EOS® for Visionaries & Integrators: Tips for Planning a Great Annual

As we approach year end, it’s a good time to think about your 2-day annual planning. Here are a couple of tips based on feedback from my EOS partners:

  1. Get out of town: I consistently hear great feedback from teams when they do an overnight, even if it is just from Holland to Grand Rapids or Grand Rapids to Holland – they like being away and relaxing together.
  2. Plan some fun: Do something together that is just relaxing and creates some stories. One team went to Chicago and saw two plays – the first on night 1 and another after they finished day 2. Whether it is a comedy club, feather racing at a local pub, fishing/skiing, or just a nice dinner together, do something fun. This planning can also be delegated because every team has a person with the unique ability of planning fun.

It will be on the agenda for our quarterly, and I encourage you to sell it to your team and get them excited about it. I am here to serve, so let me know how I can help.

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I started the trU Group to help organizations and leaders in transition realize growth and excellence. My expertise lies in creating strategy, developing leaders, and then building and equipping both leaders and leadership teams to effectively manage growth. I partner with small- and medium-sized businesses that desire healthy growth and are challenged with having the time for development. I believe that in transitions there are tremendous opportunities for growth, and tremendous risks for both individuals and organizations; I help organizations and leaders seize those opportunities while avoiding some of the risks becoming reality. I bring a balance of academic knowledge, experience of working with hundreds of leaders, and the personal experience of leading through key business transition situations, with a passion for people-centered leadership.

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