Facilitator pack

Experience Principles Workshop

A workshop to define a small set of experience principles that guide decisions, trade-offs, and quality expectations across teams.

Back to method

Timebox: 90-120 min
Output: Experience principles
Participants: Facilitator, Design lead, Product lead, Service/ops lead, Sponsor
Format: Remote

Facilitator pack = one session-ready artifact you can run now. Workspace = a saved planning thread when the work needs follow-through, shared context, or outputs to circulate.

0-20 min - Context and evidence: Align on why principles are needed.
20-65 min - Principle drafting: Create and refine principle options.
65-95 min - Scenario stress test: Validate clarity and usefulness.
95-120 min - Commit and rollout: Agree final set and adoption plan.

Checklist for tomorrow

Track readiness before the session starts and before you hand off outcomes.

Prep

Confirm objective and decision scope for this run.
Confirm facilitator and note-taker ownership.
Send invite with objective, outcomes, and timebox.

Materials

Prepare templates, prompts, and room setup.
Check links, boards, and capture tools are ready.
Pre-label output artifacts for handoff.

Logistics

Confirm participants, roles, and speaking order.
Assign output owner before the meeting ends.
Schedule a 24-hour synthesis and follow-up note.

Adjust pack setup

Only change this when the audience, depth, or delivery mode changes the session plan.

VariantAudienceDelivery

Need to carry this further?

Move into Workspace when this session needs follow-through, saved context, or outputs you need to share.

Carry this into Workspace