Top Tips for Team Off-Site Meetings


Top Tips for Team Off-Site Meetings
 12/11/2016 12:00 AM

For every manager with a great reputation for leading offsite meetings, there is a manager who is known for planning meetings that provide cerebral nap times.

Offsite meetings can be great tools to recalibrate, motivate, brainstorm, and creatively connect with staff. In a world of virtual teams, email and Skype meetings, there is a special need for offsite meetings where teams can connect in person without interruptions or work distractions. Having had the privilege to work at many client team meetings, and sales/management conferences over the last 20 years, we have often been relied upon for some advice in planning and referring locations etc..

Unsurprisingly, perhaps, we’ve also heard from clients about the offsite meeting nightmares they’ve endured in the past, meetings that haven’t exactly led to better team cohesiveness or the fostering of future buy-in. While large conferences often employ teams of internal and/or external meeting planners, smaller offsite team meetings are generally left to a manager to arrange, perhaps with the help of an assistant or coordinator. These off-sites can have a variety of stated purposes, from building strategy to quarterly business review, often sprinkled with a dash of fun and “team-building”.

So if you or a colleague are in charge of organizing the team’s next offsite, here are some of our top Do’s and Don’ts to consider:

Do’s...

  • Do choose a creative location
    If your goal is to get undivided attention away from the office, choose a nice location (and go see it yourself, first). Whether it be an original school house or a place overlooking a lake or waterfall, select a spot with some independent appeal. This will be especially valued by attendees if your session involves being away from their families for an overnight stay. The opportunity to walk in some green space at break times is often refreshing. We’ve attended events at castles, cooking schools, bed and breakfasts, and even a unique funeral home. ( Many resorts have some different pros and cons. We are happy to refer some. From Blue Mountain, Hockley Valley, Niagara on the Lake, Sunnybrook Estates , and The IFL in Ontario to various global Fairmonts,  or Dolce Hayes Mansion in California. We've had the pleasure of working with clients at many.)
  • Do customize to your audience
    This means you need to know how to pack the “what” into the meeting. I recently attended a large evening event that featured a former NHL hall-of-famer, now in his late-60’s. Some certainly enjoyed it, but others (the audience contained quite a few ‘millenials’ ) had not even been born yet when he was a player, and probably wished he had gotten the hook from stage right a little sooner. Know your audience, and make sure your planning reflects that.

  • Do schedule for engagement
    Plan interactive dialog vs. an “information dump”. Team meetings are an excellent opportunity to gain input and brainstorm team solutions. If you spend the day talking “at" vs. "with" the team, don’t be surprised to see the smart phones come out as they disconnect from meeting content and connect to other issues online. (email us for a free article on  a creative problem solving technique any group can use in a meeting)

  • Do engage in Team Activity
    Feature something unique, beyond just the same-old, same-old. This is where outside vendors or consultants may help. Do your homework and relate it to the day. Be fun, but not frivolous. We’ve been asked to work at multi-day team offsites where our sessions were integrated with unique add-ins such as “team drumming”. On the other hand, know your group; you may get a big “yawn” with with the old ropes courses from the 90’s.

  • Do energize the atmosphere
    Ever attend a cocktail party in a library quiet environment? There is no buzz kill like having complete silence when a group gets together, which is why you hear music in Starbucks locations.  Play music at the beginning, while attendees are arriving or having coffee, and at content break times. It could be smooth jazz instrumental or some genre that appeals to the group. Note: it shouldn't be loud and distracting, so nix the Twisted Sister or Profanity-laced Snoop Dog (or Lion). You may even want to appoint a team DJ to select some tunes the team would like and have them create the play list.

  • Do consider a good outside speaker and if larger conference, a good meeting planner.
    Partner with an outside speaker who can add value and bring a new perspective to your team. Be sure to brief your speaker with general info about the team, the goals and themes of the offsite, as well as any recent issues to be aware of. If they are good, they will weave your theme and team objectives into their presentation. Another “outside voice” idea is to bring in a client or customer panel to add a valuable perspective. For larger meetings/conferences a good meeting planner or event firm can ensure a productive event aligned with strategic direction.

  • Do communicate while planning
    Build engagement before the event by communicating goals and desired outcomes of the meeting. If there is some prep work to be completed, send it out in advance with clear deadlines. You could even send out ‘welcome’ emails or cards the week before the session. We had one client that did this with the simple question, "What will next year look like?" on the card in advance of a planning meeting. Afterward, send out a follow-up communication thanking them for their participation, and summarizing the key points addressed, if appropriate.

Don'ts...

  • Don’t procrastinate in your planning
    A good team meeting requires forethought and planning. Allow time for all the content and logistics to be mapped out for a successful team event. Also, allow team members time to plan their personal lives around it. If it is overnight they may require notice to schedule baby sitters or dog walkers, etc.


  • Don’t put team members on the spot in front of peers
    If you would like any of the participants to speak at the offsite, be sure to advise them in advance. If you are planning to ask them questions about their area of business, let them know ahead of time so that they aren’t caught off guard. Not everyone is comfortable speaking extemporaneously, and most would appreciate being able to prepare.

  • Don’t encourage excessive alcohol consumption
    Many years ago, we were asked to provide facilitation at an overnight offsite meeting of national sales managers. There was an email sent out prior, stipulating no alcohol at the 3-day event. When we asked about it, we were told that they had encountered issues at previous events and for safety and liability reasons, they now have a no-alcohol policy.

  • Don’t forget to do a post survey
    Find out what they liked – and what they didn’t like. Asked what ideas they came away with, and what they’d do differently next time.

Most teams are working pretty hard these days.  If you have team offsites, develop a reputation for leading great meetings. Make use of offsites to allow for team connection and fun, along with the content, and you will build engagement and interest from the moment you announce the date.

In the Spirit of Growth,


Chuck

XLTeamwork.com


Contact us to learn more about what we could do to make your team meeting a success.


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