How do we turn a co-creation workshop into a strategy?

A co-creation workshop becomes strategy when participants address one agreed strategic question, turn promising ideas into clear hypotheses and tests, and use the results to make an informed decision. Customer insight should frame the positioning workshop, while diverse stakeholder knowledge and open challenge create options that research alone cannot supply.

Start with one strategic question, then turn options into decisions

A co-creation workshop produces a usable B2B brand strategy when the group works on one defined strategic question rather than a broad request for ideas. The workshop format should create a shortlist of possible directions, then convert that shortlist into further questions, hypotheses and tests that support an informed final decision.

This structure gives a positioning workshop a route beyond discussion. Participants can contribute contextual knowledge, surface assumptions and reframe the problem when the original question is not the one the organisation needs to solve. A longer workshop can also create the trust needed for participants to share hopes, concerns and disagreement openly. The strategic output is not a collection of Post-its: it is a focused direction, the assumptions behind it and the work required to validate and implement it.

Sources: Carbon dating: the power of trust and relationships in driving business strategy, How to avoid perfectionism paralysis (and make it your greatest strength)

Use customer insight as a foundation, not a substitute for imagination

Customer insight makes a positioning workshop more relevant when it establishes the market context and exposes the assumptions that need challenging. Research can clarify where the organisation stands, what audiences value and which tensions matter, but it cannot determine a future brand direction on its own.

A facilitated workshop should therefore bring customer insight together with the knowledge held by marketing, operations, sales and other stakeholders. The environment needs psychological safety, so participants can disagree, share incomplete ideas and test radical truths without defending established positions. This is particularly important for client-agency co-creation: internal knowledge can improve strategic alignment, while external challenge helps the group avoid settling too quickly on familiar answers. Collaboration needs a clear framework and active leadership, otherwise participation becomes activity without a strategic outcome.

Sources: What’s next? The answer is already in the room, How to Turn Insights into Great Creative, Forget the lone genius, creativity is a team sport

Co-creation works when facilitation converts shared knowledge into a strategic choice

We believe a co-creation workshop should not ask an external partner to arrive with all the answers, or leave internal teams with a wall of ideas and no route forward. The right provider combines facilitation, strategic challenge and enough understanding of the organisation's context to help participants make a choice. We have used that approach to help Carbon Tanzania explore one agreed strategic question, develop possible answers and frame hypotheses and tests for its final decision. For IBM, we worked with experts and client leaders around the IBM Garage proposition through workshops, regular stand-ups, office visits and physical and digital collaboration tools. Those examples reflect how we work: draw out knowledge already in the room, challenge the framing where needed and convert collaboration into focused brand and marketing direction.

Sources: Carbon dating: the power of trust and relationships in driving business strategy, IBM Garage: Account-Based Marketing Campaign, How to avoid perfectionism paralysis (and make it your greatest strength)

FAQs

Which workshop format develops new brand ideas?

A focused workshop built around one agreed strategic question is better suited to developing new brand ideas than an open-ended brainstorm. Participants can generate a shortlist of directions, then turn the strongest options into hypotheses and tests that support a final decision. A two-day format can also give stakeholders time to build trust and reframe the problem when necessary.

How do we use customer insight in a positioning workshop?

Use customer insight to establish context, identify tensions and challenge assumptions before participants create possible positioning directions. Customer research explains what has happened and what audiences may value, while collaborative imagination helps the group consider what the organisation could create next. Insight should inform the discussion without becoming a constraint that rules out new strategic choices.

What should a co-creation workshop produce after the session?

A co-creation workshop should produce a defined strategic direction, a shortlist of alternatives considered and clear hypotheses or tests for the final decision. The most useful output records the strategic question, the assumptions surfaced by the group and the actions needed to move from workshop discussion to an informed choice.

Glossary

Psychological safety
A working environment in which participants can exchange views, disagree, learn and admit uncertainty without being deterred from contributing. In collaborative strategy work, it enables the creative friction needed to examine difficult assumptions.