Use polling to find out the types of organizations represented by participants and other demographics.Feature a brief welcome from one or more special guests or co-hosts.Thank participants for attending, review logistics and how key features of the virtual platform work, explain the purpose of the convening, and acknowledge planning partners.Ensure that team members are on hand to assist individuals with technical difficulties.Check that all polls and other features and technology are ready.Do a sound and video check with each presenter.Event technicians and presenters log in early on and settle in

Sample internal agenda for a virtual event Session 1: 8:30–9:00 a.m. Thank organizers, presenters, and participants and adjourn.Summarize next steps from the convening.This large group discussion can include participants sharing their thoughts verbally, via chat, or in response to polls. Invite participants to share key learnings from the day and actions they plan to take after today.After lunch, remind attendees to write down any additional thoughts on the sticky notes provided and stick them on the “parking lot”.Share a presentation that provides an overview of networks, a summary of CFPB research on networks, a description of promising practices related to combating elder financial exploitation, and a list of local or regional success storiesġ0:15–10:45 a.m.Each stakeholder should briefly share their name, position, organization, and interest in being part of the network.

Introduce a guest speaker to provide opening remarks.Thank everyone for attending, go over logistics (such as bathroom location), explain the purpose of the convening, and acknowledge any planning partners.Make an announcement five minutes before the meeting starts.Provide table tents or name tags for attendees to write their name and organization.Confirm who will take the following roles: notetaker, exercise facilitator, person to progress presentation slides, time-keeper.Confirm any last-minute updates to agenda.Check A/V equipment and test any presentations (PowerPoints, etc.).Find a location to put stakeholder agency information and other helpful resources.Display sign-in sheet (or pass it around during welcome remarks).Designate a “parking lot”-in the form of a blank flip chart or white board-for questions and ideas that arise and should be discussed at a later point.

Arrange any handout materials and printed agendas.

Arrange tables and chairs in a large circle, classroom, or small group format, as desired.

Put up signs, if needed, to direct attendees to the meeting room.

Customizable: The template is fully customizable, allowing you to modify it according to your workshop's specific needs.Sample internal agenda for an in-person event 7:30–8:30 a.m. Easy Follow-up: The template includes a section for follow-up actions, ensuring that you don't miss out on any important tasks after the workshop.ĥ. It also facilitates better coordination among the team, leading to a successful event.Ĥ. Enhanced Collaboration: This template can be shared with your team members, allowing everyone to stay updated on the workshop plan. It allows you to allocate specific time slots for each agenda item, helping you maintain a steady pace throughout the event.ģ. Time Management: With this template, you can ensure that your workshop runs on time. You can outline the time slots, agenda items, presenters, objectives, materials needed, duration, follow-up actions, and status.Ģ. Comprehensive Planning: This template allows you to plan every aspect of your workshop, from the introduction to the closing session.

Here's why you should use our Workshop Agenda Template:ġ. Organizing a workshop can be a daunting task, especially when you have to manage multiple elements simultaneously.

Training agenda template