Strategic Planning Retreats

From Vision to Reality

Refining your organization’s vision and mission can have significant impacts on employee and stakeholder engagement, increasing your company’s bottom line.

I’ve helped dozens of projects and organizations create their Strategic Plan, including:

  • Vision and Mission Statements

  • Strategic Focus Areas

  • Common Goals

  • Core Values

  • Guiding Principles

Having an aligned organization, all pointing to the same vision of success, is the key to employee and stakeholder engagement. A highly engaged workforce leads to hard core business results:

  • 41% less absenteeism

  • 70% fewer safety incidents

  • 59% less turnover

  • 10% higher customer metrics

  • 17% higher productivity

Clients at the Upper Occoquan Service Authority (UOSA), a recycled water utility in Northern Virginia, shown here during a Core Values exercise. This was part of a 2-day Strategic Planning Retreat in November 2024.

Results of the Retreat:

  • Updated Vision Statement

  • Refined Mission Statement

  • 6 Strategic Focus Areas (Goals)

  • 5 Core Values & Guiding Principles

TESTIMONIALS:

“The Board voted unanimously to approve the new Vision, Mission, Goals statement developed at our Strategic Planning Retreat. A huge improvement over previous version: clearer, more inspiring and certainly more memorable. I attribute much of that success to Sally’s skill. First with creating mutual trust and familiarity through use of StrengthFinders then gentle nudging to step away from the compound sentences and multiple bullets of the previous vision. You really advanced AlexRenew in its planning for the future.” ~John Hill, Board Chairman, AlexRenew Enterprises, Alexandria, Virginia

Following the UOSA Retreat in November 2024, various Board Members commented:

  • “The most valuable part for me was the collaboration with fellow Board Members, the Executive Director, and the UOSA management team. Everyone was fully engaged in the strategic process, which illustrated strong buy-in and commitment for a better UOSA.” ~Calvin Farr, Board Member

  • “Excellent event, we are on the right path.” ~Brian Steglitz, Executive Director

  • “Sally was effective. She kept us on task during the full day’s agenda.” ~Richard Meyer

  • 9 out of 9 Board Members rated the Board Retreat as “very good” or “excellent.”