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Team Off-Site or Retreat Planning

Help Generosity Path, Inc. have a focused, engaging and successful offsite retreat for their staff or clients by planning the content programming and logistics, and sharing best practices.
Generosity Path, Inc.
Chattanooga, TN, USA
Generosity Path, Inc.
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Generosity Path, Inc.
Chattanooga, TN, USA

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Cause
Philanthropy & capacity building
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Human resources Project management

Posted February 4th

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

This is actually not a fundraiser but a small group (10-20 people) retreat experience for people of affluence to discuss radical generosity. I would like a fresh set of eyes on the experience with thoughts on ways we can enhance and upgrade.

What we have in place
  • We currently have a fully operational version of the retreat, which should make it easy for you to get started. We also have collateral materials, training resources and videos, and the ability to provide any other information you need.
How this will help
This project will save us $8,686 , allowing us to invest more in the service of our volunteer Champions around the world.

We want people to leave the retreat breathing "new air" as it relates to generosity and what they hope to do differently. We survey every participant to learn whether anything changed. Hosted and facilitated almost entirely by volunteers, we have been able to do over 500 retreat in 65 countries and 30 languages over the last 5 years. We have 300 planned for 2020 so the missional results are scaling rapidly.

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

Generosity Path, Inc.
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Causes
Philanthropy & capacity building Community & economic development Religion & spirituality
Posted by
Lee B
Lee B.

Finance Director

Our mission

Inspired by the radical generosity found at the heart of the good news of Jesus, Generosity Path releases you to live more generously and more freely than you might ever have thought possible.

Generosity Path is building a movement to see God's Kingdom come through releasing individual hearts to live generously. We believe this has the power to not only change their lives, but to bring positive and powerful change for churches, communities, countries and the entire world.

What we do

We do this through the carefully-crafted Journey of Generosity - a simple, interactive course that creates a space for people to have a conversation about faith, life and money

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