Offsiteio · Templates
Free offsite and company retreat planning templates
Copyable run sheets, rooming lists, venue RFPs, itineraries, agendas, surveys and emails for the person who books the offsite. Each comes with a filled-in example and a CSV or Markdown download.
Free, copyable templates for executive assistants, chiefs of staff and people teams who plan team offsites and company retreats. Each page has the template, how to use it, a filled-in example, the mistakes to avoid and a Markdown or CSV download. For the big-picture plan, start with the offsite planning checklist, the offsite agenda templates and the offsite budget template.
Agendas
Board retreat agenda template (sample 1-day and 2-day agendas)Sample board retreat agendas for company boards: strategy time instead of a regular meeting, the pre-read pack directors need and a format for executive sessions.Leadership offsite agenda topics: 40 discussion topics and questionsA bank of discussion topics and questions for leadership and executive offsites, grouped by theme, with a simple way to pick the three or four that matter now.Sales kickoff agenda template (SKO agenda for 1, 2 or 3 days)SKO agendas that balance strategy, skills and celebration: a 1-day and a 2-day version with session goals and owners, plus the planning checklist revenue ops needs.Strategic planning retreat agenda template (strategy offsite)Timed 1-day and 2-day strategy offsite agendas built around decisions, not presentations, with the pre-work, ground rules and decision log that make them stick.Team building agenda template for offsites and team retreatsHalf-day and full-day team building schedules for an offsite, with activities matched to the goal, group sizes, energy levels and a plan for people who'd rather sit out.
Venue sourcing and booking
Offsite venue RFP template (event and hotel request for proposal)A venue request for proposal written for team offsites: the brief venues need, the room block and meeting space specs, the questions to ask and a grid to compare replies.Venue comparison template for offsites and corporate retreatsCompare offsite venues on the things that decide a retreat: meeting space, sleeping rooms, getting there, total cost and contract terms, with a weighted score.
Travel and attendee logistics
Corporate retreat itinerary template (company trip itinerary)The attendee-facing itinerary for a company trip: travel and hotel details, a day-by-day schedule, what to wear and who to call, in one page people actually read.Group travel tracker template (team travel itinerary and arrivals manifest)Track a whole team's travel to an offsite in one sheet: every traveler's flights, an arrivals and departures manifest, airport transfer groups and booking status.Offsite packing list: what to bring to a company retreatThe packing list to send attendees before a company retreat, plus the organizer's kit: documents, work gear, clothes for each part of the agenda and the easily forgotten.Retreat registration form template for company offsitesEvery field to collect from attendees before a company retreat, in one form: names as on ID, travel, rooms, dietary and accessibility needs, and emergency contacts.Rooming list template for company retreats and group hotel staysThe hotel rooming list your group block needs: one row per guest, room and bed types, who shares, dates, billing and special requests, ready to send to the hotel.Run of show template for team offsites and company retreatsThe minute-by-minute run sheet that keeps a multi-day offsite on time: every session, transfer, meal and AV cue, with an owner and a backup plan.
Communications and surveys
Offsite announcement email templates (save the date to welcome note)Six copy-ready emails for a company offsite: the announcement to staff, save the date, registration, logistics, final reminder and a welcome note, with when to send each.Post-offsite survey questions (company retreat feedback template)Retreat feedback questions that tell you whether the offsite worked: outcomes, sessions, connection and logistics, with rating scales and a short version.Pre-offsite survey questions (pre-retreat attendee survey template)The questions to ask attendees before a team offsite or company retreat: what they want from it, what worries them, what they need, and a baseline to measure against.
Approval and follow-through
Offsite action plan template: debrief, decisions and follow-upWhat to do in the week after an offsite: a decision log turned into owners and dates, a short debrief, the recap email to the company and 30-, 60- and 90-day check-ins.Offsite proposal template: the business case to get a company retreat approvedThe internal one-page proposal that gets a team offsite or company retreat approved: why now, what it will achieve, options, an itemized budget, timeline and a clear ask.
Want it planned for you?
Offsiteio plans team offsites and company retreats end to end, in 35+ destinations, from about $999 per person depending on destination, with flights quoted separately. Every trip comes with 24/7 remote support, and you can add an optional on-site coordinator. Get a free itemized proposal in days.
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