Retreat: Agency Owners

Retreat: Agency Owners

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Once a year, the owners of an agency should get together — even if they all work in the agency day-to-day anyway.

It's important to wear the owners 'hat', taking a different perspective on the business and thinking with a longer-term horizon.

Achieve alignment, power up your planning

Before you can plan all your work in the business, you need a clear picture of how the business is going to work for you.

  • What is the purpose of your agency?
  • How is the agency progressing?
  • What will make you most proud to own the agency?
  • What investment are you making (even if that's only keeping existing investment in the business, or investing time) and what risk and reward are you expecting?
  • What timeline are you investing over and what commitment are you all making?
  • What are your priorities as owners: Grow the value of the business? Generate dividend income? Create the place you want to work? ... ?

We've developed a framework to help agency owners think about, discuss and decide these big questions, and more, together.

Having everything clear and aligned at the owner level will set you up for much more focused planning in the business as the exec team.

Review last year

How is the business actually doing? How is it serving the owners? We'll help you review the previous 12 months in a structured and simple way, and help facilitate the discussion around that.

The Outcome

The result of the retreat will be a three year mandate from the owners to the business, which will be updated and extended on a rolling annual basis.

It will provide the CEO (often also one of the owners) and leadership team with clarity and stability. That will in turn give the CEO more freedom to lead, and enable them to deliver better results for the owners.

You'll also end up with the full framework and tools that will enable you to

We'll help you

We will facilitate your agency owners retreat, guiding you through the process of gaining alignment and clarity using a framework and a range of tools and exercises we've developed. We'll make it easy, productive — and fun.

Who is this for?

This is an in-company private retreat just for your agency. It's therefore best suited for agencies in the following lifecycle stages: Step-up (10-30 staff), Smarten-up (30-75 staff) or Scale-up (75+ staff).

It doesn't matter how many owners you have (but it is only for privately held companies).

If your agency is smaller than this, but ambitious, you're welcome to contact us to discuss ways we can help you. We're going to be making a self-guided version of this retreat available for smaller agencies soon, or you can join our Convivio Cohorts, supporting each other for one day a month with owner and board retreats and regular board meetings. More details soon.


For retreats that are scheduled for dates before the end of 2022, held via Zoom, there is a discounted price of £2,700.

For retreats scheduled from 2023 onwards, or in-person, the full price of £4,250 will apply.

More information is available on our website