Planning and Conducting Your Workshop

Planning and Conducting Your Workshop



Register your workshop right away!

Workshop Notification Form 
This link will take you to the most current online form to let us know about your upcoming workshop. Once submitted, it will be promoted on the WIHA website under "Find a Workshop". The completed form alerts the office to mail out the data packet required for the workshop.

Preparing for your workshop:

Planning GuideWorkshop Leader and local agency should complete together to understand who is doing what. It includes outreach ideas and ways to ensure fidelity. 


Weekly Outline:This is a support tool for Leaders. It reminds, encourages, and prepares them for each session. Include your contact information for Leaders.


Material Checklist: For coordinators only. A list of things you could pack to support a Leader in their workshop. Please edit to reflect your area needs/resources. 


Tips and TricksA fun list of friendly reminders to prepare 



Materials to register participants:

Registration Form:Optional. A template for a person to fill out to register for a workshop. Make it your own; replace yellow bracketed information with information specific to your workshop.

Interest list: Pass this sheet around at presentations to capture who would like to know about current and future workshops. Then use to follow-up with a personal phone call.

Confirmation Letter to Participants: Optional.  An extra step to combat "no shows" at workshops. Send to people that registered for a workshop. Print on your agency's letterhead or use as is.  Replace yellow bracketed information with specifics about the workshop (parking, snacks will be provided, etc.). You may want to include the program brochure as well.



Forms and handouts to conduct a workshop:

Sign-in Sheet: This is used each week to track participants’ attendance.

Workshop Overview and Homework: Required. Overview of topics discussed with homework and chapter reviews on the back. One for each participant, used at Session One. 


FDA Sample Food Label: Require. One for each person. Used in Session 5, Activity 2, Page 9, Item 5. Does your manual instructions indicate to use this handout and not the textbooks for call-outs? If not, see replacement pages and other changes below.

Provider Feedback Letter template: Optional. Hand out at the end of Session 5. Helps provide feedback about the workshop. Is a template for participants to share what they've learned from this workshop with their health care team. We encourage coordinators to send to providers after the workshop.


Participant Certificate of Completion Certificate:Each participant that attends four or more weeks of the workshop is considered a graduate. Replace sample language with your workshop information for each participant.  Leaders sign each certificate and distribute at Session Six.

Extra, optional resources for participants (optional for a resource table); Diabetes Resource , Medical ID Jewelry Order Form (2017)



Workshop textbook - Bull Publishing website

BUY CONSERVATIVELY - textbook and program update coming in early 2020

Living a Healthy Life with Chronic Conditions:  one for each participant. Also, available in audio file/CD/or e-Book.

Relaxation CD: optional (a nice incentive or graduation gift). Leaders were given a CD at training. They can play the CD or read the relaxation script from their Leader Manual. 

Workshop Leader Manual changes:

Session 5, Activity 2 Insert: these pages replace Session 5, Activity 2 changes. We want the replacement to fit seamlessly into your manual. You may need to print EITHER Pages 5-10  or Pages 6-9  back-to-back in order to make this possible. Not for participant use. Use the Label handout not the label in yout textbook; Living a Healthy Life with Chronic Conditions. 

Leader Manual Changes: Print and use to make appropriate updates to your CDSMP Leader Manual in 2017. These are slight, minor modification to the script. Contact Michelle Comeau at to inquire about the newest version.

Other materials:

Charts: Leaders need a set of wall charts when leading a Living Well workshop - please contact to obtain these by mail.

Signage for Workshop: Remove yellow highlighting. Insert your workshop room name or number in place of the brackets.



Don't forget about forms for

Marketing and Outreach
Participant data


To order books and CDs for your workshop please contact Bull Publishing directly.