Executive Retreat Draft Agenda

Executive Retreat:
Coming Together to Discover, Collaborate, and Learn

Draft Agenda | October 14-16, 2018

Day 1: Setting the Stage

Registration: 12:00 p.m. – 2:30 p.m.

Welcome & Opening Comments: 2:30 p.m. – 4:15 p.m.

An introduction of the faculty and framework for the retreat.

The Board Chair-CEO Partnership: 4:15 p.m. – 5:00 p.m.

A discussion centered on the unique nature of the chief executive/board chair relationship drawing from the facilitators’ experiences as both executives and board chairs.

Pre-Dinner Reception: 5:00 p.m. – 6:00 p.m.

Dinner Discussion: 6:00 p.m. – 8:00 p.m.


Day 2: The People and The Work

Breakfast Discussions: 8:00 a.m. – 8:45 a.m.

Morning: Making the Case for an Engaged Board

The first of a three-part discussion taking place today that begins with the question, “What is the ideal chief executive–board relationship?”

Lunch Conversation with Featured Speaker (TBA): 12:15 p.m. – 1:30 p.m.

Break: 1:30 p.m. – 1:45 p.m.

Moving Forward with Big Ideas: How the Board and the CEO Forge New Territory Together: Afternoon

  • Continuation of morning conversation
  • Break
  • Case study work focused on how to communicate with the board around large issues

Relaxation and Reflection: 5:15 p.m. – 6:30 p.m.

Working Groups & Dinner: 6:30 p.m. – 8:30 p.m.


Day 3: Culture and Renewal

Networking Breakfast and Panel Discussion: Operating in an Environment of No Surprises: 8:00 a.m. – 8:45 a.m.

Engaging the Board Outside the Boardroom: 9:30 a.m. – 11:00 a.m.

A focused session on how to effectively engage the board in critical external leadership roles as fundraisers and advocates for your organization’s mission.

Break: 11:00 a.m. – 11:15 a.m.

What Will You Take Away from the Executive Retreat? 11:15 a.m. – 12:30 p.m.

How have our three days together informed the challenges you’re facing at home? Let’s collaborate and do some crowdsourcing of any board issues you wish to share.

Lunch and Closing Plenary: Go Forth and Make a Difference: 12:30 p.m. – 1:45 p.m.

A final reflection on what it means to invest in a strong partnership with a board, and why it matters in terms of your organization’s success.


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* Draft agenda is subject to change.