What is it?

A workshop that helps a team understand themselves better, identify their values and motivators, and create a concrete action plan.

Why is it useful?

When values are respected and aligned, the team is more likely to achieve its goals and sustain long-term success.

Objective

To help a team understand themselves better, identify their values and motivators, and create a concrete action plan.

Resources Required

• Time: 4 hours
• People: 4–20 participants
• PowerPoint slides or a whiteboard
• Supporting slides (included in downloads)
• Value Cards (separate download)
• Core Values Questionnaire (separate download)
• Action Plan template (separate download)
• Flip charts for recording discussions
• Marker pens

Process

1. Welcome and introduction (15 minutes)

• Icebreaker: each participant writes down and shares one personal and one professional goal.
• Introduce objectives and agenda.

2. Understanding personal values and motivators (60 minutes)

Activity: Values identification exercise

• Introduce the importance of values and motivators.
• Participants use value cards to identify and prioritise their top 10 values.
• Reflection and group discussion: how do these values align with their current life and career choices?

Tool: Personal Values Questionnaire

• Participants complete the questionnaire.
• Pair up and discuss how values influence decisions.

3. Developing a vision board (45 minutes)

Activity: Vision board creation

• Explain how vision boards help visualise goals.
• Provide magazines, scissors, glue, markers and poster boards.
• Participants create vision boards reflecting personal and professional goals.
• Present in small groups.

Tool: SMART goals framework

• Explain SMART (Specific, Measurable, Achievable, Relevant, Time-bound).
• Participants write down their top 3–5 goals using the SMART framework.

4. Developing an action plan (60 minutes)

Activity: Creating a 1-year action plan

• Introduce the action plan template (goals, steps, resources, timeline).
• Participants complete their action plans for their 3–5 SMART goals.
• Exchange plans with a partner for feedback.
• Group discussion: share insights, challenges and possible solutions.

5. Wrap-up and next steps (30 minutes)

• Summarise key takeaways and reflections.
• Check if objectives were reached.
• Encourage participants to review and update their action plans regularly.
• Closing remarks: motivational send-off and encouragement to stay connected.

Secret Sauce

• The combination of values, vision boards, SMART goals and action planning ensures both reflection and practical outcomes.
• Encourage peer support beyond the workshop by setting up a buddy system.
• Use music or visuals during the vision board exercise to spark creativity.