Good preparation is the foundation of a successful workshop. This guide will help you get ready to facilitate with confidence.

Before the Day

1-2 Weeks Before

• Choose your activity: Select a workshop that matches your goals and time constraints
• Review the full content: Read through the entire workshop, including all steps and timing
• Book the space: Reserve a room (or set up a video call) with enough capacity
• Send invitations: Give participants advance notice with date, time, and any prep work

2-3 Days Before

• Gather materials: Collect sticky notes, markers, whiteboards, or digital tools
• Do a dry run: Walk through the workshop mentally or with a colleague
• Prepare templates: Create any worksheets or digital boards you'll need
• Send reminders: Remind participants and share any pre-reading

Materials Checklist

Common materials you might need:

For Remote Sessions

• Choose your platform: Miro, FigJam, Mural, or other collaborative tools
• Set up templates: Pre-create any boards or frames you'll use
• Test technology: Check your audio, video, and screen sharing
• Share links early: Send board access links before the session
• Have a backup plan: Know what to do if technology fails

Day of the Session

1. Arrive early: Set up the room or open the video call 15 minutes before
2. Test everything: Check all technology and materials are working
3. Welcome participants: Greet people as they arrive to build rapport
4. Start on time: Respect everyone's schedule by beginning promptly

Setting the Stage

Begin your session effectively:

• State the purpose: Clearly explain why you're here and what you'll accomplish
• Set expectations: Share the agenda and expected outcomes
• Establish ground rules: Agree on how you'll work together
• Do an icebreaker: Warm up the group if they don't know each other well