03.30.20163 min read

Why Offsite Planning Must be Offsite

About 13 years ago, my two partners and I were running our custom software company called Infusionsoft. Like all five-person businesses, we had our fair share of fires, challenges, deadlines, and stress. We had decided that we were going to do our planning session offsite, away from the business on a Friday and Saturday.

When the day came to leave the business on Friday and entrust our employees to hold down the fort, I felt like we couldn’t possibly leave.  My partners convinced me to leave and we all committed to shut off our phones and email so we could be fully present to the planning process. I remember stressing about different customer issues, cash concerns and other matters. But we stayed focused, for the most part, and did our planning work. We came away from that two-day annual planning with clarity for the future and confidence that we were on the right path.

Fast forward to yesterday. My team and I are leading a $100 million-plus business, dealing with our fair share of fires, challenges, deadlines, and stress. But we are committed to our planning process, and after one day, I am reminded of this powerful tool that all entrepreneurs need, but most overlook. The offsite planning exercise is critically important, especially if you’ve got at least a handful of employees.  (BTW, it’s still very important if you have a couple of employees or even if you’re a stage one solopreneur.)

In one day, we did important team building work (thank you, Patrick Lencioni and your books, “The 5 Dysfunctions of a Team” and “The Advantage”), we dug deep into a couple of key current issues for the business and we broke bread together, building our friendships and deepening our trust. We came away from the first day with more clarity and an excitement to get together today for day two of our offsite planning.

So, why is it such a big deal to get “offsite?” Because it’s only by changing the scenery and getting away from the distractions that you can immerse yourself in the issues, be present with your team, and look at issues through a different lens. When you take this approach, you come together to solve tricky problems and you build the trust you’ll need to work through problems together as a team.

SBS Idea of the Day: If you’re not already doing it, commit to an offsite at least once per quarter and avail yourself of this powerful, creative, problem-solving tool that will help you overcome obstacles and achieve success in your business.

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