This document provides guidance on designing effective workshops and meetings. It addresses key considerations for understanding participants, including their objectives, backgrounds, and comfort levels. It also covers determining learning objectives, agenda, content delivery methods, and follow-up actions. The goal is to use an ENGAGE model to energize, navigate, generate meaning, apply content, gauge learning, and extend the experience to keep participants engaged throughout and ensure the learning sticks after the session.

1. PEOPLE
Designing a Workshop Running a Meeting
• Who are the people attending your learning
session?
• Who are the people coming to the meeting?
• Why are they there?
• What do they hope to gain by attending this
meeting?
• What are they hoping for? • What do you know about them?
• What are their objectives for attending?
• Are the right decision makers invited to the
meeting?
• What’s going on in their world right now that
might impact their learning?
• What is going on in their world that might
impact how they show up?
• What is their comfort level with the way you are
teaching (virtual, face-to-face, or blended)?
• What is their willingness to learn this new
content?
• How will you ready yourself for this learning
experience?
• What else do you know about them that might
be important as you seek to unleash their
brilliance?
CONTENT
Designing a Workshop Running a Meeting
• What amount of time do you have to teach your
content?
• What is your objective for the meeting?
• What are the main principles you want people
to learn?
• What agenda do you want to follow?
• What is the model you want to share, or what
are your three to five key learnings?
• What do you want people to do first?
• What do you want them to be able to do when
they walk out the door?
• What handouts will you be giving them?
• When the people walk out the door, what are
you hoping they will achieve?
Creating Learning Experiences that
Connect, Inspire, and ENGAGE
Dr. Vicki Halsey
The Ken Blanchard Companies
vicki.halsey@kenblanchard.com
BRILLIANCE by DESIGN
© 2012 The Ken Blanchard Companies. All rights reserved. Do not duplicate • 17594A

2. DESIGN
ENGAGE Model to Design the Learner Experience
From your content, with an understanding of learners, you will: (choose some from each)
eEnergize
learners
Before Session:
Focus and excite
…… E-mail invitation
…… Letter
…… Pre-assessment
…… Impact map
…… Book, article, study guide
…… Podcast
Room: …… Protein snacks …… Posters/Visuals …… Music
To Start Session:
Thank and involve
immediately
…… Greet individually
…… Opening question
…… Interactive activity
…… Key outcomes/Goals for the day
NNavigate
content
Teach:
…… Lecture, demonstrate
…… Experience, then label
…… Video/DVD
…… Stories
…… Handouts
…… Visual
…… Auditory
…… Kinesthetic
Review:
…… Card sort
…… Case studies
…… Mind map
…… Role-play
…… Game
…… Mini-peer teach
…… Journaling
…… Song
…… Team activity
GGenerate
meaning
Move to long-
term memory
…… Ask: What is the value of using this new content/mode?
…… Flip chart: What would the benefits of using this content be
to you/others/your organization?
…… What does this new learning mean for you?
…… How will this learning help you?
…… What did you learn?
…… What does it mean?
AApply to real
world
Demonstrate
skills
…… Skills to apply
…… Learning lab
…… Cross training
…… Team analysis
…… Action Learning
…… Highly paid experts
…… Real-world practice
…… Design own model
GGauge and
celebrate
Look how much
you learned!
…… Crossword puzzle
…… Group mind map
…… Jeopardy or other
quiz show
…… Quiz (multiple choice, fill in,
true/false)
…… Create a presentation to
teach others
…… End with story: Create an
emotional commitment
…… Five visible signs
…… Create an acronym
…… Stump the panel
EExtend
learning
to action
Act on intentions
Recognize & reward:
…… E-mail tips
…… Podcast
…… e-Newsletter
…… Lunch and learn
…… Create a support network
…… Send out follow-up
summary
…… Gather and share success
stories
…… Contest/award for who
used it most
…… 1:1 coaching to support
learning
…… Business impact/dollarize
contest
___________________________________
© 2012 The Ken Blanchard Companies. All rights reserved. Do not duplicate • 17594A