THE OFFSITE CO WAY · PHASE 07

Reengagement

Strengthen the client relationship following the event and identify opportunities for future collaboration. This phase ensures that successful partnerships evolve into ongoing engagements, annual programs, or new initiatives.

Department: Operations — COO

Primary Owner: COO

Key Contributors: EA

Trigger: Phase 06 — Wrap & Financial Close complete. Client and internal retros completed.

Key Actions

• Conduct strategic follow-up with the client after the retro process
• Maintain periodic relationship touchpoints to stay connected
• Identify and explore future event planning opportunities
• Update Partnership Pulse Log with relationship status and next steps

Definition of Done

Initial reengagement actions are complete when:

• Strategic follow-up has been conducted with the client
• Future opportunity has been identified — active opportunity, renewed engagement, or documented relationship status
• Follow-up actions documented
• Partnership Pulse Log updated with relationship status and next steps

Tools & Templates

Tool / Template	Purpose	Location
Partnership Pulse Log	Record client relationship insights, next steps, and follow-up reminders — managed by EA	2026 Partnership Pulse Log