lh 2015 retreat workbook

June 2015Chumash Resort

Facilitated byAndrew Papageorge

GoInnovate!

Strategic Thinking Retreat

2015 Strategic Thinking Retreat

Purpose To have Partners and Managers align on Mission, Vision and Values

Outcomes • Mission, Vision and Values clarified • Top 5 – 6 strategic priorities selected • Teams formed to implement strategic priorities • Everyone participated fully and had fun - a WOW! experience

Day 1: Monday June 15

Day 2: Tuesday June 16

Day 3: Tuesday June 17

Note: There will be breaks periodically throughout the 3 days

1:30 Welcome

Importance of Growth & Strategic Thinking

Creativity Skill Building

Teams Discuss Mission, Vision & Values

Teams Brief Other Teams

5:15 Close

6:30 Dinner

8:30 Group Activity

8:30 Breakfast

9:00 Welcome

Everyone Aligns on Mission, Vision & Values

Teams Discuss Firm’s Strengths, Critical Issues & Future Challenges

12:30 Lunch

1:30 Everyone Aligns on Firm’s Strengths, Critical Issues, & Future Challenges

2:30 Wine Tasting, Shopping, Relaxing, Hiking…

7:00 Dinner

8:00 Breakfast

8:30 Welcome

Strategic Priorities Selected

Retreat Follow-Up: Strategic Management System

Innovation Teams Formed & Discuss Next Steps

12:00 Close

1 ©GoInnovate! 2015

Strategic Thinking Retreat Thinking −> Action −> Results

What is Lucas Horsfall’s core business?

Strategic Thinking


Retreat Agenda

2

3 Strengths, Issues & Challenges

4 Strategic Priori=es

5 Strategic Implementa=on

Mission, Vision & Values

1 Crea=vity Skill Building

Accountant Humor

Generating New & Useful Ideas

Principle Thinking è Action è Results


YOU Are Already Creative

Introduction to Creativity Quiz

Creativity Overview

Analyze Detail Evaluate

Three Skills of Creativity Imagine Expand Diversify Think Freely

Build Test

Research Buy

Three Skills of Creativity

Apply Scan – Focus – Go …

Restaurants Questions Options

Points of View Facts

Action Solutions

Relationships Problems


Don’t focus while

scanning

Don’t scan while

focusing

Rule: No Crossing Over Scan – Focus Practice

SCAN FOCUS GO Example

What is the most unique

idea on your list?

What is the most common

use of the cup?

What is the most dangerous

use of the cup?

Bazookas

Killer phrases

Not checking assumptions

Idea Vapor

Yadda, Yadda, Yadda

Creativity Speedbumps

Write down two SPEEDBUMPS

you use that keep you

from being more creative at work

or home

Creativity Reflection

What did you learn (re-learn)? What new actions will you take?


17

17 Breathe

BREATHE

Most Fundamental Basis for Decision-Making

19

© GoInnovate! 2002

Mission: To have our clients achieve their business and financial goals

History: •  Established in 1957

•  Merged to become LHMP on 1/1/98 •  Started by a few individuals with a big

vision, a willingness to take entrepreneurial risks & strong perseverance •  Now there is a broad leadership base that

maintains the entrepreneurial spirit •  Firm is well recognized in the

geographical area it serves

Competencies: •  Diversification of knowledge & skills •  Adaptability to Change •  Success motivated •  Building LHMP Brand •  Leadership •  Technology expertise

Values: Integrity, Competence, Creativity Teamwork and Communication

Future Challenges: •  E-Commerce •  Global Economy •  Value Billing •  Managing diverse personnel needs June 23-25, 2002

Environment: •  Changing legislation and

delivery system •  Expanded client service

opportunities

Critical Issues: •  Transitioning and developing leadership •  Accountability – Personal responsibility and follow-through •  Understanding & utilization of people •  Crisis in Communication •  Development of stronger education and training program •  Re-evaluation of marketing model •  Balancing 3 jobs throughout firm

People

Growth Client Service Vision

LHMP Vision Map


Pre-Retreat Questionnaire

Scan – Focus - Go

Individual Everyone Teams


1.  Mission 2.  Vision Element: Firm Size 3.  Vision Element: Client Base 4.  Vision Element: People 5.  Vision Element: Services 6.  Vision Element: Infrastructure 7.  Vision Element: Community 8.  Vision Element: WOW! 9.  Values

Retreat Day 1 Reflection

What was the most valuable part of the day?


Group Activity


Day 2

Retreat Agenda

2







Finaliza'on (for now)

Strengths, Critical Issues & Future Challenges Strengths, Critical & Challenges

1.  Strengths 1 2.  Strengths 2

3.  Critical Issues 1 4.  Critical Issues 2

5.  Future Challenges 1 6.  Future Challenges 2


Individual Whole Group Teams

34

34 Breathe

BREATHE

Paper Tear

Strengths, Critical Issues & Future Challenges


Retreat Day 2 Reflection

What was the most valuable part of the day?

Wine Tasting Relaxing

Shopping

Hiking


Day 3


Retreat Agenda

2






Booklist

Strategic Priorities


4646 Breathe

BREATHE

Strategic Management System

1.  Refine & define all words in M, V & V 2.  Update Vision Map 3.  Communication Plan (align organization) 4.  Innovation teams (+staff) innovate 5.  Key Success Measures reported 6.  Education & Coaching 7.  Regular reviews of progress 8.  +++


Innova=on Teams

When will you be mee=ng next?

When?

Who do you want to be on your team?

Who? What?

What do you want to achieve in the next 4 weeks?

Whole Retreat Reflec=on

What was the most valuable part of the Retreat?


lh 2015 retreat workbook

Documents