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The day’s focus will be on team cohesion, aligning on long term vision and review the state of the business
Team Health Celebrations and “One Thing” Exercise Review the Vision Reinforcing alignment on long term direction Score Card Review Reviewing current performance and areas for improvement 3 Year Picture Shared vision of what success looks like in three years
Team Dinner at (INSERT) - 6pm Reservation
ADDRESS RESY INFO
Today will be dedicated to setting clear, actionable goals for 2025, identifying quarterly Rocks, solving key issues, and committing to executing the plan.
1-Year Plan Define clear and measurable goals for 2025 Design and Prioritize Quarterly Rocks Deconstruct 1 year goals to 90 day priorities Identify, Discuss, Solve Key Issues Address the most pressing obstacles to success Process Review Ensure operational consistency, efficiency and consider scalability Wrap up and Commitment Let’s do it!
Focus: Team cohesion, aligning on long-term vision, reviewing past performance, and ensuring alignment on company goals.
| Time | Agenda Item |
|---|---|
| 9:00 - 9:15 am | Welcoming and Opening Remarks |
| 9:15 - 9:30 am | Celebrate! One Personal + One Professional Win |
| 9:30 - 10:00 am | “One Thing” Exercise |
| 10:00 - 10:30 am | Review the Vision |
| 10:30 - 10:45 am | Break & Tech Time Out |
| 11:00 am - 12:00 pm | Scorecard Review and Discussion |
| 12:00 - 1:00 pm | Working Lunch: 3 year picture |
| 1:00 - 2:30 pm | 3 year picture continued |
| 2:30 - 2:45 pm | Break & Tech Time Out |
| 2:45 - 4:00pm | Identify, Discuss and Prioritize |
| 4:00-5pm | Day 1 Wrap Up, Day 2 Expectation Setting |
Share a personal and business-related win with the team! 💡 Tip: Fill this out before we meet and add pictures or links!
This team building exercise is meant build trust and increase team health; each person will receive two pieces of feedback (one positive, one constructive) from every other team member. At the end of the exercise, each person will verbally commit to one thing to elevate their game.
Brainstorming Write feedback notes for each person on two topics: Their greatest trait or contribution to the team. One thing they can start or stop doing for the good of the theam.
Permission to Share Integral to building trust, each person will be asked if the team has the permission to share feedback open and honestly.
Commitment At session end, each person will close with "In the coming year, I commit to start/stop ....”
At the end of the session, each person will commit to One Thing, logged below:
Leader 1 -
Leader 2 -
Leader 3 -