Strategic Management Retreat Proposal

STRATEGIC MANAGEMENT RETREAT

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Proposal Prepared by Foluso Aribisala

2 – 3 DAYS

Ignite And Optimize Your Business!

© Copyright 2010, PSL Consulting, All Rights Reserved | Your Reliable Partner For Business Success & Growth

INTRODUCTION PSL Consulting is pleased to submit our proposal for a 2-3 day Strategic Management Retreat for your organization.

Our experience reveals that real sustainable growth comes from a combination of reflection, learning from others and committing to doing new things. We believe the best way to achieve this is to retreat. That is, to step away from the day-to-day work activities for a few hours, a day or even several days, depending on the type and degree of change that's needed.

In collaboration with your in-house management team, we will define specific objectives for the strategic retreat, gather and analyze relevant information, design the retreat meeting plan, prepare retreat materials (slides, posters, handouts, workbooks, etc), facilitate the retreat sessions and follow-up with a participant assessment of the retreat’s effectiveness. At our retreats, successful leaders share lessons learned or we facilitate discussions that result in new ideas that can be applied immediately.

This activity based strategic retreat is designed to provide a completely different experience, unlike anything the participants have been exposed to at other retreats. It provides the participants with a unique opportunity for in-depth analysis and dialogue with peers and colleagues on key strategic issues relevant to your organization and its industry.

After reviewing this proposal, we look forward to your decision to entrust us with your annual retreat after agreeing final fees and delivery details.

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This is a confidential document that we trust will not be shown to third parties or used for any other purpose without our prior written consent. © Copyright 2010, PSL Consulting, All Rights Reserved | Your Reliable Partner For Business Success & Growth

BACKGROUND Strategic retreats are generally thought of as an effective way to channel the focused energy of your workforce in an uninterrupted format to achieve large-scale results. They provide effective off-site planning, business review, team bonding, problem-solving and decision-making sessions away from daily work distractions. If well planned and conducted in a relaxed and innovative thinking environment, retreats can create passion, innovative processes and improved performance by garnering the excitement of the participants and focusing them on the future possibilities thereby generating a sense of commitment and corporate renewal. A well-run strategic retreat can also re-focus an organization and break down the walls (silos) that have grown between divergent interest groups, within the management or sometimes between management and Staff.

Our strategic retreats are designed to provide a unique mix of facilitation; consulting and executive action-learning sessions. Making time and money spent on them not only good business practice, but also a profitable investment.

STRATEGIC MANAGEMENT RETREAT DELIVERABLES We recognize that no two organizations are the same; that is why each of our retreats is uniquely designed to deliver the specific outcomes desired by the client, whilst being based on a consistent, sound and proven approach. Our unique strategic management retreat process would ensure that participants:

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Understand and agree on the vision, goals and direction of the organization Learn, brainstorm, work and collaborate together Improve team performance through facilitation, communication and collaboration sessions. Develop an action plan that addresses existing challenges Deliver an action plan to leverage the new opportunities Remote or onsite follow-up support sessions (Optional)

© Copyright 2010, PSL Consulting, All Rights Reserved | Your Reliable Partner For Business Success & Growth

TYPICAL STRATEGIC MANAGEMENT RETREAT DURATION Our typical strategic retreat sessions span about 2-3 days, and can be followed up by breakout consulting and/or coaching sessions (optional).

TYPICAL RETREAT OUTLINE To optimize participant’s concentration and engagement during the retreat we recommend that the retreat be held at an offsite location. Although this isn’t necessary, it does help shut out distractions. During the retreat, participants will be taken through a process to assess goals, strategies and measures for your organization. Then alternative strategies are explored, with participants broken into group to debate and select the most suitable options for your industry, goals, structure and resources. Most importantly, each participant is required to commit to specific individual actions to improve corporate performance. These individual and corporate actions are compiled to create an actionable plan which provides a clear road map for the future. The review process goes as follows: Start with a review of the mission, vision, and values. Make sure that these statements are current and still relevant to your organization.

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Assess the long-term business assumptions and conduct a traditional SWOT (strengths, weaknesses, opportunities, and threats) analysis. This step provides a current understanding of the marketplace and the true capabilities of your organization.

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Identify the long-term strategic objectives. Quite often these stay the same for several years, with just a few modifications. Your strategic objectives are the big mileposts on the way to your vision.

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© Copyright 2010, PSL Consulting, All Rights Reserved | Your Reliable Partner For Business Success & Growth

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Set short-term goals and action items if possible. Normally the team does not spend time in the details; instead, assign a goal to a team member who can then flesh out how it will get accomplished.

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Review adequacy of existing corporate strategies to achieve both long term and short term strategic objectives. This strategic review should incorporate the result of the SWOT analysis carried out earlier on.

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At the end of the retreat, we collect all of the work completed during the sessions and compile it into a final document. This provides a formal record of the retreat and ensures that all employees are aware of what they’re responsible for achieving. If the developed actionable plan is meticulously followed through by your organization, the retreat will yield a return on investment that is probably unsurpassable by any other programme.

Our approach for securing the needed buy-in is to encourage and provide channels for your employees to express their views and opinion. Employees often know what to do to achieve corporate objectives but require the opportunity to discuss, reflect and make suggestions. This approach evokes a spirit of comradeship – organization wide team spirit - and a positive attitude from your workforce, because of the visible action that is seen to be taken to understand and accommodate their views and opinions.

The retreat format will also require that participants break into work groups to deliberate on various topics and report back on their findings. Each group will be required to appoint a scribe (with legible handwriting) and a time keeper. Another scribe with a laptop computer will also be assigned to each group. Ah the conclusion of each module the group scribe is required to transfer the information into the planning document template.

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General and group discussions will be conducted in a boardroom format, in which everyone can participate. Over time, this approach has proven effective at facilitating learning and change in adults.

© Copyright 2010, PSL Consulting, All Rights Reserved | Your Reliable Partner For Business Success & Growth

EXPERIENCE THE PSL DIFFERENCE! If you compare our strategic retreats to others, you would notice the following differences:Engagement – Participants find our retreats engaging. Our unique retreat format enables the participants create and drive the flow and content of the sessions, ensuring that the key strategic issues discussed with peers and colleagues are covered in full. This approach also encourages participants to interact directly and promotes the sharing of ideas, expertise and experience. Participant’s continuous attention and interest is further re-enforced by encouraging lively hands-on participation, providing mental challenges and varied delivery formats all leading to a stream of insights on key strategic issues. Adaptation – Our programme is designed to appeal to large, medium and small organizations who desire to improve their strategic effectiveness using simple, time tested user friendly methods. We ensure that we match the depth and content of the retreat material to the current level and need of the organization while proceeding at pace that is moderately challenging. Experiences – We draw out the personal experiences of participants to keep their emotional engagement high. Participants will find the personal experiences of others fascinating and insightful. Exercises – While we keep knowledge, skills and attitude in close balance, we focus more on experiential skill development through carefully chosen hands-on real world exercises. Simplicity – No matter how complex the issue, we deliver it with a simple structure that is easy to understand and absorb. Multimedia – We include films and animated slides to keep interest high.

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Tools – We include effective tools that can be used back in the office. Many of these tools are in the form of laminated desk references making them easy to use day to day.

© Copyright 2010, PSL Consulting, All Rights Reserved | Your Reliable Partner For Business Success & Growth

PREVIOUS STRATEGIC MANAGEMENT RETREAT CLIENTS                  

Afribank Strategic Planning Department Black Pelican And Ilbagno Group Ecowas Integration Department Ecowas Bank (Lome) Premium Health Limited Financial Nigeria Limited Premier Specialist Medical Center RT Briscoe Amazon Energy Engineering Limited Lunchbox Limited Federal Ministry of Works And Housing Ecowas Community Computer Center (Lome) Hadey Limited SERVICOM Work Force Management Centre Global Training Consulting Institute (GTC) PHCN Ikeja And Benin Distribution Zones Joint Christian Cemetery Company Limited

FACULTY This retreat will have one primary facilitator with extensive strategic planning, retreat facilitation and coaching experience who will be supported by one or two assistants who will provide roaming individual support to participants during the retreat.

PRICING

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Our fees cover content development, delivery and training materials. Our rates are set at industry competitive levels which enable us to provide the first class service which you are entitled to expect from us on this training.

© Copyright 2010, PSL Consulting, All Rights Reserved | Your Reliable Partner For Business Success & Growth

PRICING FACT SHEET

DETAILS: 2 DAY RETREAT

TOTAL

ADVANCE

BALANCE

Accommodation, venue, To be provided by Snacks & Feeding your organization Duration 2 days Facilitators 1 Assistants 1 or 2 Retreat Material Fee N2,500 per Participant Material Development, Teaching Aids, Videos & Facilitation Fees

100% N600,000

N420,000 (70%)

Report Development Fee (Optional)

DETAILS: 3 DAY RETREAT

N180,000 (30%) N300,000

TOTAL

ADVANCE

BALANCE

Accommodation, venue, To be provided by Snacks & Feeding your organization Duration 3 days Facilitators 1 Assistants 1 or 2 Retreat Material Fee N2,500 per Participant Material Development, Teaching Aids, Videos & Facilitation Fees

N800,000

N560,000 (70%)

N240,000 (30%) N300,000

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Report Development Fee (Optional)

100%

© Copyright 2010, PSL Consulting, All Rights Reserved | Your Reliable Partner For Business Success & Growth

Retreat material fee covers all writing materials, handouts/workbooks, folders, post it notes, blu-tack and flip-chart paper. This fee is charged on a participant basis and must be paid in-full in advance of the retreat.

Your organization will be responsible for providing a suitable training environment, refreshment and feeding for participants and facilitators

Kindly note that the amount stated above is exclusive of VAT

CONCLUSION Clearly, this strategic retreat provides one of the best opportunities for your organization to scrutinize your strategic plan and its execution. It also provides the perfect avenue to assess the prior year's activities/results and plan activities for the coming year.

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It is our hope that this proposal meets your expectations and that arrangement for further discussions or commencement of the retreat is communicated to us soonest.

© Copyright 2010, PSL Consulting, All Rights Reserved | Your Reliable Partner For Business Success & Growth