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Step 1: Preparing For The Retreat Itself

The first major category of prep involves setting up the retreat experience. Here are the key elements to consider:

1. Create A Workbook
   
   Having a workbook to guide your retreat is a game changer. In my first year, I used a simple paper planner, but over time, I’ve refined the process and now use a customized, beautifully designed workbook created in Canva. You don’t need anything fancy to start—even a Google Doc will work. Begin by listing what you want to walk away with from the retreat. A pen-to-paper approach enhances the experience, making it feel more luxurious and intentional.
   
   
2. Set A Schedule
   
   Block out time for reflection, planning, and creativity. Whether your retreat is a few hours, a full day, or several days, schedule your activities. I follow a five-day format (Tuesday through Saturday), but you can tailor it to your needs. Brainstorm what you’d like to accomplish and create a structure to stay focused.
   
   
3. Choose The Right Environment
   
   If staying overnight, pick a space that sparks creativity. An inspiring Airbnb or similar setting can elevate the retreat. If you’re not staying overnight, find a beautiful location where you can spend the day undistracted. Your environment should encourage reflection and big-picture thinking.
   
   
4. Plan Nourishing Meals
   
   Food matters! I prioritize meals and snacks that feel indulgent but energizing. Whether you’re preparing for yourself or a group, include nourishing options that make you feel pampered.
   
   
5. Bring Your Planner
   
   Having your upcoming year’s planner is a must. I use this time to align my goals and dreams, making sure everything is fully integrated before setting ambitious objectives for the next year.
   
   
6. Review The Past Year
   
   Prepare a recap of your accomplishments, including key performance indicators (KPIs) and tracked goals. This provides a clear picture of what worked and what needs adjustment.
   
   
7. Make Necessary Reservations
   
   If you’re hosting a group, book dinners, private rooms, or conference spaces as needed. Larger groups often require more coordination, but smaller gatherings can be flexible.

Step 2: Preparing Your Business

Taking time away from your business requires preparation to ensure a smooth transition and return.

1. Batch Tasks
   
   Complete key tasks ahead of time to prevent a buildup while you’re away. For example, schedule social media posts, pre-write emails, or batch-create content.
   
   
2. Communicate Time Off
   
   Notify clients, team members, or anyone who depends on you that you’ll be unavailable. Whether you work solo or have a team, setting clear expectations is critical.
   
   
3. Choose The Right Timing
   
   Avoid scheduling your retreat during busy periods like major launches or sales. Instead, pick a time when your workload is lighter.
   
   
4. Optional: Plan A Brand Photoshoot
   
   While optional, a photoshoot can elevate the retreat’s energy and give you fresh content for marketing. If this feels overwhelming, skip it, but if you’re up for the challenge, prepare your outfits, shot list, and any props in advance.

Step 3: Preparing Your Home

Leaving your home in a state of calm and organization helps you fully enjoy your retreat. Here’s how I prepare:

1. Deep Clean & Tidy Up
   
   This step is primarily for my peace of mind. Coming home to a clean, organized space allows me to transition back into daily life smoothly.
   
   
2. Plan Meals Together
   
   Instead of prepping all the meals myself, my family and I plan meals together. This collaborative approach ensures they feel confident handling meals while I’m away. For example, my daughter requested a butternut squash dish she loves, so my husband learned how to prepare it.
   
   
3. Sync Schedules
   
   Ensure everyone in the household knows the plan. Align calendars to minimize chaos during and after your retreat.
   
   
4. Involve Your Family
   
   Collaborating with your family on prep tasks not only lightens your load but also creates a sense of shared responsibility. Whether it’s grocery shopping or meal planning, involving them makes the experience smoother.

Step 4: Preparing Your Physical & Mental Health

The success of your retreat depends on how you feel—both physically and mentally. Here’s how I prepare myself:

1. Prioritize Rest & Sleep
   
   The days leading up to your retreat can be busy, so I focus on getting quality rest to ensure I have the energy to fully engage. This might mean adjusting my bedtime routine or taking a short nap if needed.
   
   
2. Stay Active
   
   Light movement like yoga, stretching, or a walk can help center my mind and body. I avoid overexerting myself but still make time for activity to reduce stress.
   
   
3. Practice Mindfulness
   
   Meditation or journaling before the retreat helps me enter a reflective state. I spend time identifying what’s on my mind and releasing unnecessary worries to stay focused during the retreat.
   
   
4. Pack Personal Comfort Items
   
   Comfort items like cozy socks, essential oils, or a favorite tea help create a relaxing environment. I also pack a reusable water bottle to stay hydrated throughout the retreat.
   
   
5. Set An Intention
   
   Finally, I set a clear intention for the retreat. Whether it’s gaining clarity on a big decision or simply resetting, this helps me stay grounded and present.

Final Thoughts

Planning a CEO retreat may feel daunting at first, but with intentional preparation, it becomes an invaluable opportunity to reflect, reset, and dream big for the year ahead. Whether you’re doing it solo or with a group, these steps will guide you in creating a retreat experience that energizes and inspires you.

Do you feel inspired to plan your own CEO retreat? Make sure you listen to episode 364 where I share my fourth CEO Retreat recap, along with everything I did to grow personally and professionally.

And if you’re ready to scale the systems in your home and your business, come join me inside of Systemize to Scale so you can get consistent in your business without sacrificing your family.