Let your best clients plan your firm retreat

If your best clients were in charge of your law firm retreat, what would they add to the agenda?  Before your next retreat, why not ask them?

Reach out to your best clients and invite them to help you plan it.

Stumped on how they’d get involved?  Here are some ways they can contribute to and/or participate in the retreat:

  • Ask them to suggest the topics and skills they think your lawyers should focus on, and then let them lead those sessions if appropriate.
  • Invite them to deliver a brief “get to know our business” talk, and then ask them to stick around to answer questions from your lawyers.
  • Set aside at least half of your retreat’s “learning” time for sessions developed (and perhaps even delivered) by your firm’s clients.
  • Work with your clients to develop role-playing challenges that teams of your attorneys can compete to solve.
  • Invite several of your firm’s best clients to participate in the retreat and work with them to identify and develop ways your firm can serve them better.

All of these things are easy to execute, and just require the desire to engage with your best clients and the courage to hear what they might have to say.

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