Sedona, AZ


Sherpa’s Leadership Development retreats are designed to facilitate growth of current and emerging leaders. The content of each retreat will be customized for each client’s specific needs related to management duties and leadership competencies. Our “template” retreat spans five days as follows:
Day 1Laying the Foundation: Building High Performance Teams
Day 2Team Climate and Team Relationships
Day 3The Influential Leader and Leader as Coach
Day 4Leader as Change Agent
Day 5Building for the Future: Putting the Learning into Practice
The retreat involves pre-work, to include a Personal Profile Assessment, a 360-Degree Feedback Assessment, a comprehensive report of assessment results, and a one-on-one coaching session to interpret assessment results, identify priority areas for development and set clear expectations for the retreat.

Sherpa’s strategic planning services include:
Session Facilitation. We provide a process or format to ensure a productive meeting. Our experienced, professional facilitators are skilled at not only providing the necessary meeting facilitation tools, but also at helping the group uncover and address critical issues, including those that may have become “undiscussables” and are inhibiting team or organizational success.
Business Assessment. Our process begins with data gathering via a ‘100-Item Business Assessment’ (designed to be taken by the business owner, CEO, and/or senior management team). The assessment provides a high level overview of the organization’s performance in a dozen critical areas, including: Profitability, Sales and Marketing, Leadership and Direction, and Customer Focus. Depending on the specific situation, our client’s find a great deal of value in additional pre-meeting data gathering, such as interviews with key staff and surveys.
This data allows the group to ask critical questions and ensure the strategic direction established is based on a holistic organizational view.
Change. Oftentimes, strategic planning involves change. Analyzing strategies to drive greater profitability or market share. Increasing collaboration between internal business units. Assessing leadership competencies and aligning strengths with organization direction. This is where the rubber meets the road, so to speak. Once the plans are laid and objectives are set, it is critical to engage in the right daily behaviors. Sherpa offers a variety of post-session support plans including executive coaching, leadership development, and business coaching.

Has your team ever participated in a “teambuilding” experience? Some event that brings the group together to build camaraderie and spend time getting to know each other better? We believe there to be value in spending time together, sharing a fun, meaningful experience. Now, add to that fun, meaningful experience the following opportunities:
* Identify the stages teams progress through.
Understand what it takes to become a high performance team AND the value of becoming one
* Learn the elements for creating a trusting, open, and supportive team environment
* Learn how to give and receive helpful, timely feedback
* Identify communication style patterns, reduce misunderstandings and misinterpretations
* Learn to surface sensitive issues that are hindering team performance
* Identify five conflict handling strategies and learn to use each appropriately
* Explore and clarify responsibilities and accountability
* And much more
Each of our teambuilding retreats is as unique as the individual team members we are working with. Sure, the “theory” is the same, but our retreats are approximately 10-20% theory and 80-90% action. Our learning tools are action learning experiences, designed to model your work environment. The experiences provide plenty of opportunities for observing and reflecting on team performance and team dynamics, looking for patterns that emerged and exploring the relevance of these patterns to the workplace. These “retrospectives” are followed by opportunities to strategize for the next experience and practice performance improvement through new ideas, new roles, new behaviors. The key to enhancing your team’s performance is the time we’ll spend discussing how to transfer retreat learnings to the “real world” of your work environment. And did we mention, our action learning experiences are FUN and unlike any you may have previously experienced: practice team problem-solving and making critical decisions as you face various obstacles on your way up Mt. Kilimanjaro. Practice situational leadership and inter-team collaboration as you work with the locals to clean up a section of their river in a Peruvian village. Practice planning, resource management, and resolving disagreements (hopefully!) as your team follows coordinates to a remote checkpoint in Death Valley. Just to name a few.
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