Team Offsite Meeting Template

This agenda will help you keep your offsite on track.

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Team Offsite Meeting Template
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Walkthrough

What’s the purpose of an offsite meeting?

Offsite meetings are a great opportunity for teams to get together and collaborate on tackling problems, refining goals, and planning out the future of the company outside a typical office environment (or finally face-to-face for remote teams)! There are many benefits and reasons to have an offsite meeting, including:

  • Sparking new ideas with a change of scenery
  • Running team building exercises to build camaraderie within and across teams
  • Bringing the team together for a hyper-focused day of problem solving and strategic planning without the interruptions
  • Giving employees the opportunity to work with people they don’t typically get to work with


Offsite meeting template walk-through:


1. Objectives - why we’re here

Use this time to clearly outline what you’re hoping to accomplish by the end of this offsite meeting. If it’s a day that's jam-packed with team-building activities, maybe the goal is that each employee learns something new about someone they don’t normally work with. If it’s a team’s offsite meeting, the goal might be to plan out your quarterly strategy. Whatever it is, be clear about what success will look like at the end of the day(s).


2. Ground rules

Outline the specifics and logistics of the offsite meeting. This includes how people will get to the offsite, by what time, and what the day will entail. You can also share more details on how people will be divided up into teams, and any restrictions or rules for the day.


3. Activities/sessions

Outline the day’s activities for your team so that everyone can prepare accordingly. Add the itinerary in this agenda for your team to have a place to easily refer back to at any time during the offsite.


4. Next steps

You’ve just completed your offsite meeting. What’s next? Document summaries, notes, and assign next steps so all of the hard work the team has put in gets put into motion ASAP!

About this template

Every team offsite meeting is different depending on your objective, but this agenda template will help you keep things on track.

Updated Feb 9, 2022

Team Offsite Meeting FAQs

How long should a team offsite meeting be?

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You should initially set your team offsite meetings for varies with your team. If you prepare and share an agenda in advance you're likely to get through more faster.

How often should you have team offsite meetings?

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Most team offsite meetings tend to occur as needed. As you go through a few iterations of them you may need to increase or decrease the frequency.

What should you discuss during a team offsite meeting?

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4 great things to discuss in your Team Offsite Meeting:

  • Objectives – why we’re here
  • Ground rules
  • Activities/sessions
  • Next steps

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Team Offsite Meeting Template
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