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Claire's Offsite Toolkit
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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

Progress
Completed
Incomplete
(
0
% of tasks completed)
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Category
Done
Task
1+ Months from Offsite
4
Choose a date for the offsite (above)
for offsite.
Schedule date, time, and length of offsite. Start brainstorming with your team.
Book offsite space.
1 Month Out
4
Order food and beverages.
Finalize 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 & 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 for each planned session.
Duplicate the 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 page to the top of this doc for attendees to use.
Day of Offsite
2
Have your team , then follow the agenda the rest of the day.
Remember to ask each person to .
After Offsite
2
Send notes and action items with assigned DRIs to team.
Track all action items until complete.


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