BOLD Strategy Planning Retreat
The BOLD Strategic Planning Retreat is an exclusive, high-impact experience designed for senior executive leadership and management teams committed to strengthening their leadership capacity, refining system-level and organizational structures, and enhancing overall performance. In today’s fast-paced world, where crisis management and mounting to-do lists often leave little time for strategic reflection, leaders find themselves caught in a cycle of burnout and declining productivity. Yet, the need to step back, re-evaluate, and plan has never been more urgent. This one- or two-day retreat offers a focused opportunity to reset, clarify strategic direction, and align goals to drive both organizational success and a thriving workplace culture. Facilitated by world-renowned leadership experts, the BOLD Strategic Planning Retreat empowers leaders and their teams to move beyond stagnation, re-energize their vision, and implement actionable plans for short and/or long term sustainable and transformational growth, increased stakeholder engagement, and improved retention. The BOLD experience is ideal for senior executive, senior directors and key decision-makers ready to build a transformative blueprint for the future. We specialize in education and non profits and customize for corporate and governmental agencies.
Our Design Process
The design process for the BOLD Strategic Planning Retreat is both thorough and bespoke, ensuring a tailored experience that aligns with the unique needs and aspirations of your leadership team. To begin, leaders and their management teams will complete a comprehensive self-assessment, reflecting on current organizational priorities and identifying areas for growth. Whether those priorities remain unclear or require deeper evaluation, the BOLD retreat is the ideal setting for reflection, realignment, and progress measurement. We understand that every organization is distinct, and we are committed to excellence in delivering a process and tools that are specifically customized to your team’s needs. Prior to the retreat, we will collaborate with you to select key focus areas and define desired outcomes, ensuring that our time together is as impactful and results-driven as possible. Our expert facilitators will guide you through a process designed to catalyze strategic clarity, operational alignment, and transformative change. See below for a glimpse into the foundational building blocks of your personalized retreat experience.
Clarify and Redefine Direction
Each management team will have the opportunity to select the key Building Blocks they wish to focus on during the Signature BOLD Strategy Lab Retreat, which may range from one to three days. Recognizing that each team and organization is uniquely positioned, we customize the strategic planning retreat to align with the specific needs of your organization. In preparation for our time together, we will collaboratively identify focus areas and desired outcomes, ensuring that every session is purpose-driven and results-oriented. As a guide, please explore the building blocks aligned to key outcomes below, which serve as a framework to shape the focus of your retreat and maximize impact.
Mini-Client Study
A heartfelt shout-out to Sesame Workshop’s Global Brand Creative VP & Senior Director’s Team! It was a true honor to facilitate the BOLD Strategic Planning Retreat for such a distinguished group of leaders from one of the world’s most influential and beloved organizations. Sesame Workshop, a global powerhouse, serves over 14.6 million children across 150 countries, using the power of creativity and storytelling to positively impact young lives. Together, we worked to elevate The Global Brand Creative Team’s vision, refine their unique "Secret Sauce," and identify key priorities for 2025. Through focused collaboration, they set clear KPIs and developed a strategic action plan to propel their global impact to new heights.
Ready to achieve your own breakthrough? Select your desired outcomes from our signature retreat focus areas and reserve your transformative experience today.
Ignite Deep Organizational Change
During the BOLD Strategic Planning Retreat, clients will immerse themselves in a profound strategic learning experience that combines deep reflection, rigorous data analysis, and actionable planning. This transformative process empowers leadership teams to confront challenges, evaluate progress, and realign strategies to achieve breakthrough results. By engaging in candid discussions, identifying key insights, and setting clear, actionable goals, your team will leave with a renewed sense of purpose and a roadmap to drive sustainable change within your organization. This is where strategic vision meets tangible impact—igniting the transformation needed to elevate your leadership and organizational success.
Client Testimonial
“I have been meaning to send you a personal note of thanks for the amazing coaching you provided for us during our retreat. I was not exaggerating when I said your presentation and coaching is the very best we have ever had. I was sorely disappointed in all of the previous events of this kind attempted by our company. There has not been even one that was as informative or nearly as genuinely valuable, helpful, and substantive.
On top of that, it was fun, comforting, challenging, and inspiring all at the same time. I really wish this could have been provided for the entire company. It is needed widely, especially among our board.
If I may ever be of any assistance to you in any way, I would be honored to receive such an opportunity to give back to you. I do hope we get a check-in from you in the near future if at all possible. I have been part of our organization for over 31 years, so I do know what the quality of the attempts toward coaching and training has been for almost that entire time.”
- Senior Executive Director, Global Non Profit Educational Organization