Facilitator Guide

FusionTalk

Anouck and Steve recount their experience running a SharePoint strategy, governance, and structure workshop, sharing their insights on a successful approach to preparation, delivery, and follow-up.

The first step in their process is preparation. They emphasize the importance of carefully planning the workshop's length, taking into account breaks, meal times, and enough flexibility to accommodate any unforeseen delays. Choosing the right participants is also critical. The attendees should represent a mix of strategic, operational, and user perspectives, ensuring a comprehensive discussion while avoiding overcrowding or redundant roles. Defining clear objectives is another essential element, as it sets the tone for the workshop and provides a “definition of done” to ensure success. Anouck and Steve also highlight the value of combining brainstorming and focused sessions, which encourages creativity while maintaining direction. Additionally, they advocate for conducting workshops offline whenever possible, as this minimizes distractions and fosters deeper engagement from participants.

Once the groundwork is laid, the delivery phase begins. Here, the use of tools like post-it notes plays a pivotal role in fostering mobility, engagement, and visual clarity. A flexible agenda, often inspired by agile methodologies, keeps participants aligned with the workshop’s goals while allowing room for spontaneous discussion. Throughout the session, Anouck and Steve stress the importance of fostering open communication and encouraging out-of-the-box thinking. Keeping the mood light and incorporating humor can also make the process more enjoyable and productive for everyone involved.

Finally, follow-up is key to turning the workshop’s insights into actionable outcomes. An immediate recap should be shared within 48 hours, summarizing the key points discussed and outlining action items. Visual documentation, such as detailed photographs of post-it layouts, ensures no detail is lost. These insights should then be translated into actionable tasks with clear timelines. Gathering stakeholder feedback is equally important, as it helps refine the process and ensures that the outcomes align with the participants' expectations and needs.

Anouck and Steve's method demonstrates how thoughtful preparation, dynamic delivery, and effective follow-up can transform a workshop into a meaningful and impactful experience.