Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

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Dear Bev,

Our team is doing a Zoom-based offsite when we return to the office after January 1. We have done this every year, in person, in November. But people didn’t want to be on screen to do this along with all of the demands of clients.

As we plan for this I want to make sure we have a clear agenda and a set of talking points. I read your column and have a good structure to use. But I need more in terms of practical ideas. What things should we be considering? What is enough without being too little or too much? How do I make sure everyone is engaged and involved?

We have a great team of 27 people and we have stayed well-engaged throughout these virtual times. Organizing this meeting well will set the tone for our new year together. Thank you for any ideas.

J.K.