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What is a workshop?
A Hotshot workshop is an immersive training program built around a realistic scenario. Participants work through actual exercises — marking up a document, completing a diligence task, working through an AI problem — and then debrief with someone who can speak to the answers and bring their own expertise to the discussion. Workshops are more involved than discussions, but Hotshot provides everything you need: the scenario, the participant materials, facilitator guides, and discussion questions for the review session. Your job is to organise the session and bring the firm's expertise.
What you'll need
Workshops vary in how they're structured, but they generally require two things: someone to manage the logistics and someone to lead the expert discussion in the debrief. In some workshops these are explicitly separate roles, with a facilitator handling the planning and a subject matter expert joining for the review session. In others, such as the GenAI workshops, a single person with the right subject knowledge can handle both. The facilitator guide for your chosen workshop will tell you what's needed and what preparation each role requires.
Step 1: Choose a workshop
Browse the available workshops on the Hotshot workshops page. Each workshop page gives you an overview of the scenario, the skills it develops, the participant level it's designed for, and the full list of materials. Everything you need to decide if it's the right fit is there.
Step 2: Involve the right people
Once you've chosen a workshop, read the facilitator guide to understand what roles are involved and what preparation is needed. If a separate subject matter expert is required, bring them on board as soon as possible — the facilitator guide will tell you exactly what their time commitment is and what they need to do to prepare. The pitch is straightforward: Hotshot has built the scenario and the teaching materials; they just need to show up and share their expertise.
Step 3: Plan the session
Go through the facilitator guide before you start making logistical decisions — timing, format options, and how to run each phase. You'll need to think about things like whether to run the session in one block or across separate days, whether participants will work individually or in groups, and how to handle room booking and A/V setup. Hotshot also provides a planning checklist as part of your workshop materials — use it to make sure nothing gets missed.
Step 4: Send participants their materials
When you're ready to begin, use the email templates provided in your workshop materials to send participants the participant guide. This gives them everything they need to complete the exercise.
Step 5: Run the session
Follow the facilitator guide for your workshop. It walks you through each phase in sequence. Your role as facilitator is to keep things moving and handle the logistics; the role of the subject matter expert — whether that's you or someone else — is to lead the debrief and bring the firm's perspective: practices, experience, judgment calls that go beyond what any training material can capture.
Step 6: Follow up
After the session, use the post-session email template from your workshop materials to send participants links to the answer/walkthrough videos so they can revisit the material. It also includes a request for feedback, which is worth sending — workshops consistently get strong responses and the feedback is useful for planning future sessions.
A note on getting started
Firms that have had the best experience with workshops typically start with a single workshop rather than a full program — run it, gather feedback, and build from there. If you'd like a recommendation on which workshop to try first, or help thinking through the logistics, your Customer Success contact is a good place to start.
