Visioning Workshop Design & Facilitation
Crafting the Future of PMI's Infinity AI Platform
About the Project
Client: Project Management Institute (PMI)
Project Type: Strategic Vision Workshop Design & Facilitation
My Role: Lead Workshop Designer & Facilitator
Project Time: 1 month for planning and preparation, 2-day execution (January 2025)
The workshop served as the foundation for ongoing strategic work, providing immediate clarity and a framework for continued development of the Infinity platform's future direction. It showcased my versatility as a CX strategist through my ability to lead complex multi-day workshops that unite diverse stakeholders around a cohesive AI product vision, translating abstract ideas into actionable business strategies while navigating organizational and technical complexities in a high-stakes environment.
The Ask
Design and facilitate a comprehensive 2-day workshop to develop a unified vision and strategic roadmap for Infinity, PMI's generative AI platform for project management.
Background
PMI's Infinity platform was at a pivotal moment, requiring a clear strategic direction to unify both B2B and B2C offerings. The product had a complex history with previous less successful workshop attempts, and the organization needed a fresh approach to kickstart a new era. The workshop also needed to serve as immersive onboarding for the newly appointed Director of Infinity.
Approach
Working within significant constraints, I designed a workshop experience that balanced structure with flexibility, and strategic thinking with practical outcomes.
Workshop Planning & Design
I developed the framework by drawing from multiple sources:
Input from key stakeholders across the organization
IDEO-U courses on "Designing Strategy" and "Activating Strategy"
Established strategic frameworks and AI assistance from Claude
The design addressed several key challenges:
Managing a hybrid environment
Accommodating 40+ cross-functional attendees including executive leadership
Creating a psychologically safe environment given the product's delicate history
Workshop Structure & Flow
Day 1: Deep Dive & Vision Foundations
Setting Context: Product history, lessons learned, and current positioning
Customer Deep Dive: Separate explorations of B2B and B2C needs
Vision Development: Parallel tracks for each segment
Day 2: Vision Synthesis & Strategic Direction
Unified Vision Development: Finding common ground between segments
Strategic Positioning: Competitive landscape and differentiation strategy
Go-Forward Strategy: Metrics framework and capability assessment
Closing & Next Steps: Actionable follow-up plan with clear ownership
Facilitation Innovations
Curated cross-functional breakout groups to maximize diverse perspectives
A comprehensive MIRO board to level the playing field between in-person and remote participants
"Pineapple" code word system to respectfully table tangential discussions
Structured activity templates and flexibility to adjust Day 2 based on Day 1 outcomes
Impact
“ I'm honestly blown away by just how much thought and organization has gone into this workshop in such a short amount of time. It's easy for us to be supportive when you've done such a great job setting it all up for success 🙌🏼 ”
– Justin Jackson, workshop participant
Strategic Outcomes
Created a unified vision statement addressing both B2B and B2C needs
Developed a value proposition canvas highlighting Infinity's unique market position
Identified top 3 sustainable differentiators in the competitive AI landscape
Established a north star metric and segment-specific success measures
Articulated strategic pillars to guide future development
Organizational Outcomes
Successfully onboarded new leadership into the product's history and future direction
Built cross-functional alignment on priorities and strategic direction
Created momentum with clear next steps and ownership
Deliverables
One-page vision summary, strategy deck
Prioritized capability roadmap organized into now/next/later buckets
Executive summary for broader organizational communication