retreat to advance: promoting a culture of change dale vidmar hannon library southern oregon...
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Retreat to Advance:Promoting a Culture of Change
Dale VidmarHannon Library
Southern Oregon Universityvidmar@sou.edu
Connie AndersonHannon Library
Southern Oregon Universityanderson@sou.edu
http://www.sou.edu/~vidmar/ola2006
Oregon Library Association Conference 2006April 7, 2006
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Goals for Presentation
Participants will: Understand the benefits of having an
organization retreat Learn to how to plan and organize a
retreat Experience a variety of retreat activities in
a learn by doing workshop
Retreat Activity #1
The WelcomeBrief – No more than 5 minutesGreeting and Call to OrderWhy we are here – Goals Set the toneArticulate intentions – design is
more of a game plan than a detailed script
Meeting vs. Retreat
1. Usually onsite2. An hour or two3. Exchange information or
make decision4. Outcomes predictable5. Low Risk6. Task oriented7. Low capacity for change8. Little emotional effort
1. Typically offsite2. Day-long or longer3. Explore issues or plan for
the future 4. Outcomes unpredictable5. High Risk6. Process oriented7. High capacity for change8. Emotionally intense
Meeting Retreat
Retreat Activity #2
Individual Check-InParticipants discuss their
expectations and/or concernsIntroductions if people do not know
each otherWhat do you hope to take away from
today? (Existential Question – Why am I here?)
Types of Retreats
What We DoImproving our Day to Day OperationsCreating Library Goals for the Year, Mission
Statement Work on a Specific Topic – Instruction,
Reference, OCLC, etc.VisioningStrategic Planning
Types of Retreats
How We Do What We Do Improving the Underlying Structure of the
Organization Change the OrganizationGrease the WheelsTeam BuildingCommunication Skills Fun, enjoyment, socializing, and bonding
Retreat Activity #3
Ground RulesExamples Speakers should raise hands Las Vegas Rule! – What happens
here, stays here!Develop ground rules for today!
Think, Pair, Share!
Top Ten Reasons to Have a Retreat
10. Make tough decisions 9. Accomplish something that
cannot be done by the leader alone. 8. Create a collective vision 7. Change your organizational
culture or improve relationships
Top Ten Reasons to Have a Retreat
6. Correct course when things are going wrong
5. Change perceptions, attitudes, and behavior
4. Foster change3. Harness collective creativity2. Explore fundamental concerns
Top Ten Reasons to Have a Retreat
1. At most libraries we are so busy doing what we do that we do not take the time to think about how we do it- adapted from Campbell, Liteman, and Sugar
Retreats that Work (2003)
“Good retreats are a lot of fun. They are not serious, plodding, heavy things. People laugh, people engage their creativity. Even when you are designing with that fun in mind, it should be for business’ sake. Let it be about business.”
– Merianne Liteman from Sound the Retreat by Douglas P. Shuit
The Bottom Line
Retreat Activity #4
The Ice BreakerCreate the Mood Get into the Right Frame of MindLaw of Primacy – we remember what we do
first best, so choose carefullyLet’s Do One – The Human Map
Planning a Retreat
Who does what – organization of a retreat team
Plan early – 6 to 9 months ahead Cost: Typical Budget
Facility Facilitator Food, drink, etc.
Location – offsite vs. onsite
Planning a Retreat
Facilitator – neutral participant Plans and designs the course of action Encourages participation and
accomplishment Unpacks activities Moderates the flow of ideas and
personalities Summarizes and ensures follow-up
Retreat Activity #5
The EnergizerMidcourse exerciseInspire involvementStimulate group Physical activityNot necessarily planned –
implemented at a moments notice
Experiential Learning Activities
Content SegmentsMajor activities of the retreatExplorations into the organizationTime-consumingChallengingNeed variety and flexibility to maintain
interest and energy
Experiential Learning Activities
ChangeCommunicationConflict ManagementCreativityDecision MakingDiversityGoal Setting
LeadershipNegotiationPerceptionsPlanningProblem SolvingResource UseTeam Dynamics
Topic Areas:
Retreat Activity #6Experiential Learning Activity
Obstacle Busters Create subgroups of 5 or 6On a piece of paper, make a list of obstacles to
having a retreat or having a successful retreat (5 minutes)
Choose one or two obstacles and list actions that you could take to overcome these obstacles (10 minutes)
Report backWhat did you take away from this activity?
Review of Retreat Activities
1. Welcome2. Individual Check-In3. Ground Rules4. Ice Breaker5. Energizer6. Experiential Learning Activities7. Closing and Assessment
Retreat Activity #7
Closing and Assessment What did you learn today?Name something you can take
with you and do when you return to work.
Something that surprised you!
Retreat to Advance:Promoting a Culture of Change
Dale VidmarHannon Library
Southern Oregon Universityvidmar@sou.edu
Connie AndersonHannon Library
Southern Oregon Universityanderson@sou.edu
http://www.sou.edu/~vidmar/ola2006
Oregon Library Association Conference 2006April 7, 2006
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