• Growing the small group as a safe, intimate community where members can safely explore the deep issues in their lives
  • Identifying and facing any unresolved conflicts or dysfunction within the forum
  • Evoking greater awareness and transformative change in the lives of individual members
  • Exploring difficult business decisions or transitions where there is no clear answer

YPO / WPO Forum Retreats – Typical Approach

Jim and the OnCourse team work with the forum moderator or retreat coordinator to conceive unique retreats that focus on a specific topic, theme, or experience. Prior to the retreat, participants complete a confidential online survey that outlines their current personal and vocational situations, and any pressing issues or crises. This "homework" helps us develop a customized agenda for the retreat.

Jim and the retreat coordinator collaborate to tailor the retreat's agenda to the specific needs of the group. This agenda often changes after the retreat begins, based on the flow of discussions and experiences, as well as member needs. For most retreats we also suggest that participants complete an online Forum Assessment , a 360-degree assessment in which group members evaluate themselves and each other across several areas of leadership strengths ... and leadership self-sabotage.

Once the retreat begins, the customized agenda has the following general flow:

  • Exercises to confirm or build safety within the group and deal with any issues or conflicts within the group
  • Group-level exercises and experiences based on the common themes from the participants' homework
  • Individual participants have the opportunity to work through a difficult life issue or dilemma, using either the standard YPO presentation format or more in-depth “explorations” led by the facilitator
  • Sports, games, or adventures, often outdoors, that have varying levels of competition and creativity, and strengthen authenticity within the group
  • An integration session to help the group sustain the retreat experience at meetings following the retreat
  • Time for celebration and pure fun!

Following the retreat, Jim often has regular communication with the moderator or group leader to strategize exercises and discussions for the group's ongoing meetings, and to help them deal with interpersonal dynamics among the members.

Common Forum Dynamics (Prior to the Retreat)

  • We're an experienced forum. Our norms are solid; attendance is strong. We like and trust each other. We're ready to go to the next level.
  • Our meetings are flat, predictable, and boring. We need a jump-start.
  • We're all in midlife or in some transition. We're ready to face our issues and devise a "game plan" for the rest of our lives.
  • We're a new group. We don't know each other. We want to become an intimate group of friends.
  • We want to honor long-term, departing members and/or welcome new members.
  • We're struggling. Attendance norms are unenforced. There is unspoken tension among members. Confidentiality is weak. We're avoiding difficult conversations. HELP!

  • Robert Mulderig
    WPO – Bermuda
    “Jim Warner has been a tremendous addition to a number of our YPO and WPO Forums. He has an amazing ability to get us to dig deep, seek the truth, and confront the destructive behaviors that hold us back from clean living. Jim is a warm, empathetic, great guy, and has become a friend in addition to a valued resource.”
  • Melinda Hudson
    YPO Spouse – Sydney, Australia
    "Jim's and Judy's guidance at our spouse forum retreat has inspired me to seek deeper and more authentic relationships, not only with my forum, but with everyone in my life, including myself!"
  • Roman Brunner
    YPO – Zurich, Switzerland
    "Jim's first retreat with us laid the foundation for us to go deep and to grow. The following two retreats cemented our relationships and strengthened the bond among us in a way that we never thought would be possible. As a moderator today in a new Forum in a different country, I am using Jim's tools to reach a sustainable quality and depth."
  • Brian Bouma
    YPO – Barbary Coast
    "Jim was the catalyst for taking our forum to new depths of intimacy, authentic relationships with each other, and a level of bonding we had not experienced in our four years together. I strongly encourage any forum to work with Jim."
  • John Kinney
    YPO – Northern California
    “Jim brought both magic and enduring value to our YPO forum retreat. The retreat was a true life-changer for me, and our forum leapt to a wonderful, unexpected level as individual insights were unveiled. We now have the mutual support and respect to sustain this momentum in our regular meetings.”
  • James Vance
    YPO – Nevada
    "Jim is an incredible facilitator. He possesses the strength of character for leading dynamic and high-powered groups into deeper levels of commitment and purpose. He has a unique ability to sense important moments and to boldly ask the tough questions. He then carefully guides us through intimate moments of self-discovery."
  • Yung Wu
    YPO – Upper Canada Chapter
    "Each member of our group had a deeply personal – in some cases life-changing – experience during our time with Jim at the retreat. In all cases, there was unanimous agreement that with Jim as a catalyst, we were able to achieve the most meaningful forum experience in all of our years together. Jim IS the gold standard for forum retreat facilitators."
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Video: YPO / WPO Forum Retreats - Our Approach