Library of facilitation techniques

Decision Making & Goal Setting Workshop Activities

Workshop activities focused on decision making, goal setting and implementation. Guide your group through the process of narrowing down ideas and select the best option to execute.
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Letter to Myself

Often done at the end of a workshop or program, the purpose of this exercise is to support participants in applying their insights and learnings, by writing a letter and sending it to their future selves. They can define key actions that they would like their future self to take, and express their reasons why change needs to happen.

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Action Plan Workshop: The Arrow

This workshop aims to help participants define, decide and achieve their goals. By supporting participants to envision where they want to be in a number of years on a holistic level, and defining the steps that will take them there, participants get a clearer picture of the action they need to take.

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3 Action Steps

This is a small-scale strategic planning session that helps groups and individuals to take action toward a desired change. It is often used at the end of a workshop or programme. The group discusses and agrees on a vision, then creates some action steps that will lead them towards that vision. The scope of the challenge is also defined, through discussion of the helpful and harmful factors influencing the group.

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Project Point of Departure

This is a method for individuals and teams to define the structure, direction and first steps of a project. The individual or team works through a set of questions and documents the answers in a sharable digital format. This can either be a “living” document that develops with the project it can be left as just a clear and concise record of the starting-point.

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IDOARRT Meeting Design

IDOARRT is a simple tool to support you to lead an effective meeting or group process by setting out clear purpose, structure and goals at the very beginning. It aims to enable all participants to understand every aspect of the meeting or process, which creates the security of a common ground to start from. The acronym stands for Intention, Desired Outcome, Agenda, Rules, Roles and Responsibilities and Time.

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Dotmocracy

Dotmocracy is a simple method for group prioritization or decision-making. It is not an activity on its own, but a method to use in processes where prioritization or decision-making is the aim. The method supports a group to quickly see which options are most popular or relevant. The options or ideas are written on post-its and stuck up on a wall for the whole group to see. Each person votes for the options they think are the strongest, and that information is used to inform a decision.

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Parking Lot

This is a classic business tool used to keep meetings and workshops focused on track. During discussions, questions will often emerge that are important but not fully relevant to the focus at the moment. These questions or issues are “parked” on a flipchart, to be addressed and answered later. This practice helps ensure that important questions do not get lost and that the group can stay focused on the most relevant things.

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Project Mid-way Evaluation

This method is useful for evaluating a project currently in progress, to see if any adjustments need to be made for the team to work more effectively together. It provides a framework for discussion. Participants focus on the things that are helping and hindering the team process, and create action steps for improvement.

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Project Wrap-up

This session is for members of a team to learn from their experiences on a project, to support each other to improve, and to bring closure to the team. They start by drawing out the high and low points of the project, and use these to move into a discussion about what they have learned. They define some actions that they are going to take into future projects, and support each other by giving feedback to improve their practice.

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Hot Air Balloon

A great tool to kick-off ANY workshop! The hot air balloon is a metaphorical method that aims to identify strengths, weaknesses, external forces, stakeholders and goals all in a simple and well-structured process.

The charm is that you’re not relying on another dull matrix but actually going through an imaginary journey that engages us to think outside of our typical thought patterns. Just gather all participants and collect their input step-by-step in the process.

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Appreciative Inquiry: Root Causes of Success

What made success possible? In less than one hour, a group of any size can generate the list of conditions that are essential for its success. You can liberate spontaneous momentum and insights for positive change from within the organization as “hidden” success stories are revealed. Positive movement is sparked by the search for what works now and by uncovering the root causes that make success possible.

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Stakeholder Analysis

Managing stakeholders can help you ensure that your projects are met with success where others might fail. This activity supports you to identify your project’s stakeholders. It helps you take into account everyone who significantly impacts a decision, or could be affected by it. Identifying who has various levels of input and interest in your projects can help align decisions.