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Offsite Meeting Planning Template

By Lisa Woods (843 words)
Posted in Management Tools on May 25, 2017

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Here is a template that takes you through the process of planning your offsite meeting.


Making the most of your company’s time, and the time of your meeting participants, requires the ability to plan, execute and follow-up effectively with company objectives in mind.  Download our Free Offsite Meeting Template to ensure you are ready for your next strategic, leadership, management or team building event.


Offsite Meeting Planning Template


It’s a complete roadmap with tips for making the most of your offsite meeting.


Included in this template…

  • Offsite Meeting Overview

  • Planning Checklist

  • Execution Plan

  • Follow-up Survey

  • Venue Comparison Chart

  • Attendee Contact List

  • Budget Analysis


  - FREE Download



Why Is This Important To You?


It is amazing the impact of a well-run offsite, especially when it involves prep work and post follow-up activities.


Unlike scheduled meetings in the company’s conference room where time is often spent doing emails, exiting for phone calls or witnessing random departures due to conflicting meeting schedules, when you invest your time in an offsite meeting, you have the opportunity to separate the daily grind from the topics at hand.  You can better focus your team and hold them accountable for follow-up.  It also provides an opportunity for team building activities and social interaction that otherwise is spent going back to one's desk and catching up on their work. 


Here is an example of a successful offsite meeting:

 The Annual Management Meeting (strategy review, annual results, budgets)

  • Prep work: conduct a company wide internal customer service survey and an external survey of your customers to compare it to.

  • Meeting interaction: show survey results and comparisons, assign gaps in the data to different break out teams to work out solutions.  Have them present their ideas to the entire group.  Vote on ideas, document a strategy, and assign accountability and timeline.

  • Post follow-up: Share the results of the meeting with the entire organization via a memo, postings, or newsletter.  Hold a follow-up meeting with accountable parties and do a secondary survey in six months to see if changes are happening; communicating those results as well.

Some tips when holding offsite meetings:

  • Avoid “informational “ agendas.  Always incorporate interaction and follow-up.  Assign actions, responsibility and commit to a follow-up date.

  • Distribute culture-changing gifts instead of, or in addition to, pens, hats and shirts.  For example, a book regarding different management techniques, sales strategies, innovation, etc.…

  • Hire a professional guest speaker to discuss a topic current with the meeting’s agenda.  Maybe presenting tools used to problem solve, or how another company became successful and the steps they took to get there.

  • Conduct one or two team building exercises either by going to a destination location that offers them (like a high ropes course), many locations offer team building leaders on site, or you can bring in a team building coach to facilitate an afternoon or evening activity.

Whether it is a three-day offsite at a destination location with 50 people, or a three-hour meeting at a local conference center with 5 people, getting out of the office makes the meeting more productive.  With a clear agenda and anticipated follow-up, your team will come prepared and all of you will benefit.


We invite you to check out our Meeting Directory for a full list of venues in your area, as well as team facilitators and adventure recreation courses.



Looking for a great professional development book to give away at your offsite?


Please consider the following options:



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