Effective offsites are an opportunity to focus on both what a team needs to achieve - strategic outcomes and planning - and how the team is operating, including addressing key issues that may be standing in the way of team effectiveness. We will work together to plan your offsite using the following approach:
Understand Your Needs: Our initial discussion will include getting aligned on the current situation for your team and your business, as well as logistical questions around timing and scope. Some questions we will consider:
- What are the strategic outcomes and imperatives your team needs to achieve?
- How effectively is your team working together?
- What challenges and opportunities exist for your team?
- What challenges are more urgent or important to address?
- What are the implications if your challenges or opportunities are NOT addressed?
Discuss Options: There is rarely enough time to accomplish everything in one setting. I will share options and recommendations on various approaches we can use to ensure your most important topics and issues are addressed.
Pre-work: Most successful offsites include some amount of pre-work for participants. We will partner on what this looks like for your team, including materials and logistics.
Facilitation: I will be the primary facilitator, but will ensure full partnership and collaboration with the leader of the team. There may be certain areas where the leader or a team member may be the right person to lead the discussion.
Follow-Up: In addition to reference materials, we will discuss next steps and how I can help with agreed-upon action items.