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Team Trainings

Upskill your Employees to become
Engaging and Effective Event Leaders

Choose from our roster of 2-hour modular trainings to increase engagement, improve effectiveness, and drive organizational excellence across all your programs.

 

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The Problem

 Long slideshow presentations and information overload lead to disengagement, frustration, and low NPS scores

  • Oftentimes the people tasked with organizing programs have never received formal training in designing interactive events.

  • Without a strategic approach, events become a random checklist of activities that deliver unpredictable and inconsistent results.

  • Past approaches are likely outdated and vary widely, creating a costly knowledge gap. 
  • Your engagement strategy needs to be optimized for virtual and hybrid formats, as  anything that might be boring in-person is 10x more boring online.

Train Your Team to Be Engaging EVENT DESIGNERS AND FACILITATORS

Every internal event is an opportunity to strengthen employee connections, engage high-performing teams, and foster a culture of belonging.

The agenda is just the beginning. Knowing how to design and facilitate an engaging meeting or program is a core leadership skill that anyone who leads groups or teams should have. 

We empower your team with proven frameworks that we’ve developed over 20 years of leading hundreds of thousands of participants across the globe, including employees at Fortune 500 companies, high-growth startups, higher education institutions, and non-profit organizations.

After one of our Experience Design or Facilitation Trainings, your team will be able to produce transformative in-person and virtual meetings, workshops, trainings, offsites and conferences that create exponential impact, in less time than ever before.

about our trainings
  • Bite-sized 2 hour modules can be done stand-alone or as a series.
  • All training is delivered live with master facilitators, and is highly interactive and experiential.
  • Principles are modeled in the teaching itself, with opportunities for attendees to apply the learning in real time.
  • The framing of content is customized to your team’s goals and level of experience.
  • Modules are usually led on Zoom, but can also be delivered in-person. 
  • Custom content can be developed upon request.
Our Clients

Team Training Testimonial from the Advancement Leadership Lab 

The training sessions that The Primary Shift team delivered stood out from other trainings we’ve done for our team. We’ve already seen a number of our team members incorporating parts of the training into their own sessions. There is no doubt that we will continue to revisit this training for many years ahead!

–

Brandon Vetsch, Director, Category Insights, Target

This training has transformed our organization’s online experiences. Jenny provided important frameworks to improve our planning of both virtual team meetings and external events and concrete tools that we could implement right away. Our team feels measurably more confident and adept in leading online gatherings – with audience feedback to prove it.

–

Tali Shmulov, COO, itrek

Our DEI and Talent Development team really benefited from the training we did with The Primary Shift. The facilitator guided us through exemplary virtual exercises that we could replicate in our work while also helping us connect more deeply as a team. The workshop also spurred us to consider how we can continue to harness the power of virtual connection as we look ahead at moving to a hybrid work environment.

–

Jared Hoffman, Senior Leadership Development Partner, CreditKarma

After completing the Facilitation Finesse training series, our trainers applied their newly-learned skills and strategies to their sessions and the end-result in terms of learner engagement and experience far surpassed our expectations. This training works!

–

Sasha Esmailian, Learning + Development Specialist, AppsFlyer

Jenny’s secret sauce is that she not only tells you (quite clearly) how to engage and connect an audience, but also shows you. It’s an all-in experience that’s never boring.

–

Susan Masson, Program Manager, Office of Talent and Innovation, The University of Texas System

 Experience Design and Facilitation Trainings

Available In-Person, Virtually or Hybrid

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Intro to Designing Dynamic Experiences

In this introduction to human-centered experience design, we will train your team to create programs that banish boredom, catalyze connection, and create lasting impact.

 

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The easy-to-apply frameworks and principles shared will fundamentally change the way your team thinks about creating curriculum for in-person and virtual programs, resulting in shared vocabulary, increased continuity and greater impact for all of your company’s events. Participants will:

  • Review the essential elements of dynamic experiences: transformation, connection and collaborative learning. 
  • Learn the Dramatic Arc model, a repeatable, scalable event design framework to catalyze learning and increase continuity for all of your company’s events. 
  • Learn-by-doing and apply the framework to an actual event to make the design process faster, easier, and more impactful. 

Facilitation Finesse

Leading an effective meeting, workshop or training is more than just creating the agenda. To go from good to great, it is essential that the leader has the facilitation skills to respond to what is needed in the room. 

 

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In this training teams will:

  • Learn best practices to facilitate in-person and virtual events so that participants feel seen, heard and valued. 
  • Gain practical tools to troubleshoot challenges that arise in real time, and confidently handle difficult situations with clarity and grace. 
  • Practice the techniques and tools in a supportive space and receive feedback in real time to improve their facilitation. 

Choose from 8 Facilitation Topics including: Leadership style and presence, Active engagement + connection, Collaborative decision-making, Adopting a coaching mindset, Troubleshooting challenges in real-time, and more.

Virtual Meeting Mastery

Knowing how to facilitate virtual meetings that are interactive, engaging and meaningful is an essential leadership skill in today’s business environment.

 

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In this training, your team will learn immediately applicable bite-sized tools to engage and connect participants that can be used to invigorate meetings of any size on any topic. If you’re tired of hearing complaints about Zoom fatigue, this training will upgrade your team’s virtual facilitation skills, and take your attendees from multi-tasking to laser-focused.

Note: this program is only delivered virtually on Zoom.

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Designing Offsites that Actually Matter

If your team is regularly designing offsites and retreats, this program will provide the structure and tools to turn these important events from a day out of the office into a strategic powerhouse that drives lasting change.

 

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This training covers the 4 essential elements of a dynamic offsite experience

  1. Define your north star and laser focus your agenda.
  2. Maximize your time by knowing what to keep, and what to cut.
  3. Prime for connection and build collaborative relationships and culture.
  4. Keep your group engaged so the learning sticks.

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4 Keys to Connection

Empower your team with concrete strategies to create connection in any group, and increase trust, rapport and belonging.

 

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In this training, we’ll share why connection in the workplace is more important than ever and how to develop meaningful lasting connections with your colleagues, teams and clients.

This training includes:

  • Why connection is the best engagement strategy.
  • The 4 Keys to Connection and how you can apply them to accelerate trust, rapport and psychological safety in groups and teams.
  • A direct experience of interactive exercises you can use right away to invigorate meetings, trainings and programs.

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Collaborative Decision Making Under Pressure

Help your team break through analysis paralysis and never-ending discussions that don’t go anywhere, so they can avoid costly delays and are equipped to make progress now and in the future.

 

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Train in collaborative decision-making frameworks that can be implemented immediately, and help employees more confidently take responsibility for their opinions and choices.

Training deliverables:

  • Address mindsets and habits that can derail the collaborative decision making process and create opportunity cost.
  • Gain tools to prioritize decisions so that time isn’t wasted on a low stakes item.
  • Apply the decision making process and principles to a real-life challenge the team is grappling with so the learning sticks.
  • Have participants commit to specific ways they will apply the learning.
Looking for a more custom experience?

We offer custom trainings to help your team build connection, drive engagement and create lasting transformation. If you have a topic in mind that you don’t see here, let us know and we can create something tailored to your needs!

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Development Alchemy + Aim