Ten key factors to running a successful strategy workshop
Here is our top ten list of things to keep in mind when you are planning for a strategy workshop.
-
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.