SOUL COAST COLLECTIVE

Retreat Planning Toolkit

Plan your retreat with clarity and structure. A self-led planning system built around a comprehensive retreat budget.

$198 founding rate · Includes a 1:1 Orientation Call

Get the Toolkit →

THE RETREAT PLANNING TOOLKIT

You don’t need to have every answer from the start.

You just need a clear direction, supportive structure, and space to build something that feels aligned to you.

What’s Included

  • Preview of the Retreat Planning Organizer budget tracker

    Retreat Planning Organizer

    A system to create and manage your retreat budget, vendors, timelines, and logistics in one place.

    Format: Google Sheets

  • Cover of the Soul Coast Collective Retreat Planning Guide

    Retreat Planning Guide

    A clear framework to design and structure your retreat, from vision and venue selection through guest experience and your final prep week.

    Format: Digital guide (PDF)

  • Preview of the Retreat Guest Information Form

    Guest Information Form

    A streamlined way to gather essential guest details, from dietary needs and room preferences to arrival times and emergency contacts.

    Format: Google Forms

  • Sixty minute 1:1 Orientation Call

    1:1 Orientation Call

    A 60-minute call to walk through your Toolkit and receive personal feedback on how it applies to your retreat vision, with tips to get the most from each piece.

    Included with every Toolkit

Get the Toolkit · $198

INSIDE THE ORGANIZER

Your budget, organized from the very beginning.

A retreat holds more costs than many facilitators expect. The Organizer gives each one a place, from venue and catering to gratuities and contingency, so you can see the full picture as you plan.

Budget & Financial Tracker · Plan, track, and adjust expenses with clarity.

Guest Management Tracker · Organize attendee details, room assignments, and key information.

Vendor Tracker · Keep vendor details and logistics in one place.

Planning Timeline & Checklist · Stay aligned with key milestones.

Inside the Guide

  • Retreat Planning Guide table of contents

    Fourteen Sections

    From setting your intention and choosing a venue to the guest experience and your final checklists.

  • Retreat Planning Roadmap page from the Guide

    Retreat Planning Roadmap

    A clear planning timeline, from vision and foundations to your final week.

  • Retreat Capacity and Pricing page from the Guide

    Retreat Capacity & Pricing

    A pricing reality check with a simple per-guest formula to guide your pricing decisions.

Young persimmon tree with ripening fruit beside a white wall

Is the Toolkit Right for You?

The Toolkit is for facilitators who want a trusted framework they can implement independently. Whether you’ve hosted before and want a ready-made system, or you’re planning your first retreat and want a clear place to start, it brings structure to the process.

It is a self-led resource. It does not include custom planning, itinerary creation, venue or vendor sourcing, pricing or financial modeling, or ongoing support.

If you’d like a guide alongside you, Advisory Support and Full Retreat Planning offer that deeper partnership. Book a Discovery Call to talk through what fits.

How It Works

  • 1. Purchase

    Secure checkout for the full Toolkit.

  • 2. Receive Your Toolkit

    Instant access to your Toolkit page, with everything in one place.

  • 3. Orientation Call

    A 60-minute 1:1 call with personal feedback on how the Toolkit applies to your retreat vision.

  • 4. Plan at Your Pace

    Build your retreat with clarity and structure, on your own timeline.

Good to Know

  • The Retreat Planning Guide is a digital PDF. The Organizer is a Google Sheet and the Guest Information Form is a Google Form, so a free Google account is all you need to use them.

  • Right after checkout, you’ll have access to your Toolkit page and receive an email confirmation. Everything lives there: the Guide, your own copies of the Organizer and Guest Form, and a link to book your 1:1 Orientation Call.

  • Yes. Your access is unlimited, including any future updates.

  • We recommend 8 to 12+ months before your retreat. The Roadmap can be adapted to a shorter timeline, though some steps will need to happen closer together.

  • Yes. The Organizer gives you one central place for your budget, guests, vendors, and timeline, and the Guide is a reference for each stage of planning.

  • It can be. The Toolkit gives you a clear framework to start from, and your 1:1 Orientation Call offers personal feedback on your retreat vision. If you’d like more hands-on guidance along the way, Advisory Support and Full Retreat Planning are there when you’re ready.

  • Because the Toolkit is digital and available right away, all sales are final.

  • We’re happy to talk through what fits during a Discovery Call.

NOT QUITE READY?

Start with the free Preview Edition.

A thoughtful starting point for planning and structuring a retreat experience, sent straight to your inbox.

Get the free Guide →

Plan with clarity, at your own pace.

The Retreat Planning Toolkit · $198 founding rate

Get the Toolkit