Strategic Planning Retreats
Next Strategic Planning is scheduled for June 27th, 2025
11:00am – 6:00pm EST / 10:00am – 5:00pm CT / 9:00am – 4:00pm MST / 8:00am – 3:00pm PST
Toolkit
Make sure your tracker is up to date before the Strategic Planning Retreat!
Retreat Day Materials
Below you’ll find the downloadable + Workbook and Vision Decks.
Annual Retreat Workbook April 2025
The workbook will be used on the day of the retreat. There are sections to fill out in advance. Please review the prep section of this page below.
Vision Deck Q3 View w/ Practice Areas
The Vision Deck (quarter view) is for you to capture what the most important elements of your planning for the upcoming quarter.
Vision Deck Q3 View w/o Practice Areas
The Vision Deck (quarter view) is for you to capture what the most important elements of your planning for the upcoming quarter.
Vision Deck Annual Q3 View w/ Practice Areas
The Vision Deck (annual view) is for you to capture what the most important elements of your planning for the year.
Vision Deck Annual Q3 View w/o Practice Areas
The Vision Deck (annual view) is for you to capture what the most important elements of your planning for the year.
Strategic Planning Prep
Schedule space before the Strategic Planning Retreat to get some things together so that you are ready when the day comes. The first video is an overview for Strategic Planning, the next video(s) will go into more depth on each topic.
Previous Retreat Recordings
Get access recordings of previous Strategic Planning Retreats.