The Lefko Group can help you in two ways: 1. By planning and running your retreat.
2. By coaching your CEO. Let’s explain each in detail.

Option 1. Planning and Running Your Retreat

Below is a list of our most popular retreats. Each will be customized for your organization, and can last anywhere from a half-day to four days, depending on your group’s size and the goals you want to accomplish.

New Product and Service Development. Use the power of the team to create fresh products and services. During this retreat, you’ll look at customer needs,  market sizes, industry trends, competitors, product line profitability, line extensions, how to use your products and services in other industries, how to use products and services from other industries in your industry, and how possible new offerings will work synergistically with your existing business. You’ll also learn many engaging  brainstorming techniques.

Strategic Planning and Business Plan Development. Plot your direction in a way that’s sound and inspires. Here you’ll examine your organization’s values, strengths, weaknesses, opportunities, and threats, as well as what your customers want and what you can do to navigate past your competitors. By retreat’s end, you’ll have created two-to-three major strategic objectives, along with an action plan that details champions, responsible parties, completion dates, and metrics. You’ll also have a follow-up process to insure that each action item is accomplished.

Teambuilding. Do more as a team than you can separately. During this retreat you’ll work on understanding priorities, dealing with frustrations, framing challenges, reaching consensus, communicating better, and collaborating on projects that matter.

Sales and Marketing Plan Development. Know who you’ll reach and how you’ll reach them for the next 12-to-36 months. Here, you’ll examine the market, your customers, how they make buying decisions, and the most potent sales and marketing options available to you. When you leave, you’ll have a strategic document, which includes implementation steps, follow-up systems, and metrics.

Law Firm and Accounting Firm Practice Group Retreats. Create lucrative new business opportunities within your law or accounting firm, while you build spirit and collaboration in and among your groups.

Management and Board Connection. When the relationships at the top work, your organization works. Use this retreat to strengthen bonds, while you solve problems, bolster relationships, and build consensus among management and the board of directors. For both for-profit and non-profit organizations.

Conflict Resolution. Unblock problems that prevent you from moving forward. Here, you’ll identify issues, stakeholder positions, disputed facts, and common ground, after which you’ll brainstorm solutions, build agreement, and resolve the conflict. The three most common conflicts we work on: fighting among employees because of personality, turf wars between divisions, and disputes about your organization’s direction and the plans you’re using to get there.

Acquisition Integration. After a merger, transform two mismatched cultures into one productive culture. You’ll focus on understanding the cultures that existed prior to the merger and the difficulties and opportunities the merger has presented, after which you’ll create structures and goals around workload and communications. 

Personal and Business Breakthroughs. For one person or a team. Work on your professional and personal goals, which include time management, life balance, and legacy issues. A pragmatic yet spiritual retreat.

Option 2. Coaching Your CEO

Each day, a CEO makes decisions that affect the organization’s people, profits, and reputation. The pressure to perform can be intense, and it’s tough to consistently make such decisions without shrewd counsel. But who’s qualified to give it?

The CEO can’t turn to someone within the organization, because it’s impossible for that person to be objective; nor can they ask just any outsider, because most have never had to make executive decisions that could change people’s future.

A Comprehensive Understanding

When you call upon the Lefko Group for coaching, you get our CEO, Mark Lefko -- a man who has had to make organization-turning decisions throughout his life, as a CFO, a COO, a board-member, and an investment banker. There’s not an aspect of running a corporation that he hasn’t been involved in.

Mark Has Coached over 100 Executives

As a coach, Mark has counseled over a hundred CEOs and presidents in 21 industries, such as manufacturing, distribution, medicine, hi-tech, entertainment, automotive, retail, and same-day delivery service.

Advice on Hard and Soft Issues

Mark advised these CEOs, and others like them, on how to handle “hard” issues, such as adding divisions, breaking into new markets, cutting expenses, and moving resources around, so they’d bring a greater return to the organization.

He also offered counsel on “soft” issues, including how each executive could get the  most out of their day and how they could handle problem employees.

The Sessions

Mark meets with each client once or twice a month, for a two-to-four hour session.

If you’re nearby, he can come to your office. If you’re far, he can conduct the sessions by phone.

An Important Side Note

When you hire Mark as a coach, you also get access to his A-list of service providers. Such a list can save you time, headaches, and money. Mark can connect you to law firms, accounting firms, executive search firms, investment bankers, insurers, stock appraisers, firms that design compensation packages, and the like. 

To hear what our clients say about us, click Testimonials.