practicalities for hr and chiefs of staff

  1. 20-minute alignment call to set scope and constraints
  2. Short pulse to surface issues and goals
  3. Proposal with agenda, deliverables, measurement and confidentiality
  4. Contract and logistics
  5. Session delivery and follow-up check-in
  • U-shape or cabaret, two flip charts, sticky notes, markers
  • Wall space for maps, or virtual whiteboard if online
  • Laptop, HDMI and a clicker if slides are used
Agree 3–5 indicators up front, such as time to decision, meeting finish within time, owner clarity, rework rate

Outcome note to HR if authorised by the leader, no session content
  • Workshop is for the team’s work. No therapy topics
  • Straight talk, respect, and a clear line on what leaves the room