Ideas for a Dynamic Fall Planning Conference

I'm loathe to admit it, but we're heading in to the fourth quarter of the year.  Now is the time to look back on what your goals were at the beginning of the year and how far you've come towards meeting those goals.  It is also a prime time to start planning for the future and setting yourself and your team up for success in the future.  A good way to do this is to get your team together and hold a fall planning conference.

Getting away from the office and setting the strategy as a team is a powerful tool in helping your business get to the next level.  Planning two half-day sessions with a dinner in between can build your team's relationships and help everyone to get on board with where you want to go.  A sample agenda could be:

• 12:00 PM     Lunch
• 1:00 PM       Recap of the Year
• Struggles
• Successes
• 3:00 PM       Team Building Exercise
• 5:00 PM       Dinner
• Team Recognition/Awards
• 8:00 AM      Breakfast
• 9:00 AM      Goals for Coming Year
• 10:00 AM    Action Plans & Assignments
• 12:00 PM    Close

A fall planning conference away from the office gets your team away from distractions, rewards them for their hard work over the past year, and gets their creative juices flowing.  Some ideas for a location are a local hotel, a restaurant with private rooms, or even someone's house.  The most important thing is to eliminate the interruptions so your team can really be productive.

Including a team building exercise adds some fun and laughs to your meeting.  If you're not familiar with facilitating these exercises, businessballs.com has some great free ideas.  Other ideas, if you're not comfortable with these activities, you could also:

• Assign a top-selling leadership book to be read ahead of time and have everyone discuss their take-aways
• Hire an outside speaker to motivate or train your team
• Any activity that will build report among your people

A dinner where you recognize the accomplishments of your team from the past year is a fun way to recognize the work they've put in for your business.  Try to keep track throughout the year of good work and bring it up during the dinner.  It's even fun to have individual awards such as top sales person, best attitude, etc.  Certificates are easy to format and print from most word processing programs, or you can have small trophies or plaques made at a local vendor.  You'll be surprised at how proud your team members will be to display these items on their desks after the meeting.

The most critical portion of the meeting is the goal setting and action planning phase.  As the leader, you should spend time before this meeting seriously thinking about where you want to be in the next year and how you'll get there.  Present your ideas first, but then ask for your team's feedback.  They might have even loftier goals than you've thought of.  Let them take responsibility for the different action plans that you develop.  Once they have ownership, it's much easier to hold them accountable throughout the year.  Take good notes during this section and compile them to be handed out to the team later.

This whole idea may seem a little overwhelming if you've never done it before.  It takes planning, scheduling, and time to gather materials.  The idea of all that extra work could put you off of the idea entirely.  But you don't have to do it alone.  You can hire Administrative Business Consulting to make all the arrangements and deliver the materials.  They can also research vendors and activities for the meeting.  You would simply give guidance on budget, preferred location, and activities and Administrative Business Consulting can do all the rest.  Compiling the notes and sending out the follow ups can be assigned to Administrative Business Consulting as well.

Once you implement this as a regular feature of your year, you'll find that your team looks forward to it.  A fall planning conference can become the highlight of your year and can get you off to a great start come January.