Visioning Workshop

What participants gain

• Define a clear and inspiring vision statement.
• Identify key strategic priorities for achieving the vision.
• Align stakeholders around a shared understanding of the future.
• Generate excitement and commitment to the transformation process.

Materials needed

• Whiteboard or flip chart
• Markers (various colors)
• Post-it notes (3x3)
• Dot stickers for voting
• Visioning worksheet
• Timer
• Projector (optional)
• Inspirational images (optional)

How to run Visioning Workshop, step by step

1. Introduce the purpose of the visioning workshop (5 min).
2. Brainstorm individual aspirations for the future (10 min). Each participant writes down their vision on post-it notes.
3. Share aspirations in small groups (15 min). Each group discusses and clusters similar ideas.
4. Develop a shared vision statement (20 min). Groups synthesize their aspirations into a concise statement.
5. Prioritize strategic priorities (10 min). Use dot voting to identify the most important areas to focus on.
6. Present and discuss the vision statement (10 min). Each group presents their vision and receives feedback from the larger group.

Running it virtually

Use a virtual whiteboard tool like Miro or Mural. Create a shared board with sections for brainstorming, clustering, and vision statement development. Use virtual sticky notes and dot voting features to facilitate collaboration. Use breakout rooms for small group discussions. Screen share the visioning worksheet for participants to complete. Polls for voting and prioritization. Use a virtual timer to keep the group on track. Record the session for future reference and to share with stakeholders who couldn't attend. Encourage the use of video to keep the session engaging and build rapport among participants. Use a virtual icebreaker at the start of the session to help participants feel comfortable and engaged. Consider using a virtual collaboration platform with built-in video conferencing and screen sharing to streamline the session and reduce technical challenges. Test the platform and tools in advance to ensure they work smoothly and to familiarize yourself with the features. Provide clear instructions and technical support to participants to help them navigate the virtual environment. Use a facilitator to guide the session and keep the group on track. Encourage participants to ask questions and provide feedback throughout the session to ensure they are engaged and understanding the material. Use a variety of activities and formats to keep the session interesting and engaging. Provide opportunities for participants to interact with each other and build relationships. Use a virtual wrap-up activity to summarize the key takeaways and action items from the session. Follow up with participants after the session to provide additional resources and support.

Build a session around Visioning Workshop

METODIC drops Visioning Workshop into a complete session plan with timing, materials, worksheets, and a facilitator guide — for any workshop, meeting, or team session.

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