Retreat Facilitation

 
 
green.png

We excel in cultivating learning communities, networks, collaborations, and coalitions. Our expertise lies in uniting diverse groups—both in person and virtually—to effectively address complex societal challenges through shared goals and to chart a strategic course of action.

To ensure a successful retreat, we will collaborate closely with your organization to gain a deep understanding of the team’s aspirations, desired outcomes, and the overall context. This collaborative process will lead to the development of a comprehensive agenda that optimizes the available time, achieves the defined goals, and fosters a sense of fun, engagement, and connection among participants.

Following the retreat, we will conduct a thorough debrief with your organization.  We will provide a concise memo summarizing key learnings, actionable next steps, and, if applicable, strategic recommendations for your consideration.

Whatever it is, the way you tell your story online can make all the difference.
— Quote Source
 

In November 2023, we facilitated a day-long team building and planning retreat for the California Budget & Policy Center’s Analyst Team. Here you will find the agenda for this retreat, which aimed at combining both team and trust-building with strategic annual work planning decision-making within one day. This project included multiple steps of planning in partnership with a small committee of team members, agenda feedback from the full team, and follow-up check-ins with both the staff and team leads.


 
 
 
 
 
 
 
 
 
ELI_Fellowship_Convening_5.14.25-41.jpg