How do you get partners to own their part?

Each partner writes their own page in the room, in front of the others, tied to one of the three priorities. It's reviewed at the monthly partner meeting, so the managing partner isn't chasing anyone alone.

Will this turn into a fight about partner pay?

Not in the room. Pay and succession are parked at the start and handed to your partner meeting with an owner. The retreat stays on the plan.

Can you work with our existing retreat?

Yes. We can run all of it, or just the strategy and culture sessions inside your agenda. Demo

Home / Who it's for / Professional firms

Professional firms

A partner retreat where every partner owns a part.

The retreat happens every year. So does the action list nobody owns. We give every partner a page tied to the plan, and the managing partner something to hold partners to without instructing them.

In short

A partner retreat sticks when each partner leaves owning one part of the plan in writing. GetSorted runs your retreat on your dates, agrees three firm priorities, gives every partner a one-page "what's my part", and checks at day 90 whether managers and staff can say the plan back. Partner pay and succession are parked, not decided.

Your time

The hours, by role, before you book.

Billable time is the real cost. Here it is up front.

Managing partner, preparationAbout 2 hours

Each partner, the retreat2 days

Each partner, the 90 daysAbout 1 hour a month

Managers, team workshopsAbout 2 hours a month

Practice manager, coordinatingHalf a day a month

Staff, day 90 recall check5 minutes each

Demo Indicative hours. We schedule around tax time and year end.

The room

What's on the table, and what isn't.

On: three firm priorities, how partners and teams work together, and what each partner owns this year.
Parked: partner pay, equity and succession. They're listed, not decided, and go to your partner meeting with an owner and a date.
Your dates: already have a retreat booked? We come to it, at your venue.
Your numbers: finance and budgets stay with your finance partner.

Fair questions

What managing partners ask.

How do you get partners to own their part?: Each partner writes their own page in the room, in front of the others, tied to one of the three priorities. It's reviewed at the monthly partner meeting, so the managing partner isn't chasing anyone alone.
Will this turn into a fight about partner pay?: Not in the room. Pay and succession are parked at the start and handed to your partner meeting with an owner. The retreat stays on the plan.
Can you work with our existing retreat?: Yes. We can run all of it, or just the strategy and culture sessions inside your agenda. Demo

Retreat coming up?

Tell us your dates. Ask for a reference from a professional firm. Your summary for the partner group is two pages long.

Book a call

Get the two-page summary for your partners