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  • Middle of Six

The Shortlist Episode 44: How to Plan an Effective Marketing Retreat




Marketing teams—heck, all teams—benefit from having dedicated time to reconnect, recharge, and recommit. AEC professionals often feel like they are waist deep in procurement work, so a well-timed and well planned retreat can provide the space needed to refocus and think critically about the myriad other tasks on their plates. Clearly, we're big proponents of hosting an off-site event, but unfortunately not all organizations prioritize a dedicated marketing retreat.


Whether you're building a case to present to your leadership team on the benefits of retreating with your team, or you're planning your firm's annual marketing summit, now is a great time to explore all of the possibilities. With dozens of marketing and corporate events under their belts, Wendy, Melissa, and Allison share their lessons learned for planning an effective marketing retreat, including who should attend, do you need a facilitator, and how to capture and make progress on the brilliant ideas generated as a group.


CPSM CEU Credits: 0.5 | Domain: 2


The Shortlist is a podcast that explores all things AEC marketing. Hosted by Middle of Six Principal, Wendy Simmons, each episode features members of the MOS team, where we take a deep dive on a wide range of topics related to AEC marketing including: proposal development, strategy, team building, business development, branding, digital marketing, and more. You can listen to our full archive of episodes here.

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