{"id":"3acd489f-b0b5-4827-b96d-566d2df0f050","shortId":"jAD2SY","kind":"skill","title":"running-offsites","tagline":"Plan and run a team offsite/retreat: agenda, facilitation guide, logistics, post-offsite action plan.","description":"# Running Offsites\n\n## Scope\n\n**Covers**\n- Designing an offsite that produces **durable alignment + decisions + momentum** (not “good vibes”)\n- Choosing the right format: **1-day whiteboard sprint**, multi-day retreat, or remote-first **quarterly bursts**\n- Creating conditions for deep work: **laptops down**, physical collaboration, and “out of day-to-day” space\n- Building human connection **before** hard strategy work (so the room can disagree productively)\n- Ending with clear artifacts: decisions, action plan, and follow-up communication that prevents backsliding\n\n**When to use**\n- “Plan a team offsite / retreat with a concrete agenda and outputs.”\n- “Design a strategy offsite that results in decisions and owners.”\n- “We’re remote-first—create a quarterly in-person ‘burst’ plan.”\n- “Create the offsite prework + facilitation guide + logistics checklist.”\n- “Turn our offsite into a documented plan and follow-up comms.”\n\n**When NOT to use**\n- You’re trying to fix deep interpersonal conflict with a workshop (“storytelling” won’t fix trust); do conflict repair first (or involve HR/leadership).\n- You don’t know what you’re trying to achieve (use problem definition or product vision first).\n- You need a single meeting agenda and facilitation plan, not a multi-session program (use `running-effective-meetings`).\n- You need to design recurring team ceremonies or rituals (use `team-rituals`; offsites are one-time or quarterly events, not ongoing cadences).\n- You need stakeholder buy-in for a specific proposal (use `stakeholder-alignment`; an offsite may include alignment sessions, but the alignment campaign is a separate skill).\n- You need to build a presentation or keynote for one session (use `giving-presentations`; this skill designs the full offsite program).\n- You need a large-scale event with complex vendor/contracting needs (use professional event planning support; this skill focuses on team-level offsites).\n- The request is HR/legal/compliance-sensitive (escalate to humans and follow company policy).\n\n## Inputs\n\n**Minimum required**\n- Offsite type: strategy / planning / retro / team reset / “burst”\n- Outcomes: 3–7 desired outputs (decisions, plans, relationship goals)\n- Participants (count, roles, time zones) + who must be in the room for decisions\n- Constraints: dates, duration, budget band, location constraints, accessibility needs\n- Current state: what’s broken today + any known tensions/elephants-in-the-room\n\n**Missing-info strategy**\n- Ask up to 5 questions from [references/INTAKE.md](references/INTAKE.md) (3–5 at a time).\n- If details are missing, proceed with explicit assumptions and offer 2–3 format options.\n- Do not request secrets; use anonymized/redacted context.\n\n## Outputs (deliverables)\n\nProduce an **Offsite Pack** (Markdown in-chat; or files if requested) in this order:\n1) **Offsite Brief (1-pager)** (purpose, outcomes, decisions-in-scope, attendees, constraints, success measures)\n2) **Agenda (timed) + Session Output Map** (each block has an explicit artifact output)\n3) **Prework Pack** (pre-read + prompts + assignments + data/inputs to bring)\n4) **Facilitation Run-of-Show** (scripts, norms, “laptops down” rules, decision capture method)\n5) **Logistics Plan + Checklist** (venue/rooms/materials/food/tech/accessibility + backup plan)\n6) **Post-Offsite Output Pack** (notes, decisions, action plan, follow-up comms, review checkpoints)\n7) **Risks / Open questions / Next steps** (always included)\n\nTemplates: [references/TEMPLATES.md](references/TEMPLATES.md)  \nExpanded guidance: [references/WORKFLOW.md](references/WORKFLOW.md)\n\n## Workflow (8 steps)\n\n### 1) Intake + boundary check (don’t design the wrong offsite)\n- **Inputs:** user context; [references/INTAKE.md](references/INTAKE.md).\n- **Actions:** Confirm: offsite type, desired outputs, constraints, and whether there’s underlying conflict/trust debt that must be handled first.\n- **Outputs:** Context snapshot + assumptions/unknowns list + “offsite is appropriate” decision.\n- **Checks:** You can name the “elephants” (at a safe level) and decide whether to address them directly, defer them, or escalate.\n\n### 2) Define outcomes and decisions (artifact-first)\n- **Inputs:** goals; constraints; stakeholder/participant roles.\n- **Actions:** Convert goals into 3–7 concrete outputs (decisions, plans, principles, team norms). Define what must be decided **in the room** vs prepared in advance.\n- **Outputs:** Offsite Brief sections: outcomes, decisions-in-scope, non-goals, success measures.\n- **Checks:** Each outcome has an owner and a clear “done” definition.\n\n### 3) Choose the right format (burst vs retreat vs whiteboard day)\n- **Inputs:** outcomes; time available; work mode (remote/hybrid/on-site).\n- **Actions:** Pick an offsite shape:\n  - **Whiteboard day** for deep strategic work (“defrag the day”, laptops down).\n  - **Retreat** (1.5–3 days) for reset + strategy + team bonding.\n  - **Burst cadence** (quarterly) for remote-first high-velocity creative work.\n- **Outputs:** Format recommendation + draft schedule skeleton (day blocks) + cadence suggestion.\n- **Checks:** The format matches the work (creative/strategic/relationship) and the energy budget (no 8 hours of talks).\n\n### 4) Design the agenda as a sequence of outputs\n- **Inputs:** outcomes; session library in [references/WORKFLOW.md](references/WORKFLOW.md).\n- **Actions:** Build a timed agenda where every session produces an artifact (decision log entry, principles list, strategy bets, roadmap slice, working agreements). Add breaks and “connection first” time.\n- **Outputs:** Agenda + Session Output Map.\n- **Checks:** At least 60% of time is interactive/co-creation; sessions have explicit facilitators and outputs.\n\n### 5) Build prework that protects the offsite (remove day-to-day)\n- **Inputs:** topics; data needed; participant availability.\n- **Actions:** Create a prework pack that gathers inputs asynchronously and reduces meeting time wasted on context. Explicitly set “out of routine” expectations (no email/Slack during blocks, if feasible).\n- **Outputs:** Prework Pack (pre-read + prompts + assignments).\n- **Checks:** Participants can arrive ready to decide (not just “get informed”).\n\n### 6) Write the facilitation run-of-show (make it runnable)\n- **Inputs:** agenda; team norms; facilitation constraints.\n- **Actions:** Draft the facilitation script: opening framing, norms, “laptops down” rule, whiteboard usage, breakout instructions, decision capture, and how to handle disagreement safely.\n- **Outputs:** Facilitation Run-of-Show.\n- **Checks:** A facilitator could run the day with minimal additional context; decision capture is defined.\n\n### 7) Logistics + infrastructure (make it frictionless)\n- **Inputs:** format; location; budget band; accessibility needs.\n- **Actions:** Create a logistics plan and checklist (venue/rooms, supplies, food, travel, tech, accessibility, contingency plans). For bursts: define a repeatable booking/logistics process.\n- **Outputs:** Logistics Plan + Checklist.\n- **Checks:** Known failure modes are covered (no markers, bad room setup, no breaks, travel chaos, AV issues).\n\n### 8) Close with memory + follow-through (prevent “Monday amnesia”)\n- **Inputs:** notes/outputs; owners; timelines.\n- **Actions:** Produce a post-offsite pack: decisions, action plan with owners/dates, follow-up comms, and review checkpoints. Add a “memory artifact” (1-page narrative, principles, or photo of boards + summary).\n- **Outputs:** Post-Offsite Output Pack + comms draft + review plan.\n- **Checks:** Every decision has an owner and next step; stakeholders not in the room receive a crisp summary.\n\n## Quality gate (required)\n- Run [references/CHECKLISTS.md](references/CHECKLISTS.md) and score with [references/RUBRIC.md](references/RUBRIC.md).\n- Always include: **Risks**, **Open questions**, **Next steps**.\n\n## Examples\n\n**Example 1 (strategy offsite):** “Plan a 1-day strategy offsite for a 10-person product team (remote-first). Output the offsite brief, agenda + run-of-show, prework, logistics checklist, and post-offsite decision/action templates.”  \nExpected: Offsite Pack with laptops-down whiteboard blocks + clear decision capture.\n\n**Example 2 (quarterly bursts):** “Design a quarterly 2-day in-person burst cadence for a distributed team (PST/EST/UK). Include repeatable logistics, prework, and a default agenda that balances connection and deep work.”  \nExpected: Burst program plan + default burst agenda + ops checklist.\n\n**Boundary example (redirect):** “Design a weekly team ritual where we share wins, review metrics, and do a mini-retro.”\nResponse: This is a recurring team ceremony, not a one-time offsite. Redirect to `team-rituals` for cadence design and ritual templates. If the team also needs a one-time offsite to kick off the new rituals, handle that here.\n\n**Boundary example (reframe):** “Run a storytelling workshop to fix our leadership team’s distrust.”\nResponse: explain that skills workshops won’t fix trust debt; recommend addressing conflict/relationships first, then revisit an offsite focused on working agreements and decision norms.\n\n## Anti-patterns (common failure modes)\n\n1. **”Good vibes only” offsite** -- Planning team bonding and dinners but no concrete decision sessions or output artifacts. The team returns energized but nothing changes in the work.\n2. **Back-to-back talks all day** -- Filling the agenda with presentations and leaving no time for interactive co-creation or whiteboarding. Participants become passive listeners instead of contributors.\n3. **No prework, cold start** -- Skipping prework so participants spend the first half of the offsite getting context. Deep work never happens because the room never gets past discovery.\n4. **”Monday amnesia”** -- Ending the offsite without a written post-offsite pack (decisions, owners, dates, comms). Within a week, participants disagree on what was decided and momentum dies.\n5. **Ignoring conflict or forcing vulnerability** -- Either avoiding the “elephants in the room” entirely or running forced trust exercises on a team with real relationship damage. Both approaches fail; name the elephants at a safe level and escalate genuine conflict to HR/leadership.","tags":["running","offsites","lenny","skills","plus","liqiongyu","agent-skills","ai-agents","automation","claude","codex","prompt-engineering"],"capabilities":["skill","source-liqiongyu","skill-running-offsites","topic-agent-skills","topic-ai-agents","topic-automation","topic-claude","topic-codex","topic-prompt-engineering","topic-refoundai","topic-skillpack"],"categories":["lenny_skills_plus"],"synonyms":[],"warnings":[],"endpointUrl":"https://skills.sh/liqiongyu/lenny_skills_plus/running-offsites","protocol":"skill","transport":"skills-sh","auth":{"type":"none","details":{"cli":"npx skills add liqiongyu/lenny_skills_plus","source_repo":"https://github.com/liqiongyu/lenny_skills_plus","install_from":"skills.sh"}},"qualityScore":"0.474","qualityRationale":"deterministic score 0.47 from registry signals: · indexed on github topic:agent-skills · 49 github stars · SKILL.md body 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'format':38,408,659,711,722,932 'frame':887 'frictionless':930 'full':290 'gate':1056 'gather':823 'genuin':1428 'get':862,1348,1358 'give':284 'giving-present':283 'goal':347,601,607,641 'good':33,1274 'guid':12,140 'guidanc':522 'half':1344 'handl':560,901,1225 'happen':1353 'hard':74 'high':706 'high-veloc':705 'hour':733 'hr/leadership':181,1431 'hr/legal/compliance-sensitive':320 'human':71,323 'ignor':1391 'in-chat':424 'in-person':130,1132 'includ':260,517,1067,1142 'info':381 'inform':863 'infrastructur':927 'input':328,538,600,666,745,811,824,875,931,991 'instead':1329 'instruct':895 'intak':529 'interact':1319 'interactive/co-creation':792 'interperson':165 'involv':180 'issu':980 'keynot':278 'kick':1220 'know':185 'known':377,965 'laptop':58,481,687,889,1116 'laptops-down':1115 'larg':297 'large-scal':296 'leadership':1238 'least':787 'leav':1315 'level':315,580,1425 'librari':748 'list':566,767 'listen':1328 'locat':366,933 'log':764 'logist':13,141,488,926,941,961,1103,1144 'make':872,928 'map':454,784 'markdown':423 'marker':971 'match':723 'may':259 'measur':448,643 'meet':203,218,828 'memori':984,1016 'method':486 'metric':1178 'mini':1183 'mini-retro':1182 'minim':918 'minimum':329 'miss':380,399 'missing-info':379 'mode':671,967,1272 'momentum':31,1388 'monday':989,1362 'multi':44,211 'multi-day':43 'multi-sess':210 'must':354,558,620 'name':574,1419 'narrat':1020 'need':200,220,244,272,294,303,369,814,937,1213 'never':1352,1357 'new':1223 'next':514,1044,1071 'non':640 'non-goal':639 'norm':480,617,878,888,1266 'note':500 'notes/outputs':992 'noth':1296 'offer':405 'offsit':3,16,20,25,104,115,137,145,232,258,291,316,331,421,435,497,537,545,567,631,676,805,1000,1030,1077,1083,1095,1108,1112,1197,1218,1259,1277,1347,1366,1372 'offsite/retreat':9 'one':235,280,1195,1216 'one-tim':234,1194,1215 'ongo':241 'op':1163 'open':512,886,1069 'option':409 'order':433 'outcom':339,440,594,634,646,667,746 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'read':467,850 'readi':857 'real':1413 'receiv':1051 'recommend':712,1252 'recur':223,1189 'redirect':1167,1198 'reduc':827 'references/checklists.md':1059,1060 'references/intake.md':389,390,541,542 'references/rubric.md':1064,1065 'references/templates.md':519,520 'references/workflow.md':523,524,750,751 'refram':1230 'relationship':346,1414 'remot':49,125,703,1091 'remote-first':48,124,702,1090 'remote/hybrid/on-site':672 'remov':806 'repair':177 'repeat':957,1143 'request':318,412,430 'requir':330,1057 'reset':337,694 'respons':1185,1242 'result':117 'retreat':46,105,662,689 'retro':335,1184 'return':1293 'review':508,1012,1035,1177 'revisit':1257 'right':37,658 'risk':511,1068 'ritual':227,231,1172,1202,1207,1224 'roadmap':770 'role':350,604 'room':79,358,625,973,1050,1356,1402 'routin':837 'rule':483,891 'run':2,6,19,216,476,869,907,914,1058,1099,1231,1405 'run-of-show':475,868,906,1098 'runnabl':874 'running-effective-meet':215 'running-offsit':1 'safe':579,903,1424 'scale':298 'schedul':714 'scope':21,444,638 'score':1062 'script':479,885 'secret':413 'section':633 'separ':269 'sequenc':742 'session':212,262,281,452,747,759,782,793,1287 'set':834 'setup':974 'shape':677 'share':1175 'show':478,871,909,1101 'singl':202 'skeleton':715 'skill':270,287,310,1245 'skill-running-offsites' 'skip':1337 'slice':771 'snapshot':564 'source-liqiongyu' 'space':69 'specif':251 'spend':1341 'sprint':42 'stakehold':245,255,1046 'stakeholder-align':254 'stakeholder/participant':603 'start':1336 'state':371 'step':515,527,1045,1072 'storytel':170,1233 'strateg':682 'strategi':75,114,333,382,695,768,1076,1082 'success':447,642 'suggest':719 'summari':1026,1054 'suppli':946 'support':308 'talk':735,1306 'team':8,103,224,230,314,336,616,696,877,1089,1140,1171,1190,1201,1211,1239,1279,1292,1411 'team-level':313 'team-ritu':229,1200 'tech':949 'templat':518,1110,1208 'tensions/elephants-in-the-room':378 'time':236,351,395,451,668,755,779,790,829,1196,1217,1317 'timelin':994 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