Tag Archives: budget

Do & Review, Manage to Lead, People Matters

How to Run a Great Annual Leadership Team Offsite Meeting.

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Most leaders find it difficult to adequately prepare— assuming they even know how — to facilitate a high-powered, executive offsite. The truth is that it is nearly impossible for a leader to facilitate and participate in, let alone also lead, their own offsite. A better strategy is to hire experts who use proven approaches, tools, and methods to prepare and facilitate a great annual leadership team offsite meeting.

The ten tips and resource links below will help the thoughtful leader to get out in-front of the planning process and make clear to the board, top team, and employees that the organization is in good hands and well-led.

Plan the Plan

  • Inform the board and the management team that it is time to work on plans for the coming year.
  • The management team can be as small as three to five members or as many as 15 to 20.
  • If there are more than seven, pick three to five to serve as an executive committee.
  • Prepare a time-line of steps, outputs, and review points.
  • Assign a process leader who will manage planning as a project.
  • Schedule offsite session and line up facilities and facilitation support.

  See details on leadership team strategy and planning sessions. 

Continue reading How to Run a Great Annual Leadership Team Offsite Meeting. →

Finance Matters, Get Clear, Manage to Lead

How to get, and stay, in control of operations.

Leaders who are in control of operations compare their organization’s actual performance results to:

  • Past results to know whether their organization is trending up, down or sideways.
  • The results other organizations that are doing things similar to theirs achieve in order to know how well they are doing relative to industry benchmarks, especially relative to those who do best what they are doing.
  • Plan, budget, projection, or forecast in order to hold themselves accountable to what they said would happen.
  • Target or goal to know if it is time to be done with what they are doing!
The exhibit below provides precise definitions of terms leaders can use to talk about their organization’s performance with their leadership team and organization stakeholders.