The Equinox Planner's Toolkit · Free
Everything you need to plan a gathering with room to breathe.
Seven tools for retreats, offsites, holiday parties, and celebrations in Vermont's Green Mountains, from the team that has welcomed guests here since 1769.
Get the toolkit, free.
Instant access, plus a copy delivered to your inbox.
We'll never sell or share your information. Privacy policy
What's inside
Seven must-have tools. All in one toolkit.
Work right on the page, where your progress saves as you go, or download any piece to share with your team.
01
Gathering Style Quiz
Six questions match your group to the right spaces, experiences, and season, then point you to a sample agenda.
Interactive02
Venue Questions, Answered
The questions to ask any venue, with The Equinox's answers beside them, and a tracker as you review.
Interactive + PDF03
Retreat Budget Worksheet
Planned against actual, with service charge, tax, and cost per guest built in, plus a key dates tab.
Excel04
Planning Timeline & Checklist
Enter your date and every stage shows when to begin, with progress that saves in your browser.
Interactive + PDF05
Team Experiences by Season
Off-road driving, fly fishing, falconry, firepits, and sleigh rides, sorted by season and by what they build.
Interactive + PDF06
Sample Agendas
A leadership retreat, a team reconnect, and a holiday party, each built around real Equinox rooms.
Interactive + PDF07
Post-Event Survey
Ten questions to send within 48 hours. Rename your sessions, then copy them straight into your form tool.
Interactive + PDFAll seven, one short form.
Free, instant, and yours to keep.
Get the toolkit →
More great resources