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The Complete Retreat Planning Kit
Most retreats fail for the same reason: they’re built as events — fill the days, book the venue, hope people bond. The good ones are built as decisions. This kit is organized around that difference — the principles, the agenda shape, the checklist, and the follow-through that make an executive retreat change something.
What’s inside
- 01 The three design principles What separates a retreat that changes something from one that just happened.
- 02 Five sponsor-alignment questions Settle these with your executive sponsor before you book anything.
- 03 The agenda shape The ⅓ content / ⅓ conversation / ⅓ connection rule — and how to build the day around it.
- 04 Venue & logistics checklist Everything that quietly makes or breaks the room, in one list.
- 05 The countdown A prep timeline — what to lock, and when, from weeks out to the day of.
- 06 Budget worksheet A simple frame for what to spend where, without guessing.
- 07 The 30-day follow-through The retreat isn’t the point. What happens after is — here’s how to hold it.
The kit gets you a well-run retreat. Whether it’s the one that finally fixes the thing your team keeps avoiding is usually not a logistics question — that’s what a free 15-minute Calibration Call is for. No pitch, just a sharper plan.
Get the kit
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A one-page PDF kit · ~1 MB · opens in any reader. You’ll only hear from us about the kit unless you ask for more.