Workshops
Morning Strategy - Work Design - Course Catalog

Morning Strategy's Work Design Courses span a range of workshops and training sessions that help individuals, teams, and organizations develop the skills to design, manage, and optimize digital work environments.

Choose from our selection of interactive sessions to gain confidence with collaborative tools, structured decision-making, and AI-enhanced workflows.

Intro to Coda: collaborative work & knowledge management
Explore Coda's capabilities for organizing your team's work and knowledge, transforming your workspace into a collaborative hub.
🧠Understand the core features of Coda for digital work management.
🧠Learn the power of structured databases to link tasks, knowledge, and workflows.

Conducting Work Experiments: techniques for building collaboration tools
Learn practical techniques for creating custom collaboration tools that adapt to your team's needs.
🧠Explore principles of work experimentation and iteration for continuous improvement.
🧠Develop your own work experiments to continuously improve your processes.
🧠Apply Coda's advanced features to design and test digital tools aimed at solving specific work challenges.
🧠Collect feedback and adapt tools to suit evolving team requirements.

Actualize Your Spreadsheets & PDFs: create interactive products from org knowledge
Learn how to turn static documents into engaging, interactive tools that provide real value to your team and clients.
🧠Transforming spreadsheets and PDFs into live, interactive tools.
🧠Learn to use Coda for data visualization, creating charts and dashboards from your data.
🧠Share and publish interactive documents with stakeholders.

Build a CRM in 60 Minutes
A fast-paced workshop that guides you through building a fully functional and customized Customer Relationship Management system.
🧠Learn the basic functionality and purpose of a CRM
🧠Design a custom CRM in Coda tailored to your business needs, with fields for contacts, companies, opportunities, and interactions (activity tracking.)
🧠Build a pipeline to manage deals and tasks.

Build a Knowledge Hub in 60 Minutes
Create a dynamic knowledge hub that enables seamless information sharing and collaboration across your organization.
🧠Develop skills in organizing information hierarchically for easy navigation.
🧠Use Coda's linking and embedding features to create a connected knowledge base.
🧠Learn best practices for maintaining and updating content to keep knowledge current.

Build a Process/Project/Task Management System in 60 Minutes
Learn how to design a streamlined system for managing tasks, projects, and processes, making your workflows more efficient and transparent, and helping you prioritize your work.
🧠Master the basics of setting up a digital management system for projects and tasks.
🧠Build process templates to reduce repetitive tasks and improve consistency in project workflows.
🧠Understand techniques for tracking progress and reporting on project metrics.

Build an AI Sandbox: a safe space for learning and experimentation
Create a controlled environment where you can explore AI technologies, tailored for individuals, teams, or whole organizations.
🧠Understand the basics of generative AI principles as they apply to your work.
🧠Create and configure AI-powered tools within a safe, exploratory space.
🧠Develop strategies for applying AI solutions to address specific business problems.

The Interactive Resume: leverage your stories and skills
Transform your traditional resume into an interactive digital profile that showcases your skills, experiences, and achievements in a compelling way.
🧠Learn how to represent your professional stories and skills in an interactive format.
🧠Use Coda to create a dynamic portfolio that goes beyond a static resume.
🧠Develop skills in tracking job applications, networking contacts, and career opportunities within your digital profile.

Structured Decision-Making for Teams
Equip your team with a decision-making framework that improves collaborative, data-driven choices, ensuring alignment and consistency. Great for procurement, hiring, awards, etc.
🧠Learn a framework for structured decision-making that enhances team alignment.
🧠Explore a Coda tool that your team can use to inform and support group decisions.
🧠Develop skills to facilitate effective decision-making processes in a team setting.

Digital Collaboration
Learn the essentials of digital collaboration and strategies to enhance your team's productivity.
🧠Learn to implement best practices for digital collaboration in remote, hybrid or in-office.
🧠Understand how to use a variety of tools for efficient communication and task management.
🧠Develop strategies for integrating collaboration tools to centralize communication.
🧠Learn strategies for maintaining productivity and connection in remote work environments.


Delivery
All prices are in CAD, sessions may be virtual or in-person depending on location

Internal Team Workshops
Designed for teams looking to upskill collectively and solve real-world work challenges.
Half-day session: $2,500
Full-day session: $4,000

Conference or Event Sessions
Contact us to discuss how we can customize our workshops to support your next event.
60-minute session: $1,000
90-minute session: $1,500

One-on-One Coaching
Personalized, interactive coaching tailored to your specific needs.
60-minute session (virtual): $150
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