Claire's Offsite Toolkit

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Plan your offsite

Set Objectives & Agenda
Set Objectives & Agenda

What do we want to achieve with our offsite?

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.

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Clear template

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Purpose

Describe your objective and the outcome. Is the goal to feel closer as a team? Are you trying to make an important decision?

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Add goal

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Potential Goals

First pick

Second pick

Downvote

Set team norms

Align on top priorities

Get to know each other’s work styles

Share quarterly progress on the plan(s)

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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.

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Add idea

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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.

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Add idea

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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