Clients – Retreat Development

At Small Wins, our mission is to act as spark plug in non-profit settings. And there’s nothing we love more than creating experiences and sharing our expertise in a way that helps other non-profits grow.

Enter retreat design.

A retreat is an ideal way for an organization to address specific issues or goals and advance its thinking. We spend considerable time and effort in the planning stage to listen to the voices of an organization’s stakeholders and to design a thoughtful approach to meet the goals of the retreat.

We believe our most powerful contributions create opportunities for impactful results. Remember, retreats are often disguised as the following – strategic planning meeting, operational planning meeting, change management seminar, annual staff meeting, annual Board brainstorm, etc. Don’t go at it alone, let’s talk!

IMPACT Austin10
Retreat focus: visioning refresh
Impact Austin (IA) empowers women philanthropists to invest in their community. After a successful first 15 years, IA’s leadership, as led by the Board and key volunteer members, were looking to update the organization’s vision with a goal of growth and sustainability for the future. Together, Small Wins and the IA Visioning Team conducted a one-day retreat which pushed this stakeholder group to ‘dream big’. Out of this discussion and brainstorm, Small Wins delivered a new vision, mission, and values messaging document and a vision framework with strategic set of recommendations for 2019 operational planning

AMR headshot (4)Capital IDEA
Retreat focus: change management staff training
In January of 2018, Small Wins collaborated with Melissa Stewart Consulting to deliver a half day change management training to the staff at Capital IDEA. The scope of the project included an assessment of the current organizational culture, development and facilitation of a half day training around organizational change management and frameworks which support behavior change and a post-meeting debrief with leadership to offer recommendations for ongoing staff support using the methodology.

AMR headshotTravis Audubon
Project focus: operational planning retreat
Travis Audubon is governed by a 12-person Board of Directors and managed by a full-time Executive Director. Many of the programs and activities are organized and led by a dedicated, experienced, and highly skilled corps of volunteers. In collaboration with Melissa Stewart Consulting, Small Wins facilitated a board retreat in September 2018. The goal of the meeting is to operationalize their existing strategic plan (2018-2020) and create actionable steps, priorities, goals and metrics to track toward progress and success. After the project, both the Board and the Executive Director gave high praise on how the retreat was run and what outputs they were able to achieve in just a half day’s time.

9Tom Lea Institute
Retreat focus: strategic and operational planning
The Tom Lea Institute is a non-profit organization dedicated to documenting, presenting, teaching, and exhibiting the works of Tom Lea. Through its digital library, curricula, public programs, exhibitions, and publications, the Institute reaches audiences of all ages and encourages the exploration of regional art, history and culture. After a year of internal focus and organizational assessment, the Executive Director, with the Board’s approval, was seeking consultative services to lead the Board and Executive Director through a strategic planning meeting at an off-site retreat.


Strategic & Operational Planning + New Revenue and Event Production
+ Program Development and Evaluation