Free project template
Team offsite planning checklist with every task dated from the day you start
Purpose, venue, agenda, the day, the decisions written up: an offsite in six weeks.
- 4 sections
- 12 tasks
- Opens as a list
- Dated from day 1
Team offsite
Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.
Six weeks out
- The one question the day must answerDay 1High
- Date, budget, who attendsDay 3
- Book the venueDay 8
Three weeks out
- Agenda: two thirds discussion, one third presentationDay 22High
- Assign each session an ownerDay 23
- Book food, travel, the eveningDay 25
Final week
- Send the pre-readingDay 36High
- Confirm logistics with the venueDay 39
- OffsiteDay 43, 9:00Urgent
After
- Decisions and owners written up and sentDay 46High
- Each decision as a task assigned to its ownerDay 46
- Check on the decisionsDay 73
About this template
An offsite without a purpose is a long lunch. This project starts with the one question the day must answer, books the venue, builds an agenda with more discussion than presentation, and ends with the decisions written up by Monday.
Tips from the template
- Write the purpose first. No purpose, no offsite.
- Send pre-reading a week before so the day itself is for decisions rather than for catching up.
- Decisions and owners go out the next working day.
How to use it in ActivityTracker
- 1Open Tasks and choose Templates.
- 2Find Team offsite and open it. You see every section and task before anything is added.
- 3Pick the day you start, or the day it has to be done by. Every date moves with it.
- 4Press Use template. Rename the project, then work down the list.
Templates like this one
One candidate through screening, interviews, references and offer, with the feedback captured each step.
3 sections, 12 tasksNotice to last day: handover, access, equipment, the exit conversation, the goodbye.
3 sections, 14 tasksThree weeks before a board meeting: the pack, the numbers, the asks, the rehearsal, the follow-up.
4 sections, 12 tasks
Questions
Run it with the dates filled in.
Book a walkthrough to see the templates in the app.