Sample Retreat Agenda
Bay, Point Reyes National Seashore,
Dr. Maynard Brusman, Facilitator establishes the context for the
retreat and answers questions related to the process.
Personal and Professional Goals of Partners
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
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
SCAN THE CURRENT SITUATION
Partners discuss threats and opportunities.
Facilitated process defining key values and what they mean in
Leader facilitated process defining the purpose of the firm.
Kayaking on Tomales Bay
Five Brooks Ranch Horseback Riding
Spa Treatments including massage
Action Steps and Accountability