Workshop planning

Begin by deciding what you want to achieve during and after your workshop. Then, pick a workshop theme that best aligns with your goals. For example, a sales team could design a workshop where each participant shares techniques for cross-selling customers new products. 

Use the template to map out your goals and set expectations for workshop participants. Decide what the online or in-person workshop will be like for participants to exchange ideas, take notes, and collaborate on interactive activities. Define the guiding principles to ensure your workshop is as productive as possible.

To make sure your workshop runs smoothly, use the template to create an agenda. Set a schedule and outline the steps for conducting each activity. Depending on the type of workshop you’re running, decide which icebreakers and activities you want your team to complete during the workshop to encourage collaboration and engagement. 

Share the template with participants and add any materials your team needs to review before the workshop. Encourage your team to post comments and questions ahead of your workshop, so they’ll have all the necessary information when it’s time to collaborate.

As you lead your workshop, jot down notes and track open questions on the template. Then organize your notes into issues once your workshop’s completed. You can use the @ function to tag workshop participants and assign follow-up tasks to them.