Workshops are an easy way to get projects off to the right start, which is one of the many reasons why BlueFletch encourages these engagements.
If setup and run correctly, these sessions can reveal the client’s needs, business goals, and written assumptions, while also allowing your team to better determine the cost, effort, and risks of a project. Ultimately, the goal of a workshop is to define the project roadmap and help stakeholders move from uncertainty to certainty.
Sure, there are some scenarios where a workshop may not be necessary; for example, if you have worked with a client before, know their working style and have clear documentation of the project goals, a workshop session may not be the best use of everyone’s time. However, if you’re working with a prospective or new client, workshops should strongly be encouraged. If a workshop doesn’t take place, you run the risk of misconstruing project objectives, scope and deliverables, slowing down a project (you can cover in one workshop what you might cover in 5 shorter meetings), missing an opportunity to showcase your team’s expertise and thought leadership, and most importantly – getting into business with a client that doesn’t jibe with your company’s principles and culture.
If conducted properly, workshops can bring a high level of clarity into the conversation, enabling you to understand the project requirements, functional specifications, content modeling, solution architecture, and so on. But to run an effective workshop, a degree of preparation and strategy is required beforehand.
Here’s some key points to consider leading up, during, and after the workshop: