Retreat design and facilitation

All partnerships can benefit from periodic, structured self-assessment and future oriented deliberations. Because of the pressures of client servicing and practice management issues, the welfare of the firm itself is often not adequately addressed.

Partner retreats are an opportunity for partners to meet off site, away from the distractions of day-to-day pressures and focus their attention on their own goals and objectives and the future welfare of the firm.

Many firms design and facilitate their own partner retreats without professional guidance. As a consequence, such retreats are often less productive than might have been because of poor topic selection, inadequate preparation or non objective or inadequately skilled leadership.

This service includes the following elements:

• Identify firm issues

• Develop retreat agenda

• Perform pre-retreat projects

• Prepare and design retreat timetable

• Facilitate retreat proceedings

• Follow up guidance