Regional Bank

Workshop Facilitation

While I can’t share proprietary details, this case study provides insight into my process for workshop facilitation and gathering ideas from branch teammates.

Description

As part of my product designer role, I have led the workshop facilitation and extensive planning for six workshops. The workshops I have hosted primarily serve as discovery sessions for branch teammates, allowing them to provide valuable insights. In addition to leading my own sessions, I have also supported colleagues as a facilitator and contributed as a participant in various workshops. Since joining the bank in 2022, I have:

  • Planned and led six workshops for the retail branch network
  • Assisted in facilitating five workshops for my design teammates
  • Participated in five workshops, contributing insights and ideas

Approach

For each workshop that I facilitate I complete the following:

  • Develop research plans outlining workshop goals and set expectations
  • Collaborate with product owners to develop a structured workshop schedule and design thinking activities for participants
  • Recruit participants and communicate travel expectations
  • Create participant packets with schedule, design thinking activities and area for notes
  • Create facilitation guides with design thinking activities and instruction for facilitators
  • Print participant packets, facilitation guides and large-format concept posters
  • Order catering for participants
  • Host overview sessions with all facilitators to align on expectations
  • Set-up room with white boards, post-it notes, sharpies, design thinking activities, etc.
  • On the day of workshop, lead sessions including Icebreakers, Expert Interviews, Empathy Maps, 100 Uses, Concept Poster and more
  • Collect and organize all data from design thinking activities
  • Analyze collected data and compile an insights document
  • Present findings to the appropriate team

Workshop in 2023

Workshop in 2024

Impact

Quotes from Retail Leadership

  • “Team – thanks again for making the trip into Cleveland last week’s design session. Jason shared with me how impressed he was with your level of engagement and the quality of ideas you shared. Your insights and passion will help shape future enhancements that will benefit all branch teammates.” –
  • “We gained a lot of valuable insights that will allow us to re-imagine the way our bankers execute on growing relationships. This workshop facilitation is critical work supporting one of our main strategic pillars and I can’t wait for the next phase of designing transformed experience.” – Senior Product Owner

Quotes from Workshop Participants

  • “Thanks everyone for the awesome class and truly making [regional bank] such an incredible workplace. This class was amazing and it was truly a pressure to meet everyone!” – Participant
  • “Thank you very much for the wonderful opportunity!! Enjoyed the brain storming sessions a lot and was impressed to see how nicely you created the workshop to gather more ideas to make it more impactful!! It was great meeting and knowing everyone!!” – Participant

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