Project Guide

Strategic workshop facilitation

This information will help you compile a project for a volunteer to facilitate a strategic workshop to solve a problem, brainstorm a new idea or fast track a plan.

Skills required

You're likely to require the volunteer to have:

  • Experience facilitating strategic workshops / meetings
  • A personable style
  • Good communication and listening skills

Likely project deliverables

The pro bono professional will deliver:

  • Review of information relating to the purpose of the workshop
  • Facilitation of a half or one day strategic planning session with staff and / or board of your organisation

Estimated time required

A project like this could be expected to take the volunteer 5-8 hours over one week.

Example of project steps with time estimates

Step one: Volunteer reviews relevant materials

The not for profit gives the volunteer relevant information, for example project brief, strategic plan or SWOT analysis.

Likely time commitment for volunteer: one hour reading and reflecting


Step two: Background call

Volunteer has a short 30-minute call with the organisation to confirm the goals of the meeting and discuss the structure / flow of the workshop.

Likely time commitment for volunteer: 30 minutes on call


Step three: Strategic planning workshop

Volunteer and organisation members meet at agreed location and complete a half or full-day workshop.

Likely time commitment for volunteer: 3-6 hours depending on the agreed length of workshop


Step four: Follow up

Volunteer sends the organisation recommendations or follow up notes relating to the workshop.

Likely time commitment for volunteer: one hour writing notes and one hour meeting with charity (if needed).

Check: before you list this project your organisation will have:

  1. Have you clearly identified and articulated why you need a strategic workshop?
  2. Made a decision about who needs to attend (incl. staff, CEO, stakeholders, board of trustees)
  3. Identified the information the volunteer will require to prepare for and facilitate the workshop.