Restlark Leadership Offsite, 10 and 11 June 2027

Leadership offsite deck: agenda, pre-reads, decisions

A leadership offsite deck has to make sure everyone arrives knowing the questions, having read the material, and agreeing in advance what decisions the two days must produce. Restlark, an invented booking software company for physiotherapy and massage clinics, sends this deck a week ahead: three questions, six pre-reads totalling 26 pages, and four decisions due by Friday at 16:00.

Every slide, in order

The whole deck as it renders, one slide after another. Read it the way the audience would.

OFFSITE

Leadership team, 10 and 11 June 2027, three questions

RL

Restlark leadership team

Sent with the pre-reads, 3 June

Slide 1 · cover · Names the offsite, the dates and the purpose, sent a week ahead with the pre-reads.

Why two days

Restlark runs bookings for 1,850 physiotherapy and massage clinics at an average of $280 a month, $6.2M a year. Growth slowed to 2 percent a quarter, and the 2028 plan is due to the board in August.

1,850 clinics

Paying customers in June 2027, up from 1,700 a year ago. New clinic sign ups have halved since 2025.

1.4% monthly churn

About 26 clinics leave a month, mostly small practices closing or moving to a cheaper tool.

August board

The 2028 plan needs answers the weekly meeting has postponed three times.

02

Slide 2 · intro · Why the team is leaving the office for two days, stated in the business numbers.

Three questions to answer

Each question gets one session, one pre-read and one decision by Friday afternoon.

Who we serve

Stay with clinics, or also sell to gyms and studios? A good answer names the 2028 customer and the market size behind it, from the gym sizing pre-read.

How we charge

Keep a flat monthly price, or charge per practitioner? A good answer shows the revenue effect on today's 1,850 clinics before any new ones.

What we build first

Patient self booking upgrades or clinical notes? A good answer fits inside the engineering capacity the CTO has set out for 2028.

03

Slide 3 · framework · The three questions the offsite exists to answer, each with what a good answer looks like.

Two days, five sessions

Thursday 10 and Friday 11 June, 9:00 to 17:00

01
Thu 9:00 Where we stand

CEO and CFO. The numbers from the pre-reads, questions only, no presenting.

02
Thu 11:00 Who we serve

Question one. Led by the head of growth with the gym and studio sizing.

03
Thu 14:00 How we charge

Question two. Led by the CFO with three pricing options modelled.

04
Fri 9:00 What we build

Question three. Led by the head of product and the CTO together.

05
Fri 13:00 Decide and assign

Four decisions written down, each with an owner and a date.

04

Slide 4 · agenda · The agenda across both days, one question per session and decisions last.

Thursday

10

June 2027

Day one: where we stand, who, how

Phones away during sessions. The CEO chairs the morning, the CFO chairs the afternoon.

08:30

30 min

Arrive and coffee

Bus leaves the office at 7:00.

Everyone

09:00

90 min

Where we stand

Questions on the customer, churn and pricing pre-reads.

CEO, CFO

11:00

90 min

Who we serve

Clinics only, or gyms and studios as well.

Head of growth leads

12:30

60 min

Lunch

Outside if the weather holds.

Everyone

14:00

2 hrs

How we charge

Three pricing options and their effect on revenue.

CFO leads

17:30

Evening

Walk and dinner

No laptops. Day two starts at 9:00 sharp.

Everyone

05

Slide 5 · calendar · The first day hour by hour, so everyone knows when they are needed and when the breaks are.

PRE-READS

Six pre-reads, 26 pages

Pre-read
Owner
Pages
In the folder by
Customers and churn
Head of customer success
6
Thu 3 June
Gym and studio market sizing
Head of growth
4
Thu 3 June
Three pricing options
CFO
5
Fri 4 June
Clinical notes discovery
Head of product
6
Fri 4 June
Engineering capacity for 2028
CTO
3
Fri 4 June
2028 hiring envelope
People lead
2
Fri 4 June
Read everything before Thursday. Sessions start from questions, not presentations.

06

Slide 6 · comparison · Every pre-read with its owner, length and due date, so nobody arrives without having read them.

Four decisions by Friday 16:00

Decision 1

The customer

Who Restlark sells to in 2028, and who it stops chasing.

Decision 2

The price

Flat price or per practitioner, and when existing clinics move.

Decision 3

The build

One product bet for the first half of 2028, with its success measure.

Decision 4

The team

The 2028 hiring envelope that the first three decisions need.

07

Slide 7 · checklist · The decisions the offsite is expected to produce, so success is defined before the first session.

HOW WE WORK FOR TWO DAYS

Four rules for the room

1

Everyone has read everything

Sessions open with questions on the pre-read. Nobody presents slides they already sent.

2

Disagree in the room

Concerns are raised in the session, not in the corridor afterwards or in Monday messages.

3

The CEO decides if we are split

If there is no agreement by the end of a session, the CEO decides and says why.

4

Every decision leaves with an owner

Nothing is decided until it has a name and a date written next to it.

08

Slide 8 · takeaway · Ground rules for the room, agreed in advance so the debate stays useful.

See you on Thursday

The bus leaves the office at 7:00. Rooms are booked for Thursday night. Dietary needs to the chief of staff by Monday 7 June.

Bus

7:00 Thu, from office

Pre-reads

Offsite 2027 folder

On the day

Chief of staff

09

Slide 9 · closing · Closes with the logistics people actually need on the morning.

The structure

What each slide is doing, so you can reuse the order even with different content.

Slide 1cover
Names the offsite, the dates and the purpose, sent a week ahead with the pre-reads.
Slide 2intro
Why the team is leaving the office for two days, stated in the business numbers.
Slide 3framework
The three questions the offsite exists to answer, each with what a good answer looks like.
Slide 4agenda
The agenda across both days, one question per session and decisions last.
Slide 5calendar
The first day hour by hour, so everyone knows when they are needed and when the breaks are.
Slide 6comparison
Every pre-read with its owner, length and due date, so nobody arrives without having read them.
Slide 7checklist
The decisions the offsite is expected to produce, so success is defined before the first session.
Slide 8takeaway
Ground rules for the room, agreed in advance so the debate stays useful.
Slide 9closing
Closes with the logistics people actually need on the morning.

Slide by slide

Slide one is the cover, sent with the pre-reads on 3 June. Slide two explains why two days are needed. Slide three sets out the three questions: who to serve, how to charge and what to build first. Slide four is the agenda across both days, five sessions with decisions last. Slide five lays out day one hour by hour, from the 8:30 arrival to dinner. Slide six lists the pre-reads. Slide seven names the four decisions expected. Slide eight gives four rules for the room, including that the CEO decides if the team is split. Slide nine covers the bus, the folder and who to call on the day.

How to adapt this deck

A one day offsite should cut to two questions and two decisions, and replace the day one calendar with a single agenda slide. A team offsite rather than a leadership one should add a slide on what the team will tell everyone else afterwards, since people left behind assume the worst. If the offsite is mainly about team health rather than strategy, keep the ground rules and replace the pre-reads with a short survey whose results are shared on the first morning.

What offsite guidance says

The Table Group describes the quarterly off-site review as time for a leadership team to step away from the business to reassess strategy, team performance, morale, competitive threats and industry trends, lasting from most of a day to two full days. GitLab's public handbook describes its executive offsite as focused on topics that benefit from in-person discussion and where leaders are likely to disagree, with each topic sponsored by an executive who sets the criteria for success.

What makes this deck work

Success is defined before day one

Slide seven lists four decisions due by Friday 16:00: the customer, the price, the build and the team. Slide three gives each question a description of a good answer, such as showing the revenue effect on today's 1,850 clinics. Nobody leaves arguing about whether the offsite worked.

Pre-reads have owners and dates

The table on slide six names six pre-reads, their owners, page counts adding to 26 and the day each is due in the folder. The rules on slide eight then forbid presenting what was already sent, so the sessions start from questions instead of slides.

The reason is in numbers

Slide two explains the offsite with 1,850 clinics at $280 a month, $6.2M a year, growth slowed to 2 percent a quarter and 1.4 percent monthly churn, about 26 clinics. Leaders give up two days more willingly when they can see the decision cannot wait for the weekly meeting.

Questions people ask

What should a leadership offsite deck include?

Why the offsite is happening, the questions it must answer, the agenda, a detailed schedule for each day, the pre-reads with owners and dates, the decisions expected, ground rules and logistics. Send it a week ahead so the pre-reads get read and the questions can be challenged before anyone travels.

How many topics should a two day offsite cover?

Three is usually the limit for real decisions. Give each question a full session and leave the final session for writing decisions down with owners. Topics that do not need everyone in one room, such as status updates, belong in the pre-reads, not the agenda.

Should offsite pre-reads be sent as slides or documents?

Short documents read better than slides because they carry the argument without a presenter. Keep each under six pages, name an owner, and set a deadline a week before. List them all in one table in the offsite deck so nobody can say they did not know what to read.

How do I make sure an offsite ends with decisions?

Write the expected decisions into the deck before the offsite, reserve the last session for them, and agree a rule for deadlock, such as the CEO deciding and explaining why. Each decision should leave with a named owner and a date, recorded before anyone heads home.

Who should run the sessions at a leadership offsite?

Give each question to the leader who owns the pre-read behind it, and have the CEO or an outside facilitator chair the day. Rotating session leads spreads the preparation and makes it clear who will carry each decision forward after the offsite ends.

Can attendees view the offsite deck on their phones?

Yes. A share link opens the deck read only in a browser, so attendees can check the schedule on a phone on the day. Below 1,024 pixels wide the editor shows every slide as a vertical feed, which suits small screens for anyone editing it on the move.

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Sources

Written and checked by the OneCraft team. Last checked .