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Team Off-Site or Retreat Planning

Help Community Investment Network have a focused, engaging and successful offsite retreat for their staff or clients by planning the content programming and logistics, and sharing best practices.
Community Investment Network
Raleigh, NC, USA
Community Investment Network
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Community Investment Network
Raleigh, NC, USA

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Cause
Philanthropy & capacity building
Skills
Human resources Project management

Posted January 17th

Team Off-Site or Retreat Planning

Project details

What we need
  • A detailed agenda for the team event, including a rundown of content and activities
  • A project plan that itemizes the key steps and timelines for preparation and logistical considerations, such as travel and accommodations, catering needs, guest speakers, session content development, and materials
  • A communication plan to attendees including themes, goals, logistics and any preparation participants should consider before the event
  • A draft budget showing any known costs associated with the team event
Additional details

Community Investment Network will have an annual conference the first or second week of October 2019. This will also be a celebration of our 15th year in existence.

I am in need of a conference project plan to make this conference a success.

What we have in place
  • We currently have a Conference Chair for you to work with, which should make it easy for you to get started. We also have a theme, 2 dates, location and historic planning information, and the ability to provide any other information you need.
How this will help
This project will save us $8,686 , allowing us to re-invest the savings back into our signature programs and the annual conference.

Community Investment Network is a national network of giving circles. The organization will be celebrating our 15th anniversary at the upcoming conference in 2019.

We have several milestones to celebrate. We have a new trademark on We Are Philanthropists, we have had paramount success with two signature programs, and we want to celebrate those we have supported us from the beginning to our current existence.

Also this will be our first conference without our previous conference planner.

Project plan

P
Prep: Information Sharing
  • The Volunteer Manager shares information about the team event with the Professional, including the planned date, number of participants, total available budget, goals, and any other available details regarding the planned or preferred location, content, theme, or activities
  • The Professional and the Volunteer Manager meet to discuss the team event concept, brainstorm ideas for content and activities, and establish timelines for the project
  • Note: This project does not include the Professional's attendance at the team event or any coordination of the event itself. If you would like pro bono help with creating a detailed event budget for your team offsite, please post the Event Budget Creation project
1
Milestone 1: Content & Agenda Planning
  • Based on the Organization’s goals for the team event and the direction provided on content, the Professional provides an outline of the proposed content and schedule for the Volunteer Manager to review
  • The Volunteer Manager discusses the proposed content and schedule with other internal stakeholders, and provides feedback to the Professional
  • The Professional revises the proposed content and schedule, and advises the Volunteer Manager on next steps the Organization may need to take to develop the content, such as invite guest speakers, request staff members to lead sessions, etc.
2
Milestone 2: Logistics Planning
  • The Professional provides a draft project plan that identifies key preparation steps and logistics, as well as assignments and timelines for each item
  • The Volunteer Manager reviews the draft project plan with internal stakeholders, and provides feedback to the Professional including key logistics decisions like venue and timing.
  • The Professional finalizes the project plan, and advises the Volunteer Manager on next steps to implement it
3
Milestone 3: Draft Budget
  • The Professional drafts a budget for the team event and fills it in with any known costs, such as venue, travel, materials, guest speakers, etc.
  • The Volunteer Manager reviews the budget with internal stakeholders and provides feedback to the Professional
  • The Professional incorporates the feedback and delivers the draft budget to the Volunteer Manager
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About the org

Community Investment Network
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Causes
Philanthropy & capacity building Community & economic development Diversity & inclusion
Posted by
Colette L
Colette L.

CIN Board of Directors / Conference Chair

Our mission

The Community Investment Network inspires, connects and strengthens African Americans and communities of color to leverage their collective resources and create the change THEY wish to see.

What we do

We inspire people to give by design.

Organize giving circles. Redefine philanthropy. Debunk assumptions and myths about who can be a philanthropist. We believe that people of all races, all classes and all ages have the means and capacity to be a philanthropist.

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