1. June 2015
Chumash Resort
Facilitated by
Andrew Papageorge
GoInnovate!
Strategic Thinking Retreat

2. 2015 Strategic Thinking Retreat
Purpose
To have Partners and Managers align on Mission, Vision and Values
Outcomes
• Mission, Vision and Values clarified
• Top 5 – 6 strategic priorities selected
• Teams formed to implement strategic priorities
• Everyone participated fully and had fun - a WOW! experience
Day 1: Monday June 15
Day 2: Tuesday June 16
Day 3: Tuesday June 17
Note: There will be breaks periodically throughout the 3 days
1:30 Welcome
Importance of Growth & Strategic Thinking
Creativity Skill Building
Teams Discuss Mission, Vision & Values
Teams Brief Other Teams
5:15 Close
6:30 Dinner
8:30 Group Activity
8:30 Breakfast
9:00 Welcome
Everyone Aligns on Mission, Vision & Values
Teams Discuss Firm’s Strengths, Critical Issues & Future Challenges
12:30 Lunch
1:30 Everyone Aligns on Firm’s Strengths, Critical Issues, & Future Challenges
2:30 Wine Tasting, Shopping, Relaxing, Hiking…
7:00 Dinner
8:00 Breakfast
8:30 Welcome
Strategic Priorities Selected
Retreat Follow-Up: Strategic Management System
Innovation Teams Formed & Discuss Next Steps
12:00 Close

3. 1
©GoInnovate!
2015
Strategic Thinking Retreat
Thinking −> Action −> Results
What is Lucas Horsfall’s
core business?
Strategic Thinking

4. 2
©GoInnovate!
2015
Retreat Agenda
2
3
Strengths,
Issues
&
Challenges
4
Strategic
Priori=es
5
Strategic
Implementa=on
Mission,
Vision
&
Values
1
Crea=vity
Skill
Building
Accountant Humor
Generating New & Useful Ideas
Principle
Thinking è
Action è
Results

5. 3
©GoInnovate!
2015
YOU
Are Already
Creative Introduction to Creativity Quiz
Creativity Overview
Analyze
Detail
Evaluate
Three Skills of Creativity
Imagine
Expand
Diversify
Think Freely
Build
Test
Research
Buy
Three Skills of Creativity
Apply Scan – Focus – Go …
Restaurants
Questions
Options
Points ofView
Facts
Action
Solutions
Relationships
Problems

6. 4
©GoInnovate!
2015
Don’t focus
while
scanning
Don’t scan
while
focusing
Rule: No Crossing Over Scan – Focus Practice
SCAN FOCUS GO Example
What is the most
unique
idea on your list?
What is the most
common
use of the cup?
What is the most
dangerous
use of the cup?
Bazookas
Killer phrases
Not checking assumptions
IdeaVapor
Yadda,Yadda,Yadda
Creativity Speedbumps
Write down
two SPEEDBUMPS
you use
that keep you
from being more
creative at work
or home
Creativity Reflection
What did you learn (re-learn)?
What new actions will you take?

7. 5
©GoInnovate!
2015
1
7
17 Breathe
BREATHE Most Fundamental Basis for Decision-Making
1
9
© GoInnovate! 2002
Mission: To have our clients achieve
their business and financial goals
History:
• Established in 1957
• Merged to become LHMP on 1/1/98
• Started by a few individuals with a big
vision, a willingness to take
entrepreneurial risks & strong perseverance
• Now there is a broad leadership base that
maintains the entrepreneurial spirit
• Firm is well recognized in the
geographical area it serves
Competencies:
• Diversification of
knowledge & skills
• Adaptability to Change
• Success motivated
• Building LHMP Brand
• Leadership
• Technology expertise
Values:
Integrity, Competence, Creativity
Teamwork and Communication
Future Challenges:
• E-Commerce
• Global Economy
• Value Billing
• Managing diverse personnel
needs June 23-25, 2002
Environment:
• Changing legislation and
delivery system
• Expanded client service
opportunities
Critical Issues:
• Transitioning and developing leadership
• Accountability – Personal responsibility
and follow-through
• Understanding & utilization of people
• Crisis in Communication
• Development of stronger education and
training program
• Re-evaluation of marketing model
• Balancing 3 jobs throughout firm
People
Growth Client
ServiceVision
LHMP Vision Map

8. 6
©GoInnovate!
2015
Pre-Retreat Questionnaire
Scan – Focus - Go
Individual EveryoneTeams
Mission, Vision & Values
1. Mission
2. Vision Element: Firm Size
3. Vision Element: Client Base
4. Vision Element: People
5. Vision Element: Services
6. Vision Element: Infrastructure
7. Vision Element: Community
8. Vision Element: WOW!
9. Values
Retreat Day 1 Reflection
What was the most valuable part of the day?

9. 7
©GoInnovate!
2015
GroupActivity
Strategic Thinking Retreat
Thinking −> Action −> Results
Day 2
Retreat Agenda
2
3
Strengths,
Issues
&
Challenges
4
Strategic
Priori=es
5
Strategic
Implementa=on
Mission,
Vision
&
Values
1
Crea=vity
Skill
Building

10. 8
©GoInnovate!
2015
Finaliza'on
(for
now)
Strengths,Critical Issues & Future Challenges Strengths, Critical & Challenges
1. Strengths 1
2. Strengths 2
3. Critical Issues 1
4. Critical Issues 2
5. Future Challenges 1
6. Future Challenges 2

11. 9
©GoInnovate!
2015
Individual
Whole
GroupTeams
3
4
34 Breathe
BREATHE
Paper Tear
Strengths,Critical Issues & Future Challenges

12. 10
©GoInnovate!
2015
Retreat Day 2 Reflection
What was the most valuable part of the day?
WineTastingRelaxing
Shopping
Hiking
Strategic Thinking Retreat
Thinking −> Action −> Results
Day 3

13. 11
©GoInnovate!
2015
Retreat Agenda
2
3
Strengths,
Issues
&
Challenges
4
Strategic
Priori=es
5
Strategic
Implementa=on
Mission,
Vision
&
Values
1
Crea=vity
Skill
Building
Booklist
Strategic Priorities

14. 12
©GoInnovate!
2015
4
6
46
Breathe
BREATHE
Strategic Management System
1. Refine & define all words in M,V &V
2. UpdateVision Map
3. Communication Plan (align organization)
4. Innovation teams (+staff) innovate
5. Key Success Measures reported
6. Education & Coaching
7. Regular reviews of progress
8. +++

15. 13
©GoInnovate!
2015
Innova=on
Teams
When
will
you
be
mee=ng
next?
When?
Who
do
you
want
to
be
on
your
team?
Who?
What?
What
do
you
want
to
achieve
in
the
next
4
weeks?
Whole
Retreat
Reflec=on
What was the most valuable part of the Retreat?
Strategic Thinking Retreat
Thinking −> Action −> Results