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. 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