Workshop Agenda Template for a Half-Day Working Session
Use this workshop agenda for a three-hour working session where a group of 8 to 20 people has to leave with a decision or a plan. Each block has an exercise, a time, an owner and an example, so you can run it as written or adapt it.
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Workshop agenda: the template
Eleven blocks cover a 180-minute workshop from warm-up to commitments. The example entries follow one workshop on redesigning a customer onboarding process.
Workshop agenda
- Workshop title: [Title]
- Goal: [One sentence: what the group will have at the end]
- Date and time: [Date, start and end time]
- Location or link: [Room or video link]
- Facilitator: [Name]
- Co-facilitator or scribe: [Name]
- Participants: [Names, roles, teams]
- Pre-work: [Reading or data to review beforehand]
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0:0010 minWelcome, goal and ground rules
State the goal, what the output looks like and the rules: phones away, one conversation at a time, decisions by the named owner.
ExampleBy 12:00 we will have a three-step onboarding flow and one owner per step.OwnerFacilitator -
0:1010 minWarm-up: current state in one word
Each person gives one word or number for how things work today. Write them on the board without comment.
ExampleWords on the board: slow, manual, confusing, inconsistent. Two people said 'fine'.OwnerFacilitator -
0:2020 minPresent the problem and the data
Five slides at most. Show the facts the group needs to decide, then stop and take clarifying questions only.
Example41 percent of new accounts stall at step 3. Median time to first use is 9 days.OwnerSubject lead -
0:4030 minExercise 1: map the current process
Small groups of four map the steps on a wall or shared board. Mark delays, handoffs and where people drop out.
ExampleGroup B finds a manual approval that adds two days. Marked in red.OwnerFacilitator -
1:1010 minBreak
Hold to the time. Use it to photograph the boards and to cluster similar notes.
ExampleBack at 10:35. Photos saved to the shared folder.OwnerCo-facilitator -
1:2030 minExercise 2: generate options
Each group writes three ways to fix the biggest delay, quietly and alone for five minutes, then shares. No criticism yet.
Example12 options. Includes auto-approval under a set threshold and a welcome call for large accounts.OwnerFacilitator -
1:5025 minVote and shortlist
Give each person three dot votes. Discuss the top three options against cost, effort and risk.
ExampleTop three: auto-approval, welcome checklist, in-app tour. Effort scored 1 to 5.OwnerFacilitator -
2:1520 minDecide and assign owners
The named decision owner picks the option and any conditions. Record the decision exactly as stated.
ExampleDecision: ship auto-approval for orders under a set limit, owner Dana, test by 15 Nov.OwnerDecision owner -
2:3510 minRisks and open questions
List what could stop the plan, and who will find out. Park anything that needs a separate meeting.
ExampleRisk: finance sign-off on the threshold. Mehmet checks by Friday.OwnerScribe -
2:4510 minCommitments and next steps
Each person states what they will do and by when. Scribe reads the list back.
ExampleDana drafts the policy, Lee updates the form, Priya sets up the weekly metric.OwnerFacilitator -
2:555 minFeedback and close
Ask each person for one thing that worked and one to change. Say when the output document will arrive.
ExampleSummary with photos and action list sent within 24 hours.OwnerFacilitator
Action items
| Task | Owner | Due |
|---|---|---|
| Type up the board photos and decisions into one document | Scribe | [Date, within 24 hours] |
| Draft the approval policy and send it for sign-off | Decision owner | [Date] |
| Book a 30-minute check-in two weeks after the workshop | Facilitator | [Date] |
Copy-ready agenda text
Paste this into Google Docs, Word, Notion or an email. Replace anything in [brackets].
WORKSHOP AGENDA
Workshop title: [Title]
Goal: [One sentence: what the group will have at the end]
Date and time: [Date, start and end time]
Location or link: [Room or video link]
Facilitator: [Name]
Co-facilitator or scribe: [Name]
Participants: [Names, roles, teams]
Pre-work: [Reading or data to review beforehand]
TIMED AGENDA (180 minutes)
0:00 Welcome, goal and ground rules (10 min) | Owner: Facilitator
State the goal, what the output looks like and the rules: phones away, one conversation at a time, decisions by the named owner.
0:10 Warm-up: current state in one word (10 min) | Owner: Facilitator
Each person gives one word or number for how things work today. Write them on the board without comment.
0:20 Present the problem and the data (20 min) | Owner: Subject lead
Five slides at most. Show the facts the group needs to decide, then stop and take clarifying questions only.
0:40 Exercise 1: map the current process (30 min) | Owner: Facilitator
Small groups of four map the steps on a wall or shared board. Mark delays, handoffs and where people drop out.
1:10 Break (10 min) | Owner: Co-facilitator
Hold to the time. Use it to photograph the boards and to cluster similar notes.
1:20 Exercise 2: generate options (30 min) | Owner: Facilitator
Each group writes three ways to fix the biggest delay, quietly and alone for five minutes, then shares. No criticism yet.
1:50 Vote and shortlist (25 min) | Owner: Facilitator
Give each person three dot votes. Discuss the top three options against cost, effort and risk.
2:15 Decide and assign owners (20 min) | Owner: Decision owner
The named decision owner picks the option and any conditions. Record the decision exactly as stated.
2:35 Risks and open questions (10 min) | Owner: Scribe
List what could stop the plan, and who will find out. Park anything that needs a separate meeting.
2:45 Commitments and next steps (10 min) | Owner: Facilitator
Each person states what they will do and by when. Scribe reads the list back.
2:55 Feedback and close (5 min) | Owner: Facilitator
Ask each person for one thing that worked and one to change. Say when the output document will arrive.
ACTION ITEMS
Task | Owner | Due
[Task] | [Name] | [Date]
How to run this meeting
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Write the output first
Before building the agenda, describe the exact thing the group will hold at the end: a ranked list, a decision, a plan with owners. Pick exercises that produce it and drop the rest.
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Keep talking blocks under 20 minutes
Workshops fail when presenters take the room. Cap presentations at 20 minutes and move people into exercises where they work with each other.
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Use a scribe, not the facilitator, to record
The facilitator cannot guide a group and write at the same time. Name a scribe, or record the session, and photograph every board before the break.
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Protect the decision block
If the schedule slips, shorten the exercises, not the decision and commitments time. A workshop without owners and dates is only a long discussion.
Record every group discussion without a scribe
Workshops produce ideas, votes and commitments across several groups at once. Speak AI joins your Zoom, Google Meet or Microsoft Teams workshop, or takes an uploaded recording, and writes up what was said.
- Record the workshop online, or upload audio from the room and from each breakout group.
- Get a transcript with speakers labelled, so you can find who proposed which option.
- Get an automatic summary of the problem, the options, the vote and the final decision.
- Get action items with owners pulled from the commitments round, ready for your tracker.
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Frequently asked questions
How do you plan a workshop?
Start with the output you want, such as a decision or a plan. Choose participants who can act on it, then build blocks of presentation, exercise, discussion and decision. Add breaks, pre-work, a scribe and a follow-up date. Test the timing with someone before the day.
How long should a workshop be?
A focused working session runs 2 to 4 hours with a break after 90 minutes. Full-day workshops need a lunch and an afternoon energiser. If one topic needs more than a day, split it into two shorter sessions.
What is the difference between an agenda and minutes?
An agenda is the plan made before the workshop: the blocks, times and owners. Minutes are the record afterwards: what was decided, who agreed to do what and by when. You write the agenda first and the minutes from it.
How do I write a draft agenda for a workshop?
Write the goal and the output, list the exercises that produce it, give each a time limit, then add a welcome, a break, a decision block and a close. Share the draft with your co-facilitator and key participants and adjust the timings.
How many people should be in a workshop?
Between 8 and 20 works for most working sessions, split into groups of three to five for exercises. Above 25, discussion thins out and you need more facilitators. Below 6, you may not need a formal workshop.
Run the workshop and let Speak AI capture it
Book a demo to see Speak AI turn a recorded workshop into a summary, decisions and action items, or try it free on your next session.