Notion – Company Retreat Planning Checklist Template


Use this template to use for planning for your next company retreat.

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Notion – Company Retreat Planning Checklist Template

Use this template to use for planning for your next company retreat.

Why You Need This Template

Planning a company retreat can be a daunting task with many moving parts to consider. The Company Retreat Planning Checklist Template is designed to streamline this process, helping you organize and execute a successful retreat without missing any crucial details. With this template, you can focus on creating a retreat that is not only productive but also enjoyable for all participants.

Template Features

  • Comprehensive Planning Sections: The template covers all stages of retreat planning, from pre-planning to post-retreat evaluation and analysis.
  • SMART Goals Setting: It guides you to set specific, measurable, achievable, relevant, and time-bound (SMART) goals for your retreat.
  • Budget Planning: Develop an initial budget, including accommodations, meals, activities, transportation, and miscellaneous expenses.
  • Location & Venue Selection: Research and select the best locations and venues considering availability, pricing, proximity, and accessibility.
  • Accommodations & Transportation: Plan lodging, reserve rooms, and arrange group transportation efficiently.
  • Activities & Agenda Planning: Schedule team-building exercises, workshops, seminars, and allocate free time for relaxation.
  • Food & Beverage Management: Choose catering options, accommodate dietary restrictions, and plan breaks and snack times.
  • Technology & Equipment Preparation: Ensure access to necessary tech, prepare for presentations, and test audio-visual equipment.
  • Communication & Coordination: Design invitations, track RSVPs, disseminate information, and coordinate on-site activities.
  • Feedback Collection & Analysis: Collect and analyze feedback from attendees for continuous improvement.

Adding Template To Your Account

After purchasing the template from Gumroad, you can easily duplicate it to your Notion account by following these steps:

  1. Open the Template: Click on the template link you received after purchase.
  2. Duplicate the Template: On the upper-right corner of the Notion page, you will see a “Duplicate” button. Click on this button.
  3. Select Workspace: Choose the Notion workspace where you want to add the template.
  4. Confirm Duplication: Click “Duplicate” again to confirm. The template will then be added to your selected workspace, ready for use.

With these simple steps, the Company Retreat Planning Checklist Template will be available in your Notion account, ready to assist you in planning an unforgettable company retreat.

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