Key Actions by:

Workshop Planning Tools

Compass offers tools to help you plan for workshops and planning meetings for your project. Here are three tools that will save you time and strengthen your start-up workshop, detailed implementation plan workshop, and quarterly and annual project review and planning meetings.


Start-up workshop building blocks

A project start-up workshop is a foundational activity for any project. A well planned start-up workshop reinforces the CRS and partner project team’s understanding of project requirements, including donor compliance, and provides an opportunity to establish norms, build trust and rapport, and create a shared sense of accountability for project success among team members from different organizations.​ The start-up workshop building blocks tool help planners organize and sequence a start‑up workshop agenda. Read more about organizing a start-up workshop.


Detailed implementation plan workshop toolkit

A detailed implementation plan (DIP) workshop is a participatory event that engages members of the project team in scheduling project activities and sub‑activities in sufficient detail to facilitate smooth and effective project implementation. The DIP toolkit makes planning you next DIP workshop easy. The toolkit comes with a How-to guide, facilitator slides, flowchart printouts, and a fully editable detailed facilitation guide template. Read more about planning a DIP workshop.


Ready reference: Quarterly and annual project review and planning meetings

Project review and planning meetings create an opportunity for a range of project stakeholders to jointly identify actions that may be needed to keep the project in scope, on schedule, and on budget, and to improve project management effectiveness. CRS' Ready reference document offers a preparation check-list and a set of discussion points to help you get the most out of your next project review and planning meeting. Read more about organizing cross-disciplinary, evidence-based project review and planning meetings