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General Farm & Ranch Operations

Farm Strategy Retreat Planning Guide

A farm strategy retreat planning guide for owners and partners who want a day away from chores to think about direction, covering preparation, agenda and follow-up.

Download free PDF1 page, US Letter, prints clean in black and white

GuideGeneral Farm & Ranch OperationsFree PDF

The steps on this page

  1. Set the purpose of the retreat
  2. Choose participants
  3. Pick a quiet location and date
  4. Gather records and data ahead
  5. Draft an agenda
  6. Assign a facilitator
  7. Discuss strengths and concerns
  8. Agree on priorities
  9. Write action items
  10. Schedule follow-up check-ins

How to use this guide

Read the steps once through before you start, then keep the page nearby while you work. Use the notes lines to add what your own setup needs.

Where to check the details

This sheet is a general template, so confirm specifics with your own manuals, labels and local rules. For current official guidance, start with eXtension and Farmers.gov.

For more in this area, see the rural farm life guides. Between chores, farm.FM has farm humor, including Farm Succession Planning, and farming farm stories.

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