• How To Plan a Workshop

    We do a lot of workshopping here at Adaptive Path. It’s a great way to get the client teams involved in the design process and invested in the results (since they helped create them). We are always trying to adapt our workshop process, with different activities and outcomes. But I have found that there is a basic structure that helps ensure that the workshop will run smoothly.

    1. Determine the goal of the workshop. There’s nothing worse than gathering a bunch of people together for 3 hours without knowing why they are there. Be clear on what you want to get out of your workshop time together. Workshops are great for generating lots of ideas in a short amount of time. They are bad for just talking at people. Focus in on what ideas you want to gather and the form you want them to take.

    2. Write up a Workshop One Sheet. I like to create a one-page document that outlines all the major components of the workshop. This includes the goal, a detailed schedule and materials list. I print it out for each member of the team. I refer to it throughout the workshop to make sure that I’m keeping everyone on track and on time. It also includes the top-line steps for each activity so I can remember what we are doing.

    3. Schedule it all out. I like to plan all the activities out, sometimes to the minute. I always start with a 10-minute introduction and stage setting. Activities generally go for 45 minute to 1-hour chunks, e.g., 2 sketching sessions with discussion in an hour. A rule of thumb is 10 minutes of sketching time means 20 minutes of discussion. If your workshop is longer than 2 hours, put in time for a break. It’s also good idea to have a short break between activities so folks can mentally transition. And always include 5-10 minutes of buffer time. If you don’t need it you can always end 5 minutes early.

    4. Don’t try to do too much. The larger the group of participants, the longer things take. Group discussions are great, but you need to keep them moving or they can drag on. You also need to remember that idea generation is tiring and people get worn out. Sometimes two shorter workshops is better than a big marathon session.

    5. Staff appropriately. Great workshops don’t just happen. You have to plan before and manage during. Select one person on your team to be the workshop lead (it doesn’t have to be the project lead). This person will do the introductions, explain the activities and moderate the discussions. Depending upon the size of your workshop, you will want 1-2 other folks there to help the workshop run smoothly. They will be floaters during the activities, answering questions, getting more materials, and helping to prep for the next activity.

    6. Know it’s going to change. While it’s great when workshops go according to plan, many good ones veer off course. Sometimes you have to adjust the activities on-the-fly depending upon how the group dynamics are or how long certain parts are taking. If you are getting good results, the conversations are enlightening and people are engaged, that’s more important than sticking to the plan.

    ETA — Here’s a Workshop One Sheet Example from a 3-hour proto-persona workshop I recently lead.

    There are 6 thoughts on this idea

    1. Niels

      Thanks for a good guide! Do you have an example of a succesful Workshop One Sheet that you can point to or share?

    2. Erik Posthuma

      Great step by step. The one page write up applies to many things. With all projects I try to simplify the framework to one page, it forces me to simplify and make it much easier to understand.

    3. Chris Bennett

      I’ve attended one of AP’s excellent workshops. So I appreciate you breaking this down.

    4. Chiara Ogan

      Niels – I’m adding an example one sheet to the post.

      You are right Sabine. I didn’t mean to imply that the facilitator should let the participants ramble. Part of what makes a good facilitator is knowing when a conversation is being productive and when it’s going off course. The Parking Lot is a great tool for capturing ideas to be discussed later.

    5. Sabine

      I very much agree to the steps that you pointed out, especially with the organisational and planning parts. This should be self-evident, but I find scheduling a workshop properly is often neglected and people are desperately trying to fill two hours with lots of activities.

      I think point 6 is very important and maybe the most tricky to handle, but I would like to add the opposite to this point. In some workshops I found clients wanting to discuss things that go in another direction than the workshop goals or side discussions happening that distract from the actual activity. I find a “parking lot” very useful – these side topics are put on a whiteboard so they are not “lost” but to be discussed later or in a different meeting.

    6. Peter Inyang

      Very usable tips. Love this article.

    Comments are closed.

  • Close
    Team Profile