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Brad Nunnally - @bnunnally
Russ Unger - @russu
| Perficient XD
| GE Capital
The Workshop
Workshop
Today’s Agenda
• Introduction
• Why Workshops?
• Types of Workshops
• Planning & Preparation
• Activities
• Workshop Environments
• Practicing
• People & Personalities
• Handling Questions
• Role of the Facilitator
• Post-Workshop
• Additional Resources
WhyWorkshops?
Workshops Are Everywhere.
-Russ Unger
“We are all event planners now.”
Sound Familiar?
Let’s whiteboard
this out...
I’ll schedule a
quick brainstorm...
We’ll plan a
working session...
Can we sketch
out some ideas
together?
Lead & Collaborate
TypesofWorkshops
Kickoff Workshops
Exploratory
Decision-Making
Team-Based Activities
Teams can be as small or as large as necessary
Planning&Preparation
Agendas Define Workshop Structure
Every Workshop Deserves an Agenda
"I've often found, though, that
deserving and happening don't
always necessarily go together."
-Tasslehoff Burrfoot
Creating Your Roadmap
Agenda 101
• High level Activities
• Topics To Be Covered
• Time Table
• Break Times
• Communicate Purpose
• Introduce Yourself
• Define Outcomes
• Additional Background
• Additional Roles
Example
Example
Sharing the Agenda
Be Prepared
Orchestration is Key
• What, When, Where, Etc.
Prepare the workshop-specific details
• Follow-Up
Collecting & distributing outcomes
• Structure & Timing
Planning the Activity / Activities
• Organize the Attendees
Getting the right people, place, time
-Russ Unger
“We are all event planners
now.”
- Russ Unger
- Scott Berkun
How to Prepare
• UX-Type methods; rapid prototyping
• Rough outline & slides; practice
• Iterate at challenge areas
• Repeat until no changes needed
- Christina Wodtke
• Get your content out quickly
• Fix the things that are vague
• Remove needless content
• Tighten up; get the story right
• Get ideas out without a filter
• Assess; add where necessary
• Cut without mercy
• Repeat. Repeat. Repeat.
Elements of a Workshop
• People
• Timeline
• Agenda
• Environment
• Materials
• Supplies
• Presentation (if needed)
• Goals
• Outcomes
• Samples
So What?
How does this all relate to the larger picture?
• What do we accomplish?
• What do we gain/save?
• Why did we spend this time together?
- Dr. Arthur P. Doederlein
ThisIsHowWeDoIt
Project Overview
Activities Overview
Your Agenda
Your Turn!
WorkshopEnvironment
MVW
Minimum Viable Workshop
WORDS
WORDSwords
WORDS
WORDSwords
WORDS
WORDSwords
WORDS
WORDSwords
WORDS
WORDSwords WORDSWORDSwords WORDS
WORDSwords
WORDS
WORDSwords
WORDS
WORDSwords
WORDS
WORDSwordsWORDS
WORDSwords
WORDS WORDSwords
WORDS
WORDS
words
WORDS
WORDSwords
WORDS
WORDSwords
WORDSWORDSwords WORDS
WORDSwords
WORDS
WORDSwords
WORDS
Know Your Stuff. The Stuff That is YOURS.
Your Stuff
• Computer, Software, Files, Etc.
• Cables & Connections
• Remote Control
• A/V
• Supplies
• The Internet
• Reference Materials
• Food & Snacks
Know Their Stuff. The Stuff That Is NOT YOURS.
Their Stuff
• The Room
• Their Computer?!
• Audio Quality
• Video / Projector & Settings
• Microphones
• The Internet
• No Internet?!
No Tools. No Problem.
- Nathan Shedroff
“Know your [content] and be
prepared to tell it no matter
what happens with the
technology.”
Practicing
Preparing is
• UX-Type methods; rapid prototyping
• Rough outline & slides; practice
• Iterate at challenge areas
• Repeat until no changes needed
- Scott Berkun
- Christina Wodtke
• Get your content out quickly
• Fix the things that are vague
• Remove needless content
• Tighten up; get the story right
• Get ideas out without a filter
• Assess; add where necessary
• Cut without mercy
• Repeat. Repeat. Repeat.- Russ Unger
Practicing
Practicing Secrets
Note CardsResearch Notes/Outline
PracticeSlides Practice Practice PracticePra
Practice
-Russ Unger
“The only wrong way to
practice is to not practice.”
People&Personalities
Patterns of Personalities
Every person is unique, but we share a lot of similar attributes
Body language 101
Position of Arms
Closed Arms
Protective of “Core”
Closed Off
Resistant or Challenging
Open Arms
Showing Trust
Accepting or Welcoming
The Cowboy
Sizing Someone Up
Aggressive Stance
Could be Good or Bad
Laid Back
Showing Off Confidence
Ready To Act/Move On
Ready For Their Turn
Edge of Seat
Excited and Passionate
Wants The Floor
Ready to Contribute
Self-Awareness is Key
Learning Control
There is no spoon.
Nope.
No spoon.
None.
See ya later, spoon.
HandlingQuestions
No More Words
Do Do Do!
• Establish Q&A Rules Upfront
• Know Your Topic
• Repeat the Question
• Incentivize
• Be Aware of the Time
• Continue the Conversation Later
Do Not Not Not!
• Fear Not Knowing an Answer
• Relinquish Control
• Answer Everything RIGHT NOW
• Fight, Argue, Battle, Rage
• Feel Forced to Do Q&A
• Fear Owning a Mistake
YourRole:Facilitator
Facilitators Do These Things:
• Define the Teams
• Define the Goal(s)
• Define the Task(s)
• Keep the Task on Track
• Keep the Task on Time
• Provide Guidance
• Provide Focus
• Avoid Contributing Unless
Required; Guides Through
Group
• Provides a Framework
• Follows Agenda
Asking“Why?”
What’s in a “Why?”
It’s probably the most under-used question in all of business
Why “Why?” Matters
they
Post-Workshop
Measuring Success
How’d You Do?
-Adam Polansky
“The most successful companies in
history and entire communities of
practice emerged from a single,
astute, shared observation.”
AdditionalResources
Additional Resources
Thank
You!
Brad Nunnally - @bnunnally
Russ Unger - @russu
| Perficient XD
| GE Capital

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