Ten key factors to running successful strategy workshops

June 17, 2015

Use the 7-Ps as a starting point

Consider participants, purpose, process, product, preparation, place, pathway when preparing for your workshop.
Over-invest

Invest early in agenda setting and session planning.
Run it like a project

Have clear expected outcomes, strong governance, unambiguous scope, appropriate resources.
Keep it simple

Keep the process – if not the content – simple.
Allow for an element of ‘open space’

Don’t manage every minute of the agenda – allow enough time for free flowing, relevant conversations.
Engage participants in the lead up

How do they conceptualise the strategic challenge at hand, what frameworks do they favour? How can you prepare participants to make a meaningful, informed contribution?
Set expectations prior to the day

Set the workshop expectations in pre-reading/pre-work to ensure everyone has a clear understanding of how the day will progress and inputs required.
Understand the value of data

Undertaking robust analyses is critical for clients to build an evidence base and reference point when engaging in strategic discussions.
Plan for a strong finish and follow-up

What are the next steps? Who is responsible? How will we measure success?
Engage a content-orientated facilitator

A facilitator who understands strategy and has the ability to work with you to steer your thinking and ensure your best path forward is discovered is essential.

Get your free guide