Off-Site Goals
01
Concentrate our work where it matters most
Look at every program through cost data, impact data, and group insight, and agree on what continues, pauses, or stops. Judge each one against how well it executes the mission, at both the macro and micro level. The question is where the resources move the mission furthest. We will also discuss our vision for the new office.
OUTCOME A clear 2027 program focus.
02
Take an honest account of 2026
Review goals against results. This includes the development team's performance, pipeline, and Q4 fundraising plan; impact measurements; and team structure and human resources, including the outcome of the contractors' review.
OUTCOME A clear fundraising plan for Q4 and 2027 and a view of where our people and structure need to change.
03
Understand how we work together, and with AI
Use the PI Index to look at our individual and team behavioral patterns and how they help or hinder us. Discuss how AI could change the way the organization operates.
OUTCOME Team dynamics we commit to working on, and a view of where AI could strengthen our operations.
04
Set the direction for OFF 2027
Leave with a working theme, a format, and the big budget buckets. Three strategic areas: first, whether tech freedom and AI become a track within OFF. Second, sponsorship goals, ticket strategy, and a rough budget. Third, how we approach speaker selection and vetting.
OUTCOME A clear OFF 2027 vision.
05
Translate decisions into resources
Turn the outcomes of the discussion into the 2027 budget framework and the content of our grant applications.
OUTCOME A clear 2027 budget and the core focus for our grant applications.
Schedule
Work session
Meal
Free time and activities
Arrival and departure
Presenters
DAY 0Monday, September 28
Evening
Arrivals in La Jolla
DAY 1Tuesday, September 29
10:00 AM – 12:30 PM
Session 1: Concentrate our work where it matters most
- Opening: purpose; goals; and reflections on HRF's mission
- HRF programs deep dive: presentation; impact metrics; and group discussion
- Vision for the new office
PRESENTINGMichelle
1:00 – 2:30 PM
Lunch at Pescador
3:00 – 4:00 PM
Hike or swim
4:30 – 6:00 PM
Session 2: An honest account of 2026
- 2026 goals and results; development performance; pipeline; and the Q4 fundraising plan
- People and structure: the org chart; staff needs and culture trends; and the contractors' review
PRESENTINGClark, Andrew, CK
7:00 PM
Dinner at Paradisaea
DAY 2Wednesday, September 30
9:30 AM – 12:00 PM
Session 3: How we work together, and with AI
- PI Index: individual and team behavioral patterns
- AI and HRF's organizational brain
PRESENTINGHelene Rodrigue, Daria
PRESENTINGSkyler, Tony
12:15 – 1:30 PM
Lunch at Puesto
2:00 – 3:00 PM
Hike or beach
3:30 – 5:00 PM
Session 4: OFF 2027
- Theme and format
- Three strategic areas: tech freedom and AI; sponsorship; and speaker selection and vetting
- Big budget buckets
PRESENTINGJen, Michelle, CK
8:00 PM
Jazz at Lou Lou's
DAY 3Thursday, October 1
7:45 – 8:45 AM
Breakfast at FlowerPot
9:00 – 10:30 AM
Session 5: Vision and resources for 2027
- 2027 budget framework
- Core focus for our grant applications
- Closing: decisions; owners; and next steps
PRESENTINGHugene, Clark
