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Sample Retreat Agenda



Tomales Bay, Point Reyes National Seashore,
Northern California




Day One


Dr. Maynard Brusman, Facilitator establishes the context for the retreat and answers questions related to the process.

Personal and Professional Goals of Partners
Partner dynamics
Myers-Briggs Type Indicator Assessment
1-5-10 year personal and work visions


Bring associate into the partnership and share ownership, future bonuses; division of labor. Fee splits within the firm

Adventures in Working Together … Building Productive Work Relationships Exercise

Hike in the Redwoods

Work/Personal Life Balance issues
Stress and Burnout…How to stay resilient and healthy.
Stress Map Assessment Interpretation

Personal Development Plans
Debrief and Law Firm Action Plans

Day Two


Pressing Issues

  1. Partner Relationships
  2. Selecting and assessing attorneys who are a great fit with the developing firm culture. Selecting the right people for the right positions.
  3. Managing the San Francisco office.

Vision, Mission, and Values
Role of vision, mission & values in strategy and organizational success Overview of mission, values, and visioning process

Bear Valley Trail Hike

Day Three


Partners discuss threats and opportunities.


Facilitated process defining key values and what they mean in action.


Leader facilitated process defining the purpose of the firm.

Kayaking on Tomales Bay

Day Four


Strategic Planning

Five Brooks Ranch Horseback Riding

Spa Treatments including massage


Action Steps and Accountability


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Working Resources - Dr. Maynard Brusman
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