Week 5: Facilitate the Scale-up Workshop + prepare for Shaping the Way Forward

Week 5

Facilitate the Scale-up Workshop &
Prepare for Shaping the Way Forward

You can breathe a sigh of relief. You have successfully guided the team through its 30-Day Project.  Now is the time to celebrate and share the recommendations and lessons learned at the Scale-up Workshop.  At the Scale-up Workshop, the Team Leader will pass the baton back to the Sponsor and leaders to carry the work forward.

Your Mission This Week

Facilitate the Scale-up Workshop

Your main mission is to ensure the Scale-up Workshop is successful. You have reviewed the suggested slides and facilitation guide last week, but just in case you missed them, we are including them here. 

We suggest that you do the Scale-up Workshop early in the week. This way, you can schedule debriefing sessions with the Team Leader and Project Sponsor later in the week. You can also have one combined meeting with both. 

Do a few last checks – 

  • Project Sponsor – Ready for their role in the workshop and the decisions the leader needs to make on the Way Forward.  
  • Workshop logistics

For easy reference, we included the  Learning Deep Dives from last week in case you need a quick refresher:

Facilitating the Scale-up Workshop

Coach the Sponsor on Scale-up

Debrief with the Team leader

Set up a time for a “close out” session with the team leader.  Here are topics to cover during this session:

  • Feedback on the Scale-up Workshop.
  • Appreciation for the role they played throughout the 30 days.
  • Solicit suggestions for improving the process.
  • Test their interest in learning more about the 30-Day Project process and becoming a team coach for future 30-Day Projects.
  • Agree on a time to check in with them in 2-3 months to get their perspective on progress on the sustainability front.
Meet with the Sponsor

Set up a time to talk with the sponsor to debrief and discuss the way forward. Here are topics to cover:

  • Their impressions and takeaways from the workshop
  • Review the sustainability and scaling recommendations. Based on these, decide on the best way to move forward.   
  • Prepare a draft thank-you note from the sponsor to the team, with a cc to their managers. Try to highlight specific contributions of the team members, so it is not a generic note. You can use some of the things that emerged at the Scale-up Workshop in this. 
  • Where appropriate, ask the sponsor to send private messages to managers of specific team members who shined during the 30 days. Praise them.
  • Discuss how you can help the sponsor with the Scale-up discussion and the decisions the leaders will need to make

Preparing for the last week (Week 6)

Next week, you will prepare a short Project close-out report for your manager and the other Leaders in the organisation. You can download a template below to help you get started after debriefing with the Team Leader and Project Sponsor.  Please upload the report in next week’s assignment section.

Begin to sketch out the unique story of this 30-Day Project team:

  • What are the “memorable moments” of the team? These could be moments of success or moments of great difficulty.
  • For each of these moments, fill in the structure of a story that makes the team’s experience as vivid as possible. 
  • Decide how best to bring each story to life: this could be through a short video in which the protagonists describe the experience, a news article or blog post with quotes from the protagonists, or another way to memorialise this team’s experience. 

To help you with this, here is a Deep Dive: Telling the team’s 30-Day Project Story.

The organisation’s leaders now have the responsibility to follow up on the decisions made at the Scale-up Workshop to honour the team’s work. 

You still have a little work to do to help them translate their commitment into action. The deep dive below helps you do that. 

Supporting the leaders to Amplify

While you tie up loose ends in the last week or two, there will also be a section that aims to provide some closure to your experience as a 30-Day Project coach and to invite you to continue your learning journey. 

Weekly Assignment