Strategic Management Retreat Proposal

© Copyright 2010, PSL Consulting, All Rights Reserved | Your Reliable Partner For Business Success & Growth

1

STRATEGIC MANAGEMENT RETREAT

Proposal Prepared byFoluso Aribisala

Ignite And Optimize Your Business!2 – 3 DAYS


2

INTRODUCTION

PSL Consulting is pleased to submit our proposal for a 2-3 day Strategic Management Retreatfor your organization.

Our experience reveals that real sustainable growth comes from a combination of reflection,learning from others and committing to doing new things. We believe the best way to achievethis is to retreat. That is, to step away from the day-to-day work activities for a few hours, a dayor even several days, depending on the type and degree of change that's needed.

In collaboration with your in-house management team, we will define specific objectives for thestrategic retreat, gather and analyze relevant information, design the retreat meeting plan,prepare retreat materials (slides, posters, handouts, workbooks, etc), facilitate the retreatsessions and follow-up with a participant assessment of the retreat’s effectiveness. At ourretreats, successful leaders share lessons learned or we facilitate discussions that result in newideas that can be applied immediately.

This activity based strategic retreat is designed to provide a completely different experience,unlike anything the participants have been exposed to at other retreats. It provides theparticipants with a unique opportunity for in-depth analysis and dialogue with peers andcolleagues on key strategic issues relevant to your organization and its industry.

After reviewing this proposal, we look forward to your decision to entrust us with your annualretreat after agreeing final fees and delivery details.

This is a confidential document that we trust will not be shown to third parties or used forany other purpose without our prior written consent.


3

BACKGROUND

Strategic retreats are generally thought of as an effective way to channel the focused energy ofyour workforce in an uninterrupted format to achieve large-scale results. They provide effectiveoff-site planning, business review, team bonding, problem-solving and decision-making sessionsaway from daily work distractions.

If well planned and conducted in a relaxed and innovative thinking environment, retreats cancreate passion, innovative processes and improved performance by garnering the excitement ofthe participants and focusing them on the future possibilities thereby generating a sense ofcommitment and corporate renewal.

A well-run strategic retreat can also re-focus an organization and break down the walls (silos)that have grown between divergent interest groups, within the management or sometimesbetween management and Staff.

Our strategic retreats are designed to provide a unique mix of facilitation; consulting andexecutive action-learning sessions. Making time and money spent on them not only goodbusiness practice, but also a profitable investment.

STRATEGIC MANAGEMENT RETREAT DELIVERABLES

We recognize that no two organizations are the same; that is why each of our retreats isuniquely designed to deliver the specific outcomes desired by the client, whilst being based ona consistent, sound and proven approach. Our unique strategic management retreat processwould ensure that participants:

Understand and agree on the vision, goals and direction of the organization Learn, brainstorm, work and collaborate together Improve team performance through facilitation, communication and collaboration

sessions. Develop an action plan that addresses existing challenges Deliver an action plan to leverage the new opportunities Remote or onsite follow-up support sessions (Optional)


4

TYPICAL STRATEGIC MANAGEMENT RETREAT DURATION

Our typical strategic retreat sessions span about 2-3 days, and can be followed up by breakoutconsulting and/or coaching sessions (optional).

TYPICAL RETREAT OUTLINE

To optimize participant’s concentration and engagement during the retreat we recommendthat the retreat be held at an offsite location. Although this isn’t necessary, it does help shutout distractions.

During the retreat, participants will be taken through a process to assess goals, strategies andmeasures for your organization. Then alternative strategies are explored, with participantsbroken into group to debate and select the most suitable options for your industry, goals,structure and resources.

Most importantly, each participant is required to commit to specific individual actions toimprove corporate performance. These individual and corporate actions are compiled to createan actionable plan which provides a clear road map for the future.

The review process goes as follows:

Start with a review of the mission, vision, and values. Make sure that these statementsare current and still relevant to your organization.

Assess the long-term business assumptions and conduct a traditional SWOT (strengths,weaknesses, opportunities, and threats) analysis. This step provides a currentunderstanding of the marketplace and the true capabilities of your organization.

Identify the long-term strategic objectives. Quite often these stay the same for severalyears, with just a few modifications. Your strategic objectives are the big mileposts onthe way to your vision.


5

Set short-term goals and action items if possible. Normally the team does not spendtime in the details; instead, assign a goal to a team member who can then flesh out howit will get accomplished.

Review adequacy of existing corporate strategies to achieve both long term and shortterm strategic objectives. This strategic review should incorporate the result of theSWOT analysis carried out earlier on.

At the end of the retreat, we collect all of the work completed during the sessions andcompile it into a final document. This provides a formal record of the retreat andensures that all employees are aware of what they’re responsible for achieving. If thedeveloped actionable plan is meticulously followed through by your organization, theretreat will yield a return on investment that is probably unsurpassable by any otherprogramme.

Our approach for securing the needed buy-in is to encourage and provide channels for youremployees to express their views and opinion. Employees often know what to do to achievecorporate objectives but require the opportunity to discuss, reflect and make suggestions. Thisapproach evokes a spirit of comradeship – organization wide team spirit - and a positiveattitude from your workforce, because of the visible action that is seen to be taken tounderstand and accommodate their views and opinions.

The retreat format will also require that participants break into work groups to deliberate onvarious topics and report back on their findings. Each group will be required to appoint a scribe(with legible handwriting) and a time keeper. Another scribe with a laptop computer will alsobe assigned to each group. Ah the conclusion of each module the group scribe is required totransfer the information into the planning document template.

General and group discussions will be conducted in aboardroom format, in which everyone can participate.Over time, this approach has proven effective at facilitatinglearning and change in adults.


6

EXPERIENCE THE PSL DIFFERENCE!

If you compare our strategic retreats to others, you would notice the following differences:-

Engagement – Participants find our retreats engaging. Our unique retreat format enables theparticipants create and drive the flow and content of the sessions, ensuring that the keystrategic issues discussed with peers and colleagues are covered in full. This approach alsoencourages participants to interact directly and promotes the sharing of ideas, expertise andexperience. Participant’s continuous attention and interest is further re-enforced byencouraging lively hands-on participation, providing mental challenges and varied deliveryformats all leading to a stream of insights on key strategic issues.

Adaptation – Our programme is designed to appeal to large, medium and small organizationswho desire to improve their strategic effectiveness using simple, time tested user friendlymethods. We ensure that we match the depth and content of the retreat material to thecurrent level and need of the organization while proceeding at pace that is moderatelychallenging.

Experiences – We draw out the personal experiences of participants to keep their emotionalengagement high. Participants will find the personal experiences of others fascinating andinsightful.

Exercises – While we keep knowledge, skills and attitude in close balance, we focus more onexperiential skill development through carefully chosen hands-on real world exercises.

Simplicity – No matter how complex the issue, we deliver it with a simple structure that is easyto understand and absorb.

Multimedia – We include films and animated slides to keep interest high.

Tools – We include effective tools that can be used back in the office. Many of these tools are inthe form of laminated desk references making them easy to use day to day.


7

PREVIOUS STRATEGIC MANAGEMENT RETREAT CLIENTS

Afribank Strategic Planning Department Black Pelican And Ilbagno Group Ecowas Integration Department Ecowas Bank (Lome) Premium Health Limited Financial Nigeria Limited Premier Specialist Medical Center RT Briscoe Amazon Energy Engineering Limited Lunchbox Limited Federal Ministry of Works And Housing Ecowas Community Computer Center (Lome) Hadey Limited SERVICOM Work Force Management Centre Global Training Consulting Institute (GTC) PHCN Ikeja And Benin Distribution Zones Joint Christian Cemetery Company Limited

FACULTY

This retreat will have one primary facilitator with extensive strategic planning, retreatfacilitation and coaching experience who will be supported by one or two assistants who willprovide roaming individual support to participants during the retreat.

PRICING

Our fees cover content development, delivery and training materials. Our rates are set atindustry competitive levels which enable us to provide the first class service which you areentitled to expect from us on this training.


8

PRICING FACT SHEET

DETAILS: 2 DAY RETREAT TOTAL ADVANCE BALANCE

Accommodation, venue,Snacks & Feeding

To be provided byyour organization

Duration 2 days

Facilitators 1

Assistants 1 or 2

Retreat Material Fee N2,500 perParticipant

100%

Material Development,Teaching Aids, Videos &

Facilitation Fees

N600,000 N420,000(70%)

N180,000(30%)

Report Development Fee(Optional)

N300,000

DETAILS: 3 DAY RETREAT TOTAL ADVANCE BALANCE

Accommodation, venue,Snacks & Feeding

To be provided byyour organization

Duration 3 days

Facilitators 1

Assistants 1 or 2

Retreat Material Fee N2,500 perParticipant

100%

Material Development,Teaching Aids, Videos &

Facilitation Fees

N800,000 N560,000(70%)

N240,000(30%)

Report Development Fee(Optional)

N300,000


9

Retreat material fee covers all writing materials, handouts/workbooks, folders, post it notes,blu-tack and flip-chart paper. This fee is charged on a participant basis and must be paid in-fullin advance of the retreat.

Your organization will be responsible for providing a suitable training environment, refreshmentand feeding for participants and facilitators

Kindly note that the amount stated above is exclusive of VAT

CONCLUSION

Clearly, this strategic retreat provides one of the best opportunities for your organization toscrutinize your strategic plan and its execution. It also provides the perfect avenue to assessthe prior year's activities/results and plan activities for the coming year.

It is our hope that this proposal meets your expectations and that arrangement for furtherdiscussions or commencement of the retreat is communicated to us soonest.

Documents

Strategic Management Retreat Proposal