Innovation Workshops Planning

The ultimate guide to creating transformational workshop experiences (Even if you're not a natural facilitator) Ever had that gut-punch moment after a workshop where you just know it didn’t land? I’ve been there. Back then, I thought great workshops were all about cramming in as much content as possible. You know what I mean: - Slides with inspirational quotes. - The theory behind the frameworks. - More activities than a summer camp schedule… Subconsciously I believed that: The more I shared, the more people would see me as an expert. The more I shared, the more valuable the workshop. And participants would surely walk away transformed. Spoiler: they didn’t. They were hit-and-miss. But then on a leadership retreat in 2016, I stumbled onto something that changed everything. Something so obvious it's almost easy to miss. But when you intentionally use them, it took my workshops from "meh" to "mind-blowing": Three simple principles: 1️⃣ Context-based Learning People don't show up as blank slates. They bring their own experiences, challenges, and goals. When I started anchoring my content in their reality, things clicked. Suddenly, what I was sharing felt relevant and useful — like I was talking with them instead of at them. 2️⃣ Experiential Learning Turns out, people don’t learn by being told. They learn by doing (duh). When I shifted to creating experiences, the room came alive. And participants actually remembered what they’d learned. Experiences like roleplays, discussions, real-world scenarios, the odd game... 3️⃣ Evocative Facilitation This one was a game-changer. The best workshops aren’t just informative — they’re emotional. The experiences we run spark thoughts and reactions. And it's our job to ask powerful questions to invite reflection. Guiding participants to their own "aha!" moments to use in the real world. (yup, workshops aren't the real world) ... When I started being intentional with these three principles, something clicked. Participants started coming up to me after sessions, saying things like: "That’s exactly what I needed." "I feel like you were speaking directly to me." "I’ve never felt so seen in a workshop before." And best of all? Those workshops led to repeat bookings, referrals, and clients who couldn’t wait to work with me again. Is this the missing piece to your expertise? - If so, design experiences around context. •Facilitate experiences that evoke reactions •Unpack reactions to land the learning ♻️ Share if you found this useful ✍️ Do you use any principles to design your workshops?

🎡 How To Run UX Workshops With Users (Scripts + Templates) (https://lnkd.in/evqDZSFe), a helpful overview of practical techniques to turn a verbal-only interview into a collaborative UX workshop — with sticky note mapping, solution drag’n’drop and voting. Put together by Laura Eiche-Laane. 👏🏽 🤔 Users and designers often a speak a different language. ✅ Insights are clearer when you see users performing tasks. ✅ Switch question-answer sections with small visual tasks. ✅ Sticky note mapping: for user flows, journeys, org maps. ✅ Card sorting: organize data, filters, menu items into groups. ✅ Feature location: ask users where they’d expect a new feature. ✅ Drag’n’drop: ask users to design their own UI or page layout. ✅ Solution voting: get feedback on many design directions. ✅ When explaining a task, show what you’d like them to do. ✅ Track where users are undecided, and follow up in a debrief. When I jump in a new project, I like to run walkthroughs with actual users as a way to understand the domain and the product. I simply ask them what the product does and how it helps them in their daily work. And then I invite them to show and explain it to me. I ask them to show how it works, the features they use, the quirks they’ve discovered and the shortcuts and loopholes they rely on daily. Perhaps there is something where the product fails on them, or something they wish was better, or something that is too fragile, confusing, complex or irrelevant. That’s when insights emerge, and that’s when you might notice that the things said and the things done are not necessarily the same thing. Of course users sometimes exaggerate their struggles, but they rarely complain lividly about something that isn’t really an issue for them. 🗃️ Useful resources: How And Why To Include Users In UX Workshops, by Maddie Brown https://lnkd.in/eKdd5GXp UX Workshop Activities With Users, by Jonathon Juvenal https://lnkd.in/eJjpcibR Remote UX Workshop Activities, by Jordan Bowman https://lnkd.in/e8wSMVwC Usability Testing Templates (Scripts), by Slava Shestopalov https://lnkd.in/gZyBtK6u UX Workshop Scripts + Templates https://theuxcookbook.com UX Research Templates, by Odette Jansen https://lnkd.in/eqpXyGHH --- 🧲 Miro and Notion templates: UX Research Templates (Miro), by ServiceNow https://lnkd.in/e48nKzKA Miro Templates For Designers https://lnkd.in/e8Hkp-ws Notion Templates For Designers https://lnkd.in/en_VBc6r #ux #design

What will truly move the needle for the participants? (The most fun part of what I do: Learning Design) When designing this 3 months long Peak Performance learning journey, I started the sketch work by speaking to people it was meant for. During initial conversations, one participant’s words that were echoed by the majority stuck with me: "I know I need to focus, but I can’t figure out how to prioritize when everything feels urgent." That became my anchor. Talking to them during our discovery calls gave me a very thorough understanding of their challenges while also noticing their actual needs. The Design Process- To address challenges like this, I focused on three key areas: - Awareness: Helping participants see how busyness often masks the real work that drives results. - Practical Tools: From Walt's thinking model to self energy audits, I selected strategies participants could apply immediately. - Sustainability: I introduced micro-habits, that create big results over time. One of my favorite moments came during an energy management exercise. A senior manager realized she was doing her hardest work during her lowest-energy hours. She shifted her schedule the next week and reported a significant boost in how she perceived herself and in her productivity. Workshops aren’t about cramming in content — they’re about creating actionable breakthroughs. For me, the reward is seeing participants leave equipped with the clarity and tools to perform at their peak and while in their project phase they implemented the tools of peak productivity and witnessed actual shifts. In my next post I will also be sharing a few successful shifts that the participants created. As an L&D Associate, how do you look at the learning design? Priya Arora | LinkedIn for Learning | LinkedIn HR #PeakPerformance #WorkshopDesign #CorporateTraining #LearningThatLasts #LearningJourney #SoftSkills #ExecutivePresence #Facilitator #Session #Workshop #TeamCoaching #TeamBonding #TeamPerformance #TeamBuilding #LearningandDevelopment

This week, I facilitated a manager workshop on how to grow and develop people and teams. One question sparked a great conversation: “How do you develop your people outside of formal programs?” It’s a great question. IMO, one of the highest leverage actions a leader can take is making small, but consistent actions to develop their people. While formal learning experiences absolutely a role, there are far more opportunities for growth outside of structured settings from an hours in the day perspective. Helping leaders recognize and embrace this is a major opportunity. I introduced the idea of Practices of Development (PODs) aka small, intentional activities integrated into everyday work that help employees build skills, flex new muscles, and increase their impact. Here are a few examples we discussed: 🌟 Paired Programming: Borrowed from software engineering, this involves pairing an employee with a peer to take on a new task—helping them ramp up quickly, cross-train, or learn by doing. 🌟 Learning Logs: Have team members track what they’re working on, learning, and questioning to encourage reflection. 🌟 Bullpen Sessions: Bring similar roles together for feedback, idea sharing, and collaborative problem-solving, where everyone both A) shares a deliverable they are working on, and B) gets feedback and suggestions for improvement 🌟 Each 1 Teach 1:  Give everyone a chance to teach one work-related skill or insight to the team. 🌟 I Do, We Do, You Do:Adapted from education, this scaffolding approach lets you model a task, then do it together, then hand it off. A simple and effective way to build confidence and skill. 🌟 Back Pocket Ideas:  During strategy/scoping work sessions, ask employees to submit ideas for initiatives tied to a customer problem or personal interest. Select the strongest ones and incorporate them into their role. These are a few examples that have worked well. If you’ve found creative ways to build development opportunities into your employees day to day work, I’d love to hear what’s worked for you!

The Week Before Your Workshop Determines Its Success … After leading more than 1,000 workshops across the world, there’s one golden rule I’ve learned: Preparation, preparation, preparation. The week before your workshop is not the time to relax — it’s the moment to make or break your success. Here’s what great preparation looks like: • Know exactly who will be in the room — their names, their roles, their personalities, and their interests. • Understand their stakes — what motivates them, what worries them, what they hope to get out of the session. • Design your flow carefully — tailor your techniques and tactics to fit the group, not just the agenda. • Practise, practise, practise — rehearse key moments, transitions, and how you’ll handle tricky situations. • Visualise success — mentally walk through the day: how will you open, how will you energise, how will you land your key messages? Even after 1,000+ workshops with the proven FORTH Innovation Method I still practise before every session I facilitate. Not because I’m nervous — but because respecting the group means showing up 100% prepared. Great workshops are not spontaneous magic. They are the result of disciplined preparation behind the scenes. The real work happens before you even enter the room. #Preparation #WorkshopFacilitation #Leadership #InnovationWorkshops #FacilitatorTips #WorkshopDesign #PracticeMakesPerfect #designthinking #innovation

Im facilitating a “Building Trust” Workshop for an Executive Team this week. Here’s how I prepare: 📌I am using my proprietary framework, but customizing for the company Leadership development material is either too custom or too generic. This hybrid model provides a foundation that clients can trust with the nuance needed for their specific situation. (And as the company delivering, it allows you to NOT reinvent the wheel + scale) 📌Provide prep work Giving a little bit of work for the team to do prior to the workshop provides more context and gets every participant excited/thinking about the topic at hand. 📌Include activities that keep all learning styles engaged I include exercises that help: - auditory learners - visual learners - kinesthetic learners - strengthen team bonds - make it fun and not like a boring lecture 📌Create lots of space for discussion. The best workshops are those where you can - you guessed it - WORKSHOP through real examples. 📌Have deliverables and practical next steps Too many L&D providers give open ended/one-way content. Instead, we want every team member to come away with one practical thing they can do tomorrow. 📌 Ask, “What was your biggest takeaway” Not only is this good market research for our company, it’s helpful for participants to reflect on WHY XYZ thing was their biggest takeaway. Which one of these is most interesting? —- P. S. In addition to our outplacement, we provide customizable, actionable leadership development training for teams of all sizes. 😉

Why do some learning experiences really change people while most just get done? The content is solid. The trainer knows their stuff. Yet something is missing. For years, I attended learning sessions designed around one question. How can this be explained better? And that drove my own initial teaching style. I had slides prepared. Frameworks ready to share. Over the years things have changed. I have myself learnt that my role isn't to deliver insight to participants, but to create the conditions where they can discover it themselves. I've watched this play out so many times now. A brilliant workshop. People leave energised. Three weeks later, nothing has changed. The moment I become the centre of the class, learning becomes dependent. On me. And this learning ends when the session ends. I don't try to control the learning anymore. I design conditions for it. I create safe conditions, then I largely get out of the way. I introduce ideas and invite others to explore them.I ask questions that slow people down rather than speed them up. I trust silence, even when it's uncomfortable. We adults don't live in neat frameworks. We live in ambiguity, complexity, real consequences. Traditional learning environments prepare us for exams. Learning where people own the process prepares them for real life conditions. I am firm about the what we are learning, but flexible on the how. I've coached leaders after the learning sessions are over. They don't remember the frameworks after a few weeks. They remember the question they asked themselves though. If learning depends on me, it ends with me. If learning depends on the learner, it continues. I'm guilty of wanting to be the expert in the room. It feels good when people nod at my wise comments and take notes. It feels uncertain when I ask a question and let the silence stretch. The future of learning isn't in better materials. It's in braver facilitation. What have you learnt recently that actually stuck? What made it so? Do tell! #coachshyam

🤔 How might you infuse more experiential elements into even the most standard Q&A session? This was my question to myself when wrapping up a facilitation course for a client that included a Q&A session. I wanted to be sure it complemented the other experiential sessions and was aligned with the positive adjectives of how participants had already described the course. First and foremost - here is my issue with Q&As: 👎 They are only focused on knowledge transfer, but not not memory retention (the brain does not absorb like a sponge, it catches what it experiences!) 👎 They tend to favor extroverts willing to ask their questions out loud 👎 Only a small handful of people get their questions answered and they may not be relevant for everyone who attends So, here is how I used elements from my typical #experiencedesign process to make even a one-directional Q&A more interactive and engaging: 1️⃣ ENGAGE FROM THE GET-GO How we start a meeting sets the tone, so I always want to engage everyone on arrival. I opted for music and a connecting question in the chat connected to why we were there - facilitation! 2️⃣ CONNECTION BEFORE CONTENT Yes, people were there to have their questions answered, but I wanted to bring in their own life experience having applied their new found facilitation skills into practice. We kicked off with breakout rooms in small groups to share their own experiences- what had worked well and what was still challenging. This helped drive the questions afterwards. 3️⃣ MAKE THE ENGAGEMENT EXPLICIT Even if it was a Q&A, I wanted to be clear about how THIS one would be run. I set up some guidelines and also gave everyone time to individually think and reflect what questions they wanted to ask. We took time with music playing for the chat to fill up. 4️⃣ COLLABORATIVE LEARNING IS MOST IMPACTFUL Yes, they were hoping to get my insights and answers, however I never want to discredit the wisdom and lived experience in the room. As we walked through the questions, I invited others to also share their top tips and answers. Peer to peer learning is so rich in this way! 5️⃣ CLOSING WITH ACTIONS AND NEVER QUESTIONS The worst way to end any meeting? "Are there any more questions?" Yes, even in a Q & A! Once all questions were answered, I wanted to land the journey by asking everyone to reflect on what new insights or ideas emerged for them from the session and especially what they will act upon and apply forward in their work. Ending with actions helps to close one learning cycle and drive forward future experiences when they put it to the test! The session received great reviews and it got me thinking - we could really apply these principles to most informational sessions that tend to put content before connection (and miss the mark). 🤔 What do you think? Would you take this approach to a Q&A? Let me know in the comments below👇 #ExperienceLearningwithRomy

Sometimes the most meaningful learning emerges when students move beyond calculations and begin interrogating the lived realities behind financial decisions. During a recent routine classroom session using an Excel-driven Retirement Expense Estimation Tool and an online goal-planning calculator, I watched students push their thinking far beyond corpus adequacy and asset allocation. What stood out were the unexpected, human-centred insights; ones that rarely surface in traditional finance classrooms. Some of the most striking contributions included: • Students analysed how choosing a Tier-2 or Tier-3 city could dramatically extend a retirement corpus through lower living costs, lower healthcare inflation, and stronger community networks. • One team questioned whether the “expected lifestyle” we input into tools actually reflects retirees’ evolving aspirations. Their suggestion to build multiple lifestyle pathways, not one fixed projection, brought behavioural finance and life-design thinking into the conversation. • A group discussed behavioural trade-offs: 'Should we prioritise staying close to family even if it means higher expenses, or optimise purely on financial grounds?' Watching students connect technical tools to human realities reaffirmed why experiential learning matters: it cultivates judgment, empathy, and the ability to see finance not just as numbers, but as life decisions. If this generation can think beyond the spreadsheet, the next one will redefine what financial wisdom looks like.☺️ #ExperientialLearning #FutureOfFinance #FinanceEducation #CriticalThinking #HigherOrderThinking #ProblemBasedLearning #RetirementPlanning #LearningInnovation #21stCenturySkills

Great training does not happen by chance. It happens by design. After years of conducting workshops across industries, I have realized something simple but powerful. People do not learn when you speak. They learn when they engage. The most memorable programs I have delivered, the ones people talk about months later, all had one thing in common. Participants did not sit and listen. They moved, reflected, discussed, practiced, and applied. Here are the seven training methods that consistently create the strongest learning experiences for teams: 1. Experiential Activities People learn best by doing. Simulations, team challenges, and real scenarios create instant connection with the concept. 2. Case Studies Real stories make learning real. When participants analyze situations they relate to, insights come naturally. 3. Role Plays This is where theory becomes skill. Whether it is feedback, negotiation, or communication, practice builds muscle memory. 4. Group Discussions People bring more wisdom than any slideshow ever can. Peer learning is one of the most underrated tools. 5. Games and Gamification Competition adds energy. Games break inhibitions and make even serious topics enjoyable. 6. Video Based Learning A thirty second clip can spark more reflection than ten slides. Videos trigger emotion and emotion drives change. 7. Reflection Tools Journaling, self assessments, feedback rounds. This is where participants internalize what they have learned and turn insight into action. A training session is not a presentation. It is an experience. The richer the experience, the deeper the learning. If you want to conduct engaging training workshops for your organization, connect with me