| name | codexkit-workshop-facilitator |
| description | Design and facilitate structured workshops using Design Thinking and Liberating Structures. Produces detailed agendas with time blocks, facilitation notes, participant materials, and retrospective templates. Use when running ideation sessions, retrospectives, planning workshops, or collaborative problem-solving. |
| version | 1.0.0 |
| category | scaffolding |
Workshop Facilitator
When to Use
- When planning a brainstorming or ideation workshop
- When facilitating strategy or planning sessions
- When running collaborative problem-solving sessions
- When designing team-building or training workshops
Procedure
Step 1 — Workshop Design Brief
| Element | Details |
|---|
| Objective | What must be achieved by the end? |
| Participants | Who, how many, their roles |
| Duration | Total time available |
| Format | In-person / Virtual / Hybrid |
| Pre-work | What participants should prepare |
| Outputs | Tangible deliverables from the session |
Step 2 — Activity Selection
Match activities to objectives:
| Objective | Activity | Time | Format |
|---|
| Generate ideas | Crazy 8s, Brainwriting | 20 min | Individual → Group |
| Prioritize | Dot voting, 2×2 Matrix | 15 min | Group |
| Explore problems | 5 Whys, Fishbone | 25 min | Small group |
| Align on vision | Future Backwards | 30 min | Full group |
| Build consensus | 1-2-4-All (Liberating Structures) | 15 min | Progressive |
| Define actions | RACI + Action planning | 20 min | Group |
| Reflect | Plus/Delta, Sailboat retro | 15 min | Individual → Group |
Step 3 — Agenda with Time Blocks
Build the full agenda:
| Time | Duration | Activity | Method | Materials |
|---|
| 09:00 | 10 min | Welcome & check-in | Round robin | None |
| 09:10 | 5 min | Set objectives & ground rules | Facilitator | Slide |
| 09:15 | 20 min | Problem framing | 1-2-4-All | Sticky notes |
| 09:35 | 25 min | Ideation | Crazy 8s | Paper templates |
| 10:00 | 10 min | ☕ Break | — | — |
| 10:10 | 20 min | Share & cluster | Affinity mapping | Wall/Miro |
| 10:30 | 15 min | Prioritize | Dot voting (3 dots each) | Dot stickers |
| 10:45 | 20 min | Action planning | RACI template | Worksheet |
| 11:05 | 10 min | Retro & close | Plus/Delta | Cards |
Rules:
- Never schedule >90 min without a break
- Alternate individual → pair → group activities
- End 10 min early for retro, never skip it
Step 4 — Facilitation Notes
For each activity, prepare:
- Setup instructions — how to explain it
- Timing cues — when to move to next phase
- Energy watch — how to re-energize if energy drops
- Divergence/Convergence — clearly label which mode
- Silent before spoken — always start with individual reflection
Step 5 — Participant Materials
Prepare and distribute:
Step 6 — Post-Workshop
Inputs
| Input | Required | Format |
|---|
| Workshop objective | Yes | What must be achieved |
| Participants | Yes | Who, how many |
| Duration | Yes | Hours available |
| Format | Yes | In-person / Virtual / Hybrid |
| Context | Recommended | Background reading for participants |
Output
## Workshop Plan — [Workshop Name]
### Overview
**Objective:** Generate and prioritize Q3 product roadmap ideas
**Participants:** Product (4), Engineering (4), Design (2) — 10 people
**Duration:** 2.5 hours | **Format:** Virtual (Miro)
### Agenda
[Full time-blocked agenda with activities and materials]
### Facilitator Guide
[Setup instructions and timing cues per activity]
### Participant Pre-Work
- Review Q2 metrics dashboard (link)
- Bring 3 customer pain points from your domain
### Materials
- Miro board: [link]
- Priority matrix template: [link]
Definition of Done
Quality Criteria
Verification (4C)
| Check | Question |
|---|
| Correctness | Does the draft structure follow the stated framework or industry standard? |
| Completeness | Are all required sections present with substantive (not placeholder) content? |
| Context-fit | Does tone, detail level, and terminology match the intended audience? |
| Consequence | If sent to the intended recipient without further editing, what would fail? |
Edge Cases
- No existing template for this type — Use the closest available template and document all customizations made.
- Stakeholder requirements conflict — Flag conflicts explicitly in the draft. Do not silently choose one requirement over another.
- Output required in multiple formats — Produce the canonical format first, then derive others. Note any formatting limitations.
Changelog