Next-Level Planning Experience Template

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Description

In this workshop, you can expect a structured and engaging approach to enhancing your planning experience. The process begins with a comprehensive "Planning Analysis" phase, where you'll gather insights and define key objectives. You'll then move into brainstorming sessions, idea sorting, and prioritization activities using tools like "Dot Voting" to ensure the best ideas rise to the top. Throughout the workshop, you'll document your progress, ensuring all important steps are captured. As the workshop wraps up, you'll have the opportunity to review outcomes and plan for the next steps, ensuring your planning process is not only streamlined but also impactful. This template is designed to guide you smoothly from initial analysis to actionable outcomes, empowering your team to make informed decisions with confidence.

Why use this workshop?

Being thoughtful about how your team plans is critical for ensuring alignment, maximizing resources, and achieving long-term goals. When a team engages in a structured planning exercise like this, they create a shared understanding of objectives, identify clear priorities, and foster a sense of ownership over the results. Working together in this way not only improves communication and collaboration but also uncovers fresh perspectives and innovative solutions that may not surface in less organized settings. The benefits of such an exercise extend beyond the workshop itself, as it equips the team with actionable insights and a solid roadmap, making future execution smoother and more effective. Thoughtful planning builds team unity and sets the stage for sustainable success.

Who is this for, and when should you use it?

This workshop is for any team that is looking to enhance their planning sessions. If your team does not meet their desired goals in a planning session, this workshop will help to troubleshoot your challenges and find resolutions.

How to use this workshop

1. Use the workshop in the activities presentation mode

2. Review the introduction materials prior to the start of the workshop for alignment within the team and a shared understanding of the practices that will be discussed

3. Work through the activities as instructed throughout the workshop

4. Document action items and outcomes

5. Revisit this workshop as described for continued results

Valerie Katulka

Product Consultant@En Dash Consulting

I am a Product consultant with a passion for teamwork, collaboration, and all of the ways to interact with your team in an effective way! My templates will enhance your teams collaboration and communication allowing for faster delivery, a more efficient workflow, and a more enjoyable workplace!