Team Off-Site or Retreat Planning

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


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Posted July 19th

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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 are planning a retreat for our Young Professionals Steering Committee. This is in an effort to relaunch our group and focus our efforts. We want to review our successes and reconnect to the mission of the SPCA of Texas.

What We Have In Place
  • We have 3 staff liaisons and a dedicated chair to help with planning. Our budget is small at just $500. We plan on holding the retreat at the shelter but need to plan an engaging agenda.
How This Will Help
This project will save us $8,686 , allowing us to save more animals and build a group of young professionals to help raise even more support for the organization.

This group's inaugural year fell during 2020. although we were able to secure a few new members it was rough. Now we want to find a way to reengage members and also help steering committee members feel more dedicated.

Project Plan

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
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.
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
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

SPCA of Texas
Our Mission

The SPCA of Texas is dedicated to providing every animal exceptional care and a loving home.

What We Do

The SPCA of Texas (Society for the Prevention of Cruelty to Animals of Texas) is the leading animal welfare agency in North Texas with two shelters and three spay/neuter clinics located in Dallas and McKinney, and serves as an active resource center providing an array of programs and services that bring people and animals together to enrich each others' lives.

A comprehensive animal welfare agency, the SPCA of Texas is not affiliated with any other entity and does not receive general operating funds from the City of Dallas, State of Texas, federal government, or any other humane organization.

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