Workshop planning · FREE FIELD KIT

Open space technology planning pack: agenda wall, reports and checklist

Open space technology is a meeting method in which participants set the agenda around one theme question, run parallel conversations and report back. This pack gives you a theme question worksheet, an invitation, an agenda wall grid, a session report, a convergence sheet and a logistics checklist, blank and filled for a fictional half-day event. The method is Harrison Owen’s; the sheets are original.

Updated · Template

240 minutes20–100 participantsOnline + adaptable in person
OPEN ACCESS · NO FORMOpen space technology planning pack (PDF)

Filled example: agenda wall

Fictional half-day open space, Thursday 19 November 2026: five spaces, two slots, nine sessions.

TimeSpace A: main room, window sideSpace B: main room, door sideSpace C: meeting room 1Space D: meeting room 2Space E: training room 3 (quiet)
Slot 1 10:00–10:50S1 Ten-minute lessons at the start of a shift: what would they need? Convener: Shift lead, inboundS2 The night shift always gets training last. How do we change that? Convener: Night shift leadS3 Learning on a phone when not everyone has a work phone Convener: Warehouse operative, returnsS4 Who covers the line while someone is on a course? Convener: Operations plannerS5 Making the forklift refresher less of a lecture Convener: Safety trainer
Break 10:50–11:05Reports go on the news wall
Slot 2 11:05–11:55S6 Buddy learning for new starters on the floor Convener: Team leader, despatchS7 Training in a second language: what helps? Convener: Warehouse operative, pickingS8 Recording training without more paperwork Convener: Learning coordinatorS9 What managers say before and after a course Convener: Learning and development partner(no session: space free)

Agenda wall grid

Blank version. Add a column per space and a row per slot. The Excel grid calculates the end of each slot and counts free places.

TimeSpace A: ____________Space B: ____________Space C: ____________Space D: ____________Space E: ____________
Slot 1 from ___:___ to ___:___
Slot 2 from ___:___ to ___:___
Slot 3 from ___:___ to ___:___

Filled example: session log

One row per report on the news wall. People at the start: 40 in slot 1 and 39 in slot 2, out of 42. People move, so the counts are approximate.

#TopicConvener (role)SpaceSlotPeople at the startReport on the news wallProposed next step
S1Ten-minute lessons at the start of a shift: what would they need?Shift lead, inboundA110YesPilot ten-minute lessons at shift start on the inbound team for four weeks
S2The night shift always gets training last. How do we change that?Night shift leadB19YesRun every new course on the night shift first or in the same week
S3Learning on a phone when not everyone has a work phoneWarehouse operative, returnsC18YesPut two shared tablets in the break room for online modules
S4Who covers the line while someone is on a course?Operations plannerD17YesAgree a cover rota for course days a month ahead
S5Making the forklift refresher less of a lectureSafety trainerE16YesRebuild the forklift refresher around practice tasks
S6Buddy learning for new starters on the floorTeam leader, despatchA212YesWrite a one-page buddy checklist for a new starter’s first two weeks
S7Training in a second language: what helps?Warehouse operative, pickingB210YesMake picture-based quick guides for the three most common tasks
S8Recording training without more paperworkLearning coordinatorC29YesReplace paper sign-in sheets with a scanned code
S9What managers say before and after a courseLearning and development partnerD28YesAgree two questions every manager asks before and after a course

Filled example: convergence sheet

40 people, 3 marks each, 120 marks in all. Marks set the order of the owner question, not the decision.

#Proposal (from a session report)SessionMarksRankFirst stepOwner (said yes)By whenGo or parked
P1Pilot ten-minute lessons at shift start on the inbound team for four weeksS1241List three topics and draft the first lessonShift lead, inboundFri 4 Dec 2026Go
P2Run every new course on the night shift first or in the same weekS2193Put night dates in the January course calendarLearning coordinatorFri 11 Dec 2026Go
P3Put two shared tablets in the break room for online modulesS3154Ask IT for a cost and a support routeLearning and development partnerFri 18 Dec 2026Go
P4Agree a cover rota for course days a month aheadS4222Draft the rota rule and test it on the January coursesOperations plannerWed 9 Dec 2026Go
P5Rebuild the forklift refresher around practice tasksS597Draft two practice tasks and agree them with the safety leadSafety trainerFri 15 Jan 2027Go
P6Write a one-page buddy checklist for a new starter’s first two weeksS6145Draft the checklist with two recent startersTeam leader, despatchFri 11 Dec 2026Go
P7Make picture-based quick guides for the three most common tasksS7116Photograph the three tasks and agree the wordsWarehouse operative, picking, with the trainerFri 8 Jan 2027Go
P8Replace paper sign-in sheets with a scanned codeS848No owner today——Parked
P9Agree two questions every manager asks before and after a courseS929No owner today. The sponsor asks again at the check-in——Parked

Convergence sheet

Blank version. A proposal is Go only when an owner has said yes; otherwise it is Parked.

#Proposal (from a session report)SessionMarksRankFirst stepOwner (said yes)By whenGo or parked
P1
P2
P3

Theme questions: weak and stronger

Original examples. A strong theme question is short, open, and something the sponsor does not already know.

Weak themeWhy it strugglesStronger theme
How do we improve engagement?Abstract; nobody owns “engagement”What would make you want to come to the Monday briefing?
Should we move to a four-day week?Yes or no; the sponsor may not be able to decide itWhat would have to be true for a shorter week to work in our team?
How can staff use the new system properly?Hidden blame and a hidden answerWhat gets in the way when you use the new booking system?
Our strategy for 2027A heading, not a questionWhat should our team stop, start and keep doing in 2027?
How do we fix communication, morale, hybrid working and the office move?Four topics; too long to read aloudWhat would make working across two offices easier?
How do we cut training costs by 20%?The answer is fixed, and only some people can speak to itWhere does training take time without giving people much back?

Filled example: invitation

Fictional invitation from the sponsor, sent four weeks before the event.

PartText
Heading: the theme questionWhat would make learning at work easier to fit into a shift?
Why now (two or three sentences from the sponsor)Shift staff tell us that courses rarely fit their day. We want to hear how learning could fit, from the people who work the shifts. I will read every report and answer every proposal that has an owner within four weeks. (Head of operations)
Who is invited, and why their view mattersShift leads, warehouse staff, trainers and planners from all three shifts. You know what gets in the way. You do not need to prepare anything.
Date, time and placeThursday 19 November 2026, 09:00 to 13:00, the training centre, ground floor. Paid working time; your manager has arranged cover.
What will happenThere is no fixed agenda. In the first hour anyone can propose a topic, and we build the timetable together. Then two rounds of small conversations. You choose which to join and can move at any time.
What you will leave withA typed report of every conversation by Friday 20 November, and a short list of proposals, each with a person who has agreed to take the first step.
What is fixedSafety training stays compulsory. Shift patterns and pay are not part of this event.
Access and supportStep-free rooms, a hearing loop and a quiet room. Large print, an interpreter or a scribe on request. You can take part seated the whole time, and in writing.
How to reply, and by whenReply to the learning coordinator by Thursday 5 November, in person, by phone or by email. Tell us any access, language or dietary needs.

Filled example: session report

The report from session S1 of the fictional event, as posted on the news wall.

PartNotes
Topic (as on the wall)Ten-minute lessons at the start of a shift: what would they need?
Convener (role) and note-takerShift lead, inbound (convener); a trainer took notes
Space and slotSpace A, slot 1, 10:00 to 10:50
People at the start (a number; names only with consent)10 at the start; 2 left and 1 joined
Main points1. The ten minutes before a shift are already used for the safety briefing, so a lesson must fit after it or replace part of it. 2. Lessons work best standing at the task, not in a room. 3. One topic per lesson; a shift lead can run it from a one-page card. 4. Night shift wants the same cards.
Questions still openWho writes the cards? Does a ten-minute lesson count in the training record?
Proposed next step, if anyPilot ten-minute lessons at shift start on the inbound team for four weeks.
Who wants to keep going (roles, or “ask the convener”)Two shift leads (inbound, returns), one trainer, ask the convener

Plan the spaces and materials

Planning figures, not rules of the method. Change them in the Excel planner.

ItemRule used in this kitExample: 42 people
Spaces for sessionsPeople ÷ planning group size (10), rounded up5
Session places on the wallSpaces × slots (2)10
Chairs in the opening circlePeople + facilitator and helpers (3), with gaps for wheelchairs45
MarkersOne per person42
Report sheetsOne per session place + one spare per space15
Priority marksThree per person126
A3 sheets for topicsOne per two people, rounded up21

Roles on the day

Six roles. Only the sponsor and the facilitator are fixed in advance.

RoleWhoBefore the eventOn the day
SponsorOwns the theme and the follow-upAgrees the question and what is fixed; signs the invitationOpens with why now; joins as a participant; answers proposals within the promised time
FacilitatorHolds the process, not the contentPlans the room, the wall and the timings; briefs helpersExplains the method, runs the marketplace and the convergence, then stays in the background
ConvenerAnyone who proposes a topicNothingStarts the session, makes sure a report is written and posted
Note-takerAny participant, asked by the convenerNothingWrites the report sheet in the last ten minutes; can scribe for someone else
Helpers (two)Agenda wall and news wallLearn the timetable and the access optionsRead the wall to anyone who asks, post topics for people who prefer not to walk up, count marks
ParticipantsEveryone elseRead the invitationChoose sessions, move or stay, write a line, mark priorities

Logistics checklist

Blank version with timings. The Excel checklist turns the timing into a date from your event date.

#TaskWhenDays before the event (negative = after)OwnerDone
T1Agree the theme question, what is fixed and what the sponsor will do with the results6 weeks before42
T2Book the main room and the breakout spaces; check step-free access, a hearing loop and a quiet space6 weeks before42
T3Confirm the event is paid working time and arrange cover for shift staff5 weeks before35
T4Send the invitation, in plain text and as a printed notice, with one way to reply4 weeks before28
T5Ask for access, language and dietary needs; arrange interpreters or large print if asked3 weeks before21
T6Recruit two helpers: one for the agenda wall, one for the news wall and the convergence count2 weeks before14
T7Order materials: markers, A3 paper, tape, sticky dots, report sheets, name badges2 weeks before14
T8Send a reminder with the theme, the times of the day and the access options1 week before7
T9Prepare a seated way to see the wall: printed agenda copies and a shared document a helper updates1 week before7
T10Print report sheets, convergence sheets, slips for written marks and large-print copies2 days before2
T11Set out one circle of chairs with gaps for wheelchairs; tape the grid; label every space1 day before1
T12Test the microphone and the hearing loop before people arriveOn the day0
T13Collect the report sheets after each slot and post them on the news wallOn the day0
T14Type up the reports unedited and send them to everyone who took part1 day after-1
T15Confirm each owner’s first step and date in writing7 days after-7
T16Hold the first check-in on every proposal marked Go28 days after-28

Filled example: logistics checklist

Status on Monday 16 November 2026: 8 of 16 tasks done, one overdue (T9), five due in the next seven days.

#TaskDueOwnerStatus
T1Agree the theme question, what is fixed and what the sponsor will do with the resultsThu 8 Oct 2026Sponsor and facilitatorDone
T2Book the main room and the breakout spaces; check step-free access, a hearing loop and a quiet spaceThu 8 Oct 2026Event leadDone
T3Confirm the event is paid working time and arrange cover for shift staffThu 15 Oct 2026Operations plannerDone
T4Send the invitation, in plain text and as a printed notice, with one way to replyThu 22 Oct 2026SponsorDone
T5Ask for access, language and dietary needs; arrange interpreters or large print if askedThu 29 Oct 2026Learning coordinatorDone
T6Recruit two helpers: one for the agenda wall, one for the news wall and the convergence countThu 5 Nov 2026FacilitatorDone
T7Order materials: markers, A3 paper, tape, sticky dots, report sheets, name badgesThu 5 Nov 2026Learning coordinatorDone
T8Send a reminder with the theme, the times of the day and the access optionsThu 12 Nov 2026Learning coordinatorDone
T9Prepare a seated way to see the wall: printed agenda copies and a shared document a helper updatesThu 12 Nov 2026Helper, agenda wallOpen
T10Print report sheets, convergence sheets, slips for written marks and large-print copiesTue 17 Nov 2026Learning coordinatorOpen
T11Set out one circle of chairs with gaps for wheelchairs; tape the grid; label every spaceWed 18 Nov 2026Facilitator and helpersOpen
T12Test the microphone and the hearing loop before people arriveThu 19 Nov 2026Event leadOpen
T13Collect the report sheets after each slot and post them on the news wallThu 19 Nov 2026Helper, news wallOpen
T14Type up the reports unedited and send them to everyone who took partFri 20 Nov 2026Learning coordinatorOpen
T15Confirm each owner’s first step and date in writingThu 26 Nov 2026SponsorOpen
T16Hold the first check-in on every proposal marked GoThu 17 Dec 2026SponsorOpen

What you'll leave with

By the end of the four-hour open space, every session has a report on the news wall, everyone has marked priorities, and each proposal is Go, with an owner who said yes, a first step and a date, or Parked. Everyone receives the typed reports the next working day.

Before the session

  • For facilitators and learning teams planning an open space for 20 to 100 people, half a day or one day.
  • Six weeks ahead, agree the theme question, what is fixed and what the sponsor will do with the results. If the sponsor cannot promise a response, choose another format.
  • Book a room for a circle of chairs plus one space per ten people, and recruit two helpers.
  • Accessibility: step-free spaces, a hearing loop, a quiet room, printed copies of the wall for people who stay seated, written ways to propose and mark, and interpreters or a scribe on request.

How to fill it in with your team

01 / 10 MINUTES

Open the circle and name the theme

Seat everyone in one circle, with gaps for wheelchairs. Welcome people for two minutes, then hand to the sponsor for five: why this question now, what is fixed, and exactly what will happen to the results. Take the last three minutes yourself. Read the theme question twice, slowly, and say: “Take one quiet minute. What part of this question do you care about enough to talk about for 40 minutes?”

02 / 15 MINUTES

Explain how the day works

Five minutes on the plan: point to the theme wall, the agenda wall, the news wall and the five spaces, and give the slot times. Five minutes on the principles and the law, in your own words: “Whoever turns up is enough to start. Let the talk go where it goes. Start when the group is ready and stop when you are done, even early. And if you are neither learning nor adding anything where you are, go somewhere you can, or take a break.” Five minutes on roles and access: conveners and note-takers, the helpers, the printed copies of the wall, and that staying seated in one session all day is fine.

03 / 25 MINUTES

Run the marketplace

Five minutes of silent writing. Say: “If there is a topic you will start and look after, write it on an A3 sheet in a few words, with your role. You can also hand your idea to a helper.” Then 15 minutes for conveners to read their topic aloud, about 20 seconds each, and post it on the grid with a space and a slot. Say: “Proposing a topic means you will be there and make sure a report is written. It does not mean you must know the answer.” In the last five minutes ask twice: “Any more topics?” Wait in silence each time.

04 / 10 MINUTES

Settle the agenda wall

Invite people to read the wall, or the printed copies the helpers bring round. Conveners with similar topics may merge or swap slots; nobody else moves a topic. A helper photographs the final wall and updates the shared document for people at their seats. Say: “The wall is the agenda. If it changes during the day, the convener changes it.”

05 / 50 MINUTES

Session slot 1

Sessions run in their spaces. Stay out of the conversations. Walk the room twice to check that every space has what it needs. At 10:40 announce: “Ten minutes left. Please write your report sheet now.” Each session spends its last ten minutes on the report: main points, open questions, a proposed next step and who wants to keep going.

06 / 15 MINUTES

Break and news wall

Helpers collect the report sheets and post them on the news wall in session order. A helper copies each proposed next step onto the convergence sheet. Say: “The reports from slot 1 are on the news wall. Slot 2 starts at 11:05.”

07 / 50 MINUTES

Session slot 2

As slot 1. Announce the ten-minute report warning at 11:45. Helpers add the slot 2 proposals to the convergence sheet as the reports arrive, and print one reading pack per table.

08 / 15 MINUTES

Read the news wall

Ten minutes of reading. People read at the wall or from the printed packs at their seats. Five minutes of writing: each person writes one line on a card, “The idea I want to see happen is…”, or passes. Collect the cards; they go into the typed reports.

09 / 35 MINUTES

Converge on proposals and owners

Five minutes: read each proposal on the convergence sheet aloud with its session number. Say: “You have three marks. Put them on the proposals you most want to happen. All three on one is fine.” Ten minutes for marking with sticky dots, or by writing proposal numbers on a slip that a helper adds to the count. Five minutes while the helpers count and read out the ranks. Fifteen minutes on owners, from the top: “Who will take the first step on this, and by when?” Write a proposal as Go only when an owner says yes aloud. With no owner, write Parked and move on. Marks set the order, not the decision.

10 / 15 MINUTES

Close the circle

Back in one circle. The sponsor says in two minutes when the typed reports will arrive and when the first check-in is. Then ten minutes for a round: one word or one line about the morning, or a pass. Pass a microphone so everyone is heard. Take the last three minutes to thank conveners, note-takers and helpers and close on time.

Participant worksheet

Copy this table into a document, or print the worksheet from the bundle. Share only what you choose.

ItemDetail
Theme question worksheetThe situation, who must be in the room, what is fixed, two drafts and six tests
Invitation templateNine parts, from the theme question to access needs and how to reply
Agenda wall gridTime slots by spaces; one topic and convener per cell
Session report sheetMain points, open questions, a proposed next step and who wants to keep going
Convergence sheetProposals, priority marks and rank, first step, owner, date, Go or Parked
Logistics checklistSixteen tasks from six weeks before to four weeks after, with owners

Debrief questions

  • Which proposal has an owner but no date or first step yet, and who will ask about it before the check-in?
  • Which group of people was missing or quiet today, and how will we hear them before decisions are made?
  • What did the sponsor promise in the opening, and what is the date by which that promise is kept?
  • Which parked proposal matters most, and what would it take for someone to own it?

Adapt it for your group

  • For 20 to 30 people, use three spaces and two slots of 40 minutes, and run the convergence as one conversation in the circle instead of marks. The whole event fits in three hours.
  • For a short version of two hours, keep the opening (15 minutes), the marketplace (15 minutes), one slot of 45 minutes, report writing (10 minutes), convergence (25 minutes) and closing (10 minutes).
  • Online, use one breakout room per space, named with the space letter, on a platform where people can choose and change rooms. Keep the agenda wall and the reports in one shared document. Cameras stay optional; topics and marks can be typed in the chat or the document.
  • For people who prefer not to move or speak in a large group: staying in one session all day is fine, topics can be handed to a helper to post, printed copies of the wall come to the seat, and priority marks can be written on a slip. Pass a microphone in every circle.
  • For 60 to 100 people, plan one space per ten people, add a third helper and a third slot, and allow 20 minutes for the marketplace queue. Above about 100, get help from someone who has run a large open space before.

After the session

Send the typed reports, unedited, the next working day, with the convergence sheet and the date of the first check-in. Track each Go proposal in the Excel convergence sheet. At the check-in, about four weeks later, the sponsor answers every proposal with an owner: yes, no with a reason, or not yet with a date. Parked proposals are read out once more; any that gain an owner move to Go.

Questions people ask

What is open space technology?

A meeting method developed by Harrison Owen in the 1980s and described in his book “Open Space Technology: A User’s Guide”. Participants sit in a circle, propose topics around one theme question, build the agenda on a wall and run their own parallel sessions, each with a written report. Superglue is not affiliated with Harrison Owen or any open space organisation; this pack’s sheets and wording are original.

What are the principles and the law of open space?

Owen’s guide names four principles and one law. In plain words: the people who turn up are enough; the conversation can go where it needs to; it starts when the group is ready and ends when it is done. The law, usually called the law of two feet, says that if you are neither learning nor contributing, you move somewhere you can. In this pack, staying put is equally welcome.

How do you plan an open space agenda wall?

Count the spaces and the time slots. Draw a grid with one row per slot and one column per space, label each space, and leave every cell empty. Conveners write their topic in a cell during the marketplace. The Excel planner suggests one space per ten people; the fictional example uses five spaces and two slots for 42 people.

How is this different from the run of show template?

The run of show template is a minute-by-minute backstage plan for a session whose content is set in advance. Open space fixes only the theme, the times and the spaces; the participants set the content on the day. This pack covers what that needs: the theme question, the invitation, the wall, the reports and the convergence on owners.

What if nobody proposes a topic, or a session has one person?

Wait in silence after asking for topics; the first proposal often takes a minute. A clear theme question and a sponsor who has said what will happen with the results make silence less likely. A session with one person is allowed: the convener can think alone, write a report, or join another session. The pack does not promise any particular result from the method.

What is included in the free and editable files?

The open PDF has the theme question worksheet, the invitation template, the agenda wall grid, the session report sheet, the convergence sheet and the logistics checklist, a filled example of each, and the four-hour run of show. Subscribers also receive the editable Word file, an Excel workbook that sizes the event, counts the wall, ranks proposals and dates the checklist, and a CSV of the checklist.

How to use the files

Print the PDF, edit the Word file in Word or Google Docs, or open the CSV or XLSX in a spreadsheet. Open files need no email.

Can I use this with paying clients?

Yes. Use and adapt this original Superglue kit in your own training, including paid client sessions. Please share this page rather than redistributing the unmodified kit. Read the full usage terms.

Created by Superglue · Original facilitation material · Updated 2026-10-10. Adapt timings and prompts to your participants; this resource has not been independently evaluated.
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