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What happens on Day Three of a family business retreat?

Framework: Three-Day Family Retreat · Chapter: Appendix 4: Retreat Agenda

Day Three turns alignment into action. Kris Kluver, in The Dysfunctional Family Office, structures the third day around two objectives. Finalize the previous days' work. Determine a clear plan going forward. The agenda runs check-in, a recap of the prior two days. Opportunities and challenges. Monthly cadence. Rituals. The Charter. Peer Circle introductions. Specific action items, and conclusion. Day Three is the tactical day. The family commits to specific structures that will hold the work in place across the next year. Monthly family meetings on a set cadence. Family rituals that build connection across generations. A Family Charter that captures the agreements. Peer Circles for the leaders who need ongoing support. The structures matter because the relational gains from Days One and Two are perishable without them. By the end of Day Three, the family has a written plan, named owners, and dates.

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