Workshop Planner and Session Design Template

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Workshop Planning

Before starting a workshop, make sure to set expectations and be aligned about the outcomes. Use the workshop planner as a guide to discuss the key areas for preparation:

Problem: What deeper (business) problem are we trying to solve?
Purpose: Why this workshop? How is it helping to solve the problem?
Outcomes: What tangible and intangible outcomes are expected?
Team: What expertise do we need, who needs to be there?
Input: What knowledge exists and needs to be provided?
Logistics: Where is the workshop happening and what do we need?

Session Design

Once you have the structure, you can dive into mapping out activities and individual steps for your workshop session. A workshop often has the following phases:

Before (preparation & input)
Opening
Divergent thinking (collecting ideas and input)
Convergent thinking (creating alignment)
Closing
After (sharing outcomes)

Frauke Seewald

UX Designer, User Researcher, Facilitato@Design for Outcome

As a UX Designer and User Researcher, I want to see more companies creating successful (digital) products and services that provide great customer value and experiences. I believe that teams who work with a CX mindset (or framework) and use a collaborative design approach will design higher quality products with an increased customer satisfaction.