SHAPEs and Retreats Last updated: July 2025

SHAPE and Retreat events are opportunities for Global Shapers to connect, learn, and collaborate. SHAPE events are regional gatherings, while Retreats can be national or sub-regional. Both events aim to strengthen the Global Shapers Community, foster leadership development, and promote impactful projects. This guide provides detailed information on hosting these events, including responsibilities, requirements, and support available.

General Overview

SHAPE events and Retreats, both integral to the Global Shapers Community, differ primarily in scope and focus.

  • SHAPE events are regional gatherings designed to support learning and capacity-building, with extensive planning, a two-and-a-half-day program, and substantial financial support from Global Shapers HQ.
  • In contrast, Retreats are more localized, typically national or sub-regional, focusing on exchanging expertise and strengthening bonds among nearby hubs. They are shorter in duration, require fewer resources, and rely on local fundraising without HQ funding.

Both formats aim to enhance collaboration and community engagement.

Hosting a SHAPE or a Retreat brings big responsibilities but also special rewards. It can be a transformative experience that builds credibility for your hub locally, connects you to stakeholders in the region, and strengthens team bonds. Hosting such an event is a way to live the Global Shapers Community's values of passion, integrity, service, cooperation, and commitment. Host hubs work closely with Global Shapers HQ to deliver a meaningful learning experience that supports the community's goals.

Your volunteer hours should be invested only in meaningful activities that enrich the lives of members, advance your collective impact and make you feel proud.

Benefits of Hosting a SHAPE or Retreat

Retreats offer numerous opportunities for Global Shapers:

  • Expertise Exchange: Share knowledge and skills with Global Shapers from nearby hubs, fostering a culture of learning and collaboration.
  • Best Practices: Discuss and implement best practices in hub development, leadership, and collective impact to enhance the effectiveness of each hub.
  • Positive Change: Drive meaningful change on a national or sub-regional scale by collaborating on projects that have a broader impact.
  • Member Engagement: Inspire and re-engage hub members, motivating them to contribute positively and actively to the community
  • New Member Integration: Help new members understand the mission and spirit of the community, ensuring they feel welcomed and informed.
  • Collaborative Impact: Join forces to scale impact, leveraging collective resources and ideas for greater outcomes.
  • Brand Strengthening: Strengthen the Global Shapers Community brand among key stakeholders, enhancing visibility and credibility.

Characteristics of a Successful Host Hub

A successful host hub should:

  • Charter and Values: Respect and uphold the Community Charter.
  • Mission Alignment: Understand and embody the mission of the Global Shapers Community and adhere to community guides.
  • Clear Objectives: Define roles, objectives, and desired outcomes before requesting to host.
  • Collaboration: Demonstrate strong collaboration skills with a minimum of 20 active hub members.
  • Local Projects: Implement impactful local projects that can inspire other hubs to replicate or scale similar initiatives.
  • Good Governance: Practice effective governance, ensuring that hub leadership and members operate according to a well-defined hub charter.
  • Commitment: Honour commitments and support all hub members in achieving their goals (While hosting a SHAPE or a Retreat, the Hubs are still expected to perform all other hub functions).
  • Excellence Role Model: Serve as a role model by maintaining a high standard of excellence within the team.

We will NOT select SHAPEs or approve Retreats that:

  • Lack Community Objectives: Are not designed with clear community objectives in mind.
  • Feature Excessive Panels/Speeches: Include three or more panel discussions or speeches; we prioritize interactive sessions.
  • Come from Non-Compliant Hubs: Are submitted by hubs that do not meet host criteria as outlined.
  • Prioritize External Guests: Focus more on external guests than community members; retreats should advance hub objectives, not promote outsiders.
  • Miss Onboarding Sessions: Do not allocate time for a 60-minute community onboarding session facilitated by a Community Champion or Community Manager.
  • Conflict with Official Events: Compete with regional SHAPE events or the Global Shapers Annual Summit, preventing members from prioritizing official events.
  • Lack Safety Protocols: Do not include a safety and security protocol or clear policies regarding liability for injuries and other damages.
  • Pursue Commercial Interests: Focus on commercial interests or self-promotion of members.
  • Serve as Hub Project Alternatives: Foresee the retreat as an alternative to a hub project.
  • Have Pending Governance Issues: Are submitted by hubs with pending governance cases.

SHAPEs Overview

SHAPE events are regional events created by Shapers for Shapers. Each year, hubs are invited to submit proposals to host a regional SHAPE. These events focus on learning, capacity-building, and creating meaningful local experiences.

Responsibilities of SHAPE Host Hubs

Host hubs are responsible to:

  • Collaborate with Global Shapers HQ to Design and Execute a 2.5-day SHAPE Event: Ensure 50% of the event focuses on Shapers-related activities and capacity-building.
  • Manage Participant Registration and Communication: Ensure 75% of participants are from the region. Limit alumni participation to no more than 15% and cap total registration at 200 people.
  • Create Meaningful Interactions and Experiences: Design talks, workshops, and local activities that align with SHAPE objectives and highlight the city's unique features.
  • Oversee Local Logistics: Coordinate accommodation, transportation, venues, security, catering, and other logistical needs. This is the most time-intensive aspect of organizing a SHAPE event.
  • Develop a Budget and Resource Plan: Collaborate with Global Shapers HQ to identify local sponsors, grant opportunities, and in-kind support for the event.
  • Report Event Outcomes: Share the results and outcomes of the SHAPE event with Global Shapers HQ.

Support for SHAPE Host Hubs

Host hubs receive the following support:

  • Financial Support: Receive a 20,000 CHF grant from Global Shapers HQ to support the delivery of the event.
  • Design and Facilitation Assistance: Get strong support with event design and facilitation from your Community Manager which includes the identification of potential speakers and guests. All SHAPEs include a 90-minute community orientation session for newcomers delivered by the Global Shapers HQ.
  • Training Opportunities: Participate in a virtual design training workshop that includes all host hubs.
  • Communication Support: Benefit from mass-communications to community members, including newsletter posts.
  • Branding and Design Review: Receive support for reviewing and creating branding, logos, and other design materials for the event.
  • TopLink Outreach and Registration Assistance: Get help with TopLink outreach, registration, and participant engagement to maximize event participation.

Evaluation Criteria for SHAPEs

The application for 2026-2027 SHAPEs will open in September 2025 and will be announced in the Newsletter.

  • Alignment to Mission: SHAPE events should strengthen the community's capacity.
  • Hub Collaboration: Hub members should work well together with clearly established roles.
  • Proven Experience: Hubs should have a track record of high-quality projects and activities.
  • Innovation and Creativity: SHAPEs should prioritize engaging activities that members will enjoy.
  • Event Location Flexibility: SHAPE events can be held outside of a hub's city. Consider learning journeys to national parks, historical landmarks, museums, or environmental wonders to make learning experiential. Be creative!
  • Inclusion and Accessibility: Hosts should ensure all members feel they can attend and belong.
  • Lasting Impact: SHAPEs should build skills, inspire action, and promote the community widely.
  • Partnering with Other Hubs: Host hubs are encouraged to partner with other regional hubs. Clearly state in the application which hub will lead coordination and be the recipient of grant funds.
  • Reapplying After Hosting: Hubs that have already hosted a SHAPE event are allowed to apply again.
  • Application Evaluators: Applications will be evaluated by Community Managers, Community Champions, Advisory Council Members, and select World Economic Forum staff.
  • Notification of Successful Applicants: SHAPE event selections are announced at the start of every year.
  • Receiving Funds: Host hubs must be registered as legal entities (a registered company or nonprofit organization) or have a designated fiscal sponsor that can receive funds on their behalf.

NEXT: Comprehensive Step-by-Step Event Organization Guide

Retreats Overview

Retreats are national or sub-regional events organized for Shapers by Shapers (smaller scale compared to SHAPEs). Hosting a national or sub-regional retreat is a valuable opportunity to develop event design and facilitation skills. It serves as a significant step in building the hubs' portfolio and enhancing their credibility for future SHAPE event applications.

Steps to Host a Retreat

  • Answer Guiding Questions: Ensure the goal is collective, the hub is ready, values are upheld, roles and objectives are clear, and nearby hubs are consulted.
  • Submit Proposal: Submit a proposal to your Community Champion at least 3 months prior to the proposed start date.
  • Get Approval: Once approved by your Community Champion, the proposal is shared with your Community Manager for final approval.

Responsibilities of a Retreat Host Hub

As a host hub, you are expected to:

  • Event Design and Execution: Collaborate with your Community Champion to design and execute a 1 to 2.5-day event, ensuring at least 70% of the program focuses on Shaper-related activities and capacity-building.
  • Collaboration with Neighboring Hubs: Build the foundation for a strong support network within the sub-region.
  • Participant Management: Lead participant registration and communication, ensuring all participants are from the sub-region. No more than 10% of participants can be alumni, and alumni should have active roles in the program (e.g., workshop leaders, speakers).
  • Program Design: Create meaningful interactions and local experiences that align with retreat objectives, such as impact expeditions, skills workshops, exchange series, or project showcases.
  • Value and Conduct Adherence: Uphold the community's values and code of conduct, setting a positive tone and atmosphere for the event and encouraging others to do the same.
  • Logistics Management: Oversee all logistical aspects, including coordinating hotels, securing venues, arranging transportation, ensuring security, and managing catering. This is the most time-intensive aspect of hosting a retreat.
  • Budget and Resource Planning: Develop a comprehensive budget and resource plan, seeking grant opportunities and/or in-kind support such as meeting venues and accommodations.*
  • Outcome Sharing: Share the results and outcomes of your retreat with your Champion and Global Shapers HQ within 30 days after the retreat ends to celebrate your achievements.

*Hubs must fundraise for donations or in-kind support as no HQ funding is available.

Support for Retreat Host Hubs

Host hubs receive the following support:

  • On-Site Participation: Your regional Community Champion and/or Community Manager will participate on-site to provide guidance and support.
  • Orientation Session: Delivery and facilitation of a 90-minute community orientation session for newcomers to help integrate them into the community.
  • Design Support: Assistance from Global Shapers HQ and your Champion to ensure the event's content is of high quality and aligned with community standards.
  • Speaker Verification: Verification and approval of potential speakers and guests by HQ to ensure they meet community standards.
  • Promotion Assistance: Support in promoting your retreat among members in your region to maximize participation and engagement.
  • Design Review: Review of all design materials for the event to ensure they comply with the community's design guidelines and maintain a consistent brand identity.

Hub Data Protection and Privacy Guidelines

The Global Shapers Community hubs may collect a range of personal and sensitive information for hub operation purposes. Often, information is collected from hub members, our community and partners. Personal information collected may include an individual’s name, age, contact information, as well as special category (sensitive) data such as ethnicity, gender, sexual orientation, to name a few. It is important that all personal and sensitive data are protected across its lifecycle, from its collection, to use, to disposal.

Every hub member plays a vital role in the management of their hub data. Curatorship should ensure the hub adheres to the following Data Protection and Privacy principles.

Purpose Limitation

When collecting data, whether it is from hub members or the wider community, always be clear and specific about the purposes of such collection and processing. Whenever possible, document and share data collection and usage purposes, so that everyone understands their rights. This can be done by adding a privacy notice as part of your public facing communication. Never use information collected for purposes other than initially stated.

Example 1 - Event Photography: You are hosting a speaker event with members of the public. You want to take photos to later share on your hub’s social media channels. It is important to ensure you have mechanisms in place to manage the public’s consent to have event photos distributed on your social media.

Example 2 - Hosting a regional SHAPE: Your hub is hosting this year’s regional SHAPE, and to operationalize it, you need to collect certain participant data from fellow Shapers. Ensure you add a privacy notice about the purpose of the collection, as well as how you will collect, use and protect participant information. See also section on Security.

Data Minimisation

Collect only personal information that your hub needs for its operations (e.g., name, whether they are over age limit, contact details). Pay particular attention when collecting sensitive information, such as gender, religious beliefs, political beliefs, and evaluate if it is necessary for your hub operation to collect such information in the first place.

Where it is deemed necessary to collect such information, always anonymize and aggregate the data collected, by summarising information at a hub or community level.

Example 1 - Diversity Surveys: Your hub is evaluating gaps in its membership diversity to help steer this year’s recruitment. To do so, you need to collect a certain level of sensitive data, such as sexual orientation, socio-economical levels. But to minimize data collected, rather than asking everyone for their exact birthday, you are giving choices of age ranges (e.g. 18 - 22, 23 - 25 etc). When running this diversity survey, give members the option to opt out of answering a question, and aggregate the data collected rather than use individual data points. Note that aggregate data still carries inherent privacy risks.

Annually, the new curatorship should review the data the hub holds, and dispose of any records that are not / no longer necessary for the hub’s operation (e.g. personal information of Shapers who are no longer with the hub).

Accuracy and Integrity

Annually, the new curatorship should also review the accuracy of personal information on file. All hub members should have rights to ask to rectify and erase their personal information, and object to certain data processings. Hubs can identify a point person (e.g. Vice Curator) and a channel (e.g. hub email) to respond to such requests, and keep records of such requests.

Example 1 - Social Media Post: Your hub is running a new series of social media posts to introduce your new recruits! However, one new Shaper noticed that their name was spelt wrong on the post, and on reflection, shared that actually they don’t want to be part of such a public campaign. As a hub, you should have a process to accommodate Shapers’ requests to rectify information about them or delete them entirely.

It is also important to manage access to and activity on data files to maintain data integrity and data security. To control access to data files, introduce limitations on who can view, comment and edit certain hub files.

Example 1 - Hub Recruitment: It’s officially recruitment season, and it’s all hands on deck! Before giving all members equal access to the applicants’ responses, consider that not all hub members should have full access rights. Members should only have the minimum access needed to perform their specific recruitment task. For example, for Shapers grading or interviewing, they only need “View Only” access, rather than “View and Edit” access.

Example 2 - Hosting a Regional SHAPE: To ensure all participants can access the closing ceremony location, you need to securely collect their Identify documentation information. Before sending out a Form to collect such information, reflect on which hub members actually need access to participant information, and remove everyone else’s access. If collecting participant information. Only grant access to the absolute minimum necessary number of hub members, and delete the responses as soon as the required processing is completed.

Secure Storage

Perform back-ups of hub data regularly, to ensure that data can be restored and data can be transferred to the next curatorship fully. Set an internal hub policy on standard data retention for certain sensitive data.

Example 1 - Impact Report: Your Hub’s Impact Officer has just finished writing this year’s Impact Report. Now the impact data is aggregated, it’s a good time to evaluate whether you can delete information collected, such as attendee information of a speaker series you ran. Ensure access to data sharing sites are defined at least-privilege levels, minimising access, this includes platforms such as Google Drive, DropBox, Slack etc. Always grant permissions to documents or folders at an individual level, rather than grant access to anyone with a link.

Example 2 - Hosting a Regional Retreat: Your hub is hosting a small regional retreat, with different hub members owning different aspects, fundraising, participant experience, event logistics, programming. But not all members need equal access to everything. The Programming Lead does not need access to participants’ personal information. The participant Lead does not need access to Sponsors’ contact information. Ensure your hub grants permission / access to required documentations at an individual level, on an as needed basis, rather than open access to the Hub’s drive.

Security

Taking all of the above helps to elevate your hub’s data privacy, but there are several ways you can go further in data security:

Example 1 - Shaper’s Status Changes: Two Shapers in your hub are changing their status; one is transferring to another Hub and another is becoming an Alumni. In both cases, as with all cases of Shapers’ status change, Curatorship should review their access rights, such as removing access to hub drives, shared sites, and shared messaging platforms after a designated period of transition.

Example 2 - Secure File Transfer: You are hosting a regional SHAPE and you have to communicate participant data to a third party. Use secure messaging and secure file transfer mechanisms when communicating sensitive data, such as password protecting files. Never share sensitive information of fellow Shapers in open group chats or via email attachment. If unsure of your particular method of data transfer is secure, check with HQ.

Example 3 - Curatorship Handover: Congratulations, you have just become the new curatorship! The outgoing curator hands you a list of the Hub’s account passwords (social media, website, email address), and you notice they are all the same ‘Password12345’. Your first steps should be to introduce new complex and different passwords across different hub accounts, and if possible, add an additional layer of protection by enabling Multi-Factor Authentication. Passwords should be shared only on a need-to function basis, and never communicated across in plaintext in an email or a text message. Every new curatorship should change the Password.

Example 4 - Post Global Shapers Annual Summit: After another successful Shaper gathering, the group chat is blowing up with messages of goodbyes and links to stay in touch. One Shaper suggests everyone collate their social media and contact information in one collaboration Excel (e.g., Google Sheet). These types of documents are almost always open-access, and can give non-Shapers a one-stop-shop access to Shapers’ contact information. In cases like this, advise the group chat against such practices, rather stay in touch via connecting on platforms directly.

Example 5 - Administration of Group Chats: You are visiting another city, and asks if there is a Visiting Shapers Group Chat for that city. A Shaper shares an open join link with you, and what’s more, another Shaper shares an entire Google Sheet with join links to over 100 Visiting Shapers’ chats. Open links to such chats make it more difficult to keep these chats to Shapers only, and make it easier for non-Shapers to slip through. If you are an admin of a Global Shapers group chat, consider adding authentication layers such as turning off open join links and turning on the need to approve new joiners.

Comprehensive Step-by-Step Event Organization Guide

When designing community activities, Global Shapers HQ uses the following model to frame our thinking. The RecodeCube will be explored throughout this guide.

Quick Links: PURPOSE, PLAYERS, STRUCTURE, PROCESS, FACILITATION and SHARING.

Defining up front the impact you hope to achieve is the first step to designing a meaningful SHAPE or Retreat event, both for your hub and participating hubs. Clarify the objectives and outcomes you hope to achieve.

  • Objectives refer to the ultimate results of a SHAPE or Retreat. They are aspirations, and may only be achieved months after the event. They are usually described as verbs.
  • Outcomes refer to the tangible outputs agreed to prior to a SHAPE or Retreat. They are used as a checklist once an event is over to determine success. They are usually described as nouns.

1. Define Your Objectives

While each hub is free to define their own event’s theme and objectives, all SHAPEs and Retreats should align with our community’s mission. They should:

  • Build Understanding of the Community: Help members understand why the Global Shapers Community was created and what we stand for. They also serve to onboard new members and help them understand how hubs connect local actions to a global purpose. This is achieved with the orientation session run by a Champion or Community Manager.
  • Develop Leadership Skills and Values: Provide young leaders opportunities to expand their networks and ideas, and test new leadership models and skills.
  • Strengthen the Capacity of Hubs: Help build high-performing teams that meet the needs of their local communities through collaborative action.
  • Create Meaningful Impact: Scale the best ideas, solutions, methodologies and project for young people to inspire impact and transform leadership.
  • Enhance Hub and Community Brand Visibility: Bolster recruitment efforts among local stakeholders and cultivate new hub partnerships. Hosts should strategically identify and engage local stakeholders and potential partners, leveraging the SHAPEs or Retreats as a platform to highlight the hub's and community's contributions and value propositions.

2. Define Your Desired Outcomes

Tangible outcomes may include:

  • Shapers understand the community’s values.
  • Shapers cultivate greater self-awareness and inclusion.
  • Shapers learn the fundamentals of team dynamics.
  • Shapers build new relationships for future collaboration.
  • Shapers make individual commitments for impact.
  • Hubs contribute to the community’s six Impact Areas.
  • Hubs identify 1 Cross-Hub Collaboration in the Region.
  • Hubs utilize the hub project planning template.
  • Hubs implement at least one project this year.
  • Hubs reach a minimum of 25 members this year.
  • Hubs get more visibility in their local community/on a national level.
  • Hubs get their members re-engaged in their local activities.

Outcomes should be measurable through a debrief on the last day of event for a delivery team and through a post-event survey. Learn more about measuring, monitoring and reporting on your event’s outcomes below.

Curators alone cannot deliver a SHAPE or Retreat. Neither can a small group of Shapers. SHAPEs and Retreats require commitment, collaboration and distributed leadership among the hub.

REQUIREMENTS OF WELL-FUNCTIONING TEAMS:

Looking at past events, well-functioning hubs displayed the following attributes:

  • Common Vision: All members understand the objectives and have a collective purpose.
  • Mutual Trust: Trust is developed and maintained to accomplish all tasks as a team.
  • Shared Responsibility: All members are willing to work on the event's design and delivery.
  • Ground Rules: Roles goals and expectations are agreed upon by all hub members.
  • Inclusive Communication: Hub culture promotes free expression of ideas and feelings.
  • Mutual Respect: Shapers live up to our Responsible Behaviour guidelines and create space for honest feedback.
  • Collective Decision-Making: Hub members reach consensus when divides emerge.
  • Fun: Hub members maintain a sense of humour when they encounter complexity.

VALUE-BUILDING TEAM BEHAVIOURS:

  • Listen Actively: We give 100% of our attention and give space for others to contribute.
  • Ask Open Questions: We ask open questions to understand. Why? What? How?
  • Summarize: We summarize our understanding of what we heard before we respond.
  • Support: We encourage creative ideas and solutions. We let everyone contribute.
  • Challenge: We challenge ideas, not people. As a team, we set goals and targets.
  • Clarify: We ensure that we all have a clear picture and understand where we are going.
  • Review and Give Feedback: We take the time to review and discuss our performance.

DESTRUCTIVE TEAM BEHAVIOURS:

  • Victimisation: We blame others for our differences. We focus on problems not solutions.
  • Accusation: We look for confrontation; our tone of voice implies the fault is someone else.
  • Withdrawal: We don’t speak because someone upset me. We speak only when spoken to.
  • Criticism: We criticize behind others' backs. We focus on weaknesses not strengths.
  • Cynicism: We use sarcasm and are detached observers rather than active participants.
  • Egoism: Some needs are more important than others; we focus on individual goals (careers, development, rewards, recognition) rather than what's best for the hub.
  • Defensiveness: We perceive others attempts at feedback as unjustified criticism rather than as constructive input. We feel attacked; in response, we counter-attack.

3. Organize Your Team and Establish Roles

Diverse ideas and experiences lead to powerful insights and new solutions. Collaboration is key. Consider establishing the following roles and making sure members work in teams to share responsibilities, ensure smooth delivery and prevent exhaustion:

  • Event Lead: Responsible for the overall organisation of the event bringing out the best in each hub member. They maintain team coordination, energy and focus.
  • Programme Lead: Responsible for facilitating the co-design process with the hub to develop strategic learning content and activities throughout the event.
  • Logistics Lead: Responsible for securing sustainable venues, catering, accommodation and transportation for the SHAPE. This requires strong attention to detail.
  • Participants Lead: Responsible for coordination and interaction with participants. For example, providing regular updates to Shapers and leading registration.
  • Communications Lead: Responsible for developing a website, media materials and social media activities, as well as promoting the SHAPE Event on TopLink to all regional hubs.
  • Finance Lead: Responsible for grant management, including budget preparation and reporting. If additional funds are needed, design fundraising strategies.

4. Schedule Regular Meetings and Check-ins

Your team should organize regular meetings – ideally weekly or at least twice a month to exchange updates and align on deliverables. Members should attend 90% of meetings and report back to the hub regularly. These meetings should be separate from hub meetings.

During your first meeting, discuss how you want to show up as a team and for one another. Explore the above requirements of a well-functioning team, including value-building behaviours and destructive behaviours. Set collective commitments as a hub for how you will treat one another when things are going well (and when things are not going well).

5. Collaborate with other Global Shapers

All SHAPE and Retreat hosts should:

  • Contact your Community Champion for support collaborating with other hubs and to uphold our Charter.
  • Reach out to previous SHAPE hosts to exchange best practices and receive guidance.
  • Schedule a meeting with all Curators in your region and identify concrete means of support: I.e. encouraging registrations, facilitating sessions, identifying speakers and more.

6. Work Closely with Global Shapers HQ

Your Community Manager is available to support you every step of the way. Specifically, they can offer specialized support and mentorship including:

  • Specialized knowledge of design processes and leading collaborative work in your hub.
  • Mentorship through regular design calls and drafting your SHAPE design document.
  • Advice on logistics related to booking venues, hotels, room set-up and materials.
  • Advice from World Economic Forum experts in security, fundraising, media and more.
  • Mass-communications to members including event invitations and newsletter content.
  • Review of branding, logos and design materials based on the official Communications and Branding guidelines.
  • Support with TopLink registration, outreach and engagement to participants and speakers.
  • Involvement of our sister communities (Young Global Leaders and Schwab Foundation Social Entrepreneurs) and other constituents and experts of the World Economic Forum.

Structure involves the critical logistical elements of planning a sustainable and inclusive event.

7. Book a Meeting Venue(s)

When exploring a venue, be sure to understand its strengths and weaknesses. Ideal venues:

  • Allow plenary sessions to bring all participants together and breakouts for smaller groups.
  • Enable Shapers to see something unique and memorable in your city.
  • Are accessible to Shapers of all abilities (for example, are wheelchair friendly, facilitate easy mobility between session rooms and have visible signage).
  • Are in close proximity to hotels, public transit and other key locations (like airports) to ease participant travel and reduce transportation costs and C02 emissions.
  • Have sustainability practices in place (for example waste diversion or energy and water conservation) and work with environmentally conscious suppliers and caterers
  • Have a safety and security protocol in place.

8. Ensure the Right Furniture and Materials

When selecting a venue, think about how the space can help achieve your event objectives and desired outcomes. For example:

  • What kind of furniture will help get participants to connect, collaborate and take action?
  • What kind of seating do you need: high stools, moveable chairs or no seating at all?
  • Do you need tables? Furniture types will inform your design. We recommend no tables.
  • What tools are available for your use? Are there whiteboards and flipcharts?
  • Is there a low-consumption screen or projector to share Shapers Videos?
  • What kind of ambience is there? Does it have natural light to keep Shapers awake?
  • Is there a sound system to set the vibe through music and build momentum for plenaries?
  • Does noise from the outside risk affecting the session? Is the environment too hot or cold?
  • Will the environment over heat or be too cold?
  • Can you set the temperature or avoid air-conditioning to reduce electricity usage?

9. Communicate Accommodation Options

What is the optimal SHAPE or Retreat accommodation? Reserve a group booking for participants at a local hotel and/or residence (staying at a university or hosting Shapers at your homes are easy ways to reduce costs). Accommodation should be in walking distance of the SHAPE venue. If you go the hotel route, ask hotels if they have sustainability and security measures in place such as:

  • Energy, waste and water reduction measures.
  • Environmentally responsible purchasing decisions (for example green bath amenities, room keys, cleaning products, suppliers, catering services, etc).
  • 24-hour on-site security services and/or personnel.
  • Clear emergency plans developed and communicated.

10. Plan Ahead for Food and Meals

What is the best catering option? Catering is a nice-to-have not a need-to-have. If your budget is limited, walk participants to a nearby restaurant, canteen or food hall and let participants buy their own meals. If you do select a caterer, ask for well-balanced and sustainable options. Potluck dinners with host Hub members bringing their favorite local meals to a local green space or a common area in one of local shapers residence always proved to be the most valuable bonding experiences. Should you have difficulty with bringing all participants to one place for mealtime, having separate small group dinners at shaper homes or small diners also work. Remember, fancy or expensive options are rarely the most memorable comparing to more intimate and authentic experiences.

Propose seasonal, local and certified products. Consider vegetarian or vegan options to reduce C02 emissions. Request no packaging or single-use plastics (use water fountains with glasses and proper dishes instead of plastic bottles or disposable plates). Monitor the quantity of food ordered to reduce waste and work with a non-profit organization to redistribute unused food.

11. Put in Place a Sustainability Strategy

Your hub should following the following recommendations:

  • Ensure meal options provide healthy food, integrating low-impact ingredients and offer vegetarian choices (support food systems that are compatible with the planet's limits).
  • Optimize energy consumption and foster sustainable resource use (aim for a zero-waste event, refuse single-use plastics and collective surprise goods to reuse at other events).
  • Prioritize circularity in sourcing decisions and sustainability education (tell participants clearly how they can support you to achieve your event's sustainability objectives).
  • Minimize the CO2 emissions and the impact on biodiversity of your event (limit the use of transportation, prioritize hybrid or electric travel or ensure venues are in walking distance).
  • For CO2 emissions you cannot eliminate, consider offsetting SHAPE emissions (including participant travel) through a local project in your city and continue to iterate/improve. For example at SHAPE APAC in 2018, Bangkok Hub planted 22 trees per participant to offset the 84 tonnes of CO2 produced by the event to achieve a net zero carbon footprint.
  • Strengthen engagement with local communities and stakeholders in your city on sustainability (including vendors like hotels, caterers, transport providers and more).
  • Ensure SHAPE activities are inclusive of all populations and that they are managed in a way that provides dignity for all. SHAPE events should benefit people and planet.

Ask your Community Manager for a meeting with our partners at The Climate Reality Project for support to create your sustainability strategy.

12. Secure Transportation Partners, if Needed

Consider how participants will travel to your event.

  • Arrival: Travelling by train generates up to 10 times fewer carbon emissions than airplane.
  • If possible, encourage participants to take the train or alternatively an eco-friendly airline.
  • Look for a carrier that uses sustainable aviation biofuel — like United, Qantas, and KLM.
  • Onsite, select venues and hotels that are within walking distance. Or use public transit.
  • For emissions that cannot be reduced, consider compensating for the SHAPE's associated CO2 emissions including travel (this free website can help track your event's emissions).

13. Put in Place a Health and Safety Plan

Consider the safety of hotels, venues, transportation routes and surrounding areas and how this may change depending on time of day. Remember that medical emergencies can happen, so as hosts have a plan in place to facilitate medical care and make sure all members on delivery team know the exact protocol to follow. Have ready contact details for medical services, hotel security and local police and make sure to include it in all participants materials. Communicate safety precautions to Shapers before arrival. For example, appropriate dress, speech, behaviour or norms in your city/country.

Clearly communicate your health and safety protocol to Global Shapers HQ for approval. Update these measures regularly to adapt to any changes and based on ongoing consultations with authorities and experts, and share them in advance with all participants.

14. Prioritize Accessibility

It is our expectation that all SHAPE events are accessible to Global Shapers with disabilities. Taking care to create an accessible event benefits not only individuals with visible or known disabilities, but also helps to ensure that all participants, including individuals with non-obvious disabilities and/or chronic health conditions, are able to fully engage in all SHAPE activities.

  • Include in your communications plan an invitation for participants to contact you about personal accessibility needs (i.e. assistive listening device, captioning, reserved front row seat, large printed materials, advance copy of slides to be projected, wheelchair access, scent-free room, lactation room, gender neutral bathroom, dietary restrictions and other).
  • Follow-up on all requests received. If it appears that you are unable to meet a specific need, let the Global Shaper who make the request know and plan ahead accordingly.
  • Check event venues in advance for visibility (for those with impaired sight): Does it have clear signage, well-lit meeting spaces and projection screens visible from all seats?
  • Consider acoustics (for those with hearing impairment): Does the venue have roving microphones, can unnecessary background noise be limited, is there onsite interpretation?
  • Prioritize mobility (for those in a wheelchair or who have other mobility limitations: Is there accessible parking near the venue, proximity to public transportation, ramp and/or elevator access, accessible bathrooms, barrier-free pathways, wide doorways, etc?
  • At the event, ensure speakers deliver their presentations with accessibility in mind (i.e. sub materials in advance so they can be forwarded to individuals who may not be able to view screens, verbally describe visual materials, have printed copies available in large font, ensure speakers always use a microphone, activate captions in any videos used, etc.)
  • Encourage hourly breaks to ensure members have time to rest and reenergize. Facilitate small breakouts to ensure meaningful participation of introverted Global Shapers.
  • Designate a hub member to be responsible for accessibility at the event, as well as help with seating, ensuring captioning, maintaining clear pathways or other needs.
  • Clearly indicate allergens and gluten-free, vegan, vegetarian or other options.

15. Promote Your Event Widely

Ensure appropriate branding in your event space. For example, when a photo is taken by a participant what logo is visible? We want your hub logo to be visible, not a company or hotel logo. Appropriate branding must be applied to any material (printed and audio-visual) used or produced during the event. Ask Global Shapers HQ for high resolution logos for printed and promotional materials. All branded materials must be approved by HQ. Use of the World Economic Forum's or Global Shapers Community logo is strictly prohibited for retreats or Hub activities.

18. Establish a Clear Funding and Fundraising Plan

Funding is an important structural element of any event. Set a budget and share it with HQ. Make it as sustainable, responsible and inclusive as possible.

The Forum provides grants to support the development of SHAPEs. Grant funds may only be used for charitable or educational purposes. The Forum will disburse grants in one instalment to be deposited into hub bank accounts. Hubs shall provide receipts and documents detailing the use of funds within 30 days of the conclusion of SHAPE.

Retreats do not get funding from the Global Shapers HQ or World Economic Forum.

If your event requires additional funding, your hub is responsible to find local sponsors. Inform HQ before you contact sponsors or finalize any agreements. Coordinate with the Forum's Business Engagement Team to identify regional constituents who may be able to support you.

  • Register Your Hub as a Non-profit Organization So You Can Receive Grant Funds or Sponsorship: To do this, you will need to have governance and financial controls in place and hub members who are willing to commit time to hub administration.
  • Clarify the Issue That Your Event Will Explore: Depending on issue area, consider how your event will inspire change. Make a connection to how your event reinforces the mission of the community and meets the needs of a target audience or donor.
  • Timeline and Budget Planning: Draft a detailed budget to estimate costs and demonstrate to funders your expectations and commitment to transparency. Develop a plan for allocating resources, including contingency plans for unexpected expenses.
  • Search for Grants: Conduct research on corporate and foundation websites to find a potential fit for your funding needs. In some countries, websites are available that provide a search directory for grants. For example, Foundation Centre and Grant Space host databases that allow you to look for available grants by purpose, issue area, amount and timeline. This webinar explains how to begin a grant search.
  • Storytelling is Crucial: In order to search for, inspire and maintain the interest of donors, build a narrative around your event to make it relevant and relatable. By encouraging donors to become part of your story, you can create a sense of ownership. Read more about the power of storytelling for a social cause.
  • Draft a Strong Proposal: Create a template and adapt it based on a particular funder’s preferences. Watch this tutorial on how to write a proposal and start by looking at grant proposal examples. Ask HQ for an email template to send to sponsors.

Important aspects to keep in mind:

  • Your hub cannot pursue commercial interests or at any time try to obtain funding from community partners. Supporters should know that association with your hub does not imply endorsement by the Global Shapers Community or the World Economic Forum.
  • When referencing your event in grant proposals, marketing materials or media, practice the following standard. For example you can say that your retreat is an event of your Hub and your Hub is part of the Global Shapers Community, while the Global Shapers Community is an initiative of the World Economic Forum. You cannot say that the event is an event of the Forum.
  • Use the following language about the community: Founded by the World Economic Forum, the Global Shapers Community is a network of 10,000 young people under the age of 30 driving dialogue, action and change in 500 city-based hubs in over 150 countries.

17. Ensure You Are Covered by Reliable Insurance

Most venues and hotels will be covered by commercial liability insurance to cover against risks at in-house events. Check with your venue and hotel to see what is covered. In addition, seek legal advice about third-party liability insurance. This differs by country. You may need supplementary insurance to cover claims for compensation from participants for property damage or personal injury (for example, injuries during transport, illness related to catering or accidents due to inadequate safety precautions). Ask an expert to ensure you are protected.

To avoid any unfortunate situations for your Hub members, we strongly recommend you establish a clear policy with regards to liability for injuries and other damages liability. Make sure all participants acknowledged they read and understood/signed a notice on their own responsibility for any injuries and damages and do not expect the Hub to cover related expenses etc.

Process refers to your event's programme and the series of activities that will help achieve your objectives.Remember, you are designing for young people who are diverse in expertise, education, income and race – but are united by their desire to catalyze positive change. Your program should reflect this.

  • PARTICIPANTS: Remember, 75% of participants must be from your region and no more than 15% can be Alumni. You may wish to develop a waitlist for additional participants.
  • EVENT DURATION: Most SHAPE events begin on Friday evening with a welcome reception and end mid-day on Sunday with a closing plenary. Optional activities are sometimes organized before or after the official programme. For Retreats, you can also plan for a shorter program with a welcome dinner and one full day event.

18. Include Core Sessions in Your Programme

Each event must include the following sessions:

  • Orientation Session Led by Global Shapers HQ: This session explores the mission of the community – why we were created and what we stand for. This is a 60-minute session.
  • Project Marketplace or Workshop: At each SHAPE or Retreat event, at least one session must showcase and strengthen the latest impact initiatives and projects of hubs in the region.
  • Leadership Sessions: One or more sessions must focus on strengthening youth leadership and our values of passion, integrity, service, cooperation and commitment.
  • Opening/Closing Plenaries: Plenaries bring Shapers together around a common purpose and shared actions. Plenaries serve to connect the dots and help Shapers reflect on their experience.

19. Learn From Successful Sessions From the Past

You can be daring and design your own sessions (ensure this process is collaborative) and there are also best practices and ideas that you can replicate.

  • Learning Journeys: Push participants outside their comfort zones and explore what makes your city unique. Discover innovative responses to local challenges, organizations disrupting the status quo or places of historical or cultural significance.
  • Shaper Stories: Listen to the voices of Shapers. Select 3 Shapers from your region who have powerful stories to tell about inspiring impact or leadership in 5-10 minute talks.
  • Shaper-led Interviews: Instead of a panel or a keynote speaker, try interviews where leaders share their insights. Create up-close and personal experiences with speakers.
  • Knowledge xChange: Create groups of 8-10 Shapers for in-depth conversations on the issues that matter. Whether exploring regional or hub challenges, this intimate setting is designed to inspire participants with new insights and ideas and spark new connections.
  • #Shape-a-thon: Consider a hackathon where Shapers work in small groups with local non-profits to identify solutions to their challenges. Create a call for applications. This is a way for hubs to build awareness and credibility with local stakeholders.
  • Power of Vulnerability: Create space for Shapers to share their personal leadership challenges. By introducing the notion of vulnerability, you can radically alter how Shapers interact and relate to one another. Real emotions are what people remember!
  • Mindfulness Exercises: The world is changing fast and performing at full potential is hard. Create opportunities for participants to focus on their health and wellbeing.
  • Immersive Lunch or Dinner Sessions: Introduce Shapers to your city through local cuisine. Have hub members host Shapers at their home or favourite local restaurant for a shared meal. The more personal your activities are, the more memorable it will be.

20. Avoid Keynote Speeches or Panel Discussions

These sessions enable external guests to share insights at the expense of Shapers. At worst, they are un-engaging and self-promotional. If you do decide to include panels or speeches, keep presentations to a maximum of 10 minutes. Don’t include slides and select Shapers as moderators to draw out insights from the audience.

21. Track and Share Your Progress

Create a design document that outlines each session including start and end times, titles, short descriptions, team responsible, speakers and set-up requirements. Here is an example. Update this document after every meeting and share it with the hub (feel free to ask your Community Manager for a template). This document is for internal use only. Create a simplified agenda or programme-at-a-glance for Shapers.

22. Ensure That All Sessions in the Programme Fit Together

Walk through your programme and put yourself in the shoes of participants. Ask yourself:

  • When is check-in? How will they get to the venue?
  • Do they need to pre-select sessions that run in parallel? What will they need to know to go from one session to the next?
  • Is there enough time for transitions and bio breaks?
  • Is there individual work or big/small group work?
  • Will they work with their hands, hearts or heads?
  • Who will guide them throughout the day?
  • How will they get back to the hotel?

Going to this level of detail is needed when planning logistics and designing your programme. Share your design document with your Community Manager who can help you identify the small details that matter.

23. Use TopLink to Plan Your Event

  • Centralize event registration and useful information in a Meeting Overview and Interest Survey shared in the TopLink page of your event (For SHAPEs only)
  • See the list of Shapers and search by country or insight area to find Shapers near you.
  • See the list of hubs and search by country.
  • Access the list of Social Innovators and YGLs and search by country.
  • Explore projects by hub, region and impact area. Send direct messages to project leads..

24. Create a Robust Communication Plan

  • Ask HQ to send a save-the-date and official invitations to all regional members.
  • Consider the creation of a SHAPE or Retreat event WhatsApp and add your Community Manager.
  • Share a Meeting Overview, Useful Information Guide and Programme with participants.
  • Promote your event on social media and consider a participant-led campaign.
  • Send a welcome message to participants including how to get to the hotel, when and where registration will take place and what participants should bring with them.
  • Send nightly messages with programme highlights and key information participants need to know for the next day (like what time the bus will leave in the morning or sessions start).
  • Send a thank you message to Shapers as soon as you can. Include a post-event survey and ask participants to give honest feedback.
HQ reserves the right, at its sole discretion, to cancel a SHAPE or Retreat if hosts do not comply with the terms of agreement or do not have the capacity to organize the event. We will send five days written notice to your hub.

Facilitation refers to the delivery of event, including how your hub organizes itself to bring the program to life. Your hub must embody the behaviors you want to see in participants. The way each member of the team focuses, collaborates, listens, responds, engages and speaks will be copied by participants.

25. Ensure That Team Members Are in Sync

24 hours before your event takes place, walk through the programme session by session with all hub members. Ensure every team member knows their responsibilities and visit the venue as a team to bring the event to life. Once the event begins, organize regular circle-ups with team members to revisit the agenda, coordinate set-up, support one another to complete tasks and share highlights for the day. Invite your Community Champion and Community Manager to attend circle-ups.

26. Assign Clear Facilitation Roles

As you start planning your event and not later than 1 month prior to its start, assign the following roles:

  • Process Facilitator (event lead): Responsible for coordinating the work of the hub, scheduling circle-ups and maintaining team energy and focus.
  • Logistics Lead: Responsible for time-keeping to ensure all activities and sessions run on-time, including the arrival of transportation and catering.
  • Registration Lead: Responsible for coordinating registration, including distributing badges and welcome packs, and collecting registration fees if applicable.
  • Environment Lead: Responsible for room setup and the overall look and feel of the event, coordinating the team to design and refresh spaces as needed.
  • Production Lead: Responsible for creating and sharing knowledge objects and session assignments when needed and capturing participants' ideas to share after.
  • Speakers Manager: Responsible for ensuring speakers arrive on time and reminding them of the audience and specific features of the session.
  • Session Lead(s): Responsible for ensuring sessions run smoothly, responding to any requests from participants or challenges that may arrise.
  • Music: Responsible for selecting and playing music that fits the theme of the event as well as the tone or insights emerging from the work of participants.
  • Photography: Responsible for capturing clear, high-resolution digital photographs of participants and work outputs to safe after (often someone external).

27. Maintain a Standard of Excellence for Your Team and Ensure a Positive Hub Experience

Members of the host hub are the secret to hosting a successful event. As a hub aim for the following traits:

  • Commitment to Learning and Teaching: There are many moving parts to an event. Take time to help team members understand their role upfront and share what you know with others.
  • Initiative and Self-Starting: Hub members must recognize and take advantage of the opportunities to learn, try new things and step up to new roles. See what needs to be done – and just do it!
  • Context and Understanding: Team members need to understand the event's objectives to see the big picture and see how their role fits into the work of others and the overall success of the event.
  • Flexibility and Service-Orientation: Be comfortable with change. Things won't always go according to plan and this is ok. Stay focused on achieving your objectives and meeting the needs of participants.
  • Commitment to Fun: The ability to maintain one's sense of humour in spite of long-hours, short deadlines and high-pressure situations is essential.

28. Prioritize Shapers When Selecting Speakers, Moderators or Facilitators for Sessions

Our community members are remarkable. Ask your Community Manager for a list of remarkable speakers in your region. Keep external guests to a minimum. If you do plan to invite external speakers, request approval from your Community Manager. Ensure guests know their audience: young leaders who expect high-impact, interactive and personal remarks. Make sure they are open to Q/A formats. Shapers often value the questions they get to ask at the end of the session more the remarks themselves – this is the content that relates directly to their interests.

29. Schedule Briefings for Speakers

Schedule a speakers briefing call prior to the event to introduce the session and your objectives. During the event, asks speakers, moderators and facilitators to arrive to the session 30-minutes prior to meet one another and rehearse. You may wish to show them the time signal you will use to let them know when the session should be wrapping up.

30. Promote Sustainability and Accessibility Strategies

When starting the event, include your hub's hard work in your opening remarks especially when it comes to the safety, sustainability and accessibility strategies you have put in place. Your Community Manager can help you to write compelling and compassionate opening remarks that set the tone for your SHAPE event and kick things off on the right foot.

Once your event finishes, be sure to communicate the results with the entire Global Shapers Community. Documenting what went well and the challenges you faced, helps us to improve SHAPEs and Retreats from year to year and provide the right support to future hosts.

31. Send a feedback survey to participants

Send participants a feedback survey to assess what went well and what could be improved. You may want to ask some of the following questions:

  • Did you make meaningful connections?
  • Did you learn something new about the community?
  • Did you learn new leadership skills or values?
  • Did you accelerate or strengthen a hub project?
  • What was your favourite session or highlight?
  • What is one thing that would you have changed?
  • Were you satisfied with the hotel, food and venues?

32. Debrief the Experience as a Team

After the event, organize a comprehensive debrief as a hub and with your Community Champion and Community Manager. This is an important moment to thank team members and recognize the work that was put into the event. Ask hub members:

  • Were the objectives we set as a team met?
  • Was the event insightful, memorable and inspiring?
  • What new ideas, projects or initiatives emerged?
  • Did the hub work well together as a team?
  • What could the team have done better?

33. Share Highlights with HQ

Host hubs must provide HQ a highlights report within 60 days of the conclusion. Draft a summary of the event, including number of participants and program highlights, and send it to your Community Manager with all the official photos and videos.

By sharing this information with us, we can help to promote your hard work in the Global Shapers Community's monthly Newsletter, website and on our social media. We can also help you to promote your efforts with local media or by writing for the Agenda (the Forum's blog).

34. Submit all Receipts and Financial Documents (For SHAPEs Only)

Hubs must provide receipts and documents detailing the use of all funds provided by the Forum and/or The Climate Reality Project within 30 days of the conclusion of SHAPE.

35. Leave a Legacy Locally

Hosting a SHAPE or a Retreat is a unique opportunity to build your brand and demonstrate your hub's impact to city stakeholders.

  • Invite your mayor, city officials, potential partners, business leaders or donors to see first-hand the power of young people to affect positive change. Share event highlights with local stakeholders or consider a project that you can continue post-event to give back to your community or contributors to your event. Ensure the SHAPE has a positive legacy in your hub and that all members feel like they have something new to look forward to.
  • Complete a local project with participants.
We believe in a world where young people are central to solution-building, policy-making and lasting change. Our community is a saleable solution for organizing and mobilizing the full potential of young people. Thank you for building this movement with us by dedicating your time and energy to hosting a memorable retreat.
CREATED BY
Global Shapers Community