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Facilitation

Create and run a workshop

Set up a workshop cohort, enroll participants, and manage it through delivery.

Last updated July 14, 2026

Facilitators run live workshops as cohorts — a named group of participants moving through a course together.

Before you start

  • You need the facilitator role. The Facilitate menu with Workshops appears in your navigation once you have it.
  • Participants need license seats for the course you’re delivering — coordinate with your org admin. See Manage license seats.

Create a workshop

  1. Open Facilitate → Workshops and select the option to create a new workshop.
  2. Choose the course, name the workshop, and set the session details.
  3. Add participants. Enrolled participants get access to the course materials and any pre-work.

Run it

  • Open your workshop from the Workshops list to see the roster and manage enrollments as people join or drop.
  • On the day, use Present mode to deliver the official slides — see Present course materials.
  • Participants complete their portions (pre-work, activities, post-work) in their own accounts, and their progress is tracked automatically.

After the workshop

Completion feeds participant progress and, if you’re working toward certification, delivering the workshop counts toward it — see Become a certified facilitator. Org admins can export enrollment and review data from cohort administration — see Create and manage training cohorts.