Business Owner Best Practice: 5 Tips for a Productive Semi-Annual Company Retreat

Shanele Stoll
By Shanele Stoll

Sales & Marketing Manager

5 Tips for a Productive Semi-Annual Company Retreat.

  1. Define clear objectives: Set specific goals for the retreat to guide planning and ensure alignment with company values. As followers of the EOS system, this step helps us stay focused and on track.
  2. Choose a suitable location: Select a venue that encourages open communication and has the technology requirements your team needs. Consider accessibility, amenities, and a change of scenery for a refreshing experience.
  3. Involve employees: Engage employees through surveys to ensure all perspectives are considered in the retreat agenda. We use Ninety to run our quarterly meetings, fostering collaboration and accountability.
  4. Foster connections and collaboration: Create opportunities for employees to connect and collaborate. Encourage teamwork and relationship building.
  5. Debrief: Document retreat action items and insights, communicate with the team, and set S.M.A.R.T goals.

We help busy entrepreneurs carve out time to focus on what matters most while also providing specific tax-saving opportunities. Sign up for monthly tips and best practices from the Simplify365 team to maximize your productivity and save on taxes. Click here to join our mailing list!

Discover Our Latest Insights

Explore our collection of informative and engaging articles.

Political Commentary, Tax Issues

Greater Clarity, Better Planning

Greater Clarity, Better Planning How The Latest Tax Code Updates Support Your Life & Legacy For years, tax uncertainty shaped…

Business Owner

How We’re Supporting Business Owners Beyond Financial Planning

Every business owner’s journey is unique filled with early wins, unexpected challenges, and the pressure to keep moving forward. At…

Blog, Political Commentary, Press Release

The “Big, Beautiful Bill” Just Passed – What Smart Families and Business Owners Should Do Now

By Bronson Feuer, Tax & Planning Strategist at Vance Wealth The most sweeping tax legislation since the Tax Cuts and…