Business workshop diagram

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Business workshop

Whether you have a small business or a company with an entire training department team, you can learn everything you need to know about starting and running a business workshop by completing this template.

Type in the goals for your workshop and delegate them to your team members.

Think about supporting participants’ roles, like presenters, facilitators, organizers, and coordinators.

Set up an agenda.

Set up a follow-up action for your workshop, like writing up the conclusions and actions, communicating with delegates, and reporting on resulting changes and decisions.

Set a date for the workshop and add a preparation action plan.

Where to next?

Where to next?

Now that you have developed the plan for your workshop, you can Download this map and start organizing the event.

Workshop Name

Type in the name of your workshop

Action plan

Add a preparation action for your workshop.

Think about:

• Agreeing on the agenda
• Arranging presenters, leaders and facilitators
• Inviting delegates
• Preparing presentations, handouts, resources, and materials
• Arranging the venue, equipment, and facilities
• Catering and refreshments

Date & venue

Venue

Workshop venue

Enter the planned venue for the 'Workshop Name' workshop

Date

Target date

Enter the planned date for the 'Workshop Name' workshop

Follow-up

Action

Add a follow-up action for your workshop.

Think about:

• Writing up the conclusions and actions
• Communicating with delegates
• Following up action items
• Reporting on resulting changes or decisions

Responsible

Who is responsible for 'Action'?

Enter the name of the responsible person

Agenda

Session

Type in the name of a session or module.

Think about:

• Keynote presentations
• Plenary sessions for all participants
• Breakout sessions for smaller groups
• Time for collating and presenting results
• Wrap-up sessions

Timing

What is the timing for 'Agenda'?


How long will this session last?
Allow time for transitions and regrouping.

Participant

Who should take part in 'Agenda'?

Who are the best people to participate in this session?

Who will lead it, and who will capture and process the results?

Outputs

What outputs will come from 'Agenda'?

What is the output from this session? How will it be captured, collated, sorted and communicated?

Resources

What inputs and resources are needed 'Agenda'?

Think about:

• A briefing for participants
• Outputs from previous sessions
• Reports, models, equipment, samples
• Writing materials
• Visual aids
• Physical requirements (e.g. a separate room)

Purpose

What is the purpose of 'Agenda'?

What should this session achieve? What is the measure of success?

Support

Supporting participant

Add a supporting participant's name and their role in this workshop.

Think about:

• Presenters
• Discussion leaders and facilitators
• Scribes (to keep records)
• Organisers and coordinators

Delegates

Delegate

The goals of your workshop should help you select attendees.

Type in the name of a delegate.

Think about:

• Decision-making authority
• Subject expertise and skills
• Experience on similar projects
• Positive and collaborative teams
• A mix of backgrounds and perspectives

Goals

Goal

Add a goal for your workshop.

Goals can be based on:

• Reaching a joint decision
• Gathering and developing ideas
• Solving a problem
• Setting out a plan