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Strategy Offsite Agenda Template

Setting the agenda may be intimidating due to the expectation to achieve something practical. Use this effective template for your next offsite session.

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Strategy Offsite Agenda Template:

1 📌 Set up

“What habits do we need to develop in order to get the most out of this offsite?”, “Do we consent to each other reinforcing these commitments?”, “How can we make them stronger?”

2 🤝 Connect

Increasing the sense of trust and psychological safety needed for constructive conflict and debate begins early in the offsite by fostering group connectedness. This can be done through different activities.

3 💬 Diverge

The process of coming up with new thoughts and possibilities is known as divergent thinking.

4 🤔 Converge

Analysis, judgement, and decision-making are all related with convergent thinking.

5 🚀 Commit

You’ve come together as a group, brainstormed fresh ideas, and made some key decisions at this point. It’s now time to commit as a group and lock it down.

6 🎉 Celebrate

Returning to the objective and vision you outlined in the introduction is a fantastic approach to wrap up the offsite. Thank the staff for their time and work, and congratulate them on a job well done.

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About the author

Dave Bailey

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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