Retreat Prep & Day-Of Materials from before & during June 2
01
Know Before You Go
Everything for June 2
What Today Is For

The "See & Be Seen" strategic plan exists. It has goals, timelines, and metrics. What it doesn't have yet — at least not fully — is you.

Today is the first time this full leadership team is in the same room together to operationalize the plan: to move it off the page and into action by getting clear on what it's actually asking of your programs, who owns what, and how you're going to walk it out together.

This isn't a review session. The morning is designed for the full group to work through a few key strategic priorities together — learning a shared framework and using it in real time. After lunch, you'll break into smaller groups to go deeper on a specific priority, building out what year one actually looks like and bringing those actions back to the room. The day closes with owners named, work groups assigned, and every person leaving with clarity on what they're doing in July, August, and September.

It's a full day — and the agenda is designed to be.

Turning a strategic plan into real action takes time and honest conversation, and the structure builds in room for both.

That said, real priorities and real people require some flexibility. If a conversation needs more time, the agenda can breathe. Grace is welcome here — for the process, for each other, and for the work itself.

The goal isn't to check every box — it's to leave with genuine alignment and a clear path forward.

Come ready to think out loud, engage across programs, and say the thing you've been meaning to say.

What You'll Take Away
  • A shared understanding of the year-one priorities across all three pillars — what they mean, who they involve, and what success looks like.
  • A common framework and language for tracking progress over the three-year plan.
  • Clear ownership — every major initiative has a single named lead and a work group behind them.
  • Your own 90-day picture — what you're focusing on from July through September.
  • A post-retreat work plan that Renita will build out into project charters after June 2.
The Day at a Glance
TimeActivity
8:30–9:00Arrival & Get Settled In
9:00–9:10Welcome + Norms
9:10–9:35Hopes & Fears
9:35–10:25The Experiment (team activity + debrief)
10:25–10:40Break
10:40–11:05How We'll Work Today — Framework Introduction
11:05–11:50Full Group: Cross-Program Customizable Toolkit
11:50–12:20Full Group: Community Connections + Underserved Communities
12:20–1:05Working Lunch: 1:Many / Personalized Education Model
1:05–2:25Breakout Sessions
2:25–2:35Break
2:35–3:20Report Back + Synthesis
3:20–4:00Owners, 90 Days + Close
Breakout Sessions

You'll be assigned to one of three groups in the afternoon. Each group takes a single strategic priority and works through what year one actually looks like — using the framework introduced in the morning.

GroupStrategic PriorityWho's In This Group
A ELEVATE · Dev Develop structured corporate sponsorship packages Stacey, Hassan, Ann, Caroline
B ELEVATE · Staff Ambassador plan for staff and volunteers Renae, Gretchen, Meghan, Suzanna, Shelby
C SERVE Develop a tactical plan to reach the Hispanic community Triste, Melissa, Julie, Kimberly, Shannon
What to Bring
  • Your laptop — we'll be working in Miro, an interactive digital whiteboard.
  • Any notes or questions you've been holding since your discovery session.
Before the Day
Get Comfortable with Miro
We'll be using an interactive whiteboard for our session. Here's a link to a play workspace with an overview video — feel free to explore and get used to the tool. You can't break anything :)
Open

02
The Strategic Plan
2026–2029
Download
Strategic Plan — PDF Handout
Printable summary of all five priorities — framework overview, Big Bets, and one page per strategy with tactics and targets. Print-ready, 7 pages.
PDF ↓
Strategic Plan Operational Planning — Deep Dive Worksheet

This worksheet is how we'll walk through what it actually takes to operationalize each strategic priority — defining what year one looks like, who owns what, and what moves first. It's yours to use as a planning resource, and it's also what each group will work through during the afternoon breakout sessions.

Operational Planning
Deep Dive Worksheet — PDF
Print-friendly version. Download to preview or print ahead of the retreat.
PDF ↓
Operational Planning
Deep Dive Worksheet — Word Doc
Editable .docx version if you prefer to work digitally.
DOCX ↓
SERVE EDUCATE ELEVATE 3 pillars · 5 priorities · 2026–2029