Review Workshop
Content
1. Purpose
The Review Workshop is the final workshop before the Decide Workshop (Phase IV) for the Project Team. The workshop has two parts. The first part covers the presentation of new insights and the applied methodological approach of the Step 4: Validate. The team reviews these insights and briefly refines the business model, the offering(s), and the methodological approach. The second part focuses on preparing for the final Decide Workshop (Phase IV). You'll take a look at how the Decide Workshop (Phase IV) takes place and what's expected from the team. You then start working on the final presentation by preparing a "Decide Wall" and defining the storyline for the final presentation. Eight blank flip chart papers in a row on the wall or pinboards, paired with the following eight categories, help you develop the storyline and content for the final presentation in line with the Phase IV: Validation & Refinement phase:
Team / Task (e.g. project charter)
Customer segmentation
Step 2: Discover, main areas, main findings
DNA of the Business Model
Questions / hypotheses and overview of validation steps
Detailed presentation of exploration / validation of each question / hypothesis
Recommendation to the jury
Brief reflection on what went well in the sprint and what didn't and what should be done better next time
Emphasize that each blank flip chart paper should tell a story of its own, while the leitmotif stays synchronised across all categories. Clearly address the team member roles and the speaking order for the final presentation. Take into account the presentation skills, style, and expertise of individual team members. For some team members, it might be more efficient to prepare for a very detailed Q&A instead of trying to become a presentation pro alongside the remaining sprint work.
Finally, we again set aside the necessary time for task alignment and responsibilities (see Action Plan), before closing the workshop with a wrap-up and farewell.
2. Duration
1 full day + preparation and documentation
3. Participants
4. Preparation
As a Team Member
Our Guiding Principles fully apply to developing and aligning the final presentation. We strive for precise, consistent language, being visual, and focusing on clear results. It might feel repetitive to sum up the customer segmentation or business DNA again on a flip chart — but it keeps everyone on the same page. It also often reveals that, even at this stage, there are very different opinions about the Business Model. Keep an eye on your workload and how it's distributed among team members. At this late stage of the sprint, schedules can get tight and tasks might pile up for some team members. Preparing the final presentation often needs to happen alongside finishing validation activities.
Check out the box below to learn how you can prepare for the workshop.
Visualise your newest insights of the Step 4: Validate
Make sure you can communicate the core of each insight briefly and think about potential adaptations of the m
Recap all previous findings and make sure that you have your latest iteration of your Business Model in mind
Free up your calendar for the day and make sure you can attend the workshop with 100% attention
Arrange travel and accommodation if needed
As a Team Coach
The recommendation to the jury needs your special attention — it should draw logical conclusions from the results of the Step 4: Validate while also reflecting team consensus. Once the storyline is defined, start collecting potential questions the sponsor might ask during the Decide Workshop (Phase IV). Be ready for them and discuss how the team plans to answer.
Schedule at least one whole day for the workshop, and plan some backup in case the team shies away from making decisions. Preparation is key — documentation, on the other hand, should rest mainly on the team's shoulders.
Keep each team member's presentation of their findings very brief during the workshop. Avoid detailed discussions unless absolutely necessary at this point. Be strict about time-boxing — it's your responsibility to politely end or postpone overly detailed discussions to keep the schedule. The team will be tired after weeks of extra work on top of their day job. The workshop is also there to motivate the team once more and keep the tension up until Decide Workshop (Phase IV).
Stay open to spotting and addressing "elephant-in-the-room" topics. There might be personal or political issues that have built up during the sprint phases, or that result from the team's validation work. These topics need to be addressed before the final presentation at Decide Workshop (Phase IV). Not addressing them properly beforehand unnecessarily puts the team's work and the credibility of the final recommendation at risk. Unsolved issues can cause the final presentation to spiral into a big discussion, or the sponsor to challenge the quality of the sprint results.
Consider the following tasks to prepare the workshop.
Prepare all team members to briefly speak about new insights / findings
Prepare an overview of the main hypotheses and what was done to validate them (see Hypotheses & Experiments & Action Plan or other visualisations like a mindmap for a more detailed overview)
Coordinate with the Team Manager to make sure all team members are invited and that travel and accommodation are arranged
Define and align the agenda with the Team Manager
Book and organise room and catering
Prepare and print all tools & materials
5. Signs of Success
We consider the Review Workshop a success...
...if the team has a common understanding of the entire "project flow" (intermediary results of each phase and conclusions for the next phase)
...if the project team defined a storyline for the final presentation
...if there's draft content for each category, along with anticipated sponsor questions
...if the project team detailed an Action Plan with clear tasks to be finished until the Decide Workshop (Phase IV)
...if we all agree on the assigned team roles for the Decide Workshop (Phase IV) and the speaking order for the presentation
...if the project team defined a clear recommendation to the sponsor/jury and actionable next steps
6. Tools & Materials
1x "Moderation Wall" with purpose and agenda
1x "Sponsor's view" carpet
1x Project Charter in the Project Workspace
1x Flip chart with paper
8x Blank flip chart papers on the wall OR "Decide Wall"
1x Mindmap (printed)
4x Pin boards or large foam boards
1x Moderation kit
A4 Blank paper
1x Business Model template and 1x Hypotheses & Experiments template (from previous phase)
1x Action Plan
7. Documentation
Pictures of the mindmap and the poster drafts at the end of the workshop are uploaded to the virtual workspace (e.g. Miro Templates "Sprint").
Overview of who is responsible for which poster (if not mentioned on the poster drafts).
All tasks for the coming days are documented in the Action Plan.
8. Q & A
What if a team member can't attend D-Day in person? Try to let them participate via video call, or have the team member record a video of themselves presenting a poster.
What if the team still has some unvalidated hypotheses? This is not unusual. Be transparent with the jury: point out what has been validated, and what will still be validated in the next iteration.
What other ways are there to visualise content besides posters? Anything that helps others quickly understand what it's about. This could be, for example, a brochure used to communicate with users and customers, a landing page, a video of interviews, or a prototype.
9. Room & Infrastructure
1x Empty wall: > 420 x 200 cm
1x Empty wall: > 120 x 90 cm
Chairs or cube seats
1x Low-distance projector for project workspace
1x Table for catering
Hot & cold drinks, snacks or finger food
Example Layout
10. Example Agenda
In some cases the Review Workshop has to take place in a virtual work environment, which influences the agenda. Check out our Miro Templates "Sprint" to facilitate the Review Workshop online.
Time | Activities | Format* | Stakeholders |
08:30 - 09:00 | Arrival and "Good Morning Coffee" | B | All |
09:00 - 09:15 | Welcome and agenda walkthrough | P | Team Coach |
09:15 - 10:00 | Presentation of new insights from Step 4: Validate | D | All |
10:00 - 10:30 | Review of new insights & refinement of the business model / offerings and methodological approach | D | All |
10:30 - 10:45 | Introduction to the Decide Workshop (Phase IV) | P | Team Coach |
10:45 - 12:30 | Definition of the storyline for the final presentation | T | All |
12:30 - 13:30 | Lunch break | B | All |
13:30 - 15:00 | Definition of the content of the poster(s) for the Decide Workshop (Phase IV) | T | All |
15:00 - 16:00 | Task management | T | All |
16:00 - 16:15 | Wrap-up
| P | Team Coach |
* P = Presentation | D = Discussion | B = Break | T = Teamwork