How to Plan a Successful Retreat - Insider Tips from a Strategic Planning Expert
25 Sept 2025 · 1 min

1:15
In this segment, the strategic planning expert promotes the Jump Lead newsletter and a paid subscription that grants immediate access to seven mini‑books detailing his retreat methodology. The mini‑books cover the pre‑retreat phase, the intensive 2–3‑day offsite, and the post‑retreat follow‑up, explaining the underlying principles and why they work. He establishes his credibility by noting over 20 years of experience leading more than 50 long‑term strategic planning retreats that integrate short‑term and long‑term goals, typically spanning 15 to 30 years. The speaker emphasizes the value of his proven process and invites viewers to become subscribers to benefit from these resources.










