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WORKSHOPS THAT WORK RUNNING WORKSHOPS TO DRIVE CUSTOMER ENGAGEMENT AND STICKY KNOWLEDGE
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Workshops that Work

Apr 16, 2017

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Eric Tachibana
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Page 1: Workshops that Work

WORKSHOPS THAT WORK

RUNNING WORKSHOPS TO DRIVE CUSTOMER ENGAGEMENT AND STICKY KNOWLEDGE

Page 2: Workshops that Work

what is a workshop?

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ironically, we are not doing a workshop today!

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workshops are not presentations

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they are interactive

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workshops are not discussions

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they are guided and designed

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workshops work well for corporates

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workshops work well for start-ups

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workshops work across cultures: Malaysia

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workshops work across cultures: Japan

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workshops work across cultures: India

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workshops work for university students

(Thailand)

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workshops even work for families!!!

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they work for year-end 1-on-1 performance evaluation meetings

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or building personal development plans

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why a workshop?

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workshops are fun – no sleeping or email!

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participants learn better

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participants execute better

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you may know the material, but they know the context

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helps people who learn differently

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allows for surprise

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create long-term relationships and

coaching

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more long-term consensus - lots of

opportunity to disagree and commit

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less stress / work for you!

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outputs tangible deliverables that are totally tailored for the

customer

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when?

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from strategy to tactical plan

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from strategy to tactical planstakeholder analysis

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from strategy to tactical planstakeholder analysis

project post-mortems

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from strategy to tactical planstakeholder analysis

project post-mortemsrequirements analysis and

prioritization

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from strategy to tactical planstakeholder analysis

project post-mortemsrequirements analysis and

prioritizationplanning (think migrations)

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from strategy to tactical planstakeholder analysis

project post-mortemsrequirements analysis and

prioritizationplanning (think migrations)innovation brainstorming

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from strategy to tactical planstakeholder analysis

project post-mortemsrequirements analysis and

prioritizationplanning (think migrations)innovation brainstorming

general training

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from strategy to tactical planstakeholder analysis

project post-mortemsrequirements analysis and

prioritizationplanning (think migrations)innovation brainstorming

general trainingbusiness modeling

Page 37: Workshops that Work

how?

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be clear on the objectives

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get the right people in the room

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4 < participants < 80

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create the right atmosphere

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bring the right tools

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be clear on the rules

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warm up the room

(but keep the tempo rockin’)

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idea -> activity -> debrief -> personalize

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activities move from induction to deduction

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activities move from induction to deduction

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activities move from induction to deduction

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facilitate actively

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summarize regularly

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close-out well

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a quick example2 ways to present Talent Planning

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Check out this Slideshare: http://www.slideshare.net/IngeborgWerther/personal-development-plan-mentoring-12173083

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What if we re-envisioned it like this?

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http://www.slideshare.net/selenasol/building-a-professional-learning-plan-career-development-through-skills-development

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what next?

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read more

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observe

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practice

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share

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WORKSHOPS THAT WORK PART 2

BEING AN EFFECTIVE FACILITATOR

Page 62: Workshops that Work

Eric TachibanaPreviously at UBS, Bank of America, Merrill Lynch, and eXtropia (Singtel, M1, Maxis, Telstra)

[email protected]

YOUR FACILITATOR TODAY

Page 63: Workshops that Work

DISCUSSION ONE

It’s not too late to chuck the agenda! What is it that you want to get out of

today?

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GROUND RULES

• WORK VERSUS WORKSHOP• VEGAS RULES• DIVERSITY & INCLUSION• WHAT & HOW BEHAVIOURS• PARTICIPATION PRIZE!!!!!!• STAY FOCUSED ON OUTCOMES!

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PART ONEWhat effective facilitators do before the workshop starts

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ACTIVITYIndividually, brainstorm as many best practices as you can that apply to the “before” period. One best practice per post-it note. (7 min)

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ACTIVITYIndividually, brainstorm as many best practices that you can think of that apply to the “before” period. One best practice per post-it note.

There are 4 areas to post your ideas. Post and then we’ll discuss as a group. (13 min)

• Logistics• Material• Participants• Misc ideas

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PART TWOWhat effective facilitators do

during the workshop

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ACTIVITYEach of you has a sheet of flip chart paper. I’d like you to “draw” the journey of the facilitator as a story (sci-fi, fantasy, comic book, whatever). (20 min + 20 min discuss)

Who are the other characters, what are the highs and lows of the journey? What must the main character overcome? What traps does he/she need to avoid? What weapons or tools does he/she use?

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PART THREEWhat effective facilitators do

after the workshop

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ACTIVITYLet’s break into 3 groups. Each group will focus on detailing best practices around one of the following topics (20 min):

1. Call to Action (getting participants to commit to real change)

2. Collateral (what we capture and how we present it back to the customer)

3. Surveys (how should we design & use surveys)

Groups present. (15 min, 5 each)

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PART FOURNext Steps

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ACTIVITYWrite yourself an action plan – what do you

need to do before your next session?!?

Pair up with one other participant and share your plans.

Both of you sign against each plan.

Agree when you’ll set a joint checkpoint to ensure that you are on track to deliver your

plan.

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thank you and let’s continue the dialog…

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