Workshop Proposal

Home | Workshop Proposal

Retention Through Alignment: Strengthening Client and Talent Relationships

Prepared by:

P&A World Venture
Presented by: Edison Guerra
Founder, Author, and Developer of SkillGP.com

1. Introduction

Retention is not just about keeping clients and employees—it’s about cultivating loyalty, trust, and purpose.
The Retention Through Alignment workshop is designed to strengthen organizational stability and long-term growth by aligning people, goals, and communication.

This program equips leaders and managers with the skills to:

  • Deepen client engagement through empathy and effective communication.
  • Build trust-based relationships that enhance client and employee loyalty.
  • Develop accountable leaders who embody and reinforce the company’s mission.
  • Create a scalable retention framework replicable across branches.

2. Workshop Objectives

Client Retention

  • Strengthen communication and engagement with clients.
  • Foster greater client loyalty and trust through empathy and consistency.
  • Increase client education and cooperation to improve service efficiency.
  • Enhance the overall value proposition for both the client and the organization.

Talent Retention

  • Improve employees’ interpersonal and people skills.
  • Strengthen managers’ loyalty and leadership accountability.
  • Increase leadership reliability and confidence in decision-making.
  • Augment individual and organizational value propositions.
  • Develop a scalable and replicable leadership model adaptable across branches.

3. Workshop Framework

4. Module Details

Module 1: Goal Alignment & Shared Purpose

Focus: Align organizational mission with personal and team goals.
Outcomes:

  • Improved clarity and shared ownership of company objectives.
  • Stronger sense of contribution among employees and managers.
    Activities: Purpose Mapping Workshop and Alignment Reflection.

Module 2: Client Retention Excellence

Focus: Transform client interactions into trust-based partnerships.
Outcomes:

  • Enhanced client communication strategies.
  • Improved cooperation and satisfaction.
    Activities: Real-client scenario analysis and trust-building simulations.

Module 3: Talent Retention Through Mentoring & Coaching

Focus: Cultivate a supportive, growth-focused environment.
Outcomes:

  • Strengthened managerial accountability and commitment.
  • More reliable, empathetic leadership culture.
    Activities: Leadership coaching, role-plays, and peer mentoring setup.

Module 4: Interpersonal Skill Improvement

Focus: Elevate emotional intelligence and collaboration skills.
Structure: Weekly 90-minute sessions over six weeks.
Topics: Emotional awareness, empathy, assertive communication, feedback, conflict resolution, and trust-building.
Deliverable: Personal Retention Leadership Plan — a customized action guide for each participant.

Module 5: Third-Party Consultant Partnership

Focus: Real-time observation, coaching, and improvement support.
Approach:

  • Consultants attend meetings to observe communication and leadership style.
  • Provide feedback and tailored improvement plans.
    Outcome: Consistent and measurable improvement in leadership reliability and team engagement.

5. Deliverables

  • Participant workbook and training materials.
  • Retention Framework Guide (Client + Talent alignment model).
  • Templates for coaching, goal setting, and communication tracking.
  • Post-program progress review and 90-day reinforcement session.
  • Optional quarterly check-ins and continued coaching support.

6. Expected Outcomes

For the Organization:

  • Increased client and employee retention rates.
  • Enhanced trust and communication with stakeholders.
  • Stronger leadership accountability and consistency across branches.
  • A replicable framework that supports sustainable growth.

For Participants:

  • Greater confidence and clarity in leadership communication.
  • Improved ability to manage relationships and influence outcomes.
  • Clear alignment between personal purpose and organizational mission.

7. Program Duration Options

8. Investment (Pricing Framework)

(Pricing varies based on group size, customization level, and location.)

9. Facilitator Profile

Edison Guerra
Founder of P&A World Venture | Creator of SkillGP.com | Author of Intentional Communication – A Practical Guide to Human Interaction
Edison brings deep expertise in leadership development, emotional intelligence, and organizational communication. His programs help organizations enhance retention, performance, and culture through intentional, emotionally intelligent communication and goal alignment.

10. Next Steps

  1. Schedule a discovery meeting to review your organization’s retention priorities.
  2. Customize the workshop agenda and content to your team’s needs.
  3. Confirm dates, delivery format (in-person or virtual), and participant list.
  4. Launch your Retention Through Alignment program.