Workshops are one of the simplest and most powerful means of quickly exploring and creating alignment on key organizational aspects, so they can be used to define directional elements such as a Mission, Vision and Principles, etc. as well as for Change initiatives during the course of a transformation exercise.
An Executive Workshop is a hugely effective way to engage the leadership team on the change issues and the decision-making process, which leads to stronger commitment to the journey. The Executive Workshop can also educate the leadership team on change management and journey management discipline. The leadership team will use the results of the executive workshop to communicate messages to other stakeholders affected by the change on key decisions and action items.
Facilitating a workshop is more complicated than it looks – the facilitator/planner has to be very clear what are the goals of the workshop, and has to be able to design the attendee mix in such a way that it is both representational of the entire organization, as well as including key ‘influencers’ who can credibly spread the workshop findings within the organization.
- Context from change/planning sponsor
- Objectives and metrics for measuring success
- Design attendee mix – key stakeholders & SMEs
- Prepare process to be followed and materials for use
- Define logistics
- Prepare and distribute pre-reads
- Define note taking templates
- Agree roles and responsibilities
- Facilitate sessions
- Record and transcribe for use in later sessions (if possible)
- Get informal and formal feedback
- Compile recordings and notes
- Analyze and document output against workshop objectives
- Circulate output to attendees
- Prepare final version for sponsor discussion
Development of a climate and readiness for change, an ability to break out of inertia and historical context, either from within or from an external stimulus and crisis.
Creation and dissemination of a clear, well articulated, understood and widely owned strategic intent, purpose and vision.
Alignment of intent with behavior, strategy with operations, rewards, performance measures and structure with intent.
Sample Engagements using Workshops
(The following is a non-exhaustive list of engagements provided as a sample. We do not reveal client names.)
Strategic Plan for a large diversified Indian manufacturer of consumer products such as luggage, toys and furniture. The assignment involved the analysis of the various businesses to assess the long term potential for the group, the development of market strategies and the examination of the downstream functional implications. A series of workshops were facilitated throughout the strategy development process, and were used to ensure alignment of the top leadership team around the final strategy selected.
Corporate Plan for a major media group. As per the brief, the consulting team was required to analyze the environment in which the client organization was functioning, map the strengths and weaknesses of the client’s brands, and suggest brand-specific marketing strategies as per the capabilities of the organization and the overall direction indicated in the Corporate Plan. The validation of findings and the preparation of a list of strategic execution initiatives was done through workshops facilitated by the consulting team.
Business Planning for a large government-owned public transport company in the Sultanate of Oman. The assignment involved developing a marketing and business strategy for the company, assessing the long term business model, and identifying operational weaknesses. The team developed routes, assessed fleet size and composition, and outlined a new organization structure proposed and then validated with business leadership and Ministry of Transport representatives through facilitated workshops.