We’re pleased to announce that Britney Schaub, our dedicated Office Manager and Certified QuickBooks ProAdvisor, has recently earned her QuickBooks Desktop Enterprise ProAdvisor Certification, QuickBooks Online ProAdvisor Certification, and Fathom Advisor Certification!

Britney’s achievements highlight her dedication to professional growth and outstanding service to our customers. They also strengthen our entire team’s capabilities here at New Business Directions.

It is no small feat to attain these certifications, let alone in such a short time. We are so proud of you, Britney!

Regards,
Rhonda Rosand, CPA
CEO, New Business Directions

Did you know? While New Business Directions works primarily with QuickBooks Desktop, we maintain ProAdvisor certifications in QuickBooks Online as well so that we can effectively navigate both platforms—all in the name of better serving our customers.

As a business coach and advisor, I’ve witnessed firsthand the transformative effects of company-sponsored team retreats. While retreats may conjure images of luxurious vacations, they are far more than just an opportunity for relaxation on the company dime. When strategically planned, a winter retreat to a warm weather climate–or a summer retreat to a more temperate environment–can be a powerful tool for fostering team cohesion, enhancing communication, and strengthening relationships among co-workers. 

Let’s explore a few best practices for creating an impactful retreat, including a well-balanced itinerary, programming that aligns with your goals, and how to craft a retreat that ultimately benefits your organization and employees.

Striking the right balance: How to create a company retreat itinerary that prioritizes both work and play.

One of the most common misconceptions about team retreats is that they are solely about leisure and relaxation. While downtime and recreational activities do play a crucial role in fostering camaraderie, a successful retreat should also include structured work sessions aimed at achieving specific goals and objectives.

To craft a productive and meaningful agenda for your retreat, start by building out a timeline of the trip, accounting for structured planning sessions, meals, team-building activities, team leisure, one-on-one time, and independent time. 

Once you have the framework for your retreat, it’s time to start planning your structured projects.

How to develop an agenda that aligns your team retreat with your company’s goals.

Integrating structured projects into the retreat agenda ensures that the time spent away from the office sets you up for success when you return. Depending on the objectives of the retreat and your team’s needs, these projects can range from brainstorming sessions to professional development, skill-building workshops, and strategic planning exercises.

For example, teams may collaborate on developing innovative solutions to current challenges, refining company values and goals, or enhancing communication and teamwork skills through interactive workshops. Retreats can also be a good time to address more serious topics, like disaster management and business continuity. By aligning the work with the retreat’s overarching goals, employees can benefit from a sense of purpose and accomplishment, and the company can benefit from a clear path forward and an engaged, satisfied team.

Meet with your team a few weeks before the trip to discuss the proposed itinerary, their perceptions of the company’s and team’s needs, and the results you’d like to achieve during the retreat.

A retreat is an investment in the health of your organization.

A company-sponsored employee retreat is not just a vacation. It is an investment in your team’s well-being and professional development. It is an opportunity to step away from the day-to-day grind, gain fresh perspectives, and strengthen bonds with colleagues in a relaxed and inspiring setting.

However, striking the right balance between work and play is essential. While recreational activities are important for promoting relaxation and socialization, they should complement, not overshadow, the work component of the retreat. By carefully curating the agenda to include a mix of structured projects and leisure activities, you can create a retreat experience that is as impactful as it is enjoyable.

A company retreat to an enjoyable climate offers a unique opportunity for team-building and relationship-building among co-workers. By combining structured work sessions with recreational activities, companies can foster a sense of camaraderie, boost morale, and enhance productivity. So, embrace the sun and consider investing in a company-sponsored retreat for your team!

Remember, it’s not just about the destination—it’s about the journey and the connections forged along the way.