How to Conduct a Workshop

Learning how to conduct a workshop is important for educators, business leaders, scientists, and other professionals. A successful workshop provides participants with new skills, information, and a sense of accomplishment. The ideal workshop also provides opportunities for participants to interact and learn actively.

EditSteps

EditPreparing for the Workshop

1. Define the workshop objective. Whether you are teaching a skill, delivering information or increasing awareness, outline the goals of your workshop. What do you want your workshop participants to learn? This analysis may result in a list of specific skills you will be teaching, concrete topics you will cover, or simply a feeling you will inspire in your participants. Think carefully about what you want to accomplish and why it is important.^[1] Some examples of workshop objectives include:
   
   • Learn how to write a persuasive cover letter.
   • Learn how to break bad news to a patient.
   • Learn 5 techniques to get a reluctant student to talk in class.
   • Learn how to create an effective Powerpoint presentation.
2. Decide who your audience is. Will the workshop participants know one another or are they strangers? Will they come in with knowledge about your topic or will they be completely unfamiliar with it? Are they choosing to attend your workshop or is it a requirement for their job training? Answers to all of these questions will affect how you organize your workshop.^[2]
   
   • For example, if your audience already knows each other, you might be able to launch into group activities very quickly. If they are complete strangers, you might need to schedule extra time for icebreakers and introductions.
3. Schedule your workshop for the morning or early afternoon. These are the times when participants are most awake and alert.
   
   ^[3] You want your participants to be fully engaged and aware. If you can, avoid scheduling evening workshops after the workday when everyone is tired and impatient.
4. Publicize your workshop. Pass around flyers, hang up posters, or contact suitable businesses to encourage workshop participation. Having a catchy title helps, as does a brief explanation for why your workshop is important and necessary.^[4] Be sure to include images as well as text in your flyers to catch people's attention.
   
5. Recruit 8-15 participants for your workshop. A workshop is not the same as a large lecture. You want your group to be small enough to ask all their questions, practice their skills, and work together. But you also want your workshop to be large enough to keep things interesting. Ideally a workshop will have 8-15 participants.^[5]
   
   • Sometimes you don't have a choice about your group size. If you have a very large group, find creative ways to make sure the size doesn't become overwhelming. For example, a group of 40 participants could be divided into 5 different break-out groups of 8 participants each. You could also bring in co-facilitators and co-presenters to handle groups that are larger than ideal.
6. Prepare your participants for the workshop. Some workshops require that participants do work well before the workshop takes place. Perhaps they have to study journal articles, write a short story, or read one another's work. If your participants have homework to do before the workshop takes place, be sure that your expectations are clearly stated from the beginning.
   
   • Be sure to set hard deadlines if your students have to submit work to the group ahead of time. Be clear about where and how your students should submit their work. Will they have to give you hard copies, or will you circulate materials by email?
7. Prioritize your goals for the workshop. Most workshops are time-limited. They can be as short as 30 minutes or as long as three days. But no matter what, you will only have a short period of time to impart your knowledge to participants.^[6] Rather than covering absolutely everything in a short amount of time, think about the most important skills, techniques, and information you want your audience to gain. Prioritize those in your lesson plan.
   
8. Prepare a variety of teaching aids. Adults learn in all kinds of ways: visually, orally, through hands-on practice, or any combination of the above.^[7] Remember that you might not know your participants' learning styles ahead of time, so you will want to have a variety of materials prepared. Depending on the topic and objective of your workshop, you might want to prepare paper handouts, audio-visual aids, computer-based lesson plans, and role-playing activities.^[8]
   
9. Prepare paper handouts. Readings, case studies, lists of key terms, and quizzes are all possible teaching aids you might wish to prepare. It is best if you prepare these handouts well ahead of time. That way you can catch typos or errors. Be sure to use a large, easy-to-read font. Give each document a clear label and date so that your participants will be able to use these handouts in the future.
   
   • If you have lengthy readings, consider precirculating these handouts to the group so that they can come in prepared.^[9]
   • If you are handing out numerous documents, consider providing your participants with a folder or binder to keep their papers neat and organized. If you give this workshop often enough, you might even want to compile your materials into a bound book that you give to your attendees.
10. Arrange your audio-visual materials. If you plan to present a slideshow, video clips, or sound clips, you will have to prepare these ahead of time. Test them at home to make sure they are working correctly. Make sure that they are in a format that can be used in your workshop space.
    
    • It is wise to consult with your venue's a/v technicians to make sure that your materials can be presented properly. Not all projectors are compatible with Macintosh computers, for example. And some rooms might not have sound projection. Make sure that your venue can accommodate whatever technology you wish to use.
11. Organize your computer-based materials. If your workshop participants will be expected to complete a computerized quiz or participate in an online discussion forum, you will need to organize these materials ahead of time.^[10] Think about whether your participants will have to bring in their own personal computers or devices, and notify them if so.
    
    • If your participants will be expected to do activities online, be sure to consult with your venue's a/v technician. You will have to make sure that your workshop space is equipped with wireless internet, and you might have to ask for the network's password in advance.
12. Recruit experts, speakers, and assistants. Depending on the topic and size of your workshop, you might want to bring in other team members to facilitate learning. An expert can provide a live demonstration of a new medical technique; a guest speaker might be able to tell a lively anecdote about why your workshop topic is important; and an assistant might be able to help you manage a large group. If you require help from anyone, make sure that you recruit them well ahead of time. The more prepared they are, the better your workshop will be.
    
13. Decide on your group activities. Interaction amongst a group of participants sets a workshop apart from other ways of learning. Brainstorm educational group activities that are suitable to your workshop's objectives. Keep in mind that activities can be done in pairs, small groups, or as a full group. Make sure that you include enough opportunities for every workshop participant to contribute meaningfully to your workshop. Some possible group activities include:
    
    • Debates. Break the workshop into two groups and have each group argue for their position.
    • Think-pair-shares. Ask your participants a discussion question. Have them think about it on their own, discuss their thoughts with a partner, and then share their conclusions with the full group.
    • Question-and-answer sessions. If you have a lot of information to present, include your attendees in the discussion by allowing them to ask questions about the material. You can answer these questions yourself or ask other workshop participants to answer them.
    • Role-playing activities. Assign participants roles to play in order to practice the new techniques they are learning.
    • Brainstorming sessions. Ask your workshop to shout out as many ideas as they can think of. Write them all down on a chalkboard or whiteboard. Then ask your workshop to evaluate what they have come up with.
14. Leave time for breaks. People are more focused on tasks when they have the chance to take short breaks.^[11] They are also more likely to remember what they have learned. Schedule your workshop plan to include at least one 5-minute break per hour of your workshop. This will shorten your time with your participants but will make that time more valuable.
    
15. Resist cramming. Actual activities can often take 10-20% more time than we estimate.^[12] If you think a q-and-a session will last 10 minutes, it might very well last 12 minutes or longer. Build in enough time for each major activity or topic you want to cover. Resist the urge to cram in as much as possible: your participants will feel tired and rushed.
    
    • If you are worried that your workshop will end early, you can always prepare a couple of optional extra activities that will reinforce learning. If you have time for them, great! And if not, no harm done.
16. Secure catering. Workshops take a lot of work and energy. Help keep your participants' energy levels up by providing healthy foods and beverages.^[13] Ideally the costs of these snacks will be covered through participant registration fees or by the organization that asked you to lead the workshop. You should not have to pay for snacks out-of-pocket.
    
    • Try to avoid junk foods. Unhealthy foods might give short bursts of energy but then will cause energy crashes very soon. That will leave your participants bored and tired. Aim for energizing healthy snacks such as fruit, vegetables, hummus, and whole grain breads.^[14]

EditSetting Up the Workshop

1. Arrive early. Leave yourself plenty of time to set up the space and get comfortable in the room. You might have to meet with a/v technicians, caterers, or your team members before your workshop begins as well. Give yourself as much time as you can in case you have to troubleshoot or make last-minute adjustments to your workshop plan.^[15]
   
2. Set up all equipment before participants arrive. Computers, laptops, projectors, and speakers will all have to be fine-tuned in advance. After all, you want your workshop time to be productive: you do not want to spend it fiddling with technology. If you can, see if you can have the venue's a/v technician assist you with the set-up. You might not be familiar with the room's technological capabilities, and an expert might be able to set everything up more efficiently.
   
3. Arrange the chairs in advance. The way you arrange the chairs will depend on the size of your group, the size of the room, and the activities you have planned. Ideally the group will be small enough to sit in a circle or semi-circle: this will help establish rapport and facilitate conversation.^[16] If everyone will need to look at the front to watch video clips or a live demo, perhaps a semi-circle or straight rows of seats is more appropriate.^[17]
   
4. Distribute materials. If you have notebooks or other workshop materials to hand out, place them on the tables or chairs in advance to save time during the workshop. Make sure they are in the correct order and that they are clearly labeled. Other materials you might need to set up in your workshop space include:
   
   • Snacks and beverages.
   • Name-tags and markers.
   • Pens and pencils.
5. Greet participants as they arrive. Arriving early allows you to set up, relax and get to know participants before the start of the workshop. This helps in building relationships with the participants.
   

EditRunning the Workshop

1. Introduce yourself and the workshop. Once everyone is seated, you will have to orient them to your workshop. Be sure to tell them your name and what they should call you. Give a few words about why you should be considered an expert in the topic and what got you interested in it. Explain to your participants what the goal of the workshop is and why it is important. It is also a good idea to give a rough outline of how the workshop will be run so that they can be prepared. Try to limit this segment to just a couple of minutes.
   
   • Even if your topic is a serious one, consider using humor to lighten the mood and get everyone comfortable with one another.
   • Explain to your participants what the materials around the room are and what they should do with them. For example, you can ask people to fill out name-tags, grab a cup of coffee, and make sure they have their handouts. If you would rather that your participants not pull out their readings or laptops right away, you can tell them when those materials will be needed.
2. Begin icebreakers. Ask your participants to introduce themselves. Limit the introductions to a few sentences by asking everyone to answer two or three specific questions, such as their names and what they hope to gain from the workshop. You don't want the icebreakers to go on forever, but it is important that your attendees feel comfortable talking in front of the group.
   
   • You can also ask everybody to break the ice by answering a light-hearted question like "What is your favorite movie?" or "What is your favorite bad song?"
3. Execute your lesson plan. This is when all of your careful preparations can be put into action. Have your outline in front of you, and try to stick to the outline if you can. Feel free to tell your participants directly what you are doing and why. Your lesson plan doesn't have to be a surprise, and your participants might appreciate being told why you've organized the workshop in the way that you did. For example, you might tell them:
   
   • "First we are going to go over our case studies to make sure we understand their nuances. After that, we will divide into small groups to determine an ideal solution to the problem."
   • "We're going to spend some time learning key terms that will be useful to you as you learn this new computer program. After I explain these terms, we'll take a quiz to make sure we are on the same page. After that, we will open things up for discussion."
   • "Please introduce yourself to the person sitting next to you. In a few minutes, you will role-play a counselor-student interaction with your partner."
4. Be flexible. It is good to have a plan for your workshop, but be prepared to alter your workshop's content based on the reactions and experiences of the participants. Build some flex time into your lesson plan so that you can address their questions, concerns, and interests.^[18] You can even provide options for activities that your workshop group can vote on. This will allow you to focus on what really matters and skip over redundant or unnecessary content.
   
5. Use interactive exercises to reinforce information. Always follow up the delivery of information with the reinforcement of that information through some kind of group activity. Interactive group work is a particularly effective method to teach problem-solving techniques.
   
   ^[19] A workshop is not the same thing as a lecture, and you want to honor the thoughts and opinions of your workshop participants. Let them teach each other at the same time that you are teaching them. For example, you can:
   • Deliver information in short spurts and then allow participants to ask questions.
   • Divide participants into groups to complete a task and ask them to report back to the entire group.
   • Show a video clip and then ask pairs of participants to discuss their reactions.
   • Provide advice about how to handle a difficult situation and then ask small groups of participants to role-play the scenario.
   • Have an expert demonstrate a technique and then ask your students to take a collaborative quiz about the technique.
6. Don't talk too much. You do not want to micromanage every stage of the workshop. Your participants might get bored or annoyed.^[20]Keep in mind that a workshop is different from a lecture or a typical meeting: it is a format that thrives on interaction, activity, and group work.^[21]
   
7. Stick to your scheduled breaks. Scheduling breaks helps people assimilate the information and reflect. Let participants know how often they will get breaks and the lengths of the breaks. This allows workshop attendees to plan accordingly for restroom usage, phone calls and other personal needs. Do not skip breaks, even if you are running short on time.
   
8. Switch up activities every 20-30 minutes. Attention spans begin to wane after 20 minutes of the same activity. View this fact as an opportunity for creativity instead of as a problem. Change up your activities, ask your participants to rearrange their chairs, or schedule a break at least once every 20-30 minutes to keep everyone engaged and motivated.^[22]
   
9. Lighten the mood. Even if you are treating a serious topic, humor can be a great way to emphasize information and keep everyone attentive.^[23] Think about ways that you can introduce humor in a responsible, ethical way into your presentations, discussions, and activities. This will also encourage your participants to remain relaxed, alert, and comfortable.
   
10. Maintain a respectful, democratic atmosphere. Make sure that all of your workshop participants are treated equally and respectfully.^[24] This means that any leadership roles (such as group discussion leader) should be distributed evenly across the workshop. Encourage quiet, shy participants to speak. You want everyone to feel heard and respected. Similarly, you do not want a single participant's voice (or your own voice for that matter) to dominate the discussion.
    
11. Be prepared for the unexpected. Most workshops will run smoothly. After all, the participants presumably want to be there and want to learn. However, there might be scenarios where somebody is unwilling to participate or might be insulting to a colleague. Be professional no matter what, and encourage respectful behavior by modeling respectful behavior.^[25] Be clear in what you expect from your participants. If you have a participant who is acting up or trying to bully a colleague, consider speaking privately with that person. Emphasize the importance of what you are teaching, and tell them that you expect adult, professional behavior from them.
    
12. Conclude the workshop with a summary of what they have learned. Explain everything that your participants have learned over the course of the session.^[26] This will help emphasize how far they have come and what new skills they have acquired. Refer explicitly to the objectives you laid out at the beginning of the workshop, and explain how you think the participants have met those objectives. Congratulate your workshop for their hard work and for their new knowledge.
    

EditFollowing Up After the Workshop

1. Get feedback immediately after the session. Design an evaluation form that your participants can fill out in the last few minutes of the workshop. Be sure that you leave them with enough time to comment and consider your questions carefully.^[27] Immediate feedback not only will help you improve your workshop but will also help reinforce the learning your participants have undertaken.^[28]
   
   Good questions to ask include:
   • What is the stated objective of this workshop? Did the workshop meet its stated objective?
   • What activities helped your learning the most? The least?
   • Was the workshop an appropriate length?
   • What workshop materials (handouts, readings, quizzes, etc.) were the most useful? Which ones were the least useful?
   • How have you learned or grown from this workshop?
   • How do you think your colleagues have learned or grown?
   • How would you change this workshop in the future? Any suggestions for improvements?
   • Are there any topics that you would like to take a workshop on?
2. Follow up with the participants a few days or weeks later. Ask workshop attendees if you may contact them in the future for their input. Some people need time to reflect back on their workshop experiences. Following up with workshop participants several days or weeks later might reveal new insights. You can ask additional questions such as:
   
   • How well have you retained the information you learned in the workshop?
   • Do you still find yourself thinking about the workshop?
   • How has the workshop helped you at work? Were there ways it could have helped you more?
   • What materials have you found useful since the workshop? What materials have you thrown away or forgotten about?
3. Schedule a follow-up workshop if necessary. If enough participants are interested in more advanced versions of your workshop, consider scheduling a Part 2. In the follow-up workshop, you can address more of their questions, dig more deeply into the topic, or engage in more advanced versions of the techniques taught in Part 1. Be sure that your follow-up workshop is not too repetitive and that it is suitable for more advanced attendees.
   

EditTips

• Plan carefully, but leave yourself with enough flexibility to change your plans on the fly.
• Gauge your participants' reactions carefully at every step of the workshop. If you are not sure whether they are responding well to your activities, feel free to ask them and get their feedback.
• Be clear about your objectives and about how your activities serve those objectives.
• Technological tools are great, but be sure that you are comfortable using them! If you are nervous about computerized presentations, find an expert to help you or consider another format.

EditSources and Citations

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