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Team Off-Site or Retreat Planning

Help SafeHaven of Tarrant County have a focused, engaging and successful offsite retreat for their staff or clients by planning the content programming and logistics, and sharing best practices.
SafeHaven of Tarrant County
Arlington, TX, USA
SafeHaven of Tarrant County
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SafeHaven of Tarrant County
Arlington, TX, USA

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Cause
Human services
Skills
Human resources Project management

Posted March 17th

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

We have a new leadership team - c suite - at our office. Three of us have been on the team for a long time, and we have one new addition. It has changed the dynamic of our team and, while it's still early in our forming stage, I think we would benefit from some amount of team building or retreat to help grow our relationships with one another.

What we have in place
  • We currently have our team identified, dollars available, and COVID vaccines, which should make it easy for you to get started. We also have willing hearts, optimism, time,, and the ability to provide any other information you need.
How this will help
This project will save us $8,686 , allowing us to be the strongest c-suite we can be - women supporting women - and serve our staff and our community in the best ways possible.

We are currently without a strategic plan (the previous one ended about a year ago) and we have delayed going through the planning process again due to COVID. We also have a new leadership team - three of us have been here for a while, one new member - and this has changed our dynamic. We need to learn to trust one another and figure out how best to work together.

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.
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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

SafeHaven of Tarrant County
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Causes
Human services Gender equity & justice Housing & homelessness
Posted by
Kathryn J
Kathryn J.

President & CEO

Our mission

The mission of SafeHaven is to end domestic violence through safety, support, prevention and social change.

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