The two questions that define a great leadership retreat.
Before you choose a destination, a date, or an activity, answer two questions. Get them right and the entire retreat almost designs itself. Skip them and no location on earth will save it.
Most teams plan a retreat backwards. They start with the format — a resort, a ranch, a city, a ropes course — and only later wonder what it's all supposed to accomplish. That's how you end up with a pleasant week that changes nothing. The fix is to start with the function: the outcome you're actually after. And the fastest way to find the function is these two questions.
"What do you want your people walking away feeling, thinking, and saying out loud to one another?"
This is the most clarifying question in retreat design. Notice it has three parts — feeling, thinking, and saying — and they're in that order on purpose. Feeling comes first because emotion is what drives action. Then the thinking that emotion unlocks. Then the words a team actually says to each other afterward, which is the truest evidence that something changed.
If a leader can answer this vividly — "I want them to walk away trusting each other enough to disagree in the open, thinking like owners of the whole company instead of their function, and saying out loud that they've got each other's backs" — the function is nearly solved. Everything else is in service of getting there.
"If you could achieve only one thing during the retreat, what would it be?"
The first question opens things up. This one forces a choice. Under pressure, every team wants a retreat to fix ten things at once — and a retreat that chases ten outcomes achieves none of them. Naming the single most important thing is an act of leadership in itself. It's the difference between a retreat with a spine and a retreat that's just a busy agenda.
Between these two answers, the function is locked. Now — and only now — does the format enter the conversation.
Function before format
Off-road immersion. Sailing. A jungle expedition. A remote lodge engineered to create a little cabin fever. These are all formats — and not one of them is the product. The product is the function: the change you named in those two questions. The environment, the activities, and the conversations are chosen, one hundred percent, to serve it.
This is also where preferences come in, and they matter. Five-star or rugged? Beach or mountains? No bugs, no heights, no cold? We work around all of it to find the format that fits the team and the outcome. Sometimes that means genuine luxury. Sometimes it means the complete opposite — a team expecting a resort with golf instead finds itself in an 1800s mining lodge with shared bathrooms and cots. The moment they arrive, their emotion has already shifted, even if at first it shifts in a negative direction. And that's the point: now we have motion. Emotion is motion, and motion is what we channel toward the outcome.
- 1.Define what they should walk away feeling, thinking, and saying.
- 2.Name the one outcome that matters most.
- 3.Gather preferences and constraints — comfort, place, what's off the table.
- 4.Only then design the format — every detail in service of the function.
This is the level of detail that makes a retreat legendary — not the beautiful location, though that can help. It's the deliberate connection of heart and mind to a specific outcome. Answer the two questions honestly, and you're most of the way there.