Why Offsites Work — and How to Get the Most Out of Them, by Jonathan H. Westover PhD

Abstract: This practitioner-oriented brief explores why offsite meetings and retreats are an effective tool for driving organizational progress and shares best practices for maximizing their impact. Through an examination of relevant academic literature, the brief establishes that offsites create an environment sheltered from everyday workplace distractions that allows for deeper focus and stimulates novel perspectives. Research also shows offsites foster increased psychological safety and collaboration through extended engagement away from normal hierarchies. Drawing from over 15 years of management consulting experience, practical recommendations are then provided regarding objective-setting, venue selection, agenda crafting, facilitation, and follow-up. Real-world case examples from a global technology firm and aerospace supplier demonstrate successful application. The conclusion maintains that well-planned offsites, as informed by the research and best practices covered, have unmatched potential to accelerate strategic planning, problem-solving, team alignment, and organizational change versus standard meetings.