Your Step-by-Step Guide to Laying the Foundation for a Successful Retreat
If you’ve been staring at a blank screen wondering, “Where do I even start?” this checklist is your shortcut to clarity. Designed for first-time (or slightly frazzled) retreat hosts, it gives you a full picture view of what it takes to plan a retreat that actually works.
What’s Inside:
✔ 7 Planning Phases - Walk through every major area of retreat planning, from vision and logistics to post-retreat follow-up.
✔ Bite-Sized Checklist Items - No overwhelm here, each task is clearly broken down so you can check it off with confidence.
✔ Instant Clarity - Quickly see what’s done, what’s missing, and where you need to focus next.
This Checklist Is For You If…
You’ve got a retreat idea, but don’t know where to begin.
You feel overwhelmed by the planning process and need a clear structure.
You want a big-picture view before diving into the nitty-gritty details.
You’re not sure what you don’t know, and that’s holding you back.
Why I Created This
Hey, I’m Arielle, an Event Systems & Tech Strategist who helps creative entrepreneurs host high-touch, unforgettable retreats without drowning in the details.
Planning a retreat isn’t about winging it. It’s about creating an experience that’s aligned, intentional, and well thought out from day one. This checklist is the foundation I use to set the stage for success.
Whether you’re just starting out or revisiting the process, this is your first win: a simple, clear structure that gets you grounded and moving forward without the stress.