Off-Site Planning Template

When to use this

Built around an outcome-first agenda: working back from what we want decided by Friday, what each day must produce. Includes pre-work, day plans, and a meaningful close.

# Off-Site Plan — [Theme / Quarter]

**Dates:** [Dates]   **Location:** [Venue]   **Attendees:** [Names]

## Why this off-site exists
> One sentence — the decision or change in trajectory we need.

## What's true by the end
- [Outcome 1]
- [Outcome 2]
- [Outcome 3]

## Pre-work (sent T-7)
- [Reading] — 30 min
- [Worksheet] — 1 hour
- [Pre-call with sponsor] — 30 min each

## Day 1 — Diagnose
| Time | Item | Owner |
|------|------|-------|
| Lunch / arrive | Settle in |       |
| 14:00 | Where are we? Each person 5 min. |       |
| 15:30 | What's working / what isn't | Facilitator |
| 17:00 | Break |       |
| 18:30 | Working dinner — informal |       |

## Day 2 — Decide
| Time | Item | Owner |
|------|------|-------|
| 08:30 | Frame the choices | Facilitator |
| 09:30 | Option deep-dives (small groups) |       |
| 11:30 | Stress-test the favourite | All |
| 14:00 | Decide. Vote if needed. | Sponsor |
| 16:00 | Resourcing and trade-offs |       |

## Day 3 — Plan
| Time | Item | Owner |
|------|------|-------|
| 08:30 | Translate decisions to plan | Owner per workstream |
| 10:30 | Who tells what, by when | Sponsor |
| 11:30 | Personal commitments round |       |
| 12:00 | Close + lunch |       |

## After
- Decisions doc circulated within 48h
- 30-day check-in booked
- 90-day check-in booked
- Lessons learned recorded for next off-site