Free offsite budgeting & tracking template
Access a ready-made company retreat budget template to simplify your planning process. Designed by expert planners, it’s your ultimate tool for organizing and tracking expenses.
What’s inside
This Offsite Budgeting & Tracking Template helps you stay on top of your event expenses with ease. It includes a structured breakdown of key cost categories such as travel, accommodation, meeting spaces, meals, activities, and more. The template automatically calculates estimated and actual costs per attendee, highlighting any variations to keep your budget in check. With a clear side-by-side comparison of projected and real expenses, you can make data-driven decisions and avoid financial surprises. Whether you're planning a small team retreat or a large company offsite, this template ensures transparency and financial control at every step.
What you will get in our Budget Template
Comprehensive budget overview – Plan and track expenses across key categories, from travel to swag.
Estimated vs. actual costs – Compare projected and real expenses with automatic variance calculations.
Attendee-based cost breakdown – Input the number of attendees and get per-person cost estimates instantly.
Detailed expense categories – Covers travel, accommodation, meals, activities, transportation, and more.
User-friendly & customizable – A fully editable spreadsheet that adapts to any offsite size and budget.
Past team offsites
Working with Team Out was a game-changer! They handled everything seamlessly, kept me on track, and even saved us $30K. Truly an invaluable partner for event planning!
Molly Estrada
SpotOn Transact
Simplify your retreat budgeting!
Download our all-inclusive budget template designed by expert planners to make offsite budgeting and tracking a breeze. Start planning with ease today!
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