Alignment Workshop

Use this alignment framework to help stakeholders review findings, align on priorities, and define a clear path forward

Why Hold an Alignment Workshop?

You’ve gathered information about your organization’s goals, stakeholders, current capabilities, and history. Now it’s time to bring the right people together to review what you’ve learned, build a shared understanding, and agree on a path forward.

Through structured discussion and prioritization, this workshop helps your organization turn discovery findings into clear decisions and actionable next steps.

Workshop at a glance

• When to use it

  • After completing your current-state assessment and before making major decisions about launching or strengthening a digital service team.

• Who to involve

  • Decision-makers and representatives from the teams that will influence, support, deliver, or be affected by the work. This may include leadership, IT, program teams, operations, HR, procurement, and service owners.

• Time commitment

  • Plan for approximately four hours across at least two sessions. A common structure is one 2.5 hour working session followed by a 1.5 hour decision-making session.

• How maturity affects the workshop

  • The workshop structure can be used at any maturity stage, but the findings, priorities, and next steps should reflect your organization’s current capabilities and readiness.

The next page provides more detailed guidance for selecting participants, structuring the sessions, preparing attendees, and facilitating each activity

What you'll accomplish

By the end of the workshop, participants should:

• Build a shared understanding of your organization’s current state

• Align on priorities and opportunities

• Discuss risks, constraints, and key decisions

• Clarify ownership and responsibilities

• Identify clear next steps

Download the Workshop Organizer & Facilitation Guide

Visit Templates & Tools to download the Workshop Organizer and Facilitation Guide in your preferred format. Use these resources together to plan and lead a stakeholder workshop, review assessment findings, confirm priorities, assign ownership, and define next steps for launching your digital service team.