Best Ways To Facilitate Workshops

🎡 How To Run UX Workshops With Users (Scripts + Templates) (https://lnkd.in/evqDZSFe), a helpful overview of practical techniques to turn a verbal-only interview into a collaborative UX workshop — with sticky note mapping, solution drag’n’drop and voting. Put together by Laura Eiche-Laane. 👏🏽 🤔 Users and designers often a speak a different language. ✅ Insights are clearer when you see users performing tasks. ✅ Switch question-answer sections with small visual tasks. ✅ Sticky note mapping: for user flows, journeys, org maps. ✅ Card sorting: organize data, filters, menu items into groups. ✅ Feature location: ask users where they’d expect a new feature. ✅ Drag’n’drop: ask users to design their own UI or page layout. ✅ Solution voting: get feedback on many design directions. ✅ When explaining a task, show what you’d like them to do. ✅ Track where users are undecided, and follow up in a debrief. When I jump in a new project, I like to run walkthroughs with actual users as a way to understand the domain and the product. I simply ask them what the product does and how it helps them in their daily work. And then I invite them to show and explain it to me. I ask them to show how it works, the features they use, the quirks they’ve discovered and the shortcuts and loopholes they rely on daily. Perhaps there is something where the product fails on them, or something they wish was better, or something that is too fragile, confusing, complex or irrelevant. That’s when insights emerge, and that’s when you might notice that the things said and the things done are not necessarily the same thing. Of course users sometimes exaggerate their struggles, but they rarely complain lividly about something that isn’t really an issue for them. 🗃️ Useful resources: How And Why To Include Users In UX Workshops, by Maddie Brown https://lnkd.in/eKdd5GXp UX Workshop Activities With Users, by Jonathon Juvenal https://lnkd.in/eJjpcibR Remote UX Workshop Activities, by Jordan Bowman https://lnkd.in/e8wSMVwC Usability Testing Templates (Scripts), by Slava Shestopalov https://lnkd.in/gZyBtK6u UX Workshop Scripts + Templates https://theuxcookbook.com UX Research Templates, by Odette Jansen https://lnkd.in/eqpXyGHH --- 🧲 Miro and Notion templates: UX Research Templates (Miro), by ServiceNow https://lnkd.in/e48nKzKA Miro Templates For Designers https://lnkd.in/e8Hkp-ws Notion Templates For Designers https://lnkd.in/en_VBc6r #ux #design

🎧 #Storylistening for Instructional Designers (or how to get real stories from your SME instead of dry facts) 🗣️ Everyone talks about storytelling – and rightly so. Stories work! 💡 But what if your subject matter expert (SME) isn't naturally a storyteller? 🤔 Just listening to them recite a pile of facts? Not that helpful. 😐 You could find the same in Wikipedia. Or ask ChatGPT. 🤖 👉 So what should you do? Learn storylistening – the skill of not telling stories, but hearing them. 👂✨ 📌 The rules are simple: 1️⃣ Study the topic in advance – don't come in as an empty glass. 📚 2️⃣ Prepare questions – not as a checklist, but as a guide. 🧭 3️⃣ Listen carefully. And with curiosity. Yes, curiosity! 🧐 People tell better stories when they feel respected and heard. ❤️ 💬 Here’s a list of questions that truly encourage storytelling – the kind that brings examples, emotions, and turning points: 🎯 How did this process or approach first come into play in your work? 🛠️ Can you walk me through a specific situation where it worked especially well? 🌟 Tell me about a time when things didn’t go as planned – what happened? ⚠️ What’s the most surprising or unexpected thing you’ve encountered with this? 😲 Was there a turning point that changed how you see or use this? 🔄 What’s an example that you often use to explain this to others? 📖 Describe a situation where someone learned this the hard way. 🧠💥 Can you recall a moment when you or someone else had a breakthrough? 💡🎉 Tell me about a challenge you faced with this and how you overcame it. 🧗♀️ What real-life story do you think best illustrates the value of this process? 🏆 If I were watching this unfold in real time, what would I see? 🌈 And when the story starts flowing – don’t hold back: ✨ Really? Tell me more! ✨ Wow! That’s so unexpected. ✨ No way – what happened next? ✨ What were you thinking in that moment? ✨ And then? ✨ That’s brilliant – how did you come up with it? These questions aren't magic… But they create the space where real stories emerge. 🪄 And it's from these stories that strong, effective learning solutions are built. 🚀 #storylistening #LandD

The first 5 minutes of your workshop decide everything. Most facilitators waste them. Here's what typically happens in the first 5 minutes: → "Let me tell you a bit about myself..." → A slide with the agenda → An icebreaker that has nothing to do with the work → "Let's go around and share your name, role, and a fun fact" By minute 5, your participants have already decided: → Is this going to be worth my time? → Will I have to sit and listen all day? → Is this person going to lecture me or let me work? And most facilitators have accidentally answered all three questions wrong. Here's what the best facilitators do instead: Move 1: State the outcome in one sentence. (30 seconds) Not your bio. Not the agenda. Not a welcome slide. One sentence that tells the room exactly what they'll walk out with. → Not: "Today we'll explore team dynamics and communication." → Instead: "By 4pm, your team will have a written conflict resolution process you'll use starting Monday." That sentence does more work than any introduction. It tells participants this session has a point and their time won't be wasted. Move 2: Set the rules of the room. (60 seconds) → "You'll do 95% of the talking today. I'm here to run the process." → "Phones away unless you're using them for the exercises." → "You can disagree with anyone, including me. That's encouraged." Three sentences. Now everyone knows how this room works. No one's spending mental energy guessing. Move 3: Get them working immediately. (3 minutes) Not talking about the work. Doing the work. → "Grab a pen. Write down the one team conflict that's cost you the most time in the last month. You have 90 seconds." → "Turn to the person next to you. Share what you wrote. You have 2 minutes." Within 3 minutes, every person in the room has done something. They've committed an opinion to paper. They've spoken out loud. The session is no longer something happening to them. They're in it. That's your first 5 minutes: → 30 seconds: the outcome → 60 seconds: the rules → 3 minutes: first activity No bio. No agenda slide. No fun facts. Why this works: The first 5 minutes set the pattern for the entire session. If you start by talking at people, they expect to be talked at for the rest of the day. If you start by getting them working, they expect to keep working. You're not just opening a workshop. You're training the room on how this session operates. The facilitators who lose the room in hour 2 almost always made the same mistake: they spent the first 5 minutes telling the room this was going to be another session where someone talks and everyone else listens. By the time they try to get participation, the pattern was already set. First 5 minutes. Outcome. Rules. Work. Everything else follows from there. ___ Save this for later (three dots, top right). Share with friends → ♻️ Repost. Get consultant-grade workshops every Sat → https://lnkd.in/eSfeUapJ

🦆 What you say isn’t always what others hear. One of my favorite ways to open a workshop or meeting is with a simple activity I’ve used soooo many times - with teams of 6 up to 60. DRAW A DUCK. You have one minute. No questions. The results? Ducks of every kind. Some realistic. Some cartoonish. Some abstract. Some detailed. Same instruction. Completely different interpretations. And that’s not just a fun opener - it’s a mirror of how misalignment can show up at work. What feels like a clear task to the person giving the instruction… often lands very differently with the people receiving it. Unless you’re SUPER specific, everyone applies their own assumptions - adding different levels of complexity, detail, or simplicity. So, if you want your team to get their ducks in a row - Clarity creates better collaboration. (You can also try this with Lego: give everyone the same six pieces and ask them to “build a duck.” Same instructions, same result - completely different ducks.) Happy to share further instructions or information is anyone wants to try it. #Teamwork #Leadership #Facilitation #Communication #Collaboration #WorkplaceCulture #MeetingTips #WorkshopDesign

🚀 Most beginner instructional designers make the same mistake when writing learning objectives… and it quietly kills the quality of their training. Learning objectives are one of those things everyone writes… but almost no one is taught well. So what happens instead? We get classics like: ❌ “Participants will understand communication skills” ❌ “Learners will learn Excel” ❌ “This workshop will teach delegation” The problem? These objectives describe the course, not the learner. They’re vague. They’re immeasurable. And they don’t tell us what “good” looks like. Here’s a simple fix 👇 Swap vague verbs for observable actions: ✨ “After this session, team leads will conduct 1:1 conversations using the XYZ framework.” ✨ “After completing the module, analysts will create 3 pivot tables to compare quarterly data.” ✨ “After the workshop, managers will delegate tasks using the 4-step delegation model.” Notice the pattern? Good learning objectives focus on: 🧩 the learner 🧩 the behavior 🧩 in context 🧩 with a measurable action Learning objectives aren’t just nice formatting — they shape design, practice, assessment, and business outcomes. If you want to go further, I’ve linked a short read in the comments that explains how to write proper L&D objectives with real examples. ⸻ What’s the worst (or funniest) learning objective you’ve ever seen or written? 😅 Drop it below 👇

Trainers must be more than experts— Here's the secret to delivering impactful training sessions, no matter what comes your way. As a trainer, being prepared for instant changes in the delivery of any concept requires a flexible and adaptive mindset. Here are key strategies to help you stay prepared: 1. Thorough Subject knowledge - 📕 Master the content so well that you can break it down or present it in multiple ways, adapting to the audience’s needs. This will allow you to explain complex ideas in simpler terms or delve deeper if required. 2. Audience Analysis - 🧐 Before the session, understand your audience's knowledge level, learning preferences, and possible challenges. This will help you anticipate where you might need to adjust your delivery. 3. Create a Session Outline - 📝 Have a structured outline that allows for adjustments. Include different examples, analogies, and activities so that you can switch methods if needed. 4. Plan for Flexibility 🧘 - Build in buffer time to the session plan, allowing you to address questions or revisit concepts without rushing. Be prepared to cut less essential content if time constraints arise. 5. Use Interactive Methods 🗣️ - Include interactive methods such as Q&A, group discussions, or problem-solving activities. These allow you to gauge understanding and shift the delivery based on immediate feedback. 6. Technology Familiarity - 🧑💻 Know the tools and platforms you are using so you can quickly adapt, whether it’s changing slides, moving between resources, or using multimedia to reinforce concepts. 7. Stay Calm and Confident ☺️ - If a change in delivery is necessary, remain calm and composed. Confidence reassures the audience, and maintaining a positive attitude will help you navigate unexpected changes smoothly. 8. Prepare Backup Plans 🖋️ - Have alternative examples, exercises, or activities ready in case the original approach does not resonate with the group. 9. Stay Current 🏃 - Keep up with the latest trends, tools, and methods in training and your field of expertise. This allows you to bring fresh perspectives and solutions to any spontaneous situation. 10. Gather Feedback ✍️ - After a session, ask for feedback to understand where adjustments were successful or where improvements are needed. This helps in refining your ability to adapt in future sessions. Being prepared for changes is about blending preparation with flexibility and having the confidence to switch gears when necessary. #confidence #trainthetrainer #training #softskills #leadership #communication #learning

The ultimate guide to creating transformational workshop experiences (Even if you're not a natural facilitator) Ever had that gut-punch moment after a workshop where you just know it didn’t land? I’ve been there. Back then, I thought great workshops were all about cramming in as much content as possible. You know what I mean: - Slides with inspirational quotes. - The theory behind the frameworks. - More activities than a summer camp schedule… Subconsciously I believed that: The more I shared, the more people would see me as an expert. The more I shared, the more valuable the workshop. And participants would surely walk away transformed. Spoiler: they didn’t. They were hit-and-miss. But then on a leadership retreat in 2016, I stumbled onto something that changed everything. Something so obvious it's almost easy to miss. But when you intentionally use them, it took my workshops from "meh" to "mind-blowing": Three simple principles: 1️⃣ Context-based Learning People don't show up as blank slates. They bring their own experiences, challenges, and goals. When I started anchoring my content in their reality, things clicked. Suddenly, what I was sharing felt relevant and useful — like I was talking with them instead of at them. 2️⃣ Experiential Learning Turns out, people don’t learn by being told. They learn by doing (duh). When I shifted to creating experiences, the room came alive. And participants actually remembered what they’d learned. Experiences like roleplays, discussions, real-world scenarios, the odd game... 3️⃣ Evocative Facilitation This one was a game-changer. The best workshops aren’t just informative — they’re emotional. The experiences we run spark thoughts and reactions. And it's our job to ask powerful questions to invite reflection. Guiding participants to their own "aha!" moments to use in the real world. (yup, workshops aren't the real world) ... When I started being intentional with these three principles, something clicked. Participants started coming up to me after sessions, saying things like: "That’s exactly what I needed." "I feel like you were speaking directly to me." "I’ve never felt so seen in a workshop before." And best of all? Those workshops led to repeat bookings, referrals, and clients who couldn’t wait to work with me again. Is this the missing piece to your expertise? - If so, design experiences around context. •Facilitate experiences that evoke reactions •Unpack reactions to land the learning ♻️ Share if you found this useful ✍️ Do you use any principles to design your workshops?

My workshop feedback method has a 100% response rate — and uses zero forms. I ditched post-workshop surveys because… no one filled them out and the ones who did wrote things like “Great workshop 🤗 ” (helpful… ish ⁉️ ). So now I use my four-question, four-colour sticky-note system at the closing of a workshop. It’s fast, visual, and human. It surfaces real language, real commitments, and real insight. Reflection becomes baked into the workshop instead of bolted on. Here’s the magic. I ask everyone to respond to these phrases individually 🟡 “I learned / liked / aha!” - Quick bursts of insight. One idea per sticky. No faffing. 🟢 “I will…” (What ideas do you plan to implement immediately?) - The gold. Actual commitments. I can instantly see what’s going to live beyond the room. 🔴 “I wish…” (What support do you need or what else do you wish we had explored today?) - Constructive, honest improvement ideas and what they need to succeed post-workshop. Better than any anonymous text box. 🔵 One word (What single word best describes your overall reaction to the session?) - These become my word cloud*, and it tells me the emotional temperature in one glance. Then, in small groups, participants choose their top insights, star them, and share them with the room. It turns into this joyful moment where you can see what activities really landed and what learning truly stuck. Impact? • I can literally see what resonated. • The “I will…” notes show behaviour change starting before people even leave the room. • The “I wish…” notes help me evolve each workshop immediately. • And the one-word cloud gives me a pulse check that’s surprisingly accurate. (see word cloud from 10 workshops* - 210 words - in comments) Yes, I still type them all into a spreadsheet by hand (there’s something human and connective about reading people’s handwriting). Then I let AI help me spot themes and patterns. It’s simple. It’s human. It works. And gives clients tangible, meaningful insights... Curious: how do you gather feedback that actually helps you get better? #PlayMore #JudgeLess #feedback #facilitation

Regardless of how great your ideas are in your virtual sales pitch, webinar, or team meeting… People are most likely checking their email, browsing social media, or working on other things while you present. How can you prevent that and actually get your audience to pay attention? Here are 4 of the most powerful techniques we use for our own virtual training courses: 1. Win the first five seconds According to research from the University of Toronto, people need only five seconds to gauge your charisma and leadership as a speaker. In virtual environments, this first impression is even more critical. To establish instant rapport: - Keep your posture open and inviting (avoid fidgeting, crossed arms, and closed-off postures) - Use open gestures that welcome the audience into your space - Gesture with your palms showing at a 45-degree angle - Speak with clear articulation and energy from the very first word The quickest way to lose your audience? Starting with tentative body language that signals you’re unsure or unprepared. 2. Design your presentation for virtual viewing When designing slides, assume varied viewing conditions. Design for the smallest likely device and the slowest likely Internet speed. Make your slides accessible by: - Using larger fonts (24-32pt) - Applying higher contrast colors - Limiting each slide to ONE clear idea - Adding more space between lines when using smaller text - Stripping excess content (you can provide additional information in a separate document) 3. Vary your delivery Our research shows the optimal length for linear presentations is just 16-30 minutes, while interactive ones can maintain engagement for 30-45 minutes. People’s attention will go through peaks and valleys during that time, so try these techniques to keep their attention: - Vary your speaking pace (faster to convey urgency, slower to express gravity) - Use intentional pauses to let key points land - Adjust your vocal tone (lower pitch for authority, higher for approachability) - Shift between slides, stories, and data at regular intervals Each change helps reset your audience’s attention and signals importance. 4. Build in structured interaction Don’t make your audience wait until the end of your presentation to interact. According to our research, presentations that incorporate audience engagement through polls, chat responses, or breakout discussions maintain attention longer. For the highest engagement: - Use a variety of interaction types throughout your presentation - Incorporate breakout rooms for small-group discussions - Switch modalities regularly to keep it interesting Remember: In virtual environments, you need to recreate the natural engagement that happens in person. Your virtual presentation success isn’t measured by perfection…it’s measured by action. Master these techniques and your audience won’t just pay attention, they’ll respond. #VirtualPresentations #CorporateTraining #WorkplaceLearning

The Week Before Your Workshop Determines Its Success … After leading more than 1,000 workshops across the world, there’s one golden rule I’ve learned: Preparation, preparation, preparation. The week before your workshop is not the time to relax — it’s the moment to make or break your success. Here’s what great preparation looks like: • Know exactly who will be in the room — their names, their roles, their personalities, and their interests. • Understand their stakes — what motivates them, what worries them, what they hope to get out of the session. • Design your flow carefully — tailor your techniques and tactics to fit the group, not just the agenda. • Practise, practise, practise — rehearse key moments, transitions, and how you’ll handle tricky situations. • Visualise success — mentally walk through the day: how will you open, how will you energise, how will you land your key messages? Even after 1,000+ workshops with the proven FORTH Innovation Method I still practise before every session I facilitate. Not because I’m nervous — but because respecting the group means showing up 100% prepared. Great workshops are not spontaneous magic. They are the result of disciplined preparation behind the scenes. The real work happens before you even enter the room. #Preparation #WorkshopFacilitation #Leadership #InnovationWorkshops #FacilitatorTips #WorkshopDesign #PracticeMakesPerfect #designthinking #innovation