Planning, Coordination & Management — Handled by Experts

One trusted planning partner. Every detail thoughtfully managed.

Our full-service planning package is designed for companies that want an expertly planned retreat without asking their internal team to take on a second full-time job.

From the initial strategy and destination search through onsite execution, we manage the details, partners and logistics required to bring your team together successfully. Every retreat is different, so each planning scope and fee is customized according to the size, length, destination and complexity of the program.

What’s Included

• Retreat strategy and goal development

• Destination and venue research, sourcing and booking support

• Retreat budget development and ongoing budget management

• Contract review support and vendor payment tracking

• Air and ground transportation coordination through our preferred travel partners and platforms

• Accommodation planning and room-block coordination

• Detailed itinerary and program development

• Team-building activities, excursions and wellness experiences

• Leadership sessions, facilitators and guest speaker coordination

• Food and beverage planning, including thoughtful dietary customization

• Evening events, private dining and offsite experience planning

• Vendor sourcing, communication and management

• Retreat design and overall guest-experience direction

• Attendee communications and registration support

• Detailed planning timelines, production schedules and contingency plans

• Branded schedules, signage and printed-material coordination

• Regular planning meetings and ongoing email support

• Onsite retreat management and production

• Post-retreat wrap-up and debrief

Customized to Your Retreat

Our professional planning fees are based on:

• Number of attendees

• Length of the retreat

• Destination and travel requirements

• Number of venues, activities and program components

• Complexity of transportation and guest logistics

• Level of design and customization

• Onsite staffing and production requirements

Following an initial discovery call, we’ll create a customized planning proposal based on the complete scope of your retreat.

Third-party expenses—including accommodations, transportation, catering, activities, rentals and vendor services—are quoted separately and paid by the client.

Specialty Enhancements

Depending on your goals, your retreat may also include:

• Custom retreat branding and creative direction

• Welcome gifting and room-drop programs

• Custom-built attendee websites or retreat portals

• Hybrid or virtual programming

• Professional speakers and facilitators

• Photography, videography and post-retreat content

• Executive, VIP or companion experiences

Whether you’re bringing together a leadership group or several hundred employees, we build retreats that feel organized, intentional and genuinely worth leaving the office—or the home office—for.