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How to Conduct a Client Workshop

One of the differentiators between great agencies (and that goes for internal versus external) is the ability to lead a successful client workshop. Part theatre, part therapy session, and a very big part classroom, the workshop can provide as many benefits for you, the leader, as it does for your audience or client.

In this short-ish video, BS LLC’s Research & Strategy Analyst, Sam Lowe explains the four big parts of conducting a successful workshop. After explaining what a workshop isn’t and why you’d want to conduct one in the first place, he briefly covers:

  • Stating the desired outcome to get everyone aligned
  • Gathering the decision-makers (because a consensus of the non-empowered just makes more work for everyone later)
  • Design your workshop with engagement and participation in mind (because lectures are boring and generally don’t inspire action!)
  • And finally, sharing the actionable outcomes to ensure all the good vibes turn into profitable activity that moves the project forward

 

The video contains a real-world example of how BS LLC used a client workshop to help define a visual direction where 2 different personas were in play. Good stuff!

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