February Exec Team Retreat Session Suggestions by

[Example] We should do a field visit.

kristine144 — 2024-12-10 20:49:45 UTC

[example] We should try to go to a village that we don't typically visit, even if it takes more time to travel there. I could see us visiting a village with either a very strong VE or a VE who may be struggling (i.e., either end of the spectrum).

It would take at least 8 hours.

ADD YOUR SUGGESTION

kristine144 — 2024-12-10 20:57:12 UTC

INCLUDE A TIME ESTIMATE

INSTRUCTIONS

kristine144 — 2024-12-10 20:57:24 UTC

Please click on the "+" in the bottom right-hand corner to add your ideas for how to spend time during the February retreat.
Please include as many details as you can for how to facilitate/execute your topic (but it's fine if you have an idea without knowing how to implement it).
Be sure to include a time estimate, so we can craft an agenda.
Feel free to upvote or downvote other suggestions and add comments accordingly, but we will prompt you to complete this step in the coming days.
Please add your name to a suggestion or comment as you see fit.

Field visit

2024-12-16 14:10:46 UTC

I always think field visits are helpful to get a sense of what is actually happening, and to ground any work we are doing, and am happy to spend some time doing these.

Estimated time: 8-10 hrs

Sales deep dive

2024-12-16 14:12:00 UTC

Understand what's happening in the field, especially related to sales. Understand state of enrollment and payments, any changes/responses we've done and how they are progressing, and also what we can do within the organization to support the rest of the season.

Time estimate: 2-4 hrs

Next 4-6 month calendar and planning

2024-12-16 14:13:19 UTC

Review and update OKRs, and also have a clear plan to finish the season strong, have a great delivery, and ensure we start next season early.

Time estimate: 1-2 hrs

Review and assess key deliverables

2024-12-16 14:14:32 UTC

Review document left by Anushka before her leave, create a scorecard, and figure out what else want to push on.

Time estimate: 1 hr

In-person operating reviews

2024-12-16 14:15:39 UTC

Do some in-person operating review around key areas: fundraising, finance, HR, tech, innovations, ...

Time estimate: 2-4 hrs

Review / check-in: Jan-June 2025 ORKs.

2024-12-16 16:57:22 UTC

Updated on the status of the OKRs. What remains? Focus on Sales, as we are currently behind. Review the calendar for the coming 4-5 months.

Time: 2-4 hours

Scorecard feedback

2024-12-16 17:01:52 UTC

Alex and I could present our feedback from this cycle of scorecards. What we learned from the feedback and goal setting review, where there are needs, what we are planning to do with it, and recommendations.

Time estimate: 1 hour is probably enough for a presentation

Connect / fun time

2024-12-16 17:03:47 UTC

Options:

a few team building activities
dinner together
happy hour

Time: 2- 4 hours

Strategy outlook

2025-01-07 16:58:49 UTC

In a few months, we will need to start reflecting on 2026 and beyond.

Allocate some time to look at our current model, our innovation roadmap and path for growth.

Review external dynamics, companies across the region with similar activities, potential partners, reflect on our strenghts and weakness and on potential strategic directions.