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Aerial view of the Windrose on Hudson campus above the Hudson River
Free for meeting and event planners

The Event Planning Toolkit

Seven tools that take you from first idea to final feedback, built by the team at Windrose on Hudson. Use them online or download them for your committee.

  • A meeting style quiz matched to real rooms and packages
  • A timeline checklist that counts down to your event date
  • An Excel planner that totals your budget for you
Instant access

Get the toolkit

Unlock all seven tools right away. We'll also email you the link so you can come back to it. No spam.

62acres
of Hudson Valley campus
248guest rooms
in Croton Hall and the Village
52,000+sq ft
of flexible meeting space
~40miles
from New York City
What's inside

Seven tools, one plan.

Each step builds on the last. Work through them in order, or jump straight to the one you need today.

1

Meeting Style Quiz

Seven questions match your goals and headcount to one of five meeting styles, with Windrose rooms that fit your group and the right package.

Interactive
2

Must-Ask Questions

Forty questions to settle before you sign, with the Windrose answers already filled in.

Interactive · PDF
3

Master Planner Worksheet

Contacts, tasks with owners and due dates, and a budget that calculates overages and balances for you.

Excel
4

Event Planning Checklist

A timeline from six months out to the thank-you notes. Add your date and it counts down for you.

Interactive · PDF
5

Team Building Ideas

Nine signature activities you can book at Windrose, plus more than 70 ideas for any season.

Interactive · PDF
6

Post-Event Survey

A ready-to-send attendee survey. Copy it into Google Forms or Microsoft Forms in one click.

Interactive · PDF
7

Planner Resources

Capacity charts, a virtual tour, current meeting offers and the team who'll plan with you.

Links
Must-Ask Questions PDF cover
Must-Ask QuestionsPDF · 3 pages
Excel workbook
Event Master Planner
Master PlannerExcel · 3 tabs
Event Planning Checklist PDF cover
Planning ChecklistPDF · 6 pages
Team Building Ideas PDF cover
Team Building IdeasPDF · 5 pages
Post-Event Survey PDF cover
Post-Event SurveyPDF · 2 pages
Start with the quiz

What kind of meeting are you planning?

Answer seven questions and see the meeting style that fits your goals, the spaces that seat your group, and activities to try.

  • The Learning SummitFocused, structured learning
  • The Leadership RetreatA small table, big decisions
  • The Innovation LabPods, whiteboards, room to move
  • The Full-Scale ConferenceBig sessions, one campus
  • The Team Connection GetawayTime together is the agenda
Take the quiz
A meeting set up in pods in the Greenhouse
View across the lawn toward the Hudson Valley A team cooking together Colleagues around a fire pit
About Windrose on Hudson

Where leaders have met since 1956.

Windrose on Hudson is a 62-acre resort, learning center and event venue in Ossining, about 40 miles north of New York City. The land began as Windrose Farms more than 90 years ago. In 1956 it became home to the country's first corporate university, the former GE Crotonville leadership institute.

Today it pairs that history with more than 52,000 square feet of flexible meeting space, 248 guest rooms, 10 miles of walking and biking trails, and a dedicated conference manager for every group.

1 Shady Lane Farm Road
Hudson Valley
Ossining — New York

Plan your next meeting with the right tools.

Get the toolkit Or call our sales team 866-902-6716