About this template
Every team offsite meeting is different depending on your objective, but this agenda template will help you keep things on track.
SoapBoxTeam Offsite Meeting Template
This agenda will help you keep your offsite on track.
Use this template for free
Preview 4.7/5 on Capterra
Team Meeting
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Next Steps Tracker
Drive accountability across your entire team with a built in next steps tracker. Next steps are documented during the meeting, sent out after, and followed up on automatically. Finally, meeting follow-up you don't have to chase.
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Conversational analytics that provide knowledge and resources to have more impactful, meaningful meetings. Run your meeting like a pro!
Suggested Questions
SoapBox will serve up battle-tested and recommended questions/icebreakers to help prompt productive conversations with your team. Quick-add questions to your next meeting agenda and start your next meeting off right.
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!
Group software that makes life easier
Have an amazing team offsite meeting in SoapBox: a central place for all your team meetings and one-on-ones.
Save time
Our meeting management tools make it easy to prep for your team offsite meeting quickly and easily. Keep your group as efficient as possible with our shared agendas and integrated meeting minutes.
Boost your productivity
Never lose track of a follow-up item again: our summary feature and action item tracker makes it easy to track decisions and next steps, right in your team offsite meeting agenda.
Have better conversations
Meaningful conversations happen when everyone in your group is prepared. Use our suggested items and agenda templates to get the conversation flowing in your team offsite meeting.