RETREAT BUDGET & PLANNING WORKSHEET

Retreat Objectives:

Length and Date of Event (one day, two day, etc. in Month)

Type of Content Desired (fun team building programs, corporate training workshops, planning sessions)

Number of Attendees (Departments/Divisions)

Budget

Pre-Retreat Checklist

�       Make reservations for lodging for retreat participants.                             

�       Make reservations for retreat venue.

�       Make food/snack arrangements

�       Communicate retreat detail to attendees.

�       Set up transportation plan.

�       Circulate retreat agenda and obtain final approval from key team members.

�       Plan recognition/incentive gifts.

Retreat Checklist

�       Provide attendees with a detailed itinerary.

�       Meet with facility contact to ensure that catering is handled.

�       Meet with facility contact to ensure that meeting or break-out rooms are set up properly.

�       Have sessions videotaped (if applicable)

�       Have events photographed (if applicable)

�       Meet with Luxury Events and Resorts

Post-Retreat Checklist

�       Review post-program report from Adventure Associates with key team members.

�       Plan any follow-up activities accordingly.

�       Circulate photos or video of retreat (if applicable) to the team

Budget Checklist

�       Facility rental (guest and meeting rooms)

�       Meals and snacks

�       Travel for attendees

�       Adventure Associates (we can make recommendations via our online Request for Pricing)

�       Special activities costs (dinner cruises, golfing, etc.)

�       Photography and or videotaping

�       Incentive prizes