Roadmap to Building Your Retreat: A Planning Manual And Workbook
By Jennifer Agee, LCPC & Patrick Casale, LCMHS, LCAS
“Patrick and I have had amazing success with hosting retreats around the world. We know many of you have a dream of hosting retreats, too. Use our experience, organization and roadmap to help you launch your own successful and profitable retreat.” — Jennifer Agee
$99
Empowering You to Plan Your Dream Retreat
Are you ready to take the leap and plan your own retreat but feeling overwhelmed with where to start? Look no further than our Roadmap to Building Your Retreat manual and workbook. Jennifer and Patrick have poured their years of experience and expertise into this comprehensive guide to help you launch a successful and profitable retreat.
From identifying your target audience to creating a detailed timeline and coordinating vendors, this manual covers every step of the planning process. With tips on health and safety protocols, program scheduling, and post-retreat follow-up, you’ll have all the tools you need to plan an unforgettable event.
Jennifer and Patrick have successfully hosted 15 retreats in less than 3 years and they’ve included everything they learned along the way.
It’s time to map out your one-of-a-kind,
step-by-step retreat roadmap:
01 / Set Clear Goals and Objectives
Define the specific outcomes you want to achieve with your retreat. This will guide your planning and help measure success.
02 / Identify Your Target Audience
Determine who your ideal attendees are, including their demographics, interests, and needs.
03 / Create a Detailed Timeline
Develop a timeline for all planning activities, including deadlines for securing the venue, booking speakers, and launching marketing campaigns.
04 / Choose a Theme
Select a theme that aligns with your vision and purpose, creating a cohesive experience for attendees.
05 / Develop a Program Schedule
Outline the daily schedule, including sessions, activities, breaks, and free time.
06 / Find and Book Speakers
Identify and secure speakers or facilitators who can deliver valuable content and engage your audience.
07 / Plan Activities and Workshops
Design interactive and engaging activities that align with your retreat’s goals and theme.
08 / Organize Transportation
Arrange for transportation to and from the retreat location, if necessary, including airport transfers and shuttle services.
09 / Cater to Dietary Needs
Plan meals and snacks that cater to various dietary requirements and preferences of your attendees.
10 / Create a Packing List
Provide attendees with a detailed packing list, including any special items they should bring for activities or workshops.
11 / Design Marketing Materials
Create promotional materials such as flyers, social media graphics, and email templates to promote your retreat.
12 / Set Up Registration and Payment Systems
Choose and set up a platform for attendees to register and pay for the retreat.
13 / Create a Communication Plan
Develop a plan for how you will communicate with attendees before, during, and after the retreat.
14 / Plan for Health and Safety
Ensure you have protocols in place for emergencies, including first aid, medical services, and evacuation plans.
15 / Prepare Welcome Kits
Put together welcome kits for attendees, including useful information, branded merchandise, and other goodies.
16 / Arrange for AV Equipment
Secure any audio-visual equipment needed for presentations, workshops, or entertainment.
17 / Coordinate with Vendors
Communicate with all vendors, such as caterers, florists, and rental companies, to ensure everything runs smoothly.
18 / Plan for Relaxation Time
Include downtime in your schedule for attendees to relax, reflect, and network informally.
19 / Set Up Feedback Mechanisms
Prepare surveys or feedback forms to gather input from attendees during and after the retreat.
20 / Plan Post-Retreat Follow-Up
Develop a plan for following up with attendees after the retreat, including thank-you emails, sharing resources, and maintaining connections.
21 / Customized templates, contracts, and spreadsheets
Designed for you to start using and implementing immediately to help you stay on track and detail focused.
Begin Your Journey to Hosting a Live Event Today
$99 · Roadmap to Building Your Retreat: A Planning Manual And Workbook