Email Templates

One of the most overlooked parts of facilitation is the pre- and post-workshop communication.

We’ve put together a few email templates to ensure all participants:

1. Understand the expectations of the session before you begin
2. Are clear on their specific priorities and action items following the session

Each template is designed to reduce the mental energy you need to run the session, but please be sure to read through and tweak each to meet your specific needs before sending!

Introducing the Workshop | Email Template

48-Hours Before the Workshop | Email Template

Post-Workshop Key Takeaways | Email Template

Pre-Workshop Survey Questions

During the workshop, you will give participants heads-down time to individually submit their responses to core workshop questions. In order to do so, you’ll want to prepare a form in advance. You have many options for form creation, including Notion, Google Docs, TypeForm, etc. Below we’ve provided the questions and explainer text, so you can set it up in whatever platform you personally prefer.

P.S. You may be curious why we recommend having participants complete the survey during the workshop instead of sending it out before. You can find a full explanation here.

EOY Team Retro - Survey Setup

Please note: Anything in purple text is instructional and not to be included in the survey.

Survey Questions Template

Additional Survey Considerations