LH 2015 Retreat Workbook
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Transcript of LH 2015 Retreat Workbook
June 2015Chumash Resort
Facilitated byAndrew Papageorge
GoInnovate!
Strategic Thinking Retreat
2015 Strategic Thinking Retreat
Purpose To have Partners and Managers align on Mission, Vision and Values
Outcomes • Mission, Vision and Values clarified • Top 5 – 6 strategic priorities selected • Teams formed to implement strategic priorities • Everyone participated fully and had fun - a WOW! experience
Day 1: Monday June 15
Day 2: Tuesday June 16
Day 3: Tuesday June 17
Note: There will be breaks periodically throughout the 3 days
1:30 Welcome
Importance of Growth & Strategic Thinking
Creativity Skill Building
Teams Discuss Mission, Vision & Values
Teams Brief Other Teams
5:15 Close
6:30 Dinner
8:30 Group Activity
8:30 Breakfast
9:00 Welcome
Everyone Aligns on Mission, Vision & Values
Teams Discuss Firm’s Strengths, Critical Issues & Future Challenges
12:30 Lunch
1:30 Everyone Aligns on Firm’s Strengths, Critical Issues, & Future Challenges
2:30 Wine Tasting, Shopping, Relaxing, Hiking…
7:00 Dinner
8:00 Breakfast
8:30 Welcome
Strategic Priorities Selected
Retreat Follow-Up: Strategic Management System
Innovation Teams Formed & Discuss Next Steps
12:00 Close
1 ©GoInnovate! 2015
Strategic Thinking Retreat Thinking −> Action −> Results
What is Lucas Horsfall’s core business?
Strategic Thinking
2 ©GoInnovate! 2015
Retreat Agenda
2
3 Strengths, Issues & Challenges
4 Strategic Priori=es
5 Strategic Implementa=on
Mission, Vision & Values
1 Crea=vity Skill Building
Accountant Humor
Generating New & Useful Ideas
Principle Thinking è Action è Results
3 ©GoInnovate! 2015
YOU Are Already Creative
Introduction to Creativity Quiz
Creativity Overview
Analyze Detail Evaluate
Three Skills of Creativity Imagine Expand Diversify Think Freely
Build Test
Research Buy
Three Skills of Creativity
Apply Scan – Focus – Go …
Restaurants Questions Options
Points of View Facts
Action Solutions
Relationships Problems
4 ©GoInnovate! 2015
Don’t focus while
scanning
Don’t scan while
focusing
Rule: No Crossing Over Scan – Focus Practice
SCAN FOCUS GO Example
What is the most unique
idea on your list?
What is the most common
use of the cup?
What is the most dangerous
use of the cup?
Bazookas
Killer phrases
Not checking assumptions
Idea Vapor
Yadda, Yadda, Yadda
Creativity Speedbumps
Write down two SPEEDBUMPS
you use that keep you
from being more creative at work
or home
Creativity Reflection
What did you learn (re-learn)? What new actions will you take?
5 ©GoInnovate! 2015
17
17 Breathe
BREATHE
Most Fundamental Basis for Decision-Making
19
© GoInnovate! 2002
Mission: To have our clients achieve their business and financial goals
History: • Established in 1957
• Merged to become LHMP on 1/1/98 • Started by a few individuals with a big
vision, a willingness to take entrepreneurial risks & strong perseverance • Now there is a broad leadership base that
maintains the entrepreneurial spirit • Firm is well recognized in the
geographical area it serves
Competencies: • Diversification of knowledge & skills • Adaptability to Change • Success motivated • Building LHMP Brand • Leadership • Technology expertise
Values: Integrity, Competence, Creativity Teamwork and Communication
Future Challenges: • E-Commerce • Global Economy • Value Billing • Managing diverse personnel needs June 23-25, 2002
Environment: • Changing legislation and
delivery system • Expanded client service
opportunities
Critical Issues: • Transitioning and developing leadership • Accountability – Personal responsibility and follow-through • Understanding & utilization of people • Crisis in Communication • Development of stronger education and training program • Re-evaluation of marketing model • Balancing 3 jobs throughout firm
People
Growth Client Service Vision
LHMP Vision Map
6 ©GoInnovate! 2015
Pre-Retreat Questionnaire
Scan – Focus - Go
Individual Everyone Teams
Mission, Vision & Values
1. Mission 2. Vision Element: Firm Size 3. Vision Element: Client Base 4. Vision Element: People 5. Vision Element: Services 6. Vision Element: Infrastructure 7. Vision Element: Community 8. Vision Element: WOW! 9. Values
Retreat Day 1 Reflection
What was the most valuable part of the day?
7 ©GoInnovate! 2015
Group Activity
Strategic Thinking Retreat Thinking −> Action −> Results
Day 2
Retreat Agenda
2
3 Strengths, Issues & Challenges
4 Strategic Priori=es
5 Strategic Implementa=on
Mission, Vision & Values
1 Crea=vity Skill Building
8 ©GoInnovate! 2015
Finaliza'on (for now)
Strengths, Critical Issues & Future Challenges Strengths, Critical & Challenges
1. Strengths 1 2. Strengths 2
3. Critical Issues 1 4. Critical Issues 2
5. Future Challenges 1 6. Future Challenges 2
9 ©GoInnovate! 2015
Individual Whole Group Teams
34
34 Breathe
BREATHE
Paper Tear
Strengths, Critical Issues & Future Challenges
10 ©GoInnovate! 2015
Retreat Day 2 Reflection
What was the most valuable part of the day?
Wine Tasting Relaxing
Shopping
Hiking
Strategic Thinking Retreat Thinking −> Action −> Results
Day 3
11 ©GoInnovate! 2015
Retreat Agenda
2
3 Strengths, Issues & Challenges
4 Strategic Priori=es
5 Strategic Implementa=on
Mission, Vision & Values
1 Crea=vity Skill Building
Booklist
Strategic Priorities
12 ©GoInnovate! 2015
4646 Breathe
BREATHE
Strategic Management System
1. Refine & define all words in M, V & V 2. Update Vision Map 3. Communication Plan (align organization) 4. Innovation teams (+staff) innovate 5. Key Success Measures reported 6. Education & Coaching 7. Regular reviews of progress 8. +++
13 ©GoInnovate! 2015
Innova=on Teams
When will you be mee=ng next?
When?
Who do you want to be on your team?
Who? What?
What do you want to achieve in the next 4 weeks?
Whole Retreat Reflec=on
What was the most valuable part of the Retreat?
Strategic Thinking Retreat Thinking −> Action −> Results