Objectives

To update each other on progress toward business objectives
To clarify actions, resources needed, and benchmarks for finishing 2013 as expected
To develop our bench strength as company leaders

Wednesday, July 24, 2013

8 am Retreat welcome and overview [DD]

8:30 What drives our growth? Strategy session

9 Case study 1 – Growth opportunities

9:30 Customer acquisition – What’s working in 2013 with attraction, retention, and service

11 Break

11:15 Customer growth – Where to focus 2H 2013 (geos, niches, partners,…)

12:30 Lunch

2 Case study 2 – Team development

2:30 pm Customer growth – Improving our systems, metrics

4 pm Break

4:15 Case study 3 – Resolving conflict

4:45 Customer growth – Commitments and support

6:45 Re-cap of Day 1

7 pm Dinner at hotel

8 am Facilitated review [DD]

8:30 Case study 4 – Data-driven decision making

9 Achieving net income goals: the value chain

10:30 Break

11 Achieving net income goals: Opportunities for improvement

12:30 Lunch

2 pm Case study 5 – Scalability factors

2:30 Achieving net income goals: Planning and committing

4 pm Break

4:15 Group exercise – Stepping up to the Next Level

5 Work block – TBD

6:30 Key takeaways

7 pm Dinner – TBA