The Balance: Being and Doing Retreats

For those organizations seeking alignment through a visioning process, I partner with Sara Rose Tannenbaum to offer uniquely layered retreat and facilitation experiences that blend deep relational presence with strategic clarity. Our collaborative model blends a grounding in mindfulness and coaching with the development of organizational identity, systems, values-based planning, and soulful structure. Together, we support teams and leaders to reconnect, recalibrate, and realign — through immersive retreats, mission/vision/values work, and integration experiences that feel as nourishing as they are effective.

The “Being & Doing” Retreat — A Fully Facilitated, Values-Based Team Retreat

What’s Included:

  • Day 1 (Being): mindfulness, nature immersion, coaching activities

  • Day 2 (Doing): mission/vision/values, strategy, systems focus

  • All meals, tea ceremony, amenities, and art/journaling resources

  • Optional overnight stays to deepen rest and integration

Ideal For

  • Teams in need of reconnection, realignment, or relational repair

  • Organizations shifting culture, revisiting vision, or preparing for growth

  • Groups ready for reflection and structured next steps

Build it."From Insight to Intention" — Strategy Work with Soul

Overview

A values-driven, one-day (minimum) facilitation experience, grounded in connection and clarity. Though more focused on the “doing,” this offering integrates presence practices and relational facilitation to ensure strategy doesn’t come at the expense of humanity.

What’s Included

  • Mission, Vision, Values facilitation

  • Team agreements, communication rhythms, or systems design

  • Opening/closing connection practices

  • Can be paired with a pre-meeting or follow-up coaching

Ideal For

  • Organizations seeking strategic alignment without “off-the-shelf” consulting

  • Teams who can’t travel but want something deeper than a typical work session

  • Groups that want to move intentionally, without losing soul

Dream it.

It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.