Mornington Peninsula, Victoria
Planning Days, Mornington Peninsula
Annual planning days, quarterly reviews, and OKR workshops on the Mornington Peninsula
Planning Days
Plan the year ahead away from the office
Annual planning days, quarterly reviews, OKR workshops and budget planning retreats on the Mornington Peninsula, Victoria
A planning day is a structured offsite session in which a leadership team sets priorities, aligns on goals, and documents commitments for the period ahead — typically a quarter, half-year, or full year. The agenda should make time for decisions and clear next steps, not simply a list of topics.
Teams can use a planning day to review progress, examine trade-offs and agree who owns the next steps. A considered agenda, a suitable venue and appropriate facilitation can give the group time away from routine interruptions to focus on those decisions.
Peninsula Executive Retreats designs planning days for leadership teams, boards and corporate groups on the Mornington Peninsula. Formats can range from a half-day review to a multi-day planning retreat with accommodation and dining. The team scopes facilitation, venue and logistics to the planning questions your group needs to address.
The Peninsula offers private venue, dining and accommodation options within reach of Melbourne. The team checks availability and selected inclusions against your brief before confirming them in a proposal.
Why Offsite
Why planning days work better offsite
Distance creates perspective
Time away from day-to-day office interruptions gives leaders space to discuss priorities together. A Peninsula setting can provide a useful change of pace for a structured planning session.
Shared experience builds alignment
A shared meal, walk through a vineyard or optional wellness activity can give participants informal time together alongside the planning sessions. The right mix depends on your group's objectives and schedule.
Venue signals importance
Venue layout, privacy and location matter for a focused planning agenda. Peninsula estate and hotel options can be compared against your group size, format and confirmed supplier availability.
Program Formats
Planning day formats for every situation
Each format is a starting point. Programs are designed around your specific planning requirements, group size, and available time.
A full day structured around setting priorities, OKRs, and operational plans for the year ahead. A morning review explores what has changed and what the team has learned; the afternoon can focus on priorities, resources and accountabilities. Facilitation and venue options are scoped to the group's brief.
Typically Includes
- Pre-session briefing and agenda design
- Annual review session: what we learned
- Priority-setting workshop: what matters most
- OKR or goal-setting session
- Resource and accountability mapping
- Working lunch at a Peninsula venue
- Documented priorities and next steps, if included in the brief
Best for: Leadership teams setting annual priorities and operational plans. Typically run in Q4 or Q1.
A lighter-touch format for teams that run quarterly planning cycles. Review progress against the quarterly plan, identify what has changed, recalibrate priorities, and recommit for the next quarter. Can be run as a recurring programme across the year with consistent facilitation — a powerful anchor for team discipline and accountability.
Typically Includes
- Quarterly progress review
- Environmental scan: what has changed?
- Priority recalibration
- Next quarter goal-setting
- Working lunch or morning session at a Peninsula venue
- Cumulative outcomes tracking across the year
Best for: High-performing teams that run quarterly planning cycles and want to maintain momentum and discipline.
A structured workshop for leadership teams implementing or improving their OKR (Objectives and Key Results) practice. Combines education on OKR methodology with hands-on drafting of company, team, and individual OKRs. Particularly valuable for teams that have struggled to make OKRs work in practice, or those implementing the framework for the first time.
Typically Includes
- OKR methodology overview and common pitfalls
- Company-level OKR drafting session
- Team-level OKR alignment workshop
- OKR quality review and refinement
- Cascade and alignment mapping
- Implementation and cadence planning
Best for: Leadership teams implementing OKRs for the first time, or those wanting to improve an existing OKR practice.
A planning day designed for larger groups that span multiple functions or business units. Combines whole-group sessions for context and alignment with breakout sessions for function-specific planning. Concludes with a cross-functional integration session to identify dependencies, shared priorities, and potential conflicts before they become problems.
Typically Includes
- Whole-group context and direction session
- Function-specific planning breakouts
- Cross-functional dependency mapping
- Integration and alignment session
- Shared priority identification
- Working lunch and team experience
Best for: Larger leadership teams or organisations with multiple business units that need both function-specific planning and cross-functional alignment.
A structured retreat for leadership teams working through budget allocation and resource planning decisions. Combines financial review and scenario modelling with facilitated discussion on strategic priorities and trade-offs. The Peninsula setting creates the conditions for the kind of honest, unhurried conversation that budget discussions require but rarely get.
Typically Includes
- Financial review and scenario modelling session
- Strategic priority and resource alignment workshop
- Trade-off and decision-making facilitation
- Budget allocation and accountability framework
- Overnight accommodation
- Private dinner and Peninsula experience
Best for: Leadership teams navigating complex budget and resource allocation decisions, particularly in constrained environments.
A dedicated planning day for boards setting governance priorities, reviewing their effectiveness, and planning the board's work programme for the year ahead. Facilitation and a suitable private venue can be investigated and confirmed against the board's brief.
Typically Includes
- Board effectiveness review
- Governance priority-setting
- Board work program planning
- Committee structure and terms of reference review
- Board-management interface discussion
- Private venue with full catering
Best for: Boards that want to invest in their own effectiveness and governance practice, not just the organisation's strategy.
Format Finder
Find your planning day format
Answer 3 quick questions and we'll match you to the right format.
What kind of planning does your team need to do?
Choose the option that best describes your situation.
Who This Retreat Is For
Explore by industry
Related Programs
Planning days connect to everything
Strategy Retreats
Multi-day strategy retreats for leadership teams navigating major strategic decisions.
Leadership Days
Half-day to full-day leadership programs for senior teams.
Board Retreats
Dedicated board strategy and governance retreats on the Mornington Peninsula.
Executive Facilitation
Specialist facilitation for planning sessions, strategy workshops, and leadership programs.
Enquire about a planning day
Common Questions
Planning day FAQs
What is a planning day?
+
A planning day is a structured offsite session designed to give a leadership team dedicated time to plan for the year ahead, the next quarter, or a specific business challenge. The agenda and facilitation can be designed around the group's objectives and available time.
What is the difference between a planning day and a strategy retreat?
+
A strategy retreat focuses on longer-term direction and priorities. A planning day focuses on the decisions, responsibilities and next steps needed to put strategy into practice. A programme may combine both elements when the brief calls for it.
How long should a planning day be?
+
A focused quarterly review may fit into a half-day, while annual planning often needs a full day. If a group also wants strategic review or deeper discussion, the team can scope a residential format with an overnight stay.
Do we need a facilitator for a planning day?
+
A facilitator can help keep the discussion on track while leaders focus on decisions and content. The team can discuss the right facilitation approach for the group's objectives and confirm availability and fees in a proposal.
How much does a planning day on the Mornington Peninsula cost?
+
Pricing depends on the group size, venue, duration, facilitation, catering and any accommodation or activities selected. Share your brief and preferred dates so the team can prepare an itemised proposal with confirmed inclusions and supplier availability.
Planning a planning day in Victoria
Planning day locations on the Mornington Peninsula
Executive Retreats near Melbourne
90 minutes from the CBD. The right distance to think clearly, plan deeply, and return with real clarity.
Explore →
Mornington Peninsula Retreats
Venue and programme options for senior leadership teams and executive groups.
Explore →
Corporate Retreats Victoria
Full-service retreat design and delivery for leadership teams across Victoria.
Explore →
From the Knowledge Hub
Further reading on planning days
8 min read
Strategy Retreat vs Planning Day: Which Does Your Team Need?
A practical framework for choosing the right format based on where your team is in its strategic cycle.
Read article →
9 min read
How to Write a Board Retreat Agenda
Most planning day agendas are lists of topics. The best ones are sequences of outcomes. Here is how to design one.
Read article →
7 min read
5 Common Mistakes When Planning a Strategy Retreat
The most common failure modes in planning day design, and how to avoid every one of them.
Read article →
The P.E.R. Brief
Stay informed on leadership planning thinking
Notes for leaders investing in their senior teams: practical planning ideas, Peninsula insights and questions worth taking into your next session.
Choosing your dates
Planning a retreat? Let us check suitable dates.
Share your preferred dates, group size and programme requirements. The team can check venue and facilitator availability before preparing a proposal.
From brief to proposal
Plan the session around the decisions that matter
Tell the team your objectives, group size and preferred dates. Venue options, facilitation, catering and transport can then be scoped against availability, with inclusions and pricing confirmed in your written proposal.
Share your planning brief →Peninsula Concierge
Typically replies instantly
AI assistant · For bookings