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Tips on how to Design a Profitable Workshop: Step 1 of 5 | by Jackie Colburn | Aug, 2023


When you’re a workshop chief or assembly facilitator, sooner or later you’ve in all probability noticed the not-so-fun energies of resistance and aversion amongst your individuals.

It’s an unlucky actuality that principally possible occurs as a result of folks have been burned previously by inefficient, unproductive, and boring classes that really feel like a waste of time.

The reality is, the workshop expertise is going to be a waste of time if it isn’t grounded in a well-thought-out design. Construction and objective are key to unlocking group potential, inspiring innovation, and driving outcomes.

In actual time, this seems to be like a gaggle of individuals which are arrange for achievement and present up:

  • Prepared and prepared to collaborate
  • Aligned or working towards alignment in session
  • Primed to discover new prospects
  • Respectful of each other and of the time being spent

On this five-part collection, I’ll break down the arc of a successful workshop from starting to finish, with steering round how the session may stream and pattern actions you may copy/paste into your individual plans.

By the point we end, you must have an excellent understanding of the construction and strategies that may assist a optimistic expertise for all and assist your teams attain their desired outcomes.

So, the place does a successful workshop design start?

Half 1 of this collection and at present’s focus is all about grounding and expectation setting.

The inspiration of any good workshop is the prep work (whether or not the session is an hour lengthy or every week lengthy). At all times make it your first order of enterprise to get the group oriented across the work forward.

Some issues to attempt earlier than the workshop to floor folks and set expectations:

  • Outline who’s taking part and what, particularly, every individual will contribute to the session (bear in mind, the candy spot for collaborative design is often 5–7 individuals).
  • If there are individuals who wish to contribute however aren’t in a position to be part of the complete session, collect info from them prematurely by an interview or survey, then share it with the group. You can too invite folks — like key stakeholders — to weigh in throughout a devoted, structured “Ask The Consultants” session.
  • When you’ve recognized your core group, ship an electronic mail to individuals prematurely to assist level-set, share the aim of the workshop, and inform them what to anticipate throughout the session. I like to incorporate a high-level agenda however don’t embody each element that I must run the session.
  • It’s additionally useful to incorporate issues like: distant vs digital etiquette; expectations round official breaks within the agenda, or expertise (like should you’ll be utilizing a digital assembly room like Zoom, or a digital instrument like Mural, and what they should find out about it); and necessities round availability and clearing calendars (to discourage multitasking). Final, let individuals know what provides they’ll want with the intention to forestall a scramble once you’re prepared to start out an train.

The simplest approach to align on the above is by utilizing this worksheet. I take advantage of it to plan for my very own workshops and description the who, what, when, the place, and why.

Getting organized round these parts helps remove surprises and takes a number of the uncertainty out of the combination (in my expertise, people typically don’t like surprises, particularly at work). When folks arrive at a session with an thought of what’s anticipated of them, they’re extra apt to point out up with optimistic attitudes.

One other a part of Step 1 is planning a couple of actions throughout the workshop to verify the group is on the identical web page.

Some actions you may wish to attempt embody:

  • Playback info that has been agreed upon previous to the workshop, like what the group desires to perform collectively. This can be a good approach to orient everybody round shared which means earlier than diving into the work.
  • When you’re ranging from scratch and want to maneuver the group into alignment, I like to recommend beginning with this Enjoying Subject train to outline success by way of good, higher and finest. These milestones can confer with interim objectives that occur en path to a much bigger purpose, or completely different variations of success that vary from most sensible to most formidable. I break down the way to run this train on the hyperlink.
  • Possibly you wish to assist the group perceive what’s working for and in opposition to them. This Belongings and Liabilities exercise is a wonderful approach to seize inputs from everybody to get a greater understanding of the present local weather.

Any one in every of these actions can take somewhat or lots of time, so think about a couple of issues to assist assign timeframes to your agenda, like:

  • How a lot info you have got going into the workshop. Is it only a fast assessment of previously-reviewed supplies to verify alignment? In that case, it’s possible you’ll solely want an hour.
  • Are you coming in with nearly no intel and must do lots of work collectively within the room? In that case, finances extra time. I spend as a lot time because it takes to do that work as a result of it’s a very powerful step (in my view). Typically it takes an hour, typically it takes a half day: no matter it takes, don’t rush it!

Doing this stage of prep work can typically really feel cumbersome, however it’s really the inspiration for a productive session and one of the simplest ways to make sure you are setting your group up for achievement.

From there, you may dive into the following piece of workshop design: actions for understanding the shopper and their wants which I’ll cowl in Half 2 of this collection (coming in September).

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