Define the components of the Introduction

1. Participant Introductions
2. Administrative items and ground rule (get consensus of rules)
3. Present the agenda and process steps
4. Present the workshop purpose and deliverables
5. Ice breaker/group activity

 Identify the Agenda Activities

1. Tasks, scripts, questions needed to facilitate the step and identify the type of group interaction.  An agenda activity should feed to the next step on the agenda.  An agenda activity should consist of:

·         Steps/tasks and focus questions

·         Inputs for the activity

·         Techniques used

·         Deliverables wanted from the activity 

What are the step inputs?  Identify the templates, seed material and draft models being used for the step.

Closure

1. Review the issue list- assign dates and people to follow-up
2. Recap and Next steps- Ask the PM to review what’s next and thank everyone
3. Workshop Evaluation- use a written evaluation form or do a process check (pluses and deltas of the session)

 Sample Session Agenda:

PROJECT PLANNING WORKSHOP

·        INTRODUCTION

·        DESCRIBE THE CURRENT ENVIRONMENT

·        DEFINE BUSINESS OPPORTUNITIES

·        DEFINE THE OBJECTIVES

·        DEFINE REQUIREMENTS

·        DESCRIBE THE CONSTRAINTS

·        PRIORITIZE THE REQUIREMENTS

·        NEXT STEP AND RECAP