Read First: This is a sample agenda for running your team’s strategic planning offsite successfully. Do the prep to make it a successful time together, and make this your own!

Welcome to our Annual Planning Offsite!

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We’re excited to get everyone together again in Saint Louis XX/XX/XXXX - XX/XX/XXXX . We’ll use the time to reflect on progress we’ve made in

Location

4220 Duncan Ave, STE 200 Saint Louis, MO 63118 (Right across from Aloft Cortex Hotel)

<aside> 💡 Note: We’ve moved over to the 4220 CIC building and we’ve rented an 8 person office for parts of our time together We’ll convene in 4220 not 4240. The name of the office we’ve been assigned is Winter Soltice (3rd Floor, of 4220) . We’ve rented this office from 9-1 PM each day and will use conference rooms for our afternoon sessions.

Text Nak if you have questions day of 1-888-888-8888

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https://goo.gl/maps/xV7Ewjf3qZMHrrHw7

Table Of Contents

Who’s coming?

Arrival & Lodging

<aside> 📌 Airbnb Address 4566 Gibson Ave, St. Louis, MO 63110, USA

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<aside> 📌 Aloft Address 4245 Duncan Avenue, St Louis, Missouri

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Andrew has booked an Airbnb for ya’ll to stay in. Please coordinate getting into the Airbnb with him: 203-984-7619.

Expenses

Please read/review our reimbursable expenses policy for guidance on expenses while traveling and how reimbursements are processed. Keep your receipts and submit them using the below.

[LINK TO YOUR EXPENSE POLICY]

Goals - Make this a successful time together 🎯

  1. Get 10/10 alignment on 2023 and Q1 DFS 🛥️
  2. Clarity around what will make this a great quarter for each department and how we’ll achieve success as a team ⏩
  3. Continue to build trust with each other in the process 💙

Preparation 📖

Mike Salguero on Twitter: "Are you doing planning for 2023? Good! Here's my annual recipe for getting great goals for the following year! We've done this annually to build a $600M revenue biz! / Twitter"

  1. We will kickoff our offsite with a reflection exercise. In advance of meeting please give some thought to the following questions and please come prepared to discuss:
  2. Read our 2023 Kickoff prep doc (below) we prepared for our investors. We’ll use this to guide our DFS/Q1 planning discussions - come prepared with your honest concerns/questions about our direction so we leave this aligned!

Agenda ⏰

Tuesday XX/XX/2023 1️⃣

<aside> 💡 Share any important location notes here, for example: We booked the **Flame** conference room in building 4220 on 2nd floor, near Kitchen.

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