Annual Planning & Goal Session Invitation

Virtual or Mountain Top Retreat

A Guided Private Session - to set you up for success in realizing your vision 

Looking back on last year, how many hours could have been a more successful usage of your time?

Join us - to work "ON" your business, and watch the ripple effect rejuvenate & empower your team.

Lost time is never found again.
— Benjamin Franklin, Poor Richard's Almanack

Annual goal setting (and quarterly check-ins) is your vehicle to drive with a clear path, resulting in the ability to clearly articulate the what and how to your employees. In this session, your coach will facilitate as you lay the foundation to stay the course when times get tough, maintaining focus to prevent distractions that derail, and keep your team engaged and in alignment.

You will walk away with:
•    Insights to incorporate based on lessons from the past
•    Revised view of your Strengths, Weakness, Opportunities and Threats
•    Goals and actionable takeaways identified
•    Follow-up quarterly coaching sessions to keep you on track

Call to schedule your session today!

Goals allow you to control the direction of change in your favor.
— Brian Tracy

A time to reflect and plan...

Sample Agenda:

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Looking Back: – We’ll revisit who you are and what you’ve learned.  We will evaluate, and identify your current 'Sweet Spot.' (May include: resource & organizational design assessment, your unique value-add, numbers, mission & vision, and identifying KPIs) 

Road Map Moving Forward: - Here is where we focus on how to close the gap of where you are to where you want to be. Customized to address your unique situation and challenges, we will define, prioritize, and establish timelines for your initiatives.  We’ll create a new view of your executive summary.  

Commitments: - We will develop new commitments to yourself, your employees, managing change, and the process. This will all be created within an annual and quarterly framework that you’ll revisit and adjust.

Virtual, On Site, or the mountain top, the choice is yours

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Why Off Site?  A clear slate among the tree tops to allow your creative energies, and insights see through a clear pane – free of the filters of office surroundings and interruptions.  

Let us know or consult with us to decide which guests to invite:
Key Stakeholder, Leaders, Managers ...

Bring

  • Getting Ready Sheet*

  • Comfortable clothes

  • An open mind

* sent with your confirmation, fill in what you know - leave the rest for the retreat. 

Rates & Dates:

  • Call for availability 1 Day for repeat clients, 2 days for new clients

  • $2500 / Day (at the retreat)

  • $2500 / Day plus travel, expenses, accommodations, and $500/ travel days (your site)

Full day sessions including SWOT analysis, leadership coaching & team building

Retreat location:
Macungie, PA  18062