Expanding Your Customer Base

Tips For Planning Your Firm's Marketing Retreat

5 October 2017

Jorge Medina

If you've been thinking about booking a retreat to help your law firm develop some new marketing methods and approaches, the idea of planning it may seem daunting. This is especially true if it's the first time you've done this. The good news is that there are some tips and tricks that will help you plan a successful retreat and get the benefits that you want from it. Here are a couple of things that you should keep in mind as you start the planning process.

Develop Goals First

Before you can efficiently plan the retreat, you need to know what you're hoping to get out of it. Take time to consider your goals and what you want everyone to walk away from the meeting understanding. This could be as simple as how to market services without seeming forced or even how to think outside the box in marketing methods. Your ultimate goals for the retreat will help to set the tone for future decisions.

Bring Your Stakeholders In

If you want to show everyone involved what the cost benefit is for the retreat, invite your stakeholders to sit through the final group presentations. You won't want to waste their time with inviting them to the introductory stages or the brainstorming sessions, but letting them see what your staff can produce will help them see why their money was well spent on the retreat itself.

Create Balanced Teams

Before you go to the retreat, divide your staff up into teams. Each team will work on their own approach to the final project that you present. However, it's important that your teams are balanced. Consider the personality types, skill sets, and experience of each staff member and create mixed teams so that people of different personalities and experiences learn to work together.

Present Problems That Require The Skills You're Teaching

Once you know what the end goal is for your retreat and you know what kinds of skills you want your staff to build during the experience, you can create a series of problems or role play scenarios to help them solve those issues. This gives them the chance to put what you're teaching into practice in an environment that you can evaluate and assess. Then, each group can present the solutions or methods that they developed during the final day of the retreat. Take notes as you watch so that you can address the strong and weak points as you go.

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