PodBOK brings industry guidance together with real-world experience from major projects. Use it to inform your approach, and check the facts and requirements that apply to your project.
Define what the workshop must produce
Focus the workshop on a defined package, phase or upcoming decision. A whole megaproject may need several focused sessions and an integration review. Name a decision sponsor, facilitator and recorder before issuing the invitation.
Write the purpose in a sentence: we need to decide whether to proceed with this option, and we need to understand these exposures first. Agree the required outputs: a causal risk description, evidence gaps, accepted owners, proposed responses and decisions needing escalation. Confirm who can authorize follow-up work.
Prepare the evidence and the room
Check the participant list for missing authority and missing experience. If a key interface owner cannot attend, identify what can be assessed provisionally and what must wait for their input. Do not turn their absence into assumed agreement.
Agree how interview findings will be used before the conversation starts. Bring the risk and supporting evidence into the shared analysis without casually exposing a confidential source. Use the interviews to widen the evidence, then give the team a chance to test the resulting assessment.
Use a suggested agenda, then adapt it
The suggested agenda below runs for two hours. Reduce the scope or schedule further sessions if the group cannot examine the evidence properly. Protect time for decisions and ownership instead of spending the whole meeting listing concerns.
- 0-15 minutes: confirm the decision, scope, current plan and assessment criteria.
- 15-35 minutes: identify uncertainty individually, then compare observations across functions.
- 35-65 minutes: write causal risk statements, examine evidence and combine genuine duplicates.
- 65-90 minutes: prioritize the exposures requiring action or further analysis; retain material disagreement.
- 90-110 minutes: develop responses, triggers, owners, resource needs and decision requests.
- 110-120 minutes: read back commitments, unresolved questions and the follow-up date.
Facilitate the uncertainty, not the loudest opinion
Begin with silent individual reflection so the first speaker does not define the whole risk picture. Ask each function what information it is waiting for and what another function assumes it will provide. When a concern appears, ask what causes it, what is uncertain and which objective it affects. Record issues separately when the event has already happened.
Challenge evidence respectfully. Ask what supports the assessment, what would change it and whether a response is actually within the named owner's control. Keep conflicting assessments visible until the relevant evidence or authority resolves them. If a specialist safety, environmental or technical question exceeds the session's competence, assign a review through the established specialist process.
Prioritization should identify what needs a decision, not eliminate inconvenient risks. Use the project's agreed criteria consistently. Capture why a risk was deprioritized and when it will be reconsidered. For a response, test feasibility, timing, resources and the exposure left if it succeeds.
Print and complete one worksheet per priority risk
Use the checklist below as a completion guide. Write the answers in the project's controlled register or on a printed copy, keeping the risk identifier consistent across the meeting notes, schedule and action log.
Convert the workshop into delivery commitments
Circulate the recorded decisions, actions and unresolved points promptly using your project's document-control process. Ask owners to confirm their commitments and correct misunderstandings. Transfer approved response work into the schedule and funding process. Mark proposed actions as proposed until the responsible authority accepts them.
At the next review, check evidence of progress, new information and fired triggers. Close actions only against their completion conditions. Keep a short learning note: what the workshop revealed, what it missed and which information would have improved the decision. Use that note to adjust the next session's scope and participants.
Risk workshop working sheet
Capture one risk at a time. Transfer agreed entries into the project's controlled register after the workshop.
This toolkit's Bookshelf
Explore the sources behind this article and related reading from our Bookshelf.
ISO 31000:2018: Risk management, Guidelines
ISO · Referenced by PodBOK
Why it's on the shelfISO describes risk management as part of governance, strategy, planning and reporting. Its overview covers identifying, analysing, evaluating, treating, monitoring and communicating risks, including opportunities as well as threats. This supports treating risk as continuing work connected to project decisions.
Further reading
Risk Management in Portfolios, Programs, and Projects: A Practice Guide
PMI · Referenced by PodBOK
Why it's on the shelfPMI's practice guide addresses risk principles, the risk management lifecycle, and tools and techniques across projects, programs and portfolios. Its overview connects those levels to enterprise risk management and describes examples of practical application. The 2024 guide incorporates relevant material from the earlier standard.
Further reading
Related reading from the conversations
Book · Risk
Against the Gods: The Remarkable Story of Risk
Peter L. Bernstein · recommended by Matt Mitchell
“It talks about some of the early philosophers and how they loved to gamble because they understood what the odds were… It’s a fascinating book. It’s a great read, and it’s pretty cheap on Amazon.”Matt Mitchell, on the show
Why it’s on the shelfPeter L. Bernstein’s history of risk: the book behind Matt’s point that humans have managed risk for tens of thousands of years, animal sacrifice included.
Hear it in“Risk Management on Megaprojects” with Matt Mitchell · listen · watch · episode brief
- Further reading for Field Guide: Risk Management on Major Projects
- Further reading for Top 10: 10 Risk Management Mistakes That Derail Megaprojects
- Further reading for Toolkit: How to Run a Risk Workshop on a Megaproject
Keep exploring
Bibliography
Explore the conversations, publications and reading behind this toolkit.
Podcast conversations
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Conversation with Matt Mitchell
Passages and links
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Prepare before the workshop
Matt Mitchell
Mitchell recommends reviewing lessons from similar projects and interviewing people before the group workshop, so participants have something concrete to examine.
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Make room for the quiet experts
Matt Mitchell
Mitchell describes coaching quieter participants and eliciting their concerns instead of allowing the loudest person to dominate the risk discussion.
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Conversation with Roger Farish
Passages and links
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Hear the private concern as well as the group answer
Roger Farish
Roger Farish describes combining a team risk workshop with separate, confidential interviews with key stakeholders. The interviews bring individual perspectives into the risk analysis that may not emerge in the group discussion.
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Conversation with Tarun Gohel
Passages and links
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Give each response a trigger and an owner
Tarun Gohel
Gohel distinguishes a risk occurring from the point when mitigation should start, and calls for a named owner for each mitigation trigger.
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Publications and further reading
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ISO 31000:2018: Risk management, Guidelines
ISO · Further reading
Publication details
Edition 2, February 2018; confirmed in 2023
What is ISO 31000?; Why is ISO 31000 important?; certification FAQ
This source is ISO's public overview of the standard, which introduces its principles and risk-management process.
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Risk Management in Portfolios, Programs, and Projects: A Practice Guide
PMI · Further reading
Publication details
September 2024 practice guide
Overview; Product Specifications; legacy risk-standard page's update notice
The source is PMI's public overview and update notice; the complete practice guide contains the detailed procedures and roles.
Source context
The two-hour agenda is an illustrative workshop format.
PodBOK · The Major Project Podcast
https://www.themajorprojectpodcast.com/podbok/risk-workshop · Updated 2026-11-01