Designing Workshops That Promote Team Learning

Why most workshops fail before they start. It's not the facilitator. It's not the content. It's not the activities. It's what happens before anyone walks in the room. I've seen brilliant facilitators deliver perfect sessions that changed absolutely nothing. And I've seen average facilitators run simple workshops that transformed how a team operates. The difference was never the day itself. It was the design flaw that most people don't think about. Most workshops are designed like this: → Pick a topic → Build an agenda → Choose activities → Deliver the session → Hope something sticks That's an event plan. Not a change plan. The flaw is that the workshop gets designed in isolation. Nobody asks these three questions that determine whether it works: Question 1: "What specific problem are we solving?" Not "team communication" or "leadership development." Those are themes, not problems. → Vague: "We need to improve collaboration." → Specific: "Decisions that should take 2 days are taking 3 weeks because nobody knows who has final sign-off." If you can't describe the problem in one sentence with a measurable symptom, you're not ready to design a workshop. You're ready to design a survey. Question 2: "What will be different on Monday morning?" → Not: "People will feel more aligned." → Instead: "Each team will leave with a written decision-making protocol that names the decision owner for their top 5 recurring decisions." If you can't describe what Monday looks like, the workshop won't work. Question 3: "What happens on Day 15?" The workshop is not the intervention. The workshop is the launchpad. → Who checks in on the commitments made in the room? → What's the structure for accountability? → When is the first follow-up session? If the answer to all three is "we haven't thought about that yet," you're about to spend thousands on something that evaporates by Monday. Here's what a properly designed workshop looks like before Day 1: → A specific, measurable problem to solve (not a theme) → A clear picture of what changes on Monday → A follow-up system designed before the session, not after → Pre-work that gets participants thinking about the problem in advance → A sponsor who owns the outcomes, not just the budget The session itself is the easy part. Anyone can fill 3 hours with activities. The hard part is making sure those 3 hours actually matter 3 weeks later. That's the difference between a workshop and expensive theatre. ___ Save this for later (three dots, top right). Share with friends → ♻️ Repost. Get consultant-grade workshops every Sat → https://lnkd.in/eSfeUapJ

This week, I facilitated a manager workshop on how to grow and develop people and teams. One question sparked a great conversation: “How do you develop your people outside of formal programs?” It’s a great question. IMO, one of the highest leverage actions a leader can take is making small, but consistent actions to develop their people. While formal learning experiences absolutely a role, there are far more opportunities for growth outside of structured settings from an hours in the day perspective. Helping leaders recognize and embrace this is a major opportunity. I introduced the idea of Practices of Development (PODs) aka small, intentional activities integrated into everyday work that help employees build skills, flex new muscles, and increase their impact. Here are a few examples we discussed: 🌟 Paired Programming: Borrowed from software engineering, this involves pairing an employee with a peer to take on a new task—helping them ramp up quickly, cross-train, or learn by doing. 🌟 Learning Logs: Have team members track what they’re working on, learning, and questioning to encourage reflection. 🌟 Bullpen Sessions: Bring similar roles together for feedback, idea sharing, and collaborative problem-solving, where everyone both A) shares a deliverable they are working on, and B) gets feedback and suggestions for improvement 🌟 Each 1 Teach 1:  Give everyone a chance to teach one work-related skill or insight to the team. 🌟 I Do, We Do, You Do:Adapted from education, this scaffolding approach lets you model a task, then do it together, then hand it off. A simple and effective way to build confidence and skill. 🌟 Back Pocket Ideas:  During strategy/scoping work sessions, ask employees to submit ideas for initiatives tied to a customer problem or personal interest. Select the strongest ones and incorporate them into their role. These are a few examples that have worked well. If you’ve found creative ways to build development opportunities into your employees day to day work, I’d love to hear what’s worked for you!

We tried something new with our retreat format this year, and the data confirms it worked! Here's what we learned in France... Quick recap: Instead of sending 10 teams to different cities around the world for "mini-retreats", we brought everyone to one location outside of Paris, but attempted to maintain the focused team time that made mini-retreats so valuable, while also enabling cross-team collaboration. In other words: 95 people. 60+ workshops. 10 teams. 5 days. 1 location = "Team Connect" The outcome: According to our post-retreat survey, after 10+ years of trying various retreat formats, Team Connect just became our highest-rated retreat ever - both for overall experience AND productivity 🚀 Here's what worked well, according to the survey feedback: - Team-first, company-second approach - As opposed to our annual all-hands retreat (Doist Connect), at Team Connect, we worked hard to protect individual team time, which sparked some incredibly innovative conversations at the level where most of the actual work takes place. - 15 flexible meeting spaces - Teams could spread out, regroup, or pull in other teams as needed. The adaptability was key and meant teams got deep work done while cross-functional breakthroughs happened naturally. Product grabbing Design for impromptu sessions, Engineering teams mapping AI wins together, Finance, People, and Ops implementing company-wide workflows in hours instead of weeks, etc... - Structured flexibility - Clear and balanced agenda so everyone knew when they were working with their teams and when they could connect across the org. - Exceptional venue - Le Grand Mello's staff and attention to detail was world-class, and the "live at home" concept with self-serve food, drinks, games, and activities let people recharge however they needed. Big thanks to our friends Jihanne Cory Nathalia at Chateauform and RetreatsAndVenues.com for the hospitality. - Team-specific activities - Macaron workshops, team-vs-team scavenger hunts, sports tournaments, and cultural excursions. The balance between work and time for connection outside the conference room matters. There's a lot more I could share, but in short, the survey data confirms what we felt during the week, so I'm excited to iterate on this concept for future retreats! Here are a few photos from the week 📸 and I'd be happy to answer any questions you have below 👇

Let’s ditch “training notes”. To be honest, even when I was working in-house as part of a large training team, and we had to design training for others to deliver, they were always a bug bear of mine. (Remember the infamous session notes I wrote Emma Gillett which just said for Day 2 “follow the needs of the group??” 😂) Why have a completely standard “this is how we run the training workshop” when every single group is different?? Yes, there are always common themes, barriers and frustrations for leaders (across all industries) Yes, there are typical, helpful interventions, frameworks and tips. But the magic ALWAYS happens when participants focus on their own context. Their unique challenges. When they have chance to air frustrations, be heard, and then work together to overcome them. When they realise they have the choice to make changes and they determine what they’ll be and how they’ll implement them. When you share tips, frameworks that help them solve what they need to focus on - not just what you think fits a brief ahead of time. This DOESN’T happen when we create standard training sessions and expect them to work for everyone. This DOESN’T happen when we throw all the models and theories at people and expect them to work. It happens when you consciously and considerately shape a session around what both the participants need, and the outcomes expected by the business. And flex if it’s not right. When you create the space for discussion, connection and application & facilitate it well. It’s why when I train others to build workshops, I strongly suggest creating an outline plan along with a “Faciliators Treasure Chest”, so you’re not stuck with “one” way to deliver it. I love the challenge that each different workshop brings. Finding out what’s most useful when we’re together and shaping it as we go. Just yesterday, I even ditched the outline plan working with a fab group of Senior Leaders, as it was clear that it wasn’t what was needed and that it wouldn’t work. And the feedback? “Really engaging conversation and input from all members was really valuable. Katy facilitates these conversations fantastically, intervening when we go off topic” “Great to share experiences with peers. The worked examples / practise sessions were really instructive. Katy did a great job of bringing us back on topic whilst still enabling important discussions to take place” “What really worked? You being led by the group and not sticking to a plan if it didn’t work. The practise was short and sweet, allowing plenty of space for discussion and building on what we’d covered in previous workshops with you. A lot of openness and you were comfortable steering us back on topic when required. Powerful take homes from the day” It’s why I don’t have accredited programmes, as none of my workshops will run exactly the same way twice!

Why do some training programs create real transformation, while others fade before the next team meeting? I recently joined Bill Banham on The Voices of the Learning Network Podcast to unpack this question and preview my keynote at this year’s Connect Conference. The answer lies in neuroscience: the brain’s architecture defines how we learn, remember, and apply. When organisations ignore that, even the best-designed programs fail to leave a trace. Listen to the full conversation here: https://lnkd.in/en5cKVFE Overload vs. Effectiveness Many organisations fall into what I call the “efficiency trap.” They design training for the facilitator’s convenience, not the learner’s brain. Our brains don’t thrive under marathon sessions or dense slide decks. They need rhythm, variety, and rest. The science is clear: • Shorter, spaced sessions improve consolidation and memory. • Multimodal design (visuals, discussion, application) keeps engagement high. • Deliberate downtime activates the brain’s default mode network — where meaning forms. It’s not about more information. It’s about designing conditions for real change. Behaviour Change, Not Just Courses Too often, the answer to every performance problem is “build another course.” But knowledge alone doesn’t drive change, behaviour does. Effective learning experiences include: • Experience-based triggers that prompt action. • Social reinforcement to sustain new habits. • Retrieval practice to strengthen recall and confidence. When you shift from course completion to behaviour activation, learning stops being an event; it becomes a habit. Navigating AI and Automation AI brings both opportunity and risk. If we outsource too much thinking, we weaken the neural pathways that make us adaptable and creative. Some guiding principles I shared on the show: • Use AI to augment critical thinking, not replace it. • Design friction points that encourage reflection. • Give early-career learners space to build expertise before automation takes over. AI can enhance learning, but only when we keep the human brain at the center. Whole-Brain Design in Action At Synaptic Potential, we’ve seen organisations transform by embedding neuroscience into learning strategy. One global firm reshaped C-suite culture by introducing neuroscience-based reflection tools that transformed how leaders approached feedback. Another redesigned performance reviews to make them more constructive and less stressful, boosting engagement and trust. These results didn’t come from adding more content, but from aligning with how people actually learn. A Field Guide for Learning That Lasts If you’re in L&D or leadership, your challenge isn’t just to deliver information, it’s to create change that endures. That starts with respecting how the brain learns, consolidates, and grows. Because when we design with the brain in mind, learning doesn’t just stick, it scales.

𝗧𝗵𝗲 𝗞𝗲𝘆 𝘁𝗼 𝗘𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝗧𝗲𝗮𝗺 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗼𝗻 When was the last time you really got to know someone on your team? Not just their job title or their role, but their skills, their passions, and what makes them tick? If you’re like most of us, it’s easy to get caught up in the day-to-day tasks and forget that the people we work with are more than just colleagues; they’re individuals with unique strengths that can add incredible value to the team. Whenever I’m asked to lead a training or workshop on team collaboration, I make it my mission to ensure it’s not just another lecture. Let’s face it: no one wants to sit through a one-sided session where they’re just being talked at. Instead, I focus on making it interactive, engaging, and, most importantly, meaningful. I use tools like Slido to encourage real-time participation and embed videos that tell powerful stories. One of my favorite videos to share is this clip from 𝗧𝗲𝗱 𝗟𝗮𝘀𝘀𝗼 where he talks about the importance of 𝗯𝗲𝗶𝗻𝗴 𝗰𝘂𝗿𝗶𝗼𝘂𝘀, 𝗻𝗼𝘁 𝗷𝘂𝗱𝗴𝗺𝗲𝗻𝘁𝗮𝗹. It’s a simple yet profound message that resonates deeply with teams. Here’s why curiosity matters: when you approach your team members with curiosity instead of judgment, you open the door to understanding. You start asking questions that activate empathy and help you see the value each person brings to the table. For example, have you ever asked a colleague about their hidden talents or skills? These conversations not only build stronger connections but also help align individual strengths with team objectives. As a leader, I know you want to win. But here’s the thing: winning isn’t just about hitting targets or meeting deadlines. It’s about building a team that knows how to collaborate effectively, a team that trusts each other, and a team that feels valued. When your team members feel seen and heard, they’re more likely to bring their best selves to work. And that’s when the magic happens. So, how can you start fostering this kind of collaboration in your team? Here are a few actionable steps: 1. 𝗔𝘀𝗸 𝗯𝗲𝘁𝘁𝗲𝗿 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀. Don’t just focus on tasks; ask your team about their ideas, challenges, and goals. 2. 𝗘𝗻𝗰𝗼𝘂𝗿𝗮𝗴𝗲 𝗰𝘂𝗿𝗶𝗼𝘀𝗶𝘁𝘆. Build a culture where it’s safe to ask questions and explore new ideas. 3. 𝗖𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗲 𝘀𝘁𝗿𝗲𝗻𝗴𝘁𝗵𝘀. Recognize and highlight the unique skills each team member brings. Remember, effective collaboration isn’t just a benefit for the team—it’s a win for you as a leader and for the organization as a whole. When you’re looking for ways to inspire and activate your team to embrace effective collaboration, send me a DM. Together, we can create a culture of collaboration that drives success. Be curious, not judgmental. Let’s start the conversation today. #effectivecollaboration #psychologicalsafety #leadership #inclusion #culturalintelligence

Before designing a workshop, I always ask myself: Where does this group need to go 'from' and 'to'? Understanding their starting point helps me define how I want them to leave the session and what success looks like. Take the Work on Climate community workshop I facilitated a few years ago as an example. This vibrant community—tens of thousands connected via Slack—shared similar goals: transitioning their careers into climate work. Yet many hadn't, yet, developed personal connections in the community. Once I pinpointed their journey's start and destination, I broke down the session using the Kaos Pilots 5E model (guide in the comments 👇🏼). Designing a session that instilled pride in being part of a global movement while fostering personal connections in breakout rooms. With over 200 participants, the energy was palpable. And, I knew the workshop was a success when one participant, inspired by our discussion on how they could continue to support one another, took the initiative to form smaller accountability groups to keep the momentum going. How do you start your workshop design process? Picture: a piece of paper with hand written 5E process outlined with the description FROM Group of passionate individuals committed to finding climate work but not connected to each other. TO a community of individuals who are connected to a handful of others who are on similar paths & feel they belong to a wider movement.

Back in 2017, my team had a simple but powerful ritual. We held "I have a design challenge" meetings, where someone would bring a project they were working on, and we’d workshop it together. These sessions weren’t just about fixing problems. They helped us grow our skills as a team and learn from each other’s perspectives. In 2024, I wanted to bring that same energy to learning designers looking to level up their skills in a fun and engaging way. This time, I turned to Tim Slade’s eLearning Challenges but took a different approach. Instead of just participating, we started doing live reviews of the challenge winners. How It Works One person drives the meeting, screensharing the challenge winner’s eLearning project while recording the session. We pause at each screen and ask two simple but high-impact questions: ✅ What worked well and why? ✅ What would you do differently and why? This sparks rich discussions on everything from instructional design and accessibility to visual design and interactivity. Everyone brings their unique expertise, turning the meeting into a collaborative learning experience. Want to Try It? Here’s What You Need ✔️ A web conferencing tool with recording capabilities ✔️ Adobe Premiere Pro or a transcript tool (optional, but helpful) ✔️ A generative AI tool like ChatGPT, Gemini, or Claude (optional for extracting themes from discussions) After the session, we take the recording and import it into Adobe Premiere, which generates a transcript in seconds. Then, using GenAI, we pull key themes, quotes, and takeaways, turning raw discussions into actionable insights. Why This Works This approach takes learning from passive to interactive. You’re not just seeing best practices. You’re critically analyzing them with peers, learning through feedback, and refining your own instructional design instincts. Would you try this with your team? Have you tried something similar? What worked well? #InstructionalDesign #GenAI #LearningDesign #eLearning #AIinLearning #CourseDevelopment #DigitalLearning #IDStrategy #EdTech #eLearningDesign #LearningTechnology #InnovationInLearning #CustomerEducation

I used to pack my workshops with as many frameworks as possible. Last week showed me why that's exactly wrong. After Conference for Conferences last week, my mind is buzzing with a realization that's reshaping how I design workshops entirely. I've been getting more requests to teach decision-making workshops on Day 1 of team offsites—helping lay the groundwork for strategic conversations that follow. But watching how teams actually interact made me curious: how can I help them build deeper trust and connection while learning to make better decisions, faster? Three insights from last week that are already transforming my approach: 🎯 Start with the transformation, not the agenda: Jenny Sauer-Klein reminded us to center on the "Primary Shift"—what's the from-to experience you want attendees to have? Instead of just teaching frameworks, what if I focused on the transformation from "decision paralysis" to "confident, aligned action"? ✂️ "Writing by erasing" creates more impact: Tucker Bryant's concept hit hard: stop trying to add more and more. What could I intentionally remove from my workshops to create space for what really matters? Sometimes the most powerful tool is subtraction. 🎲 Fun isn't frivolous—it's fertile ground: Watching AI-generated humor, truth-or-dare moments in fireside chats, and opportunities to dance, draw, and sing showed me how play cultivates the psychological safety teams need for real strategic thinking. The shift I'm making: What if decision-making workshops weren't just about frameworks, but about creating the conditions where teams naturally make better choices together? Huge thanks to Jenny Sauer-Klein for curating such a thoughtful experience, and to all the fellow convening nerds who made it unforgettable. What's one thing you'd subtract from your next team gathering to make room for something more meaningful?

If your remote team's in-person gatherings consist solely of happy hours and trust falls, you're wasting your most valuable synchronous opportunity. The pandemic-accelerated shift to distributed workforces has created a peculiar challenge: How do you develop organizational culture and leadership capabilities when your team rarely shares the same physical space? Too often, companies treat their precious in-person moments as purely social functions, missing the chance to combine relationship-building with strategic development. But it doesn’t have to be all or nothing - fun or learning. The most powerful learning experiences happen within a social context where relationships and skills develop simultaneously. We tackled this concept in our custom Executive Education program with Boathouse. The company flew and drove in every single employee to the program, showing their commitment to in-person learning opportunities at every level of the organization. Their program brilliantly interweaves learning across a breadth of areas - from mission and vision exercises to practical communication skills development. Sessions on strategic execution were paired with purpose-driven leadership conversations (led by an actual Apache helicopter pilot, no less). This approach helps distributed teams create a common language that participants can carry back to their virtual environments. Now that team members have returned to their respective locations, they should be able to share intellectual frameworks, problem-solving approaches, and a deeper understanding of how their work connects to broader organizational goals. For virtual companies struggling with cohesion and development, the answer isn't more Zoom happy hours or occasional office visits. It's thoughtfully designed learning experiences that recognize the power of combining relationship-building and professional growth.