Q: Recently you mentioned a business retreat. I understand the steps. Do you have any suggestions on how we get the retreat started?
A: Make sure that you have an agenda. Items on the agenda include financial; staffing; budget; goals etc. Those things are basically reports but are necessary. I think the thing that really gets the conversation and planning process going is DOS. This stands for “dangers” “opportunities” and “strengths.” Start out by identifying and discussing these three phases of your business.
Another suggestion, use these three questions and points in meeting with your staff. You might be surprised at their response.
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