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2012 Board Retreat - Highlights from a Snowy Saturday

Tuesday, January 24, 2012   (0 Comments)
Posted by: Jesus Diaz
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The 2012 ATD NY Board met in Lower Manhattan this past Saturday to do some team building and strategize. When we get a team together for off-sites, we often have the tendency to create an overly ambitious agenda that can be long on tactics and short on strategy. With this in mind, we decided to focus on just two major topics: Membership and Succession Planning. To alleviate the need for one of us to manage the meeting, we brought in David Gilman, a past ATD Chapter Westchester County President and current President at Gilman Performance Systems, to facilitate the session.

David got us on our feet and working together immediately with a high-energy ice breaker ‰ÛÒ I won't spoil it for those who've yet to experience it but suffice it to say it included a tennis ball, a timer and the group in a circle trying to beat the clock. Interesting inter-personal dynamics come out when there's a race against time so there was no shortage of material to process.

Deb Correnti, our VP of Membership led the Membership Work Session and our group of 12 was divided into 3 groups. The groups rotated around the room, providing their input to three flipcharts looking for ideas on:
1. New Member Strategies
2. Retention Strategies and
3. Outreach at Meetings/SIGs Strategies
The best ideas were then starred and those were put through a "T" matrix to identify those that had the highest ROI and were easiest to implement. We came up with quite a robust list which Deb will take lead on acting upon.

Over lunch, VP of Social Media put a card from the "Table Topics" deck in front of each person and we went around the table answering questions like "what one special talent would you like to have?" and "would you rather live in a tree house or a house boat?" It was informative‰Û_enlightening‰Û_hilarious!

Our afternoon session dealt with Succession Planning. This time we worked with a document drafted by chapter VP of Operations Brenda Vallieu and I. The group was divided into three groups, each taking one of three sections of the document to edit:
1. Preparing for the Succession Planning Process
2. Identifying and Preparing Future Leadership
3. Aligning with Nominating and Election Process
Each group did a read back and the discussion was very robust leading to some excellent recommendations. The revisions have been incorporated and Brenda and I will work with the board to carry out a Succession Plan that will build a deep bench of future leaders for our chapter.

We also had a Parking Lot flip chart to capture follow-up items; Kim Howie, our Chapter Secretary, will include these in our minutes and assign owners and timeframes.

We wrapped up the day with a group photo and as the final picture was snapped, David our facilitator looked at his watch and said it was 4:00 on the dot ‰ÛÒ we ended exactly on time as you would fully expect from a room full of L&D folks. With a talented board like this acting on the powerful ideas generated Saturday, you can look forward to a phenomenal 2012 as a member or future member of ATD NY.

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