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Essential Retreat Planning Checklist in Italy

Your complete guide to organising unforgettable wellness retreats in Italy

Planning Guide 15 min read Updated December 2024

Planning a wellness retreat in Italy can feel overwhelming, but with the right checklist, you can create an extraordinary experience for your guests while maintaining your sanity. As someone who has helped dozens of UK wellness professionals navigate the Italian retreat landscape, I've compiled this comprehensive guide to ensure nothing falls through the cracks.

What You'll Learn

  • 12-month planning timeline
  • Legal requirements for UK retreat leaders
  • Essential venue evaluation criteria
  • Marketing and booking strategies
  • Day-of coordination tips

12 Months Before: Foundation Phase

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Define Your Vision

  • Clarify your retreat theme and objectives
  • Determine ideal group size (8-20 is optimal)
  • Set your budget and pricing structure
  • Choose your preferred Italian regions

Legal Foundations

  • Professional indemnity insurance
  • Public liability coverage (minimum €2M)
  • ATOL bonding if arranging flights
  • Terms & conditions template

8-10 Months Before: Venue Selection

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Venue Evaluation Checklist

Essential Requirements

  • Dedicated yoga/meditation space (min 60m²)
  • Accommodation for your group size
  • Healthy catering options available
  • Peaceful, natural setting
  • Reliable WiFi for bookings/communication

Nice-to-Have Features

  • Pool or spa facilities
  • Outdoor yoga platform
  • Walking trails nearby
  • Cultural attractions within reach
  • Airport transfer options

6 Months Before: Marketing & Bookings

Launch Marketing

  • • Create compelling retreat description
  • • Professional photography
  • • Social media campaign
  • • Email to existing clients

Payment System

  • • Set up booking platform
  • • Payment schedule (deposit + balance)
  • • Cancellation policy
  • • Invoice templates

Community Building

  • • Private Facebook group
  • • Welcome email sequence
  • • Pre-retreat questionnaire
  • • WhatsApp group setup

3 Months Before: Logistics & Details

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Travel & Transportation

For Participants

  • Recommended flights and airports
  • Transfer options (group vs individual)
  • Travel document requirements
  • Travel insurance recommendations

Equipment & Supplies

  • Yoga props shipping to venue
  • Sound system arrangements
  • Essential oils and aromatherapy
  • Welcome gifts and retreat materials

1 Month Before: Final Preparations

Final Communications

  • Detailed itinerary to participants
  • Packing list with Italian weather info
  • Emergency contact information
  • Venue address and directions
  • Local currency and payment tips

Venue Coordination

  • Finalise meal plans and dietary needs
  • Confirm room assignments
  • Verify activity schedule with venue
  • Check heating/cooling for yoga spaces
  • Test technology and backup plans

Day of Arrival: Smooth Transitions

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Welcome Day Timeline

1

Arrival & Check-in (2-4 PM)

Greet participants, distribute welcome packets, room keys, and venue orientation

2

Welcome Circle (4:30-5:30 PM)

Introductions, intention setting, and overview of retreat schedule

3

First Practice (6-7 PM)

Gentle welcome yoga session to help everyone settle in

4

Welcome Dinner (7:30 PM)

Shared meal to build community and celebrate the beginning

Emergency Preparedness

Medical Emergencies

  • Call **112** for immediate medical emergencies (Italy's unified emergency number).
  • On-site staff trained in basic first aid.
  • Information on nearest medical facilities/pharmacies.
  • Emergency contact numbers for guests' designated contacts.
  • Support for mental well-being during stressful situations.

Fire Safety & Evacuation

  • Clearly marked emergency exits and evacuation routes.
  • Designated outdoor assembly points.
  • Smoke detectors and fire extinguishers on premises.
  • Emergency contact information for fire services.
  • Briefing on safety procedures upon arrival.

General Safety & Security

  • 24/7 on-site staff available for assistance.
  • Secure access points to the property.
  • Emergency communication plan for all guests.
  • Information on local area safety and best practices.
  • Procedures for reporting lost items or suspicious activity.

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