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How to Avoid Retreat Planning Mistakes
Episode 36
259 seconds

How to Avoid Retreat Planning Mistakes

Annual offsites can be transformative—but only if they’re designed with balance in mind.

With Brian Elliott

workforward.com

July 8, 2025

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Annual offsites can be transformative—but only if they’re designed with balance in mind. In this episode, Brian Elliott of Work Forward shares insights from his work with senior executives on why gatherings matter, what makes them impactful, and how to avoid common pitfalls. Brian explains why quarterly retreats can lift engagement by nearly 30% and why the benefits last months beyond the event itself. He also challenges the overstuffed agenda approach—often nicknamed “death by PowerPoint”—and advocates for blending strategy discussions with social connection and unstructured time. His guidance offers a roadmap for leaders who want retreats to inspire action rather than exhaustion.

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