- Date
- Not set
- Time slot
- 09:00-10:30
- Type
- Discussion
- Host
- Not set
- Status
- Not set
- Notes
- This is an example line. Delete it and write your own.
TemplatesWork & projects · Team offsite
Team workshop and offsite plan
When your team heads out for a day or an overnight trip and sets the goals, program and roles, then splits up the prep
What's inside · Table 2 · Checklist 3
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Team workshop and offsite plan
- Date
- Not set
- People
- Not set
- Assignee
- Not set
- Budget
- Not set
Write three goals for the workshop, then delete the example line in the program and add your own.
Goal
Write what should be different once this workshop is over.
1.
Pick one thing to focus on next quarter.
2.
Get to know each other's work better.
3.
Relax together.
Program
One line per session. Calendar → Timetable shows them by time slot. Delete the example line before you use it.
Program
| Session | Date | Time slot | Type | Host | Status | Notes |
|---|---|---|---|---|---|---|
| (Example) Look back on last quarter | Not set | 09:00-10:30 | Discussion | Not set | Not set | This is an example line. Delete it and write your own. |
Prep roles
| Role | AssigneeAssignee | Due dateDate | DoneCheckbox |
|---|---|---|---|
| Venue and lodging | Empty | Empty | Unchecked |
| Meals | Empty | Empty | Unchecked |
| Getting around | Empty | Empty | Unchecked |
| Materials and equipment | Empty | Empty | Unchecked |
| Photos and notes | Empty | Empty | Unchecked |
- Role
- Venue and lodging
- Assignee
- Empty
- Due date
- Empty
- Done
- Unchecked
- Role
- Meals
- Assignee
- Empty
- Due date
- Empty
- Done
- Unchecked
- Role
- Getting around
- Assignee
- Empty
- Due date
- Empty
- Done
- Unchecked
- Role
- Materials and equipment
- Assignee
- Empty
- Due date
- Empty
- Done
- Unchecked
- Role
- Photos and notes
- Assignee
- Empty
- Due date
- Empty
- Done
- Unchecked
After it ends
•
Share what you decided with the team within a week.
•
Settle up the costs.
☐
Wrote down three goals.
☐
Set a time slot and a facilitator for each session.
☐
Assigned owners to the prep roles.