commercial industry week

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Commercial Industry Week- Learning Experience Design

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Your Role Engage participants while deepening their understanding of industry solutions.

EngagementStrategies

Deliver key messages through active participation.

Draw on audience expertise.

Create a space to deepen relationships globally.

Create an Industry Week experience that is transformational and educational.

The Goal


Preparation and Planning

Icebreakers and Transitions

Technical Demonstrations

Expert Panel Discussions

Group ActivitiesScenarios and Case

StudiesFacilitation Tips

75 to 90 minute breakout session →

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Create a concise, prioritized set of presentation objectives. Plan to engage participants with narratives and activity.

Preparation and Planning

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Preparing and Planning: Designing the Experience

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Topic focus and relevance

• Does your content align to your expertise?

• Does your content align to the event objectives?

Audience background/prior-knowledge

• Will your audience understand your content?

Audience take away value

• What will your audience gain by listening to

your presentation and engaging in activities?

Room setup and staging

• List and organize any necessary peripherals in advance

(projector, flipcharts, markers, etc.)

Supporting documents

• List and organize requisite document in advance, include hard

copies as applicable.

Things to Consider

1. Create a clear, concise thesis statement for the presentation.

2. Create a list of 3-5 key sub-points that easily align back to your thesis and organize key points in a logical sequence.

3. Include quotes from industry experts and reputable research data.

4. Add multiple interactions and ways for participants to work with the topic.

Experience Objectives

Experience Design

• Open with a thought-provoking question or story

• Plan participant engagement within the first 10 minutes

• Use group activities to draw on expertise in the room

• Give participants an opportunity to move around the room


Don’t just tell the facts, tell a story

❑ Relate case studies to set the stage and provide context

❑ Show them how the software works by telling them why the software brings value

❑ Use quotes and anecdotes to add relatability

❑ Breakouts can be fun, have some!

Keep them engaged and you’ll keep them interested

Ask questions, leveraging the expertise in the room whenever possible

❑ Plan for a 60:40 ratio of activity to lecture

❑ Include movement to keep the audience physically energized

❑ Setup groups of industry teams, cross-industry work groups, regional and global cohorts

❑ Work with the audience to collaborate, network, solve problems, and showcase ideas

Make the visuals pop

❑ Simple is better

❑ Choose images that accentuate your content

❑ Use animation, but purposefully

❑ Rule of thumb: 20 slides (or fewer) per hour

Design an experience, not a presentation.

Check it if you got it.

Preparing and Planning: Checklist

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A good engagement starts with great planning.

Breakout title

❑ _______________________________________________________________________

Session topic(s)

❑ _______________________________________________________________________

❑ _______________________________________________________________________

❑ _______________________________________________________________________

Session takeaway value

❑ _______________________________________________________________________

❑ _______________________________________________________________________

❑ _______________________________________________________________________

Engagement Methods

❑ _______________________________________________________________________

❑ _______________________________________________________________________

❑ _______________________________________________________________________

Click on type of engagement for a design worksheet

Breakout Design Tool

Icebreakers and Transitions

Technical Demos

Expert Panel Discussions

Group Activities

Scenarios and Case Studies

Facilitation Tips

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Facilitation Tips

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Break the ice to help foster relationships.

Use transitions to more effectively move between topics.


Timing

• Consider beginning and/or ending your presentation with an

icebreaker.

• Use transition activities to bridge disparate topics.


• Identify and organize any data, peripherals or materials

required for your icebreakers and transitions in advance.

Things to Consider

Icebreakers and Transitions are typically:

• Shorter in duration

• Focused on the experience not the content

• About building relationships

• More fun and social

How is an Icebreaker or Transition different from a Group Activity?

Why use an Icebreaker or Transition?

• To build comradery

• To energize or focus the audience

• To close out a topic or to introduce a new topic

• To review material or relate one topic to another

Icebreakers and Transitions: Meaningful Pre-Engagement

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Icebreakers and Transitions: Samples

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1. Roll/Call:

How: Call on each person in turn to contribute one thought or idea.

When & Why: In introductions and closings. To ensure everyone in the room has a voice.

2. Two-Minute Reviews:

How: Participants take 2 min. with the partner next to them to share perspectives on information covered.

When & Why: Use at a section break. When participants need to quickly share perspectives.

3. Stump the Expert

How: The audience acts as one team and the experts as another The audience can ask the experts any question related to their topic of expertise,

industry, etc. The audience earns points when the expert fails to answer correctly.

When & Why: For quick fun around relevant topics. Engages entire audience. After a break or lunch as a crowd energizer or ice breaker.

4. Group Questions

How: In teams, participants craft key questions they’d like addressed during the session. The facilitator can collect the questions during a break

and addresses them when the group reconvenes.

When & Why: To get key topics of interest to add to the agenda.

A good transition sets the stage for engagement.


Icebreakers and Transitions: Worksheet

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Title/Type of Icebreaker or Transition

❑ ________________________________________________________________________________________________________________

When and Why to use this Icebreaker/Transition

❑ ________________________________________________________________________________________________________________

Peripherals/Materials Needed

❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________

Notes/Things to Remember

❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________

Questions (To ask and/or to be ready to answer)

❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________

A good transition sets the stage for

engagement.

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Plan, and then practice your demonstration. Include your audience. Keep the energy up!

Effective Technical Demonstrations

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Demonstration focus and relevance

• Be Prepared: Collate demo content in advance. If the software is

unreliable, consider using screenshots. Practice your presentation.

• Show the Process in Context: Start with the end goal, then show the

process.

• Keep the Energy Up: Be enthusiastic. Stand.


• Ask Questions Before the Demo: Find out what they want to know and

highlight these elements as you move through the presentation. Use this

time to get to know the level of interest and expertise that exists in your

audience.

• Connect with your Audience: Demonstrate the software’s capability, not

yours. Start from scratch with every participant.

Audience participation

• Advocate Interaction: Elicit discussion during presentation and leave time

at the end for further discussion. Have a parking lot.

Things to Consider

1. Define Task - (DT)

2. Software Overview - (SO)

3. List Peripherals - (LP)

4. Upstream Considerations - (UC)

5. Demonstrate Task – (DemT)

6. Downstream Considerations – (DC)

Components of a Demo

DT SO DemT DCUCLP

Start with the End Goal (Recommended)

Deductive Approach

Demonstration Structure

DTSO DemT DCUCLP

Technical Demonstrations: Hands-on Engagement

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Technical Demonstrations: Checklist

Design the task

❑ Define task to be demonstrated

❑ Put the task in context by identifying the end goal

❑ Identify upstream considerations (what does/should/might/could happen before the task?)

❑ List peripherals such as software, hardware or input data required

❑ List steps to demonstrate the task

❑ Identify downstream considerations (what does/should/might/could happen after the task?)

Prepare the steps

❑ Practice the demonstration from beginning to end, until doing so becomes effortless

❑ If it is possible software will be unavailable during presentation, create a version of the demonstrationcomprised of system screenshots as a backup

❑ Confirm availability of needed technology, software, hardware, Internet access, data access, etc.

Include the audience

❑ Prepare questions to ask to the audience, such as “Why would I have to do this step?”

❑ Identify breaks in the demonstration to stop and ask for questions from your audience

❑ Could this demonstrated be done as a group or team activity?


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Map your Journey

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Effective Technical Demonstrations: Worksheet

Describe the task to Demonstrate

❑ _____________________________________________

❑ _____________________________________________

List the task Steps

❑ _____________________________________________

❑ _____________________________________________

❑ _____________________________________________

❑ _____________________________________________

❑ _____________________________________________

❑ _____________________________________________

❑ ____________________________________________

❑ _____________________________________________

Pertinent Data (URL, login, password, etc.)

❑ _____________________________________________

❑ _____________________________________________


❑ _____________________________________________


❑ ________________________________________________

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❑ ________________________________________________

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❑ ________________________________________________

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Audience Engagement Strategies

❑ ________________________________________________

❑ ________________________________________________

Contingency Play (for technical difficulties)

❑ ________________________________________________

❑ ________________________________________________

Map your Journey


Expert Panel DiscussionsLeverage expertise and engage the audience by structuring the conversation.

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Topic focus and relevance

• Clearly communicate why the topic is important

• Get to know panelist and audience and add industry-relevant

stories into the discussion

Room for improvisation

• Ask open-ended questions, follow-up for more details

• Seek out questions where multiple points of view are likely

Audience participation

• Request audience questions in advance, ask for questions during

the event, and leave time for Q&A at the end

• Poll the audience, then ask panelists to elaborate

Tie-in to action

• Ask, “What should the audience do with this information?”

• Plan a strong wrap-up including panelists’ calls to actions

Engagement Techniques

1. Welcome by Moderator (W)

2. Panelist introductions (I)

3. Panelist presentations or comments (P)

4. Moderator-curated questions (MC)

5. Questions from the audience (Q&A)

6. Summary and closing (SC)

Components of a Panel

W/I MC Q&A SC

I/PW MC Q&A SCI/PI/PI/P

P Q&A SCPPPW/I

Q&A Style

Initial Remarks Style

Panel Presentation Style

Component Order

Expert Panel Discussions: Inquiring Engagement


A good conversation takes planning.


Design the panel

❑ Define a panel topic that is narrow and relevant

❑ Select 4 to 5 panelists that offer different perspectives on the topic

❑ Choose an appropriate panel format (See Components of a Panel on previous slide)

Prepare yourself and the panelists

❑ Interview panelists and note specific stories and examples to highlight

❑ Prepare opening remarks or lead story and panelist introductions

❑ Inform panelists of the format and potential questions

Plan the questions

❑ Use open-ended starter questions and detailed follow-up questions

❑ Request audience questions in advance, or solicit them during the event

Moderate the conversation

❑ Draw the audience in to the discussion

❑ Don’t allow one panelist to dominate the discussion

❑ Let panelists engage with each other

❑ Listen and take notes: bring it all together in your closing remarks

Expert Panel Discussions: Checklist

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Expert Panel Discussions: Worksheet

Panel Topic

❑ _____________________________________________

❑ _____________________________________________

Panel Format

❑ _____________________________________________

❑ _____________________________________________

Panelists (Name, Title, Specialty)

❑ _____________________________________________

❑ _____________________________________________

❑ _____________________________________________

❑ _____________________________________________

❑ _____________________________________________

❑ _____________________________________________


❑ _____________________________________________

❑ _____________________________________________

❑ _____________________________________________

Opening Questions

❑ ________________________________________________

❑ ________________________________________________

General Questions

❑ ________________________________________________

❑ ________________________________________________

❑ ________________________________________________

❑ ________________________________________________

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Closing Questions

❑ ________________________________________________

❑ ________________________________________________

Questions for the Audience

❑ ________________________________________________

❑ ________________________________________________

Audience Engagement Strategies

❑ ________________________________________________

❑ ________________________________________________

A good conversation takes planning.


Group ActivitiesDeliver key messages through active participation. Draw on audience expertise.

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Activity focus and relevance to topic

• How does this activity strengthen your presentation?


• How does this activity benefit your audience?


• Identify and organize peripheral materials in advance

Debrief questions

• Plan one or two questions about the activity (not the content) for

participants to process what they did

Things to Consider

Objective

• Identify and prioritize the objectives of your activity:

Education, networking, fun, chance to move around,

palette cleanser, other?

Timing

• Determine what time is the best time in your

presentation for a given activity.

Group Size

• What group size best supports your objective? Entire

audience, large teams, small teams, 1:1?

Spirit/Mood

• What do you want the mood to be? Focused,

conversational, casual, playful?

Components of an Activity

Group Activities: Engagement Through Practice

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Group Activities: Ways to Engage

People want to move and mix.

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1. Flipchart

How: Give participants an assignment and request that they capture their thoughts or the deliverable on flipchart. Their

flipchart will serve as their visual aid for reporting out. Display their charts in the room and leverage them as discussion

points.

When & Why: To get participants up and active. To aid recall of key points. To visually capture participants’ work and

ideas.

2. Gallery Walk/Run

How: Teams rotate clockwise around the room to provide bulleted answers to questions prepared by the presenter.

Place the questions on flipcharts around the room (1-2 questions per chart). Once a team has a addressed the question,

they rotate to the next chart to post their answers or to elaborate on the previous team’s responses. After the last

round, teams return to their original station to report out.

When & Why: To evaluate understanding or dispel misconceptions. For team collaboration or problem solving. To

energize, get them up, moving and thinking.

3. Ask My Peer Expert:

How: Facilitator assigns topic experts for participants to huddle around to answer questions during a mini-breakout.

When & Why: To boost confidence in those who are new to topic. To help participants understand ins-and-outs of a

topic or challenge.



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4. Mixed Bag

How: Teams of 4-6 representing various industry or sectors take 2 min. each to share exciting news, interesting facts,

challenges, or opportunities. Participants are allowed to ask each other questions and share thoughts. Select 2 or 3

groups to quickly share.

When & Why: To quickly get them up, moving, learning and sharing. To promote cross-industry learning and

collaboration.

5. Group Highlights

How: In pairs or small groups, participants prepare a brief summary of their key take-a-ways and how they will apply

and implement lessons learned Us as an alternative to a presenter’s summary. Use after a segment or at the conclusion

of the presentation.

When & Why: To collaborate around common challenges. To get a spectrum of ideas to a solution.

6. Quick Problem Solve:

How: Provide teams with an industry relevant problem to solve or brainstorm a solution around.

When & Why: To evaluate understanding or dispel misconceptions. For team collaboration or problem solving. To

energize, get them up, moving and thinking.

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7. Birds of A Feather

How: Teams of 4-6 representing the same industry, take 2 min. each to share their perspective on a question,

problem or issue.

When & Why: To network and share useful information.

8: Jigsaw

How: Mixed groups work on small problems that the group collates into a final outcome. Working individually, each

participant learns about his or her topic and presents it to their group. Next, students gather into groups divided by

topic. Each member presents again to the topic group. In same-topic groups, students reconcile points of view and

synthesize information. They create a final report. Finally, the original groups reconvene and listen to presentations

from each member.

When & Why: To share expertise/ideas around specific topics or industries. To promote collaboration and

cooperation. To spark high individual and group involvement.


Group Activity: Worksheet

Title/Type of Activity

❑ ________________________________________________________________________________________________________________

When and Why to use this Activity

❑ ________________________________________________________________________________________________________________


❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________


❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________


❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________

Debrief Questions (To ask and/or to be ready to answer)

❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________



Scenarios and Case Studies

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Scenarios and case studies give your content context.


Use stories to illustrate principles and best practices

• Present a principle, then provide a case story to illustrate the

principle in action

• Follow up with questions to enhance understanding.

Present a challenge to be solved

• Present a case with multiple ways of approaching and solving the

issue

• Ask how a specific course of action may or may not work within the

case

Let data tell a story

• Provide reports and key data for group analysis

Things to Consider

Scenarios and case studies are useful when the goal is:

• Identification of the problem or challenge

• Understanding and interpreting data

• Analyzing information

• Recognizing assumptions and inferences

• Thinking analytically and critically

• Exercising judgement

• Taking and defending decisions

• Understanding interpersonal relationships

• Communicating ideas and opinions

When to Use

Scenarios and Case Studies: Engagement by Problem Solving

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A good scenario is simple and meaningful.


Select appropriate scenarios

❑ Determine principles or best practices that would benefit from examples

❑ Select a case to illustrate each key point

❑ Select additional cases for participants to work

Design the case presentation

❑ Keep it simple – only include facts that must be reveled with the case

❑ Use general questions for a large-group discussion of the case

❑ Brainstorm solutions using SWOT (Strengths, Weaknesses, Opportunities, and Threats)

❑ Ask small groups to discuss and present a specific case solution

Prepare yourself

❑ Test your case presentation with a peer reviewer

❑ Consider additional follow-up questions you might ask

Facilitate group problem solving

❑ If you don’t get a response when you ask a question, ask another question. Keep asking until someone answers

❑ Ask groups to present, and then critique potential solutions

Scenarios and Case Study: Checklist

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Scenarios and Case Studies: Worksheet

Principle to Illustrate

❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________

Case Study Summary

❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________

Format for Discussion

❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________


❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________


❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________

❑ ________________________________________________________________________________________________________________

A good scenario is simple and meaningful.


Facilitation Tips

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Plan, design, prepare, lead.


Facilitation Tips

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Plan for facilitation

❑ Plan your facilitation and facilitate to your plan

❑ Leverage peer reviewers for early feedback

❑ Have a “Plan B” in case of technical difficulties

❑ Be aware of timing – activities may take longer than you anticipate

Design the session

❑ Design the experience, not just your presentation

❑ Build in additional questions to leverage expertise in the room

Prepare yourself

❑ Conduct a “Dress Rehearsal” of the breakout with peer reviewers

❑ Practice demonstrations multiple times in advance

Facilitate for engagement

❑ Be yourself! Let your personality come through and be conversational

❑ Keep energy levels up: move around and make eye contact with each attendee

❑ Expect the unexpected and go with the flow when necessary

Manage the experience togreatest effect.

Check it if yougot it.

commercial industry week

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