Retreat
at Tan-Tar-A
Sunday, July 13, 2014
Failure Coach LIV
Irene Siena was
clear that she wanted the board and key stakeholders to regroup and plan for
the future of AEFFSF. So Abbeshire &
Bluestone suggested a retreat to inspire, invigorate and get everyone on the
same page. “Tan-Tar-A Resort is located directly on the Lake of the Ozarks just
far enough away for everyone to focus on positive ways to marry business with
pleasure.” Says Daniel Bluestone, in his most persuasive client pitch mode
tone.“Beautiful views of the Lake of the Ozarks,” he paused, smiled and added
“It doesn’t hurt that it is also a premium golf destination for those so
inclined.” Daniel already knew he would likely be able to convince Bob Caster,
Alan Edgewater and a player to be named later to fill a foursome on Thursday.
That round was scheduled with the fourth golfer being Jimmy, an
audio/visual/computer tech Abbeshire & Bluestone contracted to make sure
all things involving technology were managed flawlessly. Jimmy was a soft spoken
twenty-something with a smooth swing and a natural athletic ability. This team
bonded on the golf course, all sharing a desire to facilitate a first rate
retreat.
The early October
weekend arrived and the foursome became the informal advance team. They were ready
as the proceedings kicked off. An orientation and a full day on Friday spilled
over into sessions on Saturday. There still would be time to relax that weekend,
go for a boat ride on the lake, play golf, BBQ whatever. Extending through
Sunday was also an option and it seemed like that was a popular idea for many
participants. AEFFSF reserved a block of rooms at a group rate in advance.
Alan shuffled
papers with notes as he facilitated brainstorming, breakout sessions and
teambuilding exercises. 10 of the 12 board members were able to participate. Only
two board members had unavoidable conflicts but submitted input in advance which
was summarized by Abbeshire & Bluestone account managers. One-on-one and
small group interviewing techniques to probe initiatives and generate innovative
thinking applied. The discussion guide for interviews served as a sort of
outline for Alan Edgewater as he challenged the group to think outside of the
box. In all they occupied 22 rooms. Abbeshire & Bluestone staffers doubled
up in three of those rooms. Jan Abbeshire and Daniel Bluestone shared a suite.
Irene Siena, Alan Edgewater, Bob Caster, Lori Ripp and the remaining board
members about half sans-spouse. In all, 32 guests enjoyed the amenities of
Tan-Tar-A while sessions averaged 20-24 people with staffers quietly recording
events and running around managing scheduled breaks.
The retreat was a
blockbuster success. Board-members, agency and support people in and around the
AEFFSF were fired up. Alan Edgewater was the perfect catalyst for distilling
the accomplishments thus far and projecting a vision for the organization going
forward. The team from Abbeshire & Bluestone were brilliant in capturing
the essence of the proceedings while video segments punctuated accomplishments
of the scholars. Edited with quality footage from the Newark public television
production, the Philadelphia awards evening and highlights of Alan Edgewater
and a moving tribute to Coach Robert Siena left not a dry eye in the house.
This was not your average non-profit. This was big and was destined to become
even bigger as board members enthusiastically supported the notion of adding
value to assure continuing success of not only the scholars into perpetuity but
also their families. In addition, it was clear that the schools liked the idea
of fortifying the award with amenities and accommodations of their own. Being
among the schools was becoming an honor on educational opportunity unlike any
other. The University of Miami, Oberlin College, Pittsburg State University and
New York University all received unprecedented social media activity followed
by almost instant recognition of the AEFFSF scholars who became almost
overnight celebrities. Johnny Appleseed, as the first recipient grew into the
role as elder statesman with an eye on law school, Andrew Valentine was
instantly recognized as a talented vocalist with viral videos with more than a
million views, Alicia Apricot was surprised at how her interest in Construction
Management vaulted her into a celebrated spokesperson for careers in
construction through the Association of General Contractors (AGC) and Gloria
Beck instantly capitalized on her existing franchise of followers featuring examples
of her acting triumphs.
The team at
Abbeshire & Bluestone synthesized the notes and within three weeks
generated what was to become a beautifully written and designed strategic
platform with a dozen specific actionable steps, six of which were short term
and six of which were long term objectives. Each supported by comments and
reactions to the Tan-Tar-A weekend retreat.
Short Term
1. Continue to champion the AEFFSF
scholars
2. Continue to offer the
unconditional annual awards (i.e. not
based on academics, athletic or other ability).
3. Leverage the success of the
scholars with leadership grants through AEFFSF even as they graduate (i.e.
assist scholars interested in post graduate training or career launch)
4. Produce annual report and
documentation with optimal transparency
5. Selectively and conservatively
support family and influencer network activity with incremental funding
6. Continue to develop unprecedented
model for scholarship
Long Term
1. Assist in placement/role for
scholars to assume leadership for future successes
2. Train future leaders to propel
sustainable AEFFSF for 100 years or more
3. Manage fund for growth to keep
the AEFFSF infrastructure relevant and healthy
4. Develop an academic circle for
participating universities/institutions willing to offer attractive benefits
for AEFFSF scholars
5. Develop incubator for
entrepreneurship based on leadership direction suggested by scholars
6. Make Alan Edgewater Failure First
Scholarship Fund (AEFFSF) the gold standard of non-profit enterprise
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