3 Ways to Be Present at Your Board Retreat

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The annual board retreat is coming up! You’ve found the perfect date (you still can’t believe it worked for everyone!), location (the perfect mix of relaxation and work space) and the yummy food is set to be delivered. The board leadership has worked with your board retreat facilitator to create an agenda that lets the group get to know each other better and discuss some big things ahead. This isn’t your first board retreat though, you know how hard it is to get everyone to disconnect and be present. Don’t worry – we’ve got you covered with three ways to help you and your participants be present at your next board retreat.

1. A cell phone basket. Before the board retreat begins, have everyone place their silenced phones in a basket (don’t worry, they can check them at breaks and lunch if needed). We all know how addicting our phones are and one innocent, out-of-habit look at your email is all it takes to lose focus on what is going on in the same room. The fair thing would be to give your board retreat participants advanced notice so they can set their out of office messages and be prepared for giving up their phones.

2. To do later list. One of the first things we do at a board retreat is have participants take out a blank piece of paper and title it “to do later.” This is where all of those nagging thoughts of ‘did I respond to Joe?’ and ‘I need to pick up the dry cleaning’ go. Taking a cue from meditation – acknowledge the thought, write it down (in our case, not meditations) and let it go.

3. The parking lot. Sometimes conversations take a wrong or winding turn. This is where the parking lot comes in handy. When the ideas are flowing and everyone is together great ideas happen. But, it might not be the time or place for that idea. On the parking lot it goes. It makes the board retreat participant feel that their thought matters and it gives the great idea or question a place to live so that it can be addressed later.

A well-organized board retreat is a great way to re-engage, re-energize and reconnect your board members. It offers time to concentrate on specific issues at your organization or to think big picture about the future. To make it as successful as possible everyone needs to be fully present and engaged. We hope using the tips above helps you make the most of your time together. We’d love to hear how you incorporated these into your next board retreat.

If we can be of assistance as your plan your next board retreat, please let us know.

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