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Meeting kitLeadershipStrategy & planning

Leadership retreat agenda

450 minutes 8 slides, 3 livepro Runs with Pro

A one-day executive retreat built on pre-reads: team health, a big-bets board, two deep dives and a decision log with owners and dates.

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Leadership retreat

Three questions. Real decisions. One team.

Title

In short

A leadership retreat takes the executive team away from daily work to make the decisions that need everyone in the room. This kit plans one day around three pre-read questions, with an anonymous team-health vote, a big-bets board, two deep dives, an alignment vote and a decision log with owners and dates.
Time
One day (7.5 hours)
People
4 to 15 leaders
Includes
Agenda, 8 slides, big-bets board, decision log
Plan
Pro

Updated October 4, 2026

What's in the kit

  1. 1Leadership retreat
  2. 2The three questions we came to answer
  3. 3How we work today
  4. 4How much do we trust each other to raise hard things? live
  5. 5Big bets
  6. 6What's the biggest risk to next year's plan?Focus: too many priorities · People: capacity or key hires · Market or customers · Money: cash or margins · Execution: we don't follow through live
  7. 7What's the one thing nobody has said out loud yet? live
  8. 8Decide here. Commit everywhere.

The agenda

By the end of this meeting, the leadership team has answered its three questions, logged every decision with an owner and agreed how to tell the company.

450 min · 14 blocks, drawn to scale Fits exactly
  1. Arrival: what you're leaving at the door today, 20 minutes 20
  2. Pre-read recap: the three questions we came to answer, 20 minutes 20
  3. Team health: how well do we work together?, 5 minutes 5
  4. How we work together as a leadership team, 55 minutes 55
  5. Break, 15 minutes 15
  6. Big bets: what could move us most next year?, 45 minutes 45
  7. Lunch, 60 minutes 60
  8. Deep dive 1: [first question from the pre-read], 60 minutes 60
  9. Deep dive 2: [second question from the pre-read], 60 minutes 60
  10. Break, 15 minutes 15
  11. Decision log: what we decided, who owns it, by when, 45 minutes 45
  12. Are we aligned?, 10 minutes 10
  13. How we tell the company, and when, 20 minutes 20
  14. Commitments and retreat feedback, 20 minutes 20
0113225338450 min
  1. +0′Arrival: what you're leaving at the door todayWhat's on your mind that you're leaving at the door today?20 minCheck-in
  2. +20′Pre-read recap: the three questions we came to answerTip: The slides play here. Assume everyone read the pre-reads. Don't present them again.20 minInfo
  3. +40′Team health: how well do we work together?How well does this leadership team work together right now?Tip: Agenda votes are anonymous, so people answer honestly. Show the spread, then talk about it.5 minVote
  4. +45′How we work together as a leadership teamTip: Start with what the vote shows. Ask what one change would move everyone up a step.55 minDiscuss
  5. +100′Break15 minBreak
  6. +115′Big bets: what could move us most next year?Add a bet to the quadrant you think it belongs in45 minBrainstorm
  7. +160′Lunch60 minBreak
  8. +220′Deep dive 1: [first question from the pre-read]Tip: Start with the options, then the criteria, then the choice. Log the decision before moving on.60 minDiscuss
  9. +280′Deep dive 2: [second question from the pre-read]60 minDiscuss
  10. +340′Break15 minBreak
  11. +355′Decision log: what we decided, who owns it, by whenTip: Read each decision aloud. If two people would describe it differently, it isn't decided yet.45 minDecide
  12. +400′Are we aligned?How aligned are you with today's decisions?Tip: A 'not yet' vote is a gift. Ask what would change it before you leave.10 minVote
  13. +410′How we tell the company, and when20 minDiscuss
  14. +430′Commitments and retreat feedbackOne commitment you're making to this team20 minWrap-up

The board

Do now
High impact, lower effort
Big bets
High impact, higher effort
Only if cheap
Lower impact, lower effort
Avoid
Lower impact, higher effort
EffortImpact

The follow-up email

Subject

Leadership retreat: decision log

Thank you for a hard, useful day.

Decision log
No. / Decision / Owner / By when
1. 
2. 
3. 

Our answers to the three questions:
1. 
2. 
3. 

Big bets we chose (from the board): 

How and when we tell the company: 

Our commitments to each other: see the summary below.

First check-in on these decisions:

How to run it

  1. 1Send a short pre-read a week ahead that frames three questions the retreat must answer. Put them on the second slide.
  2. 2Hold it away from the office. Open with the anonymous team-health vote and talk about what it shows before any strategy.
  3. 3Use the big-bets board to sort ideas by impact and effort, then spend the afternoon on two deep dives.
  4. 4Log every decision with an owner and a date, then run the alignment vote. Agendiq's summary keeps the log.
  5. 5Agree how and when you'll tell the company before anyone leaves, and send the decision log the same night.

Questions people ask

What should a leadership retreat agenda include?
Time on how the team works together, the strategic questions from a pre-read, deep dives that end in decisions, a decision log with owners, and an agreement on how to tell the rest of the company.
What are good leadership retreat ideas?
An anonymous team-health vote, a pre-mortem on next year's plan, an impact and effort board for big bets, and a 'what has nobody said yet?' question. Keep decisions as the point of the day.
How is a board retreat different?
A board retreat brings directors together, often with the CEO, to work on governance, the board's own effectiveness and long-term strategy, rather than running the business.

Run it with your group

pro
  • Everyone answers on their phone, no app or sign-up
  • A timer for every block on the shared screen
  • Results, decisions and actions in the summary
Use this template

Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

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