Retreat Consulting & Facilitation
Collaborative & Meaningful
“Heather did such an outstanding job facilitating our firm retreat. She prepared a program that was well organized, collaborative and meaningful.
Heather has a talent for bringing out the best in all of us, and making it fun while at the same time providing productive content. We all came away feeling energized and grateful!”
– Bonnie Richardson
Allegiant Law LLP
Tangible Results
“Heather’s background as a practicing attorney gives her the insight into how law firms really operate. She is a dynamic speaker, and her presentation, with group exercises and thought-provoking conversations, helped us focus our business goals both as a team and as individuals.
Heather kept us on track in productively harnessing the excitement she generated at the retreat, and turning that excitement into tangible results.”
– Tim Resch
Samuels Yoelin Kantor LLP
“Best. Retreat. Ever!” – Formerly reluctant retreat participant/mid-size firm equity partner
Get more out of your next retreat! Retreats require a big investment of time, money and participant goodwill, no matter how well they are executed. Get a return on your retreat investment that goes beyond social camaraderie to include planning and strategy sessions built on a foundation of authentic communication and equitable participation.
Make sure resources are well spent and ditch the late night planning sessions by working with me as retreat consultant or facilitator to discern priorities; and, generate and implement action items after the retreat. I believe organizations are best served when everyone understands and supports organizational goals, there is equitable participation and discussion, and follow up to implement action-oriented outcomes.
Let’s plan an interactive, idea-generating, participant-centered retreat that your organization will remember as its “Best Retreat Ever!”
Combine and customize the following Retreat Consulting & Facilitation services
I work with Retreat clients on a consulting basis to help them design, plan and prepare for a “self-facilitated” retreat. When I am hired as a Retreat Facilitator, I offer the same services along with in person retreat facilitation. I can provide proposals for either or both options. Whether I or others facilitate, we go through the same process, including:
- Pre-Retreat
- Plan retreat process, structure, timeline and program in conjunction with retreat organizer(s) and manager(s).
- Survey retreat participants to assess issues and discern themes (including design, draft and analysis of digital or written survey.)
- Interview prospective retreat participants to create a sense of purpose and engagement, and to discern and develop issues and identify themes.
- Written Report discerning themes and issues from survey and/or interviews while keeping individual responses unattributed and confidential to facilitate a higher quality sharing and responses.
- Retreat Program Design and Planning
- Develop retreat agenda and materials.
- Design and facilitate retreat work sessions for large group discussion and small group break outs.
- Engage participants in conversational presentation with content and exercises designed to facilitate authentic communication and equitable participation.
- Create pathways for collection and analysis of ideas, discussion and feedback for later use.
- Facilitate group discussion to prioritize issues for implementation after retreat.
- Written Report summarizing retreat discussions, priority-setting and other outcomes.
- Post-Retreat Implementation
- De-brief with retreat organizer(s) and manager(s) to review retreat outcomes and plan implementation process.
- Design and facilitate Implementation Meetings to turn ideas generated at retreat into action items.
- Coach leaders and committee chairs on action plan implementation and accountability.
- Written Report summarizing and reflecting on post-retreat implementation process and next steps.
