Planning Workshop Activities

This game is most probably the most simple collaborative cost benefit analysis ever. It is applicable onto subjects where a group has expert knowledge about costs and/or benefits.

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?

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.

A great tool to kick-off ANY workshop! The hot air balloon is a metaphorical method that aims to identify strengths, weaknesses, external forces, stakeholders and goals all in a simple and well-structured process.

The charm is that you’re not relying on another dull matrix but actually going through an imaginary journey that engages us to think outside of our typical thought patterns. Just gather all participants and collect their input step-by-step in the process.

A SWOT Analysis is used in project planning, strategic planning and other processes where agreement is needed about the current situation of a project, team, department or organization. It stands for Strengths, Weaknesses, Opportunities and Threats.

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.

This is a simple method to prioritize actions as part of an action planning workshop, after a list of actions has been generated.

This technique helps to create a historical timeline for your organization with the collective work of your group members.

This activity can be a stand alone workshop or part of a planning workshop.

Evaluate the factors that will either support or hinder a change in an organisation or entity. 

This process is used to prioritize certain factors among others. It is also referred to as identifying the "critical few" that play a significant role in whatever issue is being examined.

Determine the gap between the present situation and a desired future state