Workday Agenda

7am • Activity: Optional Group Workouts (Walks, runs, guided meditations, etc.)
8am • Breakfast (+get to know you prompts)
9am • Introduction and framing
9:15am • Video (gratitude, annual highlights, customer love)
9:30am • Trust-building / get to know you
10:15am • Break
10:30am • State of the company + Q+A
11:15am • Break
11:30am • Product Workshop Part 1
12:30pm • Departmental Lunches
1:30pm • Product Workshop Part 2
2:30pm • Break / transition outside & group photo
2:45pm • Out-of-the-building activity (motivations)
3:45pm • Transition back inside
4-4:30pm • Closing

Evening Dinner + Social Event

Location: The Savoy Hotel & Beach Club (.3 miles from Goodtime Hotel).
‍Time & Date: April 2nd, 6:00pm-9:00pm
Attire: Casual attire is recommended as the entire event will be outdoors. Light and breathable clothing is also recommended. Swimsuits, beachwear and other casual poolside attire are welcome but not required, as the Savoy Hotel & Beach Club has two pools and beach access available for guests. 

Please note: Your attendance is kindly requested for this event. Mingling after 9:00 PM is welcome but not required.

Workday Agenda

7am • Activity: Optional Group Workouts • Walks, runs, guided meditations, etc.
8am • Breakfast (+get to know you prompts)
9am • Introduction and framing
9:30am • Market Panel (RPPL and BCPS)
10:30am • Debrief Market Panel in teams
11:15am • Break
11:30am • Operating Principles
12:30pm - 1:30pm • Lunch (+get to know you prompts)
1:30pm • Debrief / close / survey
2:00pm • Wrap

Theme

“Connecting the Dots” (to Thrive Island) - helping individuals and teams see outside their D2D roles, get clarity on the bigger picture, and connect with each other to cultivate trust.

Shifts we want to see

1. Between each other: from cautious and polite to trusting and accountable
2. Within ourselves: from brick layers to cathedral builders

Behaviors to reinforce

1. Craft
2. One team
3. Customer-obsessed
4. Growth mindset
5. Say (and hear) the thing

Norms

• Show up to all sessions on time
• Represent the company with integrity and respect
• Be present at sessions (ie off phones)
• Get outside of your comfort zone
• Embrace the magic (have fun and don’t take yourself too seriously)

- Laptop and charger (ensure your computer is charged daily as plugs are limited)
- Pen/pencil or notebook (optional)
- Comfortable and casual clothing
- Sunglasses, swim attire, and beach wear (optional)
- Comfortable footwear
- Brex credit card (if applicable)

- View flight info using your record locator 2 days before your flight.
- Check in online 1 day before departure.
- Contact Kylie via Slack with any issues.

Day 1 (April 2) Breakfast: 8:00 AM - 9:00 AM

Strawberry Moon Terrace at the hotel (3rd floor)

House Made Buttermilk Pancakes with Organic Butter, Pure Vermont Maple Syrup
Fresh Made Assorted Breakfast Pastries with Organic Butter with Maldon Flake Salt & Seasonal Preserves
Farmers Market Fresh Fruit & Berries
Fresh Brewed Regular and Decaffeinated Illy Coffee, Assorted Hot Teas, Orange Juice

Day 1 (April 2) Lunch: 12:30 PM - 1:30 PM

Strawberry Moon Terrace at the hotel (3rd floor)

Caprese Sandwich (Heirloom Tomatoes, Fresh Mozzarella and Basil Pesto)
Cuban Sandwich (Ham, Roast Pork, Swiss Cheese, Pickles, and Mustard)
Chips, Whole Fruit, Bottled Water, Assorted Soft Drinks, Assorted Cookies

Day 1 (April 2) Dinner: 6:00pm-9:00pm

The Savoy Hotel & Beach Club

Appetizers: Hummus and Pita, Crudite, French Fries with dipping sauces

Taco Bar (Build your own)
Beef, Chicken, Grilled Vegetables
Toppings: Cheese, Sour Cream, Pico de Gallo, Guacamole
Corn + Flour Tortillas
Side of Corn Tortilla Chips with Salsa + Guacamole dips

Dessert: Brownie bites, fruit platter

Day 2 (April 3) Breakfast: 8:00 AM - 9:00 AM

Strawberry Moon Terrace at the hotel (3rd floor)

Crisp Malted Waffles with Berry Compote, Local Butter, Pure Maple Syrup
Fresh made Assorted Breakfast Pastries with Organic Butter with Maldon Flake Salt & Seasonal Preserves
Farmers Market Fresh Fruit & Berries
Fresh Brewed Regular and Decaffeinated Illy Coffee, Assorted Hot Teas, Orange Juice

Day 2 (April 3) Lunch: 12:00 PM - 1:00 PM

Strawberry Moon Terrace at the hotel (3rd floor)

Turkey BLT (Bacon, Arugula, Tomato, Cheese and Turkey with mayonnaise)
Chicken Caesar Wrap (Baby Gem, Smoked Bacon, Parmesan, Caesar Dressing)
Chips, Whole Fruit, and Bottled Water, Assorted Soft Drinks, Assorted Cookies

Communication

The primary communication tool for this event is Slack. Download the mobile app and use the #2025-team-retreat-miami channel to stay updated on schedule changes, updates and to communicate during the event itself.

Expense Policy

During the Miami retreat, please help us stay within budget with these basic guidelines:
Stick to KickUp Group meals when offered
Aim to share Ubers with teammates where possible
Don’t starve during travel, but stick to cost-conscious options within limits below
When in doubt, ask Kylie, Vicky or Jeremy
‍
What you can expense:
‍Rideshare/taxi/shuttle/transport to and from the event. Please make an effort to share Ubers.
Meals during travel or when Group meals are not offered:
Breakfast: $10–$15
Lunch: $15–$25
Dinner: $25–$50
In-Flight Internet if used for work
Up to 1 checked bag if applicable
‍
What you should not expense:
Meals that overlap with KickUp-provided meals. Remember that KickUp provides all meals during the onsite.
Personal trip extensions, personal gifts or toiletries, or other non-expensable items in our policy.
‍
When logging expenses:
Please track all Retreat-related expenses in Brex within 1 week of the Retreat.
If you have a Brex card, you can make direct charges. Memos are required for all expenses.
Card users will have a designated virtual card to use (found on your Brex home page) that will automatically collate expenses for you under the Onsite budget

For reimbursement, please follow this process, also including a description & the appropriate budget.
Select the appropriate Spend Limit via the app or Slack, looking for the“2025 Team Retreat (Miami 4/1-4/3/25)”
‍The Brex Slack integration &/or app are helpful for quickly adding memos and receipts in real time.