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Table of Contents
CD Contents
Acknowledgements
Introduction
SECTION ONE Materials for the Facilitator
Chapter 1 – Working With the Client
Nine Reasons to Hold a Retreat
Ten Reasons Not to Hold a Retreat
What if the Client is Your Boss?
Aligning Yourself With the Client
Kinds of Retreats
Using a Specialized Retreat Format
Chapter 2 – Planning the Retreat
Pre-Retreat Interviews With Participants
Identifying the Scope of Issues and Creating the Retreat Plan
Who’s Who in Planning a Retreat
Involving Participants in Retreat Planning
Deciding Whether to Work With a Co-Facilitator
Thinking About Logistics
Creating the Conditions for Success
Chapter 3 – Retreat Design Issues
Sins of Omission – The Top Retreat Design Mistakes
Pre-Work for Retreat Participants
Using “White Space”
Capturing the Work Product
Design Issues for a Series of Retreats
Chapter 4 – Retreat Design Components
Introduction
Ground Rules or Norms
Individual Check-In
Reporting on Your Findings
Content Segments
Decision Making
Action Planning
Closing
Post-Retreat Follow-Up
The Importance of Timing
Chapter 5 – Structuring the Retreat
Group Size and Composition
Varying the Methodologies
Incorporating Rituals
Chapter 6 – Leading the Retreat
Key Facilitation Practices
Encouraging Participation
Process or Content Facilitator?
When Should the Facilitator Intervene?
Giving Feedback to Retreat Participants
Co-Facilitation Challenges
Diversity Issues
Recording the Group’s Work
Monitoring the Group’s Energy
Changing the Plan
Chapter 7 – How to Recover When Things Go Awry
A Few Participants Dominate the Discussions
The Group Keeps Wandering Off Task
The Group’s Energy Is Flagging
A Participant Continues Plowing the Same Ground
A Participant Repeatedly Disrupts the Conversations
The Participants Refuse to Deal With Important Issues
A Senior Manager Violates the Ground Rules
People Are Misusing Humor
A Participant Is Overtly Hostile or Refuses to Participate
“I’m Outta Here” – A Participant Walks Out
A Participant Gets Furious, Defensive, or Bursts into Tears
Participants Are Turning the Retreat into a Gripe Session
Participants Are Resisting New Ideas
Activity: Gains and Losses
An Intense Conflict Breaks Out
A Participant Breaches Another’s Confidence
The Group is Resisting You
Chapter 8 – Helping Participants Make Decisions and Plan for Action
Methods of Decision Making
Activity: Let’s Take Our Chances
Types of Retreat Decisions
Activity: Our Stable of Clients or Resources
Activity: Rating Resources
Activity: Criteria Evaluation Grid
Activity: Show Me Our Future
The Nub Action Planning
Chapter 9 – Leading a Strategic Planning Retreat
Why Strategic Planning?
Elements of Organization Strategy
Activity: Exploring Strategic Direction
Activity: Prioritizing Constituencies
Activity: Distinctive Competencies
Activity: Our “Proverbial” Differentiation
Activity: Sell Me Glamour
Activity: Centers of Excellence
Discerning the Organization’s Values
Activity: Values Vignettes
Activity: Values Auction
Understanding the Environment
Activity: Glimpses into the Future
Activity: Alternative Futures
Evaluating Work Processes
Planning for Action
Activity: Targeting Results
Checking Against Resources
Activity: Resource/Impact Matrix
Devising Strategies
Testing Strategies
Activity: Obstacle Busters I
Writing the Plan
Chapter 10 – Leading a Culture Change Retreat
Great Expectations What Can Realistically
Be Accomplished at a Retreat
Activity: Visit Our Village
Activity: How We Behave
Activity: Timeline of Our History
Activity: Significant Stories
Working With Sensitive or Controversial Issues
Activity: Silent Dialogue
Reward Structures Help Shape Culture
Activity: What Gets Rewarded Here?
Activity: Reward Sonatas
How Individuals Foster Cultural Change
Activity: We’ll Keep…
Recognizing and Removing Obstacles to Change
Activity: Obstacle Busters II
Feedback for Senior Executives
Chapter 11 – Leading a Team-Building Retreat
If You’re Asked to Lead a Teambuilding Retreat
Characteristics of a Productive Team
Activity: Are We Dropping the Ball?
Purpose and Goals
Activity: Purpose Check
Activity: “Purposeful” Poetry
Activity: Wouldn’t It Be Great If…?
Exploring How Things Are and How Participants Would Like Them to Be
Activity: Vehicle For Change I
Activity: Ask the Genie
Clarifying Individuals’ Roles and Responsibilities
Activity: Picturing Our Roles
Activity: This Could Be Me
Improving Work Processes
Strengthening Communication
Activity: How We Communicate
Exploring the Importance of Feedback
Activity: Speed Feedback Rounds
Activity: How Do I Contribute?
Probing for Sources of Conflict
Activity: How Conflict Affects Us
Activity: Taking Responsibility
Activity: My Conflict Triggers
Exploring How Individuals Can Change Their Own Behaviors
Activity: Star Performers
Collaborative Decision Making
Activity: Incident at Coyote Canyon
Chapter 12 – Leading a Creativity and Innovation Retreat
Preparing Participants to Think Creatively
Activity: Creative Limbering
Activity: How Would I Use It?
Generating Wacky Ideas
Activity: Wide-Open Thinking
Activity: Really Bad Ideas
Activity: Villains in Charge
Activity: It’s Music to My Ears
Activity: Headline Buzz
Minimizing Groupthink
Activity: Impressions
Activity: Reporter from Planet Arimira
Cultivating the Creativity Habit
Activity: Isolated Words
Activity: Multiple Perspectives
Activity: Expert Opinion
Letting Go of Judgment
Activity: Gibberish Press Conference
Activity: Considering Risk
Evaluating Ideas
Activity: Put on Your Thinking Cap
Activity: Payoffs and Capabilities
Chapter 13 – Specialized Retreats
The Board Retreat
Activity: Bottom Line Matrix
The Peers-Only Retreat
Activity: I Want Those Resources!
Activity: What “Blocks” Cooperation
Activity: Trust Me
Activity: Conflicting Interests
Activity: Metaphorical Management
Activity: It’s Important
Abandonment Retreats
Chapter 14 – Closing the Retreat and Working on Implementation
Summing Up and Preparing to Follow Through
Activity: The Messy Room
Activity: Top Priorities
Activity: Closing Thoughts
Activity: Letter to Myself
Activity: Appreciation
Activity: What I See for Me…
Activity: Vehicle For Change II
Activity: Expectations and Outcomes
Activity: The Road We’ve Traveled
Activity: I’m Committing…
Activity: Collective Quilt
Activity: You Can Count on Me
Activity: Change Conga
Activity: Obstacle Busters III
Writing a Follow-Up Report
What’s Your Role After the Retreat?
What’s Next For You?
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