Workshops that Work
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This deck hopes to help workshop facilitators up their game. It argues that presentations are less effective than workshops as a means of teaching adults and gives some ideas of how to convert presentations into workshops
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Workshops that Work
- 1. WORKSHOPS THAT WORK RUNNING WORKSHOPS TO DRIVE CUSTOMER ENGAGEMENT AND STICKY KNOWLEDGE
- 2. what is a workshop?
- 3. ironically, we are not doing a workshop today!
- 7. they are guided and designed
- 8. workshops work well for corporates
- 9. workshops work well for start-ups
- 10. workshops work across cultures: Malaysia
- 11. workshops work across cultures: Japan
- 12. workshops work across cultures: India
- 13. workshops work for university students (Thailand)
- 14. workshops even work for families!!!
- 15. they work for year-end 1-on-1 performance evaluation meetings
- 16. or building personal development plans
- 17. why a workshop?
- 18. workshops are fun – no sleeping or email!
- 21. you may know the material, but they know the context
- 22. helps people who learn differently
- 25. more long-term consensus - lots of opportunity to disagree and commit
- 26. less stress / work for you!
- 27. outputs tangible deliverables that are totally tailored for the customer
- 28. when?
- 29. from strategy to tactical plan
- 30. from strategy to tactical plan stakeholder analysis
- 31. from strategy to tactical plan stakeholder analysis project post-mortems
- 32. from strategy to tactical plan stakeholder analysis project post-mortems requirements analysis and prioritization
- 33. from strategy to tactical plan stakeholder analysis project post-mortems requirements analysis and prioritization planning (think migrations)
- 34. from strategy to tactical plan stakeholder analysis project post-mortems requirements analysis and prioritization planning (think migrations) innovation brainstorming
- 35. from strategy to tactical plan stakeholder analysis project post-mortems requirements analysis and prioritization planning (think migrations) innovation brainstorming general training
- 36. from strategy to tactical plan stakeholder analysis project post-mortems requirements analysis and prioritization planning (think migrations) innovation brainstorming general training business modeling
- 37. how?
- 38. be clear on the objectives
- 39. get the right people in the room
- 40. 4 < participants < 80
- 42. bring the right tools
- 43. be clear on the rules
- 44. warm up the room (but keep the tempo rockin’)
- 45. idea -> activity -> debrief -> personalize
- 46. activities move from induction to deduction
- 47. activities move from induction to deduction
- 48. activities move from induction to deduction
- 51. close-out well
- 52. a quick example 2 ways to present Talent Planning
- 53. Check out this Slideshare: http://www.slideshare.net/IngeborgWerther/personal- development-plan-mentoring-12173083
- 54. What if we re-envisioned it like this?
- 56. what next?
- 57. read more
- 58. observe
- 59. practice
- 60. share
- 61. WORKSHOPS THAT WORK PART 2 BEING AN EFFECTIVE FACILITATOR
- 62. Eric Tachibana Previously at UBS, Bank of America, Merrill Lynch, and eXtropia (Singtel, M1, Maxis, Telstra) eric@intevol.com YOUR FACILITATOR TODAY
- 63. DISCUSSION ONE It’s not too late to chuck the agenda! What is it that you want to get out of today?
- 64. GROUND RULES • WORK VERSUS WORKSHOP • VEGAS RULES • DIVERSITY & INCLUSION • WHAT & HOW BEHAVIOURS • PARTICIPATION PRIZE!!!!!! • STAY FOCUSED ON OUTCOMES!
- 65. PART ONE What effective facilitators do before the workshop starts
- 66. ACTIVITY Individually, brainstorm as many best practices as you can that apply to the “before” period. One best practice per post-it note. (7 min)
- 67. ACTIVITY Individually, brainstorm as many best practices that you can think of that apply to the “before” period. One best practice per post-it note. There are 4 areas to post your ideas. Post and then we’ll discuss as a group. (13 min) • Logistics • Material • Participants • Misc ideas
- 68. PART TWO What effective facilitators do during the workshop
- 69. ACTIVITY Each of you has a sheet of flip chart paper. I’d like you to “draw” the journey of the facilitator as a story (sci-fi, fantasy, comic book, whatever). (20 min + 20 min discuss) Who are the other characters, what are the highs and lows of the journey? What must the main character overcome? What traps does he/she need to avoid? What weapons or tools does he/she use?
- 70. PART THREE What effective facilitators do after the workshop
- 71. ACTIVITY Let’s break into 3 groups. Each group will focus on detailing best practices around one of the following topics (20 min): 1. Call to Action (getting participants to commit to real change) 2. Collateral (what we capture and how we present it back to the customer) 3. Surveys (how should we design & use surveys) Groups present. (15 min, 5 each)
- 73. ACTIVITY Write yourself an action plan – what do you need to do before your next session?!? Pair up with one other participant and share your plans. Both of you sign against each plan. Agree when you’ll set a joint checkpoint to ensure that you are on track to deliver your plan.
- 74. thank you and let’s continue the dialog…
- 75. SHARE THIS DECK & FOLLOW ME(please-oh-please-oh-please-oh-please) stay up to date with my future slideshare posts http://www.slideshare.net/selenasol/presentations https://twitter.com/eric_tachibana http://www.linkedin.com/pub/eric-tachibana/0/33/b53
- 76. CLICK HERE FOR MORE!!!!
Editor's Notes
- who is paying and why bring key stakeholders in to talk about their expectations and show seriousness know what you want to deliver talk with participants about 1, 2 and 3 let the participants have a shot to sculpt the agenda - empower
- The right people
- Post-its Flip chart paper Colored pens Tape Push pins LCD adapter Lots of candy or other swag to give away as prizes and keep participants energized!!!!!
- Engagement rules (red cards) Work versus workshop Vegas Rules Be aware of diversity Be outcomes focused – this is not about having fun Logistics Toilet Emergency exits Agenda What we have planned What did we miss?
- intro game - beware of time. not everyone has 60 seconds to say name, job, and x. 2 truths and a lie is a good game. Chained intros are good….
- Traditional: Simple Q&A & panels Use round robins when you can THINK BIG TRICKS Move them out of the comfort zone Draw what is and what will be Setup a debate Create challenges Get out of the building
- Make them force rank (use wisdom of crowds) Make them merge and develop mental models Make them present SWOT - TOWS
- Stay engaged the whole time. Listen like mad See who settles into which roles and force change-ups Shift transcriber & Break up teams Ask the challenging questions you don't need to be an expert, but you need to shakeup the experts as an outsider. Look for gaps, unconsidered areas, obvious themes, chances to connect dots, core logic, tangibleness, biases and blinders Compare across groups Give lots of kudos, but be honest. Give lots of immediate feedback Encourage fun competition Also tell them when they are off base. Put people on the spot in a nice way, but don't let anyone off the hook Keep them away from sidetracks Leave enough time....games take longer than you expect
- summarise after each game and after every break
- Debrief Contracts and follow-up You provide written summary with photos - don't make them clean up and capture. Make sure delivered on goals from beginning Do a survey – Iterate based on the survey (potentially, let them know what you received and what you’ll do)
- Make your bio relevant to the audience and fun!
- Solicit ideas from the team. Record their ideas on flip chart paper and tape the paper to the wall for the rest of the 4 days. At the end of the workshop, we should have covered most, which might mean a bit of workshop rewrite mid-stream.
- You are welcome to add in your own ground rules. These are just the ones I care about Though certainly not encouraged to do so, they may take urgent calls and emails, but not while they are in the room. If they absolutely must allow work to interrupt, they need to go out. In order to have maximum creativity, we need an atmosphere where anything can be said, so Vegas rules apply. Everyone has different learning and communication styles and we need to be aware of them this week. It is everyone's responsibility to ensure that everyone is contributing effectively. Everyone needs to help everyone else break out of their comfort zone. I’ll refer to the ideas here: http://www.slideshare.net/selenasol/rules-for-effective-meetings I usually put a bunch of green cards on the tables. I tell the participants that throughout the day, if someone says or does something that you think is exceptional, you give them a green card. The participant with the most green cards at the end of each day should win some prize (like a marketing t-shirt). You’ll need to work with marketing to get prizes…they don’t need to be extravagant. Reminder: During breaks and lunch, remind people of this game as it is easy to forget to recognize your peers even when it is simple to do!!!!! Remind them to stay focus on outputs. This will be fun, but the goal is not about having fun
- Make sure that the following best practices comes out! Ensure that everyone knows what the workshop will cover and who should attend Prep your delivery team Ensure that logistics providers are on the ball Prep workshop materials and venue (post-its, flip chart paper, tape, pushpins, colored markers) Get SWAG and snacks Ensure pre-workshop activities are completed
- Here are some key ideas that you need to make sure come out! Connect with a few before it all starts – find your go-to buddies (make you an insider) Be the hostess with the mostess (greeting) Define the grand vision Be the thread that binds all sessions together into a whole Walk through the agenda Set the ground rules Introduce the team Icebreaker to get people shifted into workshop mode and get people familiar Keep time Lightly remind participants of ground rules Watch the mood and shepherd the energy Be a rib poker – be great at asking the right questions in the right way Ensure Diversity of interaction Get real-time feedback and help presenters adjust their material based on what you learn Keep groups on track – stay focus on the learning principle Summarize after each activity – pull it back to the learning principles Get participants to reflect before moving to next activity Say Thanks Summarize each day Previews for the next day
- Here are some key ideas that you need to make sure come out! Call to action activity Ensure that we delivered what we said we would deliver Capture action items Capture all collateral (in the activity, talk about what makes good collateral) Thanks Survey (in the activity, talk about what makes a great survey) Survey again 6 months later