Retreats and Strategic Planning

Do you want to gain unity, transparency, accountability, and an action plan that is actually implemented out of your annual retreat or strategic planning meeting? We can enhance your leaders’ performance by helping you become more accountable to yourselves and each other.

Whether for your partner, shareholder or management team, or for your entire firm summit, our consultants are adept at facilitating the development of intelligent plans and difference-making retreats.

Our unique Mapping Your Success™ strategic planning process enables us to gain an in-depth understanding of your organization and its leaders quickly and identifies the most important success factors to drive toward your goals.  Whatever your focus, our Mapping Your Success process will uncover the areas of weakness and upside facing your firm and identify specific strategies to achieve your objectives.

We deliver our findings and recommendations during an interactive, fun on-site meeting or retreat with your leadership team where we’ll help you make important decisions, commit to necessary change, and develop a strategic action plan for the future.

To learn more about our strategic planning and retreat facilitation services, contact Tamera Loerzel by email or (952) 226-1780.

“Our firm sought out ConvergenceCoaching to facilitate developing our mission, vision and values based on their reputation for delivering exceptional results. However, we had one specific requirement of Jen and her team: engage our quiet, reserved, introverted staff in a way that brings their creativity to life. Not only did ConvergenceCoaching rise to the occasion, they surpassed our expectations in so many ways. An all-day staff retreat was the culmination of our project, and through many interactive exercises, ConvergenceCoaching brought forth, in writing, our reason for being. We’ll definitely engage ConvergenceCoaching again on our next strategic endeavors.”
~ George Forsythe, Managing Partner – Wells, Coleman & Company, LLP

“When it came time to choosing a consultant to help us set a course for our firm’s future, there was only one firm considered: ConvergenceCoaching. There was nothing cookie cutter about their approach to working with our partners, and before our partner retreat, they really did their homework! During our retreat, we focused on leadership, succession and growth and identified new leadership behaviors for our partner group. We left the retreat reinvigorated, with an inspiring vision of the future and a roadmap to follow for our partners and our up-and-coming team members. The retreat was everything we hoped it would be and more.”
~ Keith Bookbinder, Managing Partner – Lougen, Valenti, Bookbinder & Weintraub, LLP