How to Plan a Workshop Checklist

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Planning a workshop can be quite challenging, especially if you don’t know where to start. You have to do a lot of things in such little time and make sure nothing goes wrong. In this guide, we’ll explain how to plan a workshop checklist.

Step #1: Set up your workshop

The first thing you need to think about is setting up your workshop. This means that you need to come up with a workshop program or agenda that helps achieve your goals or your business objectives. This helps set a direction for your workshop and makes sure that all your team members are on board with the goals of the workshop.

You also need to consider your target audience or the people that will attend your workshop. This helps you reach out to the right people, especially people that may already be interested in joining the workshop. With a better understanding of the workshop’s aims and target audience, you will have a much easier time deciding on a budget to execute everything.

To let people register for the workshop, you need to create a registration form for attendees. This way, you can add questions that you may want to ask members before they register for your workshop. Once you have everything sorted out, you can set the start and the deadlines of your workshop.

By using Event Espresso, you can easily create workshops on your WordPress website and set them up without having to write a single line of code. Event Espresso lets you create in-person or online workshops for couples, groups, or exclusive members on your website. For instance, you can set up and host self-development workshops, alternative learning workshops, or offer members meditation workshops.

Step #2: Set up your workshop website

Now after setting up the basic details of the workshop, it’s important to start working on your workshop website. This means that you need to build your workshop website to let people view your content, submit registration forms, and learn more about your brand. Ideally, you want your workshop website to be easy to navigate and offer a simple way for members to register for the workshop, even for non-tech savvy users.

In addition to this, it’s also great for providing additional information such as FAQs or terms and conditions to members before they register for your workshop. This not only enhances the user experience on your site but also helps members make informed purchase decisions.

Event Espresso offers an intuitive way of setting up event registrations for your workshop on your WordPress website. People visiting your workshop website will be able to quickly enter their details and submit their registration within a few clicks.

Event Espresso comes with built-in functionality that lets you sell tickets for a series of workshops. This means that you can offer workshops with multiple sessions in them. You can let users purchase sessions individually or they can buy all of them at a discounted rate.

Here is what one of our customer’s, Dennis, says about how Event Espresso helps with his workshops:

“I give workshops on flower arrangements in Amsterdam. Event Espresso works great and saves me lots of time. I no longer need to send e-mails or invoices.”

Step #3: Promote your workshop

Now that all the work needed to set up your workshop is done, you need to consider promoting your workshop to your target audience. This helps ensure that all your messages and announcements reach everyone that might be interested in joining your workshop.

It’s also important to promote your workshop so that you reach your minimum registration limit. This way, you have enough attendees joining to make your workshop profitable.

You need to start getting the word out to people about your workshop by using social media platforms such as Facebook, Instagram, or Twitter. If you already have a social media following, you can create hype on social media platforms for the upcoming workshop and attract more people to register for it.

You can also promote your upcoming workshop using your workshop website. All you need to do is set up your website properly using a WordPress event theme and use a robust event registration plugin like Event Espresso to offer registrations and workshop payments on your site. In addition to this, it’s also a great idea to send out a message to people in your email list about your workshop. This helps attract the attention of people that are already interested in your content.

Step #4: Run your workshop

Once you launch the workshop, you need to make sure everything is in check and going according to the plan. This means that you need to keep an eye on the goals and aims of the workshop and check if they are being followed.

You also need to ensure all deadlines and important timelines of your workshop are being met. This way, you don’t have to worry about members missing out on important event sessions due to sudden changes in dates and helps ensure your workshop doesn’t “drag out” longer than you had initially planned.

In addition to this, it’s also important for you to make sure all your members are satisfied with your workshop. You need to ensure the people who paid to join your workshop are satisfied with their experience so far. You can ask them about their favorite part of the event, their takeaways, or something that they don’t enjoy during the event. You can even ask them for any personal suggestions. By doing so, participants will feel that they are valued and this will improve your relationship with them.

If there are any issues along the way, resolve them immediately.

Step #5: Ask for feedback to improve

After the workshop has ended, it’s time for you to look at important metrics and decide future strategies and plans for hosting workshops. You need to consider important metrics and see how many attendees were there in total. This helps you decide whether your workshop was successful or not and what should be changed or improved for the next workshop you host.

You also need to consider how successful your marketing campaigns for your workshop were. This gives you a general idea of whether your target audience liked the content or were not interested at all. This way, you can set up and run your future marketing campaigns accordingly and enhance their success rate.

The next day, you can send an email to all participants asking about their experience. This is a great way to build better customer relationships and get testimonials that can help attract more people for future events or workshops. It also helps get honest feedback from members on their experience during the workshop. This helps you improve your content and offer a more unique and personalized experience to participants.


Hopefully, you now have a better idea about how to plan a workshop checklist.

Once you’ve created a solid workshop checklist, you don’t have to worry about planning and hosting your workshop. This not only saves you a lot of time but also boosts the efficiency of the workshops. With a better set-up and managed workshop, you attract more attendee registrations and generate more revenue for your business.

Ready to start planning a workshop checklist and host your next workshop? Try the Event Espresso demo today!

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