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Workshop
A means to gather qualitative information from a group of people within an organization.



Purpose a Workshop
Included below are some of the merits/values ofa workshop:


Types of Workshop
Listed below are some of the different types of workshops, each of which has its own corresponsding process.
  • Current State Analysis Workshop
  • Future State Visioning Workshop
  • Risk Workshop
  • Level of Service Workshop
  • Strategy Workshiop


Applications of the Workshop
Listed below are some of the primary applications of workshops:


Selecting Participants
Listed below are some guidelines for determing the quantity and profile of persons to attend a workshop:

  • The limiting size/capacity of the venue(s) - seating, etc.
  • The number of core team members
  • The need for a sample from both a vertical and horizontal cross section of the organization
  • The theme of the workshop session(s) - requiring subject matter experts
  • The number of separate workshop sessions
  • The time of day of the workshop session(s)
  • The geographical distribution of the attendants - ie. how far do they need to travel
  • Individuals who are engaged and will share their thoughts and opinions
  • Pay special attention to any department or individuals who may be feeling disenfranchised or struggling with an understanding of the project objectives
  • The simultaneous demands of other projects/programs occuring during the workshop session
  • The number of staff on vacation at the time of the workshop
  • Check with the project sponsor for their suggestions



Process/Procedures
Included below are some of the key steps in conducting an effective workshop:

      A.  Before the Workshop
  • Determine who will be the workshop facilitator
  • Identify the organization's knowledge resources
  • Workshops are best served by staff who have experiential knowledge.
  • Determine the appropriate cross-section of participants (horizontal and vertical cross-sections)
  • Establish a convenient date
  • Do any necessary research about the organization and/or department
  • Compile the workshop materials - poster boards, dots, etc.
  • Gather the people
       B.  Morning of the Workshop
  • Set up the room (chairs and tables) in the appropriate arrangement
  • Check AV is working properly
  • Check HVAC is working properly
  • Confirm safety evacuation procedures and washrooms
      C.  During the Workshop
  • Introduce the participants
  • Confirm the target outcomes (purpose) of the workshop
  • Conduct icebreaker activity
  • Establish the rules of the workshop (cell phones, etc)
  • Conduct the workshop activities
  • Elicit their tacit knowlege
  • Communicate the knowledge
  • Debriefing
       D.  After the Workshop
  • Analyze the results
  • Share the results
  • Act upon the results


Workshop Techniques
Listed below are some common facilitation techniques that are used at workshops
  • Post-it notes
  • Coloured dots - dotmocracy
Workshops help to elicit qualitative data within the organization
Fig. Workshops help to elicit qualitative data within the organization, such as weightings for decision criteria.



Making inevitable trade-offs and finding consensus with different stakeholder groups
Fig. Making inevitable trade-offs and finding consensus with different stakeholder groups.



The journey to asset management maturity may sometimes feel like a maze
Fig. The journey to asset management maturity may sometimes feel like a maze. Workshops can help clarify the journey.


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Fig. A workshop may sometimes feel like a knot that needs to be untied. Workshops can help unravel knots.


ISO 55000 ISO 55001 - It all starts with people
Fig. It all starts with people.

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