Every year forums are expected to go on a retreat. At their best, these two to four day occasions strive to combine fun and learning in a comprehensive program that seamlessly honors both.
- Prior to retreat, I will have phone discussions with moderator, and the forum will sometimes complete an online survey. These data points allow for an informed sense of where the challenges lie, what may be off track.
- Based on this knowledge, I’m then able to design and craft relevant and timely exercises to address these issues, and help forum move to next level.
- Sometimes, if the forum has gotten off track, this involves a return to getting the basics of forum right. It can involve reconstituting either the structure or the spirit of forum, or both. Usually, along with revitalizing the core concepts, experiential learning exercises are deployed to deepen connection and enhance authenticity of sharing.
- I also often introduce learning models whose dynamics and practices equip members with new tools and skills both for forum and in other areas of their life.
- Some of the processes and principles that are outlined in “TRAINING” section on this site are examples of learning models I will often use as frameworks for YPO Forum learning.
Many retreats achieve high value by going straight into issues and topics that are identified by the forum questionnaire. Other forums choose to explore these issues through the lens of mental models that allows them look at these dynamics through new eyes, and of extra importance, to then take the forum retreat learnings back to their business and personal contexts. Usually our style and “way of being” in the world cuts across contexts. We’re the same people and tend to behave similarly in different situations and contexts since our style is relatively stable.
As we’re able to explore our patterns with vulnerability in the safe container of the YPO Forum environment, we’re then more easily able to translate these learnings into other dimensions of our lives.
- A high performing forum is dedicated to the shared vision of constantly becoming an ever greater, evolving group of excellence and depth. A powerful retreat experience supercharges this achievement.
For more information on what I bring to my retreat experience, see the link to further materials that are outlined on this website at the FACILITATION/KEYNOTE page, as well as the models outlined under the “TRAINING” tab on this site.
Our WPO Dallas Chapter is appreciative of your excellent work in helping to kick off and facilitate the first meetings with new forums (both member forums and also NextGen forums). Members of the young adult forum were inspired, and told me you were terrific in helping them with the need for commitment, mutual respect and confidentiality. Recently, some of us WPO’ers were reflecting on how you bring a creative blend of support and challenge to forum work, so as to bake the learning without burning it. Thank you for walking us along that edge.
Bert is an exceptional teacher and an invaluable partner in our YPO Forum training program. What sets Bert apart is not his strong ability to connect a new YPO member to the core principles and values of Forum. Rather, it is his ability to help a YPO member truly experience the power of Forum as part of the training experience that makes him so special. I never hesitate to ask members to spend a whole day with Bert because I know they will leave that day energized by the power of Forum and even more excited about the value of YPO. Inviting Bert into your forum creates transformation. Indeed, it may prove to be the most transformative experience your forum will have.
Just a quick thank you for the Forum Fundamentals training yesterday. I have a much deeper appreciation for the concept and the beauty of what I consider to be a very exciting part of YPO. Your teaching style is at once informative and creative. “Playfully insightful” captures it for me.
Thank you for meeting with our forum. We were in a “make it or break it mode”. After taking the time to get recalibrated with our forum and recommitted to our goals, all of our members decided to stay with our forum. Since then, we have all put forth more intentional effort to prepare for our meetings and to go deeper in our presentations and updates. The value the members have been able to take away from our meetings has increased tremendously. I appreciate your help in getting us focused on the possibilities that we had in our forum that we had forgotten how to achieve. Thank you for your preparation for our meeting and for steering us to the realization that we wanted to achieve more and could achieve more from our forum experience.
I wanted to thank you for the training and coaching you conducted for our chapter. You were definitely the man for the job! I was very worried that one person wouldn’t be able to address all the different needs that our chapter had through a weeklong process with so many different forums. But your background and education proved to be EXACTLY what we needed. Your name continues to be brought up at our chapter events and we look forward to working together in the future. Thanks again for the successful training and moderating… let’s stay in touch.
Bert stands out amongst other YPO facilitators I’ve experienced over the years. I would recommend his expertise highly to forums interested in a powerful learning experience. Bert brought a very thoughtful and client centered approach to our forum retreat. It was just what we needed. Amidst some standing challenges, he skillfully facilitated a raw and natural working-through process. Bert was pleasant, affordable and accommodating, and I would highly recommend him to others.
Bert crafted an amazing YPO retreat experience, and he is a pleasure to work with altogether. We made great strides in creating a solid foundation for our group to build upon going forward. He makes magic seem so easy. Moreover, Bert’s communication skills are best in class. Whether your forum is well seasoned or just starting out, if you are stuck or you’re thriving, Bert will meet you where you are and take your group to the next stage.
Bert’s teaching mastery unfolds naturally. He puts you at ease and you trust him right away. His well-developed sense of humor is complemented with a breadth of knowledge that makes learning a fun journey of discovery.
Bert stands out amongst other YPO facilitators I’ve experienced over the years. I would recommend his expertise highly to forums interested in a powerful learning experience.
Thank you for facilitating our retreat. Everything that had been stuck moved along so surprisingly well. We accomplished what I’d only dreamed we could. And thank you so much for the bonus talks in the car which were eye-opening and mind-changing. Wow! Life is full of twists, turns, and surprises.