Otterburn Legal Consulting
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Partner retreat facilitation

Partner retreats

Each year I work with several clients undertaking partner retreat facilitation.  My support typically involves:

  • helping plan the programme and format for the retreat
  • a pre-retreat questionnaire to be completed by all participants asking them for key issues facing the firm, issues to be addressed at the retreat and their thoughts on a good outcome?  I collate their responses into a non-attributable summary
  • pre-retreat interviews with the partners and other people who will attend.  These can be individual or group interviews.  Depending on the circumstances I may meet a cross-section of other people within the firm as well
  • financial benchmarking with other firms
  • interviews with professional contacts to obtain an external perspective
  • actually facilitating the retreat
  • follow up notes and action points

I know from my own experience that a successful partner retreat can make a huge difference to a firm and to partner enthusiasm.

The support I actually provide will vary according to the client’s requirements and will include a selection of the items listed above.  The key requirement is for me to have a clear understanding of the firm and what the partners hope to achieve from the retreat.

Click here for my ideas for running a successful partner retreat. Ideas for a successful partner retreat

“Andrew has a depth of knowledge about the pressures facing the owners of solicitors practices today and a wide experience of how different firms are tackling these issues. However his real strength is the clarity he brings to the planning and decision making process which allied with his energy and enthusiasm helped generate a real sense of purpose and unity amongst our partners.”

“Andrew was retained by our practice in March 2015.  At the partners’ strategy day I found he didn’t hold back with very perceptive suggestions. This was a  very honest and refreshing approach that we found invaluable and really made us question ourselves.”

It is important to recognise that a partner retreat is part of a process to strengthen a firm’s management, the cohesion of the partner team, its forward strategy.  It is easy to overstate what people expect, but sometimes a great outcome is simply enjoying spending time together, talking openly and having fun!