Annual Planning Retreat For Families Video Guide (+ Templates)

Who Are We?

Hey there! We’re Blake and Chandler Allsmith—married for 16 incredible years and proud parents to seven amazing kids ranging from newborn to 13 years old. For over a decade, we’ve been using systems to juggle our multiple businesses and our lively household. We’re also the co-authors of the upcoming book, The Family Framework: Simple Habits To Bring Connection, Clarity, and Consistency Home.

Our annual family retreats have completely transformed our family’s connection, direction, and overall happiness. Now, we’re beyond excited to share this experience with you through “The Ultimate Annual Retreat For Families Guide.”

Why Did We Create This Course?

We get it—life is busy, and finding uninterrupted time to truly connect as a family can feel impossible. But here’s the thing: dedicating focused time each year has allowed us to grow wiser, become closer, and align our family’s path like never before. We created this course to give you everything you need to plan and execute a meaningful retreat that will strengthen your family’s bonds and set you up for an incredible year ahead.

Challenges You Might Be Facing:

• Struggling to carve out quality time for deep family connection

• Not sure how to plan a retreat that’s both productive and enjoyable

• Difficulty getting everyone on the same page with family goals and priorities

• Feeling disconnected due to hectic schedules and daily routines

• Wanting to tackle family challenges but lacking a structured approach

Course Content Overview:

• Video 1: Intro

• Video 2: Day 1 / Session 1: Year In Review

• Video 3: Tips for Year In Review

• Video 4: Health + SWOT Analysis

• Video 5: Tips & How to Use SWOT

• Video 6: Team Health

• Video 7: Tips for Team Health

• Video 8: Individual Health

• Video 9: Tips for Individual Health

• Video 10: Day 2 & Mission/Vision/Values Review

• Video 11: Tips for Mission/Vision/Values Review

• Video 12: Create Your 1-Year Plan

• Video 13: Tips for Annual Goals

• Video 14: Set Quarterly Goals

• Video 15: Tips for Setting Goals

• Video 16: Solving Problems

• Video 17: Tips For Solving Problems

• Video 18: Wrapping Up

• Video 19: Tips On Ending

What You’ll Learn:

• Effective Planning: How to plan and execute a family retreat that brings lasting benefits

• Yearly Reflection: Techniques for reflecting on the past year to gain wisdom and insights

• SWOT Analysis: How to conduct a SWOT analysis to identify your family’s strengths, weaknesses, opportunities, and threats

• Team Health Strategies: Methods to enhance team health and deepen your relationship with your partner

• Mission Alignment: How to review and refine your family’s mission, vision, and values

• Goal Setting: Strategies for setting meaningful annual and quarterly goals aligned with your family’s vision

• Problem-Solving Skills: Techniques for addressing and solving significant family challenges together

• Balanced Approach: Tips for balancing productivity, connection, and fun during your retreat

Includes:

• 19 Guided Videos: Step-by-step instructions with real-life examples and insights, plus an exclusive look at our own annual retreat

• Slides PDF: Downloadable slides to follow along with each video

• Journal-Style Outline: A detailed outline to guide your retreat and capture important insights

• Google Spreadsheets Template: Digital templates to organize your year-in-review, SWOT analysis, goal setting, and more

Frequently Asked Questions

Who is this course for?

This course is for any family eager to strengthen their connections, align on shared goals, and create meaningful traditions that foster growth and unity.

Do we need to leave home for the retreat?

Not necessarily! While getting away can enhance the experience, we’ve got tips for hosting an effective retreat whether you’re at a cozy getaway or right in your living room.

Will this course help with managing family finances?

While we don’t focus solely on finances, we do cover how to align on financial goals and incorporate budgeting discussions into your retreat.

Can I share this course with others?

This course is licensed for individual family use only. For group rates or sharing options, please contact us at allsmith.org.

Can I be your affiliate?

We’d love to partner with you! Reach out to us for more details through our website.

Have more questions?

We’re always here to help! Feel free to reach out anytime through our contact page at allsmith.org.

Ready to transform your family’s connection and direction? Join us in “The Ultimate Annual Retreat For Families Guide” and let’s make this your family’s best year yet!