When planning a strategy workshop, there are a number of things to prepare to facilitate a successful session. I made myself a planning guide, material list, and equipment list in order not to prepare from scratch every time. I thought this information could benefit you, too.
See below for downloadable and printable shopping and preparation lists.
Planning Guide
14-Step Strategy Workshop Planning Guide
Planning for a strategy workshop can be daunting. However with this 14-step checklist, you'll set yourself up for success. Download the printable checklist using the "download" button and read the accompanying detailed planning article here.
Material List
Flip Charts
Tape
Blu-Tack
Sticky Notes
The facilitator's secret weapon! Bring lots of sticky notes in different sizes and colors. Great for brainstorming. Square, medium sized notes work best (3x3 in or 10x10 cm).
Markers
Blank Paper
Other Materials
Equipment List
Projector / LCD Screen
Having a projector or LCD screen in the workshop venue allows for on-screen presentations or information sharing. If you are renting an offsite meeting room, check with the venue whether they one available.
Computer / Notebook
Even if I like facilitating using flip charts, sticky notes, and markers, it's good to have a notebook in the room for on-screen presentations or file-sharing.
Extension Cords
Just to make sure you have power where you need it. Your participants will thank you for it! Check with the venue if they have any.
Adapter Cables / Connectors
Don't you just hate it when you cannot connect to the projector because you don't have VGA, HDMI, etc.? Make sure you have the right adapter just in case.
Flip Chart Stands
Plan for having at least 2 flip chart stands in your meeting room. That way you can use them for facilitation in the big group and in breakouts.
