Workshop Planning Checklist
A print-friendly checklist covering audience, outcomes, schedule, format, technology, accessibility, materials, and follow-up.
Open ChecklistPlanning resources
Start shaping the right workshop before the planning call.
Use these tools to clarify the audience, format, topics, and outcomes your program needs.
For program coordinators
Better planning creates a better learning experience.
You do not need every answer. A few clear inputs are enough to begin.
Workshop fit finder
Get a starting recommendation in less than a minute.
This tool provides a general recommendation. The final format can be adjusted during the planning conversation.
Downloads + planning tools
Useful starting points for your internal planning.
Workshop Topic Menu
A simple CSV list of financial literacy topics that can help your team select priorities and build a request.
Download CSVInquiry Prep Sheet
A text-based prompt you can copy into an email or share internally before contacting The Investors Table.
Download Text FileCustomized participant takeaways
The learning can continue after the room clears.
Depending on the engagement, participant resources can be designed around the exact content taught.
- Mobile-friendly digital takeaway pages
- Glossaries, review sheets, and topic summaries
- Interactive calculators, quizzes, and decision tools
- Customized worksheets and workbooks
- Client-branded resource collections
Save on your phoneKey concepts
Use it laterTools and examples
ReviewKnowledge checks
Extend the experience
Resources tied to what participants actually learned.
Planning FAQ
A few questions that help before you reach out.
Audience age, estimated group size, preferred date, time available, in-person or virtual format, program goals, possible topics, and any budget or funding parameters.
Share the decisions or challenges your audience is facing. A topic and format recommendation can be built from that information.
Yes. Themes, team names, event branding, client language, and existing learning goals can be incorporated when appropriate.
No. The workshops provide financial education, classroom examples, and decision-making frameworks. They do not provide individualized investment, tax, legal, or financial advice.
Ready when you are