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Use your Next Leadership Retreat to Launch a Transformation: Learn the Process

Jackie Sloan workshop generic pic

September 24, 2018

12 noon to 4:30


Click here to register!

Need to launch a new way of being together with those you work with? Is it vital that your team, organization, or merging groups become more aligned, enthusiastic and creative together, in order to achieve something important to you?

Learn a powerful 6-question coaching model for using the focal point of a leadership retreat — or series of meetings — to create a process that launches a transformation in mindset and behavior – and may result in unpredictable outcomes. Great for leaders of new initiatives, newly merged groups or organizations, leaders in new roles, and leaders who need those in their team or organization to collaborate at a higher level of purpose and creativity to achieve more ambitious outcomes.

Whether you are taking on a new role, team, or initiative, or, you want to initiate a reset, raising the level of energy, results or sense of mission within your organization, a leadership retreat can be a pivotal investment in your success. How you engage with participants can make all the difference. How you speak about, plan, prepare for and conduct this particular meeting can be a transformative process. “Retreat” may stimulate thoughts of exotic locales, lengthy slide presentations and seemingly frivolous exercises. However, a retreat can be a transformative tool for setting a new tone and direction, impacting how people communicate and think about their roles and how they work together. It can expand what’s possible for your organization and how it operates.

In essence, a Transformational Leadership Retreat process is a coaching intervention for a group or organization.

In this seminar, you will learn and work with a powerful planning model, based on 6 key coaching questions. The questions, and the seminar discussions and exercises guide you in utilizing a retreat event as a focal point for a process designed to create sustainable behavior change, a shift in mindset and actions. The process involves leadership getting in touch with the urgency for change, clarifying outcome measures, and, based on that determining what information, preparation, agenda, content, communication, learning, and new practices and structures are needed to create and maintain the changes.

In this highly interactive session, you will:

  • Learn and work with a powerful model designed to create behavior change, based on 6 key questions that will change the way you think about retreat planning.
  • Hear how other leaders benefitted from this process to shift the way team members think about their roles, the team, and how it operates, and infuse new energy, enthusiasm, creativity, commitment into how they work and what’s possible together
  • Learn how the way you think about, plan, speak about, conduct the retreat, and the routines, practices, structures of support established and honored afterward can lead to unpredictable outcomes
  • Apply what you are learning as you begin the process of creating a future retreat
  • Identify structures to put in place, and structures within the organization that may be impediments to change
  • Understand your role as facilitator or leader of this process

This session is highly recommended for leaders:

  • In new roles
  • Of newly formed teams
  • Who wish to set a new direction
  • Of merged organizations
  • Who need people to operate at a higher magnitude of creativity, collaboration, efficiency, or customer focus
  • Who need to transform a situation, a culture

“Engaging Jackie and Anil to assist in the process to transform the way we think about our work together in the Office of Advancement was a key step in our continuous improvement journey. During our staff retreat, they helped us to identify organizational and cultural barriers to success. They helped also to build a new vocabulary that supports shared accountability for improvement.”

Regina D. Biddings-Muro, Vice Chancellor, Advancement,

Purdue University Northwest

Tuition includes light lunchand brief networking as we begin, workbook with planning questions for each step of the process, group conference follow up call with the presenters to support your success.

Please plan to arrive at Catalyst Ranch by 11:45 to get your lunch, and get settled!

To get the most out of the session, consider inviting your leadership team to attend with you–This event is great for groups!


Leadership Retreat Coaches

Ann and Jackie are seasoned leadership and transformation consultants who have worked with leaders to create, launch, sell, and implement successful transformation initiatives. They have served leaders and groups at privately-held, public sector, not-for-profit, and Fortune 100 organizations in most industries, including: communications, consumer products, education, healthcare, finance, manufacturing, medical products, pharmaceutical, professional services, publishing, retail, telecommunications, utilities. Their clients include Abbott, Accenture, The American Society of Anesthesiologists, Bank of America, Comcast, Deloitte, Ford Motor Company, Grant Thornton, GE Capital, Hollister, PepsiCo, Purdue University Northwest, Navistar, The United Nations, University of Illinois at Chicago, World Bank, and many others.

Ann Van Eron, Ph.D., MCC, fosters open-minded conversations for unparalleled relationships, results and well-being with leaders, teams and organizations.  She is the founder of Potentials, a global coaching and organization development consulting firm with over 30 years of experience coaching leaders and working with teams and organizations all over the world.  Ann supports people in creating positive and productive relationships and enhancing awareness using her tested OASIS Moves® process.  Ann is the author of OASIS Conversations: Leading with an Open Mindset to Maximize Potential.  She creates and facilitates team and leadership development programs for organizations including the UN, Ford Motor Company, New York-Presbyterian Hospital and The World Bank. She is certified as a Master Coach and has a doctorate in Organization Psychology from Columbia University.  Clients include Fortune 100 companies, government and nongovernmental organizations and privately held organizations.  She works with Caterpillar, GE Capital, Cleveland Clinic, Chubb Insurance, Accenture, Oshkosh Corporation, Tennessee Valley Authority, Korn Ferry, Consumers Union, Group Health Cooperative and many more. www.Potentials.com, www.OASISConversations.com

Avaneron@Potentials.com  312-856-1155


Jackie Sloane specializes in enhancing the ability of leaders to achieve significant results and greater well-being through how they engage others, communicate, and cultivate relationships.  She has over 25 years’ experience in executive coaching, leadership development, communication, and engagement consulting. The Generative Leadership Communication program she developed has been credited with unleashing creativity and innovation, and reducing production time at client organizations. She has served leaders, teams and groups at privately-held, nonprofit, and Fortune 300 firms in a variety of industries, including academia, consumer products, financial, manufacturing, professional services, pharmaceutical, medical/medical products, publishing, and retail. She has created and delivered leadership retreats, culture change, engagement consulting, and leadership and professional development programs for Abbott, Accenture, Comcast, Deloitte, Grant Thornton, Hollister, Navistar, PepsiCo, Purdue University Northwest, University of Indianapolis Alumni Association, Lincoln Park Business Development Institute, Navistar, PepsiCo, University of Illinois at Chicago, and many client organizations. She is a graduate of University of Illinois at Chicago, holds two coach certifications, including Certified Ontological Coach and Master Certified Coach, has a Certificate in the Executive Team Alignment Process and is certified by the Center for Creative Leadership to facilitate use of the Center’s assessment tools. She has completed many coaching, leadership and communication programs. She is a mentor for Chicago Innovation. www.sloanecommunications.com


Questions? For more information:

  • On this seminar,
  • To discuss working with Ann and Jackie to create a transformational leadership process for your own organization,
  • Or, to schedule an internal session on this topic for your organization, email: jackie@sloanecommunications.com or call 773-465-5906.

Tuition includes light lunch, and brief networking as we begin, workbook with planning questions for each step of the process, group conference follow up call with the presenters to support your success.

$150 per person

To get the most out of the session, consider inviting your leadership team!

Preregistration reflection:

Please come to the session having thought about: Why is there an urgent need for transformation in my/my client’s organization? What’s at stake?

Click here to register!

$10 parking available with Catalyst Ranch validation at LAZ Parking on Lake St. between Jefferson and Des Plaines. More transportation and parking information here

NOTE: Registration in advance required to ensure appropriate amount of course materials and for catering order.

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