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?
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Potential Goals
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Second pick
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Potential Goals
First pick
Second pick
Downvote
1
Set team norms
1
2
Align on top priorities
3
Get to know each other’s work styles
1
4
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.
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Idea
Author
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Idea
Author
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1
Specific goals for Q4 - that will happen in a later forum
2
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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Idea
Author
Vote
Comments
Idea
Author
Vote
Comments
1
Virtual cooking class
Which dishes should we cook?
2
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.