 4 Phase Planning Process:

Phase I: Initial inquiry and conversation with agency Exec and/or President/Other Leader: This is the inquiry phase where the situation is outlined and potential retreat issues/content are explored.

Phase II: This is the phase where professional and lay leadership explore the potential treat issues/content that came out of Phase I.
This can take place in your own meetings and/or in conference calls/emails with me. (It is extremely important that all emails are copied to everyone involved in the development of issues). The purpose of Phase II is to insure that the retreat is ultimately developed and owned by lay and professional leadership.

Phase III: The prioritized issues/agenda items that you and your group want covered for the retreat are emailed to me. I take this information and develop the initial agenda for both sessions. I also determine specific interactive delivery techniques that would be used to get the material across during the retreat sessions.

Phase IV: The final retreat participant materials are developed and sent back to you (and your identified lay/professional leadership group) for final review, comments, thoughts and suggestions. I then tweak the materials and they are ready for duplication.

Zalkin Training and Development offers the following three package options for board/staff retreats:

Option 1: One-Day Board/Staff Retreat

Option 2: One Day Retreat + Six Month Follow-Up

Option 3: Two Full One-Day Retreats + Six Month Checkup Session.
Two One-Day Retreats scheduled a year apart with a checkup session at the six-month mark.

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

303.756.5504 - mark@zalkin-training.com