Tools & Templates

Below is a comprehensive list of Tools & Templates to support you in Workshop Design, Development and Delivery.  They are available as document downloads, audio and/or video format. 

 
STAGE 1: Set Direction

Why Workshops?
Understand the benefits, challenges and critical success factors to running workshops.

   

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Exercise: Uncover your Message
Not sure about your message or topic? Identify your message, target audience(s) and potential workshop topic(s).

   

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Organize Your Topics for Maximum Leverage
Do you have multiple topics but not sure where to start? Learn the factors that help you organize and prioritize your topics and develop a rollout plan for on-going success.

   

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Workshop Tip Booklet
30 valuable tips for designing and developing workshops

   

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Set Direction Package
Do you have a topic and are ready to get started? This package includes a comprehensive workbook with the following resources and exercises:

Resources
- Model for Creating High Impact Workshops
- Common Pitfalls & Ways to Avoid Them
- Checkpoint questions for Set Direction Stage

Exercises
- Define Workshop Purpose & Target Audience
- Identify Learning Objectives
- Set Personal Intentions
- Confirm Key Message(s)
- Define Key Takeaway Tools
- Solidify Workshop Title

   

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Workshop-in-a-Box: The Complete Workshop Package
This package includes:

- Set Direction Package
- Workshop Design Package
- Workshop Development Package
- Workshop Evaluation Package
- Workshop Participant Guide Template

   

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STAGE 2: Design & Develop

Ensuring Successful Design & Development
Understand the critical success factors to designing and developing high-impact workshops.

   

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Workshop Tip Booklet
30 valuable tips for designing and developing workshops

   

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Beyond One Workshop - Workshop Programs, Series & Retreats
Learn the various formats you can deliver your workshop (e.g. workshop series, teleclass, retreats) and the key factors to consider for each format.

   

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Designing Interaction & Experiential Learning
Understand and apply adult learning styles in your workshop. Review and apply ways to foster interaction and create a learning experience that leaves a lasting impact on your attendees.

   

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Icebreakers + Energizers
Learn effective ways to kickoff your session with icebreakers and inject energizers throughout your session to keep attendees engaged and motivated.

   

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Workshop Design Package
Do you have your learning objectives and are ready to design? This package includes a comprehensive workbook with:

Resources
- Model for Creating High-Impact Workshops
- Common Pitfalls to Design & How to Avoid them
- Checkpoint Questions for Design Stage

Excercises
- Expand Learning Objectives into High-Level design
- Define Overall Delivery Options
- Build Your Blueprint for Development

   

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Participant Guide Template
If you’ve ever tried to create a participant workbook on your own, you know it can take many hours and hard work to make it into a high-quality product that makes you look good. No need to create from scratch! We’ve done the work for you!

   

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Workshop Development Package
Do you have your design and are ready to develop powerful workshop content? This package includes a comprehensive workbook with:

Resources
- Model for Creating High-Impact Workshops
- Common Pitfalls to Development & How to Avoid them
- Checkpoint Questions for Development Stage

Excercises
- Adult Learning Styles Assessment & Overview
- Develop Your Content and Delivery Methods
- Develop Interactive Excercises
- Create Your Agenda
- Develop Key Takeaway Tools

   

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Workshop-in-a-Box: The Complete Workshop Package
This package includes:

- Set Direction Package
- Workshop Design Package
- Workshop Development Package
- Workshop Evaluation Package
- Workshop Participant Guide Template

   

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STAGE 3: Market & Price

Tips for Pricing Your Workshop & Common Pitfalls to Avoid
Learn some tips to keep in mind and common pitfalls to avoid when pricing your workshop.

   

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Tips for Marketing Your Workshop & Common Pitfalls to Avoid
Learn some tips to keep in mind and common pitfalls to avoid when marketing your workshop.

   

Free Resource

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Finding Workshop Space - Choosing the Right Venue
Securing space for your workshop can be overwhelming. Learn about the different venues available to you and the factors critical to choosing the right space. Also see Workshop Venues for more info.

   

Free Resource

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Workshop Pricing Package
Do you have your foundation and overall delivery format defined? If so, you are now ready to price your workshop. This package includes a comprehensive workbook with:

Resources
- Process and factors to consider when pricing your workshop
- Tips for pricing your workshop and common pitfalls to avoid
- Guide of price ranges based on various types of delivery methods
- Checkpoint questions for Pricing your workshop

Excercises
- Validating the right price
- Needs analysis to validate price

   

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Workshop Marketing Package
Do you have your foundation, overall delivery method and price defined? If so, you are now ready to market your workshop. This package includes a comprehensive workbook with:

Resources
- Step-by-step process for marketing your workshop
- Process and tips for finding workshop space
- Process for creating marketing copy
- Types of marketing campaigns and how to best utilize them
- Tips for marketing your workshop and common pitfalls to avoid
- Example of marketing copy
- List of on-line resources to market your workshop
- Checkpoint questions for marketing your workshop

Excercises
- Securing your Workshop Space
- Creating your marketing copy
- Utilizing the right marketing campaigns

Templates
- Easy-to-use MS-Word Template for Marketing Copy

   

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The Complete Pricing + Marketing Package
This package includes:
- Workshop Pricing Package
- Workshop Marketing Package

   

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STAGE 4: Prepare & Setup

Mentally Prepare for Your Workshop: Key Questions to Ask
Learn the process and key questions to ask to help you mentally prepare for your workshop.

   

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Process & Checklist for Workshop Setup
Comprehensive list to use when setting up your workshop materials and space.

   

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STAGE 5: Deliver

A Successful Delivery: Tips & Common Pitfalls to Avoid
Learn some tips to keep in mind and common pitfalls to avoid when delivering your workshop.

   

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The Workshop Delivery Process
Learn the overall process and stages of workshop facilitation from kickoff to close and the key steps involved in each stage.

   

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Delivering Icebreakers, Energizers and Exercises
Review adult learning styles and how to effectively facilitate interaction that creates a lasting learning experience for attendees. For specific Icebreakers and Energizers, see Design & Develop stage.

   

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STAGE 6: Follow-Up & Evolve

Creating & Administering the Workshop Evaluation Form
Key questions that help you determine the critical components of your evaluation form and tips for soliciting valuable feedback from your attendees.

   

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Finished Your Workshop? Now What?
Reviews how best to assess your feedback and includes a checklist of next steps to take.

   

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Utilizing Feedback to Grow Your Business
Discover ways to provide continued value to your attendees and attract follow-on business.

   

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Workshop Evaluation Package
This package includes a comprehensive workbook with:

Resources
- Key questions to determine evaluation form components
- Tips for soliciting feedback from workshop attendees
- Example of a workshop evaluation form
- How to utilize your feedback for maximum benefit

Exercises
- Creating and administering your evaluation form
- How to objectively review your workshop evaluation

Templates
- MS-Word evaluation form template

   

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