Annual Retreat 2017 Summary
The Annual Retreat for [DEPARTMENT] in 2017 was a successful event held in [City, State]. The retreat covered various aspects including team successes, challenges, SMART goals, budget adjustments, and succession planning. It also highlighted the team members, leadership, and discussed important objectives for the upcoming year. The event aimed at enhancing team dynamics, setting clear goals, and preparing for future leadership transitions.
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Presentation Transcript
ANNUAL RETREAT Month date-date, 2017 Location, city, state ADD CHAPTER LOGO HERE Chapter President: first last name Facilitated by: first last name
Team Members Team Members Vice President [insert name] Director, ___________ [insert name] Director, ___________[insert name] Committee Chair, ___________[insert name] Committee Chair, ___________[insert name] Committee Chair, ___________[insert name] Committee Chair, ___________[insert name] Committee Chair, ___________[insert name]
Team Successes Team Successes 1. 2. 3. 4
Team Challenges Team Challenges 1. 2. 3. 5
SMART Goals SMART Goals These goals need to bepulled directly from the draft business plan created for this retreat from this department, need to be tied back to the Metrics, and need to be Specific, Measureable, Achievable, Realistic & Time-Based. If you need to add a dditional slides for this item, please do so. Goal/Objective # Goal/Objective # Description Description Position Position Responsible Responsible Budget Budget Expense Expense Budget Budget Revenue Revenue Due Date Due Date 6
Budget Adjustments Budget Adjustments We would like to make the following request for budget adjustments: Remember: These motions can not be made at the retreat as it is not an official board meeting. It can be done at the next Official meeting of the board. 1. 2. 3. 4. 5. 7
Succession Plan Succession Plan - - Who We Are Mentoring? Who We Are Mentoring? The current pipeline of talent we have on our team is: Most likely candidates for future Board, Chair Position (from committee members) as well as identifying current committee strengths & weaknesses 1. 2. 3. 4. 8
