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Workshop Planning

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Facilitating Effective Agile Workshops
SMART Objectives
Workshop Planning

The course is part of this learning path

Workshop Planning

Course Description 

Great prep is a key part of effective workshop facilitation. This module introduces you to some of the things you need to be thinking about while prepping for a workshop.  

Learning Objectives 

The objectives of this course are to provide you with and understanding of: 

  • What the SMART framework is 
  • How to set SMART objectives 
  • Key elements of the workshop planning process 
  • How to create strong workshop agendas 

Intended Audience 

This course is aimed at Scrum Masters who want to improve their individual knowledge of facilitating workshops in service to their Scrum team and their wider organization  

Prerequisites of the Certifications 

There are no specific pre-requisites to study this course 


We welcome all feedback and suggestions - please contact us at qa.elearningadmin@qa.com to let us know what you think. 


When it comes to facilitating a workshop, the devil is often in the detail of the prep you've done for it. Even if you are amazing at facilitating workshops, if you haven't planned for it properly, you can end up wasting a lot of people's time. So what are some of the things you should be thinking about and planning for if you want to have a really successful workshop? Always start off by thinking about the topic of the workshop. What's up for discussion? Do you need an SME present and how can you break it down into small manageable chunks? Next, who's your audience? What is their knowledge base? How many people will be involved? What do they need? When will they take breaks? Are there any safety and security risks? Will you provide refreshments and what resources do they need, et cetera. How big will the workshop be? You need to think about the layout of the space, break out areas, desk space, seating and space to move around. Of course you'll need a strong agenda. Consider the start time and duration, capacity, if the building will be open or not, who will open it and cleaning up when you're done. You should also have a clear idea of the purpose of the workshop. For example, if the purpose is decision-making are the right people in the room? Last up, do you need a presentation or not? How are you going to establish the purpose of the workshop to everyone who's attending? A presentation that's too long and it's not a workshop. But if it's too short, the workshop could fail. There are a few other things you can do when prepping for a workshop. Make any useful materials attractive to use, as this can help keep everyone engaged. Don't assume that everything you need will be provided. Bring everything you need yourself. Last up, create an evaluation form. You can use this to get feedback so that you can learn, grow, and improve as a facilitator. And that's all for this video. You can almost never be too prepared for a workshop. Taking the time to make sure that you have the workshop planned out is often the difference between a successful and a failed workshop. As the facilitator, it's your role to make sure that the workshop brings as much value as possible. So take as much time as you need to prep for every workshop.

About the Author
Learning Paths

Tony has over 20 years’ experience in Business Development, Business Change, Consulting, and Project/Program Management working with public, private, and third sector organizations.

He has helped organizations to design and create processes and procedures to align ways of working with corporate strategy. A highly motivated and detailed solution provider, utilizing a wide range of methods and frameworks to provide structure whilst promoting creativity and innovation.

As a confident and self-motivated professional with excellent communication skills, Tony is able to bring people together and get them working as a team quickly.

Tony is an Agile and Scrum trainer with a vast knowledge spanning IT Systems, Business Change, Program and Project Management. With excellent presentation skills and a solid background, he ensures that all clients gain maximum benefit from his training. He has successfully guided those new to the industry through their initial training, helped experienced staff as they progress in their careers, and worked at the director level advising on best use and practice, as well as tailoring courses to fulfil the exact needs of clients.