Wellness Retreat

This Notion template has been custom-built to support the complete planning and execution of your in-person wellness retreat for approx. 50 attendees. At its core is a deeply structured Tasks section, split into five comprehensive planning stages: Event Concept and Planning, Logistics and Resources, People and Staffing, Marketing and Promotion, and Post-Event Wrap-Up. Each stage includes thoughtfully designed action items, timelines, and reminders to ensure no detail is missed. From defining the retreat's core goals and developing a theme like “Reconnect & Recharge,” to selecting a peaceful venue and outlining a balanced daily program, this section ensures that the entire retreat reflects your core intention of delivering a grounded and transformative experience.

In the Logistics and Resources stage, the Tasks section includes all elements needed to keep operations flowing smoothly. Here, you’ll manage everything from scheduling a full event timeline—including pre-event milestones and each day’s schedule—to sourcing wellness-specific materials like meditation cushions, yoga mats, and herbal teas. Vendor coordination tasks are built-in, making it easy to confirm arrival times for your plant-based caterer, breathwork facilitator, or sound healing specialist. Setup and teardown duties are assigned in detail to ensure the event opens and closes with care, aligning with the serene tone of the retreat.

The People and Staffing portion of the template focuses on role clarity and attendee experience. It includes pre-assigned responsibilities for roles like Welcome Hosts, Flow Coordinators, and Facilitator Liaisons, along with team training and communication prep. You'll track attendee registration workflows, pre-event email cadences, and optional one-on-one connection sessions. This area also holds space for post-retreat community engagement activities such as gratitude circles and follow-up integration Zoom calls, making sure that human connection is prioritized from start to finish.

Marketing and Promotion tasks guide your outreach strategy using channels that resonate most in the wellness world. Actions here include designing an early-bird campaign, scheduling social media content, creating a lead-nurturing email sequence, and establishing aligned partnerships with local yoga studios or eco-product sponsors. The section also helps you manage content creation and testimonials—ensuring that the retreat’s story lives on through beautiful imagery and guest reflections that can serve both immediate promotion and long-term branding.

Beyond the Tasks, the template includes dedicated sections for Budget, Attendees, and Documents—all tailored for a retreat environment. The Budget area tracks every expense, from venue rental and sound bowls to organic meals and guest gift bags, with columns for vendor contacts, receipts, and payment status. The Attendees section lets you manage personal guest details, track dietary needs, and note emotional or physical considerations important for holistic care. The Documents tab provides a central space to store your session outlines, facilitation guides, venue agreements, and media, making the template not just a plan—but the living hub of your entire wellness retreat.