Professional development, education, team alignment, and improving existing business practices are accomplished through workshops, and workshop templates pull a lot of weight to organize successfully run workshops.
There is almost no limit to the potential of an organization that recruits good people, raises them up as leaders, and continually develops them. — John Maxwell Share on X
At SnackNation, we believe that collaboration, professional development, and employee education are key components of the modern workplace experience.
Our teams harness the power of the best online collaboration tools to help increase productivity and efficiency through workshops and education.
More than ever before, companies have found value in running various workshops that provide for their employees. Choose a template befitting your workshop plan. Each one has a starting framework that should be a clear fit, although each can be customized to organizational preferences.
By reading into their features and benefits, you can determine which of our selected workshop templates matches the category of the workshop you are planning.
How We Chose the Best Employee Workshop Templates
We understand that a rewarding workshop makes an organization a provider of professional development, well-being, and productivity. Each workshop focuses on one type of workshop and does it well instead of making it a “one size fits all” model.
Why trust us? The SnackNation team has been testing and reviewing thousands of templates for over a decade.
Our selection criteria:
- Can be shared with team
- User-friendly interface
- Visually Appealing
- Customizable
- Great for collaboration
- Save Time
- Value added
Pro-Tip: Use “Command + D” to bookmark this list – we update it often with the latest and most useful workshop templates!
Best Employee Workshop Templates
1. Workshop Agenda by ClickUp
🏅 Best For: Full-day or half-day workshops
As you turn a workshop’s general idea into specific tasks, spend less time creating a template. With project management features like automation and task dependencies, you can pull together the materials and participants for workshops and for education and team building.
❤️ Why we love this workshop template: It provides a structure for a facilitator to follow.
⭐️ Pros:
- Action Items: Have clear ownership, date and time, materials, and purpose
- Workflows: View flowcharts as lists, Gantt, Workload, Calendar, and more
- Time Breakdown: Assign a timeframe to each workshop activity
❗️Cons:
- It lacks a workshop brainstorming space.
2. Staff Training Template by Smartsheet
🏅 Best For: Large group training sessions
The Staff Training Template is a record book that allows you to chart employee outcomes in training workshops. In check boxes, mark either yes or no, an employee’s status in areas of your choosing, although this template comes complete with headings that can be renamed. It is adaptable to workshops training hard or soft skills and afterward.
❤️ Why we love this workshop template: Recording team performance is useful for complex training where a percentage of employees do not pass the first time and must schedule a retest later.
👉 Try This Smartsheet Template
⭐️ Pros:
- Formats: Available in Microsoft Excel, Word, and PDF
- Status Update: Formatted to easily make employee training status updates
- Knowledge Areas: Segment large topics into distinct outcome categories
❗️Cons:
- It lacks an app toolkit that other templates have, including file sharing and visual views.
3. Wellbeing Workshop by Miro
🏅 Best For: Integrating wellbeing policies
Involve the entire team in creating a well-being policy. Lead with a facilitator who refers to information in this template and run the workshop to develop a policy that works for everyone by combining everyone’s definitions of well-being, positive action, and healthy everyday awareness. The policy focuses on both the positive and negative aspects of well-being, giving you a full understanding.
❤️ Why we love this employee workshop template: This wellness template is designed to document each employee’s contribution, meaning everyone’s voice gets heard.
⭐️ Pros:
- Organized: Color-coded sticky notes are assigned to each team member
- Team Collaboration: Take ideas and take action where worthwhile.
- Brainstorming: Topics include rewards, goal setting, and more
❗️ Cons:
- The 2-3 hours of run time may be difficult to manage.
4. Training Plan by monday.com
🏅 Best For: Creating a new training plan
Getting an employee up to speed requires ideation and preparation well in advance of the training session. This template gives insight into what a training plan looks like for different roles and keeps it customizable for you to create the one for you. This template ensures all the bases are covered and training stays on track.
❤️ Why we love this workshop template: Features designed for those creating new training sessions focuses on the foundations of solid program.
👉 Try This monday.com Template
⭐️ Pros:
- Fundamental Objectives: Goals, department responsibilities, cost, and progress
- Communication: Send communication through the template to involved individuals
- Sharing Integrations: Google Mail, Google Calendar, and Microsoft Outlook
❗️Cons:
- There is no materials checklist for items like training materials, but one can be created.
5. Employee Training Management by Notion
🏅 Best For: Development programs based on either audience or length of time
Give training sessions some structure with this online project management tool capable of supporting documents and presentation templates that engage audiences. Employee Training Management is useful for multiple training days and onboarding sessions where participants can digitally sign in, and know which session they belong to, and the overall format of the event.
❤️ Why we love this workshop template: Complex day-long workshops and cross-functional team workshops, including problem-solving activities, gain the needed organization in this template.
⭐️ Pros:
- Employee Register: A digital sign-up sheet takes attendance
- Asset Management: Attach files used for onboarding or training, accessible on mobile devices
- Collect Feedback: Make improvements based on collected feedback
❗️Cons:
- No automatic calendar integration or automatic calendar reminders.
6. Engaging Workshop Online by Miro
🏅 Best For: Facilitating engaging online meetings and webinars
Give participants in online workshops or meetings a kanban-style visual overview of the entire session, from the icebreaker to the conclusion. This template improves the framing of meeting components, from checking in to giving the presentation. Each section is laid out across multiple frames.
The Engaging Workshop Online template has an open space like a whiteboard to plan out key objectives and roadmaps and an organized list of all the mission-critical tasks.
❤️ Why we love this workshop template: Workshops boost teamwork similarly to other team collaboration software.
⭐️ Pros:
- Hybrid Accessibility: The platform promotes hybrid team building
- Q&A and Feedback: Sections will be used to record answers to these sections in digital sticky notes
- Customizable: Able to support meetings for any variety of business
❗️Cons:
- This workshop template lacks a place to attach documents.
7. Worskhop Hub by Notion
🏅 Best For: Meetings, event planning
Running a workshop idea by stakeholders requires a plan. This workshop planning template has the framework to set expectations, give a cost estimate, create a workshop schedule, and add a checklist of the tiny, important details, like remembering to bring USB cables. Any documents, pictures, and videos documenting the workshop can be added to this template and shared post-workshop with stakeholders.
❤️ Why we love this workshop template: This virtual itinerary takes account of fine details often overlooked when planning events.
⭐️ Pros:
- To-Do list: Checkmark each item as completed
- Summary: Share expectations, workshop steps, and themes
- Cost Benefit: Convey to stakeholders why the pricing is worth the cost
❗️Cons:
- It lacks an attendance list.
8. Employee Training Statement of Work Template by ClickUp
🏅 Best For: Educational training programs
Provide trainers and trainees a rundown of workshop goals, scope, and timelines at the start of training, and as it is in progress, use the statement of work (SoW) feature to view stats on the progress. This tool lets you make improvements to any program.
❤️ Why we love this workshop template: Training is a two-way street of accountability, and this statement of work holds trainers and trainees to standards you can revise and set.
⭐️ Pros:
- Orderly Steps: Six comprehensive steps from creation to revision
- Progress Tracking: Multiple metrics for training
- Multiple Views: Zoom into calendar, list, or table views
❗️Cons:
- Additional follow-up is required after each meeting by trainers to update progress.
9. New Employee Onboarding Template by Wrike
🏅 Best For: Onboarding new employees, employee relocations
Companies need a standard operating procedure for the first few weeks of onboarding, including all of the knowledge and fine details in the procedure, which results in a positive experience for the new employee. This template organizes the mission, value, culture, and functional aspects of onboarding, like who to introduce, what to say about different departments, and where to park.
❤️ Why we love this workshop template: You’ll give new employees a wonderful onboarding and first impression that will make them feel welcome and supported.
⭐️ Pros:
- Repeatable: The checklist applies to all new hires
- Mentor Assignment: Assign mentors to the template and give them access
- Use Template: Access the template on a smartphone during onboarding
❗️Cons: Currently only available as a paid service after a 14-day free trial.
10. Workshop and Meetings Energizers Template by Miro
🏅 Best For: Adding warmup exercises before meetings and workshops
Meetings and workshops run better when participants are relaxed and connected; the meeting energizers created in this template do just that. This template boosts teamwork in the workplace with these five exercises: 5 Senses, Weather Report, Superheroes, GIF Challenge, and Emoji Story Scavenger Hunt. These icebreakers are lighthearted engagement games for the start of any workshop.
❤️ Why we love this workshop template: These digitally created icebreakers can be used for hybrid workshops of remote and in-person participants.
⭐️ Pros:
- Digital Brilliance: Colorful assortments of images and gifs
- Teamwork: Each exercise challenges a different aspect of teamwork
- Energy: Startup meetings with high energy that carries through to the end
❗️Cons:
- All participants need to bring a smartphone to gain access to the exercises.
11. Workshop Planning by Miro
🏅 Best For: Planning a multi-phase workshop
Using canvas templates to organize teams for workshops of varying group sizes starts with determining workshop goals, participant numbers, and materials. Additionally, the Workshop Planning template organizes lectures, materials, and other agenda items. The participants will arrive at the workshop prepared and ready to go.
❤️ Why we love this workshop template: Shareable with all participants are any pre-workshop reading materials.
⭐️ Pros:
- Accountability: Define roles and responsibilities in one space
- Preparation: Attach reading material to the template
- Complexity: Able to outline workshops with multiple topics and breaks
❗️Cons:
- The platform is only truly accessible on laptops, large tablets, and PCs — not smartphones.
12. Onboarding template by monday.com
🏅 Best For: Onboarding new employees
Stay on track with employee onboarding by creating onboarding plans with custom fields that can be monitored and updated. Customize the onboarding workflow with over thirty column types, including contact information, file attachments, and status. Stay engaged with employees from the start with the features in this template.
❤️ Why we love this workshop template: This employee template focuses on outreach and engagement with employees going through the onboarding process.
👉 Try This monday.com Template
⭐️ Pros:
- Automation: Email reminders for arriving due dates
- Integrations: Connect with Google Calendar, Dropbox, Excel, and Zoom
- Prioritization: Rate tasks in a list by necessity for successful onboarding
❗️Cons:
- It manages the flow of onboarding and communication but does not support documents that other onboarding templates have.
13. Annual Training Plan Template by Smartsheet
🏅 Best For: Formally documenting training efforts
This executive-level training plan sets goals, metrics, and outcomes. Create a plan to enact training that is considered mandatory, ideal, and optional. Review it periodically and revise it to reflect the changing needs of your organization. You’ll be able to identify unmet needs and the training needed to meet them.
❤️ Why we love this workshop template: It facilitates the narrowing down many helpful ideas to the few critical ones.
👉 Try This Smartsheet Template
⭐️ Pros:
- Microsoft Word: This is a template in Microsoft Word and PDF
- Long-term Training: Identify training needs taking place during the year
- Individual Accomplishment: Employees completing mandatory training sign-off.
❗️Cons:
- It lacks more sophisticated digital features like custom views and social media integrations.
Benefits of Employee Workshop Templates
✅ Focused
Work planning templates like these focus on the task at hand by giving key objectives and forms to complete.
✅ Team Bonding
Employees improve team collaboration by sharing enthusiasm during workshops. These exercises require teamwork to solve work-related problems, leaving lasting impressions that are evident in an improved workspace.
✅ Increased Performance
Teaching new skills, staying updated, and improving existing abilities increases the entire team’s job performance. These workshops are regularly scheduled sessions or part of ongoing professional development initiatives.
✅ Expand Knowledge
Employees who broaden their understanding of their field through professional development and skills training stay innovative and proficient in the changing modern landscape. Over time, your office will become populated with advanced subject matter experts.
✅ Improves Company Processes
Improving a process sometimes means introducing new software or technology or altering an existing workflow. The most efficient use of time is to teach employees through a workshop. Employees identify inefficiencies, voice opinions, and give critical feedback as they learn by doing.
✅ Employee Retention
The company invests in professional development, skill enhancement, and career advancement opportunities for all employees, particularly those seeking growth and development.
Tips on How to Use Employee Workshop Templates
👍 Ownership
Select an employee who can be the point person for managing and running the template as part of their job.
👍 Integrate
Link the template to the existing software you are frequently using.
👍 Use the tutorial
Learn about all the features through the included tutorial.
👍 Personalize it
A template doesn’t mean sacrificing the fine details you want to include. Use templates as a starting point that quickens your ability to assemble the workshop that is best for your team.
👍 Structure the information
Put the most important information in the left columns, and arrange the remaining columns in descending order of importance. Most templates let you rearrange information, so determine what is most important to you. It will make it much more useful.
Common Mistakes to Avoid With Employee Workshop Templates
❌ Lack of referrals
As workshop preparations are underway, it can be easy to forget that the template exists. To solve this, place a reminder at the end of emails and other communication that says, “Review and update the template as needed.”
❌ Testing
If a template holds the itinerary for a company workshop, the worst-case scenario is that you lose access to the template before the meeting.
To solve this, turn it into an offline PDF, print it out, or double-check your access before the event begins.
❌ Error checking
Errors, especially dates and contact information, happen. It can throw a calendar out of whack and leave team members incommunicado.
To solve this, double-check the information in the template occasionally.
❌ Browser compatibility
Most templates are designed for Google Chrome, Mozilla Firefox, and Microsoft Edge. If your company uses a different browser, the template may or may not work.
To solve this, open the template in any browser you use.
People Also Ask These Questions About Employee Workshop Templates
Q: What is an employee workshop template?
- A: An employee workshop template is a tool that helps organize and prepare workshops. A successful workshop takes planning, teamwork, collecting resources, and organization. Workshop templates help a variety of workshop types, including training, alignment, well-being, and future development.
Q: What are the key elements of an effective workshop template?
- A: The key elements of an effective workshop template are its technical and topical features. Technically, it must be stable and accessible on major platforms. The technical features it uses to benefit the workshop planning process must all work simultaneously. Furthermore, these features must be curated to make the template work for one specific workshop type.
Q: How can workshop templates be customized for different team sizes and objectives?
- A: Workshop templates can be customized from their original frameworks. They often start with a small team size that can be easily increased by adding more rows and columns. Objectives can also be added to the original framework with a few clicks. They can be renamed, moved around, and color-coded.
Q: What role do workshop templates play in remote and hybrid work environments?
- A: Workshop templates are accessible online, which is a huge benefit to hybrid work environments. Remote workers can be included in the workshop planning process because workshop templates offer features like email linking, file sharing, and automatic updates. Furthermore, remote employees can participate in teamwork workshops from remote locations because the activities are web-based and real-time.
Q: How to design workshop templates that promote engagement and active participation?
- A: Design workshop templates that promote engagement and active participation by starting with an icebreaker that warms up the room and then segmenting the workshop by activity. You may want to break into teams if the group is large. Participation-centered activities are better than lectures for participation and engagement.