I recently completed a rewarding experience leading the strategic planning process for a highly regarded non-profit healthcare organization, culminating in a well-reviewed 4 hour virtual board retreat. 100% of board members said it was “Definitely True” or “Somewhat True” that they felt more connected with the other board members as a result of the retreat. Other comments included:
“Even though it was virtual, I think the content was the best of the retreats we have had in the past 5 years.” – Board member
“I feel like I came away from the session with a stronger understanding of the issues facing the organization and a stronger commitment to some of the strategies being pursued to address those issues.” – Board member
Here are 5 elements from our overall approach that I think contributed to our successful virtual board retreat:
- CEO leadership. This CEO is a visionary leader. I believe his preparation, role modeling, and belief in the process was critical.
- Team building. We incorporated an easy team building activity that got our participants talking and helped build connection. It was simple: we asked, “What is one thing that has helped you drive and maintain your own personal resilience?”
- Relevant facts. We shared the context the board needed so that they could effectively evaluate the plan. This included the competitive landscape, current trends, and recent events.
- Ownership. The leadership team (not me) presented the plan and fielded questions with passion and conviction.
- Great, concise content. The team built a simple but comprehensive plan – that fit on one page.
Have a question? Have an idea to share on effective board retreats? I’d love to hear it! Contact me at email@example.com