The Ultimate Guide to Planning a Company Onsite

The Ultimate Guide to Planning a Company Onsite

We all know how crucial it is to bring teams together, especially in today’s hybrid and remote-first world. Onsite events are an excellent way to foster collaboration, spark new ideas, and give employees a much-needed break from the daily grind. Whether it’s a one-day strategy session or a multi-day team-building retreat, planning an onsite event is an art—and we’re here to help guide you through it.

What’s an onsite and why should you host one? 

An onsite event is when your team comes together to focus on key initiatives, future projects, or team-building activities, usually at your office or a designated company space. Unlike offsites that take place in entirely different locations, onsites leverage the familiar surroundings of the workplace to achieve these goals. Companies might also choose to fly employees to a different office location within the organization.

Why should you care about onsites?

They boost team morale, help align goals, and foster better communication - all without taking your employees too far from home. It’s a great way to give your team a change of scenery without the added cost or complexity of external venues. Plus, with today’s hybrid work models, regular onsites can keep employees connected and engaged.

 

Step-by-step guide to planning your company onsite

1. Define your goals and business objectives

Before jumping into logistics, take a moment to set clear goals. Do you want to focus on team-building? Brainstorm new ideas? Solve specific challenges? Having a clear direction will make everything from scheduling to choosing activities easier.

2. Choose the right time and date

Pick a date that avoids major deadlines or busy periods. Your agenda should include a mix of formal scheduled sessions, breaks, meals, and even downtime. This helps keep people refreshed and engaged throughout the day.

Pro tip: Use Epoch to design your onsite agenda and add key objectives directly into the event details. Plus, you can easily block off time slots for various activities and seamlessly integrate them into Google Calendar. 

3. Plan your agenda

Your onsite agenda is the heart of the event. Whether you're hosting brainstorming sessions, workshops, or team-building games, make sure it’s tailored to meet your goals.

4. Communicate early 

One of the biggest mistakes in event planning is poor communication. Make sure to send out all the important details ahead of time - this includes the date, agenda, any materials people need, and logistics for the day.

Pro tip: Epoch sends automated reminders and announcements via Slack, email, or other communication platforms you already use. 

5. Collect event feedback

Post-event feedback is essential for improving future onsites. After all, what’s the point of planning if you don’t know what worked and what didn’t?

Pro tip: With Epoch, you can send custom feedback forms before or after the event, track engagement, attendance, and feedback in one place. Receive reports and templated presentations to share with your company.

How Epoch simplifies onsite planning, execution, and feedback collection 

Here’s how Epoch helps make your onsite a success:

Effortless event creation

Create your entire event in just minutes, all within our platform. With AI-powered event descriptions, select the tone and length, and let our AI craft the perfect description.

Agenda building

Design a custom agenda with multiple sessions, breaks, and activities. 

Hotel blocking

If your onsite requires hotel accommodations, Epoch's questionnaire feature allows you to gather information from attendees before the event, like whether they need a room and their arrival and departure dates.

Announcements and reminders

Announcements can emailed and sent to Slack channels, so your target employees are notified. With pre-scheduled event reminders, you'll ensure guests register and receive important information. Epoch syncs directly with calendars and Slack, so when attendees accept the invite via calendar or Slack, the event is automatically updated in Epoch.

Event check-in

Manage onsite check-ins directly through Epoch, so you know exactly who attended.

Post-event feedback

Set up automated feedback surveys to assess what went well and where improvements can be made. Track engagement, attendance, and feedback all in one place so you can measure the impact on engagement with data and analytics. 

Plan your next onsite

With Epoch, you can streamline the process all in one place, from creating a detailed agenda to sending reminders and collecting feedback.

Interested in learning more? Book a demo today and see how Epoch can transform your next onsite event.

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