How to workshop with clients?

How to workshop with clients?

Running a workshop with clients is an effective way to gather insights, align on project goals, and co-create solutions. Whether you're facilitating a brainstorming session, design sprint, or strategic planning meeting, successful workshops require preparation and clear communication. Here are some key steps to ensure a productive workshop:

2. Prepare a Structured Agenda

Create a detailed agenda that outlines the key activities, discussions, and timeframes for each part of the workshop. A well-structured agenda keeps the session on track and prevents it from veering off course. Share it with participants in advance to set expectations.

3. Engage Clients with Interactive Activities

Workshops are most effective when participants are actively engaged. Use interactive techniques such as brainstorming sessions, group discussions, or hands-on exercises. Encourage clients to share their ideas and feedback to foster collaboration.

4. Facilitate, Don’t Dominate

As the workshop leader, your role is to guide the conversation, not control it. Listen actively, ask open-ended questions, and encourage participation from all attendees. Ensure everyone’s voice is heard and that quieter participants are included in discussions.

5. Capture and Summarize Key Insights

Designate someone to take notes or use a whiteboard to capture ideas and key points. At the end of the workshop, summarize the main takeaways and agree on next steps with your clients. This ensures clarity and accountability moving forward.