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“Help, I’m Planning a Retreat!” – A Procrastinator’s Guide to Not Screwing It Up

It’s 2 AM, you’re lying in bed staring at the ceiling, and your mind is racing with thoughts like “My community keeps asking to meet in person” and “Everyone else seems to be hosting retreats” and then the biggie hits: “Maybe it’s time I plan one too?”

If you’ve found yourself watching yet another Instagram story of a business coach raving about her “transformational retreat experience,” while you sat on your couch in your favorite sweatpants (you know, the ones with the coffee stain that refuse to leave), wondering if you could pull this off.

As a retreat planner who’s helped countless business coaches create their first in-person experiences, we’ve heard all the 2 AM thoughts:

  • “My community keeps asking when we’re meeting IRL…”
  • “Everyone in my mastermind group is hosting retreats…”
  • “Maybe my group coaching program needs this kind of connection…”
  • “But what if I charge all this money and it’s just an expensive group dinner?”

But here’s what I’ve learned after helping my clients plan successful retreats:

A retreat isn’t just another offering in your business. It’s not even just an in-person event. It’s a sacred container for transformation. It’s where your online community becomes real-life connections. It’s where those DM conversations turn into late-night discussions over wine. It’s where the magic that’s been happening in your Facebook group comes alive in 3D.

And yes, planning it feels terrifying. But so did starting your business, and look at you now.

Let’s talk about how to create something that’s more than just another business expense for your community. Let’s create an experience that they’ll still be talking about three years from now.

Because here’s the truth: Your community isn’t just asking for a retreat. They’re asking for connection. For transformation. For the kind of experience that only happens when passionate people get together in the same room.

The “Why This Matters” Reality Check

Before you start browsing luxury Airbnbs (step away from the “desert oasis with sound healing room”), let’s talk about what makes a coaching retreat actually worth it.

Your retreat needs more than just fancy workbooks and manifestation ceremonies. You need:

  • Clear transformation goals (Beyond “everyone will love each other!”)
  • Tangible outcomes (More specific than “massive breakthroughs”)
  • Success metrics (That your mastermind clients will actually value)

We once had a client who planned three days of back-to-back breakthrough sessions. Know what actually transformed her community? The two-hour dinner where everyone shared their biggest business failures. Sometimes magic happens in the margins.

Know Your Coaching Community

After years of planning retreats, here’s what nobody tells you: Your people aren’t actually morning people (despite what their Instagram stories claim). Everyone’s peak performance time is different. That perfectly structured schedule? It might cause a revolt. And that pre-work you’re planning? Let’s be honest about those completion rates. The magic happens when you create a framework that works with your community’s natural rhythm, not against it. Sometimes the best breakthroughs happen over late-morning coffee, not at sunrise meditation.

    Location: Making Everyone Say “This Was Worth The Investment”

    True story: A coach once booked what she thought was a “luxury wellness center” for her high-ticket mastermind retreat. Turned out to be a summer camp with aspirations. Her clients still talk about it – but not in the way she hoped. fter years of venue hunting (and some close calls), we’ve learned what a retreat space actually needs. Forget the infinity pools – give us reliable WiFi because someone’s always launching something. Create comfortable spaces where spontaneous hot seat sessions can unfold. Add in some quiet corners where even the most extroverted coaches need to recharge. And please, for the love of transformation, make sure there’s good coffee. Because while we can handle most surprises, a bad coffee situation can derail even the most enlightened group. Trust us on this one – we’ve seen it happen.

    The Schedule: What Actually Works For Coaches

    What most coaches initially plan:

    6:00 AM – Mandatory meditation
    7:00 AM – Journaling and intention setting
    8:00 AM – Start of 12-hour breakthrough sessions

    What we know works:

    9:30 AM – Coffee and connection (the real work starts here)
    10:00 AM – Opening session (once everyone’s caffeinated)
    11:30 AM – Implementation time (because coaches love to action)
    1:00 PM – Lunch and organic networking
    2:30 PM – Deep dive sessions
    4:00 PM – Integration/optional hot seats
    6:00 PM – Dinner and those conversations that change businesses

    Pro tip: The best coaching breakthroughs often happen during the “gaps” in your schedule. Plan for magic in the margins.

    The Investment Reality

    Let’s talk about the money side of retreats (because if you’re helping others scale their businesses, you need to know the real numbers too). Beyond just finding that Instagram-worthy venue, there’s a whole world of investments that turn good retreats into unforgettable ones. You need a space that’s not just pretty, but actually works for transformation. Then there’s the catering, because nobody has breakthrough moments when they’re hangry – trust us, we’ve seen what happens when the snacks run low. Don’t forget those physical workbooks everyone claims they don’t need but secretly love, and those little surprise-and-delight touches that make people feel seen. And always, always have an emergency fund, because sometimes your perfect speaker’s flight gets canceled or that sunset ceremony needs a last-minute indoor backup plan. Consider it your “peace of mind” investment – because the only surprises at your retreat should be the magical ones.

    Creating Those “Worth Every Penny” Moments

    Want to know the secret behind those retreat testimonials that sell out your next high-ticket offer? Here’s the truth: It’s not about the infinity pool views or the branded welcome bags (though yes, we’ll help you nail those too). The real magic happens when you create spaces for conversations that go deeper than “what do you do?” Small talk turns into soul talk. Networking becomes genuine connection. Your veterans naturally start mentoring your newcomers over late-night snacks. And instead of just talking about implementation, people actually start mapping out their next moves on cafe napkins. These are the moments that transform your retreat from a nice getaway into stories your clients tell for years. Because while luxury touches are nice, it’s those unexpected connections and breakthrough moments that make people sign up for your next offer before they even pack their bags to go home.

    The “It’s Happening” Game Plan

    Here’s what actually happens on retreat day (and why that’s a good thing).

    That perfectly planned timeline? Consider it a suggestion. The real skill is in knowing when to stick to the schedule and when to let the magic unfold naturally. Sometimes you’ll need to energize a quiet room. Other times you’ll need to ground an excited crowd. And yes, there will always be a crisis right before your biggest moment.

    But the best part? It’s watching your community create their own kind of magic in those unplanned spaces. Sometimes the most powerful moments are the ones you never saw coming.

    Making It Last Beyond The Retreat

    The true measure of success isn’t just in those magical sunset moments – it’s in the transformation that continues long after the last goodbye.


    Real change needs structure and support. That’s why we create implementation frameworks that keep the momentum going. We help you maintain that electric community energy even when everyone’s back to their daily routines. Those breakthrough moments? They transform into content that sells your next offers. And trust us, people will be asking about your next retreat before they even unpack from this one.

    Because the most powerful part of a retreat isn’t just what happens during those few days together. It’s in the lasting changes, the continued connections, and the ripple effects that keep showing up months later. Sometimes the real transformation is just beginning when everyone says goodbye.

    The Truth About Coaching Retreats

    Here’s what we’ve learned after years of planning retreats for coaches: They’re not just events. They’re business-changing, community-strengthening, transformation-creating experiences that can elevate everything you do online.

    Sometimes someone cries (okay, often someone cries). Sometimes the schedule falls apart. Sometimes the breakthrough moments happen at breakfast instead of during your carefully planned sessions.

    But when it’s done right? When you have the right support, the right planning, and the right space for magic? That’s when businesses transform, relationships deepen, and your community becomes something bigger than a Facebook group.

    Need a planning partner who speaks coach, gets your vision, and knows how to make it happen? That’s literally why we exist. Drop us a line at hello@juneretreats.com. We’ll help you create the retreat your community will talk about for years (in a good way).

    P.S. Curious about what actually goes into planning a coach retreat? Join our monthly newsletter, The Retreat Collective. We share real behind-the-scenes stories, planning tips, and occasional gentle reminders that you don’t have to figure this out alone.

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    Hello, I'm Janet Cho

    A brand strategist with an editorial approach and a lot of cats, based in Los Angeles, California.

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