Make the case before they ask for it.
A working budget and ROI framework for bringing a retreat, offsite, or incentive trip proposal to leadership — so the conversation starts with numbers, not guesses.
Most retreat proposals get questioned because the numbers show up after the idea does. This worksheet flips that order — fill it out before your next budget conversation, and walk in with a number, a reason, and a return.
Get the free worksheetThree pages. Everything you need to walk in prepared.
The Budget Builder
A line-item cost estimator — lodging, meals, meeting space, transport, activities, and coordination — so your total investment is a real number, not a guess.
The ROI Case
A framework for translating the spend into a return — including the cost of doing nothing, and an illustrative example of what one retained employee is worth.
The Pitch Framework
Three lines — the problem, the investment, the return — that turn your worksheet into a pitch leadership can say yes to.
We know these destinations — not from a database, from being there.
LeeAnn Spaulding, Founder — LMS Travel Group. Every proposal starts with a real number, so your leadership conversation starts with confidence.
Send me the worksheet.
One email. No spam — just the download, and occasionally, a note worth reading.
