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.

July 2026

One-on-One Meetings

For current learners

Run one-on-ones that actually develop people: structure, cadence, and the questions that surface what matters.

Tuesday, August 4 · 12:00-1:30 PM ET

Financial KPIs That Matter

For current learners

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 turn KPI insights into better questions, decisions, and action steps
Wednesday, September 9 · 1:00-2:00 PM ET

Systems 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 in the GoalMakers System of Management, with a deeper dive on how to use team huddles and one-on-ones to improve communication, clarify priorities, remove obstacles, and keep goals on track.

What you'll learn
  • How the six GoalMakers management tools work together as a system
  • How to use team huddles to improve communication, focus, and follow-up
  • How to run more effective one-on-ones without making them overly formal
  • How to connect goals, priorities, obstacles, and action steps
  • How to identify which management rhythm your team needs most right now
  • How to make small improvements that create more clarity and accountability
Wednesday, October 15 · 12:00-1:30 PM ET

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

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

Financial KPIs That Matter

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

Recently delivered.

July 2026

Position Descriptions

Define every position in your business, the outcomes it owns, and the natural abilities it requires, so you hire and coach the right people.

Bring a workshop to your team.

Book a 15-minute call and we'll scope a session that fits your group.

Book a Call