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Claire's Offsite Toolkit
Claire's Offsite Toolkit
Plan your offsite
Day of the offsite
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Plan your offsite

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Planning Checklist

Here's the timeline I start with when planning my offsites.

Day of offsite →
Fri, Dec 3, 2021
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Progress

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000
0
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% of tasks completed

Category
Done
Task
1+ Months from Offsite
4
Choose a date for the offsite (above)
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Set Objectives & Agenda
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for offsite.
Schedule date, time, and length of offsite. Start brainstorming
Agenda
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with your team.
Book offsite space.
1 Month Out
4
Order food and beverages.
Finalize
Agenda
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and assign each section a DRI.
Share skeleton pre-work templates to DRIs.
Book offsite space if you have not!
1 Week Out
8
Finalize materials.
Do
Agenda
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& content run-through with DRIs.
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?
Duplicate the
Session [example]
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for each planned session.
Duplicate the
Icebreaker [example]
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for each planned icebreaker.
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).
Move
Day of the offsite
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page to the top of this doc for attendees to use.
Day of Offsite
2
Have your team
Check-in
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, then follow the agenda the rest of the day.
Remember to ask each person to
Check-out
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.
After Offsite
2
Send notes and action items with assigned DRIs to team.
Track all action items until complete.
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👉 Next up:
Set Objectives & Agenda
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