

You're invited to join us for
our 2-day strategic retreat for SME leaders
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on 26th & 27th June 2025
Shrigley Hall Hotel & SpaÂ
Hosted by
David Searle & Lucy Rennie
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The Challenge: Being stuck on the dreaded 'hamster wheel'
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Let’s face it. We know you’re probably really good at setting goals and creating plans. But when it comes down to it, how good are you at making sure you and your team are actually taking aligned, focused action? How good are you art moving your business forward?Â
For so many business owners, this is the hardest part.
Month after month, year after year, you find yourself having the same conversations, creating more action plans, but not getting any closer to your goals.
The cycle continues, and nothing seems to change. It is exhausting!
This retreat is designed to help you break free from that vicious cycle.
You need your team to focus on what will actually move the needle forward and make a real difference in your business. And we believe it has to start with you, as the leader, by modelling your behaviour and demonstrating to your team what’s important and how to stay on track. It starts with what we call 'felt leadership' which means it's up to you to lead by example and create the safe space in your business that empowers your people to take aligned and focused action.
This retreat isn’t just about making more plans. It’s about giving you the tools and strategies you need to take action, remove distractions and actually follow through, so you can make measurable progress and see tangible results in your business.Â
Reserve my place
Join us for a two-day immersive experience designed specifically for ambitious SME owners who are ready to move their business forward.
Your Investment:
The Clarity, Focus & Action Retreat is priced at just ÂŁ475 + VAT per person.
This price includes everything you need for the two-day experience including all meals, refreshments and workshop materials, but does NOT include your accommodation at Shrigley Hall Hotel & Spa*
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Clarity on
Vision & Goals
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Practical Tools & Frameworks
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A Bespoke Communication Plan
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Actionable Tasks & RoadmapÂ
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Your business transformation starts here
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This is your opportunity to:
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Gain crystal-clear clarity on your business vision
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Develop a strategic roadmap to drive growth and success
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Design and test out a tailored communication plan that aligns your team and moves everyone towards your goals
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Leave with practical tools and an action plan you can implement immediately
This retreat is action-oriented, which means you'll walk away with a clear and tested plan to make sure you get real results and move your business forward.
Vision without Implementation is merely Hallucination
-Â Thomas A. Edison
What to expect:
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Day 1: Vision, Strategy and OKRs
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Defining Your Vision: We’ll start by uncovering the vision for your business and how to make it a reality.
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Building your Strategy House: Through strategic planning and the OKR model, we’ll break down your vision into clear, measurable objectives and aligned initiatives.
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Hands-on workshops: Discover tried and tested tools and different ways of doing things, explore different perspectives and identify new skills to enable you to refine your toolkit and leadership skills.
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Collaborate with other SME leaders: Share experience, feedback and advice with other business leaders and create the roadmap for your business.
Day 2: Communication and Execution
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Designing your communication plan: Develop a comprehensive plan to communicate your vision and strategy to your team, so everyone is engaged, aligned and knows where to focus their time and resources.
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Refining your plan: Get real-time feedback from peers, test your ideas and refine your approach. You’ll leave with a plan that’s ready to be delivered.
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Actionable next steps: Leave with a clear roadmap and actionable tasks to implement right away over the next 90 days and move your business forward.

Reserve your place now
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Don’t miss out on this opportunity to gain the clarity and focus you need to take action in your business.
Spaces are limited, so sign up now to ensure your place and start moving your business forward.
What makes this retreat different?
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We want to empower you to move from theory to action. It’s not just another business event where you leave with a head full of ideas and a pile of notes you’ll never look at again. Instead, we focus on results.
Here’s what you’ll get:
1) Clarity on your vision & business goals. We’ll help you define where you want your business to go and break that vision down into clear, actionable goals.
2) Your own bespoke 'Strategy House'. Create a solid, strategic foundation using the OKR (Objectives and Key Results) model. Develop pillars of success that will guide you and your business towards achieving your ultimate goal.
3) Communication strategies and tools. Learn how to communicate your vision both internally and externally to get buy-in from your team and drive momentum.
4) Actionable next steps. You’ll leave with a tailored action plan, full of practical steps and tools that you can begin implementing immediately to start seeing results in your business.

Meet your hosts

Meet Lucy Rennie
Lucy is a Business Excellence and Strategic Communications Consultant, Coach, Mentor and Non-Executive Director. She is the author of the bestselling book 'Clarity, Communication and Connection, Three Clear Steps to Future-Proof your Business' and host of the podcast The Future-Proof your Business show.Â
With over 25 years of experience driving business communications and marketing strategies in some of the world's largest organisations, including the global steel and mining company, ArcelorMittal where she was Head of Communications, supporting more than 300 sites around the world. Today, through her consultancy LR Comms, established in 2015, Lucy partners with predominantly manufacturing and engineering SMEs, advising leaders and teams in strategies for sustainable growth, effective communications and building EXCEPTIONAL brands.

Meet David Searle
David is an Organisational Health Advisor, Executive Coach/Mentor and Non-Executive Director. He is one of the UK’s leading practitioners in analysing the Health of organisations and identifying opportunities to improve performance through Leadership, Teamwork, Culture, Structure and the Clarity of Strategy.
With over 25 years of experience of organisational improvement of manufacturing businesses in both Private Limited and PLC organisations, culminating in leading an SME manufacturing business producing medical and aerospace components, David has developed a skill for identifying weaknesses in organisations and applying the tools and techniques to develop healthy organisations.
David founded his own Business Consultancy, Shine Associates in 2013 predominantly supporting SME manufacturing businesses going through cultural and performance transformation and change programmes.
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Frequently Asked Questions
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