The Retreat Expectations Gap: What Clients ask for vs what they need

The Retreat Expectations Gap: What Clients ask for vs what they need

As a leader, when you identify a problem and propose a solution – whether it's leadership training, a retreat, or coaching – how can you be sure that there isn’t a gap between your understanding, and the underlying organizational reality? Understanding this gap can mean the difference between addressing a surface-level issue, and solving the root causes.

I see this often when asked to facilitate a retreat. The rationale for the retreat is usually clear: leadership training, team-building, or maybe to kick off (or finalize) a common task together, such as strategic planning, budgeting, etc. On the surface, this seems straightforward. But diving deeper during the prep, in individual conversations with each participant, a different picture often emerges – one that can reveal differing priorities, challenges, or opportunities. So what to do?

Here are three insights, to start:

  1. Symptom vs. Root Cause: What leadership perceives as the solution may only address surface-level symptoms. External perspective can often uncover deeper organizational dynamics that need attention.
  2. Multiple Perspectives Matter: While individual viewpoints provide valuable data points, the real insights emerge when each participant describes the same challenge from different angles. Sadly, there is no “AI” that can do this real-time type of pattern recognition as yet: it is in the conversations with each person.
  3. Strategic Alignment: Sometimes the stated need and the actual requirement align closely. Other times, the gap between them presents an opportunity to reduce friction and misalignment.

Retreat facilitator or “gap discoverer”? Very often I’ve been asked to facilitate a retreat or other critical meeting. Here’s a secret – the quality of the facilitator’s “performance” (and therefore the impact of the retreat itself) is directly related to the work effort beforehand. Beyond what is learned about the culture and dynamics, much more can be uncovered that will impact both how the retreat is delivered, and even the agenda itself. As a “gap discover”, this is what is possible…

  • Ability to gather unfiltered feedback
  • Pattern recognition across multiple stakeholders
  • Objective perspective on organizational dynamics
  • Experience with similar situations across industries

This Week’s Action Plan

Every organization has critical team meetings – whether they be retreats, professional development days, team planning meetings, post-mortems, etc. If you think that they can be done better, consider HOW you use your external facilitator. Before launching your next critical team meeting, consider these questions:

  • What is the mechanism to gather input from everyone around the table (and beyond), beforehand?
  • Who will analyze any patterns that emerge from this collective input?
  • How will this impact the agenda, so that you are addressing root causes, not just symptoms?
  • How might an external perspective validate your assumptions, or bring outside-of-the-box thinking to bear?


Your thoughts?

Contrarian views are welcome.

-Randall

[Content Authenticity Statement: 100% original content. No AI was used in creating this content.]


??? Join our next virtual conversation and Q&A session for leaders!

Topic: Planning Your Best Yet Corporate Retreat

A corporate retreat is a huge investment in time and money for our clients, so how can we help our clients keep focus on the goals of the offsite without distraction?

Let’s talk about:

?? How to demonstrate our impact on the outcomes of the event.

?? Avoiding the biggest mistakes and challenges of planning an executive retreat.

?? How to create an environment that is conducive to team learning.

?? (And if you are considering holding a corporate retreat, what are the tough questions you should ask.)

With Dwayne Rutherford, DES , Corporate Event Planner and ??Randall Craig , Hall of Fame Business Speaker and Retreat Facilitator. Facilitated by??Ronja Francoeur Soroka.

DATE: Wednesday, February 26, 12 noon ET

Register here (no cost to attend)?????https://www.braintrustprofessionalinstitute.com/events


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