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Caption: Elk City ‘team’ employees with BVA Advanced Eye Care play team-building games, complete with “Row your Boat” T-shirts. The ophthalmologists get in the game as well, with Dr. Brian Morgan who serves western Oklahoma, center.

Eye care business sees rewards of employee retreats

By Paula Burkes Erickson
Business Writer

The Oklahoman, Feb. 19, 2006

It's the middle of a work day and the employees of BVA Advanced Eye Care are playing Jeopardy. They're not watching TV, but listening intently to their executive director Sandy Boles as she assumes the role of Alex Trebek.

Tips for effective retreats
Agree on a strategy. A muddled strategic direction leads to confusion and allows people to decide individually what's important.

Evaluate work processes. Identify and eliminate processes that no longer serve a real purpose or create value for the company.

Invite dissenting views. Discuss the feasibility of and possible objections to proposed changes. It's better to address dissension openly, than deal with it back at the office.

Encourage fresh thinking. Working in smaller break-out groups, employees often come up with terrific ideas for addressing long-standing problems.

Source: "Retreats That Work: Everything You Need to Know About Planning and Leading Great Offsites" by Merianne Liteman, Sheila Campbell and Jeffrey Liteman.

"This employee once taught sign language to kids," Boles said.

"Who is Jaimie Seigal?" a few employees yell. ... "Is that why she works so well with us?" a stray contender jokes.

The 108 employees are playing on teams from their respective offices, including Edmond, Norman, Tulsa, Elk City and Ada, during a day-long retreat. Last year, BVA cared for nearly 56,000 patients; its nine surgeons performed 18,000 cataract surgeries.

"This day is about celebrating the people who work for us," Boles said on a break. "When we come together, everyone's name is important."

BVA's four annual retreats so far have followed a "Fish" theme, based on the world famous Pike Place Fish Market in Seattle, whose employees transformed it from a small company on the verge of bankruptcy into an extraordinary model of success. "Choosing one's attitude," "making the customer's day" and "being present" are among the energizing philosophies.

This year's retreat cost BVA about $50,000 in expenses and lost work time, Boles said. She thinks it's time worth losing.

"We realize our return on investment in customer service," she said. "When employees feel the boss appreciates them, they exhibit more confidence, self esteem and belonging to a large group."

The annual retreats also improve the relationship and understanding between employees and doctors, BVA president Brad Britton said. Moreover, they generate dozens of process improvements, he said, from resolving billing problems to reducing patient wait times.

Companies shouldn't sponsor retreats just for the sake of team building, said Merianne Liteman, co-author of "Retreats That Work" and an Arlington, Va.-based facilitator of offsite retreats. "Something good won't necessarily happen, just by bringing people together," she said.

Retreats are only important, Liteman said, when there is a serious need for positive, sustainable change. Needs, for example, may include better collaborating departments, more client-focused employees or fresh responses to new opportunities in the market.

"Retreats are about looking closely at what you do and getting rid of what just doesn't work anymore," Liteman said. "They can be load-lightening; like throwing away all the junk in the attic that's gathering dust. Best of all, your team is taking control and making the tough choices together."

Oklahoma City-based Love's Travel Stops & Country Stores Inc. holds annual retreats for its estimated 30 senior staff members, said Doug Stussi, chief financial officer. This year's retreat was held the second week in January in Phoenix.

"What we call our 'difference makers' share their individual goals for the year," Stussi said. "And when we put them together, that drives the goals for the whole company." Love's, which had roughly $4 billion in revenues last year, has 4,500 employees at 182 sites in 30 states.

Delta Dental of Oklahoma holds retreats sparingly and then only with its senior staff and board members, said John Gladden, chief executive officer. The retreats typically culminate year-long strategic planning processes, Gladden said. But those only happen every three to five years.

Delta held its most recent retreat -- a three-day event with several feedback sessions and one sailing social -- in Naples, Fla.

"Holding a retreat in town -- even offsite -- is difficult," Gladden said, "because it's hard to disconnect your mind from the daily business. You have no time to think about strategy and long-term goals because you're so busy doing what you're doing."


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