PlanningWorkshop
Strategy and planning sessions
Leave with a locked one-page brief, scored options, named owners and a test plan, not a mood board.
Pricing and dates announced soon
Overview
What you'll take away
A facilitated session that turns a loose goal into a locked brief, scored options, named owners and a test plan.
- Stakeholder and user notes on one page
- An opportunity brief at the right altitude
- An idea selection scorecard that keeps politics out
- One primary bet and one backup, each with an owner
- A test plan with kill and expand criteria
- A clear written summary sent afterwards
Audience
Who it's for
A good fit for
- Leadership, product, ops and cross-functional teams
- Leaders who need a shared language for priorities
- Teams tired of endless pilots and plans with no owner
Not the right fit for
- Groups that will not write down kill criteria
- Anyone looking for a slide deck instead of decisions
Agenda
Sample agenda
A typical running order. We tailor the agenda and timings to your group before the day.
- 20 min
Frame the session
Goals, constraints and who owns the decision.
- 40 min
Who is affected
Users, buyers, blockers and skeptics, with real quotes on jobs to be done.
- 45 min
Opportunity brief
Find the right altitude, then write a one-page brief with a metric that would change a decision.
- 15 min
Break
- 20 min
Frame-lock
Agree the brief before ideas. Record dissent for later.
- 45 min
Diverge, converge, select
Ideas inside named constraints. Score independently, then discuss the outliers.
- 30 min
Test plan
Hypothesis, participants, duration, metrics and pre-committed kill criteria.
- 15 min
Owners and next gates
A simple portfolio log with stage, owner, next gate and status.
Format
How it works
- How it runs
- Live and facilitated, with guided practice in every session.
- Where
- Online for distributed teams, or in person at your location.
- Materials
- Opportunity brief template, idea selection scorecard, test plan and portfolio log, plus a written summary after the session.
- Length
- About half a day, tailored to your goals.
- Pricing and dates
- Announced soon. Request this workshop and we will reply with options.
FAQ
Questions
When can we book it, and what does it cost?
Pricing and dates will be announced soon. Request this workshop and we will reply with options.
Who should attend?
The person who owns the decision, people who do the work and at least one healthy skeptic.
What do we get afterwards?
A written summary with the brief, the scores, owners and the test plan.
Can you run it on a plan we already have?
Yes. We can start from your existing plan and use the session to sharpen and test it.
Strategy and planning sessions
Request this workshop.
Tell us about your group and what you want to get out of the session. We will reply personally with options.
Pricing and dates announced soon. Questions? info@obraworkshops.com
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