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Workshop Planning Flow

Carolina Poll

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The Workshop Planning Flow template helps facilitators, coaches, trainers and consultants plan live sessions in seven clear stages, from first idea to final recap.

What is a workshop planning flow for facilitators?

A visual timeline split into before, event day and after, with a due window on every task.

What problem does a workshop planning flow solve for coaches?

  • Missed promotion deadlines

  • Rushed agenda and board prep

  • Forgotten follow-ups

How to use the workshop planning flow template

  1. Create: Set date, name and purpose.

  2. Invite: Build the signup page and emails.

  3. Promote: Share on social and newsletters.

  4. Design: Plan the agenda and board.

  5. Prepare: Run a tech check.

  6. Run: Facilitate the session.

  7. Follow up: Send the recap, log insights.

Workshop planning flow FAQs for trainers

Can consultants use it for client workshops?

Yes. Adjust timings to each client's schedule.

Carolina Poll

Designer & Workshop Facilitator

I’m a Strategic Product Designer and Workshop Facilitator with 17+ years of experience helping teams turn complexity into clarity. I create practical, user-friendly templates that support better collaboration, faster decision-making, and impactful product design. Let’s make teamwork smoother and more meaningful—one board at a time.

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Strategy & planningPresentation & slidesMeetings & workshopsNew

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