Board Retreats
Board Retreats That Leave Your Board Aligned and Ready to Lead.
Facilitated retreats that help your board plan strategically, strengthen governance, and reconnect around your mission.
Board Retreats Should Create Momentum, Not Just Meeting Minutes
Too many board retreats become long days filled with reports, updates, and discussions that never lead to meaningful action.
A retreat should be different.
It should give your board the opportunity to step away from day-to-day operations, think strategically, ask difficult questions, and build consensus around the organization's future.
I facilitate retreats that are custom designed to make that possible.
What Your Board Walks Away With.
A Board That Reaches Its Own Conclusions
I don't arrive with all the answers. I ask the right questions and guide productive conversations, so your board reaches meaningful conclusions together.
Decisions Grounded in Evidence, Not Just Opinions
When appropriate, I bring organizational data, stakeholder feedback, research, and best practices into the conversation so decisions are grounded in more than opinions.
An Agenda Built Around What Your Board Actually Needs
Every retreat is built specifically for your organization. Whether you need governance training, strategic conversations, board development, planning, or problem-solving, the agenda is customized to accomplish your goals.
Every Board Member Has a Voice
The best ideas don't always come from the loudest people. I create a process that encourages participation from every board member while keeping conversations focused and productive.
Clear Priorities Your Board Can Act On
A successful retreat doesn't end when everyone goes home. Your board leaves with documented decisions, practical next steps, and greater confidence in its ability to lead the organization forward.
My Philosophy
I've served on boards, worked alongside boards, and reported to boards.
I've also been the executive director sitting at the other end of the table.
I know how challenging board dynamics can be, especially when passionate people bring different experiences, perspectives, and priorities into the room.
That's why I believe a board retreat isn't about getting everyone to agree on everything. It's about creating an environment where people can listen well, challenge ideas respectfully, and make thoughtful decisions together.
My role isn't to tell your board what to think.
My role is to help your board think better together.
Frequently Asked Questions
How long is a typical board retreat?
Most retreats are one full day, though some organizations choose a half-day retreat or a multi-session planning process depending on their goals.
Can you facilitate strategic planning during the retreat?
Absolutely. Many organizations use a board retreat to launch or advance their strategic planning process. Others focus on governance, board development, or organizational priorities. We'll design the agenda around what your organization needs most.
Do you travel?
Yes. I facilitate retreats both virtually and in person throughout the United States.
Can you help us after the retreat?
Yes. Many organizations continue working with me through strategic planning, strategic plan monitoring, executive coaching, or program evaluation to help turn retreat conversations into lasting organizational improvement.
What kinds of questions do we tackle during the retreat?
Every retreat is different, but we often explore questions like what challenges the board should be preparing for, how the board can better support the executive director, and what success looks like over the next year and beyond. We'll shape the specific questions around what your organization needs most.
What's included in a board retreat engagement?
Every retreat is customized, but most engagements include a planning meeting with board leadership, a tailored agenda, full facilitation, and a post-retreat summary with documented decisions and next steps.