---
# System prepended metadata

title: Program & Tasks
tags: [strategy-retreat-2022]

---



# Program & Tasks

![3.png](https://i.imgur.com/sWXx4il.png)

Get the full picture of the retreat program using the table below. You will find:

- Dates and descriptions of each session;
- Prep or post-work tasks for each session;
- Deadlines.

> *To find out more about each session and see the instructions for the related tasks, hover over the session name and click on the “open” button.*
> 

Sessions & Tasks

| Session | Date | Description | Tags | Tasks | Deadline  |
|-|-|-|-|-|-|
| [Opening Session](https://hackmd.io/@investinopen/Retreat-Workbook-2022-Opening-Session) | February 8, 2022 | Part 1: Welcome to the IOI Strategy Retreat!    Part 2: Play the Who’s Who Bingo and learn more about who’s in the room.    Part 3: Reflect on how the past experiences of everyone in the room will shape their contribution to the work we’ll do together. We’ll do this through the lenses of our individual money narratives. | Prep-work | Prep-work:  1\. Record an introduction video with your name, location, and answer to the question:    • What does courage mean to you? Tell us a story of a time when you had to be brave. There’s no right or wrong answer; we want to hear your unique perspective! (max 3 min)    1.1. Watch the other participants’ videos.    2\. Fill out a form to share fun facts about yourself (to be used in the Who’s Who Bingo).    3\. Review the Strategic Goals & Objectives on the Orientation Packet.    After the session  1\. Please fill out the feedback form 🎁 | February 4, 2022  |
| [Ways of Working](https://hackmd.io/@investinopen/Retreat-Workbook-2022-Ways-of-Working) | February 9, 2022 → February 15, 2022 | In this session, each group will start defining how they want to work together -  purpose, needs, activities, rules.    We will also define what we need from the other groups to do our best work. | Post-work, Prep-work | Prep-work:  1\. Review the roles and expectations for each IOI governance group (in the orientation packet).    2\. Write a list of questions (if you have any) about what’s expected of you in your role.    Post-work:  1\. Review, comment and commit to the needs of the other groups.  2\. Please fill out the feedback form 🎁 | February 17, 2022  |
| [Naming the Challenges](https://hackmd.io/@investinopen/Retreat-Workbook-2022-Naming-the-Challenges) | February 18, 2022 | We’ve committed to courage, this is where we bring it to life.    In this session, we’ll use a facilitated framework to address the top three challenges the team has chosen as the most impactful. | Prep-work | Prep-work:  1\. Throughout the retreat until Feb 16th, use the EasyRetro platform to share your answers to the following questions:    • What questions do we not have sufficient answers to?  • What are we not talking about and should be, as a team?    2\. Between February 16th and 18th, vote on the 3 topics you believe will most likely get in our way later if we don’t discuss them now.    After the session  1\. Please fill out the feedback form 🎁 | February 16, 2022  |
| [Expert Session](https://hackmd.io/@investinopen/Retreat-Workbook-2022-Expert-Session) | February 25, 2022 | The session aims to encourage our team to think bigger and more creatively as a group, bringing deeper insights into where we draw inspiration.    We’re inviting 3 experts to provide their thoughts and insight into two key themes:    • Re-imagining How We Think of Investment    • Nonprofit Effectiveness & Assessment | Prep-work | Prep-work:  1\. Throughout the retreat until Feb 23rd, use the EasyRetro platform to share your questions or comments that you would like to ask or share with the guest speakers.    2\. Between February 23rd and 25th, vote on the 3 topics you would like to be addressed live.    After the session  1\. Please fill out the feedback form 🎁 | February 24, 2022  |
| [Investment Elements Workshop](https://hackmd.io/@investinopen/Retreat-Workbook-2022-Investment-Elements-Workshop) | February 28, 2022 | What is Investment? Advancing the cause of open infrastructure can come in a variety of ways.    In this session, help us think through these key elements of investment - funding, resources, and organizational capacity - by exploring the following questions:    → How should we define each element?    → What is the value of each element in the overall investment "portfolio" we should be considering?    → What are the dangers when they come into imbalance (excess or scarcity)? | Prep-work | Prep-work:  Ahead of our workshop session please put some thought into your element (open session detail for the group allocation), doing relevant research on relevant case studies or examples you want to highlight as part of this discussion. Our hope is that you’ll take the time to come to this conversation with your peers able to go deeper into the element and help us understand deeply the issues at hand.    After the session  1\. Please fill out the feedback form 🎁 | February 27, 2022  |
| [Closing Session](https://hackmd.io/@investinopen/Retreat-Workbook-2022-Closing-Session) | March 4, 2022 | Part 1: Retrospective  What went well and not so well when we worked together for the first time?    Part 2: What happens next?  by Kaitlin Thaney    Part 3: Celebrate what we have already accomplished together! | Prep-work | Prep-work:  1\. Reflect on the journey we went through in this retreat and share:    • 2 Key take-aways  • 2 Things you would like to keep doing  • 2 Things we could do differently next time  • 2 Retreat achievements you’d like to celebrate    After the session  1\. Please fill out the feedback form 🎁 | March 3, 2022  |

[← Go back (Orientation Packet)](https://hackmd.io/@investinopen/Retreat-Workbook-2022-Orientation-Packet)

![Notion Assets.png](https://i.imgur.com/L3LGyBU.png)

🎶 Here’s *some music to work to* 🎶 [spotify.com/playlist](https://open.spotify.com/playlist/0mUknLdwEWZsQsB4lixtyn)

<aside>
💌 *Reach out on Slack on the channel or by direct message to Sara or Carla*

</aside>

![Notion Assets.png](https://i.imgur.com/BsRG2Et.png)

![https://i.creativecommons.org/l/by/4.0/88x31.png](https://i.creativecommons.org/l/by/4.0/88x31.png)

This workbook is made available under a [Creative Commons Attribution 4.0 International License](https://creativecommons.org/licenses/by/4.0/). Users are free to share, remix, and adapt this work. (Please attribute [Learning Day](https://learningday.community/) and [Invest in Open Infrastructure](https://investinopen.org/) in any derivative work.)

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URL for this page: https://hackmd.io/@investinopen/Retreat-Workbook-2022-Program-Tasks

This page first published: 2022-03-25

###### tags: `strategy-retreat-2022`