Company Retreat
Acme Company Retreat
October 14–16 · Charlottesville, VA · 42 attendees · Dana Whitfield, Chief of Staff
Days to go
38
Planning window is comfortable
Budget
$75,000
$91,200 projected
Per attendee
$1,786
Before contingency
Offsite readiness
67%
Ranked by what unblocks the most, not by date
Your Next Moves
Five things stand between you and a plan that holds. Everything else can wait.
- 1
Finalize your venue
Due in 4 daysYour hotel block, dinner reservations, ground transportation and activity booking all depend on this. Both holds expire Friday.
- 2
Confirm whether airfare is included in your budget
Blocking BudgetThis changes your available venue and experience budget by approximately $18,000. Everything downstream of budget is guessing until you answer it.
- 3
Send the attendee information form
Send FormYou still need dietary restrictions, accessibility needs and departure cities for 11 people. Restaurants need final counts 14 days out.
- 4
Decide if leadership gets private working time
Blocking AgendaIf yes, six people arrive a half day early and that changes lodging, flights and the Day 1 agenda.
- 5
Create a rain plan for Thursday afternoon
Due in 12 daysYour only outdoor activity has no backup and mid-October in Virginia averages nine rain days.
Twelve workstreams
Planning categories
Status is derived from what is actually confirmed, not from what has been touched.
Goals & Strategy
CompletePurpose and success criteria agreed
Venue
Needs AttentionTwo holds expire in 4 days
Travel
In Progress31 of 42 flights booked
Lodging
In ProgressRoom block held, not signed
Agenda
In ProgressDay 2 is overloaded
Food
Needs AttentionOne allergy unconfirmed
Activities
In ProgressNo rain plan for Thursday
Attendees
In Progress38 of 42 RSVPs in
Communications
Not StartedAttendee guide not sent
Vendors
In ProgressAV owner unassigned
Budget
Needs AttentionProjected $6,200 over
Logistics
Needs AttentionShuttle seats 38 of 42