How To Report

How To: The Team Offsite Preflight Agenda

An Action-Oriented Agenda To Maximize Time Together

March 19th, 2024
With contributors:
James McQuivey, PhD , Anna Synakh , Frank Harris


Lay the foundation for an effective annual team offsite by following this agenda. It will ensure teammates’ definitions of strategic objectives, metrics, and collaboration strategies are aligned and on target. This how-to report describes activities to do before and during an offsite to maximize time together.

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