This guide is to help you put together a workshop from scratch without using one of our pre-defined templates. If you'd prefer to use one of our templates and you want more help with this, there is an article for this also - see here.

Once clicking to create a new workshop on the facilitator homepage, the first thing you need to do is give your new workshop a name, objective and key question. They provide focus and clarity and it is well worth spending time getting them just right. Next up you need to select the steps and methods you are going to use.

If you want some help considering what to put into your objective and key question, see this article here

Axis has a set of five best practice steps:

  • Share
  • Frame
  • Create
  • Evaluate
  • Action

They are designed to create a continuous and integrated flow with the content created in one step progressing into the next. Each step has a variety of available methods and the option to skip that step. For instance, if the participants already know each other well share can be skipped.

Which method to select is up to you and depends on what you are trying to achieve. For example, in the create step if you want to have unconstrained brainstorming to create lots of ideas then choose idea creator. However, if it is depth and quality you are looking for then round robin could be a better option.

As each method is selected, they may need to be configured to tailor them to your specific needs. This could involve defining the axes on the two-by-two matrix or pre-adding ideas on the idea creator to kick-start the brainstorming process.

With all the methods configured you can see the workshop summary and start the workshop whenever you are ready. If you want to see whether the configuration is complete then go to the summary tab which will show any gaps. Remember to click save when configuring each tool.

Once all of this is done, and the Workshop Summary screen shows all ticks, the workshop is ready to start.

Next article: starting a workshop

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Would you like to know what's next on Axis roadmap? Take a look, vote and watch the upcoming features and template here

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