Board Retreat Facilitation
Board retreats that produce decisions — not just discussion.
Grey & Associates facilitates nonprofit board retreats with the structure boards need to move from talk to commitment. Pre-work intake, focused agenda, decision log, and a follow-up plan you actually use.
Schedule a retreat planning callWhat we deliver
The full retreat package
Every retreat engagement covers these five components. Scope and depth scale with the size of your board and the complexity of the decisions on the table.
Pre-work intake
Interviews with the executive director, board chair, and 2–3 board members to surface real priorities, constraints, and the decisions actually on the table.
Custom agenda
Built around the 3–5 decisions your board needs to make — not a generic strategic planning template. Every minute earns its place.
Facilitation
Full-day or half-day, in person or virtual, with named roles — timekeeper, scribe, decision-owner — so the day runs itself and the chair can participate as a board member.
Decision log
Every decision, owner, and timeline captured live and distributed within 48 hours. No “I thought we said…” later.
Who this is for
Right-fit retreats
Three patterns show up most often. If any of these describe your board, a structured retreat will move the needle.
Approving a new strategic direction
The board needs to weigh in on a 3–5 year direction or a major program decision — and the decisions need to be locked, not deferred.
Boards in transition
New chair, new executive director, or significant board turnover. The retreat resets norms, roles, and shared commitments.
Annual retreats that have lost their edge
You have done annual retreats for years and they feel performative. We rebuild the format around real decisions and clear follow-through.
Board strategic planning
A defined planning sprint — the retreat as the front-end of a 6–10 week strategic planning engagement, with follow-through built in.
Formats
Three retreat formats
Every format covers pre-work, custom agenda, facilitation, decision log, and a 30-day follow-up call with the board chair. We scope the right format on your planning call.
Half-day virtual
Focused, single-topic decisions or boards spread across regions. The lightest-touch format.
Full-day in person
The most common format. Multiple decisions on the table, with time built in for working sessions and break-outs.
Two-day in person
For boards approving a multi-year strategic direction or doing deep work on governance and operating model.
FAQ
Board retreat questions we hear
How far in advance should we book?
Six to eight weeks gives us time to do pre-work intake and design a focused agenda. We can move faster in urgent situations — call us.
Do you need our existing strategic plan?
Helpful but not required. If you have one, we read it ahead of the pre-work calls. If you do not, the retreat is often the right place to start that conversation.
Can a board retreat lead into a full strategic planning engagement?
Yes — many do. The retreat can be the front end of a 6–10 week strategic planning process. We will tell you which path makes sense before you commit.
What happens after the retreat?
You receive the decision log within 48 hours, a 30/60/90-day follow-up plan, and a check-in call with the board chair at the 30-day mark. The follow-up is built in — not an upsell.
Do you facilitate retreats outside South Florida?
Yes. We have facilitated for clients in California and other states. Travel is billed separately at cost.
Can the board chair fully participate, or do they need to facilitate?
Fully participate. That is one of the main reasons boards bring us in — the chair gets to engage as a board member, not run the meeting.
Schedule a retreat planning call
Pick a time below. We will identify the decisions on the table, the right format, and a workable timeline — before you commit.
VISIT
6721 NW 45th CourtLauderhill, FL 33319
Last updated: May 2026