Your Path to Nonprofit Leadership

242: How to Design a Personal Planning Retreat (Patton McDowell)

242: How to Design a Personal Planning Retreat (Patton McDowell)


SUMMARY

In this solo episode #242, Patton McDowell discusses the process of designing a structured personal strategy retreat. The episode highlights why it's critical for nonprofit leaders to invest time in their own strategic planning, a practice often overlooked. He shares valuable strategies and insights on planning and executing a personal retreat for meaningful professional and personal development.

12 STEPS TO DESIGN YOUR RETREAT

  1. Determine Date & Location 
  2. Getting into the Right Mindset
  3. Equipment & Supplies
  4. Pre-Retreat Reading
  5. The Trip Itself - Creating Separation
  6. Vision Framework (6 Questions)
  7. 12 Skills Self-Assessment
  8. Calendar & Journal Review
  9. Calendar Preview
  10. Translating Vision into Goals
  11. Annual Metrics
  12. 90-Day Action-Plan for the Next 90-Days


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