✦Teams · 12 records · for a shared workspaceRun a team offsite

Offsites fail by being a good week that changes nothing. This starts from the two or three things that must be decided or repaired, builds the agenda around them, and dates the follow-up before anybody travels.

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Goal

An offsite that changed something Month 3

Two or three decisions made, with owners and dates on them.

Decide what it is for Week 3

Before booking anything. The agenda follows from this.

  • Write the two or three things that must be decided or repairedDo firstDay 5
  • Set the budget and the datesDo firstWeek 2
  • Book the venue and travelDo firstWeek 3

Agenda and follow-up Month 3

The follow-up is dated before anybody travels.

  • Build the agenda around those decisionsDo firstWeek 6
  • Send the pre-work a week aheadWeek 8
  • Write up the decisions, with an owner and a date eachDo firstMonth 2

Routines

  • Chase the offsite actionsweekly
✦ It puts something in the calendar

Dates you will not have to remember

The offsite

Month 209:00480 min
✦ It comes with a note

Worth the cost, or not

An offsite earns its money by deciding something that could not be decided over video, or repairing something that needed a room. If neither is true it buys goodwill, which is a fine goal as long as it is the stated one.\n\nDecisions with no owner and no date make it a good week that changed nothing.

✦ Questions

Run a team offsite, answered.

Deciding something that could not be decided over video, or repairing something that needed a room. If neither is true, the money buys goodwill rather than progress, which is a fine goal as long as it is the stated one.
Two to three months, which is what this plan is dated to. Venues and travel for a whole team need that much notice, and the agenda needs long enough that the pre-work actually happens.
The follow-up is dated before anybody travels, because that is the part that decides whether it was worth it. An offsite whose decisions have no owner and no date is a good week that changes nothing.
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