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Thinking about new beginnings: The New Year is the time resolutions are made with the
hope of doing better in the days ahead. Whenever the year starts for your
board-- usually after your annual meeting and the election of new
members--it is also time to think about how to do better and steps needed to
improve. A board retreat is the best vehicle for doing this.
Why do you need a retreat?Regular board meetings typically focus on very specific
issues that need to be decided. Most boards meet for only a few hours during
a given month. A retreat, however, will give a board (and the senior staff
involved) the time it needs to dream, to think and to talk about the purpose
and values of the organization.
The board members will get to
know each other and, as a result of a successful retreat, embrace
and commit themselves as a team to the organization's spirit. It
can be a time of renewal for the board members who have served for
a while and an opportunity for the new board members to become
energized about their new assignment.
Setting a date:The hardest part of arranging for a retreat is setting a
date when everyone can come. It helps if "attendance at the annual board
retreat" is part of the job description that is given to each board member.
That way they understand in advance it is expected that they will attend.
The best board retreats happen
over a weekend, when people get away from their home and office
environment to a conference center or camp and meet for Friday
night dinner, socializing and icebreakers. They then spend all day
Saturday together. An alternative is to meet Saturday morning for
breakfast and stay through Sunday lunch.
If it just isn't possible to
arrange this, you may have to settle for an all-day session.
Spreading a retreat over two half days in the same or different
weeks is not the best idea because of the risk that different
people will attend each session and continuity and bonding will
suffer.
Having an outside facilitatorIt's a good idea to have an objective outside facilitator
who focuses on process. The main reason it helps, is that everyone including
the president and executive director can be part of the group and the
brainstorming. This helps team building and a feeling that all are equals.
The facilitator need not be a
professional but can be some one with a background is youth soccer
administration. State and national directors and others can
be a valuable resource.
The agenda:
A board planning committee should
spend some time thinking about what it is most important to accomplish at
the retreat. Obviously getting acquainted is important, but after that:
- Do you need to revise your
strategic plan?
- Do you only need to bring
people up to date on the contents of the plan and what you have
accomplished so far so that you can move forward together?
- Are you thinking of embarking
on a major marketing or fund raising campaign and the board
needs to consider the priority, impact and commitment that such
campaigns entail?
- Are there some major decisions
such as a new program or a new direction that need to be
discussed more thoroughly than they can be at a regular board
meeting?
- Do you need to review the job
description of the board members and the executive director and
the organizational chart so that everyone understands his/her
role?
After the planning committee makes
this determination, it is time to meet with the facilitator to outline a
process. An experienced facilitator will already have asked the board
members (excluding the brand-new ones) to fill out a simple confidential
board assessment and return it promptly to him/her. This will help the
facilitator work with the committee to design an appropriate agenda
Start with the basics
Whatever the main focus of the retreat, it
is essential to start a retreat with the basics. By basics I mean:
- Getting acquainted
- Having an interactive exercise
in which people write down their notion of the mission of the
organization and discuss their differences (if there are some)
so that the mission can be revised, if necessary, and the board
can indeed speak with one voice
- Defining the core values of
the organization by generating a list and then putting it in
priority order.
If a group
can get to know each other and then affirm its mission and its priority core
values for the organization, it will have formed a base of agreed-upon
principles on which to proceed and plan for the future. That is the real
purpose of a retreat.
Both Kentucky Youth Soccer and US Youth
Soccer have annual Long Range Planning Meetings such as described above.
They have proven effective in enhancing the organization and have facilitate
the development of new events and programs |