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Workshop Checklist

What is Workshop Checklist?
Workshop Checklist is a card from the Workshop Tactics deck by Pip Decks.
In our busy lives, it’s easy to forget the basics. This checklist is a simple yet powerful reminder of the things you need to ensure a successful session.
“By failing to prepare, you are preparing to fail.”, Benjamin Franklin
Before
- Prepare (booked room, invited people, set agenda)
- Materials (whiteboard, sticky notes and pens)
- Tech check (charger, adapter, screen, projector)
- Room (refreshments, temperature, chairs, wall space)
During
- Preamble (introductions and goal of the session)
- Instruction (explain how we are going to do that)
- Be yourself (your personality is your facilitation style)
- Be flexible (stop or change course if it’s not working)
After
- Gratitude (thank everyone for their contribution)
- Photograph (record things that need documenting)
- Clean and pack up (leave the room how you found it)
When to use Workshop Checklist
- Recurring unproductive meetings
- Difficulty in meeting project deadlines
- Lack of clear meeting outcomes
- Frequent miscommunication in team settings
- Need for structured brainstorming sessions
- Client dissatisfaction with workshop outcomes






