Annual Management Planning Retreat

Clarify strategy, set goals & priorities and
realign your organization

If you’re not realizing your company’s full potential due to
strategic or operational obstacles, our annual management
planning retreat can help you chart the right strategy, priorities
and actions to navigate the path forward.

Our annual management planning retreat begins by isolating your current business stage, market position, business opportunities and hurdles, as well as ground and market realities.

We then begin the process of clarifying your vision, mission and company purpose to ensure your leadership team’s alignment behind a common vision.

Featured Insight: Why Management Retreats Fail

Our annual retreats can be highly strategic or tactical depending on the client company’s objective.

For strategic annual retreats, we collaboratively develop a blueprint that helps clarify what your go-forward organization is, who it serves, what it does, and why it does it along with the actions needed to move your company forward to gain strategic advantage.

For tactical and alignment focused annual retreats, we work with the retreat participants to develop a blueprint that incorporates on-the-ground realities that are currently hindering your company’s momentum. Workarounds around hurdles are identified. Clear future goals and targets are defined. Initiatives, activities, milestones and drivers are established to increase day-to-day accountability.

This helps set priorities, focus your team, align resources, and ensures that everyone is working together to get your company to its next level.

Featured Insight: Why Management Retreats Fail

Retreat Details

1-4 Days
Annual Corporate Planning, Strategic Planning, Navigate Business Hurdles
Retreat moderator/s + Client team
Number of people:
4 - 20+
Conducted in up to 5 phases
  1. Pre-meeting surveys and/or interviews
  2. Formal assessment (optional)
  3. Retreat Day/s
  4. Deliverable (optional)
  5. Implementation Support (optional)
  1. Pre-meeting surveys and/or interviews
  2. Formal assessment (optional)
  3. Retreat Day/s
  4. Deliverable (optional)
  5. Implementation Support (optional)
Deliverable Type:
Custom (varies by client objective)
Off-site or on-site
Flat fee based on phases, participants & location

RareBrain’s annual management planning retreat helps
management teams better understand their current
position, articulate the desired future, define business
priorities, set targets, synchronize actions and align their
company behind one vision.

  • Plan

    Clarify Vision

    Get Consensus on

  • Collaborate

    Define Goals &

    Make Strategic

  • Navigate


    Deal with Obstacles

Our clients average 10-30X hard dollar return on their investment

But don’t just take our word for it...

Download our guide to ensuring a world-class retreat or strategic offsite.

In this guide, you will learn:

  • The 6 phases of our proprietary Meeting Circle methodology.
  • A 60-day preparation timeline to engage all stakeholders.
  • How to develop a meeting framework with clear rules, agenda, activities and task champions

Avoid unnecessary mistakes and bulletproof
your next planning meeting.