Board retreat for K’oyitl’ots’ina, Limited

CLIENT: K’oyitl’ots’ina, Limited from: 05/01/2015 - 05/29/2015
Koyitlotsina

Opportunity

K’oyitl’ots’ina, Ltd held a strategic planning retreat to gather corporation board members and key staff to consider together current assets and areas of expertise while identifying new goals, priorities, and opportunities for growth in new lines of business.  They also wanted to discuss succession planning to ensure stability and opportunity for shareholders.

Athena's Role

To prepare for the retreat, The Athena Group reviewed relevant materials and conducted telephone interviews with each participant to ensure that the facilitated retreat was well tailored to the specific needs and goals of the group. Next, we designed and facilitated a 2-day retreat, which took stock of current operations and projects, discussed of current concerns, challenges, identified key assets (including people, land, facilities, existing revenues, and borrowing capacity), identified goals and economic development priorities (including growth of existing operations, new opportunities that have synergies with existing operations and potential new ventures, and potential partners), set metrics, and established next steps and a plan of action.

The Results

The Board took important steps to outline an action plan to determine and implement priorities, as well as to provide a record and guidelines for future leaders and staff. Through open, respectful, and collaborative discussion, Board members and executive staff emphasized the importance of maintaining and building a strong company to meet the needs of shareholders today and into the future.

Their path forward will use best practices shared during the retreat, and leverage the many strengths of the company and its people. K’oyitl’ots’ina, Ltd. is in an excellent position to build on those strengths, set a clear vision for the future, and provide significant benefit to its shareholders and their communities.

MEMBERS AND STAFF

  • Paul Horton

SERVICES

  • Organizational Resilience