Prepare for Success: COMPREHENSIVE PLANNING Guide
WORKSHOP PREPARATION CHECKLIST
Ensure a seamless experience with our detailed preparation steps, designed to help you organize and execute a successful event.
ONE MONTH PREWORKSHOP
Step 1
WORKSHOP PRECALL
We believe customization elevates the participant experience.
Amy O'Day, Director of Learning Experience, will schedule a virtual precall with your team to meet the instructors, set expectations and confirm logistics.
Together, we will explore ways to add more value to maximize learning.
Step 2
BUILD EXCITEMENT
Your return on investment is determined by how well participants prepare.
We recommend that you schedule a brief 15-minute call with your workshop participants to discuss prework, expectations and engagement recommendations.
Get started with our recommended discussion checklist below.
Step 3
EMAIL PARTICIPANTS
The more participants prepare, the more value they receive from their experience.
Don't worry! We've done the work for you.
To get started, copy and paste the prewritten message into a workplace email. Attach the custom Participant Self-Assessment sent by Amy O'Day.
Step 4
DON'T FORGET
Create a calendar reminder to revist this webpage two weeks prior to the workshop.
We will provide the tools, checklists and email messaging to ensure maximum participant engagement, learning and preparation.
We are committed to ensuring your event is a huge success.
15-MIN DISCUSSION CHECKLIST
1. Clear your calendar! This workshop is highly interactive. Commit to eliminating distractions and fully participate so you get the greatest developmental value.
2. Get comfortable being uncomfortable. Learning new skills and setting them in motion can make anyone feel uncomfortable. Discomfort is the key to growth and enhance your communication and influence skills. Have an open mind and be prepared to try the recommendations offered.
3. Complete your prework. You will receive an email soon that guides you through the required workshop prework. Your instructors will use your responses to create an experience relevant to your day-to-day experience.
PARTICIPANT PREWORK EMAIL COPY
Dear [Participant's Name],
We are excited to have you join a workshop hosted by Stacey Hanke Inc. on [Insert Date] at [Insert Time].
This workshop will polish your communication skills and increase your impact and influence in ALL communication mediums Monday to Monday ®.
Before attending, complete the following prework requirements
1. Download the Self-Assessment attached to this email. Complete the form and return it to me via email no later than [Insert date two weeks before the workshop.]
2. Visit the Participant Prework Webpage. The recommendations provided ensure you are prepared with the best tools and expectations to enhance your experience.
Click here to get started.
Best regards,
[Your Name]
[Your Position]
TWO WEEKS PREWORKSHOP
Step 1
CONFIRM ATTENDEES
Maximize attendance and return on investment.
Your team is busy, and workplace changes are constant. Check-in with participants to ensure their continued availability. Find replacements for those who have last-minute conflicts.
Ensure everyone has a cleared calendar and are ready to learn.
Step 2
REMIND ATTENDEES
Have you received every attendee's self-assessment? If not, we will help you follow up!
Access the email template below. Copy and paste it into a workplace email, then send it to all participants.
Return all completed participant self-assessments to amy@staceyhankeinc.com.
Step 3
CLASSROOM SET UP
Maximum engagement maximizes learning.
Below are two suggested classroom layouts and coaching room set ups. We have also provided a list of required classroom materials and AV needs.
Download the images and checklists below.
Step 4
DON'T FORGET
Create two calendar event reminders.
1. Double-check all participants have returned their completed self-assessments and you have forwarded them to amy@staceyhankeinc.com
2. Revisit this webpage two days prior to the workshop, and let's prepare for event success.
PARTICIPANT PREWORK REMINDER EMAIL COPY
Dear [Participant's Name],
Your workshop is fast approaching and we need your Participant Self-Assessment!
Click here to download the form. Once completed, return the participant self-assessment to me via email right away.
This prework requirement allows workshop instructors to customize the discussion and enhance your learning experience.
Visit the Participant Prework Webpage and get familiar with the workshop recommendations to enhance your learning experience.
Click here to get started.
Best regards,
[Your Name]
[Your Position]
TWO DAYS PREWORKSHOP
Step 1
CONFIRM MATERIALS
Ensure all workshop materials have arrived and are readily available for the workshop instructor's access.
Step 2
DAY-OF CHECKLIST
Confirm workshop space designation, reservation and set up. Ensure workshop learning materials are accessible.
Step 3
SNEAK A PEEK
Explore the workshop toolkit your participants will receive to maximize their learning, accountability and retention.
Step 4
CONTACT SUPPORT
Have last-minute questions or concerns? Contact us. We are here to help you navigate last-minute changes to ensure your success.
POST WORKSHOP FOLLOW UP
Step 1
CREATE MOMENTUM
Accountability increases learner retention.
Email your participants within 48 hours of the workshop to share directions to access the Participant Post Workshop Toolbox.
Copy and paste the text below into a workplace email to get started.
Step 2
WORKSHOP RECAP
Within one week following the workshop, you will receive a workshop recap via email complete with participant progress, learning and instructor insights.
It will include a breakdown of each participant's learning experience, next steps and accountability commitments made during the workshop.
Step 3
ATTEND A POST CALL
Within one month of our scheduled workshop, we will reach out to the buyer/leader of the group to schedule a 30-minute post call.
We will discuss participant feedback and the next steps for continuous practice and ongoing development.
Step 4
ROI FOR LEADERS
We recommend participants continue their development by enlisting the help of their leaders and accountability partners.
Below is a list of steps, tips and techniques shared with participants throughout the workshop to continue their develoment journey.
PARTICIPANT POST WORKSHOP EMAIL COPY
Dear [Participant's Name],
Congratulations on completing your workshop hosted by Stacey Hanke, Inc.
To keep the momentum, Stacey's team has provided you access to their private Participant Post Workshop Toolbox. This webpage contains additional practice tips, accountability reminders and access to the learning tools used throughout your workshop.
Bookmark the link for ongoing access as you continue on your journey.
Best regards,
[Your Name]
[Your Position]