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Managers Retreat Facilitation:
Pre-Retreat Questionnaire and Needs Assessment
Facilitator: Neil Fiore, PhD
PRE-RETREAT NEEDS ASSESSMENT POSSIBLE RETREAT GOALS
OBJECTIVE: Achieve our team goals more effectively by identifying and confronting the obstacles to working together with less stress and greater harmony.
Listed below are ten possible retreat goals. Please indicate how important and true they are for you.
HOW TRUE ARE THE FOLLOWING FOR YOU:
Not at All |
A Little |
SomeWhat |
Quite a Bit |
Completely |
|
| A useful goal for this retreat is to: | |||||
| 1. better understand my fellow team mates | 1 |
2 |
3 |
4 |
5 |
| 2. feel better understood by my fellow administrative team members | 1 |
2 |
3 |
4 |
5 |
| 3. feel more comfortable approaching other members of the administrative team | 1 |
2 |
3 |
4 |
5 |
| 4. acknowledge that we can do very well as a team | 1 |
2 |
3 |
4 |
5 |
| 5. have a greater appreciation for different communication and work styles | 1 |
2 |
3 |
4 |
5 |
| 6. develop specific and measurable goals | 1 |
2 |
3 |
4 |
5 |
| 7. feel confident that I will be treated with respect by otherteam members | 1 |
2 |
3 |
4 |
5 |
| 8. know that my concerns are heard | 1 |
2 |
3 |
4 |
5 |
| 9. feel optimistic that our team can work together and achieve our goals | 1 |
2 |
3 |
4 |
5 |
ADDITIONAL TEAM GOALS:
|
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PERSONAL GOALS:
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Sample Agenda
| AM Schedule | |
| 8:30AM - 9:00AM | Continental Breakfast |
| 9:00AM - 12:00PM | Session I: Different Styles, Different Communication Needs |
| 9:00 - 9:30 | A. Defining Today's Goals |
| 9:30 - 10:00 | B. Identifying Your Style |
| 10:00 - 10:30 | C. Acknowledging Strengths & Risks of each style |
| 10:30 - 11:00 | D. Effective Communications to fit the style of other team members |
| 11:00 - 11:30 | E. Constructive Confrontation - clearing communications rapidly |
| 11:30 - 12:00 | F. Agreements, Commitments, Follow-Through Procedures |
| PM Schedule | |
| 12:00PM - 1:00PM | Lunch |
| 1:00PM - 4:00PM | Session II: Goals - Measurable & Specific |
| 1:00 - 2:00 | A. Defining where we are and where we want to go |
| 2:00 - 2:30 | B. Defining criteria/ procedures for measuring our progress |
| 2:30 - 3:00 | C. Agreements, Commitments, Follow-Through Procedures |
| 3:00 - 3:30 | D. When will you start? Personal Objectives. |
| 3:30 - 4:00 | E. Closing comments |
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Effective techniques were identified by your presentation in a clear, informative, and stimulating manner. Your ability to facilitate a large group with many diverse styles was very evident. Each member appreciated that they had an opportunity to participate at whatever level they chose. The team was in agreement that the day was worthwhile and you were pivotal in making that happen.
- Bernadette M. Smith, COO, Seton Medical Center