Planning Workshop Activities

A step-by-step process to help teams align on their plans and set focus for an upcoming period - in this case, setting Objectives (Rocks) and Key Metrics for quarterly planning.

A collaborative prioritization framework where teams apply the RICE scoring model (Reach, Impact, Confidence, Effort) to evaluate and rank ideas, projects, or initiatives.

Uncover and challenge the hidden beliefs, assumptions, and internal voices that are limiting progress toward an important goal. In small groups, one person shares a personal or professional challenge while two others play contrasting “pixie” roles – one advocating for change and possibility and the other representing resistance and caution. Through this playful exchange, participants surface unconscious assumptions, explore opposing perspectives on risks and opportunities, and gain clarity on how to move forward. This structure helps reveal internal barriers, generate new insights, and support more informed action planning in individual and group settings.

Seeds begin to shape what emerges during a time of silence and reflection. Seeds are small personal notations, but they hold the potential for deep change. This practice is especially useful after a process of Guided Journaling as a way of identifying what resonated most strongly from the “field of the future.”

Notice threads in the present that if tugged on might unravel a more attractive future. Identify how the hints of a more ideal future are present, just not widely distributed yet. Participants can notice small changes, support structures, and local success patterns that have the potential to be scaled up to a global transformation. This includes surfacing strategies to overcome resistance and methods to spread early successes. Future~Present does not produce a plan to be implemented but rather builds momentum, imagination, social proof, and confidence in subtle or incremental signals. This builds capacity to actively shape next steps and pounce on opportunities.

Perfect Day is a reflective writing exercise that helps participants visualize and design their ideal future lifestyle.
By imagining a single “perfect average day” five years from now, they explore what truly makes them happy & what is important to them across work, relationships, health, and adventures.

This activity guides participants to dream big without limitations.
The outcome is a vivid, detailed description of a day that reflects their most authentic, joyful life.