How to Hold a Retreat at your NGO


Not a retreat!  Stop groaning.  We all go on retreats as part of jobs and extracurricular activities and have since youth.  (High-school Orchestra and Band retreats, anyone?) There are many reasons for this: team-bonding leads to stronger ties within a group, helping people to work together. Although I had attended a number of strategic planning retreats through various jobs prior to my work in India, I had never organized and led one myself.  Putting one together and seeing what an impact it had on my co-workers was one of the most fulfilling memories of my Sandbox Fellowship.

I had assessed that my NGO needed a retreat for a number of reasons and started planning. Getting the staff together to think about our organization’s future and plan goals and milestones for the upcoming three years enabled everyone on the staff to not only understand exactly what the organization was doing, but also to feel as though they were part of a real team.  Finally, dividing specific milestones for the year amongst the staff made each person accountable to everyone else.

I tried to recruit an appropriate retreat facilitator since as a member of my office I did not want to be vulnerable to accusations of bias. However, since the actual dates of the retreat were not confirmed until shortly beforehand, I was unsuccessful and had to lead the retreat myself.

On both days I started off with Ice-Breaker activities that I had either done myself at retreats in the past or had found on the Internet – I wanted people to feel loose enough to contribute to the dialogue.  Traditional hierarchies in India often prevent people in lower positions from expressing their ideas and opinions to people in superior positions.  Two good Ice-Breaker activities:

1)      Show-and-Tell, Retreat-style. Call upon each person to select something from their purse or pocket that is important to them, and tell the group.  This is fun because people will choose all sorts of random things, but they do so for a reason.  You learn a lot about your colleagues, and this isn’t an activity that requires anyone to be clever or say something that may get them in trouble.
2)      Top Three. Write the following on a big sheet of paper or board: “In Order for (insert org name here) to be truly successful, we must be especially good at a)____, b)____ and c)_____.  Give the group about 5 minutes and let everyone compose their Top 3 items.  After the time is up, call on everyone to give their Top 3 and write them on the board/paper.  (If your group is big, have each person select one or two of their three.)  Then, as a group, pick the Organization’s Top Three and keep it posted throughout the duration of the Retreat.

As facilitator, I made sure that everyone present voiced their opinion by calling on the people who were shy to volunteer their ideas, and otherwise preventing one person from dominating the conversations too much.  Given that my organization’s staff was extremely small – only three people plus I – anonymity was impossible, and even the newest addition to the team soon felt comfortable expressing her opinion. To bring a topic to a close, I would try to adequately summarize the conservation. We would establish consensus on the summary, and then make any decisions that were required through a majority vote.
The difficult moments were those when I would facilitate a conversation about a topic about which I had a very strong opinion, and I had to struggle to remain neutral.  I managed those conversations by sharing some of my past experiences relevant to the topic at hand and inviting the others to reflect and discuss.  Sometimes, being a leader is knowing when to step back and let the others come to their own conclusion: It wasn’t my opinion that mattered, but rather the process through which the staff came to own the organization’s work.  And that ownership is KEY to staff motivation.

Even if your retreat isn’t about strategic planning, it doesn’t hurt to spend some time going over the Mission and Vision of the organization – updating them, potentially.  People at all levels of an organization NEED to have a clear understanding of their organization’s goals and work, otherwise no one can be invested in the office and its big picture ideas.

Another key to running a successful retreat is organization.  Assign a timekeeper and make sure they enforce the limits.  If your retreat is about strategic planning, set goals for 3 years ahead, and then move to the more micro-level one-year goals.  Set milestones to help keep the group motivated throughout the year.  And devise a plan for following up on the goals set – a big issue with retreats everywhere is that they inspire people but then depress them when all the ideas and plans that emerge from the retreat fail to become part of office policy.  Don’t let all that hard work become empty words.

Tags: Lesley Pories, Water Literacy Foundation

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