Author of this article: Andreas Soller

Facilitate your workshop

As workshop facilitators, your role is to harness participants’ trust and guide them towards meaningful outcomes. Effective workshop design and a well-prepared flow are crucial to maintaining this trust and ensuring participant engagement. By connecting activities seamlessly and communicating clearly, you can navigate unexpected challenges and keep the process smooth, even when delays occur. Remember, your ability to create a positive and productive atmosphere is key to the workshop’s success.

Reading time of this article:

6 min read (1318 words)

Publishing date of this article:

Nov 16, 2024 – Updated Dec 23, 2024 at 07:01

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Trust

“The unspoken contract of a workshop is this: the audience grants you temporary control of their attention (and actions) in the belief that you will transmute it into something new and valuable.” – Fitzpatrick (2019:4)

People are attending your workshop, because they want to contribute. They want the workshop to be a success. Initially, a workshop starts with best intentions.

Bear in mind that this trust is connected to a certain result. It’s like a contract where you get trust right away but in turn you have to deliver outcomes. This is why workshop design is crucial. If you have a well prepared workshop, the process itself will guide you. Whenever I start a new activity, I always repeat what we did before and how this is connected to the next activity. Participants want to understand why they are doing something and where those actions lead to.

The very first workshop I run by myself was a Design Thinking Workshop. It was a funny situation. I had prepared the workshop with a design thinking expert and at that time I was still learning the skill. The idea was that I will facilitate one part of it to experience it also from the facilitator’s perspective. Then something unexpected happened and the expert could not attend the workshop. This happened only three days before the workshop and I was asked, if I wanted to facilitate the workshop by myself. I was scared, really scared. On the other side, everything was perfectly prepared and I just needed to go through the flow step by step. Additionally, he assured me, that the process will guide me and I should not worry about it. I did it. I didn’t believe in myself and suddenly found myself in front of people starring at me (at least in my memory theater). But there was something very powerful. The walls were full of posters and there was a logical order how all those posters were connected. When I explained the goal, how we will work and showed them, by walking from poster to poster, outlining what they can expect, I felt the power of the process. At this moment I learned my lesson: a well prepared workshop flow is your best ally. They participants totally trusted me as they could see what will expect them and what they will achieve on that day. Was it the best workshop I ever facilitated? For sure not, but participants are very forgiving as long as you don’t run them through boring exercises that have no meaning for them. This is were people get hostile but if you can show the value that you create along a workshop, you have their full trust and attention.

Takeaway

People attend workshops with the intention to contribute and ensure its success, trusting that it will yield results. Effective workshop design is crucial to maintain this trust, guiding the process and connecting activities seamlessly. A well-prepared workshop flow builds participant trust and engagement, even if unexpected challenges arise.

Scheduling

“Lost time is never found again.” – Benjamin Franklin, Poor Richard’s Almanack, 1747

Time is the other part of the contract between you as facilitator and the participants. They trust you that you will finish the workshop on time.

Cutting content

If you run late for more than 10 minutes and there is no buffer left, start thinking what parts of an activity you might skip. For example, the best way to do a proper clustering is to ask the participants how they would group it. If you run this exercise as facilitator it will take half the time or even less. You can also speed up voting sessions by limiting the number of votes to one per participant, etc.

When you prepare your workshop think already what parts of an activity you can also executed fast paced in case you run into time issues. The most painful action is to skip a whole activity. This is never easy as your workshop follows a certain flow. This is the ultimate action to take if the schedule cannot be changed.

Ask for permission

Asking for permission to extend the workshop is not easy. There will be some participants, that have already planned their next meetings, etc. Therefore, don’t just ask to extend the workshop, but additionally provide some assurance that they will not miss out on anything. Typically, you offer to send them a summary of what happened when they needed to step out.

Looks like we are running 30 minutes behind schedule, so we will now finish at 16:30.

I understand that some of you may have other commitments. If you need to leave at 16:30, could you please raise your hands?

Here's the plan: those who can stay a bit longer are welcome to do so. If you have to leave, don't worry. I'll make sure you get a summary of what you missed after the workshop. This way, everyone will stay informed and won't miss any important content.

Is this acceptable for everyone?

(Cf. Fitzpatrick 2019:150f)

Takeaway

Dealing with Delays: Delays can be managed by cutting or simplifying activities to save time or asking for permission to extend the workshop, ensuring participants are kept informed and engaged.

Momentum

By momentum I understand a kind of impulse, a certain movement that drives a process among people once established. In Design Thinking momentum describes a kind of bond and force that drives the participants along. I know, this is hard to understand if you have not experienced it yet. Just think about cycling in a group or going for a long walk with some friends. After some moments you acquire a certain understanding of rhythm and speed between you and the others. Momentum is nothing else: it is the natural flow that drives a group and it is a key skill of a good facilitator to recognize when it happens and to utilize it.

Takeaway

Momentum: Momentum in a workshop is the natural flow that drives participants along, similar to a shared rhythm in group activities like cycling. A skilled facilitator recognizes and utilizes this to maintain pace and engagement.

Be precise

Phrase each task in a simple and very precise language. It is also helpful to have the instructions written on a poster visible for everyone. This will eliminate meaningless discussions and confusions. If an activity consists of multiple steps, let people already know what they will do next.

Examples:

You will have 5 minutes to brainstorm.
Please write each idea on a separate post-it.
After five minutes everyone will present his/her ideas.

You will have 30 minutes in each group.
Each group has a dedicated workspace.

Before you start with the task please agree who is the time keeper and who will present your work later on.
The time keeper is in charge that you are back to the workshop in time.

You have 20 minutes to sketch each step in your journey.
The goal is to map the whole flow from the agreed starting point to the end.
Use everything we have been working on so far: our feature ideas and the use cases.

After 20 minutes we will share our results

References and further reading material:

  • While this article is about co-creation workshops, there is also a book about educational workshops that I can recommend. It provides an excellent overview of many aspects of workshop design that apply to any kind of workshop: Fitzpatrick, Rob / Hunt, Devin (2019): The Workshop Survival Guide. How to design & teach workshops that work every time. Amazon Distribution GmbH: Leipzig; companion website to the book: https://www.workshopsurvival.com

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