Forum Supercharge / Retreats

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.

  • 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.

Bert has helped my senior management team and me personally. He aided each of our executives to become more aware of our strengths and weaknesses, and how to better play to each other’s strengths. He enabled us to see different options to resolve conflicts that we alone could not see. He assisted me personally by encouraging me to grow into the person he believed I could become. His wisdom has helped me see life another way; a fundamentally more beneficial way.

Reggie Dupre, CEO, Dupre Logistics, LLC., Lafayette, LA

For the years that Bert has served as faculty in our Notre Dame Integral Executive Education MBA program, he has offered powerful learning regarding the complexity of challenges that accompany real change. His areas of expertise involve his understanding of the hidden dimensions of the growth and development process, and how to bring communication skills, conflict management and taking broader perspectives to bear on otherwise intractable problems. Bert is congenial and well liked by the students and faculty, and his presence as a facilitator is complemented by the depth of his understanding of the nuances and sophistication of the Integral model. He is indeed a world-class expert in these regards, and our program has been fortunate to continue to learn from his many gifts.

Leo Burke, Program Director, Notre Dame

Bert is not only a world-class professional trainer, but he does so with a confidence that is complemented by highly attuned interpersonal sensitivity and empathic attunement. People are drawn to Bert as a person, enjoying his openness, authenticity and warmth. I would be delighted to furnish any further information, either written or via telephone, that might assist you in your decision-making relative to Dr. Parlee.

Rick Fort, President, ESM

As a large enterprise level organization moving towards increased global complexity, we needed larger, more empowering frameworks within which to manage our many complications and contradictions. Bert introduced us to Polarity Management and related Integral mental models, allowing us to have next level conversations with new stage concepts. Over the next few years with Bert serving as coach, facilitator, coach and consultant, our leadership team was much better prepared to negotiate the shift from a print to a digital foundation.

Vince O’Brien, President, ESM

In 2008 I was fortunate enough to participate in one of Integral Institute’s Leadership Seminars that was facilitated by Bert Parlee and other world-class integrally informed thinkers. I was so inspired by Bert’s leadership skills and presentation style that I invited him to participate in a transformative initiative being implemented by the Government of British Columbia’s Ministry of Employment and Income Assistance. By means of executive coaching and staff training seminars, Bert pla…

Wayne Reid, Manager: Transformation and Implementation, Government of British Columbia, Provincial Services

Our “next generation” management team training program has been a much smoother process due to Bert Parlee’s expert leadership. There is no doubt in the owners’ mind that Bert has been successful in ways that went beyond the current owners’ thinking and training methods for their next generation team. We are delighted that things are working much better than expected due to Bert’s leadership.

Clayton Smith, CEO, Smith Management Inc., Dallas