Impactful Retreats

Offsite, onsite or virtual, take the time to work on your business to regroup, align, and kickoff your next phase of growth.

Sample Retreat Agendas

Curious how the day might play out?
Here are some examples of problems team face, and the topics that can support breakthroughs...

You spend all of your time "in" the business.
It's just as important to spend time "on" it.

A well-planned and executed retreat achieves three key objectives:
•  Provides focused time to achieve a specific goal (a new direction, a complex problem solved, etc)
•  Builds stronger relationships
•  Builds a more cohesive and aligned team

When time or budget are significant constraints, it is possible to put together on-site retreats.  (Post-COVID, we no longer recommend virtual retreats.)

Taking time off to participate in a retreat is one thing, but taking the time off to plan the content and logistics for a retreat is another. This is where we can help.

Our approach is flexible, and depends on your needs. There are three ways we can work together:

•  Plan the agenda: We'll do the heavy lifting, and plan the activities, workshops, pre-work – even the fun activities.  We work collaboratively to ensure that the retreat agenda supports your overall objectives.

•  Deliver the presentations: We'll customize our programs, arrange pre-work, present the content, and run the workshops.  For workshops that are beyond our direct knowledge, we will tap into our wide network of professional trainers and subject matter experts, and bring them to the retreat.

•  Facilitation Support: It's challenging for leaders to participate fully in the sessions when they also try to be the facilitator.  We can either directly facilitate the entire event, facilitate key sessions only, or provide "behind the scenes support" if you would prefer to do it all yourself.

Listen in on this Q&A session on
leadership retreats.

Audience: C-suite + senior leaders

Training goals: Aligning leadership across all jurisdictions and business units

•  Create a more cohesive, unified culture and reframe employee expectations
•  Streamline management style of managers to direct reports
•  Create clarity around decision making and internal communications

Before the event:

•  Interview with Randall and Ronja to explore challenges/opportunities
•  Pre-reading of a selection of short articles on leadership and management by Randall Craig

Schedule for "social evening" beforehand

•  Special announcement from the client to the attendees
•  Appreciation activity: Individual team member's contributions and appreciation notes read outloud to everyone
•  Short presentation about what to expect for the following day
↳ The "Rules of Engagement" and expectations for constructive participation
↳ Pep talk on taking on new skills for the next phase of growth

Schedule

•  Session 1: Leadership skills
•  Session 2: Small group breakout
 Each group brainstorms on how to mainstream organizational dynamics that are currently inconsistent across jurisdictions
 Each group presents their solutions to everyone
•  Session 3: Coaching skills to improve employee performance
•  Session 4: Small group breakout
  Each group brainstorms on how to standardize employee management issues
  Each group presents their solutions to everyone
•  Session 5: Building trust into your team
•  Session 6: Wrap up
 Individual share: What was my biggest aha from the day?
↳  Accountability exercise: What two concepts did I learn today that I commit to taking on?

One week after the event

•  Impact Meeting (to review outcomes, provide additional insights)

Audience: Department heads / Middle managers

Training goals: Alignment, cohesion, and focus

•  Define the desired culture of the growing scale up: Who are we?
•  Reduce ambiguity around decision making: Reduce bottlenecks, micro-management, and lack of accountability
•  Communication skills to foster trust and a psychologically safe work environment

Before the event:

•  Interview with Randall and Ronja to explore challenges/opportunities
•  Pre-reading of a selection of short articles on leadership and management by Randall Craig
•  Submit in writing two things you appreciate about each attendee of the development day

Schedule for "social evening" before

•  Potential special announcements from a senior exec to the attendees
•  Social game that points to culture in the organization
•  Short presentation about what to expect for the following day
↳   The "Rules of Engagement" and expectations for constructive participation
↳  Pep talk on taking on new skills for the next phase of growth

Schedule

•  Session 1: Culture: Facilitated discussion around who we admire and who we want to be
•  Session 2: Small group breakout
↳  Each group brainstorms solutions to a different culture challenge
↳  Each group presents their solutions to everyone
•  Session 3: Making better decisions: A practical decision-making framework
•  Session 4: Leadership communication for hybrid and work-from-home teams
•  Session 5: Wrap up
↳  Individual share: What was my biggest aha from the day?
↳  Accountability exercise: What two concepts did I learn today that I commit to taking on?

One week after the event

•  Impact Meeting (to review outcomes, provide additional insights)

Audience: Junior managers or New manager cohort

Training goals: Leadership skills

•  Modern management
•  Presentation skills
•  Self awareness and management presence

Before the event:

•  Interview with Randall and Ronja to explore challenges/opportunities
•  Pre-reading of a selection of short articles on leadership and management by Randall Craig

Schedule

•  Welcome message from a senior executive
•  Session 1: Practical management
•  Session 2: Small group breakout
↳  Each group brainstorms how to solve a real challenge that the organization is dealing with
↳  Each group presents their solutions to everyone
↳  Appreciative Inquiry: What was good about each presentation?
•  Session 3: Presentation skills from Hall of Fame speaker Randall Craig
•  Session 4: Management presence and developing your professional persona
•  Session 5: Wrap up
↳  Individual share: What was my biggest aha from the day?
↳  Accountability exercise: What two concepts did I learn today that I commit to taking on?

One week after the event

• Impact Meeting (to review outcomes, provide additional insights)

Audience: Annual kick-off or all-hands development day (250-750 attendees)

Training goals: Upskilling, stronger relationships, personal motivation

•  Alignment with the organization's/business unit's goals and culture
•  Development of a common vocabulary and new/refreshed skills
•  Build and strengthen relationships with colleagues; forge cross-functional connections

Before the event:

•  Randall and Ronja interview leaders and some of the attendees to explore (challenges/opportunities)
•  Fill out a two question survey
•  Watch a short video to generate excitement, and also highlight foundational concepts
•  Pre-reading of a selection of short articles on leadership and management by Randall Craig

Schedule

•  Welcome message from a senior executive
•  Session 1: Opening keynote: Innovation and problem solving: From "what if?" to "how might I?"
•  Session 2: Asking great questions (skills training)
•  Session 3: Working lunch: Small group activity
↳  Each partner shares a challenge they are having in their role, and the others brainstorm solutions
•  Session 4: Breakout sessions
↳  A: Presentation skills
↳  B: Management presence and developing your professional persona
•  Session 5: Short keynote: From Knowledge to Action
•  Session 6: Wrap up
↳  Individual share: What was my biggest aha from the day?
↳  Accountability exercise: What two concepts did I learn today that I commit to taking on?

One week after the event

• Impact Meeting (to review outcomes, provide additional insights)

2-Day Retreat Agenda Structure

Before the event:
•  Interview with Randall and Ronja to explore challenges/opportunities
•  Pre-reading specific articles
•  Small group assignment

Arrival:
•  Kick-off presentation by CEO
•  Session 1:  Appreciative Inquiry: What do we do better than anyone else?
•  Dinner
•  Team-building social activity

Day one:
•  Early morning: Yoga or other fitness activity
•  Breakfast
•  Session 2: Presentations of small group assignment
•  Session 3: Skill-building session
•  Lunch
•  Team-building activity
•  Session 4: Facilitated brainstorm session on topic
•  Free time
•  Dinner
•  Small group work on "project" based on earlier sessions

Day two:
•  Early morning: Hike or other fitness activity
•  Session 5: Presentations/discussions from evening project work
•  Session 6: Next steps planning/Implementation
•  Session 7: Motivational presentation
•  Lunch, Closing presentation by CEO

One week after the event:
•  Impact Meeting (to review outcomes, provide additional insights)

2-Day Management Training

This example agenda is based on our management training program, but adapted for a retreat.
Before the event:
•  Interview with Randall and Ronja to explore challenges/opportunities
•  Pre-reading specific articles
•  Watch video (30 minutes) that will launch the Critical Thinking workshop at the retreat
↳  Small group assignment: Issues and Trends
Arrival:
•  Kick-off presentation by CEO, HR leader, or senior manager
•  Session 1:  MBA in a Day (Part one)
•  Dinner
•  Team-building social activity
Day one:
•  Early morning: Yoga or other fitness activity
•  Breakfast
•  Session 2: MBA in a Day (Part two)
•  Session 3: Critical Thinking Workshop (including Issues and Trends assignment)
•  Lunch
•  Session 4: Management Essentials
•  Team-building activity
•  Free time
•  Dinner
•  Small group work on Issues and Trends report
Day two:
•  Issues and Trends report due
•  Early morning: Hike or other fitness activity
•  Session 5:  Presentation of Issues and Trends
•  Session 6: Presentation Skills training
•  Session 7: Motivational presentation
•  Lunch with Closing presentation by CEO, HR leader, or senior manager
One week after the event:
• 1h coaching sessions with each team member 
•  Impact Meeting to review outcomes, provide additional insights

Our Process

A collaborative planning process has the greatest, lasting impact on your organization.
We work with your senior leadership on an agenda that meets your objectives, driven by insights from interviews from your team.

Design

Depending on the goals, the day (or days) will include a mix of
training modules,
breakout group work,
practical problem solving,
and facilitated conversations.  (It will also include relationship-building and social time.)

Our approach will also include
 pre-reading (or pre-work),
so everyone can hit the
ground running.

On-site Delivery

We always show up early, and  ensure that the attendee experience is seamless, powerful, and is personally impactful.

Our practical business-challenge small-group
problem-solving formats
build trust, and  stronger  professional relationships.

On-SITE MENTORSHIP

Attendees will typically have many questions and reflections as they go through the day.  

Some of the most impactful conversations take place outside the formal schedule: at breaks,  the evening before and the evening after.  We actively seek out these conversations to help your team more deeply process their learning.

Reinforcements

For new learning to stick, there needs to be follow up. We will provide visual reference sheets, and provide post-retreat readings.

We will also meet with your senior leadership to share additional insights that surfaced during the pre-interviews, formal sessions, and our on-site conversations.

What we do

  • Plan and deliver the training content.
  • Plan the breakout groups.
  • Plan small group work and consolidate the learning.
  • Facilitate important conversations to gain alignment.
  • Listen to the goals, blockers and dynamics of your team.
  • Address as many issues as we can with sensitivity and discretion.
  • Motivate, educate, and  inspire teams to  work productively together.
  • Work with the leadership team / CEO to ensure goals are met.
  • Plan relevant pre-work, deliver reference notes, and post-event resources.
  • Make it a fun experience for everyone.  We're serious, but we have fun!

What we don't do

  • Event logistics: We don't pick the venue, meals, etc.
  • Pre-packaged presentations: Every presentation is customized based on your objectives, attendee interviews, and your feedback.
  • Drama: We are easy to work with.  No surprises.

PRICING

In the market for retreat leaders, you will find a wide range of fees, ranging from $5K to $100K+.  As there are so many variables (and each of our clients is unique), it is impossible for us to provide a definitive quote without a conversation.

While our fees have typically ranged from $15K to $50K, we don't want this to be an impediment – we're more interested  in working with great leadership teams who are looking to make a significant impact.

Give us a call – no obligation, just conversation.

– Randall and Ronja

"Our retreats with Randall and Ronja have been a completely new experience for us. Our retreats had previously never had an impact on the organization; the travel and luxury were just considered a job perk. Now our development days and post-retreat support really propel our teams' success. I wish we knew about them sooner."

–I. K., COO

What determines pricing?


  • Number of attendees
  • Number of interviews
  • Number of days
  • Number of planning and feedback sessions
  • Complexity of the overall goal or challenge to be resolved
  • Complexity of pre-prep and post-event resources
  • Training license fees 
  • Other services needed
  • Location

Transform Your Leadership Retreats and Development Days

At the Braintrust Professional Institute, we take a fundamentally different approach to leadership gatherings – one you'll notice from the very first planning conversation. 

Our Unique Process  

We take your overall goals, and then connect directly with your team members to understand the real challenges they face. This ground-level insight shapes every aspect of the program:   

•  For intimate leadership teams (under 25 attendees), we aim to interview each participant.

•  For larger organizational gatherings (100-500+), we work with you to select interviewees across different roles, functions, and demographics.

Through these conversations, we identify the key themes that will drive meaningful change:   

•  Uncovering and reframing perceptions that may be limiting team effectiveness and work effort 

•  Identifying specific knowledge gaps and the topics team members want to learn about 

•  Addressing misalignments that impact culture, and results   

Satisfying both overall goals while also providing participants precisely what they say they need vastly increases engagement, and the longer impact. 

Ready to Transform Your Next Leadership Session?  

Let's schedule an hour to discuss your goals and explore possibilities - no obligation, just conversation. We're passionate about helping leaders succeed and would love to hear about your vision. Either call us at 416-918-5384, or meet us for a Zoom coffee.

Curious about bringing Randall to your next retreat?
Start with a conversation.

Sample Retreat Agenda: Addressing a specific challenge

Before the event:
•  Pre-reading specific articles
•  Small group assignment

Arrival:
•  Kick-off presentation by CEO
•  Session 1:  Trends, or topics
•  Dinner
•  Team-building social activity

Day one:
•  Early morning: Yoga or other fitness activity
•  Breakfast
•  Session 2:  Presentations of small group assignment
•  Session 3: Skill-building session
•  Lunch
•  Team-building activity
•  Session 4: Facilitated brainstorm session
on topic
•  Free time
•  Dinner
•  Small group work on "project" based on earlier sessions

Day two:
•  Early morning: Yoga or other fitness activity
•  Session 5:  Presentations/discussions from evening project work
•  Session 6: Next steps planning/Implementation
•  Session 7: Motivational presentation
•  Lunch, Closing presentation by CEO
•  Check-out and departure

One week after the event:
•  1h session to review retreat outcomes
and re-focus 

Sample Retreat Agenda: Management Training

This example agenda is based on our management training program, but adapted for a retreat.

Two weeks before the event:
•  Pre-reading specific articles
•  Attend in-person Critical Thinking workshop "set up" virtual session (30m)
•  Small group assignment:  Issues and Trends

Arrival:
•  Kick-off presentation (by CEO, HR leader, or senior manager)
•  Session 1:  MBA in a day, part one
•  Dinner
•  Team-building social activity

Day one:
•  Early morning: Yoga or other fitness activity
•  Breakfast
•  Session 2: MBA in a day, part two
•  Session 3: Critical Thinking Workshop (including Issues and Trends assignment)
•  Lunch
•  Session 4: Management Essentials
•  Team-building activity
•  Free time
•  Dinner
•  Small group work on Issues and
Trends report

Day two:
•  Issues and Trends report due
•  Early morning: Yoga or other fitness activity
•  Session 5:  Presentation Skills training
•  Session 6: Presentation of Issues and Trends
•  Session 7: Motivational presentation
•  Lunch, Closing presentation (by CEO, HR leader, or senior manager)
•  Check-out and departure

One week after the event:
• 1h coaching sessions with each
team member 

Learn more about our approach

Listen in on this Q&A session on
leadership retreats.

Curious? Questions? Interested in exploring the possibilities?