Workshop delivery approach based on what angle they’

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akiyaaa
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Joined: Mon Dec 23, 2024 7:20 am

Workshop delivery approach based on what angle they’

Post by akiyaaa »

Here’s how Chris describes his average day:

8am - Planning and communications

The first part of the day is spent catching up with any overnight comms from international clients, and planning out my day to include both ongoing projects and any urgent priorities/escalations. There are only eight hours in a working day, so they have to be used efficiently!

9am - Morning scrum and internal syncs

Our morning scrum provides the opportunity to discuss areas where we need support, or to give quick context on any new or handover tasks. I also try to organise any internal project syncs between 9 and 10, so we have all insights required for the day ahead.

10am - Catch-up calls with clients

Regular catch-up calls with clients can go a long way in ensuring project transparency. Here we can close off any completed work, walk clients through any discoveries or complications on ongoing tasks, and enable clients to discuss priorities for the future, whether they’re very specific issues or general discussions around an idea or problem.

11am - Head down, focus time

After spending the best part of the morning on calls and ensuring communications are up to date, I like to book out some focus time between 11am and lunch time to get my head down and dive into Pardot.

This could be designing and documenting a solution based on a client’s idea, however vague, or doing technical setup work in Pardot. Investing extra time into documentation, particularly visual documentation using images and flowcharts, ensures that clients have a clear picture of what their solution is going to look like. It can actually save time in the long run, as problems are anticipated sooner, and it negates the need for any redesign.

It’s really important to work in conjunction with a Project Manager and technical specialist to ensure work is being delivered on schedule, and by experts. As a consultant, I’m not necessarily the best technical resource we have - in fact I know I’m not! So I need to know ahead of time when it makes the most sense to bring in a technical specialist to deliver custom coding or advanced automation building. It’s a team effort.

1pm - Lunch

A spot of lunch, usually accompanied by doing a bit of upskilling or chewing the ear off another member of the team about an upcoming task. It’s good to take a screen break during this time so I return refreshed for the afternoon!

2pm - Workshop prep

Workshops are a great way for clients to get practical experience of Pardot tools, and gain wider understanding of best practice processes. So in addition to preparing any demo assets for the workshop, I spend time building a bank of resources that the client can go away and read, ideally suited to different types of learning style.

I’ll typically work with other members of the project team to split a workshop up into sections, depending on our expertise, and introduce discussion points so it feels more interactive and less like a presentation.



Workshops give clients a platform to ask questions or suggest denmark phone numbers ideas, where a consultant can not only offer insights but physically demonstrate how this works in practice. Again, it’s important this isn’t a mere training session but a collaborative opportunity to learn more, get hands-on experience, and build knowledge and confidence on any solutions.

One of the biggest challenges as a consultant is to communicate complicated processes in simple terms. Even within a three-person client team I can be dealing with varying experience levels, so will need to tailor my re coming from, and what’s important to them. Naturally, an underrated skill is knowing when to just listen!

4pm - Kick-off call

A new client has appeared! We only get one first impression, and this will usually depend on our commercials team working with our delivery team to prepare everyone ahead of a new project.

Ideally, we’ll know exactly what’s in the project scope, the resource required, and the client’s overarching priorities by the time we get to a kick-off call, so then we can hit the
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