Academic journal article Journal of Accountancy

Organizing a Business Retreat

Academic journal article Journal of Accountancy

Organizing a Business Retreat

Article excerpt

Whether you're a CPA with an accounting firm or working in industry, it makes sense to gather the key people in your organization for a two- or three-day retreat--far from the hustle and bustle of daily business. Retreats are an excellent tool for clarifying or reaffirming your organization's strategy and for stimulating and nurturing teamwork.

But retreats need careful planning. Following is a checklist of some of the steps that should be taken beforehand to ensure the retreat will be successful.

* Select a leader. While it's possible for a member of your organization to conduct the retreat, it's often better to bring in an outsider--particularly someone with experience in retreat leadership and business skills. An outsider often can see things (both conflicts and opportunities) that someone with a long history inside the organization will miss. Such a person will be less influenced by the hierarchical management structure and, thus, able to provide more opportunities for employees at different levels to voice their views.

* Establish the retreat's objectives. Although what you hope to achieve depends largely on your business, here are some of the issues you may want to address in the process of setting your objectives:

* What business are we really in? …

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