3–4 weeks out. While the budget already exists.
Most forums already spend on the annual retreat — a house, a facilitator, a weekend. Forum 360 is $499 for the whole room, about one-tenth a facilitator, paid when you send. Run the cycle three to four weeks before you leave.
Why before, not after
About 30 minutes per person, once a year. People need a window. Three to four weeks is enough to finish, generate, and release before anyone is on a plane. Reports land privately first. The retreat is then a place to sit with the group scorecard — not a place to fill out a survey.
The facilitator you already hired can walk a scorecard. They cannot invent a personal 360 the week you arrive.
What the retreat discusses
Private reports stay private. The room discusses only the shared forum-health scorecard. That is the same rule as the morning-after script. The retreat just has more time.
If you already run EO's or YPO's pulse before the off-site, keep it. That is a checkup on the room. This is the personal 360 plus the scorecard you can actually run as a meeting.
How to put it on the agenda
- Send the Slack pack and the group scorecard. Get consent. Then pay when you send invites.
- Close the cycle a few days before travel.
- Release when you are ready. Members read their private reports alone.
- On site: the scorecard, the three prompts, one norm. Not a second 360 around the table.
For the chair: Tell your chair · Bring it to the room · Pulse vs 360 · After the 360 · For area chairs · Founder 360 · Results
Start the cycle before you book the house.
The ask is about 30 minutes per person, once a year. $499 per forum per year.
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