How to run a business planning workshop

And planning a good one? Well, that takes organization, focus, and a lot of creativity. So how do you prepare for a workshop that will be not only relevant and productive, but memorable?

How to run a business planning workshop

Participation and involvement of staff increases the sense of ownership and empowerment, and facilitates the development of organisations and individuals. Workshops are effective in managing change and achieving improvement, and particularly the creation of initiatives, plans, process and actions to achieve particular business and organisational aims.

Workshops are also great for breaking down barriers, improving communications inside and outside of departments, and integrating staff after acquisition or merger. Workshops are particularly effective for CRM customer relationship management development.

Workshops - format and how to run

Workshops can be integrated within regular monthly team meetings - an amazing amount of motivation progress and productivity can be accomplished with just a 90 mins workshop per month. Workshop facilitation by a team leader or manager develops leadership, and workshops achieve strong focus on business aims among team members.

Workshops are very effective for training too - workshops encourage buy-in and involvement more than conventional training courses because they are necessarily participative, and the content and output are created by the delegates.

At start of workshop, introduce aim and process - agree expectations - answer queries. Follow up, coach, encourage, support and invite ideas for future workshop items and process improvements. You can actually run any sort of workshop you want - your options are as wide as your imagination and certainly not limited to off-the-shelf or tried and tested formats.

Invite suggestions from delegates beforehand as to workshop subjects and aims if you want to maximise commitment and empowerment. It helps for certain aims to use a model or concept to explain the theory behind your intentions, for example if dealing with communications and motivation, helpful models are: There are many others on this site.

Split big groups into pairs or threes - this is more dynamic and produces more ideas - and gets the whole group working better, particularly when they present ideas and review with the whole group.

how to run a business planning workshop

Try to agree actions and accountabilities at the end of sessions and workshops which enable follow-up. My approach to workshops is always to tailor the content and structure for the particular situation, which I would encourage you to do, rather than use off-the-shelf formats.

Approach it like training design - what are you or the delegates seeking to achieve? Establish and agree a measurable output s or result s that represent the aim sand then work back from there in thinking how to structure the workshop or session s.

Unless you have a good reason for using laptops and projector, have the delegates use flip chart paper and coloured marker pens, and hang the sheets around the walls.

Lean business planning, startups, social media, and having a life

This enables delegates to be far more dynamic and creative than modern technology media. People-centred individuals and teams enjoy human interaction - role-plays, discussions, mutual interviews, etc.

Logical, numerate, process-oriented people are happier with more structured planning tools and computers. Think about the sort of people in the workshop groups and provide tools, materials and methods that they will be comfortable using.

Facilitating effective workshops is a skill that comes with experience. Effective workshops require a facilitative and enabling approach - not a directing autocratic style, so concentrate on enabling and providing tools, knowledge, mechanisms, freedoms, processes, information, etc.This sample agenda for a half-day Business Planning workshop is packed tightly, and moves quickly.

What is strategic planning workshop facilitation?

It starts at 9 a.m. and ends at 1 p.m., with breaks timed during the hands-on exercises to save time. Planning to run an effective strategy workshop takes time, and effort.

The reason we put the effort in, is because a powerful strategy implemented well, helps to ensure the future success of any organization. Half-Day Business Planning Workshop This sample agenda for a half-day Business Planning workshop is packed tightly, and moves quickly. It starts at 9 a.m.

and ends at 1 p.m., with breaks timed during the hands-on exercises to save time. How much time will you allow for each exercise? Make sure your activities are appropriate for the size of the group, and ensure that your venue has the resources (for example, seminar rooms) needed to run sessions.

Remember, the more detailed your plan, the more you'll ensure that your workshop will run to schedule – and be successful. 5. This article is addressed to the people in the organization who have the mandate to run and facilitate such sessions.

This article will address each phase of the strategic planning session facilitation: Preparing the workshop(s): getting ready; Leading a strategic planning session is one of the most difficult tasks of the role of the.

I assume there is a planning team. This consists of managers, with requisite roles and responsibilities. In strategic planning, a workshop is a meeting at which a planning team engages in intensive discussion and activity on the big issues facing the organization.

Running a Strategic Planning Session | The CEO Refresher