Cheat Sheet for Offsite Planning Retreats

Don’t miss our free cheat sheet to help you decide if you need an offsite planning retreat, how you can conduct a retreat virtually or in-person, and what you should cover during your retreat.

Download the Free Cheat Sheet

As many organizations start to ditch the idea of an annual offsite retreat in favor of more agile quarterly strategy refreshes, you might wonder when you need a more traditional strategic planning offsite retreat. Do you still need to hold one annually? Maybe! This cheat sheet covers:

  • Reasons to host an offsite planning retreat.
  • Reasons to avoid an offsite planning retreat.
  • Hosting an in-person retreat.
  • Hosting a virtual planning retreat.
  • Deciding if you need a strategic planning facilitator.
  • What you should cover at your planning retreat.

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