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How to facilitate a workshop

The short answer

Start from the outcomes the workshop must produce and design each activity to get there. Set ground rules, keep energy up with varied formats and breaks, stay neutral while guiding the group, capture outputs as you go and send a follow-up with decisions and owners.

Step by step

  1. 1

    Define the outcomes

    What will exist at the end that doesn't now?

  2. 2

    Design the activities

    Each activity produces part of the outcome.

  3. 3

    Set ground rules

    Phones away, one conversation at a time, all ideas welcome.

  4. 4

    Keep time and energy

    Vary formats and take breaks every 60 to 90 minutes.

  5. 5

    Capture outputs

    Photograph boards and write decisions as you go.

  6. 6

    Follow up

    Send outputs, decisions and owners within a day.

Common mistakes

  • Too many outcomes for the time.
  • The facilitator pushing their own view.
  • No follow-up, so outputs are lost.
Free templateWorkshop agenda templateCopy the template
With Acta

Acta records the workshop and writes the decisions and actions, so you can focus on facilitating.

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Questions

What does a workshop facilitator do?

Plans the activities, guides the group, keeps time and stays neutral on the content.

How many people can a workshop have?

Six to twelve works well for one facilitator; larger groups need breakout sessions.