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Insight to Impact
Leadership Insight
Step 1 - The Assessment
Step 2 - The Report
Step 3 - The Review
Step 4 - The Retreat
Step 5 - The Impact System
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Your fk advisors Team
RayKirschner
JerryFitzpatrick

Insight to Impact Program 

Step 4 - The Retreat

The business planning retreat normally occurs within a week after the strategic performance review. The objective of the business action planning retreat is to affirm the top performance improvement goals and draft individualized and aligned strategic plans, operational plans, and performance management plans for the president and senior managers. Additionally, the management team will identify resources required to effectively execute the action plan. These resources take the form of clarified roles and responsibilities, technology investments, defined key performance indicators, training, coaching, monitoring systems, and rewards/incentive/non-compliance plans.

Key Goals of the Retreat

  • Affirm the prioritized performance improvement goals
  • Draft action plans that outline the work to be done in the next year to achieve these goals
  • Identify strategies to demonstrate how the business will achieve the measured objectives
  • Clarify the business objectives and how they will be measured
  • Create a business plan that produces alignment, accountability, and results

Click here to continue on to Step 5 - The Impact System


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