# Corporate retreat planning checklist | Sourcing Force Events Source: https://events.sourcing-force.com/en/guides/corporate-retreat-checklist/ Plan your corporate retreat: objectives, venue, budget, suppliers and programme. Browse this online checklist before preparing your event brief. Resources/Retreat checklist The guide · Corporate retreats # Your corporate retreat planning checklist. A place where people want to meet. A programme that serves your objectives. And practical guidance for decisions: work step by step with existing choices and questions still open. Explore the checklist↗Prepare my brief Your meetings, your support ## Your retreat, step by step A guide to prepare your objectives, participants and suppliers before requesting a quote. BME provides the human service. Sourcing Force is procurement software that complements your ERP or S2P. Starting pointFive stepsAn exampleNext stepsFAQ 01 · Starting point ## Start before every detail is settled. This checklist helps you prepare retreat decisions. At each stage, gather known information and record what still needs confirmation. Already have a venue, supplier or quote? Keep those details. Your needs may cover just one service: catering, activities, accommodation, production or coordination. 02 · Five steps ## From your first objective to event day. Follow the five steps in the order that suits your project. For each decision, identify who approves it and what still needs checking with suppliers. - 01 ### Set the retreat’s direction - ✓Define the objective: align a team, share strategy, work together or build cohesion. - ✓Record expected numbers, starting locations, accessibility needs and participant constraints. - ✓Identify the organiser, decision maker and required internal approvals. For your brief Prepare: a priority objective, attendance to confirm and the people who approve the project. - 02 ### Choose the format and setting - ✓Specify a residential retreat or day meeting, preferred dates, duration and date flexibility. - ✓Define the destination or search area, access, transfers and accommodation needs. - ✓Describe the spaces required: plenary sessions, workshops, catering, activities and backup plans. Check capacities and availability. For your brief Prepare: venue and format criteria, existing choices and points to verify. - 03 ### Define the budget and service scope - ✓List cost categories: venue, rooms, catering, transport, activities, production and coordination. - ✓Record the budget if known, currency, whether tax is included, and assumptions about numbers and duration. - ✓Review inclusions, exclusions, options, cancellation terms and proposal deadlines. Avoid comparing different scopes. For your brief Prepare: covered cost categories, assumptions and services to delegate; unknown amounts remain to clarify. - 04 ### Organise approvals - ✓Gather existing quotes and distinguish a received proposal from a confirmed service. - ✓Define who compares, approves and confirms each service within your procurement process. - ✓Clarify required documents, contractual deadlines and deposit arrangements before committing. For your brief Prepare: a list by service with supplier, actual status, next action and owner; no implied agreement. - 05 ### Plan the programme and review - ✓Build the agenda: arrivals, welcome, workshops, breaks, activities and departures, including technical needs. - ✓Check participant instructions, operational contacts and backup plans with the people involved. - ✓Plan the review: attendance, feedback, actual costs and documents received. Distinguish estimated, committed and paid amounts. For your brief Prepare: a shared programme, event-day responsibilities and information for the review. 03 · An example ## What does a clear event plan look like? A useful brief distinguishes confirmed choices, assumptions and services to clarify. It can stay simple without treating a possible venue as a reservation. Fictional planning example: these details illustrate the checklist. ### Planning a residential corporate retreat A team of 80 is planning two days of work and team activities. The destination and budget remain open; a possible venue has already been identified. ObjectiveShare priorities for the next six months and plan a workshop session. Existing choiceKeep the identified venue as an option. Check capacity, rooms, access and availability before confirmation. Services to delegateCompare catering and a group activity. Review inclusions and define who approves each proposal. Open questionsConfirm numbers, dates, budget and approvals. Plan an alternative to the outdoor activity. 04 · Next steps ## Gather your plans in a brief. Transfer your notes to the event brief. Unknown details can remain open and you can keep your usual suppliers. You can then request a quote through the HubSpot form after reviewing your brief. ### Clarify budget categories A framework to review parameters, inclusions and assumptions, without an automatic estimate. View the page ↗ ### Explore corporate retreat planning Formats, services and venue choices to prepare for your event. View the page ↗ ### Prepare my brief Gather your notes and services to clarify in an event brief before requesting a quote from BME. View the page ↗ BME acts as a single supplier in the procurement process. Sourcing Force complements your ERP/S2P for oversight. Each service follows its approvals: this checklist and event brief create neither a purchase request nor an order and confirm no service. Understand event procurement with Sourcing Force ↗ Planning questions ## Move forward with what you know. Can we start without final dates or a budget?+ Yes. Record your preferred period, date flexibility and cost categories. Numbers, amounts and unsettled choices can remain open in the brief. Do we need to revisit suppliers already selected?+ Keep your choices and existing quotes. Distinguish an option, a proposal and a confirmed service, then identify only the services to delegate or complete. Does this checklist confirm a reservation?+ Reading the guide and preparing a brief do not confirm a reservation. Each service follows applicable approvals, contractual terms and procurement processes. Your next event ## You have the guidance. Shape your project. An objective, existing choices and services to clarify: start with what you know. Prepare my brief↗