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
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
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!
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
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?
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.
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
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