Universal template for effective workshops

The #1 reason I see workshops fall short is due to lack of preparation.

So I’m sharing my go-to template for running any type of workshop effectively. This template has been rigorously tested through dozens of workshops—everything from simple design ideation to strategic influence activities.

I promise you this template with significantly level up your approach…

Why is this useful?

• Prevents the #1 cause of failed workshops: lack of preparation
• Helps you get stakeholder alignment before the workshop starts
• Makes expectations, scope, and value crystal clear to everyone involved
• Saves you time by giving you a reusable, battle-tested structure
• Reduces last-minute chaos and uncertainty for both facilitators and participants
• Works for any type of workshop — from quick ideation to strategic planning
• Builds trust and credibility with your team through intentional planning

What you get

Copiable Notion - You'll be able to copy the template as many times as you need, forever.

Expert examples - I've included some examples of how to fill in each section to show you "what good looks like"

Who's this for?

ux/product designers mid-level and above, product managers, ux researchers