Workshop Facilitation Checklist

14 items · Productivity · Medium difficulty · 1 hour

Plan, run, and follow up a one-hour workshop with confidence.

• Define clear learning objectives

  Write 1–3 measurable outcomes participants should achieve by session end.

• Identify participant needs and prior knowledge

  Use registration info or a quick pre-survey to tailor examples and pace.

• Draft a timed agenda with a 10% buffer

  Allocate time for intro, activities, Q&A, and transitions; add a short buffer.

• Choose a warm-up or icebreaker

  Pick a short activity that builds safety and relates to the session goal.

• Design 2–3 interactive activities

  Include purpose, step-by-step instructions, materials, roles, and timing.

• Prepare slides and handouts

  Keep visuals simple; create editable files and one-shareable PDF for participants.

• Write facilitator prompts and transitions

  Draft guiding questions, segues, and key messages for smooth flow.

• Assign facilitator roles (timekeeper, notetaker, tech support)

  Clarify responsibilities and backup plans before the session.

• Test all tech and platform features

  Check audio, video, screen sharing, recordings, breakout rooms, and links.

• Set up the room or virtual space 15–30 minutes before start

  Arrange seating, test microphones/cameras, and open the meeting link early.

• Send pre-session materials and reminder

  Share agenda, pre-reads, access links, and a 24–48 hour start-time reminder.

• Plan Q&A flow and a 'parking lot' for off-topic items

  Decide when to take questions and how to capture side discussions for later.

• Collect participant feedback and share resources within 48 hours

  Send recording, slides, key notes, and a short feedback survey link.

• Review outcomes and update materials

  Debrief with co-facilitators and revise slides/activities based on feedback.

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