<aside> 🎫 Duplicate this template to use for planning for your next company retreat.

• Table Of Contents </aside>

Pre-Planning

• [ ] Identify Objectives:
  • [ ] Define the purpose
  • [ ] Set specific, measurable, achievable, relevant, and time-bound (SMART) goals
• [ ] Select Date & Time:
  • [ ] Choose tentative dates
  • [ ] Consider holidays and company schedule
  • [ ] Ensure availability of key participants
• [ ] Budget Planning:
  • [ ] Develop an initial budget
  • [ ] Include accommodations, meals, activities, transportation, and miscellaneous expenses

Planning

• [ ] Location & Venue:
  • [ ] Research potential locations
  • [ ] Check availability and pricing
  • [ ] Consider proximity and accessibility
• [ ] Accommodations:
  • [ ] Decide on lodging type
  • [ ] Reserve necessary rooms
  • [ ] Confirm amenities and policies
• [ ] Transportation:
  • [ ] Arrange group transportation
  • [ ] Organize airport transfers if necessary
  • [ ] Provide maps and directions
• [ ] Activities & Agenda:
  • [ ] Plan team-building exercises
  • [ ] Schedule workshops or seminars
  • [ ] Allocate free time for relaxation
• [ ] Food & Beverages:
  • [ ] Choose catering or dining options
  • [ ] Accommodate dietary restrictions
  • [ ] Plan breaks and snack times
• [ ] Technology & Equipment:
  • [ ] Ensure access to necessary tech
  • [ ] Prepare for presentations and meetings
  • [ ] Test audio-visual equipment

Communication

• [ ] Invitations & RSVPs:
  • [ ] Design and send invitations
  • [ ] Track RSVPs and special requests
  • [ ] Send reminders as the date approaches
• [ ] Information Dissemination:
  • [ ] Provide itinerary and agenda
  • [ ] Share packing lists and travel tips
  • [ ] Update attendees on any changes

Execution

• [ ] On-site Coordination:
  • [ ] Check-in attendees
  • [ ] Distribute materials and swag
  • [ ] Oversee scheduled activities
• [ ] Troubleshooting:
  • [ ] Handle any logistical issues
  • [ ] Address attendees’ concerns promptly