Live Workshops

Facilitated workshops that end with a plan.

We run a live workshop roughly every month, free to attend. Implementation-first sessions for associations, companies, and leaders. Your team leaves with a working process and a next action, not just notes.

Upcoming workshops

What's on the calendar.

Save your seat below. Sessions are live, facilitated, and free to attend.

Wednesday, September 9 · 1:00-2:00 PM ET

Building Your System of Management

For current learners

A practical workshop to help you build a simple management rhythm that keeps your team aligned, focused, and accountable. We'll walk through the six tools of the GoalMakers System of Management: Goal Management Team meetings, Team Resourcing, Position Descriptions, One-on-Ones, Huddles, and a Reward Program, with a deeper dive on how to use huddles and one-on-ones to improve communication, clarify priorities, remove obstacles, and keep goals on track.

What you'll learn

How to run Goal Management Team meetings that define plans and measure performance against them
How to use Team Resourcing to get help to the person whose action step is stuck
How to put Position Descriptions to work for clarity on goals and authority
How to run 5-to-10-minute goal-focused One-on-Ones that keep goals on track
How to set a huddle rhythm that fits your operation: daily, weekly, or monthly
How to design a Reward Program that links company, department, and individual goals

Wednesday, October 15 · 12:00-1:30 PM ET

Measuring & Improving Employee Engagement

Open to everyone

A practical workshop to help you better understand what your employees are experiencing, what may be getting in the way of engagement, and how to turn feedback into meaningful action. We'll focus on how to ask better questions, identify themes, communicate what you heard, and build a simple plan to improve engagement with your team.

What you'll learn

How to think about employee engagement as a practical management tool
How to gather honest feedback without overcomplicating the process
How to identify themes, patterns, and areas for improvement
How to turn employee feedback into clear action steps
How to 'close the loop' so employees know their feedback was heard
How to use the GoalMakers Employee Engagement Toolkit with your team

Wednesday, November 18 · 12:00-1:00 PM ET

Mastering One-on-One Meetings

Open to everyone

A practical workshop to help you make one-on-one meetings more useful, consistent, and goal-focused. We'll cover how to use one-on-ones to improve communication, clarify priorities, surface obstacles early, and create better follow-up with your team, manager, or key stakeholders.

What you'll learn

How to structure one-on-ones around goals, obstacles, and action steps
How to decide who you should meet with and how often
How to adapt one-on-ones for direct reports, skip-levels, stakeholders, and your own manager
What to discuss, what not to discuss, and how to keep the meeting useful
How to use monthly themes to keep one-on-ones fresh and practical
How to use the GoalMakers One-on-One Field Guide to build a better meeting rhythm

Wednesday, December 9 · 12:00-1:30 PM ET

Using AI to Improve Your Financial KPIs

Open to everyone

A practical workshop to help you identify, understand, and track the financial KPIs that matter most to your company, role, and goals. We'll show you how to use AI as a thinking partner to connect financial data to business outcomes, build a simple scorecard, and focus on the numbers you can actually influence.

What you'll learn

How to identify the financial KPIs that matter most for your role
How to connect KPIs to the income statement, balance sheet, and cash flow
How to separate numbers you can impact, influence, or simply monitor
How to use AI prompts to build a practical KPI scorecard or dashboard
How to benchmark, interpret, and ask better questions about financial performance
How to turn KPI insights into better decisions and action steps

Past workshops