Behind the Scenes of Facilitation: Workshop

This project was all about pulling back the curtain on great facilitation. Our consultants were brilliant at their work but hadn’t had the chance to lead in-person client workshops before. Over two full days (16 hours total), we created a space where they could practice, explore, and build confidence while experiencing what great facilitation really feels like. 

My Role

As the Learning Strategist, I designed the full learning experience, shaping everything from the session flow to each hands-on activity. I also created a 75-page companion guidebook filled with prep checklists, reflection prompts, and facilitation tips that learners could revisit whenever they were preparing for their next client session.

This was a collaborative effort through and through. I worked closely with our CEO, VP of Innovation, and a UX designer who served as my partners and co-facilitators. Together, we balanced structure and creativity to make sure the experience was engaging, practical, and full of real-world insight.

My Approach

My goal was to make learning feel like an experience, not an event. Every part of the training was designed to model the kind of facilitation we wanted participants to bring to their clients. It was interactive, conversational, and full of small “aha” moments that connected the dots between what we were doing and how they could do it too.

Before the training, participants completed a short self-assessment to reflect on their facilitation skills. We used their responses to focus on the areas where they needed the most support. Afterward, they took the same survey again to see how their perspective had shifted. It was fascinating — some people rated themselves higher, and some rated themselves lower as they discovered what they didn’t know before. That reflection showed real growth and awareness.

To keep the learning going, I created Slack channels for each cohort. They became lively spaces where participants shared ideas, questions, and success stories as they put their new skills into practice.

The Outcome

The results were so encouraging. Consultants began leading more client workshops, and they did it with genuine excitement and confidence. They saw how valuable it was to be onsite with clients, and that energy translated into stronger relationships and higher customer satisfaction scores.

The companion guidebook and Slack channels continued to support the learners long after training ended — turning a two-day workshop into an ongoing community of practice.