How to Facilitate an Annual Planning Retreat

The Better Leadership Team Show

In this Mike on the Mic episode, I share my insights on facilitating an effective annual planning retreat. I'll guide you through the essential steps to align your leadership team on key priorities, foster deep collaboration, and set the strategic direction for the upcoming year. We’ll discuss common pitfalls to avoid, necessary pre-work, and how to craft a comprehensive agenda that drives results. Whether you’re a CEO or a member of the leadership team, my goal is to equip you with actionable insights to make your next retreat a success. Tune in and transform your planning process into a powerful tool for growth and alignment.

Thanks for listening! Connect with us at mike-goldman.com/blog and on Instagram@mikegoldmancoach and on YouTube @Mikegoldmancoach

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1. How to Facilitate an Annual Planning Retreat (00:00:00)

2. The Importance of Annual Planning Retreats (00:01:43)

3. Common Pitfalls in Annual Planning (00:02:10)

4. Objectives of the Annual Planning Retreat (00:03:10)

5. Pre-Work and Preparation (00:06:26)

6. Choosing the Right Location (00:07:32)

7. Facilitation Tips for Effective Meetings (00:08:42)

8. Crafting the Agenda: Key Components (00:13:05)

9. Reflecting on the Past Year (00:21:09)

10. Vision and Strategy Planning (00:22:10)

11. Focusing on People and Culture (00:25:39)

12. Prioritizing Discussion Topics (00:29:41)

13. Creating the Annual and Quarterly Plans (00:30:27)

14. Wrapping Up and Cascading Communication (00:35:08)