Yes – once the retreat is over and the strategy map has been finalized, we can help you create a company Balanced Scorecard.
We recommend that you cascade the strategy through the company’s department reporting and individual performance management.
Our standard retreat is for 2 days with 18 or less people.
Fees vary depending on a number of factors such as:
- profit vs. non-profit status
- size of company / staff, revenue
- preparation required
- options exercised*
- lead time
- location of retreat
- online/virtual vs. hybrid vs. face-to-face
- Followup activities
- other complexities
*Our typical proposal offers a number of options which cause our interventions to vary.
We recommend as much staff engagement as time and budgets will allow.
Before the retreat we recommend online surveys, focus groups and interviews, inclusive of board members.
After the retreat we recommend reporting to stakeholders in different ways to close the loop and bring everyone on board.
Ultimately, we recommend the use of the Balanced Scorecard and the use of department reporting and integrated individual performance management systems.
Apart from the difference in technology, we take special steps to narrow the gap between the two experiences.
We facilitate both events in ways that include attendees, while recommending methods for distractions to be eliminated. We jointly establish ground rules ahead of time that make a difference.
We have conducted four virtual conferences with thousands of participants, so we have deep experience engaging virtual audiences.
Our observation has been that both virtual and face-to-face methods can be effective with the right design.
If having an outside facilitator is not in the cards at this time, you can join the ranks of most companies who don’t rely on outside assistance.
However, you’d like to be skillful in your approach and avoid as many errors as possible.
To that end we offer the JumpLeap Newsletter. It includes 8 mini-books which make up the foundation of a future, single publication. For a low price, you can educate yourself with some of the knowledge you’ll need.
Plus, your subscription also includes podcast guests who appear on the show to solve some of the most challenging questions in practical strategic planning.
The newsletter, audios and video are available in full to paid subscribers.
Contact us for a long list of past clients. However, some have willingly gone on the record and written letters of recommendation.