As a remote team spread across five continents, hosting company retreats has always been a significant part of our company culture and a way for us to invest in strengthening relationships and the social fabric of our international team.
Then, COVID-19 hit. For two years, we replaced our retreats with quarterly virtual team retreats.
And while we were happy with the results, it wasn’t the same.
Finally, in May 2022, we hosted an in-person company retreat in Park City, Utah. At that time, our team had more than doubled in size.
We had new team members from distant parts of the world who hadn’t met any other team members.
Our most recent retreat took place in Paris in 2025. 🥐 Same croissants, bigger mission, and even better vibes. Each year, we bring the whole Close team together to reconnect in person and refocus on what matters most: how we serve our customers. This time, our theme centered on helping small, scaling businesses win at sales—especially inbound.
How have we overcome the challenges of creating a meaningful company retreat? And how can your remote team design a company retreat that’s engaging and productive for everyone involved?
Let’s dig in, shall we? ☺️
When planning a corporate retreat for remote employees, we strive to set clear expectations. We create an intentional agenda with two main goals in mind:
Our goal when we plan a retreat is to provide a meaningful, enriching experience that is valuable for both the individual and the company. We want everyone to grow in their relationships with team members and invest in our greater goal of building a house we want to live in.
The planning process of a team retreat touches many different departments. At Close, our People Operations team is the main planner and facilitator of our company retreat.
So, we would strongly suggest you designate a retreat planning owner to run venue sourcing, budget, visas/accessibility, agenda, and comms.
They can ensure everything runs smoothly and problem-solve whenever unexpected challenges come up (which is guaranteed to happen).
Want to see how our planning process works? Download a free retreat planning timeline template to use and adapt to your next company retreat:
Retreat planning can be a stressful and overwhelming experience. But the results can be overwhelmingly positive when your efforts are in the right places. It’s often one of the most rewarding projects the People Ops team undertakes in the year.
Why do we say that? Because of responses like these from the team:
“Having everything so structured and organized was incredible. I was never confused or lost on what to do. You guys did an AMAZING job with that. Overall an incredible retreat! You all should feel super proud with what you created for the team.”
“My huge appreciation to the ops team for not only organizing this retreat in such a seamless way, but looking out for all of our individual preferences and happiness during the week. You are a very special team and I'm so happy and thankful that you work here.”
Here are the four main steps you’ll take in the planning process.
While it may not be the most interesting topic, it’s often the most necessary planning factor in determining how the retreat is designed.
Figure out how much you can spend per team member to get an overall estimate of the entire retreat cost. Some of the main items to include in your budget may include:
Become familiar with the travel and event planning industries. Take advantage of perks and understand the variables. For example, a resort may have a food and beverage minimum that should be considered in your budget. Oftentimes onsite meeting space fees can be waived based on other requirements.
Download this free budget calculator for your next company retreat:
We start our retreat planning process 10-11 months in advance. Choosing a location is always one of the most exciting yet challenging decisions. We recommend partnering with a company like RetreatsandVenues.com, which is a great way to optimize your teams’ efforts and receive the best competitive rates.
When choosing a company retreat location, here are some things to consider:
It’s also important to know what your team is interested in. For example, our last retreat survey showed us that the team was interested in a more nature-based retreat (rather than endless happy hours in a bustling city), with more open spaces in a less populated destination.
Before signing a contract, we send someone from the People Ops team to visit for at least one overnight. This ensures we are comfortable with the venue and area before making a significant financial commitment.
We recommend a site visit if you’re hosting more than 30 people. During the visit, it’s also a great time to check out some of the activities, tours, and restaurants that may be part of the retreat experience.
Our company retreat locations have included Montreal, Park City (Utah), Lisbon, Dublin, Berlin, Venice Beach, Charlotte, Lake Tahoe, and Santa Barbara. Since our team is mainly distributed between North American and European destinations, we try to host between these locations.
Pick a retreat theme that ties to your annual objectives (e.g., "Invest in Each Other")—it aligns sessions, activities, and stories.
For example, at our 2017 retreat in Dublin, Close CEO Steli Efti decided on the theme “Getting Back in Touch With Our Core Customers.” The week focused on how we could make our product, customers, and company more successful by better serving our end-users.
Our May 2022 retreat had a very different theme, based on one of our core values: “Invest in Each Other.” After two and a half years of not seeing each other in person due to the pandemic, we wanted to deepen our relationships within the team and get to know each other better, especially since this was the first time many of our team members were meeting in person.
To choose a theme for your company retreat, consult with the leadership team and talk about these questions:
A one-day retreat may be feasible for a small team generally located in the same area. But for most remote companies, it makes sense to organize a three —to five-day event.
Your agenda for these days will vary depending on your goals, but here are some of the key pieces you should include:
Our last company retreat agenda looked like this. At first glance, it may look overwhelming, but it was thoughtfully designed to ensure we optimized spending time together and in smaller groups:
Here’s how it worked, broken down by day:
From remote startups to larger companies, arranging fun activities as part of your company retreat is a great way to build teamwork and help the whole company get to know each other and grow together.
Wondering what to do? Here are 17 ideas for your next company retreat.
After 10 years as a remote company, we’ve planned retreats in 10 cities and 6 countries worldwide. What started as a small six-person retreat grew into an international retreat for more than 80 team members.
Through all of those experiences, here are some of the biggest lessons we’ve learned for a successful remote team retreat:
During the pandemic, we stopped our in-person retreats and hosted virtual summits. In mid-2020 and again in early 2021, we sent out a team survey to better understand what people were comfortable with regarding COVID-19 and retreats.
These surveys helped us plan a retreat where our team would feel safe and comfortable and where they would be able to enjoy the experience. We established our search parameters from these surveys to help us decide on a location and activities for the retreat.
Traveling and socializing can be taxing experiences. Your corporate retreat should aim to be a low-stress event for all attendees. To make that happen, it’s best to set a clear agenda, including any downtime or free space in the schedule.
Having casual times to get together without the pressure of an event is a great way for the team to develop stronger relationships. Whether it’s a S’mores night, cocktail hours, a casual pizza dinner, or a game night, these low-key gatherings are an excellent place for your team to recharge and learn about each other in a more relaxed setting.
Communication is essential to ensuring everyone is comfortable before and during the team retreat.
At Close, we have a company-wide Wiki where we post all information about our upcoming retreats. We start these pages in the early stages of planning and continuously update them as the time gets closer, sharing the final details one month before the retreat.
We also host a Q&A session before the retreat to ensure the whole team has the necessary details. Around the same time, we created a retreat-specific Slack channel where people can communicate before and during the retreat and send out calendar invites to each event.
Offer inclusive, opt-in activity tracks (high-energy, low-key, accessible, and virtual alternatives) so every teammate can participate comfortably.
Our survey also helped us with this since we saw what interests our team had and which activities were most popular. We planned multiple activities at the same time, so people could choose between things like mountain biking and yoga or just spending some casual downtime at the hotel (or palazzo).
This way, everyone felt included, and no one felt pressured to participate in activities they weren’t comfortable with.
As an entirely remote company, our team only sees each other for these five days of the retreat once a year. Because of that, we spend a lot of time planning, reviewing, and adjusting the meetup agenda to ensure that we’re using our time in the best way possible to create human connections and get work done.
It’s normal for even the most carefully planned retreats to hit a snag. So before your team retreat, think about what will most likely be disrupted, and have a contingency plan for those moments.
Retreat planning is a lot of work. If you don’t feel like your team can cover all these details, you may consider working with a professional event planner.
Companies like Moniker are dedicated to planning company retreats and will help you choose a destination and retreat venue, plan your itinerary and activities, and take care of logistical details.
Swag is a great way to remember your retreat. We love sharing our retreat swag with the team. You can choose something more evergreen with your company logo or create a retreat-specific logo as we did for Park City.
For remote companies, it can be difficult to get 100 percent attendance at your retreat. That said, you can ensure your team members who aren’t attending in person can still be part of the retreat.
If possible, try to include these team members in important meetings and presentations via videoconferencing on a platform like Zoom—record sessions and share that day.
Plan an activity that teammates can participate in virtually, such as a scavenger hunt. Send them a gift card to enjoy a meal or activity with their friends and family during the retreat.
These details will help your whole team feel more connected, even if they can’t attend in person.
It’s always a good idea to revisit a retreat in the following months. That week can be intense, so absorbing every item discussed is difficult. That’s why we try to record everything—team meetings, customer interviews, brainstorming, and planning sessions. We keep everything—all the photos, videos, presentations, and documents—in a shared Dropbox folder to access them whenever we want.
These also serve as excellent onboarding material for new team members joining between retreats.
The best way to build a fantastic team retreat is to keep improving every time. That’s why it’s essential to gather feedback from your team. Make the survey anonymous and encourage everyone to share their honest opinion of the retreat's location, venue, activities, and agenda. As you gather feedback, continue to iterate and design an even better retreat next time.
Ready to start preparing for your next company retreat?
You can take the four steps that we discussed above as a starting point and use the templates we’ve shared to help you get started.
If you want to discuss planning a retreat, I would love to discuss this process. Feel free to reach out with any questions at mary@close.com.