Ep. 232 | How to Lead an Annual Family Summit
The Family Teams Podcast
Jeff Bethke
4.9 • 729 Ratings
🗓️ 27 January 2020
⏱️ 5 minutes
🧾️ Download transcript
Summary
Jeremy and Jeff discuss leading an annual summit.
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Transcript
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| 0:00.0 | just take a stock and an assessment of how did the family do this year? Was it healthy? Were we |
| 0:04.6 | thriving? What's it? What's up guys? Jeff and Jeremy here. We want to talk about this week |
| 0:13.6 | how to lead an annual family summit. Now, if you're listening to this, don't think it's too late also |
| 0:18.8 | because we're still in like the first monthish of the year. And to me, that's really, you know, still a really good time to this. Don't think it's too late also because we're still in like the first month-ish of the year. And to me, that's really, you know, still a really good time to do it because you still have the entire year ahead of you. So don't think like, oh, I got to wait until the end of this year or whatever to do it. But then how do we do it or why is it important? And I think a family summit is deeply, deeply important for a couple reasons. One, there's no other organizational structure that doesn't do something like this. Almost all businesses do off-sites, do retreats, do quarterly summits or meetings. And then they certainly do some type of end-of-the-year review is sometimes what they call it. Churches do this with like planning out the content and the sermons and the vision from the elders. |
| 0:54.9 | I mean, every single organizational structure has some level of kind of marking the annual |
| 1:00.3 | rhythm to look back, look forward. And what is also really true about those that also we don't |
| 1:06.1 | do as much in our personal ones is a lot of them spend almost as just as much time looking back |
| 1:10.3 | as they do looking forward, right? |
| 1:11.7 | I think so much when we get to the personal, we just like goals, goals, goals, future, future. When I like, you know, I think they do that in those. But a lot of times, like, even what I just said with the business, it's called an end of the year review. So that actually has nothing to do it next year. It's like you're just looking at this last year. And what that does is looking back of the last year automatically already starts kind of setting the tone for next year, if that makes sense. Like you almost know what you need to work on by looking at last year. You almost don't even have to have that conversation by looking at the review. And I think reflecting is really important. We and Alyssa did a whole episode on this on the real life podcast, but on how we kind of craft it. But I think, yeah, in general, what would it look |
| 1:46.3 | like to set a day or two aside? And for us, when I say a day or two, I mean, we did it in kind of blocks. Like I would just kind of couple hours here, back with the kids, a couple hours there, where you're kind of setting aside time to ask yourself the big questions, right? to ask yourself what worked, what didn't work, to look at everything from the spiritual, the emotional to the physical, and just kind of assess, just take a stock in an assessment of how did the family do this year? Was it healthy? Were we thriving? What worked? What didn't work? How was our team? Just like any team should assess their team and looking at all of those different things. So, yeah, Jeremy, |
| 2:18.1 | how have you guys kind of done this? What does that look like? Yeah, we just finished our annual |
| 2:21.6 | summit. We love, we love this, this, this rhythm. You know, when you think about the idea of a summit, |
| 2:26.3 | it's a really good analogy, because what you want to do is in your year somewhere, you want to get up |
| 2:30.8 | really high and kind of, and it lets you look both directions. And so the first part of the summit is you turn around and look at the, at the last, |
| 2:37.9 | where you come from, you celebrate, you review, you talk about how it went. |
| 2:42.8 | And so like Jeff said, a lot of what you want to need to do in terms of future strategizing. |
| 2:47.5 | Oftentimes really comes from the reflection asking good questions about |
| 2:52.1 | what were the high points what were the low points and so just those questions those reflections |
| 2:58.3 | but we our family does that is we spend about an hour each of the kids we just do lots of |
| 3:04.0 | journaling we give them a bunch of. And then we go out to a really |
| 3:08.5 | long meal, a dinner, and we just sort of go around and spend a couple hours really reflecting |
| 3:14.2 | on the last year. And then the next morning and the next day, we get up and we start working on the |
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