Workshop Facilitation Handbook: A Step-by-Step Approach

This is a guide to workshop facilitation, designed for workshop facilitators of all levels in every industry. The workshop facilitation handbook combines the best elements of Kaizen events, continuous improvement events, problem-solving sessions, and process improvement events into an efficient and effective approach.

This handbook provides guidance through a simple seven-step approach called SUCCESS - Step One: Set-up the Workshop Charter; Step Two: Understand the Logistics; Step Three: Create the Team; Step Four: Clarify the Roles and Responsibilities; Step Five: Execute the Workshop; Step Six: Share Status of Workshop; Step Seven: Salute the Team. Employing this seven-step approach results in successful workshops, which achieve goals, objectives, and deliverables.

With the purchase of this handbook, you are eligible to receive a complementary MS Excel® file, which contains the templates referenced in these chapters.

Rod Baxter, principal of Value Generation Partners, is author of Operational Excellence Handbook and the SUCCESS Series of handbooks. In his career, he has led operational excellence, transformation, and value generation journeys with small to Fortune 500 global companies – representing service, health care, manufacturing, and higher education. Through these experiences, he traveled the globe, facilitating improvement initiatives with colleagues and teams in Europe, Asia, Middle East, and the Americas. As a Value Generation Partner, Rod is a workshop facilitator and content specialist.