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Team Off-Site or Retreat Planning

Help Orton Family Foundation have a focused, engaging and successful offsite retreat for their staff or clients by planning the content programming and logistics, and sharing best practices.
Orton Family Foundation
Shelburne, VT, USA
Orton Family Foundation
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Orton Family Foundation
Shelburne, VT, USA

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Cause
Community & economic development
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 some history with our similar events, which should make it easy for you to get started. We also have people who have history/input for overall success, 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 those savings into the event itself, to ensure success!

This is an opportunity to bring our "network on the ground" together -- the people we rely on to carry our message, and to make things happen.

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

Orton Family Foundation
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Cause
Community & economic development
Posted by
David W
David W.

Chief Operating Officer

Our mission

The Orton Family Foundation seeks to empower people to shape the future of their communities by improving local decision-making, creating a shared sense of belonging, and ultimately strengthening the social, cultural, and economic vibrancy of each place.

What we do

The Orton Family Foundation is focused on building stronger, healthier, and more economically vibrant small cities and towns across America. Founded in Vermont in 1995, the foundation devoted more than a decade to working with small towns to develop a community development model that empowers residents to shape the future of their communities. Community Heart & Soul® projects are underway across the country creating positive change that is resident-driven, recognizes the value in the unique character of each place, and the deep emotional connection of the people who live there.

By actively seeking the collective wisdom of all residents, including those whose voices are often missing, Community Heart & Soul brings people together to build stronger, healthier, and more economically vibrant communities. This resident-driven model takes into account both the unique character of a town and the deep emotional connection of the people who live there – a town’s “Heart & Soul®.”

These collective insights into what truly matters most serve to guide the town in making the best decisions about its future. Because the model is resident-driven, Community Heart & Soul builds stronger, healthier, and more vibrant small cities and towns based on what matters most to everyone.

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