Milestones Strategy Retreat

Features / Topics

Strategic goal setting for bottom line results.

The Milestones Strategy Retreat™ is a strategic planning process for developing a longterm vision and mission, supported by short-term goals. It is designed to move the organization towards its new destination by focused discussion and decisions about the future from the leadership team.

This program is intended for smaller organizations or larger establishments where the leadership team wishes to review or create an initial strategy quickly.

The Milestones Strategy Retreat™ is a structured process that starts with the essential ingredients for success: values, mission, and vision, but adds the elements of strategic objectives, execution, and follow up to drive success.

The team determines these elements by completing an assessment of the organization and its environment. The group will then decide on central values of the organization, a vision of the firm, and an overall strategy supported by long-term performance targets.


During the Milestones Strategy Retreat™, the team will achieve:

  • a review of their current and future market opportunities
  • success plans to map out the achievement of every priority goal
  • a communication and review strategy

Putting this plan into action, the team will communicate the strategy to key stakeholders of the organization, and select someone to lead the leaders to success. Strategy review meetings will be scheduled for the upcoming year to celebrate successes and correct missteps.


The Milestones Strategy Retreat™ is designed as a retreat for clients to develop a strategy and a plan to execute that strategy in as little as 2 days.

This program provides the foundation for entire organizations, or departments/divisions within larger organizations to know exactly where they can contribute the best. This is accomplished in approximately 16 hours of in-class work with a certified Milestones™ Facilitator using activities, worksheets, and readings.