In One Weekend, We Planned Our Entire Year
Setting Goals at our Family Planning Retreat
This year we took a stab at planning our year, yep, the big PLANNING talk. I’m not a stranger to coming up with a good plan but the Hubs can tend to avoid it if possible. He’d rather review the plan, give me his suggestions and tell me how great of a job I did. But this year, we decided to be as “One Mind” and commit to family planning together. Yippy!! Since I know that planning can be tedious, I proposed that we make a retreat out of it. Needless to say that he jumped right on board because who wouldn’t want to retreat with their spouse for the weekend. 🙂
Here’s what we did…
1. Pre-planning for the Retreat
-Settled on a location
-Searched for a hotel with business like amenities. We chose the Residence Inn by Marriott.
-Created and agreed on an agenda
2. Retreat in Full Swing
In order to ensure an efficient, effective, energetic and fun planning session, we had to set the atmosphere just right. From supplies to snacks to stress relievers we had it covered.
A. Supplies
-Dry Erase Board and Markers
-Stationary (Paper, post-it notes, etc.)
-Pens, Markers, Pencils
-Journal or Notebook
-Magazines
-Poster Board
-Push Pins
-Stress Reliever Item (like a Nerf Gun), yeah we like excitement
B. Atmosphere – Atmosphere is huge so don’t try to be fancy. We took along items and played games that would keep us entertained and would help when the momentum dropped a little.
-Snacks on Deck (candy, cookies, soda, etc.)
-Instead of ordering in, we picked up food on our way to the hotel
-Nerf Guns locked and loaded
-Rearranged the furniture
-Music playlist set to preferences we both love
C. Then we had to set the Ground Rules
-When a dull moment exists, we had a dance or exercise break
-A time constraint was set for most of the activities in order to keep us motivated and on track
-We played a game called “Give It A Chance.” Any time someone crushes another person’s idea, the other person is invited to shoot the offender with the Nerf Gun and shout “Give It A Chance!” I love this one but can’t remember where I got it from.
D. Agenda Topics – There were a number of things we set out to accomplish involving family, personal and business goals. Typically, the agenda would have been easy for me to create but with so many objectives to tackle, we pretty much followed these discussion topics.
-Mission and Vision – Identify and define the mission and vision for our family and each business and set goals for each.
-Supplies – Cork Board, Push Pins, Magazines
-What does our future look like
-Family/Work life Balance
-Financial Obligations (i.e. budget, savings, offerings, vacations, conferences, etc.)
-Finding Perfecting Your Niche (Business)
-Vision Board (Hotel)
-Brainstorming Session
3. Ending on a Good Note with the Action Plan
-Created a Plan of Action with set dates for tasks
-Scheduled a quarterly follow up meeting to assess our progress
Overall we had a fantastic family planning retreat. It was by far one of the best things we could have done to get a jump start on the new year. We were able to really think about and express immediate and future expectations for our family. Better than that, we were able to spend some much needed time alone. Yeah, I guess we could have planned at home but the sound of nagging children was something we opted out of. This will be our new tradition, who knows, we may have just started a new trend.
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Thanks for these tips! I will def have to share this with my married friends! They’ll love this.
If only I could get my hubby to stay still that long…LOL! I love that you bother took an active roll.
Wow! That is awesome and super forward thinking! Good for you guys and thank you for sharing!
Thank You so much!!!
I love this idea. I’ve never heard of it but I totally get it. We have such busy lives I can’t believe we’ve survived without doing this.
ME TOOO! I was doing it on my own but with the Hubs involved, it was amazing!
What a great idea! A retreat goves you time to focus on your family and one another at the same time. I love “Give it A Chance.” I might go buy a Nerf gun just to do it. ?
My Husband is the one to blame for the Nerf guns! 🙂
I never would have thought to do something like this but this is a great idea! I’ll definitely try and convince my hubby that we need to do this lol
Convince him, he will surely appreciate it. And it’s a few days to enjoy one another!
Great idea! A retreat is a great way to plan out family activities or life in general. Now you have me thinking about a retreat to plan out the strategy for my brands. Love this idea!
Kirstin, now you’re talking! We are going to do another one in a few months to take a look at our progress and make changes where necessary.
This is a cool idea. I would have never thought of planning a year in a weekend…
You should give it a try. With a clean agenda and objectives, it can be done.
Amazing how much you’ve accomplished in such short period of time. In my household, this would take many conversations.
Vany, I was stunned that we got it myself!! I wasn’t sure if he would get off task!
I love this idea. I am going to follow your lead and suggest it to my husband.
Great!!! Let me know how it goes!
This post was awesome Shelly! I learnt a few new things and I loved that Nerf gun idea. You guys are so fun! Wonderful.
Thanks Wendy! We are always looking to find new ways to achieve greatness.