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SAMPLE AGENDA | SINGLE DAY FORMAT

It is essential to be well prepared when planning a corporate retreat. Utilizing a strong agenda is key to ensuring that a single-day strategy session runs smoothly. A well-written agenda will keep the session on track, and help you reach your goals in a timely manner. As long as you are prepared, and have the right people in the room, an offsite corporate retreat can be accomplished in a single day (see below).

Another important consideration is that the participants will also need to come to the strategy session well-prepared.  Attendees will be required to complete some prep work assignments before the retreat. Most of this work can be accomplished during a normal business day, or during regularly scheduled meetings. The prep work should start several weeks before the single-day strategy session.  This will ensure that participants have enough time to complete their work without being overwhelmed.

OFF-SITE STRATEGY SESSION AGENDA

SINGLE DAY AGENDA | 8:00 AM – 5:00 PM

WELCOME

  • Purpose
  • Process
  • Expectations
  • Ground rules
  • Current status
    • This is based on whatever the summit is about.  The current status should cover where we are today, what we have tried before and how it’s going.

BREAK

BRAINSTORMING SESSION

  • Brainstorm on the needs of the organization:
    • What are we missing today that we need for tomorrow? This process is based on pre-summit preparation assignments.
  • Brainstorm on potential solutions
  • Synthesize the two brainstorming sessions and create categories or themes

LUNCH

BREAKOUT SESSION

  • Break out groups
    • Split up the discussed the categories or themes. Give some to each breakout group to organize and prioritize
  • Presentations by the breakout group leader to the entire team
  • Reprioritize the solutions

BREAK

ASSIGNMENTS & NEXT STEPS

  • Assign responsibilities:
    • Decide Who, does What, by When
  • Set follow-up meeting
  • Close