Jayde Guest Creative · Facilitation System
Workshop Planning Framework
A 5-step guide for designing transformational group experiences — built on Tuckman's arc and Dyson's journey model.
1
Clarify Intentions
Before designing anything, get clear on who you're serving, why they'll show up, and what success looks like — for them and for you.
Who Are They?
Their Core Problem
What's the real pain point that brings them to this workshop?
Their Identity
Who are they? What role do they hold? How do they see themselves?
Their Context
What's happening in their world that shapes how they'll show up?
Friction & Objections
The Benefit of Showing Up
Heads, Hearts & Hands — The Outcome Promise
Heads
What will they know or think differently?
Hearts
How will they feel leaving the room?
Hands
What will they do or have done?
2
Set the Parameters
Great facilitation happens inside a well-designed container. Get the logistics right so the magic can happen.
Time & Location
Food & Experience
Pre-Work & Post-Work
Resources & Logistics
3
Design the Journey
Map the transformational arc. Each phase mirrors a Tuckman stage and a Dyson function. Design activities and conversations that move people through it.
✦ The Transformation
Name the before and after. This is your north star for every activity you design.
→
The Arc — Phase by Phase
Phase 1 — Connect
Phase 2 — Reflect
Phase 3 — Project
Phase 4 — Direct
4
Build the Timeline
Turn your journey design into a sequenced run sheet. Edit times and activities — add rows as needed.
Run Sheet
Connect
Connect
Reflect
Break
Project
Direct
Direct
5
To-Do List
Everything you need to do before, during, and after. Tick items off as you go.
Before the Workshop
✓
Comms✓
Logistics✓
Materials✓
PrepDay Of
✓
Setup✓
Setup✓
Day ofAfter the Workshop
✓
Comms✓
Resources✓
Feedback✓
Follow up🧰
Facilitator Toolbox
Your full toolkit — search or filter by category. Use this alongside Step 3 to select the right tool for each phase of the journey.
⚡
Energy Management: Always have low-energy and high-energy options ready. Read the room — after lunch, after heavy content, or early morning may need an energiser. Tag below shows whether a tool lifts or settles energy.
Connectors & Energisers
12 tools
Human Spectrum
Physical activity where participants place themselves on a line based on a statement. Great for opening conversations.
Game to Win — Sit Down If…
Fun whole-group game building common ground and lightening the room.
Weather Report
Describe your current feeling as a weather report. Gentle emotional check-in.
Bingo
Find someone who… bingo-style icebreaker. High energy, builds connections quickly.
Pair & Share
Two people discuss a prompt, then share back to the group. Safe and low-risk connector.
Kazoom — 7s
Fast-paced number game requiring attention and quick reactions. Great post-break energiser.
Fortunately / Unfortunately
Collaborative storytelling game — alternate fortunately/unfortunately. Builds creativity and laughter.
Human Statue
Physical, expressive energiser. Participants form shapes or scenes with their bodies.
1-2-3 Ninja
Competitive hand-gesture game. Noisy, fun, great for shaking out post-content heaviness.
Acknowledgement Shower
One person receives genuine acknowledgements from the group. Powerful and moving — use when trust is established.
Acknowledgement Envelopes
Written acknowledgements sealed in envelopes to take home. Beautiful closing activity.
One Word Answers
Each person responds to a prompt with one word only. Quick, inclusive, surfaces diversity of feeling.
Questions & Reflection Prompts
18 prompts
What does this group need from me?
Facilitator self-check. Pause and ask yourself this before and during a session.
Highlight of Your Week?
Warm, positive check-in to open a session. Shifts people into a positive frame.
Where am I keeping the peace at the expense of myself?
Deep reflective prompt. Use only when trust is high and the group is ready for honesty.
What do you love most about your work?
Reconnects people to purpose and meaning. Good opener for leadership or team sessions.
What are you really proud of?
Celebrates strengths before tackling challenges. Builds positive energy and confidence.
What just happened?
Debrief prompt after an activity or moment of tension. Invites honest, grounded reflection.
How do you want to show up?
Intention-setting prompt. Use at the start of a session or after a break.
How could we fix that?
Solution-focused pivot after identifying a problem. Keeps energy constructive.
Group Story
Collaborative storytelling prompt — builds shared narrative and surfaces group themes.
ORID Framework
Observational — what happened? Reflective — what did it feel like? Interpretative — what does it mean? Directional — what next?
FEVA Framework
Facts · Emotions · Root cause · Values · Action. Deep processing model for conflict or challenge.
What type of leader do you want to be?
Identity-level leadership question. Use in vision/aspiration phases.
In challenging moments…?
Complete the sentence. Surfaces coping patterns and leadership styles under pressure.
What is resilience to you?
Personal definition prompt. Builds self-awareness around how people recover and persist.
Johari Window
4-quadrant self-awareness model: Open, Hidden, Blind, Unknown. Use with established trust.
Conversation Modes & Formats
18 modes
Reflection / Journaling
Silent individual writing time. Excellent for processing before group sharing.
Raise Your Hand If…
Quick, visual whole-group poll. Non-threatening way to surface shared experience.
Non-Verbal Shares
Draw, gesture, or use objects to respond. Accesses different thinking styles.
Creative Tasks
Drawing, collaging, building. Unlocks right-brain thinking and playfulness.
Group Discussions
Open table discussions. Set clear prompts and timeboxes to keep it focused.
Sharing Circle
Each person speaks in turn — no cross-talk. Creates equity of voice and deep listening.
Whole Group Share
Open call for volunteers to share back to the full group. Quick synthesis tool.
Self Reflection
Quiet individual thinking time. Give a clear prompt and protect the silence.
Post-its on the Wall
Anonymous contribution mode. Surfaces ideas without social pressure. Gallery walk to debrief.
Presentation
Facilitator-led content delivery. Keep short — max 20 mins before switching modes.
Box Breathing
In for 5, hold for 5, out for 5, hold for 5. Excellent nervous system reset before heavy content.
Snow Globe
Post-its moved into centre of the table — kinetic metaphor for releasing or contributing ideas.
Fishbowl
Small inner group discusses while outer group observes. Powerful for surfacing diverse perspectives.
Create a Game
Groups design a game to teach a concept. Deep learning through play.
Mood Meter
Plot current mood on a 2-axis grid (pleasant/unpleasant × high/low energy). Visual emotional check-in.
Check-ins
Brief structured openers — knowledge check, feeling check, or both. Sets the room's baseline.
Flick the Switch
Explicit transition signal from fun/energiser to serious content. Name it out loud — "we're switching now."
Back-Casting
Start from the ideal future and work backwards to identify what needs to happen now. Strategic visioning tool.
Rituals & Anchors
Use physical objects or repeated actions as anchors for transitions. Builds group identity across sessions.
Follow-Up Prompts
Structured questions to revisit between sessions or after the workshop. Sustains momentum.
Letter to Future Self
Write a letter to yourself 3–12 months from now. Powerful closing activity — seal and mail or hold.
Activities, Frameworks & Tools
38 tools
Biz Compass
Holistic business direction tool — maps where you are vs. where you want to be.
EMP
Emotional Mastery Profile — surfaces emotional patterns and leadership style.
Click Colours
Colour-based personality and communication style tool. Fun, accessible, practical.
Growth & Focus Framework
Clarifies where to invest attention for maximum personal and business growth.
R@W
Resilience at Work assessment — evidence-based measure of workplace resilience.
Money Mindset
Surfaces beliefs and stories around money. Deep personal work — high trust required.
Money Seasons
Cyclical framework for understanding and planning financial rhythms in business.
Zone of Genius
Maps competence, excellence, and genius zones. Clarifies where to focus energy.
Career Timeline
Maps career journey — milestones, pivots, learnings. Reveals patterns and strengths.
Your Why
Simon Sinek-style purpose excavation. Connects people to their driving motivation.
Values
Identify and prioritise personal or organisational values. Foundation for aligned decision-making.
Super Power
Strength identification exercise — what do you do effortlessly that others struggle with?
Wheel of Life
Rate satisfaction across life areas. Visual, quick, opens meaningful conversation about balance.
Entrepreneurial Time System
Time management framework for business owners — Focus, Buffer, and Free Days.
Systems Framework
Maps business systems and processes to identify gaps and inefficiencies.
Three Growth Buckets
Categorises revenue and growth activities into three streams for strategic focus.
10X Thinking
Reframe from 10% improvement to 10X growth — shifts from optimisation to possibility thinking.
Value Ladder
Maps offers from entry-level to premium. Clarifies the customer journey and pricing strategy.
Offers / Pricing / BCG Matrix
Evaluate your offer portfolio using the BCG matrix — Stars, Cash Cows, Dogs, Question Marks.
Using AI / ClearBiz
Practical AI integration for small business — tools, prompts, and workflow mapping.
Employment & Finance Docs
Employment Book, Contracts, Job Descriptions, Tech Deck, Budgets — operational foundations.
Radical Candor
Care personally, challenge directly. Framework for honest, kind feedback in teams.
Perspective
Structured empathy exercise — step into another person's view before responding.
7 Tips for Conflict
Practical conflict navigation framework. Use preventatively or in debrief after tension arises.
Care Instructions
Each person shares how they best receive feedback, support, and communication.
1-2-4 Technique
Think alone, share in pairs, share in fours, then whole group. Builds on ideas progressively.
5 Dysfunctions of a Team
Lencioni's model: Trust → Conflict → Commitment → Accountability → Results. Team diagnostic tool.
5 Languages of Appreciation
Words, acts of service, gifts, quality time, physical touch — how people feel valued at work.
Partnerships / Culture / Pitching
Frameworks for partnerships, culture building, pitching, and customer journey mapping.
FIXIT Framework
Problem-solving framework for business challenges — structured and action-oriented.
BCG Matrix
Portfolio analysis tool — categorises offers/products by market growth and share.
Goal Setting Race
Energetic, competitive goal-setting activity. Teams race to define and commit to goals.
Dream Life Number
Calculate the revenue needed to live your ideal life. Grounds strategy in personal vision.
Offer Blueprint
Design or refine a product/service offer from scratch — positioning, pricing, delivery.
Mission / Target Audience / Value Prop
Core strategy building blocks — who you serve, what you offer, and why it matters.
Organisational Chart
Map current and future org structure. Clarifies roles, gaps, and growth planning.
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