Make this year’s retreat meaningful & productive!

Get everyone on the same page for increased profitability, accountability and efficiency

This is the time of the year when firms start planning their retreats and firm meetings. Following are a few ideas to help you with this process.

  1. Focus on the future. We can’t change the past but we can react and manage the present which leads to future success. If partners have unresolved issues hold a separate meeting in advance of the retreat to get resolution. It is very difficult for partners to be genuinely positive, focused and engaged in discussions concerning the future of the firm when old unresolved issues are still on their mind. Make sure everyone understands that the retreat is about the future of the firm.

  2. Prepare in advance. One wise managing partner told me to never call for a vote of the partners if you don’t know how the partners will vote. Sage advice that is very important to keep partners from getting boxed in a corner and becoming overly defensive during a retreat. Interview or poll your partners so you know their positions and feelings about matters to be discussed and acted upon in advance of the retreat. If you find there are significant differences of opinion among the partners start the reconciliation process well in advance of the meeting. Sometimes a disagreeable or obstinate partner will have to be told how the other partners feel about certain matters, what the group decision looks like it will be and that you would like to have their acceptance of the majority decision. A retreat is no place for surprises!

  3. Have an agenda. A carefully designed agenda will go a long way toward making your retreat a success. I usually recommend that firms use a two day meeting format as it is very difficult for people to get from a problem to the right solution in a very short period of time. Discussing issues and alternatives on the first day of the retreat and making decisions on the second day of the retreat works best. I recently read in a medical journal that researchers have found that most of us have better problem solving abilities and make better decisions after a good night’s sleep and I believe it as I have commonly observed this fact over the past ten years of facilitating retreats. The “sleep on it” advice that our mothers gave us really works! The agenda needs to be distributed well in advance of the meeting and must include the objectives, the process as well as the decisions to be made at the retreat. You don’t want partners at the retreat telling the group that they need to “think about it” before they can make a decision.

  4. Adopt and enforce ground rules. This is especially important if there is a history of getting off the topic being discussed or behavior at partner meetings and retreats that has been disruptive or disrespectful. The facilitator of the retreat should prepare a list of the ground rules that are important and then ask the group for any others they would like to add to the list. Once the list is developed have it adopted by the group and make sure the facilitator of the meeting is given the authority to enforce the ground rules. Here are a few examples:

      • I will give the sessions my full attention
      • I will listen to others
      • Only one speaker at a time
      • I will stay on topic
      • No verbal attacks
      • Focus on solutions (the future) rather than problems (the past)
      • Keep a positive attitude
      • Focus on the long-term health and benefit of the firm
      • Support for the decisions made by a majority of the partners
  5. Remember your conversations define your relationships. There is a very clear pattern between strained partner relations and how the partners communicate with one another. If conversations are chronically heated and emotional I can almost guarantee their relationship is strained. When this happens repeatedly partners start to meet as little as possible because they don’t want the conflict and meeting just causes more disagreement and conflict. Don’t let your partners get caught in this trap. If partners want to have productive relationships remember to keep the conversations productive and professional as it promotes respect which leads to more effective collaboration and better decisions.

  6. Know when to use a facilitator. If past retreats have not been as productive as you would like or you would like to cover more ground in your retreat you might want to consider hiring a facilitator. Someone to hold the partners accountable and to keep the agenda moving forward. This also allows every partner to speak their mind without appearing to control the agenda and discussions. It’s often tough for partners to serve as facilitators and still appear independent and objective when they have some skin in the game.

  7. Make decisions and follow up. At the end of the retreat there must be an action plan designed to implement the decisions made during the meeting. The action plan must be approved by the partners and include the person that is responsible and the date for completion. I encourage partners to make the action plan a standing agenda item at monthly partner meetings to monitor progress and maintain accountability. The level of trust among the partners will improve as plans are successfully implemented.

Once partners develop a pattern of positive and productive retreats they will become more engaged and willing to participate in the development and implementation of the strategy for the firm going forward.

Want some help? Call me… we can talk about options, and get your firm on a solid footing for profitability and performance into 2012 and beyond! 505.331.9100

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