Library of facilitation techniques

Planning Workshop Activities

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26 results
Gamestorming methods

Building partnerships

The partnership canvas is a tool that enables visualization of current and/or future partnerships. It can also be used for early testing of the value creating potential of a partnership between two partnership candidates.

Gamestorming methods

Manage What You Measure

Measures of success vary across an organization. Executives concern themselves with company-wide Objectives involving Revenue, Cost, Profit, Margin and Customer Satisfaction.

Further down the org chart, management and individual contributors rate performance against more detailed Key Performance Indicators (KPIs) tracking customer behavior: a product manager may measure app downloads, or number of shopping cart items per visit. These customer behaviors clearly affect the larger corporate Objectives, but how? and which have the most impact?

Robert from SessionLab

Establish next quarter's Rocks

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.

Liberating Structures

Talking with Pixies

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.

Creative Commons Methods

Seeds

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.”

Liberating Structures

Future-Present

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.