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Plan your offsite
Planning Checklist
Here's the timeline I start with when planning my offsites.
Day of offsite → Fri, Dec 3, 2021
Fri, Dec 3, 2021
Progress
% of tasks completed
000
0Category
Done
Task
1+ Months from Offsite
4
Choose a date for the offsite (above)
Book offsite space.
1 Month Out
4
Order food and beverages.
Share skeleton pre-work templates to DRIs.
Book offsite space if you have not!
1 Week Out
8
Finalize materials.
Send agenda, pre-reads, & any pre-work to team.
Check that all food is set and confirm your headcount.
Confirm venue setup and materials needed with offsite space.
Determine how to enter the space. Do you need an entrance code? Does someone need to let you in?
Day Before
6
Send email to team.
Include venue location, how to get there, how to enter the space.
Remind team about pre-reads & pre-work.
Confirm details with vendors.
Collect supplies you’ll need from the office supply closet (pens, markers, sticky notes, flip charts, chargers, AV equipment).
Day of Offsite
2
After Offsite
2
Send notes and action items with assigned DRIs to team.
Track all action items until complete.
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