Free planning kit
The Offsite Planning Kit
Three templates you can copy straight into your own plan: a one-day offsite agenda, half-day and full-day board retreat agendas, and a training-day checklist. Plus the ten questions to ask any venue and a one-page budget worksheet. Eight pages, free.
1118 East Washington Ave, Madison ยท Free parking
What's in the kit
We run a venue, which means we've watched a few hundred offsites, retreats and trainings from the back of the room. These are the templates we'd hand a friend who had to plan one.
- 1A one-day offsite agenda (9 to 4) built on two rules: no working block longer than 90 minutes, and the hard thinking happens before lunch.
- 2Board retreat agendas, a 3.5-hour version most boards can commit to and a full-day version for a strategic planning year.
- 3A training-day checklist from six weeks out to the morning of, because trainings fail on logistics far more often than on content.
- 4Ten questions to ask any venue, by email, so the answers are in writing.
- 5A budget worksheet with every line that shows up on a venue invoice, including the ones that surprise people.
Eight pages. No fluff, no stock photos. It works for any venue, not just ours.
Send me the kit
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Planning it in Madison?
Seven rooms for 4 to 180, AV and parking included, published rates, and an all-in quote within one business day.