Partner Retreats and Away Days

Retreats are a great way to build cohesion within a partnership and to start tackling sometimes tricky areas. 

Our support typically involves:

• helping plan the programme and format for the retreat
• a pre-retreat questionnaire to be completed by all participants asking them for key issues facing the firm, issues to be addressed at the retreat and their thoughts on a good outcome. We collate their responses into a non-attributable summary
• pre-retreat interviews with the partners and other people who will attend.  These can be individual or group interviews.  Depending on the circumstances we may meet a cross-section of other people within the firm as well
• financial benchmarking with other firms
• interviews with professional contacts to obtain an external perspective
• facilitating the retreat on the day
• follow up notes and action points.

We know that a successful partner retreat can make a huge difference to a firm and to partner enthusiasm.

The support provided will vary according to the client’s requirements and will include a selection of the items listed above.  The key requirement is for us to have a clear understanding of the firm and what the partners hope to achieve from the retreat.

It is important to recognise that a partner retreat is part of a process to strengthen a firm’s management, the cohesion of the partner team and its forward strategy.  It is easy to overstate what people expect, but sometimes a great outcome is simply enjoying spending time together, talking openly and having fun!