Navigating Change Retreat

How can we learn to navigate change as a strong team and cascade that work throughout the organization? That’s a question we hear a lot from our clients.

The world is changing. In fact, it is shifting in three specific ways: the workplace, the workforce, and the global economy. The workplace has experienced major shifts in how we deliver goods and services and when in-person work is acceptable. The workforce has been permanently altered by remote-only work options and the recognition of low wages. The global economy has developed in a way that our work in the United States is connected to a global supply chain.

Our organizations are also changing. We are shifting in and out of working environments based on a distributed workforce. We are developing new systems and program to adapt to a new world. We are facing uncertain and sometime unstable financial situations. What can you do to navigate these turbulent waters as a team?

Loftis Partners offers the Navigating Change retreat with three goals in mind for our participants:

  1. Build connection

  2. Understanding change at different levels

  3. Co-creating a plan to move the organization forward

This 8-hour retreat, which can be broken into two days, is a great way to organize as a team and chart a way forward in these changing times. Loftis Partners uses a mixture of individual reflection, small group discussion, large group debriefs, and nature walks to create language and shared intention around organizational change. We also offer a leadership assessment using the High Five test.

Who might be a great group for this retreat?

·      Newly forming teams

·      Leadership teams preparing for a strategic planning process

·      Newer supervisors within a medium to large organization

·      Community groups working in social justice movements

·      Committees that are responsible for implementing big changes soon

If this sounds like your group, then contact us today. The session can be held in-person or virtually (we do not recommend hybrid for this session). We ask for a minimum of 4 participants and maximum of 12 participants. The typical timeline is:

·      6 weeks from retreat – 60-minute planning meeting with Loftis Partners & main contact

·      4 weeks from retreat – client confirms location & timing with Loftis Partners

·      3 weeks from retreat – Loftis Partners sends out the High Five test to participants to complete within 2 weeks

·      1 week from retreat – 30-minute planning meeting with Loftis Partners & main contact

·      1 day AFTER retreat – Loftis Partners sends follow-up email to participants with slide deck and recommended resources

·      2 weeks AFTER retreat – Loftis Partners provides a summary report and recommendations to the main contact

The cost is $3000 plus any travel costs for our consultant. What are our clients saying about this retreat?

“This training and facilitation was exactly what our team needed! I felt Sally did a wonderful job and helped frame discussions and open conversations that were meaningful and productive.”

“Interactive, enjoyable, great learning experience”

“Knowledgeable, engaging and fun”

“Open, collaborative”

“I liked that she kept things moving. Exercises were quick yet effective.”

Employee turnover is a major problem right now. How are you facing this challenge? Read 4 ways to build culture and decrease employee turnover here.

Photo by Suzanne D. Williams on Unsplash