What Are Some Important Checklist Items to Include When Planning a Retreat?


Quick Answer

Important checklist items to include when planning a retreat include purpose and themes, desired outcomes, location, budget and moderator. Company retreats help to reflect on changes needed to better handle business and to develop staff cohesion.

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Full Answer

Understanding the purpose of the retreat increases the chances of success and guides all other planning decisions. Formulate a list of what the retreat should achieve, and narrow down the points to the most critical topics.

It is equally important to identify the desired outcomes of the retreat, which may include clarity, motivation, sustained performance or staff retention. Identify what each staff member should gain at the end of the retreat and what changes should be fostered within the team and within each employee.

An ideal venue for a company retreat is one away from daily demands to minimize distractions and create a controlled environment. Unique environments help to shift focus away from daily personal and business demands and create a more creative-minded and focused environment.

A retreat budget should include expenses such as accommodation, meals and travel and consider short-term loss of revenue.

Lastly, choose an internal or external moderator for the retreat. The moderator is tasked with facilitating open dialogue and cohesion among participants and delivering a memorable experience.

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