Back to all projects

Team Off-Site or Retreat Planning

Help Cutchins Programs for Children and Families have a focused, engaging and successful offsite retreat for their staff or clients by planning the content programming and logistics, and sharing best practices.
Cutchins Programs for Children and Families
Amherst, MA, USA
Cutchins Programs for Children and Families
Unfollow
Log in to follow
Cutchins Programs for Children and Families
Amherst, MA, USA

0

Live Projects

1

Matched Projects
2 Followers
Cause
Philanthropy & capacity building
Skills
Human resources Project management

Posted September 21st

Share this project:
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

I am requesting consultation in deliverying a virtual staff retreat. Last year, three months on the job, my exec director asked me to coordinate and facilitate a staff retreat during a pandemic. I was successful at coordinating and facilitating the two-day virtual retreat; however, I had no frame of reference to compare other than from virtual teaching. The time is near for planning this year's retreat, and I want expert advise.

What we have in place
  • We currently have the technology using Zoom and a small budget of $1,000, which should make it easy for you to get started. We also have information and framework from last year's retreat, and the ability to provide any other information you need.
How this will help
This project will save us $8,686 , allowing us to save money keeping employees and not having to hire replacements. The we can engage and show care for employees, the likelyhood we will retain their services because they feel valued and connected.

This project will continue the path of building a cohesive team, help with getting new staff acclimated to their new team; set the focus on the coming year; and enable staff to show up in a more relaxed mode.

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
Show more

About the org

Cutchins Programs for Children and Families
Unfollow
Cause
Philanthropy & capacity building
Posted by
Rose W
Rose W.

Director, Finance & Administration

Our mission

The Peace Development Fund works to build the capacity of community-based organizations through grants, training, and other resources as partners in human rights and social justice movements. As a public foundation, we nourish, foster, and encourage the diverse, self-sustaining and economically viable communities that are essential to building a peaceful, just and equitable world.

Testimonials

Read the Impact Story
(No testimonial has been submitted by Rose)
(No testimonial has been submitted by Nevin)
The pixel