Strategy is Our Specialty
Experience a transformative Team-Focused Executive Retreat designed to unite, inspire, and rejuvenate your leadership team. Today’s fast-paced business environment requires taking a step back to invest in your team and company’s synergy so you can begin to work on the business with a fresh perspective and new energy.
Known for our award-winning retreats that skyrocket companies to the top of their industries, our “secret sauce” includes a unique blend of strategic planning, the most advanced team building strategies, and relaxation in the most luxurious settings in San Diego.
Executive leadership teams today face complex issues ranging from crisis management to implementing change and adopting new technologies, and choosing the right retreat facilitator can make all the difference. The highest performing executive teams choose experienced facilitators who can encourage open communication, strongly facilitate through tough conversations, deepen connections, keep the team on topic, and find alignment with strategic outcomes.
That is our purpose, to help your team build a winning strategy that propels you to the top of your industry.
Create a clear vision and strategy for your company or team that propels you to the top of your industry.
Book NowRETREATs LED
LEADERS IMPACTED
Industries served
Impact on Your Team
Our team-focused executive retreats are more than just a getaway. They are a catalyst for positive change within your organization. Expect to return to the office, or the virtual office, with:
RENEWED FOCUS
Our retreats are a break from routine that fosters clarity and renewed focus on your organization’s purpose, vision, and goals.
ENHANCED COLLABORATION
We use the most advanced, proven strategies to strengthen collaboration and promote a culture of mutual support.
INSPIRED LEADERSHIP
Receive exposure to expert insights and executive coaching that will inspire leadership excellence to achieve your future vision.
LASTING BONDS
Your Executive Team will experience shared experiences in a relaxed setting to create lasting bonds among team members.
Retreat Methodology
Combat the most difficult challenges through our Executive Team Retreat Methodology.
CHALLENGE #1:
Lack of Alignment Across Departments & Teams
Our Goal: Get all team members to get realistically present to the current situation and have frank, unbridled and productive conversations to transform the future.
CHALLENGE #2:
Lack of a United Future Vision
Our Goal: Co-create a future that each team member individually commits to, that is so clear they can all share the vision on a moment’s notice.
CHALLENGE #3:
Achieving Objectives Lacks Execution
Our Goal: Get all team members to get realistically present to the current situation and have frank, unbridled and productive conversations to transform the future.
CHALLENGE #4:
Communication Silos Hindering Efficiency
Our Goal: Provide tools to develop skills for the team to effectively coordinate action and limit silos to achieve desired results.
CHALLENGE #5:
Strengthening Workplace Culture
Our Goal: Re-focus, or redefine the organization’s purpose, mission and values as needed.
How it Works
1
ASSESSMENT
Complimentary Coaching Call
With our complimentary coaching call, we assess your leadership team depending on its specific needs and discuss specific needs and desired objectives.
Anonymous Leadership Team Survey
All retreat participants are invited to complete a short anonymous survey to establish psychological safety, identify relevant issues and open up ideas needed for strategy.
This gives specific information on what the team wants, needs, and would like to accomplish during the retreat.
2
STRATEGY AGENDA DESIGN
Based on specific needs that surface through the assessment phase, we partner with you to customize the retreat agenda through our unique strategic process. This process outlines the most critical issues that need to be addressed first in order to create a great strategy.
Why do we exist?
> Does the organization have a clear purpose that is relevant to the current state of time?
> Is there a clear, mutually understood vision that all leaders agree to?
> Is the mission of the company clear?
Where are we now?
> Are we clear on our current Strengths, Weaknesses, Opportunities and Threats in relation to current and future business perspectives?
> What are our current performance metrics and data?
Where do we want to go?
> Key Issues
> Outcomes and Objectives
> New Vision
How will we know we’ve arrived?
> Performance Targets and Key Performance Indicators (KPIs)
> Objectives and Key Results (OKRs)
> Standards Of Satisfaction: Metrics, and Strategic Objectives
How are we getting there?
> What are the obstacles to overcome
> Key Owners & Accountability
3
FACILITATION
The day of your retreat, our expert facilitators lead the team through the agenda, and enroll everyone into accomplishing the retreat goals. Depending on the needs of the team, retreats can range from 1-4 days.
During the facilitation, we will focus on deepening connection, and focus on what matters most as we help strengthen the bond with your team and create action and accountability plans.
4
FOLLOW UP
After your retreat, you receive a detailed strategy for winning including the vision, objectives, commitments, and tasks with deadlines and accountable people. We then discuss future steps to enhance added accountability and future planning.
San Diego Team Retreat Locations
Escape the ordinary and immerse your team in an atmosphere of luxury. Our carefully selected retreat locations provide the perfect backdrop for focused discussions, relaxation, and bonding.
Whether nestled in nature or perched in a vibrant city, each venue is chosen to enhance your team’s experience.
Here are a few common locations that we lead San Diego Team retreats at:
> La Jolla, CA
> Del Mar, CA
> Rancho Bernardo, CA
> Coronado, CA
> Solana Beach, CA
> Carmel Valley, CA
> Carlsbad, CA
> Rancho Santa Fe, CA
> Encinitas, CA
Client Testimonials
Don’t take our word for it – here’s what our clients say:
I really wanted to sincerely thank you for what I consider to be a great event last week. I’ve done a lot of team retreats over the years with different consultants, and I can say this was the best one I’ve ever participated in.
You did a really good job of managing the group and managing the event. I got a lot out of it in terms of interpersonal stuff. I got a lot out of it in terms of work objectives to take home and get going on. I know it took a lot of energy and a lot of work on your part.
Ray Pittman, President
Landmark Properties Group, Inc.
This is the best team retreat we have had in quite some time. I appreciate that you listened and developed the format in such a way that we incorporated learning, teamwork building and results. You were very effective in selecting best practice stories as well as our joint exercise. You re-directed our focus as needed and did a great job at pulling response from Kurt as needed.
It was a substantive commitment of time and energy for all of us, but was well worth it and will have lasting positive impact in the future.
Kim Buttemer, Chief Operating Officer
CDC Small Business Finance
Mitch did an outstanding job for us during our team retreat of effectively cutting to the core of some complicated and delicate issues to get everyone on the same page. After just a few days, Mitch was able to get us united, focused and energized. We could not have been more happy with the outcome.
Travis King, CEO
Brixton Capital
Book Your Retreat Today
Ready to take your team’s performance to new heights? Book a Team-Focused Executive Retreat with us and embark on a journey of growth, collaboration, and success. Invest in your team’s future — because exceptional leadership begins with a united and inspired team.
Book Now and unlock the full potential of your leadership team.
Message Us
FAQ
Why should our team use a facilitator for retreats?
Facilitators specialize in leading retreats, give the team enhanced levels of psychological safety, and create an equal playing field among the leadership team.
When you should not use a facilitator:
- You feel 100% confident leading the strategic planning process
- You don't mind facilitating, and you feel you can participate at the same time
- Your team will speak candidly regardless of who facilitates
- Your organization is already fully and explicitly aligned with your vision, mission, values and goals.
- You don't want an external perspective on your organization
- Your goals are to stay exactly where you're at. Status Quo is the way to go.
- You're not interested in creating a strategic plan with your group, and you'd prefer doing it alone.
- Your organization is too small, and we don't need a full two-day process.
What's the difference between the Simon Leadership Alliance and other strategic planning facilitators?
Our clients consistently emphasize the unique strengths of Simon Leadership Alliance, highlighting the effectiveness of our team alignment process and our adept facilitation methodology that fosters open and transparent conversations.
Some typical testimonials include:
"This process has propelled us further than ever before."
"Having been part of numerous strategic planning sessions, this is, without a doubt, the most engaging and effective one."
"Your guidance has played a key role in attaining the level of alignment we currently enjoy."
While other facilitators may provide lower costs, it's crucial to recognize that they often lack our specialization in strategic planning and the structured approach that defines our methodology. At Simon Leadership Alliance, we bring distinct value to the forefront, ensuring unparalleled results in team alignment and strategic planning.
How much time does it take?
For most organizations, we can have a complete strategic planning process completed within 3 months.
A sample timeline
- Prework- 4 weeks
- Strategic planning in person takes 2-5 days + post work as needed.
- Plan competition and roll out: 3 weeks.
This does not include the time needed to begin the implementation.
Who should we include?
Typically strategic planning for Simon Leadership Alliance engages the leadership team and/or the board of directors. You may want to include specific staff, SME’s or additional stakeholders included within parts of the process. We help you decide who would be included in the agenda planning part of the process.
Do you provide a discount for non-profits?
We provide a 10% discount for non-profit organizations.
