Stop Planning Your Retreat in Chaos.
The Wellness Retreat Planning Checklist is a free Google Sheets system that replaces messy spreadsheets and scattered notes giving you one clear, organized place to plan everything.
✔ A complete Google Sheets planning system
✔ Dashboard, timeline, budget tracker & more
✔ Color-coded, visual & easy to use
✔ Takes 5 minutes to set up—no experience needed
This Isn't Just a Spreadsheet. It's Your Retreat, Organized.
Most retreat hosts are managing their planning across notes apps, random spreadsheets, group chats, and sticky notes. And when it all falls apart—it’s never because of one big mistake.
It’s the missed details. The unclear timeline. The budget that spiraled.
The guests who weren’t followed up with.
This system was built to solve all of that—in one place, from day one.
Dashboard & Key Metrics
See guests, revenue, budget, and progress in one view.
Timeline & Task Manager
Phased tasks with statuses and priorities. Always know what’s next.
Budget & Cost Tracker
Estimated vs. actual. Plan smart, spend confidently.
Revenue & Guest Tracker
Registrations, payments, and guest details—all organized.
Run of Show Template
A clear, structured schedule for a seamless retreat day.
Marketing Planner
Launch with a strategy, not a scramble.
Post-Retreat Debrief
Reflect, review, and improve for next time.
How It Works
Up and running in under 5 minutes. No spreadsheet experience needed.
Step 1: Click Download
Click the download link. You'll get immediate access to the Google Sheets file.
Step 2: Make a Copy
Open the file, click File → Make a Copy. In seconds, it’s yours to edit and own.
Step 3: Start Planning
Fill in your retreat details and start building your plan immediately. No setup, no learning curve.
Who This Is For
This was built for you if you’re a wellness coach, instructor, or facilitator planning a retreat.
Or a creative or entrepreneur designing an experience-based event.
Or a first-time host who wants to do it right the first time—or an experienced host ready to elevate and refine the process.
If you want your retreat to feel intentional, elevated, and seamlessly executed—this is for you.