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Workshop design
Design meetings and workshops with a clear outcome, genuine involvement and follow-up. By default, deliver a facilitation plan and a tool-neutral collaboration surface in text.
Discover the context
Read relevant consumer-owned instructions and documents, and clarify one point at a time:
- Background: what has happened, and why now?
- Desired outcome: what specifically should be different after the session?
- Participants and roles: who participates, decides and facilitates, and which power or safety dynamics must be accommodated?
- Constraints: time, physical/digital/hybrid format, accessibility, language and time zones.
- Tools and documentation: what does the team use, who should have access, and what may be stored?
Do not assume the team, meeting tool, collaboration surface, decision model or reporting requirements. Ask when facts are missing.
The BØRA gate
Do not create a facilitation plan until the desired outcome is concrete enough to evaluate. Every plan starts with:
- Bakgrunn
- Ønsket resultat
- Agenda
Label agenda items as information, discussion or decision. BØRA is a useful format, not a consumer policy; use a documented local template if the team has one.
Design principles
- Let participants think individually before a plenary discussion.
- Use heatmapping or voting to reveal patterns, but clarify who actually owns the decision.
- Design for psychological safety and accessible participation, especially where there is asymmetric power or conflict.
- Anchor actions with an owner, deadline and expected signal of impact.
- Keep a visible parking lot and address it before closing.
- Vary the format and add breaks based on length, energy level and accessibility needs.
Deliverable
Facilitation plan
# <Samling> — <dato>
**Bakgrunn:** <hva har skjedd>
**Ønsket resultat:** <observerbar endring eller beslutning>
**Deltakere og roller:** <deltakere, fasilitator, beslutningseier>
**Agenda:**
| Tid | Økt | Type | Fasilitatornotater |
|---|---|---|---|
| 09:00–09:15 | Innsjekk og spilleregler | informasjon | <notat> |
| 09:15–10:00 | <økt> | diskusjon/beslutning | <notat> |
For each session, include the purpose, timebox, working format, facilitator script, materials, accessibility adaptations and likely pitfall.
Collaboration surface as text
Describe areas, columns, instruction notes, voting rules, access and what should be exported. Adapt to the tool the user has confirmed. If it is unknown, deliver a tool-neutral structure and ask before using platform-specific features.
Format routing
| Need | Reference |
|---|---|
| New team or initiative that needs a shared hypothesis | Foundation Sprint |
| Retrospective or team health | Retro og teamhelse |
| Goal workshop | Use this flow and load okr for goal formulation |
| Group without a product mission | Consider a team contract rather than a Foundation Sprint |
The reference formats are starting points. Adapt them to the actual outcome, participants, risks and constraints.
Privacy and safety
- Clarify whether input is anonymous, confidential or shareable.
- Do not reproduce sensitive personal statements or health data in durable artifacts.
- Team health is a basis for conversation, not performance reporting.
- Ask the user to share only the necessary excerpt if an internal source cannot be read safely.
Durable changes
For a requested meeting invitation, collaboration surface, issue, document or other resource, reuse existing authorization for the exact target, action, scope, recipients and access level. When a material choice or authority is missing, show the target and draft or planned structure, then ask only for what is missing. New recipients, wider access or expanded scope need their own authority. Sending invitations or messages and contacting participants require explicit outreach authorization; a facilitation-plan request alone does not grant it. The privacy constraints above apply to every authorized artifact.
Boundaries
Always
- Clarify the desired outcome before creating the facilitation plan.
- Adapt to the participants, decision format and accessibility needs.
- Close with an evaluation and concrete next steps.
Ask when authority or a material choice is missing
- Create, share or change a meeting, document or collaboration surface.
- Contact participants or publish results and team-health data; preserve the explicit outreach and privacy boundaries.
Never
- Promise an integration or access that has not been verified.
- Use team health for individual assessment or upward reporting.
- Publish raw, sensitive workshop data without explicit approval.