How to Plan Your Personal Retreat (plus a Planner Notebook)
You’ve decided to do an offsite, quarterly review, or personal retreat. What do you do next?
So, you think it’s a good idea, and are even pretty sure it would help you, but, if you’re like many people I’ve talked with, you’re like, “Kimberly - what would I do for two full days?” “I’ll get stuck!” “I can’t hang out with myself for that long!”
Whoa - let’s not over-complicate! (Ummmmm guilty of over-complication on multiple occasions per month - just not on this.)
On my very first retreat, I was by myself and I took six books, a notebook, and a lot of pencils (and wine). Since then, I have found that productivity increases with a bit more structure, but I think it’s so important to take the structure with a dose of flexibility and grace.
So, here is a guideline - meaning guide - not an absolute - to planning a personal retreat.
Let’s assume you are planning the recommended time, which is two nights. Let’s also assume that you arrive late in the day on, let’s say, a Friday, and return hopefully after breakfast or mid-morning on Sunday. But, it could also be a Monday/Wednesday. Remember, this is an investment in your business, not a luxury weekend away.
A couple of days before you head out, give yourself an hour or two to loosely structure what the time will look like. By the way, I have a workbook that beautifully explains everything about how to create a retreat.
Here is a basic to-do list to get you started:
1 | PUT YOUR DATES ON THE CALENDAR AND BOOK A PLACE TO STAY.
Once you book it, you are more committed. I like to find a place that is no longer than two hours away by car (or train). Airports are just too much to deal with and unnecessary stress. I think it is so important to find a place that is quiet, calming, and with some sort of nature - trees, mountains, a lake, hiking trails, etc. Even if you aren’t hiking and instead are going to sit on a porch, consider your views. Nature does amazing things for the mind. Boutique hotels, B&Bs, Airbnbs, all work well.
2 | SET YOUR INTENTION
It’s important to have an overall goal, keeping in mind that it’s only a couple of days. What do you need to accomplish the most?
Set goals for the next quarter?
Figure out what business you are FINALLY going to start?
Try and get to the cause of your recent lack of creativity?
Find your focus and determine what needs to happen next?
If your intention is to just get some much-needed and deserved rest, then this probably isn’t a retreat, but a vacation. So, state that big thing that will help guide you, and then make sure you write down why.
3 | PLAN & PACK
Think about supplies you might need like notebooks, pencils, reading materials, etc. Check the weather and take what you need to be comfortable. Planning to go out to dinner one night? What about wearing that dress in the back of your closet you would never wear at home? Do YOU. Click here for a free packing guide (that you can use for lots of things).
4 | SCHEDULE
You do need some structure and if not a real schedule, at least some blocks of time. Decide if you are going to journal each morning, walk, or read. When will you exercise/move each day (you should, even if it’s just stretching)? Being still and quiet will be one of the most useful things you will do. Are you going to brainstorm with yourself on a topic? Read certain articles or books and then gather and write down your thoughts?
“Create your agenda, but with a dose of flexibility and grace. ”
5 | BE KIND TO YOURSELF
Rest when you need to rest. Have a glass of wine if you feel like it. Remember your intention, but also remember that you are putting yourself in a different environment on purpose - because it helps you hear yourself better. Enjoy being with you. On my own retreats, I’ve gotten a makeover and I’ve bought tickets to a high school production of Our Town. Here’s the trick to this: create some structure before you go and then be open to whatever the world sends your way (even if that’s a nap).
6 | FOLLOW-UP
It’s the worst to do a retreat and then go home, get caught back up in life, and never do anything with all of those fabulous ideas you had. It’s sort of like being on top of the world when you attend a conference and then getting home and putting the conference materials on a shelf until you “have time.” I recommend scheduling two hours within your first two days back at home to review what you do. And then, one hour each week (at a minimum) to look at it again and refocus.
