Plan your offsite

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Set Objectives & Agenda

What do we want to achieve with our offsite?
Take time before the offsite to understand what you want to achieve with the offsite. While it’s ultimately up to the facilitator to decide on the objectives and agenda, it’s often helpful to involve your team during this phase of planning.
Clear template

Purpose

Describe your objective and the outcome. Is the goal to feel closer as a team? Are you trying to make an important decision?
Add goal
Potential Goals
First pick
Second pick
Downvote
Set team norms
1
Align on top priorities
Get to know each other’s work styles
1
Share quarterly progress on the plan(s)
1
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Limit

Describe what you won't cover. Is there anything you DON'T want to cover? Being clear, concise, and realistic is critical for a productive offsite.
Add idea
Idea
Author
Vote
Specific goals for Q4 - that will happen in a later forum
Our content creation strategy
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Crowdsource activities for offsite

Ask your team to add activity ideas for the offsite in the table below. Then, ask everyone to vote on their favorite and discuss as a group.
Add idea
Idea
Author
Vote
Comments
Virtual cooking class
Which dishes should we cook?
Weekend getaway
Does anyone have sunscreen?
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Agenda

Write your detailed agenda here (don't forget to schedule breaks). If things get off trackーi.e. lunch runs long, or you blow through an activityー adjust the start time in the table, and the rest of the agenda will recalculate.
Session
What we'll be doing
Start Time
Length
Facilitator(s)
Link
Check-in
Gather expectations for the day
​9:30 AM
30 mins
Session 1
...
​10:00 AM
1 hr
Break
Taking a stretch 🧘‍♀️🧘‍♂️
​11:00 AM
15 mins
Session 2
...
​11:15 AM
1 hr
Lunch
Eating! 🌯
​12:15 PM
1 hr
Post-lunch exercise
...
​1:15 PM
30 mins
Session 3
...
​1:45 PM
1 hr
Break
Checking some emails 📨
​2:45 PM
15 mins
Session 4
...
​3:00 PM
1 hr
Wrap and check-out
How did we do?
​4:00 PM
1 hr
Social
Happy hour drinks! 🍺
​5:00 PM
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7 hrs 30 mins


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