Overview
Great workshops depend on clarity, momentum, and a path to actionable next steps. This template equips facilitators with a proven structure that keeps clients engaged while capturing the insights needed to shape strategy, solution design, or implementation plans.
When to use this deck
- Beginning a new consulting engagement and want to accelerate discovery in a single session.
- Bringing cross-functional stakeholders together to ideate or prioritize under time pressure.
- Running design sprints or quarterly planning sessions that need both inspiration and rigor.
What’s inside the template
- Opening slides to confirm goals, roles, norms, and collaboration tools before work begins.
- Problem framing section with data points, personas, and journey touchpoints to build empathy fast.
- Six reusable activity canvases for mapping current state, ideating solutions, scoring opportunities, and sequencing next steps.
- Built-in timers, facilitation tips, and instructions you can adapt for hybrid or virtual sessions.
- Live synthesis pages for capturing commitments, owners, and follow-up communications.
Data & materials to prepare
- Pre-read briefs, research snippets, and relevant artifacts that shorten ramp time.
- Access to whiteboard tools or ML Clever’s interactive modules if you plan to capture inputs digitally.
- Clear definitions of success metrics, guardrails, and known constraints to guide ideation.
Customization tips
- Duplicate activity canvases to create breakout team boards, then merge insights into the synthesis slide.
- Embed short video prompts or customer quotes to spark discussion at critical moments.
- Tie the commitment slide directly to your project tracker or CRM so actions are logged instantly.
Related playbooks
Use the Consulting Business Proposal Deck once the workshop yields a clear engagement path, and maintain momentum with the Consulting Executive Summary Deck for recurring updates.
