TeamRallyCompany Offsite Planning Checklist (Free Google Sheets Template)
An offsite is a hundred small tasks in a specific order. Do them out of order and you’re paying rush fees; skip one and you’re explaining to the CEO why there’s no projector. This checklist is the order.
What’s inside
- A 12-week countdown structure — tasks grouped by T-minus weeks, from budget sign-off to the 48-hour follow-up survey
- Owner and status columns so delegation is explicit, not assumed
- A progress bar showing percentage complete per phase
- The forgettable stuff included — insurance, accessibility needs, AV checks, plan-B weather options
How to use it
- Make a copy and set your event date — the T-minus dates calculate automatically.
- Assign an owner to every row. Unowned tasks don’t happen.
- Review it in a weekly 15-minute check-in with your planning crew.
Tips
- The two weeks after the RSVP deadline are the busiest. Don’t schedule vacation there.
- Lock the venue before announcing the date publicly. Venues fall through.
Related templates
- Company Offsite Budget Template
- Offsite Travel Itinerary Planner
- Notion Offsite Planner
The checklist handles the plan; the people handle the chaos. TeamRally automates the RSVP chasing, dietary collection, and reminders so the checklist actually shrinks — join the waitlist.