If you can answer “Yes!” to the following questions, you probably don’t need a board retreat this year.

 
   1.  Our Board of Directors understands and fulfills their roles and
        responsibilities.
  
   2.
  Our organization has a comprehensive and usable strategic plan and operating budget.

  
   3.
  
Our agency’s mission has been reviewed, modified, and approved within the past 2 years.

 
Today’s dynamic, constantly changing business climate has placed more responsibility and accountability on not-for-profit organizations than ever before. Your board of directors must be engaged properly, your board chair must provide leadership, and your mission must be current and relevant.

 

If you’re still reading, maybe you didn’t answer “Yes!” to the 3 questions.

 

An effective board retreat depends entirely on having a goal. Cookie cutter approaches won’t work—not in today’s world.  Before the retreat, we will meet to identify desired outcomes.  We’ll ask for and review key documents.  Interactive activities will be designed to provide important insights and reinforce why you are in business. 

 

After we’re done, your agency will have better ideas and action items to move your organization forward.  That’s what a retreat should do—move your mission forward.

 

Full-day and half-day retreats are possible.  Don’t have time for a retreat?  Consider a board in-service on “Roles and Responsibilities,” “Duties,” or “Strategic Planning Basics.”

Benbrook Associates

Board Retreats

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