The 2020 Spring Leadership Retreat will provide you with insight into the non-financial KPI’s that are affecting the success of your business. Using the Performance Gap Indicator Assessment, we will address the biggest gaps holding your team back from excellence and benchmark our organizations amongst fellow participants based on team size, industry and selling models.

Prior to the Retreat participants will select 15 (minimum of 10 must complete assessment to receive results) individual contributors, leaders or those supporting your sales function to participate in an assessment which will look at the following areas:

The written and unwritten set of values, beliefs, and behaviors which determine how your company’s employees interact with one another, with customers, and your vendors.
The process, systems, and procedures required to consistently conduct your business at the highest levels of efficiency and effectiveness.
The direction, clarity, and accountability which inspires and empowers others to reach the vision.
The process of providing leaders and teams the tools, time and guidance to master their responsibilities based upon your company’s stated performance standards.
The ability to consistently exceed customer expectations which generates increased repeat and referral business by providing exceptional service.
Sample assessment results


Day 1: Tuesday, February 4th

Tuesday, February 4 | 10:00 AM - 10:45 AM

Leadership Retreat Kickoff

To kick start the event, each attendee will introduce themselves and share the challenges they are hoping to solve during the 3-day event!

This is a great time to make note of those leaders who are facing similar challenges as you!

Tuesday, February 4 | 10:45 AM - 12:00 PM

Tuesday, February 4 | 12:15 PM - 1:15 PM

Networking Lunch

Our first networking lunch provides participants with the opportunity to meet and chat with fellow attendees in a relaxed atmosphere geared towards networking!

Tuesday, February 4 | 1:15 PM - 1:50 PM

Top Challenge Discussion & Group Agenda Building

Tuesday, February 4 | 2:00 PM - 3:00 PM

Workgroups - Session 1

Participants will choose one of the following sessions to participate in:

Workgroup Time: People Development - Ongoing Training & Career Pathing

The cost and resources required to hire and train new sales reps continues to increase. Join us to learn how other organizations are setting their reps up for long term careers in their organizations. We will chat on career pathing and ways to retain your top talent with ongoing development for both your team, and yourself as a leader.

Workgroup Time: Organizational Alignment - Team Structures

BDR, SDR, AE, Customer Success, Account Management… the list goes on and on. Together we will discuss the challenges facing our organization in this area and also share ideas to streamline our teams for success.

Workgroup Time: Company Values & Mission

Does your sales team know and really understand the long term goals of the team, department, and company? Often times, sales reps will feel empowered and take ownership of their sales process when they understand and buy-in to the vision and big picture.

Tuesday, February 4 | 3:15 PM - 4:15 PM

Workgroups - Session 2

Participants will choose one of the following sessions to participate in:

Workgroup Time: Engaged, Involved & Motivated Employees

Is your team fully engaged , involved, and motivated? Do they have the ability to have their voices heard when decisions are made? We will strategize on how you as a leader can keep your sales team involved and motivated.

Workgroup Time: Communication & Collaboration Across Organizations

Research indicates workers would rather work for a company that values “open communication” over one with top employee benefits. Does your sales team communicate in a way that encourages collaboration and idea-sharing? This group will share insights, tips and help others to solve the communication and collaboration issues in their teams.

Workgroup Time: Customer Success & Satisfaction

There’s more to a happy customer than just their satisfaction following the sale. Together we will discuss the importance of how your reps view and support their customer’s success. Important topics include revenue retention, customer advocacy, the value of referrals and the importance of measuring success and satisfaction.

Additionally, Israel Greene will walk you through a diagram which allows you to build a lifecycle management journey for your customers. As you build it, it will include retraining, attracting, engaging and growing clients. Each participant will have a working diagram to take back to the office and implement for an increase in client retention.

Tuesday, February 4 | 4:15 PM - 4:30 PM

Coffee Break

Grab a coffee and snack before heading back into Large Group Learning!

Tuesday, February 4 | 4:30 PM - 5:30 PM

Tool & Tech Demos

During this time we will hear from 2020 Leadership Retreat sponsors on how their tool or service can impact your bottom line and improve the sales process.

These 15-minute presentations are a Retreat favorite, as they provide leaders with the opportunity to see the upcoming technologies up close!

Tuesday, February 4 | 5:30 PM - 5:35 PM

Wrap Up & Agenda Sharing

During this time, AA-ISP will walk you through the agenda for the next two days. Wednesday and Thursday small group session topics will be announced during this time as well as reminders for the networking opportunities!

Tuesday, February 4 | 6:30 PM - 8:30 PM

Happy Hour & Networking

One of the most valuable parts of the Retreat, the Networking Happy Hour brings all participants together for a relaxed evening on the patio where we will enjoy appetizers and drinks while connecting with each other!

Day 2: Wednesday, February 5th

Wednesday, February 5 | 7:00 AM - 8:00 AM

Breakfast & Birds-of-a-Feather Roundtables

Grab breakfast and join a birds-of-a-feather roundtable discussion on a specific topic of interest. This is a key time to connect with fellow leaders on topics your organization is facing as well as a way to make new connections.

Wednesday, February 5 | 8:00 AM - 9:45 AM

Workgroup Time: Session 2

Wednesday, February 5 | 9:45 AM - 10:15 AM

Networking Break

Wednesday, February 5 | 10:15 AM - 10:45 AM

Daily Recap from Workgroups

Before parting for the afternoon activities we will discuss the findings from each topic during the workgroup session earlier in the morning. This is a key time to learn quick tips on topics you weren't able to participate in, and also identify fellow leaders to connect with during the networking.

Making connections with your peers is a key way to enhance your Leadership Retreat experience!

Wednesday, February 5 | 10:45 AM - 11:45 AM

Tool & Tech Demos

Wednesday, February 5 | 11:45 AM - 12:45 PM

Working Lunch: Personal Challenge "Think Tanks"

During this time participants are seated in small groups to share their personal challenges in a roundtable format:
- 2 Minutes to explain the challenge you are facing
- 2 Minutes to explain the things you have tried/what works/what hasn't
- 5 Minutes for the small group to help you problem solve for this challenge

Wednesday, February 5 | 1:30 PM - 5:30 PM

Afternoon Offsite Activities

Spend the afternoon networking with fellow participants in three different activities:

Beach Hang
Jacksonville Craft Beer Tour

Wednesday, February 5 | 6:30 PM - 7:30 PM

Social Hour

Join fellow participants for drinks and appetizers prior to the large group dinner

Wednesday, February 5 | 7:30 PM - 9:00 PM

Executive Dinner

Following our Social Hour outside we will head to a relaxed networking dinner where participants will have the opportunity to continue getting to know each other.

Day 3: Thursday, February 6th

Thursday, February 6 | 7:00 AM - 8:00 AM

Breakfast & Birds-of-a-Feather Roundtables

To kickoff the last day of the Leadership Retreat, participants are encouraged to grab breakfast and join an informal discussion on a specific topic.

Thursday, February 6 | 8:00 AM - 10:00 AM

Workgroup Time: Session 3

Thursday, February 6 | 9:45 AM - 10:15 AM

Networking Break

Thursday, February 6 | 10:30 AM - 11:00 AM

Daily Recap from Workgroups

In this final recap participants will share their lessons learned during the morning workgroups.

In addition, use this time to make any final connections with leaders who may be able to help you solve your ongoing challenges.

Thursday, February 6 | 11:00 AM - 11:30 AM

Top Tip Takeaways

As a large group we will discuss the top tips learned during the Executive Retreat and also discuss any additional resources for on-going learning.

Thursday, February 6 | 11:30 AM - 12:00 PM

Leadership Retreat Close & Feedback

Bob will share his final mission for our participants as we prepare to go our separate ways. This informal discussion time is a great way to express your feedback with fellow participants as well as your AA-ISP Team.