Templates · Operations & projects
Offsite agenda template
Team or leadership offsite plan: goals, pre-reads, day-by-day schedule, sessions with owners, decisions to make, logistics and outcomes
Start with this template →Sign in
Opens on reph with the template ready to start. No account needed; sign in to keep your document.
Filled example
The template filled in for a made-up company, so you can see what good looks like.
Fernhill product leadership offsite
Organizer: Rosa Lindqvist · Date: 2026-10-15 · Location: Harbor House, Lisbon · Attendees: Rosa, Ade, Mei, Jonas, Carla, Theo
Goals
- Leave with a ranked 2027 product bet list that engineering can size
- Agree how product and design share discovery work after the reorg
Pre-reads
Decisions to make
| Decision |
Options on the table |
Decider |
Session |
| Top three bets for 2027 |
Seven candidate bets from the research |
Rosa |
Day 2 morning |
| Discovery ownership |
PM-led, design-led, or paired trios |
Rosa with Ade |
Day 1 afternoon |
| Sunset the legacy reports module |
Sunset in Q1, Q3, or keep |
Jonas |
Day 2 morning |
Schedule
| Day |
Time |
Session |
Owner |
Format |
| Day 1 |
09:30 |
Arrival and goals |
Rosa |
Plenary |
| Day 1 |
10:30 |
What customers told us |
Mei |
Workshop |
| Day 1 |
14:00 |
Discovery ownership |
Ade |
Breakouts |
| Day 1 |
19:00 |
Team dinner |
Rosa |
Social |
| Day 2 |
09:00 |
Bet ranking and legacy reports |
Jonas |
Plenary |
| Day 2 |
15:00 |
Outcomes and commitments |
Rosa |
Plenary |
Sessions
What customers told us
Owner: Mei. Goal: agree on the three themes every bet must address. Pre-read: research synthesis.
- Input: 42 interviews, the churn analysis
- Output: three themes with supporting quotes, posted to the wall
Bet ranking and legacy reports
Owner: Jonas. Goal: a ranked list sized against capacity.
- Input: seven candidate bets, capacity estimate of 38 engineer-quarters
- Output: top three bets and a sunset date for legacy reports
Logistics
Travel, venue and practical details
- Venue: Harbor House, Rua do Cais 12, room Atlântico, wifi on the room card
- Travel: arrive by 09:00 on Day 1; taxi from the airport takes 25 minutes
- Accommodation: Hotel Alfama, booked by Theo
- Meals and dietary needs: two vegetarian, one gluten free
- Budget: 9,000 EUR, approved by Rosa
- Emergency contact: Theo Brandt
Outcomes
| Outcome or decision |
Owner |
Next step |
Due |
| Bets ranked: reporting rebuild, AI summaries, SSO for mid-market |
Rosa |
Share with engineering for sizing |
Oct 24 |
| Discovery run by paired PM and designer trios |
Ade |
Pilot with two teams |
Nov 7 |
| Legacy reports sunset in Q1 2027 |
Jonas |
Customer notice draft |
Nov 1 |
Parked topics for later:
- Pricing for the analytics add-on
- Whether design reviews move to async
The template
Show the blank template
Offsite agenda
Organizer: [your name] · Date: [date] · Location: [venue, city] · Attendees: [names]
Goals
Two or three outcomes that justify everyone traveling. Phrase each as something you will have when you leave.
Pre-reads
Read before arrival. Each with an owner and a one-line reason to read it.
Decisions to make
The point of being in one room. Each decision maps to a session below.
| Decision |
Options on the table |
Decider |
Session |
|
|
|
|
Schedule
Leave slack: sessions run long, and the hallway conversations are half the value.
| Day |
Time |
Session |
Owner |
Format |
| Day 1 |
09:00 |
Arrival and goals |
|
Plenary |
| Day 1 |
10:00 |
[Session] |
|
Workshop |
| Day 1 |
14:00 |
[Session] |
|
Breakouts |
| Day 2 |
09:00 |
[Decision session] |
|
Plenary |
| Day 2 |
15:00 |
Outcomes and commitments |
|
Plenary |
Sessions
[Session name]
Owner: [name]. Goal: [what this session produces]. Pre-read: [link].
Logistics
Travel, venue and practical details
- Venue: [address, wifi, room names]
- Travel: [arrival window, transport from the airport or station]
- Accommodation: [hotel, booking reference owner]
- Meals and dietary needs: [collected by date]
- Budget: [amount, approver]
- Emergency contact: [name, phone]
Outcomes
Filled in during the closing session, before anyone leaves.
| Outcome or decision |
Owner |
Next step |
Due |
|
|
|
|
Parked topics for later:
Questions
- How many goals should an offsite have?
- Two or three; more turns it into a conference
- When should pre-reads go out?
- At least three working days before, so the room discusses instead of reading
- How do we keep outcomes from fading?
- Fill the Outcomes table before people leave and review it at the next weekly team meeting
Fill it with your agent
Connect Claude to reph over MCP, then paste this. The draft arrives as suggestions you accept or reject section by section. How to connect Claude.
Find my reph doc "Offsite agenda" with search_docs, then read it with read_doc. Draft goals, decisions to make and sessions from the planning notes I paste, pull pre-reads from docs I link, and build the schedule so every decision has a session and an owner. Fill logistics only from details I give. File it with suggest_edit, one replace_section op per section (heading line kept) so each can be accepted alone. Ask each open question (decisions without an owner, sessions with no pre-read) with add_comment quoting that section's heading line, then call request_review with a one-line summary.
Related templates
Weekly team meeting
Running agenda for the weekly team meeting: wins, metrics, priorities, blockers, decisions and action items with owners
ManagerEngineering managerTech leadProduct managerOperations1:1 notes
Recurring 1:1 agenda: wins, blockers, growth, action items
ManagerEngineering managerTech leadRetrospective
What went well, what didn't, and what we'll change
ManagerOperationsEngineerProduct managerAll-hands agenda
Run of show for a company all-hands: timed segments with presenters, Q&A collection, and follow-ups owed afterwards
ExecutiveFounderOperationsCommunicationsManagerProject kickoff
Align a new project on goals, scope, roles and cadence
ManagerProduct managerOperationsRACI matrix
Who is Responsible, Accountable, Consulted and Informed
ManagerOperationsProduct managerStart with this template →Sign in