Partner Retreats and Planning

Date: 15th February 2019 - Access Recording

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In today’s fast changing business environment, it is almost impossible to be successful without a plan. During this webinar Gordon will address the best way to organise a successful partner retreat.
  1. Who should attend
  2. Where to host the event
  3. When do we organise the retreat
  4. How long should it last
  5. What should be on the agenda and how much notice do we ideally give for people to consider their input
  6. Action planning and review meetings

He will include
  1. How we appraise our partners performance
  2. Address their personal goals
  3. Succession plans
  4. Team issues
  5. Reviewing service lines, old and new
  6. Determining the ideal client
  7. Technology strategy
  8. Agreeing the forecasts and budgets
  9. Write a business plan incorporating the above items
  10. Other items including the review process


2020 Member

Included with 2020 Membership


£75 + VAT