Plan smarter with our Offsite budgeting template
Take the guesswork out of offsite planning with our easy-to-use budgeting tool. Built by expert retreat planners, this spreadsheet helps you track all key expenses—from room blocks and transportation to meals and activities—so you can stay on budget and avoid last-minute surprises.
How to use this tool
Start by entering your estimated number of attendees, nights, and travel needs. The sheet will auto-calculate totals by category—so you can easily track your budget, adjust as needed, and share with stakeholders for alignment.
- What’s included in the budgeting template?
This template includes editable fields for flights, hotel nights, room taxes, ground transportation, F&B (food and beverage), activities, and more—plus auto-calculations to help you estimate total spend per category.
- Can I customize it for my team’s needs?
Absolutely. You can adjust quantities, add new line items, or update pricing based on your actual vendor quotes. It’s designed to work for retreats of any size or structure.
- Is this just for large retreats?
Nope! Whether you're planning a 10-person leadership offsite or a 100+ person all-hands, this tool helps you build a realistic budget that scales with your needs.
- Does Offsite offer support if I need help with planning?
Yes! If you'd like help beyond budgeting—like venue sourcing, itinerary planning, or full-service coordination—you can book a free discovery call with our team anytime.