A management retreat helps the leadership of a company or organization to sit back, deliberate and evaluate their team performance . There are elements to look into when planning your management/leadership retreat such as location, objectives, planning team, agenda and external consultants to be involved. Adept Advisory is pleased to share tips on how to plan your retreat. We help our clients effectively,plan execute and conduct a post analysis of the management retreat. We also provide team activities that are fun and cognitive as a value add to the experience. Our team activities are coupled with reflections and recap on lessons learnt and how they can be applied at the workplace.

1. Tips for planning a
successful Leadership
Retreat

2. Leadership teams share responsibility for the company’s/organization’s success, and fundamentals that must be
managed include your employees, clients, and other stakeholders.
To cultivate the proper environment for idea sharing, brainstorming, and synergy building, it’s necessary to give careful
thought to your meeting environment.
When planning your leadership team retreat, here are tips which can greatly enhance your results.
©Adept Advisory

3. Tip#1
Invite the right and effective individuals to the table
Are the key opinion leaders present, or at least represented in the planning team? Not
having your key players creates gaps in the planning and yield hard feelings that persist long
after the retreat.
T
E
A
M
©Adept Advisory

4. ©Adept Advisory
Tip#2
Plan with purpose
Have a clear purpose in mind of what you want to accomplish
in the management retreat. Make sure the purpose is
communicated coupled with a published agenda and overview
that is distributed to retreat invitees prior to the event.

5. Tip#3
Carefully consider where you’ll meet
Choose a location that offers a conducive environment that meets your purpose. Off-site locations provide an
ideal way to get everyone out of the office and away from daily interruptions, but ensure the site is convenient
and safe for everyone.
©Adept Advisory

6. Tip#4
Hire some external help
Consider bringing in an objective external professional facilitator to help increase efficiency and make the day run
smoother. An external consultant who is a specialist in guiding participants can help avoid unnecessary conflict and
also guide in the event and program planning.
Discussion
Goal setting
Planning
Brain storming
Relationship building
Needs analysis
©Adept Advisory

7. Tip#5
Offer food & creative activities to fuel their minds
A comfortable setting supplied with great food increases your odds of everyone
bonding and contributing their ideas. Having team activities that are creative
and cognitive facilitated by the external consultant also helps rejuvenate minds
and bring a calming effect.
©Adept Advisory

8. Tip#6
Follow up on decisions
Plan a follow-up to the retreat once you’re back at
the office. Set a date for team members to report on
their actions and tasks will build commitment and
increase the probability of things getting done.
©Adept Advisory

9. Tip#7
Eradicate distractions
Establish a cellphone free zone with limited connectivity. Ideally, all
cell phones, tablets and beepers should be turned off during the
retreat sessions to avoid interruptions, distractions and boost a
mood of relaxation and free mind.
©Adept Advisory

10. WE ARE HERE FOR YOUR MANAGEMENT RETREAT
Tel: 0737 873 901
Cell: 0724-895639 / 0720-566655
Email: business@adept-advisory.net
@Adept Advisory