Who should you include at Planning Day?
Everyone operates differently, that impacts on how many people and how much you want to share at your planning day.
We get as much of our team as possible, off-site for a full day because we like to operate as flat an organisation as possible. If you involve as many people as possible in the feedback cycle, they’ll all be working towards the same goal. For more articles we’ve written on the feedback cycle download our booklet of articles.
From soloists to large organisations there is an inner trust circle that should be included
As a leader you have a perspective of your organisation, but so does your team – they have more interaction with your clients – involving them when you get off-site to plan will enable you to have a better overall view. If your team isn’t your staff, there are still confidants in your organisation, that could help you with a different perspective that should include. Our perspective is that you need to include as many as possible when you have your planning session (within reason).
Driving change takes action from all members of your team. If others have emotional involvement with the direction being taken, there are benefits:
- You are accountable to others for the path you want to take
- You have others on board that will help you reach your aims
- You are leading not directing and that will empower others to help
We like flat platforms. They work for us, but understand they don’t work for everyone. That said, we don’t recall a quote from someone with a successful business saying they got there alone.
Want to have Kate Tribe moderate your planning session? Contact Tribe Research for a proposal.









