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Team Off-Site or Retreat Planning

Help OPARC have a focused, engaging and successful offsite retreat for their staff or clients by planning the content programming and logistics, and sharing best practices.
OPARC
Montclair, CA, USA
OPARC
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OPARC
Montclair, CA, USA

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Cause
Human services
Skills
Human resources Project management

Posted November 26th

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
What we have in place
  • We currently have an idea of the content we want to cover, which should make it easy for you to get started. We also have the participants/employees identified, and the ability to provide any other information you need.
How this will help
This project will save us $8,686 , allowing us to provide better services and supports to the individuals we support.

The project is important because it will provide needed training, improve teamwork and build morale/culture - ultimately leading to better services to the people we support and leadership to our employees.

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

OPARC
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Causes
Human services Employment services
Posted by
Donna N
Donna N.

Chief Program Officer - Day Programs

Our mission

OPARC provides employment, training, and support to help adults with disabilities reach their full potential.

OPARC believes that all individuals deserve the human right to be valued members of society regardless of their intelligence or physical capabilities. Many people with disabilities have been denied the training, employment, and social opportunities that make people valued members of their communities. OPARC exists to make training, employment, and social opportunities available and to be the champion for thousands of people with disabilities in the Inland Empire and Los Angeles County.

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