An annual retreat is recommended for most boards. The retreat does not have to be off-site. It does not need to be overnight if all the participants are local. A full-day or multi-day retreat allows for building relationships and adequate time to think strategically together. Even small nonprofits might be able to secure a meeting room at a business at no cost for an all-day Saturday meeting.

Staying at a resort or retreat center can also serve as a thank you to board members who are generously donating their time and expertise. Managing boards can do their annual planning together with the organizational leader on a retreat. Governing boards can refine ends policies on a retreat. Navigating boards will have the time to explore new options together.