How we do it

Step 1 – aligning expectations

We start with asking what, when and how? What is the answer the workshop is looking for, when does that have to be done and which data, content and exercises do we need to find the answer? At that point, we will have an idea of who the ideal participants in the workshop would be – and it is not always what you expect.

We will bounce the agenda with you until everyone is happy with the setup. Usually, we see that pretty complex strategic challenges can be solved in one or two workshops of four hours each. Intensed, but efficient.

Step 2 – research and preparation

Thourough research and data collection is essential to be able to make informed decisions in the workshop. We see that some basic business intelligence, competitive analysis and internal surveys often are important, but it is obviously depending on what answers we are looking for. In connection to the research phase, we take another look at the agenda and evaluate whether there is need to revise it.

Step 3 – the workshop

The actual workshop is based on active participation of all members of the workshop. Our exercises are built to include everyone and structure and cluster all input. We have both exercises and moderated discussions within the agenda frames. The knowledge is yours but we support in formulating it and adding the external perspective. We also push with tough questions and strive for all decisions to have buy-in from the full workshop group.

Step 4 – reporting

After the workshop, we conclude, summarize and follow up. Which decisions were made? Do we have any follow-ups? How do we handle that? The outcome is a workshop report that can work as a strategy or plan, depending on the workshop subject.

Step 5 – making it happen

In the execution phase, we arrange the project kick off and then form an advisory function which continuously supports the internal Project Manager. In some cases, we  take on the project management role.


We recommend two participants from our side, one that faciliatates, leads, pushes decisions and keeps track of time and one that documents and works as bouncing partner and idea generator. That gives our client’s team the opportunity to be fully engaged in the process instead of focused on taking notes.

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