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Workshop Plan

Document template for Google Docs and Word

Make a copy in Google Docs
Type
Document
Price
Free
Pages
8 · US Letter
Style
Friendly
Difficulty
Beginner
Updated
November 1, 2026

Every page (8)

Overview

Workshops fail when the day is over-filled, nobody knows the output and the results are never circulated. This plan fixes that: a purpose stated as a decision, a participant list with roles, a minute-by-minute run sheet, exercises with timers, a materials and room checklist, and the outputs with owners and a follow-up date.

The sample follows Millrace Partners, a fictional professional services firm, running a one-day workshop for 12 people to choose three service lines to grow in 2027. It shows a 09:30 to 15:15 run sheet, two timed exercises, a three-dot vote and a write-up within two working days. Replace the purpose, people and timings with your own.

Useful for

  • A facilitator preparing a one-day decision workshop for a leadership team
  • A sponsor checking purpose, attendees and the decisions to be reached before approving the day
  • A co-facilitator or scribe who needs roles, materials and timings to run a session without the lead

What's included

  • Purpose page with the decision sought, headline numbers and pre-work
  • Participants page with a people list and a responsibility matrix
  • Run sheet diagram showing each block of the day and how one idea moves through it
  • Exercises agenda with timings, owners and a preparation checklist
  • Materials and room set-up page with quantities, roles and a timer tip
  • In and out of scope page, an outputs breakdown and a make-it-yours guide page

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Write the purpose as a decision or output you want by the end of the session, and list participants with what each must prepare.

  3. 3

    Replace the run sheet times, check they fit the room booking including breaks, then adapt each exercise and its timer.

  4. 4

    Add a follow-up date for circulating the outputs and actions.

  5. 5

    Delete the guide page, then share the plan with your co-facilitator and sponsor.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Are the company, people and figures real?

No. Millrace Partners, its people and every figure in the plan are fictional sample data. Replace them with your own workshop details.

How many sessions should a one-day workshop have?

Aim for four to eight sessions of 20 to 60 minutes with breaks of 10 to 15 minutes. The sample has six sessions, two timed exercises and a lunch break.

What should the workshop produce?

Three to six specific outputs with owners. The sample ends with three chosen service lines, a named owner for each and a write-up issued within two working days.

  • #workshop-plan
  • #workshop-agenda
  • #facilitator-run-sheet
  • #meeting-plan
  • #decision-workshop
  • #google-docs

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