6 Quick And Simple Tips for Organising A Successful Workshop With Your Team

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Workshops are becoming a more and more popular forum for brainstorming, planning and learning, whether it’s a new business idea, project or program.

When done well, they are super productive and a great way to get people engaged, maybe in a way they haven’t before. They also can be very fun, however its important to organise them well to save you getting caught out at the last minute. Here’s our 6 simple tips on organising a successful workshop.

1.     Define and communicate the goals

Ahead of the workshop, make sure the project lead and facilitator set out clearly the goals for the workshop. This should be shared ahead of time, and on the day of the workshop, it’s a good idea to write up the goal clearly so others can see. An idea to kickstart participation is to encourage participants to add and feedback their comments on it.

2.     Decide and know the attendees

If your workshop is to discuss or brainstorm a more complex problem, you may want to keep your workshop limited to smaller numbers, i.e. 6-8 participants. If it’s a more general, widespread topic, or an interactive workshop, you would want to consider more participants e.g. 8-15. However, it’s important to limit the number so you can keep control of the agenda and timekeeping.

3.     Prepare and share the agenda

At least 48 hours before the workshop you should share the agenda to all attendees, and if you want, ask for comments/feedback, giving you enough time to make any last-minute edits. This allowing for early feedback on the agenda demonstrates that you are willing for participation and sets the tone for the workshop. A clear agenda and participation is key!

4.     Pick a perfect location

The location for your workshop is very important. Ideally, depending on the nature and topic, they are best held off site, as this physically removes you and the team from distractions. If you are choosing an off-site location make sure you visit the space ahead of time to check for size, AV equipment, catering etc and that it will cater to all your needs.

5.     Plan your tools and props

This is an incredibly important step for preparing a successful workshop, having enough tools and props to allow for successful engagement and participation! Make sure you have plenty of Sharpies, markers, sticky notes, whiteboards, paper etc. Or check out the pre-made workshop kits from Myndflo.com which takes the hassle out of planning tools and props!

6.     Vary engagement methods to encourage participation

Finally, as already mentioned, you want to set the tone for participation. Remind participants before and during the workshop that you want their opinions, feedback and ideas. A good way to get input from everyone is to vary the engagement methods. I.e., ask for feedback open-forum where you invite the room to make suggestions, or set time limits i.e. 5 mins and ask everyone to write down independently their thoughts and ideas before sharing with all.


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[…] 10, 2020 February 10, 2020 / Leave a Comment / By Bradley Pallister / myndflo Take 10 post-it notes, write the word “Invoice” on them and stick them throughout your office.  You can have a […]

Very helpful tips, sometimes working in team is not eaasy and it helps to know the goal and the steps and tools necessary to reach it.

Thanks Danielle.
We’re going to be going over this very topic on our next webinar: How to Perfect the Art of Idea Generation, and Turning them into Value.

Great piece for business entrepreneurs who want to breed a team of success with like-minded individuals. I’m sure many problem solution skills could be discussed and addressed in a workshop as well as marking the key points of the trade.

Good tips but I am here the firs thing that I will discuss with my team is how to prioritise the ideas in my business? As part of us defining our goals. I think if we focus every decision on that question as a center we will be okay,

Thank you so much for the tips. I am really happy to come across such site that gives free information to the people. Keep up the good work.
The idea generation of the site really keeps me excited for the next post.

Workshops are among the things that can increase innovation. As such, ensuring that they are effective and successful should be a priority.

Thanks for touching on how to carry out a successful workshop. They can be vital when it comes to new product development.

Many a product design have been as a result of workshops. Many thanks for these awesome tips.

Only too true Patricia.

Preparing and sharing the agenda is vital. It can help the attendees do a bit of research especially if the workshop aims to come up with a problem solution.

Yes, I agree. An active facilitator is needed for these workshops, else (such is the inherent nature of ideas and creativity) the session will grow all sorts of arms, legs, toes and other appendages that really will start loosing focus on the organisation’s strategic innovation objectives.

Many physical product development cycles actually include a lot of workshops. Your article is therefore very helpful for any company out there.

If done well, workshops will always be a hotbed of idea generation. Varying engagement methods during the workshop is particularly a very good tip.

I consider a workshop that is able to create ideas as a successful workshop. Proper planning is mostly what determines the failure or success of a workshop.

Of course, creating ideas is only a small of the story. The next bit is to prioritise them according to the organisation’s strategic objectives. And then the next and final bit, which is often also the hardest part, is to execute on those ideas.

New product ideas are accelerated by workshops and group meetings. To me, a perfect location is very important when organizing a workshop.

I appreciate the highly educational piece. Could you in future talk about how workshops can help foster idea commercialisation?

Thanks for the request! We will pencil something in, certainly. Watch out for our future webinar series.

Workshops are part and parcel of effective innovation in Cornwall. Your article is therefore very timely indeed.

New product development in the UK has workshops to thank for its surge. These six tips should be at the fingertips of every manager.

If only one could understand what is innovation, then idea generation will be the target of everyone. So I advice we all create ideas from nothing we had to something meaningful. Thanks for this good post.

It’s a good point Oyeyipo – there are way way too many definitions of “innovation”. It’s become a buzzword of any industry.

Would love your thoughts, please comment.x