Guide

Planning a company offsite

A running order that works, the mistakes that are hard to recover from, and how much to schedule.

Decide the one thing first

An offsite can achieve one substantial thing. Not three. Teams arrive with a list — set strategy, build relationships, fix the process problem, celebrate the year — and attempt all of it, and the result is four shallow sessions and a sense that nothing was decided.

Pick the one thing, write it at the top of the agenda, and judge every proposed session against it. The other items can be the social programme or next quarter's problem.

The schedule that works

Under-schedule by about a third. The single most common offsite mistake is a full agenda from nine to six. Sessions run over, the good conversations happen in the gaps, and a group with no slack gets progressively more tired and less useful each day.

Hard work in the morning, always. Strategy, decisions, anything difficult goes before lunch on day one, when the group is fresh and the dynamics have not set.

Social on the first evening, not the last. People who have eaten together work better the next morning. Saving the social event for the end wastes it.

Build in genuine free time. Two hours in an afternoon with nothing scheduled is not a gap in the agenda, it is where half the relationship building actually happens.

One early finish. Finishing at four on one day does more for the group's energy than any activity you could have run between four and six.

Mixing work and activity

The best offsite activities are the ones that feed the work sessions rather than sitting beside them. A pre-mortem before the planning session. An expertise map before a conversation about who owns what. A pre-dinner activity that mixes people who will work together the next morning.

Avoid the pattern of three hours of slides followed by an unrelated game. The game reads as compensation for the slides, which tells everyone what you thought of the slides.

The things that are hard to recover from

Scheduling an overnight stay without checking whether everyone can do an overnight stay. Caring responsibilities, medical needs and simple preference all matter, and finding out on the day is too late.

Making the social programme the only place where relationships form — because the people who leave at six then miss the entire relational content of the event.

Letting the leadership team have their own separate agenda in a side room. Everyone notices, and it undoes the premise of the event.

Not writing anything down. Agree in advance who captures decisions and sends them out, and make it someone who is not also facilitating.

Afterwards

Send the decisions and the actions within two days, while people still remember the context. After a week the offsite becomes a pleasant memory rather than a set of commitments.

Schedule the first review before everyone leaves the building. 'We will look at these six actions on the fourteenth' said in the room is worth more than any amount of follow-up afterwards.

Activities that put this into practice