Workshop Facilitation Handbook — Third Edition 📘
Updated: Sep 12
I’m pleased to announce the release of the updated Workshop Facilitation Handbook — Operational Excellence Series.
Workshops can be powerful ways to bring people together, solve problems, improve processes, make decisions, and achieve important organizational goals. But a successful workshop takes more than putting a group of people in a room. It takes preparation, structure, facilitation, the right tools, and follow-through.
Workshop Facilitation Handbook introduces a practical seven-step approach called Workshop Facilitation for Success:
🔹 Set-up the Workshop Charter
🔹 Understand the Logistics
🔹 Create the Team
🔹 Clarify Roles and Responsibilities
🔹 Execute the Workshop
🔹 Share the Status of the Workshop
🔹 Salute the Team
The handbook also includes a Workshop Facilitator’s Toolbox with practical tools for brainstorming, root cause analysis, process mapping, decision-making, consensus building, communication, team building, action planning, and more.
And, like the other updated handbooks in the Operational Excellence Series, this edition includes AI Insights focused on practical ways AI can support the methodology without replacing the people doing the work.
Workshop Facilitation Handbook is designed as a practical reference for facilitators, leaders, improvement teams, and anyone who brings people together to accomplish meaningful work.
Sometimes the difference between a meeting and a successful workshop is simply having a good process for getting the work done.
📘 Workshop Facilitation Handbook
Operational Excellence Series
Rod Baxter



