Invite the right mix and right amount of people. Who really needs to attend this retreat? Will anyone feel out of place or not be welcome in certain discussions? Think carefully about who you invite, and make sure your company and that person will really benefit.
Set a focused agenda. Let your executives know what you want to accomplish during your retreat. If they think they’re coming for fun and relaxation, and you have business issues to discuss, you’ll have trouble on your hands, so make sure you’re clear up front.
Prepare ahead of time. Gather the right materials and information before you head out. And think about whether you’ll need to meet with anyone beforehand, either an attendee or someone else in the company who has useful information for your retreat.
Seek input. Talk to the executives you’ve invited, and ask them if they have any issues to discuss at the retreat. Let them have a say in what you do, and you’ll experience a better success.
Take good notes during the retreat. Don’t just say you want to do “something sometime.” Instead, identify action items, set dates for completion, and assign a specific person to handle and follow up on the action item.
Consider hiring a facilitator to handle the nitpicky details, so you’re free to discuss the business at hand—without worrying about ordering lunch, arranging the meeting room, or lining up entertainment or events for the afternoon.