Team Circle · The Method

Every retreat starts from a data point.
And ends with another.

The four phases are the same for both paths, Raíz and Archipiélago.
What changes is the starting analysis.

A corporate retreat in progress at Lunita
01IDENTIFYING THE RISKAnalysis & Diagnosis (5 to 7 working days)A free questionnaire that maps your team's real problems, 40 for in-person teams, 41 for remote. You receive a complexity score out of 100, a score for each of the seven dimensions, and, for hybrid teams, the measured gap between management and staff. The result is yours, no strings attached.OUTPUT: YOUR OVERALL COMPLEXITY SCORE, SEVEN DIMENSION SCORES, A RISK MAP, AND MORE. FOR DISTRIBUTED TEAMS, ALL THIS PLUS THE GAP.
02DESIGNCo-design (~2 months)This is the longest step, around two months, and the most important. It's where the retreat takes shape around the data you already have from the diagnosis. Design is a path of its own, with its own contract. It isn't preparation for a retreat: it's the work that decides whether a retreat makes sense, and which one. Calls with your point of contact, internal work with our facilitators, a check on the participants: how many, whether there are health conditions to consider, how far they want to go into the experience. And a conversation with each of them, before they travel. With the problems from the diagnosis already in your hands, you choose what to focus on and what to leave for a second cycle. We don't decide. We lay out what's possible, you set the priorities. Within two or three weeks the first program arrives. Every ceremony with its logic, every choice grounded in the data. We discuss it, we refine it, you approve it. At the end you have a project. From there, you decide whether to run it with us. What arrives at Lunita isn't a group. It's a project.OUTPUT: A TAILORED, APPROVED PROGRAM, CEREMONY BY CEREMONY
03THE RETREATfrom 3 nights, tailoredIn the Riviera Maya jungle. Up to 20 managers and senior leaders. The length is set by the diagnosis, from three nights, never a fixed package. Ancient ceremonies and experiences that generate the change. At the end, while the experience is still fresh, a first measurement is taken from the participants.OUTPUT: REAL, LASTING CHANGE, A FIRST ON-SITE MEASUREMENT, AND INTEGRATION BEGINS
04MEASUREMENT & INTEGRATIONMeasurement & Integration (30 and 90 days after the retreat)After the retreat, the feedback is gathered from the participants themselves, a questionnaire and a conversation with each of them, and a call with your company lead shares the recommendations that make the changes stick. 30 days after the retreat ends, the same analysis runs again, built on the dimensions you worked on, and measures what moved. At 90 days it runs once more and measures what stayed. Same questions, same people, nothing changed: the moment you alter the instrument, the comparison stops meaning anything. Within 10 working days you receive an Impact Report: the pre/post delta for each dimension, the patterns of change, and the next steps. The distance between the two follow-ups is a finding of its own, and a real, demonstrable number, yours to take to the board.OUTPUT: AN IMPACT REPORT WITH A VERIFIABLE PRE/POST DELTA, READY FOR THE BOARD

Phase one depends on how your organization is built.

That's the next choice.

We write about each phase in more detail, and what we learned running them, in The Corporate Journal.