Setting the stage for a successful in-person meeting starts now. Whether it’s a leadership retreat, team-building event, or company-wide strategy session, asking the right questions early can save time, money, and stress. Here’s a quick checklist to guide your planning:
Clarify the Purpose
Why is the meeting happening? What outcomes do you want? And how do you want attendees to feel when they leave?
Lock in the Budget
Do you have the funds? Key costs to include: hotel, meals, airfare, AV, speakers, swag, and more. (Pro tip: If 2025 isn’t possible, start prepping for 2026 now!)
Secure Internal Buy-In
Make sure your stakeholders are on board before you invest time with venues or planners. Use a polished presentation with data to highlight ROI and win their approval.
Choose the Right Location
Airport hotel, city-center, or resort? Each has unique benefits. Present a few vetted options and consider site visits for larger meetings.
Plan a Collaborative Agenda
Will sessions be large group, breakouts, or both? Involve key stakeholders and sponsors to ensure everyone’s goals are met.
Let OnPoint Meetings + Signature Travel take care of the details, so you can focus on the big picture. We’ll help you plan a seamless, impactful meeting that exceeds expectations. Let’s make your next meeting one for the books!