Foundation/Strategy Retreat: Difference between revisions

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(→‎Previous strategy retreats: added September details)
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==== How do Strategy Retreats fit into our regular planning cycle? ====
==== How do Strategy Retreats fit into our regular planning cycle? ====


We’ll host Strategy Retreats twice per year. The first retreat will take place in the spring, early enough in the year for us to examine where we may need extra focus and attention. The second retreat will happen in the fall, where we’ll focus on the next year’s planning cycle.  
We host Strategy Retreats twice per year. The first retreat will take place in the spring, early enough in the year for us to examine where we may need extra focus and attention. The second retreat will happen in the fall, where we’ll focus on the next year’s planning cycle.  
 
Strategy Retreats take place as part of a larger sequence of strategic planning processes at MoFo. The outcomes of the retreat link to and flow into preparation for board meetings, All Hands, team-level planning, etc.
 


==== How are the themes and attendees decided? ====
==== How are the themes and attendees decided? ====


The MoFo executive team will define the theme and outcomes, and select participants for each retreat.  
The MoFo executive team will define the theme and outcomes, and select participants for each retreat. Themes will be selected that can be advanced in a few days between the executives, MoFo staff and external parties.  
Attendees for each retreat will vary depending on the theme, to bring a diversity of insight and expertise from across the organization. They will include MoFo staff from across  the organization in varying roles and levels, along with external participants. Themes will be selected that can be advanced in a few days between the executives, MoFo staff and external parties.  
 
Attendees for each retreat will vary depending on the theme, to bring a diversity of insight and expertise from across the organization. They will include MoFo staff to represent a cross-section of the organization, varying tenures at MoFo, office and remote workers, and various professional backgrounds and areas of expertise. External participants may also be invited.  


==== Who is designing/facilitating the Strategy Retreats? ====
==== Who is designing/facilitating the Strategy Retreats? ====


Andi Abele and Stephanie Ryan from The Coaching Studio will design and facilitate the retreats. Andi has been working with the executive team for several years and has attended several All-Hands. The Coaching Studio will continue working to support the Executive Team and the organization as a whole through strategic planning.
Stephanie Ryan from The Coaching Studio will design and facilitate the retreats. She has been working with the executive team for several years and has attended several All-Hands. The Coaching Studio will continue working to support the Executive Team and the organization as a whole through strategic planning.


==== What is the expectation of participants after the retreat? ====
==== What is the expectation of participants after the retreat? ====


Participants in the strategy retreats are not cohorts. They are invited based on their expertise and opinions as it relates to the theme of the retreat. They may continue to consult or work on the outputs of the retreat after the fact, however that is usually determined on a case-by-case basis.
Participants in the strategy retreats are not cohorts. They are invited based on their expertise and opinions as it relates to the theme of the retreat. They may continue to consult or work on the outputs of the retreat after the fact, however that is usually determined on a case-by-case basis.
There are some expectations for work that participants will engage in both before and after the retreat.  
There are some expectations for work that participants will engage in both before and after the retreat.  
* Before
* Before
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* After
* After
** Share back the experience and takeaways with their teams, and also perhaps during a staff call
** Share back the experience and takeaways with their teams, and also perhaps during a staff call
** Participate in a 1:1 feedback discussion about the retreat  
** Participate in a 1:1 feedback discussion about the retreat
 
 


== Strategy Retreat Details ==
== Strategy Retreat Details ==
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