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Claire's Offsite Toolkit
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Plan your offsite

Set Objectives & Agenda

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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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
First pick
Second pick
Downvote
1
Set team norms
1-circle-c reaction
1
2-circle-c reaction
thumbs-down reaction
2
Align on top priorities
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2-circle-c reaction
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3
Get to know each other’s work styles
1-circle-c reaction
2-circle-c reaction
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1
4
Share quarterly progress on the plan(s)
1-circle-c reaction
2-circle-c reaction
1
thumbs-down reaction
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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
Vote
1
Specific goals for Q4 - that will happen in a later forum
MJ
Mary Jones
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2
Our content creation strategy
BD
Buck Dubois
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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
1
Virtual cooking class
MJ
Mary Jones
facebook-like reaction
Which dishes should we cook?
2
Weekend getaway
BD
Buck Dubois
facebook-like reaction
Does anyone have sunscreen?
There are no rows in this table


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.
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Session
What we'll be doing
Start Time
Length
Facilitator(s)
Link
1
Check-in
Gather expectations for the day
​9:30 AM
30 mins
PR
Polly Rose
2
Session 1
...
​10:00 AM
1 hr
PR
Polly Rose
3
Break
Taking a stretch 🧘‍♀️🧘‍♂️
​11:00 AM
15 mins
4
Session 2
...
​11:15 AM
1 hr
FM
Felix Marlin
5
Lunch
Eating! 🌯
​12:15 PM
1 hr
6
Post-lunch exercise
...
​1:15 PM
30 mins
AC
Alan Chowansky
7
Session 3
...
​1:45 PM
1 hr
LT
Lola Tseudonym
8
Break
Checking some emails 📨
​2:45 PM
15 mins
9
Session 4
...
​3:00 PM
1 hr
JD
Joel Davis
10
Wrap and check-out
How did we do?
​4:00 PM
1 hr
LT
Lola Tseudonym
11
Social
Happy hour drinks! 🍺
​5:00 PM
There are no rows in this table
7 hrs 30 mins


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