Tuesday, August 16th, 2022

Communicating & Tracking Your Long Range Plan
Too many long range plans fail to be implemented. This occurs because they are not communicated to the entire organization where they may add the finishing touches to the programs that will achieve the goals. It is no wonder the plans are not implemented or optimized when the implementers are not given the opportunity to engage in the implementation plan which really occurs after the retreat.

What you expect needs to be reviewed or inspected. Otherwise plans fail to be implemented and get lost in the day to day operations. Our monthly and thereafter quarterly feedback meetings are dedicated solely to reviewing the 3-5 programs which were the key areas to goal accomplishment.

Conducting the Retreat: You Should Consider Using an Experienced Facilitator
This is the disciplined process that the planning retreat participants experience and should not be facilitated by a retreat participant or the organization’s CEO. This is the necessary objective input that results from a safe and synergistic environment. Here is a process which I have found to be successful.

Preparation: Gathering of information for retreat participants:
This is the essential process of engaging the organization, getting input, compiling the information and communicating a specific prep-assignment to the retreat participants

The beginning of the planning process is either the beginning of positive organization change and continuous achievement or a frustrating process which ultimately lowers expectations when nothing happens. I say this because the first planning cycle sets up a perpetuation process for subsequent years when done properly. This process allows leadership to work on their business rather than in there business. It is very different than the day to day activities one experiences in job performance. It is a process that does not normally take place because of a fear or lack of knowledge as how to proceed or perhaps a past unsuccessful planning retreat.