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  • Using Video in a Leadership Retreat

    Using Video in a Leadership Retreat

    As a rule, I would not want the camera running throughout the retreat. But as the meeting facilitator, I recognize that video can be a powerful tool, especially when used strategically. And especially when one considers how the video can be used well beyond the retreat itself. Here are five [More]

  • Building an AI Policy Template

    Building an AI Policy Template

    Our AI Resource Kit includes an Employee AI Acceptable Use Policy template, which includes the following 10 elements: Maintain Confidentiality: Do not embed into prompts anything that is either confidential to the organization, or that the organization has a duty to keep confidential (eg client or partner details, even if [More]

  • CRM: The One Source of Truth

    CRM: The One Source of Truth

    Unfortunately for many, it lives in a number of places, beyond the CRM: Excel spreadsheets Post-it notes Handwritten or computer notes from meetings. (Still using “moleskin” books?) Email correspondence Conversations at networking events And more What each of these things have in common: they are not the “single source of [More]

  • Defining a leadership retreat’s objectives

    Defining a leadership retreat’s objectives

    When planning retreats, there's often a gap between the initial ask and the deeper organizational needs – a gap that can only be bridged through careful investigation and honest dialogue. So here are five key factors that can bridge the gap (credit to the Braintrust Professional Institute): 1) Pre-retreat Intelligence: Beyond [More]

  • Why you should never use an internal retreat facilitator

    Why you should never use an internal retreat facilitator

    As a member of the leadership team, you’ve been tasked with organizing the annual offsite for your team. Inevitably, a question comes up: should I plan and facilitate the meeting myself, or hire an external person or company to do this? To answer this question, it’s important to recognize that [More]

  • The goal of a retreat is not a retreat…

    The goal of a retreat is not a retreat…

    It’s that time of year again – the annual management retreat. It’s at an exciting venue, and you’re looking forward to a great time. There is a fun behind-the-scenes tour of a local business, several gourmet meals from a Michelin-starred chef, and to top it all off, a ton of [More]

  • Anti-marketing: Nine trust-busting activities

    Anti-marketing: Nine trust-busting activities

    Failure to meet (or exceed) expectations. While this seems obvious, the real question is whether you indeed know what those expectations actually are. Too often, we make assumptions about what others want... and we don't always get it right. (Said another way, we always hit the bullseye, but the wrong [More]

  • What disruptors have in common

    What disruptors have in common

    Are disruptive companies smart? Or lucky? Or, are there common factors that many of these companies just happen to have? It certainly can be argued that smarts and luck do play a part, but very often it is other factors that helped them succeed. Here are some of them: Disrupt [More]

  • A Web Page Call to Action (CTA)

    A Web Page Call to Action (CTA)

    Taking a step back, why do people land on a particular web page? Likely it is because they were searching on Google, and clicked through to a particular page. Or perhaps they clicked a link, be it from an advertisement, a link on Social Media, an email, a QR code, [More]

  • Moving your Community From Facebook to your Own Platform

    Moving your Community From Facebook to your Own Platform

    But you now have a growing concern that Facebook will eventually make a change that will trash – or at least significantly stunt – your business model. Or worse, that your community will leave due to their alarm over Facebook's profiling activities and disregard for privacy. Then there is your [More]

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