YPO

Young Presidents Organization

Which Retreat Is Right for My Forum?

Customized Retreat

If your forum has mastered the basics and is ready for the next level, you need a Customized Retreat. Kaley can help you identify and explore themes that stretch and deepen your forum.

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Transformational Forum

If your forum is interested in a new way of being, you could be eligible for Transformational Forum. This retreat requires a spirit of transparency, curiosity and self-revelation, which form the foundation for deep personal and professional insights.

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Forum Training

If you are a new YPO member, launching a new forum, or looking to make sure you start on the right foot, Forum Training will ensure you have the foundation, tools, and knowledge of each other you need to create a rich forum experience.

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Chapter Events

Kaley is a highly sought-after resource for YPO chapter events, area conferences, and universities. She works closely with the Education chairs and Event Champions to create memorable experiences for YPOers, WPOers, and spouses.

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Customized Retreats

Based on common experiences, situations and goals, Kaley works with the group to identify themes to explore. Popular themes include balance, legacy, personality, goals, conscious leadership, seeing blind spots, and deepening Forum sharing and knowledge. Through responses to a confidential questionnaire and discussions with the Moderator or Retreat Chair, Kaley tailors the exercises, facilitated conversations and processes into a cohesive working agenda. From a Supercharge to a uniquely crafted retreat, often members - and the entire forum -  experience breakthroughs in their lives.

Contact Kaley to discuss your retreat goals.

Kaley’s approach to Forum Retreats

Transformational Forum

Transformational Forum is the next era of Forum. TF complements and significantly expands on YPO-WPO’s proven Forum model, representing the cutting-edge best practices of small-group leadership, interpersonal dynamics, and personal transformation.

This retreat is the best way to learn the new Four-Step Presentation Model. The end goal is to transform the type and depth of discussions to deep and meaningful levels.  This offers the opportunity for continuous member learning – about themselves and about how to interact in a more open, personal and authentic way.

The "movement" for Transformational Forum was started by Shirzad Chamine's article. For details on the Forum retreat structure, read more here, or contact Kaley for how it would work in your Forum.

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Forum Training

Forum Fundamentals

Forum Fundamentals ensures every member is familiar with the guidelines, norms, protocol and meeting structure that help Forums provide high value.

The program ensures each attendee is equipped with:

  • Vision: a shared definition of what you want your forum to be or the skills to define it in your Forum.
  • Guidelines: the structures, agreements and best-practices that keep the forum on track.
  • Structure: the best agenda and processes to get the most out of your time together.
  • Protocol: a common language to explore issues and deepen sharing.
  • Self-Exploration Basics: the building blocks for meaningful presentations and explorations.
  • Conflict Skills: a proven tool to safely and respectful address conflict or issues.
  • Foundational Coaching Questions: a methodology and structure for helping presenters identify the true question they want to address.
  • Topics to Explore: a list of worthwhile individual and forum explorations.

Moderator Training

The success of a forum is greatly affected by the leadership of its moderator. Ideally, the moderator and assistant moderator can attend together to enhance the adoption of “Best Practices”.

Topics covered include:

  • Shared Principles: ensuring your Forum has the foundation to support the best possible experience.
  • Going Deeper: From updates through experience sharing; creating a meaningful level of sharing among all members.
  • Meeting Structure: Creating the most effective agenda and protocol.
  • New Tools: Training on YPO’s new 4-STEP presentation process.
  • Meaningful Presentations: How to use the various presentation formats for highest take-home value.
  • Addressing Conflict: Safely address conflict and reach resolution within a forum.
  • Continuous Growth: Guidance to identify and adjust to your forum’s stage of life.
  • Moderator Exercises, Tips and Tools: Tactical suggestions to help a moderator be successful.
  • Tailored Topics: Specific areas of interest or concern for attendees.
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Chapter and Education Events

Kaley is a highly sought-after resource for YPO chapter events, area conferences, and universities. She works closely with the Education chairs and Event Champions to create memorable experiences for YPOers, WPOers, and spouses.  Events range from 45-minute addresses to multi-day Presidents Retreats. Participants finish the event bonded, with Forum-like relationships at the Chapter level, take-home value, and higher commitment to the group and all Education events.

Contact Kaley to discuss future Chapter and Education events.

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Testimonials

"I’ve had the pleasure of working with Kaley in forum retreats, forum training and corporate training. Kaley should be considered as a resource for any YPO forum or corporate training. It would be a loss to any organization if they did not access her wealth of knowledge.”
Randy Brodsky
President, Primus Aerospace
Rocky Mountain YPO Forum Officer

Contact Kaley about facilitating your next retreat

Contact Kaley