You're facilitating an interactive workshop—brainstorming, design thinking, strategic planning, or team exercises. You need participants actively engaged, not passively watching.
Typical setup: 10-40 participants, 1-3 hours, high interaction, multiple activities
Quick Setup Checklist
1 Week Before
- Create your space and boards
- Set up canvas with activity zones
- Create agenda with prompts and timers
- Test with a colleague
1 Day Before
- Send join link + System Check to participants
- Prepare backup activities
- Clone space as backup
30 Minutes Before
- Run System Check yourself
- Open space and verify everything loads
- Position yourself at the welcome area
At Session Start
- Greet early arrivers
- Quick tech check with participants
- Orient everyone to the space
Recommended Settings
Space Mode
Use: Interactive or Sidebar
| Mode | When to Use |
|---|---|
| Interactive | Small groups, high movement, organic conversation |
| Sidebar | Need to see faces while working on canvas |
Audio Type
Use: Spatial or Zoned
- Spatial audio (10-20 people): Natural proximity-based conversations
- Zoned audio (20-40 people): Defined breakout areas
Permissions
Participants need: Editor access
They should be able to:
- Add sticky notes and text
- Move elements
- Draw if your activities require it
Essential Features for Workshops
Timer Tool
Keep activities on track:
- Set visible countdowns for each activity
- Participants self-manage time
- You're free to facilitate, not clock-watch
Prompts
Display instructions without cluttering canvas:
- Activity instructions visible to all
- Combine with timers for timed activities
- Clear when moving to next activity
Breakout Rooms
For small group discussions:
- Random or assigned grouping
- Bring everyone back with one click
- Visit rooms to check progress
Card Decks
For structured activities:
- Icebreaker prompts
- Discussion starters
- Random selection
Canvas Layout for Workshops
Recommended Structure
┌─────────────────────────────────────────────────────────┐
│ WELCOME ZONE │
│ (Participants land here) │
│ Agenda | Ground Rules | Your Video │
├─────────────────────────────────────────────────────────┤
│ │
│ ┌───────────┐ ┌───────────┐ ┌───────────┐ │
│ │ ACTIVITY │ │ ACTIVITY │ │ ACTIVITY │ │
│ │ ZONE 1 │ │ ZONE 2 │ │ ZONE 3 │ │
│ │ │ │ │ │ │ │
│ └───────────┘ └───────────┘ └───────────┘ │
│ │
├─────────────────────────────────────────────────────────┤
│ PARKING LOT │
│ (Questions, ideas for later) │
└─────────────────────────────────────────────────────────┘
Zone Tips
- Color-code zones - Easy visual navigation
- Label clearly - "Team A Zone" not "Zone 1"
- Include instructions - Brief guidance in each zone
- Leave white space - Room for participant content
Sample Workshop Flow
Opening (10-15 min)
- Welcome in Conference mode - See all faces
- Quick tech check - "Can everyone hear me? Give a thumbs up"
- Agenda overview - Use prompt tool
- Icebreaker - Card deck or quick sticky note activity
Activities (Main block)
- Transition to Interactive mode
- Display prompt with instructions
- Start timer
- Let participants work - Visit areas, answer questions
- Call time - Bring attention back
- Share/discuss - Rotate or present
Closing (10-15 min)
- Return to Conference mode - All together
- Key takeaways - What are you taking away?
- Next steps - What happens after this?
- Thank and close
Common Workshop Challenges
"Energy is dropping"
Try:
- Switch to a different activity type
- Add movement (move to a different zone)
- Quick energizer (reactions, card draw)
- Take an unplanned 5-minute break
"Some participants aren't contributing"
Try:
- Use individual before group (brainwriting)
- Call on quieter voices specifically
- Anonymous contributions (same color sticky)
- Smaller breakout groups
"Technical issues disrupting flow"
Prevent by:
- Having participants run System Check before
- Testing space thoroughly yourself
- Having backup plan (shared doc, etc.)
- Keeping one activity simple (no tech required)
"Running over time"
Manage by:
- Build buffer into your agenda (10-15%)
- Know what you'll cut if needed
- Use visible timers to keep yourself honest
- Prioritize—what MUST happen?
Features to Skip for Workshops
Unless specifically needed, you probably don't need:
- Teams (temporary breakouts work fine)
- Complex permission structures
- Multiple boards (one usually enough)
- AI Agenda Builder (use your expertise)
Keep it simple. Complexity is the enemy of engagement.
Pre-Session Message Template
Send to participants:
📋 Workshop: [Name]
📅 [Date/Time]
⏱️ Duration: [X] hours
🔗 Join here: [Kolab link]
BEFORE THE SESSION:
1. Use Chrome or Firefox
2. Run System Check: https://app.getkolab.ai/system-check
3. Find a quiet space with good internet
4. Have camera and mic ready
See you there!
Related Guides
- Your First Session - Facilitation fundamentals
- Board Templates - Save your layouts
- AI Agenda Builder - Get activity ideas
- System Check - Verify your setup