How It Works

Our structured approach to delivering team collaboration training

From First Contact to Lasting Impact

Our engagement process ensures training is relevant, practical, and creates meaningful improvement in how your team collaborates.

1

Initial Consultation

We begin with a conversation to understand your team's current situation, collaboration challenges, and goals. This discussion covers team size and structure, current processes, pain points you're experiencing, and what success would look like.

30-45 minute discussion
Video call or phone
No preparation required
2

Discovery & Assessment

For organizations proceeding with training, we conduct a more detailed discovery phase. This includes a team survey to gather input from multiple perspectives, review of current collaboration tools and processes, and identification of specific scenarios to address in training.

Team member survey
Process documentation review
1-2 weeks timeline
3

Program Design

Based on discovery findings, we design a customized training program. This includes selecting relevant methodologies, creating exercises using your team's actual scenarios, determining workshop format and duration, and developing supporting materials.

Customized content
Tailored materials
Review and approval
4

Workshop Delivery

Training sessions combine instruction, discussion, and hands-on practice. Participants work through real scenarios, practice new techniques, and develop action plans for implementation. Sessions are interactive with plenty of opportunity for questions and discussion.

Interactive format
In-person or virtual
Practical exercises
5

Implementation Support

Following workshops, we provide resources to support implementation. This includes templates and checklists for ongoing use, reference materials summarizing key concepts, and email support for questions during initial application.

Resource materials
Email support access
Optional follow-up sessions

Workshop Experience

What participants can expect during training sessions

Concept Introduction

Each topic begins with clear explanation of the methodology or framework. We cover the reasoning behind approaches and how they address common collaboration challenges.

Real Examples

Concepts are illustrated with examples from similar organizations and industries. We show how approaches apply in different contexts and adapt to various situations.

Hands-On Practice

Participants practice techniques through exercises using scenarios from their actual work. This includes small group activities, full group discussions, and individual reflection.

Group Discussion

Time is allocated for teams to discuss how approaches apply to their specific situation. These conversations often surface important insights and help teams adapt methods to their context.

Action Planning

Sessions include time for participants to develop concrete plans for implementing new practices. Teams leave with specific next steps rather than just general ideas.

Questions & Troubleshooting

Plenty of time for questions throughout. We address concerns about implementation challenges and help teams think through how to handle specific situations they anticipate.

Delivery Options

Flexible formats to match your team's needs and preferences

On-Site Training

We travel to your location to deliver training in your workspace. This option works well for teams who prefer in-person learning and have suitable meeting space available.

Considerations:

  • Requires meeting room with appropriate setup
  • All participants in same location
  • Scheduling coordinated around your calendar
  • Materials provided in physical format

Virtual Training

Live training delivered via video conferencing platform. Designed specifically for remote delivery with interactive elements adapted for online environments.

Considerations:

  • Participants can join from anywhere
  • Requires reliable internet connection
  • Digital collaboration tools used during session
  • Recording available for reference

Hybrid Training

Combination of in-person and virtual participation. Accommodates teams with some members co-located and others remote, ensuring everyone can participate effectively.

Considerations:

  • Requires hybrid-capable meeting space
  • Facilitation adapted for mixed participation
  • Technology setup for seamless inclusion
  • Activities designed for both formats
Training materials and resources

Materials & Resources

All training includes comprehensive materials designed for ongoing reference and use. These are not generic templates but resources customized to reflect your team's context and the specific approaches covered in your training.

Typical Materials Include:

  • Framework summaries and reference guides
  • Templates for meetings, planning, and documentation
  • Checklists for implementing new practices
  • Decision trees for common scenarios
  • Recommended reading and additional resources

Typical Timelines

Understanding the timeframe from initial contact to workshop delivery

Expedited Timeline

2-3 Weeks

For teams with urgent needs or simple requirements. Includes brief discovery, focused program design, and quick workshop scheduling.

Discovery 3-5 days
Design 5-7 days
Delivery 1-2 days

Standard Timeline

4-6 Weeks

Most common approach allowing thorough discovery and thoughtful customization. Provides time for team input and careful program design.

Discovery 1-2 weeks
Design 1-2 weeks
Delivery 1-3 days

Extended Timeline

8-12 Weeks

For complex programs or multi-session series. Includes extensive discovery, iterative design, and training spread across multiple dates.

Discovery 2-3 weeks
Design 2-3 weeks
Delivery 3-6 weeks

After Training

Supporting implementation and sustained improvement

Immediate Implementation

Teams typically begin applying new practices within days of training. The action plans developed during workshops provide clear starting points for implementation.

Email Support

Questions that arise during initial implementation can be addressed via email. We provide guidance on adapting approaches to specific situations teams encounter.

Follow-Up Sessions

Optional follow-up workshops can be scheduled to address implementation challenges, refine approaches based on experience, or cover additional topics.

Ongoing Evolution

Teams continue developing collaboration practices beyond initial training. The frameworks learned provide foundation for ongoing improvement and adaptation.

Ready to Get Started?

Schedule an initial consultation to discuss your team's needs and explore how we can help.

Begin the Process