Lindsey Caplan is a screenwriter turned Organizational Psychologist who helps business Leaders design gatherings and change programs for the effect they want.

In this episode of The Leader Assistant Podcast, Lindsey talks about gathering teams for transformation, designing memorable offsites, and why offsites are important for cultivating a healthy workplace.

LEADERSHIP QUOTE

The place I work is in my head. To try to reach someone else’s.

– Jerry Seinfeld

CONNECT WITH LINDSEY

The Leader Assistant Podcast Lindsey Caplan Headshot

ABOUT LINDSEY

Lindsey Caplan is a screenwriter turned Organizational Psychologist who helps HR and Business Leaders design gatherings and change programs for the effect they want. Her forthcoming book, The Gathering Effect, is based on her consulting practice, research, and 20+ years of experience gathering across entertainment, education, and business.

NOTES TAKEN BY JEREMY DURING THE CONVERSATION

3 Tips for Effective Gatherings

    • Desired Effect/Outcome
      • So what? What does success look like? Fast forward 30 days after the offsite, how will we know we were successful? Tell us a story of what that would look like? 
      • No more than 3 outcomes
    • An Agenda is the LAST Thing You Should Do
      • 1 activity or experience per effect/outcome
      • A central question that you’re solving, which guides the offsite toward the same direction (what is our Q4 plan? How do we gain trust amongst the team?)
    • Landing the Plane
      • Do NOT rush or hurry the ending
      • Finish offsite by focusing on integration vs information sharing (use questions)
      • After the event = plan the after-show
        • Already have it on the calendar, assign to members of team
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