OMara Breakthrough Program 2008 -
1.5 day LEADERSHIP, Team, Strategic Planning Retreat
A BREAKTHROUGH PROGRAM To unleash Team Peak Performance in 2008!

sample Agenda:
DAY 1: Leadership, Team, and Vision-Planning Day.
Dress: Prof. Business Casual. Recommend loose relaxed clothes and flat shoes for the team exercises.
7:45 AM – 5:30 PM (Arrival time: 7:45 AM)
[7:45] Breakfast Reception
[8:15] Introduction – Overview, Players, Agenda, Vision for Event and Team for the future
Bill Statement - GM Statement
[8:45] Leadership & Communication Module
Definition and Quick Review of Leadership -Team Fundamentals - Self Mastery, Empowerment, Systems
The importance of Effective Communication with a model. SBIA/coaching. Agreement.
The Wellness Model… Energy & Impeccability
[9:15] Assessment Results (MBTI or other) / Team Dynamic
The importance of self and other awareness – EI
What is MBTI, the scales? Your Score and what it means. Strengths and Challenges
Exercise. TEAM Room breakdown and Relating to Opposites. Strengths and Challenges
[10:30] BREAK
[10:45] MBTI. Q&A
[11:00] Team Building Module.
Experiential Team Learning Initiative 1 - Traffic Jam
Experiential Team Learning Initiative 2 - Acid River
[12:30] LUNCH
[1:30] Debrief TBs – what have to do with Leadership and focus?
[2:15] Visioning
Define our Vision/Mission for 2008, write the ‘Where are we going’ message!
GM shares last years vision and ideas for this years. Bill solicits all ECs SWOT information.
Visioning Process.
All Members start sharing their prework ‘where are we going Mission’ message. Paint a vivid compelling picture of what we truly want to create! (Includes: Overall target end state, stakeholders, how, who serve, values, why important?)
[3.40] BREAK
[3.55] INTEGRATION. All Members finish creating their ‘where are we going Mission’, Share, and together
with Bill Create One for entire TEAM. Includes: target, stakeholders, how, who serve, values, why
important? When complete, we integrate the best of each and edit to make it 2008 vision.
[5:30] Wrap up, Q&A
[6:15] Close/Dismiss
[6:45] Dinner / Evening Activity
DAY 2: Business Strategy Day - How do we succeed? What must we focus on to win?
Dress: Business Casual.
7:45 AM – 2:00 PM (Arrival time: 7:45 AM)
[7:45] Breakfast
[8:15] Introduction – Overview, Players, Agenda, Vision for Team over the months ahead
Introductory Comments -
Morning Ice Breaker & Review TEAM Mission Statement (from yesterday)
[8:35] BeComing the Best - Action Planning Set Up
TPOV Topic: Being the best – a story telling module:
“Who am I, what has gotten me here, and what personal and organizational LEADERSHIP success habits are necessary for
me to our achieve mission and more in 2007” Each EC member delivers a 5 minute presentation.
[10:30] BREAK
[10:45] The Strategic ACTION PLAN - A FACILITATED WORK GROUP DISCUSSION.
Based on our Mission and lessons from Speakers,
What is our Action Plan (AP) / Behavioral Standards to assure success?
Bill/GM reviews Mission document to date. Each member then each define personal, yet integrated, Strategic Action Plan. Answering the questions:
(a) What must my functional area Execute to achieve the Overall Mission?
(b) Team identifies top 10 behavioral Standards list that everyone must champion to assure becoming the best, hitting the home run. The Organizational Musts…
The Plan is finalized and documented on SP form, edited and distributed…
Read final SP document… Congruence Test
[12:45] LUNCH
[1:30] Wrap Up, Feedback, Close/Dismiss …. Go get ‘em in 2007!!!!
[3:00] End