PREPARE FOR SUCCESS : COMPREHENSIVE PLANNING GUIDE
WORKSHOP PREPARATION CHECKLIST
Ensure a seamless experience with our detailed preparation steps, designed to help you organize and execute a successful in-person event.
PREPARE FOR SUCCESS : COMPREHENSIVE PLANNING GUIDE
WORKSHOP PREPARATION CHECKLIST
Ensure a seamless experience with our detailed preparation steps, designed to help you organize and execute a successful in-person event.
ONE MONTH PREWORKSHOP
ONE MONTH PREWORKSHOP
STEP 1
WORKSHOP PRE-CALL
We believe customization elevates the participant experience.
Amy O'Day, Director of Learning Experience, will schedule a virtual precall with your team to meet the instructors, set expectations and confirm logistics.
Together, we will explore ways to add more value to maximize learning.
STEP 1
WORKSHOP PRE-CALL
We believe customization elevates the participant experience.
Amy O'Day, Director of Learning Experience, will schedule a virtual precall with your team to meet the instructors, set expectations and confirm logistics.
Together, we will explore ways to add more value to maximize learning.
STEP 2
BUILD EXCITEMENT
Your return on investment is determined by how well participants prepare.
We recommend that you schedule a brief 15-minute call with your workshop participants to discuss prework, expectations and engagement recommendations.
Get started with our recommended discussion checklist below.
STEP 2
BUILD EXCITEMENT
Your return on investment is determined by how well participants prepare.
We recommend that you schedule a brief 15-minute call with your workshop participants to discuss prework, expectations and engagement recommendations.
Get started with our recommended discussion checklist below.
STEP 3
EMAIL PARTICIPANTS
The more participants prepare, the more value they receive from their experience.
Don't worry! We've done the work for you.
To get started, copy and paste the prewritten message into a workplace email. Attach the custom Participant Self-Assessment sent by Amy O'Day.
STEP 3
EMAIL PARTICIPANTS
The more participants prepare, the more value they receive from their experience.
Don't worry! We've done the work for you.
To get started, copy and paste the prewritten message into a workplace email. Attach the custom Participant Self-Assessment sent by Amy O'Day.
STEP 4
DON'T FORGET
Create a calendar reminder to revist this webpage two weeks prior to the workshop.
We will provide the tools, checklists and email messaging to ensure maximum participant engagement, learning and preparation.
We are committed to ensuring your event is a huge success.
STEP 4
DON'T FORGET
Create a calendar reminder to revist this webpage two weeks prior to the workshop.
We will provide the tools, checklists and email messaging to ensure maximum participant engagement, learning and preparation.
We are committed to ensuring your event is a huge success.
TWO WEEKS PREWORKSHOP
TWO WEEKS PREWORKSHOP
STEP 1
CONFIRM ATTENDEES
Maximize attendance and return on investment.
Your team is busy, and workplace changes are constant. Check-in with participants to ensure their continued availability. Find replacements for those who have last-minute conflicts.
Ensure everyone has a cleared calendar and are ready to learn.
STEP 1
CONFIRM ATTENDEES
Maximize attendance and return on investment.
Your team is busy, and workplace changes are constant. Check-in with participants to ensure their continued availability. Find replacements for those who have last-minute conflicts.
Ensure everyone has a cleared calendar and are ready to learn.
STEP 2
REMIND ATTENDEES
Have you received every attendee's self-assessment? If not, we will help you follow up!
Access the email template below. Copy and paste it into a workplace email, then send it to all participants.
Return all completed participant self-assessments to amy@staceyhankeinc.com.
STEP 2
REMIND ATTENDEES
Have you received every attendee's self-assessment? If not, we will help you follow up!
Access the email template below. Copy and paste it into a workplace email, then send it to all participants.
Return all completed participant self-assessments to amy@staceyhankeinc.com.
STEP 3
CLASSROOM SET UP
Maximum engagement maximizes learning.
Below are two suggested classroom layouts and coaching room set ups. We have also provided a list of required classroom materials and AV needs.
Download the images and checklists below.
STEP 3
CLASSROOM SET UP
Maximum engagement maximizes learning.
Below are two suggested classroom layouts and coaching room set ups. We have also provided a list of required classroom materials and AV needs.
Download the images and checklists below.
STEP 4
DON'T FORGET
Create two calendar event reminders.
1. Double-check all participants have returned their completed self-assessments and you have forwarded them to amy@staceyhankeinc.com
2. Revisit this webpage two days prior to the workshop, and let's prepare for event success.
STEP 4
DON'T FORGET
Create two calendar event reminders.
1. Double-check all participants have returned their completed self-assessments and you have forwarded them to amy@staceyhankeinc.com
2. Revisit this webpage two days prior to the workshop, and let's prepare for event success.
TWO DAYS PREWORKSHOP
TWO DAYS PREWORKSHOP
STEP 1
EMAIL MATERIALS
Ensure all workshop materials have arrived and are readily available for the workshop instructor's access.
STEP 1
EMAIL MATERIALS
Ensure all workshop materials have arrived and are readily available for the workshop instructor's access.
STEP 2
DAY-OF CHECKLIST
Confirm workshop space designation, reservation and set up. Ensure workshop learning materials are accessible.
STEP 2
DAY-OF CHECKLIST
Confirm workshop space designation, reservation and set up. Ensure workshop learning materials are accessible.
STEP 3
SNEAK A PEEK
Explore the post-workshop toolkit where participants can access and download resources from to maximize learning and accountability.
STEP 3
SNEAK A PEEK
Explore the post-workshop toolkit where participants can access and download resources from to maximize learning and accountability.
STEP 4
CONTACT SUPPORT
Have last-minute questions or concerns? Contact us. We are here to help you navigate last-minute changes to ensure your success.
STEP 4
CONTACT SUPPORT
Have last-minute questions or concerns? Contact us. We are here to help you navigate last-minute changes to ensure your success.
POST WORKSHOP FOLLOW UP
POST WORKSHOP FOLLOW UP
STEP 1
CREATE MOMENTUM
Accountability increases learner retention.
Email your participants within 48 hours of the workshop to share directions to access the Participant Post Workshop Toolbox.
Copy and paste the text below into a workplace email to get started.
STEP 1
CREATE MOMENTUM
Accountability increases learner retention.
Email your participants within 48 hours of the workshop to share directions to access the Participant Post Workshop Toolbox.
Copy and paste the text below into a workplace email to get started.
STEP 2
WORKSHOP RECAP
Within one week following the workshop, you will receive a workshop recap via email complete with participant progress, learning and instructor insights.
It will include a breakdown of each participant's learning experience, next steps and accountability commitments made during the workshop.
STEP 2
WORKSHOP RECAP
Within one week following the workshop, you will receive a workshop recap via email complete with participant progress, learning and instructor insights.
It will include a breakdown of each participant's learning experience, next steps and accountability commitments made during the workshop.
STEP 3
ATTEND A POST CALL
Within one month of our scheduled workshop, we will reach out to the buyer/leader of the group to schedule a 30-minute post call.
We will discuss participant feedback and the next steps for continuous practice and ongoing development.
STEP 3
ATTEND A POST CALL
Within one month of our scheduled workshop, we will reach out to the buyer/leader of the group to schedule a 30-minute post call.
We will discuss participant feedback and the next steps for continuous practice and ongoing development.
STEP 4
ROI FOR LEADERS
We recommend participants continue their development by enlisting the help of their leaders and accountability partners.
Below is a list of steps, tips and downloadable resources participants can access to continue their development journey.
STEP 4
ROI FOR LEADERS
We recommend participants continue their development by enlisting the help of their leaders and accountability partners.
Below is a list of steps, tips and downloadable resources participants can access to continue their development journey.
WORKSHOP SUPPORT & COORDINATION
WORKSHOP SUPPORT & COORDINATION
Amy O'Day
Director of Learning Experience
email: amy@staceyhankeinc.com
phone: 920.215.1252
INFLUENCE
ELEVATED
Overcome common influence myths that sabotage you and your team's success.
Learn how to authentically connect, create a lasting impression and motivate action with every interaction.
INFLUENCE
REDEFINED
The way we communicate has changed because the way we work has changed.
Learn how to effectively communicate and be heard above the noise in a virtual, in-person and hybrid workplace.
DOWNLOAD INFLUENCE ELEVATED
Download chapter one FREE and maximize your connections, Monday to Monday.®
© 2025 Stacey Hanke Inc. All rights reserved.
INFLUENCE
ELEVATED
Overcome common influence myths that sabotage you and your team's success.
Learn how to authentically connect, create a lasting impression and motivate action with every interaction.
INFLUENCE
REDEFINED
The way we communicate has changed because the way we work has changed.
Learn how to effectively communicate and be heard above the noise in a virtual, in-person and hybrid workplace.
DOWNLOAD INFLUENCE ELEVATED
Download chapter one FREE and maximize your connections, Monday to Monday.®
© 2025 Stacey Hanke Inc. All rights reserved.
INFLUENCE
ELEVATED
Overcome common influence myths that sabotage you and your team's success.
Learn how to authentically connect, create a lasting impression and motivate action with every interaction.
INFLUENCE
REDEFINED
The way we communicate has changed because the way we work has changed.
Learn how to effectively communicate and be heard above the noise in a virtual, in-person and hybrid workplace.
DOWNLOAD INFLUENCE ELEVATED
Download chapter one FREE and maximize your connections, Monday to Monday.®
© 2025 Stacey Hanke Inc. All rights reserved.