Process Improvement Workshop
Operations teams, process owners, service-delivery teams, continuous-improvement teams
Establish operational context, surface process friction, reflect on current-state performance, generate improvement options, and prioritize actions.
Workshop Goal
Establish operational context, surface process friction, reflect on current-state performance, generate improvement options, and prioritize actions.
- Establish the operational context
- Surface process friction and current-state pain points
- Reflect on what is working and what is not
- Generate improvement options
- Prioritize the highest-value actions
MyWorkshopTools handles the technology, timing, and participant experience. You focus on the conversation.
Workshop Timeline
A step-by-step structure for the full 60-minute session.
- Icebreaker Experience 8 minShift from execution mode to improvement mode.Operations teams are often heads-down. Give them permission to step back and think about the work, not just do the work.
- Team Polls 12 minEstablish the operational context and surface current-state friction.Pause on bottlenecks, rework, handoffs, quality issues, and automation opportunities. These are the data.
- Team Retrospective 12 minReflect on what is working and what is not in current processes.Retrospective must occur before Idea Storm. You need to understand the current state before generating solutions.
- Idea Storm 12 minGenerate improvement options based on what the retro surfaced.Ideas should address the friction surfaced in Polls and Retro. Keep discussion focused on processes, not blame.
- Priority Poker 12 minPrioritize the highest-value process improvements.After reveal: "This is what the team said matters most. What's the first step to act on the top priority?"
Facilitator Guide
Key Notes
- Retrospective must occur before Idea Storm — always. Understand current state before generating solutions.
- Idea Storm must occur before Priority Poker.
- Discussion must focus on processes, not blame.
- Call out bottlenecks, rework, handoffs, quality issues, and automation opportunities explicitly.
- Close with a concrete first step, not just a ranked list.
Discussion Tips
- Where does our process create the most friction for the team or the customer?
- What's the one thing we keep working around that we should just fix?
- What would our process look like if we redesigned it from scratch?
Closing Prompts
- "What's one process improvement you're committing to this quarter?"
- "What's the first step to act on our top priority?"
Delivered Through Workshop Plans
When launched, this Playbook becomes a Workshop Plan that guides facilitators through each activity, tracks workshop progress, and supports structured delivery from beginning to end.
Ready to run this workshop?
MyWorkshopTools guides you through every step. No facilitation experience required.