Business Experience Workshop
The Design Problem
The core of the workshop was business growth, and it was held in person by the Corporate Strategy team. The workshop focused on business growth and consisted of a presentation that helped introduce the topic, but it needed supporting materials that had not yet been clearly identified. The presentation provided insights on how to grow a firm through four main steps: connecting with referrals, attracting new clients, growing current clients, and retaining current clients.
The Approach
Mapping the content from the presentation was the first step in identifying gaps and opportunities to build out the experience and activities for the workshop. That was followed by analyzing which activities should be involved in the process. Some important aspects came into consideration:
- Materials to be delivered at the workshop for attendees and facilitators
- Digital package of files to be used as a follow-up after the workshop
- Number of participants and room setup
- Schedule of the day, to evaluate time allocated for presentation and activities
- Core topics that needed to be included as a learning path within the activities
After identifying the touchpoints, another essential part of the process was aligning teams on the assets to be delivered and the timeline for both digital and print assets with print assets needing to go through the production process.
I collaborated with my team on designing the following assets:
- Worksheets
- Instructions and facilitator guides
- Take-away tools
The Deliverables
The worksheets were divided into two activities:
- Self-reflection worksheet: guides clients to evaluate time spent on activities and conduct an audit of their week. During the first part of the activity, attendees list the activities they perform daily and define the type of activity, and the percentage of hours worked on it. For each activity, they also mark whether it needs to be reduced, eliminated, or delegated, then tally the total number of hours spent on these activities. In the second part, they look at tasks that could be stopped, reduced, or delegated, and reflect on how much time this will free up, as well as the approach to take to make these changes.
- Table worksheet: aims to identify growth activities and the related actions and resources needed to achieve goals. The activity helps evaluate methods for delivering results and how many areas are budgeted for this purpose. It also helps clients look at anticipated KPIs to track progress.
The take-away tools resulted in a dashboard that used the previous activities to calculate the average time spent across the four different areas of growth. Following the initial introduction, the tool goes in-depth, looking at the list of activities and ranking the top three for each growth category. The in-person activities are also available in digital format for clients and include examples to help them follow the exercises at their own firm and optimize their growth strategy.
