03.30.20163 min read

Why Offsite Planning Must be Offsite

About 13 years ago, my two partners and I were running our custom software company called Infusionsoft. Like all five-person businesses, we had our fair share of fires, challenges, deadlines, and stress. We had decided that we were going to do our planning session offsite, away from the business on a Friday and Saturday.

When the day came to leave the business on Friday and entrust our employees to hold down the fort, I felt like we couldn’t possibly leave.  My partners convinced me to leave and we all committed to shut off our phones and email so we could be fully present to the planning process. I remember stressing about different customer issues, cash concerns and other matters. But we stayed focused, for the most part, and did our planning work. We came away from that two-day annual planning with clarity for the future and confidence that we were on the right path.

Fast forward to yesterday. My team and I are leading a $100 million-plus business, dealing with our fair share of fires, challenges, deadlines, and stress. But we are committed to our planning process, and after one day, I am reminded of this powerful tool that all entrepreneurs need, but most overlook. The offsite planning exercise is critically important, especially if you’ve got at least a handful of employees.  (BTW, it’s still very important if you have a couple of employees or even if you’re a stage one solopreneur.)

In one day, we did important team building work (thank you, Patrick Lencioni and your books, “The 5 Dysfunctions of a Team” and “The Advantage”), we dug deep into a couple of key current issues for the business and we broke bread together, building our friendships and deepening our trust. We came away from the first day with more clarity and an excitement to get together today for day two of our offsite planning.

So, why is it such a big deal to get “offsite?” Because it’s only by changing the scenery and getting away from the distractions that you can immerse yourself in the issues, be present with your team, and look at issues through a different lens. When you take this approach, you come together to solve tricky problems and you build the trust you’ll need to work through problems together as a team.

SBS Idea of the Day: If you’re not already doing it, commit to an offsite at least once per quarter and avail yourself of this powerful, creative, problem-solving tool that will help you overcome obstacles and achieve success in your business.

Was this post helpful?
Created with Sketch.
Infusionsoft cornerstone spinner
close button
Subscribe to our weekly newsletter!

5 Reasons to Subscribe:

1. Weekly tips to dominate sales and marketing

At our core, we're focused on helping you become a sales and marketing machine. We tap into the genius of the best salesfolks and marketers out there to give you daily tips to grow your leads, make more sales, and keep more customers.

2. Expert small business resources that cost you zero dollars

Want to go deep? We have you covered with free guides, webinars, and tools on a range of topics from marketing automation, CRM, and digital marketing to building sales and marketing strategies from the ground up. All for free. All for you.

3. We're focused 100 percent on small business success

We exist for one reason: helping small businesses succeed. We give you the ideas and insights you need to blow the competition out of the water. We serve business owners who are hungry to put in the hard work to grow their business and own the market.

4. We do the work for you

Running a small business is a 110 percent endeavor. You don't have time to surf Internet for the best small business insights and ideas out there. We'll do that for you with the best original content from our team and from industry experts and small business owners.

5. But wait, there's more!

Small business success means more than just sales and marketing, so we also hit on a range of topics to help your small business thrive, including personal and business growth, customer service, and business management.

6. Righteous GIFs

OK, we said five reasons, but we like to overdeliver...and GIFs. We really like GIFs. You're bound to see some righteous ones.

GIF of Ferris Bueler principal's assistant

P.S. We'll never give out your information. We'll only use it to send you awesome content and resources, if you're cool with that.