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Can you share tips and tricks for running a corporate workshop?

I'm facilitating quite a few corporate workshops every year and the stakes are getting higher and higher. So I'm wondering if anyone can share some good tips to facilitating a great workshop? As a workshop participant please also share what in a workshop you really like and what you dislike?


Len Green
Title: Performance Improvement Consultant and E..
Company: Haygarth Consulting LLC
LinkedIn Profile
(Performance Improvement Consultant and ERP Strategist, Haygarth Consulting LLC) |


Can you help with information about:
1. Purpose/agenda, e.g. is this a strategy review OR a training session OR a key project initiative?
2. Likely participants, e.g. execs, mid/senior level staff, front line (sales, customer service, shop floor)-numbers, all on site/any remote, domestic or multi-country)?
3. Duration: is it one workshop or a series?

I run workshops with clients for a living, happy to chat offline if you wish. Let me know.


Ernie Humphrey CTP
Title: CEO & COO
Company: Treasury Webinars
LinkedIn Profile
(CEO & COO, Treasury Webinars) |

Anders, it is all about the content and the facilitator. I have moderated well over 50 seminars for CFOs. You need to have content that is relevant and will help all that attend be better at their jobs. Also, an interactive environment is critical. The facilitator is key. It is not easy to create an interactive experience for CFOs. Talk to two of the best and get tips: John Kogan ,CEO, Proformative and Nick Araco, CEO, The CFO Alliance. I am happy to connet you with both.

Topic Expert
Wayne Spivak
Title: President & CFO
LinkedIn Profile
(President & CFO, |

What ever the topic, you'll want the workshop to be engaging. Interactive does not equal engagement.

You want to engage with 90% of your audience. Make the workshop if at all possible fun. Add humor. Add distractions that make people focus because something has changed.

Nothing is worse that a boring (albeit informative) workshop, the loss ratio is too high.

Anders Liu-Lindberg
Title: Regional Finance Business Partner
Company: Maersk Line Northern Europe
LinkedIn Profile
(Regional Finance Business Partner, Maersk Line Northern Europe) |

The next one I am running is in November for Operations Managers on how to save costs for 2016. We ran one last year which wasn't so successful (people were happy with the workshop, but we didn't fill the pipeline). This year we're running 4 workshops in the workshop where I'm pairing up Operations Managers from various geographies to talk about projects which will benefit all of them. I know all the participants (which is not always a good thing) and will have 4 other facilitators facilitating each of the 4 workshops. So there are many moving parts.

We have 2 days and the workshops will run for 2 hours at a time. Then we have various presentations surrounding the workshops.

Chris Shumate
Title: Accounting Manager
Company: Dominion Development Group, LLC
LinkedIn Profile
(Accounting Manager, Dominion Development Group, LLC) |

Corporate workshops are great to be a part of because of the varied content that participants can learn. Congratulations on being asked to present several times in the past and coming up.

While I haven't benefited from a corporate workshop while at my employer, I have presented for the Boys and Girls Clubs of Tennessee at their annual All-Staff Retreat last year and earlier this year.

Something that helped me when I presented to them was to implement their purpose, vision, and other goals into my presentation to show them why what they do matters.

Do the folks you're presenting to in November have specific goals or visions they're aspiring to? If so, I'd say through them into the presentation. If they don't know the company's ultimate goal, and what part they play, then hopefully by the time you're finished they will know the goal and how to use what you present to achieve it.

I allowed for peer-to-peer discussion, even asking if others agree or disagree. I may have been the presenter/facilitator, but I realized I didn't have all the answers. Doing this helped me learn from them, as well as them learning from each other.


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