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.

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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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