L-154 · Worksheet 1

Event brief

Use this worksheet to plan who the session is for, when it will happen, how people can take part and what happens afterwards. It belongs to the club pack for Leadership Transition Retreat.

Where this idea came from

Playbook entry: L-154 · Leadership Transition Retreat
Theme: Theme 4: Leadership, Culture & Club Experience · Subtheme 10: Leadership Succession
Source material: Current playbook index title and category plus an internally authored detailed-guide draft

Who is this for?

What we hope people will get from it: Use Leadership Transition Retreat to build a visible succession pathway with enough time for choice, preparation and handover.

Who should be there, what will help them take part and what is the smallest useful session?

Plan the session

Session plan
When	What happens	Who leads	Access or safety	Follow-up
Before	Check the purpose, place or platform, permissions and who is doing what
Welcome	Explain why people are here, what choices they have and how to ask for help
Main activity	Run the activity and check that people are comfortable and included
Close	Explain what happens next and how people will hear back
After	Store notes safely, deal with any problems and follow up

Back to the club pack

See all L-154 pages and worksheets