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Team offsite survey: plan it around what people want

A free template for your next offsite: seven questions on dates, pace and what to plan for, a board of ideas to react to, and three pairs to choose between. One link for the whole team.

Free3 steps7 questionsNo account needed to answer

Every question in the template.

This is Offsite plan exactly as your team gets it, in order. Change any of it before you send it.

Welcome

Always first

Title
Offsite plan
Your note
We’re planning the offsite and want it to work for everyone. A few questions and pictures. Answer for yourself.
What they’ll do
  • Answer 7 short questions
  • React to about 8 images
  • Choose between 3 pairs of images
Time
Encore works it out from the steps. They can stop and pick up where they left off.

Step 1 · Form: Before the offsite

7 questions · Slides, one question per screen

  1. 1

    Which of these dates work for you?

    Pick Many
    • Date option 1
    • Date option 2
    • Date option 3
    • None of these work for me

    Put in the dates you’re holding. Results shows which one most people can make.

  2. 2

    Should the days be more about the work or about each other?

    Word Pair
    • The work
    • Each other

    One quick choice that tells you the balance people want before you plan a single session.

  3. 3

    How full should the days be?

    Spectrum
    • Plenty of free time
    • Packed from start to finish

    A slider between two ends, so you can see whether to plan every hour or leave room.

  4. 4

    Finish each line with the word that’s closer.

    This / Not That
    • Evenings should be together / free
    • Sessions should be in small groups / all together
    • The place should be close / worth the trip

    Three quick lines on evenings, group size and travel, answered one at a time.

  5. 5

    Which of these would you like at the offsite?

    Pick Many
    • A session on next year’s plan
    • Each team shows its work
    • A hands-on workshop
    • A long walk outside
    • A team dinner
    • A free afternoon

    Six ideas. They pick any they want.

  6. 6

    Should we stay overnight?

    Stake Binary
    • Yes, stay a night
    • No, home each night

    Your own cost sits on the card (the template says $180 a person as an example), so people answer with it in view.

  7. 7

    Is there anything we should plan for so you can take part fully?

    Long answer
    • Placeholder: Food, access, travel, family

    Dietary needs, access and travel, in their own words, before you book anything.

Step 2 · Moodboard: What should the days hold?

8 images · react to at least 5

Each person sees: “Tap images to react. Tell us what you’d want more of, and what you’d skip.” They click a picture, rate it from 1 to 10, pick what draws them in or puts them off, how it makes them feel, and can add a few words.

A long table of people making wreaths from greenery at a workshop
A hands-on workshop
Five colleagues leaning over a table of laptops and notes
A working session on next year
A crowd of colleagues talking at an evening event
An evening together
Two colleagues presenting to a seated teammate in a bright room
Each team shows its work
Three colleagues laughing together at a wooden table with laptops
A long lunch
Three women in a meeting at a table by a tall window
Small-group conversations
A team working around one long wooden table, seen from above
Everyone round one table
An open office with desks, a lounge corner and brick walls
A day in a borrowed office

Step 3 · Comparison: Which day would you rather have?

3 pairs per person

Title
Which day would you rather have?
Description
Pick the one that sounds more like a good day away.
Pairs
3 for each person, one pair at a time.
Source
Automatic: the pairs come from the pictures each person liked on the Moodboard.

Ending

Always last

They’re thanked by name and see what stood out in what they chose: the images they rated highest and the words they picked. You see every answer in Results.

Start your trial and Offsite plan is ready to edit and send.

Questions about this template.

Yes. It comes with every Encore account, including the 14-day free trial.

Yes. Every question, picture and pair is yours to edit, reorder or delete before you send it.

It’s seven short questions, about eight pictures and three pairs.

Yes. Every question works on a phone and a laptop, one question per screen or every question on one page.

Yes. Swap the template’s pictures for your venue and the plans you have in mind. People react to whatever you put on the board.

Send it before you book the venue.

14 days free. Add a card to start; nothing is charged until the trial ends. Cancel any time from Settings.