Customer Reviews

Retreats That Work: Designing and Conducting Effective Offsites for Groups and Organizations

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"Retreats That Work" could be subtitled "Everything you ever wanted to know about retreats." Just a look at the table of contents told me that there was going to be an answer to any question I might have -- from the basic who, what, when, where and why, to the types of specialized retreats.

I am in a related, but quite different, field. As a qualitative research moderator, I am often asked to facilitate meetings or retreats by clients who are unaware of the differences -- hence, my interest in this book. But, whether you are working for a small or large company and want to hold a retreat, or you are someone needing to actually facilitate such an event, this book is a wealth of information. And for anyone thinking of facilitating a retreat or just understanding what a facilitator must be able to do, they would be advised to read the "definition" or role of the facilitator on page 116!

I found this book very well-written, easy to read and follow. It's filled with lots of practical information and tips, valuable time estimates for the various activities, and additional resources given.

The creative thinking section was particularly interesting to me. As a "left brain" person, I am usually skeptical of these kinds of activities. But the authors' examples and explanations of each exercise gave me a new appreciation for the value of this type of retreat.

I also visited the authors' or book web site, which is a nice accompaniment to the book, including additional resources.

Retreats that Work (Jossey Bass, 2003) is highly readable and valuable resource is a comprehensive guide to retreat planning. Authors Sheila Campbell and Merianne Liteman address medium- to larger-sized organizations in the for-profit, nonprofit and government fields. Campbell and Liteman offer both a "how to" for planning and conducting a retreat and a fine sampling of facilitated group activities for different kinds of retreats.

The overall message is that the top decisionmaker should hold a retreat only for important purposes, he or she must be truly ready to hear divergent views and to be open to real change, including change not anticipated by the decisionmaker. CEOs, boards, division directors and other "head honchos" that are not ready to share control need not apply. For instance, Campbell and Liteman recommend confidential pre-retreat interviews conducted by the facilitator. One of their retreat design principles is that at least some of the participants should contribute to formulating the goals of the retreat. To do so, they believe it is essential for employees to feel safe to share their views in planning the retreat as well as at retreat. Thus, Campbell and Liteman call for anonymity and non-attribution of pre-retreat views and assurance of no negative actions for expressing views candidly during the retreat.

A key strength of the book is the attention to pre-retreat and post-retreat concerns. Pre-retreat matters extend well beyond choosing the meeting facility and menu [although their retreat logistics chapter is first rate] to the more important question: "Why have a retreat?" Campbell and Liteman specify nine reasons to hold a retreat and ten reasons not to hold a retreat. Both lists are enlightening and are foundational to further pre-retreat work.

A retreat is not a conference and not a regular meeting. Campbell and Liteman believe a retreat is best served "off-site," that is, at a location away from the workplace. They do cover the challenges of time and money in choosing an appropriate facility, and the discussion reinforces two more of their principles of retreat planning - designing a retreat to result in action for change and ensuring whatever happens at the retreat relates to the day-to-day work of the organization.

Other pre-retreat elements are: setting the goals, deciding on the format, and inviting people; defining the roles of convener, facilitator, administrator, participants (and non-participants); and a review of fixed-format retreat designs (such as Future Search, Ropes courses, and Appreciative Inquiry). Campbell and Liteman do a fine job discussing the tension between having a small enough group for good interaction and the group being large enough to be inclusive of the key players. In particular, they offer eight common criteria for how to choose participants. I think the criteria are especially helpful as an organization thinks of board-staff concerns, clients or customer involvement in a retreat, and inter-organizational issues.

A logical, but often overlooked, planning proviso is to design the retreat backwards-What is the outcome you seek? Instead of holding a retreat because its done annually, or because someone likes a particular format, or to "boost morale," Campbell and Liteman forcefully highlight the need to have retreats only for special purposes, and to work from the question "How will the day-to-day workplace be different following the retreat?"

The structure of the book opens with coverage of the why, goal-setting, logistics planning and role of leaders at the broadest view of a retreat. From there, most of the guide is devoted to facilitator assistance. Campbell and Liteman cover design issues ranging from pre-retreat work for participants to having "unprogrammed time" as an essential part of a successful retreat. They offer tips on ground rules, giving feedback to the group, and decisionmaking. For in-retreat concerns, general facilitator principles are leavened with brief guidance on how to respond to over a dozen glitches (such as repetitive discussions, disruption by a participant, a participant walking out, or a senior manager violating the ground rules).

A large section of the book identifies activities appropriate for four kinds of retreats: a) strategic planning, b) culture change, c) relationship-building and teamwork, and d) creativity and innovation. Each activity offers a clear description, steps and facilitator notes. Equally valuable are accompanying sidebar notes on the experiential elements, set-up, special supplies and degree of facilitator experience to conduct the activity effectively (easy, moderately easy, or only for experienced/specialized training). While retreat facilitators will probably eat up this part of the book, I hope they don't overlook the earlier "menu-setting" essentials of effective retreats.

Campbell and Liteman know that typically the worst part of a retreat is....after the retreat. Does the great thinking from the retreat get lost in the daily grind or new crises? Do non-participants not support the outcome? While a retreat's impact depends on organizational norms outside of any retreat's reach, Campbell and Liteman nicely select a few post-retreat points. In brief: announce the outcomes to everyone affected, not just the participants; move briskly into the actions steps identified at the retreat; and avoid a letdown by offering a memento, having periodic updates, or celebrating milestones. They highlight "critical leadership actions" for retreat follow-up.

Campbell and Liteman know that retreats have a purpose within the larger context of an organization. They provide a fine guide the knits together the earliest hints of whether to hold a retreat to effective planning to post-retreat steps to offer the best possible assurance that the change initiated by the retreat is converted into a better organization. The book is a must-have for both the senior management and for internal and external facilitators. (...)

This is a terrific handbook for anyone who wants to (or has been assigned to) organize or lead a retreat for their company or non-profit organization. The authors describe the guiding principles for designing a retreat, they outline the logistics in detail, and they provide all kinds of good advice about how planners and facilitators should work together to get the most out of an offsite meeting. The checklists alone are worth the price of the book, and the activities sections are priceless!

This book is EXCELLENT. It is so good in fact that it showed me why a retreat is not for us. Instead, I am using the activities it describes to create a series of training sessions for our senior and middle managers, or what you might call a series of mini-retreats, a couple of hours each once a week over several weeks. The activities contained in this book are intelligent and fun, unlike several others I've read. I highly recommend this book for the activities section alone -- and if you do want to do a full retreat, it will prove even more valuable. Also, the sections on pre-interviewing participants and retreat design components were very helpful, and I am putting them to good use.

I also like "101 Games for Trainers" by Bob Pike, and "Games That Teach Teams" by Steve Sugar. I think these three books together are the best place to start -- there are a lot of other titles out there that are, in a word, garbage, and should be avoided.

This book gives examples of various kinds of retreats and includes sample exercises for each that are simple, creative, and effective with no hint of the flaky factor that makes some retreats go offtrack. In fact, I'd say that the section on "Reasons NOT to hold a retreat" was alone worth the price of this book for its value in clarifying what a retreat can and cannot do.

As a communications trainer with my own non-profit board to deal with, I was most impressed by the fact that the chapter on non-profits identifies as a "most common concern" exactly the thing that causes my board trouble -- complaints of micromanaging on details while sidestepping needs for fundraising. The insight that this is a structural problem rather than a personality issue has been extremely helpful to me -- even without a retreat -- and convinced me these authors must know what they're talking about.

I run a large department in a major insurance agency. We have attempted on many occasions to hold retreats to improve cohesiveness and teamwork in my department. Ppredictably, some of them worked to some extent and others were total failures at great expense to the company.

Had it been my good fortune to have found this book earlier our department would have been avoided many pitfalls that we encountered. I'll never call another retreat without referring back to this book. I highly recommend Retreats That Work for several reasons. It is written in clear concise and no-nonsense language and with a flair and a sense of humor which made the read not only extremely helpful but also a pleasure. Any executive organizing a retreat should read this book before taking the first step.

In a time where companies are thinning their ranks to keep only the most talented workers, along comes a book that gives managers the tools they need to motivate their teams. It doesn't matter what type of industry you're in (I'm in healthcare) this book has the step-by-step instructions on how to plan, organize, and implement an effective retreat. Empowered workers are happy employees who contribute to the bottom line. This very "readable" book is a must-have for any manager, executive or human resources professional.

I just finished reading "Retreats That Work." Great timing! My HR director gave me a copy just after I brought up at a staff meeting the idea of holding an off-site retreat to revise our company's strategic plan, and I got a lot of great ideas from what Campbell and Liteman wrote.

Most retreats I've been to were long on talk and short on results. Others in my company have had the same experience, so there wasn't much enthusiasm for the idea of having one.

But after I shared with them some of the authors' ideas, they were convinced, as I was, that we could follow Campbell and Liteman's guidelines and actually hold a retreat that would help the company become more focused and improve our operations.

The book is full of engaging stories about what can go wrong when a retreat is poorly planned or facilitated, and, in contrast, how to go about planing and leading a retreat that will succeed and make things better.

I found the book well-written and easy to read, and I learned how details ranging from whom you invite to the kind of facility you use and how key executives -- including me -- behave before, during, and after the retreat can affect its success. The authors made me aware of many things I hadn't thought about that now I'll keep in mind.

You may think that a book about retreats is just for your HR folks. Not so for this book. The parts addressed to executives are to the point, very useful, and actually enjoyable to read, and I'm glad my HR director passed the book along to me (though I've marked it up so much she'll have to order another copy for her office).

I'm responsible for planning the next retreat my department will have this Spring. I am impressed with the detail and organization of this book. It really helped me, someone new to retreat planning, think about the goals and objectives of this venture I'm undertaking. I can't wait to see how all this good advice helps my department move the company forward!

The book arrive timely and in good condition. It is excellent, outstanding. It seems the authors anticipated every question a person might have and provided guidance.