Retreats (or advances as some organisations now call them) offer organisations valuable 'down-time' to stand back from the business and to spend time working on it.
Simon has facilitated retreats in the UK, Australia and New Zealand for firms looking to raise their game.
Retreats are generally held off-site and over the duration of a week-end.
While each agenda is unique, retreats generally offer a blend of education, discussion and social interaction.
"...the best planning week-end we have had."
Simon can assist firms by
- clarifying the retreat's objectives;
- planning an appropriate agenda;
- conducting pre-retreat research of attendees;
- writing a pre-retreat report;
- speaking at / facilitating the retreat
What clients say
"Simon facilitated our strategic future planning workshop. Simon’s strengths include his preparedness and big picture thinking. After completing his due diligence on our firm to gain an understanding of our culture, value and client base, Simon prepared a bespoke agenda that was superbly tailored resulting in the output exceeding our expectations. Simon has a vast amount of relevant knowledge about the future of law firms. Simon is straightforward, intelligent, articulate, funny, contemporary in his thinking and has a unique skill set that seamlessly allows the participants to productively and positively future plan. Our planning workshop was a huge success. Simon’s role was pivotal and his generous contributions were much valued by all."
Tim McCoy, Practice Manager, Rice + Co Lawyers, Auckland
"Simon was the keynote speaker and facilitator at our Partners' Conference. He was well researched, well prepared, and his delivery was excellent. He put a huge amount into the Conference, and we took a huge amount away from it. Simon opened minds as well as eyes. We will certainly be continuing our relationship with him."
Rob Penrose, Managing Partner, Andrew M. Jackson, Hull, England
"Our firm recently partnered with Simon to guide us through the firm's strategic planning week-end. His approach was personable and inspiring and his is very easy to communicate with. His preparation of gathering valuable information from the partnership and our business prior to the week-end ensured everyone was well prepared for a busy and rewarding few days. We were not disappointed; this was probably the best planning week-end we have had. His style and common-sense thinking approach to the partnership and our business has provided fresh thinking and enthusiasm to us all to make some necessary changes."
Patti Wolfsbauer, Practice Manager, RMY Legal, New Plymouth
"We engaged Simon to help us kick-off the next evolution of our practice. His approach was consultative and inspiring to the whole firm. Most particularly though was the thoughtful and insightful program he put together for us - it hit all the right notes even though it pushed us out of our comfort zone. I don't hesitate to recommend Simon, and I look forward to working with him again in the future."
Rachael Denniss, Practice Manager, Burke and Mead, Newcastle, NSW, Australia
"Many thanks Simon for all your terrific work. It has all been simply excellent and will be a big help toward our better future! We are so very appreciative."
David Sharrock, Managing Partner, Sharrock Pitman, Glen Waverley, VIC, Australia
"Simon helped us to confront difficult issues through our review process and his support in that area has proved invaluable. With his guidance, I feel very optimistic that we are in the process of putting plans in place that will make a real difference to the way in which this firm operates and the results it will achieve."
Patrick Costelloe, Managing Partner, Malley & Co, Christchurch, New Zealand
"Simon has been an absolute treasure in assisting us in our Retreat. His comments and incisive direction on
some important issues have left everyone in our firm feeling that this has been our best retreat. Many thanks."
Barry Berger, Partner, Berger Kordos, Melbourne, Australia
"Simon struck a chord with me, my partners and the firm. He was able to point out some old habits which were holding us back and delicately inspire us to change them."
Jim Dunn, Managing Partner, Farrar Gesini & Dunn, Family Lawyers, Canberra, Australia