SLG 2014 Retreat (August 9 & 10)

Kjirsten Kennedy -- Westside Graduate Intern

This document was created to provide easy access to get started on the SLG retreat
ASAP! Files and documents are accessible in the shared drive under
Retreats/SLG/2014.
Tip: It was a quick turnaround, but provide you stick with the goals for each week
and think one step ahead, youll be right on track, with breathing room at the end.
Cheers!
6 Weeks before Events (June 23 27)
The Leadership Challenge (Kouzes & Posner, 2007)

Read section 1
o The 5 practices of Exemplary Leadership
o Credibility is the Foundation of Leadership

Retreat History/Lesson Planning

Review Past Schedules, content, logistics, and assessment reports (past 2

years)
Begin thinking about topics, themes, theory models

Budget Process

Discuss budget process (timing is key) and available funds for retreat

Location(s)

Begin researching locations (come up with at least 2, so you have one as

back-up)

Date(s)

Set dates for retreat (i.e. Saturday Sunday)

Send out Save the Dates to SLG and CWU staff participating (i.e. Ashlee,
Zack, and any Ellensburg folks) location(s) will be TBA
5 Weeks before Events (June 30 July 3)

The Leadership Challenge (Kouzes & Posner, 2007)

Read section 2
o Clarify Values
o Set the Example

Budget Process

Begin drafting budget-request forms with content (see examples for content)

Location(s)

Submit application/request to reserve space/location for retreat

o Example: Day 1 Ropes Course (off-site)
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Created: 8/11/2014

Updated: 2/24/2015

SLG 2014 Retreat (August 9 & 10)

Kjirsten Kennedy -- Westside Graduate Intern
Example: Day 2 Professional Development workshops (need
classroom space)
Get estimate costs and/or invoice for budgeting purposes
Note: Confirm with event spaces and catering that it is OK to pay for event
AFTER event.
o If Purchase Order is required, work with Ashlee to get that requested
from Accounting (E-burg)
Need Invoice to move forward with this process
o

Assessment

Create pre-retreat assessment for SLG to complete (suggested: Survey

Monkey)
Send out to all SLG (note: provide a DUE DATE)
4 Weeks before Events (July 7 11)

The Leadership Challenge (Kouzes & Posner, 2007)

Read section 3
o Envision the Future
o Enlist Others

Budget

Submit budget-request forms to Ashlee at beginning of week (note: its ok if

she returns them for corrections/additions)
o Note: If ordering catering service through event space, confirm final
invoice (taxes and set-up fees may not be included in initial catering
request)
Submit final draft of budget-request forms to Ashlee
3 Weeks before Events (July 14 18)

The Leadership Challenge (Kouzes & Posner, 2007)

Read section 4
o Search for Opportunities
o Experiment and take Risks

Budget

Final chance to submit budget-request forms to Ashlee

End of week check in regarding approval of budget-requests

Assessment

Analyze data from pre-retreat assessment

Submit summary evaluation to Ashlee and Zack

Lesson Planning

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Created: 8/11/2014

Updated: 2/24/2015

SLG 2014 Retreat (August 9 & 10)

Kjirsten Kennedy -- Westside Graduate Intern

Draft out lesson plans for your portion of professional development workshop
Connect with other facilitator(s) to review their lesson plan and activity ideas
(note: there was overlap of content last year, this is highly suggested to do
early)
Meet with Ashlee to discuss activity ideas (note: she has a lot of great ideas!
Use the binders in her office)
Think up back-ups that you can use if technology is an issue (its always an
issue)
Order any textbook/workbook materials needed for students
2 Weeks before Events (July 21 25)

The Leadership Challenge (Kouzes & Posner, 2007)

Read section 5
o Foster Collaboration
o Strengthen Others
1 Week before Events (July 28 Aug 1)

The Leadership Challenge (Kouzes & Posner, 2007)

Read section 6
o Recognize Contributions
o Celebrate the Values and Victories

Lesson Planning

Finalize facilitated lessons

o Share summary of lessons/activities with Ashlee she has good
feedback!
o Practice and revise!
Create PPT
Create handout(s)
Create list of materials Ashlee and you can purchase from Office Depot

Confirmation

Confirm any final budget details with Ashlee

Confirm location(s) with those you booked
o Access into building (note: we had it on a Sunday and needed to call
security)
o Access to technology (note: we had to ask for a special log-in
username and password for Highline)

Agenda

Build
o
Build
o

Staff Agenda
Share by end of week
Student Agenda
Share by end of week
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Created: 8/11/2014

Updated: 2/24/2015

SLG 2014 Retreat (August 9 & 10)

Kjirsten Kennedy -- Westside Graduate Intern

Week of (Aug 4-8)

The Leadership Challenge (Kouzes & Posner, 2007)

Read section 7
o Leadership is Everyones Business

Updates

Communicate final updates/details with SLG and CWU Staff

o Keep Calm and Carry On there will be hiccups, but its ok!
THE Weekend of (Aug 9-10)!

Follow schedule, know where youre going, and be flexible if something goes wrong.
There is always a way to work it out.
Have Ashlee and Zacks phone numbers on speed dial!
Enjoy seeing all the hard work you did for the past 7 weeks happen.
Week after Events
Assessment

Reflect on YOUR experience - write things down!

o Highs/Lows
o Wish list for next event (materials, locations, timing, etc.)
Schedule debrief meeting with other staff members
o What worked well?
o What needs changing for next time?
Evaluate YOUR energy level and remaining internship hours
o Prioritize check-list so you know there is ample time to complete the
rest of the projects
Review SLG responses to post-retreat assessment
o Type up quantitative results
o Create executive summary

Lesson Planning

Go back to lesson plans and adjust any changes you made to reflect the final
product
Make notes for future facilitation
o Student interest and energy level (i.e. after lunch they were very
sleepy)

Budget

Submit all outstanding bills to Ashlee

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Created: 8/11/2014

Updated: 2/24/2015