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 Retreat Facilitation & Meeting Design

Aligned Leadership

 

Leaders must be aligned on the priorities, objectives, and vision of the business to inspire the organization.

 
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Custom Company Retreats

We are expert meeting designers and are ready to support your next retreat. If you struggle to plan a productive discussion, we can partner with you to help you plan and execute a high-value event for your organization.

How It Works

  1. We clarify your goals for the retreat.

  2. We work closely with you to prepare for the event, designing a retreat agenda and a unique set of activities.

  3. We facilitate the retreat, guiding your team to brainstorm, collaborate, synthesize, or align with clear priorities and next steps.

  4. We summarize the group outputs, and offer our own observations in a final report.

The Engagement

This process requires an 8-week lead time ahead of the in-person retreat to plan and execute properly.

 
 
 

Common Retreat Engagements

 
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Mission / Vision / Values

We leverage a creative, thoughtful process to engage your leadership team in developing or refining your organization’s cultural cornerstones.

How it Works

  1. We meet with each member of your leadership team individually.

  2. We customize our tried-and-true designed meeting agenda and process to the unique context and challenges of your team.

  3. We facilitate a leadership retreat whereby we guide your team through the development of a mission statement, vision, and/or values and uncover the core of what’s important for your business.

  4. We summarize the group outputs and offer our own observations in a final report.

The Engagement

Generally, this process requires a 3-week lead time to execute one-on-one phone conversations with each leader before a 1 -day in-person team retreat.

 
 
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Strategic Planning

Our strategic planning  process allows your leadership team to clarify priorities, determine what NOT to do, and set appropriate goals.

How It Works

  1. We clarify your goals for the retreat.

  2. We meet with each member of the leadership team to understand today’s priorities and identify areas of misalignment among the team.

  3. We customize a retreat agenda and develop a unique set of activities to drive the desired outcomes.

  4. We facilitate the retreat, guiding your team to align upon a strategic plan with clear priorities and next steps.

  5. We summarize the group outputs, including the strategic plan and goals, and offer our own observations in a final report.

The Engagement

This process requires a 6-week lead time to execute one-on-one phone conversations with each leader and develop a customized agenda ahead of the in-person strategy retreat.



 

Reach out! 

Does your team need to align?

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The Wolf & Heron Difference

Kara and Stephanie are a powerhouse duo. They each bring different skills to the table: Kara has a deep understanding of group dynamics and human motivations, and Stephanie can identify the key transformative questions to ask before reframing everything in a new and critical way.

Both are expert meeting designers who know how to set up any meeting with clear outcomes. They create brainstorming, prioritization, and synthesis activities using the simple tools of sticky notes, permanent markers, and thoughtfully structured discussion.

The two have developed an intentional facilitated process to create a space that ensures all voices are heard equally and the group is empowered to inspire each other, create, and ultimately find common ground around the future of the business.


 
 

“We had Wolf & Heron conduct a pulse check when we were in the midst of a substantial organizational transformation. They were able to identify the pain points that go along with these sorts of transformations. Their contributions were extremely valuable and we really enjoyed our time working with Kara and Stephanie.”

Kris Grimes, Vice President of Engineering, Renaissance Electronic Services LLC

 
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