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Team Off-Site or Retreat Planning

Help Silicon Valley Black Chamber of Commerce have a focused, engaging and successful offsite retreat for their staff or clients by planning the content programming and logistics, and sharing best practices.
Silicon Valley Black Chamber of Commerce
San Jose, CA, USA
Silicon Valley Black Chamber of Commerce
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Silicon Valley Black Chamber of Commerce
San Jose, CA, USA

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Cause
Community & economic development
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Human resources Project management

Posted August 18th

Team Off-Site or Retreat Planning

Project details

What we need
  • A detailed agenda for the team event, including a rundown of content and activities
  • A project plan that itemizes the key steps and timelines for preparation and logistical considerations, such as travel and accommodations, catering needs, guest speakers, session content development, and materials
  • A communication plan to attendees including themes, goals, logistics and any preparation participants should consider before the event
  • A draft budget showing any known costs associated with the team event
Additional details

Need to plan Board Retreat
Sept 14, 2019 is the date planned as we map out our simple strategy for our 8-person board. I'd like to discuss the tasks and targets for our board members. Your help in organizing this retreat could be extremely beneficial.

What we have in place
  • We currently have an idea of what we'd like to do, which should make it easy for you to get started. We also have history of previous board retreats and our agendas, and the ability to provide any other information you need.
How this will help
This project will save us $8,686 , allowing us to put towards projects to raise more funds for our chamber.

We have 3 new board members and we've changed our Goal for our Board Members and this is one way to get everyone on the same page, while we paint the long term vision of where we'd like to get to.

Project plan

P
Prep: Information Sharing
  • The Volunteer Manager shares information about the team event with the Professional, including the planned date, number of participants, total available budget, goals, and any other available details regarding the planned or preferred location, content, theme, or activities
  • The Professional and the Volunteer Manager meet to discuss the team event concept, brainstorm ideas for content and activities, and establish timelines for the project
  • Note: This project does not include the Professional's attendance at the team event or any coordination of the event itself. If you would like pro bono help with creating a detailed event budget for your team offsite, please post the Event Budget Creation project
1
Milestone 1: Content & Agenda Planning
  • Based on the Organization’s goals for the team event and the direction provided on content, the Professional provides an outline of the proposed content and schedule for the Volunteer Manager to review
  • The Volunteer Manager discusses the proposed content and schedule with other internal stakeholders, and provides feedback to the Professional
  • The Professional revises the proposed content and schedule, and advises the Volunteer Manager on next steps the Organization may need to take to develop the content, such as invite guest speakers, request staff members to lead sessions, etc.
2
Milestone 2: Logistics Planning
  • The Professional provides a draft project plan that identifies key preparation steps and logistics, as well as assignments and timelines for each item
  • The Volunteer Manager reviews the draft project plan with internal stakeholders, and provides feedback to the Professional including key logistics decisions like venue and timing.
  • The Professional finalizes the project plan, and advises the Volunteer Manager on next steps to implement it
3
Milestone 3: Draft Budget
  • The Professional drafts a budget for the team event and fills it in with any known costs, such as venue, travel, materials, guest speakers, etc.
  • The Volunteer Manager reviews the budget with internal stakeholders and provides feedback to the Professional
  • The Professional incorporates the feedback and delivers the draft budget to the Volunteer Manager
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About the org

Silicon Valley Black Chamber of Commerce
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Causes
Community & economic development Employment services Science & technology
Posted by
Carl D
Carl D.

President

Our mission

Promotion of Black Business & Commercial Enterprise Development
Promotion of Black Employment & Skilled Professional Trades Development
Promotion of Black Education & Training Programs Development In Support Of Business, Commercial & Professional Opportunities.

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