Start here · SII resources
Finish 2026. Choose your 2027 direction.
A one-page working agenda for reviewing the tools, choosing priorities and leaving with a next step.
Download the PDFUpdated 21 September 2026
Retreat working agenda
September 24-27, 2026 | Discussion order for Dee; assign session times at the retreat.
1. Look back before adding more
What helped members in 2026? Review the existing business guide, planning worksheet, bookkeeping template and community resources. Mark each: keep, refresh or retire.
2. Give the library a clear structure
Walk through five shelves: Speak clearly; Plan your work; Know your numbers; Use your time; Reach people. Match each resource to a problem a member brings.
3. Put one tool to work
Choose a bio prompt, a weekly plan or one task to hand off. Work privately in a blank copy, then share the lesson without member or client details.
4. Finish this year with focus
Choose one useful result for the rest of 2026. Record the first action, who owns it and the review date. Keep other ideas on a later list.
5. Choose the direction for 2027
Name up to three priorities for SII. For each, identify the member need, the resource or support required, an owner and a way to tell whether it helped.
6. Keep bringing members back
Choose a monthly resource spotlight and someone to check links and dates. Use the return-to-the-library posts instead of starting from scratch each time.
Leave with a decision
- 2026 result / first action / owner / review date: [your notes]
- 2027 priority / member need / owner / measure: [your notes]
- First library spotlight / person posting / date: [your notes]
Take one next step, then return to the library when you need another tool.
Explore the resources