Company Retreat

Acme Company Retreat

October 14–16 · Charlottesville, VA · 42 attendees · Dana Whitfield, Chief of Staff

Days to go

-7

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. 1

    Finalize your venue

    Due in 4 days

    Your hotel block, dinner reservations, ground transportation and activity booking all depend on this. Both holds expire Friday.

  2. 2

    Confirm whether airfare is included in your budget

    Blocking Budget

    This changes your available venue and experience budget by approximately $18,000. Everything downstream of budget is guessing until you answer it.

  3. 3

    Send the attendee information form

    Send Form

    You still need dietary restrictions, accessibility needs and departure cities for 11 people. Restaurants need final counts 14 days out.

  4. 4

    Decide if leadership gets private working time

    Blocking Agenda

    If yes, six people arrive a half day early and that changes lodging, flights and the Day 1 agenda.

  5. 5

    Create a rain plan for Thursday afternoon

    Due in 12 days

    Your 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.

✓ Complete◐ In Progress! Needs Attention○ Not Started