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Workshops

All our workshops are delivered in-house and designed to drive meaningful change within your organisation. Each session can be tailored to meet your specific needs and context.

We see our workshops as one part of a larger partnership focused on uplifting your performance. Beyond workshops, we offer consultancy, follow-up sessions, and coaching  ensuring that the improvements you make are sustainable and lasting.

Get in touch for a no-obligation chat, we’re always happy to explore what’s possible.

Journey by Design

Customer Journey by Design

Customer Journey by Design is a practical, future-focused workshop for businesses looking to transform the way they engage and deliver value to customers.

 

Whether you're rethinking certain touchpoints or reimagining the full experience, this workshop helps you map the current state, understand the emotional experience, and design a future journey that’s seamless, intentional, and aligned to customer needs.

 

We don’t just explore what could be better, we identify what it will take to get there, across people, systems, and functions.

Who

This workshop is best suited for executives, senior leadership teams, or CX leads looking to transform their customer experience.

Format

2 days, in person

Cost

$8,000 + GST per team

Includes preparation, materials & Proxima IP. Limits and exclusions apply.

Customer Personas

We begin by grounding the journey in the people it’s designed for, identifying key customer types, their need, desires, behaviours, and pain points.

Designing a Future State

Envision what a transformed customer experience could look like across channels, stages, and touchpoints, aligned with your strategic intent and customer expectations.

Map the journey as it exists today - what’s working, what’s not, and where friction, confusion, or gaps exist from the customer's perspective.

Current State Journey

Interdependencies

Identify the internal functions, teams, or systems that impact (or are impacted by) the proposed future state journey to ensure alignment, ownership, and feasibility.

Emotional Responses

Track how customers feel at each stage of the journey helping uncover the moments that create trust, frustration, delight, or disengagement.

Requirements mapping

Translate the future state into clear requirements - what needs to change, what needs to be built, and what capabilities are needed to bring the journey to life.

CX by Design

Customer Experience By Design

Our Customer Experience Workshop is designed to help your team deeply understand and improve every interaction your customers have with your organisation.

Through guided exploration and practical tools, you’ll identify key moments that matter, uncover pain points, and design emotional responses to create memorable, meaningful experiences.

Facilitated by experts, this workshop brings teams together to build a customer-centered mindset — one that drives loyalty, satisfaction, and sustainable growth in an ever-evolving marketplace.

Customer Personas

Get clear on who you’re really
designing for. In this session, you’ll build detailed,
human-centred personas that bring your customers to
life, helping you tailor experiences and messaging that truly resonates.

Walk in your customers' shoes. We’ll map out key touch points and experiences across the
customer journey, and bring visibility to strengths and
weaknesses

Journey Mapping

CX Values

Define what matters most. We’ll explore the core values that should sit at the heart of every customer interaction, ensuring your CX approach reflects the essence of your brand and the needs of your customers.

Behaviours

Turn values into action. This session unpacks the everyday behaviours that bring your CX values to life. Learn how to embed consistency across your team and create experiences customers trust and remember.

Who

This workshop is ideal for all team members who engage directly with customers.

Format

2 days, in person

Cost

$8,000 + GST per team 

Includes preparation, materials & Proxima IP. Limits and exclusions apply.

Emotional Responses

Great experiences aren’t just
functional, they’re felt. Discover how to tap into the emotional drivers behind customer decisions, and how
to design interactions that build trust, connection, and
long-term advocacy.

Expectations

Deliver with purpose. Understand what your customers really expect from you and how to align your service standards to meet and exceed those expectations at every touchpoint.

5 Behaviours

The 5 Behaviours of Performance

1. Commercial Capability

2. Communication

3. Energy & Passion

4. Connection

5. Time Management

The 5 Behaviours of Performance is a five-part workshop series designed to build the essential skills and mindset behind high-performing individuals and teams. Across the series, participants will sharpen how they tell their story, build influence, grow commercial confidence, and show up with the energy and focus needed to lead from the front.

 

Each workshop focuses on a core pillar that collectively drive sustained success in complex, fast-paced environments.

Workshops can be delivered individually, grouped based on your team’s needs, or run as a full series for a powerhouse development experience. Whether taken alone or as a complete programme, each session is practical, energising, and tailored to real-world challenges, equipping people to perform with purpose, consistency, and impact.

Scroll below for details of each workshop.

Who

This workshop is ideal for team members who engage directly with customers and are responsible for sales or performance-based KPIs.

Format

Each workshop can be delivered as either a half-day or full-day session. The series can be run over three to five days in total, or grouped and scheduled to suit your team’s needs.

Cost

POA depending on need.

1

Commercial Capability

This workshop builds the core technical capabilities that drive commercial success. Practical and results-focused, this session equips individuals with the tools and thinking needed to succeed in performance-driven environments.

Commercial Acumen:
 

​​

Consultative Selling:
 

Market Knowledge:
 

Pipeline Management:
 

Performance Metrics:
 

Develop a stronger understanding of how business works and use this to make smarter, more commercially sound decisions.


Learn how to ask the right questions, uncover real needs, and position solutions that create value for both the customer and the business.


Gain confidence in your understanding of the competitive landscape and use insights to sharpen your positioning and approach.


Build discipline and structure into your sales or service process to improve visibility, prioritisation, and follow-through.


Understand what to measure, why it matters, and how to use performance data to stay focused and continuously improve.

Leading HP teams

Leading High Performing Teams

High performance isn’t just about what teams do, it’s about how leaders create the conditions for it. This workshop equips leaders and managers with the mindset, tools, and behaviours needed to unlock consistent performance in customer-facing and sales teams.

In alignment with our 5 Behaviours of Performance workshop, we help leaders understand the key drivers of motivation, accountability, and capability, and how to support and stretch their teams with intention.

 

Whether you lead a small frontline team or a full salesforce, this session strengthens your ability to lead with clarity, energy and impact, ensuring the behaviours of performance don’t just show up, but stick.

Who

This workshop is best suited for people leaders, team managers, and senior staff responsible for driving performance in customer-facing or sales teams.

Format

2 days, in person

Cost

$8,000 + GST per team

Includes preparation, materials & Proxima IP. Limits and exclusions apply.

Expectation-led

Leaders must define what great performance looks like and consistently reinforce it. This session helps you set clear, motivating expectations and create systems that make high performance a habit, not a hope.

Aligning Focus & Energy

Teams thrive when they're aligned around shared goals, purpose, and priorities. We'll look at tools and practices to ensure your team stays focused, productive, and energised, even when pulled in multiple directions.

Culture drives behaviour. This component focuses on how to foster a culture where ownership and healthy ambition are the norm. You'll explore the levers leaders can pull to shape culture intentionally.

Performance Culture

Accountability

Accountability isn't about pressure. It's about clarity, consistency, and follow-through. You'll learn how to have high-stakes or challenging conversations that move the dial without damaging trust.

Coaching for Growth

Effective coaching builds more than skills. It develops belief, accountability, and a growth mindset. Learn how to coach your team with intention, using structured feedback that drives real results.

What moves the needle

When everything feels urgent, nothing gets done. This session sharpens your ability to cut through noise, prioritise what matters most, and lead your team to deliver impact where it counts.

BM by design

Business Model By Design

Our Business Model Workshop is designed to give you the clarity and tools to evaluate and reshape how your organisation creates, delivers, and captures value, now and into the future.

 

You’ll explore fresh thinking, test new ideas, and challenge the assumptions that might be holding you back.

 

With expert facilitation and practical frameworks, we’ll guide you through a proven process that helps your organisation design a more sustainable, future-fit model that is built to thrive in a changing world.

Who

This workshop is best suited for executives, senior leadership teams, and board members seeking to shape long-term strategy and sustainability.

Format

2 days, in person

Cost

$8,000 + GST per team

Includes preparation, materials & Proxima IP. Limits and exclusions apply.

Customer Personas

Get clear on who you’re really designing for. We will identify the different types of customers - what they need, what frustrates them, and what motivates their behaviour.

Be real about what’s happening in market. We use a SWOT analysis and market review to identify key strengths, challenges, and opportunities. This helps us determine where to focus.

SWOT & Market Analysis

Service Mapping

We will map out current services and competitor services/products against what customers actually want and need. This shows us where things are working well and where there may be gaps.

Opportunities

We explore new ideas and potential services that better meet customer needs, strengthen engagement, and address market gaps while supporting service line diversification and new revenue opportunities.

Out of the box thinking

We challenge existing assumptions and open up thinking around innovative revenue models and lead-generation tactics exploring new ways to generate income or attract interest that go beyond the usual approaches.

USP Design

Finally, we reflect on the organisation’s current Unique Selling Proposition and explore what it could or should be based on what customers value and where the organisation is heading.

Purpose to Profit

Purpose to Profit

Many purpose-led organisations struggle with the tension between mission and money, but long-term success requires both.

 

This session helps leaders shift mindset, spot opportunity, and explore commercial strategies without compromising values. It's about building a business model that strengthens your purpose, not strays from it.

Whether you're exploring earned income streams, rethinking how you create value, or seeking more sustainable ways to deliver on your mission, this workshop offers a safe but provocative space to explore what it means to operate like a business, for the sake of your purpose.

Why it matters

We start by looking at why purpose-led organisations need a commercial mindset to grow and survive. You’ll explore what this really means and how it can strengthen (not threaten) your mission.

We explore the blocks that hold purpose-driven organisations back from thinking commercially. We'll discuss fear of 'selling out', discomfort with profit, and dependency on funding. This is an honest, safe space to talk about the tensions.

What’s in the Way

Your Audience

Understanding your audience is key. You’ll learn how to view your funders, users, and partners as customers with needs and expectations, and how to better meet them.

Earning Income

We’ll explore ways you can generate income that support, not distract from, your mission. You’ll come up with ideas and test how they might work in your world.

Who

This workshop is designed for charities, not-for-profits and social enterprises that want to grow their impact by building greater commercial confidence.

Format

1 day, in person

Cost

POA

Your investment helps others. Every paid workshop enables us to deliver support to another not-for-profit at no cost.

What You Offer

To succeed commercially, you need to clearly understand and communicate the value you bring. We’ll help you define what you offer, who it’s for, and why it matters, from the customer’s point of view.

Taking It Forward

We close by reflecting on the mindset shifts participants have made. You’ll walk away with a clear action or experiment to take forward, and a renewed understanding of how commercial strategy can amplify, not dilute, your impact.

Fuel the Funnel

Fuel the Funnel

In today’s market, filling your funnel isn’t just about digital ads or automated emails. It’s about building trust, creating value, and having real conversations.

 

This workshop helps you design a lead generation system that balances digital tools with human connection, so you're not just getting attention, but creating relationships that convert.

Whether you’re a founder, sales lead, or front line looking to boost your pipeline, you’ll walk away with a practical plan that includes both smart tech and proactive outreach, designed to generate the right leads and keep them engaged.

Who

This workshop is designed for small to medium businesses with limited resources who want to improve lead generation and follow-up (material can be tailored for larger organisations).

Format

1 day, in person

Cost

$4,000 + GST per team

Includes preparation, materials & Proxima IP. Limits and exclusions apply.

Know your audience

We’ll help you define your ideal customer, understand their pain points, and shape your approach so every lead feels personal and relevant, not generic.

You’ll design a simple, valuable lead offer, something helpful enough to spark interest and open the door to a real conversation, whether online or in person.

How to Spark Interest

Choose Your Channels

We’ll help you find the right mix of marketing activity and human outreach, from content and social to phone calls, referrals, relationships and activities

Tools & Tracking

We’ll show you how to use tools like CRMs, forms, and follow-up systems in a way that supports, not replaces, the human side of selling.

Conversions

From your first message to your follow-up call, we’ll show you how to create offers, language, and moments that make people feel seen — and ready to take the next step.

Test, Learn & Improve

You’ll learn how to track what’s working, test small changes, and adjust your approach so your funnel keeps improving and your outreach stays warm and intentional.

Partner for Purpose

Partner for Purpose

Partnering for Purpose is a practical, strategy-led workshop designed to help you build partnerships (or sponsorships) that are intentional, aligned, and well managed.

 

In today’s environment, partnerships can be a powerful way to extend your reach, grow your impact, and access new capability. But in a tougher economic climate, they’re harder to form and sustain unless they’re grounded in purpose and executed with care.


This workshop gives you the clarity, tools, and structure to build partnerships that add meaningful value for both sides, from strategy to execution.

Why Partner

Clarify the strategic purpose of partnering. Whether it’s to grow reach, increase capability, diversifying revenue streams, or deliver shared outcomes that neither party could achieve alone.

Clarify how partnerships support your wider goals, and what makes a good strategy. We will look at a clear purpose, partner selection criteria, value and a structured approach to engagement and delivery.

Whats the Strategy

Who to partner with

Identify the right partners by focusing on strategic fit, shared values, complementary strengths, and aligned audiences, not just money, brand or convenience.

Defining the Value

Pin down what each party brings and gets, clearly and transparently. We’ll explore how to create a value proposition or benefit schedule that sets expectations, supports alignment, and guides delivery.

Who

This workshop is ideal for executives and leaders who want to take a more strategic approach to building partnerships.

Format

1 day, in person

Cost

$4,000 + GST per team 

Includes preparation, materials & Proxima IP. Limits and exclusions apply.

What's possible

Stretch your thinking around what's possible with the right partnerships in place.  We’ll explore not just the types of partnerships available, but what they could enable your organisation to deliver that wouldn’t otherwise be achievable.

Execution

Learn how to structure, resource, and govern partnerships to keep them productive, purposeful and sustainable including tools for communication, decision-making, and review.

All of our workshops can be tailored to suit your needs. If you're interested in how we could support your organisation in any of these areas, we'd love to have a conversation.

 

Get in touch for a no-obligation chat — we’re always happy to explore what’s possible.

Contact Us

021 220 7874
info@performancebydesign.co.nz

22/35 Illinois Drive,
IZone, Rolleston
Christchurch, NZ

Performance by Design
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