Soft Life Travel Planning SOP
Soft Life Travel Planning SOP
Standard Operating Procedure For Retreat & Group Travel (18-12 Participants)
Introduction:
The standard operation procedure (SOP) outlines the step-by-step guide for planning a
retreat or group travel experience for 8-12 participants under the Soft Life Getaway
program. It is designed to ensure smooth, seamless, consistent and professional planning
across all future planning events, whether managed by staff or volunteers.
Scope:
Roles & Responsibilities:
● Retreat Coordinator: Oversees the entire planning process and ensures deadlines
are met.
● Travel Support Leads: Research, and book flight, lodging and transport.
● Finance Lead: Prepares budget, monitors budget allocation, issues invoices and
reconciles receipts.
● Volunteer/Assistant: Support logistics, communication and documentation.
● Safety Lead: Manages risk assessment, emergency plans, travel insurance and local
medical contract.
● On-site Coordinator: Local point of contract for operations and troubleshooting.
● Communications Lead: Prepares welcome packs, participant communication, and
oversees social or WhatsApp groups.
Definition:
● PAX: Participants (Attendees); used to denote the numbers of travelers.
● Block: A group reservation held by a vendor for a specified time.
● Deposit: A non refundable or partially refundable payment to secure a booking.
High Level Planning Process (Step by Step)
Project Kickoff (Day 0)
● Receives brief from Program Lead confirming objectives, dates, approximate budget,
and target participant profile.
● Create a dedicated planning folder (Google drive / Dropbox) and a shared master
spreadsheet.
● Set up a group communication channel (WhatsApp or Slack) and a calendar for
weekly check-ins.
Destination Selection:
When selecting a destination, evaluate the following factors.
● Budget Fit: Ensure average per-person cost (lodging, flights, and activities) aligns
with the overall retreat budget, consider currency exchange rate, seasonal pricing,
and local cost of living.
● Safety: Review travel advisories, healthcare access, and political stability.
● Accessibility: Access proximity to major international airports, flight availability,
visa requirements, and total travel time.
● Luxury & Comfort: Choose destinations that reflect Soft Life’s brand of wellness,
comfort, and relaxation.
● Season & Weather: Avoid peak hurricane or rainy seasons and extreme climate
conditions.
● Cultural Experience: Prioritize destinations offering unique, memorable
experiences aligned with a soft life lifestyle (e.g., spas, beaches, fine dining, cultural
tours).
Checklist for Destination Approval:
● At least 3 international airports within reasonable distance.
● Affordable, safe lodging options for 8-12 women.
● Strong local transport options (shuttles, vans, private transfers)
● Availability of group-friendly activities.
Booking Accommodation:
Accommodations should be able to house 8-12 women in either a shared villa, Airbnb's or
hotels with suit options.
Lodging selection Process:
To ensure comfort, safety, and group suitability, follow these steps when selecting
accommodation.
● Research 3-4 options: Include at least one hotel, one villa, and one Airbnb.
● Confirm availability, layout suitability, and amenities for 8-12 guests.
● Use a comparison table to evaluate price capacity, reviews and booking flexibility.
● Check reviews: Only consider properties with a 4+ rating and recent positive
feedback.
● Confirm Amenities: Must include Wi-fi, comfortable sleeping arrangements,
recreational features ( e.g., pool, spa, gym, and outdoor lounge)
● Negotiate group discount: Contact hosts or hotels directly for group pricing or perks.
Booking Checklist:
● Wi-fi, pool/spa, full kitchen or on-site dining.
● Minimum, 4 bathrooms for 10 women.
● Secure parking and safety features.
● Proximity to restaurants, shops and wellness centers.
Accommodation Comparison Table:
Capacity
Amenities
$600
10 guest
Villa
$850
Airbnb
Airbnb
$720
$720
Property
Type
Price Per
Night
Luxe
Haven
Hotel
Hotel
Villa
Serenity
Coastal
Retreat
Names
Proximity
to the
Airport
Cancellati
on
Rate
Wi-fi, on-site
dinning and
gym
15 mins
Non
refundable
4.5
12 guest
Wi-fi, pool,
spa and full
kitchen
25mins
Free
cancellation
(7 days)
4.8
8 guest
Wi-fi,
out-door
lounge and
kitchen
30 mins
Flexible
4.7
Coordinating Group Flight:
To ensure smooth arrivals and minimize logistical challenges, group flights should be
coordinated so that participants arrive within a similar time frame.
Steps to coordinate flight:
● Research 1-3 airlines using platforms such as Google Flight, Booking.com,
Skyscanner, and Expedia for price and route comparison.
● Compare fare types, nothing inclusions such as baggage allowance, seat selection,
and onboard meal.
● Identify preferred travel dates and departure times based on group availability.
● Choose a reliable route, prioritizing non-stop or single layover options for
convenience.
● Create a flight tracking sheet and collect participant details: full names (as shown as
passport) date of birth and nationality.
● Monitor fares and lock in bookings when aligned with budget and availability.
● Shared confirmed itineraries with all travelers and ensured bookings are finalized.
Flight coordination Checklist:
● Average roundtrip fare per traveler is documented.
● Baggage policy is clearly outlined and communicated.
● Group arrival times are scheduled within a 2-3 hour window.
Flight Comparison Table:
Airline
Route
Type
Fare
Round
Trip
Baggage
Included
Seat
Selection
Meal
Included
Airport
Window
Air Peace
Non stop
$650
Yes
Yes
Yes
10:00-12:00
Qatar
Airways
1 Layover
$720
Yes
No
Yes
11:30-13:30
Emirate
Non stop
$800
No
Yes
Yes
09:00-11:00
Ground Transportation Options:
Secure reliable transportation for airport transfers and daily activities to ensure comfort and
punctuality.
● Pre-book roundtrip airport transfer vans for up to 12 passengers.
● Hire vans or minibuses for daily tours and scheduled activities.
● Consider ride-share services such as Bolt or Uber for flexible transport needs.
● Confirm vehicle types, driver details, insurance coverage, and contingency plans for
delayed flights.
● Finalize contracts or written confirmations with selected transport providers.
Ground Transport Checklist:
● Include drivers contact information in the participant welcome packet.
● Driver availability is confirmed for both arrival and departure days.
● Vehicle capacity accommodates 12 passengers with luggage.
● Air-conditioning and insurance are included.
● The transport schedule is shared with the group in advance.
Ground Transportation Comparison Table:
Use this table to evaluate vendors for airport transfers and daily transport.
Vendor
Vehicle
Type
Capacity
Round
Trip Cost
Insurance
info
included
Driver info
provided
Backup
Plan
Lagos
Shuttle Co.
12 seater
van
12pax
$300
Yes
Yes
Yes
Bolt Fleet
Ride-share
4
pax/vehicle
Variable
No
No
No
Elite
Transfer
Mini bus
15 Pax
$450
Yes
Yes
Yes
Budget Category:
To ensure financial transparency and efficient planning, the retreat budget should be broken
down into the following categories.
● Lodging: Accommodation costs, deposits, taxes
● Flights: Round-trip airfares, baggage fees and booking charges.
● Activities: Excursions, spa treatments, workshops, and entertainment.
● Transport: Ground transfers, local travel, and excursion related travel.
● Food: Group meals, snacks, dining experiences, and private chef services.
● Miscellaneous: Travel insurance gratuities, contingency funds, and emergency
expenses.
Budget Tips:
● Include a 10% contingency fund.
● Use shared spreadsheets for transparency.
● Collect deposits early to secure bookings.
Use budgeting tools or spreadsheets to track expenses and adjust as needed.
Category
Description
Estimated % of Budget
Lodging
Hotel, Villa, Airbnb, or resort
Accommodation
30%-40%
Flight
Round trip airfare for all
participants
25%-30%
Activities
Tour, Workshops, Wellness
and Experiences
10%-15%
Transport
Ground Travel, Airport
Transfers.
10%
Food
Group meal, snacks or private
chef.
10%-155
Final Confirmation Timeline:
90 Days before:
● Confirm destination and dates
● Reserve accommodations
● Begin flight research
● Collect passport copies and basic traveler information.
● Draft initial budget and collect participant deposits.
60 Days Before:
● Confirm deposit for local activities and vendor booking.
● Finalize ground transport providers and establish payment schedules.
● Verify visa requirements from all participants (PAX) and communicate accordingly.
● Send the first invoice to participants (if applicable) including payment deadline.
30 Days Before:
● Reconfirm all flight bookings, lodging arrangement, transportation and schedule
activities.
● Share detailed welcome packs with participants, including the final day to day
itinerary, parking list, emergency contact, meeting times, and locations.
● Confirm airport transfers schedules, and on-site meeting plans.
● Finalize flight check-ins and update seating arrangements as needed.
● Print essential documents: vendor confirmations, emergency contact, insurance
details, and travel checklist.
● Conduct final weather checks and adjust activities plans accordingly.
● Host a final team briefing to review roles and responsibilities for airport arrival,
check-in and guest welcome.
Operational Protocols For Retreat Execution:
This section outlines the critical systems and procedures that ensure a seamless, safe and
high impact retreat experience. It includes risk management, communication strategy,
participant onboarding, on-site coordination and post-trip reporting all designed to uphold
the highest standards of professionalism and care.
● A Communication Plan with message cadence and channels to keep participants
informed.
● A section on Participant Documents & Deliverables to streamline onboarding and
compliance.
● An On-site Day of Checklist for smooth arrival logistics and coordination.
● A Close Trip Close Out and Reporting section to wrap up finances and gather feed
Conclusion:
The SOP ensures Soft Life retreats are planned and executed with professionalism,
excellence, comfort. By following these steps, our team can confidently deliver
transformative travel experiences that reflect our mission and values. From initial planning
to post-trip reflection, this guild empowers us to deliver luxury, safety, and connection at
every stage.