Guided Meetings

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Board Retreat Action Planning Template

This planning tool was developed for an annual board retreat. The goal of the retreat was to concretize the strategic plan developed the previous spring. The visual incorporates the mission statement of the organization with the meeting goal of developing strategic directions for a 12-month period. The visual is designed to incorporate the action plans developed by each subcommittee of the board during the board retreat. In addition, benchmarks for the full board are to be marked along the pathway to their ultimate vision for the organization.

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