Sessionplan Tips & Tricks: 5 Features You Probably Didn't Know About
At a glance:
- Print-optimized view for clean PDFs – straight from the browser, no extra software needed
- Save individual blocks to the library or entire workshops as session templates – no account required
- Format notes and materials with bold, italic and links – including keyboard shortcuts
- Lock icon for fixed group durations shows buffer or overrun at a glance
- Ready-made templates at /en/templates: a growing collection of workshop starting points
Most people know Sessionplan.de as a quick timeline planner: add a block, set a duration, drag to reorder – done. But beneath the surface there are several features that make everyday facilitation noticeably easier – and that almost nobody discovers on first glance. Here are five of them.
1. PDF Export via the Print-Optimized View
If you want to print your workshop plan or share it as a PDF, the planner has a print-optimized view built in. Instead of printing the full browser interface with all its buttons and sidebars, it delivers a clean layout designed specifically for paper and digital sharing.
How it works: just use your browser’s regular “Print” function. If you want a PDF instead of a physical printout, choose “Save as PDF” in the browser dialog. The result is a tidy document without distracting UI elements – ready to share with your team or keep as a quick reference during the session.
Pro tip
Many facilitators print the agenda once and keep it next to their laptop during the workshop – a quick visual reference even when the screen is occupied with slides or a timer.
2. Block Library and Session Templates
There are two levels here, and they serve different purposes:
Block library: save individual methods
If you regularly use the same method – say, a specific check-in round or a feedback exercise – you can save it as a block in the library. Next time, just drag it from the library into your plan. All details like description, duration, type and color are preserved. This goes further than just saving a block type: you’re saving a fully filled-in block with all its content.
Session templates: save entire workshops
One step further is saving a complete workshop as a template. This is useful if you run similar formats repeatedly – a weekly team meeting, a standard onboarding, or a retrospective format you adapt slightly each time. Open the template, adjust the date and a few blocks, and you’re ready to go.
Important: both lists are stored in your browser (localStorage) – no account and no cloud sync needed. They’re only visible to you and persist even if you come back to the site weeks later.
Pro tip
If you run the same retrospective format repeatedly, a saved session template will save you several minutes of setup time every single time – and ensures no block gets forgotten. For ideas on which retrospective format to use as a starting point, our article on retrospective formats covers five well-tested options.
3. Formatting Notes and Materials
Sessionplan supports basic text formatting in the “Notes” and “Materials” fields of each block – ideal for highlighting key cues, inserting links to pre-reading materials, or making timing notes easier to scan.
Available keyboard shortcuts:
- Bold: Cmd+B (Mac) / Ctrl+B (Windows)
- Italic: Cmd+I (Mac) / Ctrl+I (Windows)
- Insert link: Cmd+K (Mac) / Ctrl+K (Windows)
You can also apply formatting via the toolbar that appears on selection – but the shortcuts are there for anyone who prefers to keep their hands on the keyboard.
Especially handy: notes and materials can be shown or hidden in the settings for a cleaner overview. If you only need the detail view during preparation but want a clean layout while running the session, just collapse them with one click.
Pro tip
Add links to slides, Miro boards or shared documents directly in the relevant block – everything in one place, no tab-switching during the workshop.
4. Fixed Durations for Groups and Breakouts
Groups and breakout sessions normally calculate their total duration automatically from the blocks inside them. That’s convenient – but sometimes you want to give a container a fixed time budget, regardless of what’s inside.
That’s exactly what the small lock icon next to a group or breakout duration is for. When you activate it, the container is set to a fixed total time. Sessionplan then shows you – just like with a locked overall workshop duration – how much buffer you have left, or by how many minutes you’re running over.
This is particularly useful for non-negotiable time slots: a shared lunch break during an offsite, a keynote slot at a conference, or a closing round before a hard end time.
Pro tip
Combine fixed anchor blocks (e.g. lunch, opening keynote) with freely planned blocks – and see at a glance whether the day adds up, without doing the math yourself. The bigger picture of how these anchors fit into a well-paced day is covered in our complete guide to running great workshops.
5. Ready-Made Templates as a Starting Point
If you don’t want to start from scratch, sessionplan.de/templates offers a growing collection of ready-to-use workshop starting points. From sprint planning to full-day offsite agendas – each template loads directly into the planner and can be customized however you like.
Three to try first:
- Sprint Planning – from velocity review to shared commitment in one structured flow
- Management Offsite – full-day agenda for strategic alignment and priority-setting
- Intensive Workshop – input sessions, group work, breakouts and reflection in a single day
Every template opens directly in the planner. From there you can add blocks, reorder, and save the result as your own session template in the library – so it’s ready and waiting next time.
Bonus: Planner Keyboard Shortcuts
If you spend a lot of time in the planner, you’ll want to keep your hands on the keyboard as much as possible. The shortcuts below work anywhere in the planner – the corresponding key is shown as a tooltip on the button in the sidebar or the sticky bar at the bottom, so there’s nothing to memorize.
Adding blocks
- N – add a new block
- G – add a new group
- B – add a new breakout room
- 1 – 9 – add a block of the corresponding type from the sidebar (in sidebar order, up to 9 types)
Inside a block’s title field
- Enter – create a sibling of the same type directly below the current one and focus its title – works for blocks, groups and breakouts
- Backspace – when the title is empty (and notes/material are also empty), delete the current element and focus the previous element’s title – requires a fresh press so holding the key to clear the title won’t accidentally delete the block
Focus and popovers
- T – focus the workshop title
- D – open or focus the description
- Shift + S – open the start-time popover
- Shift + D – open the date popover
- Shift + C – open the share dialog
Other
- Space – start or stop live mode
- Esc – leave the current input; when no input is focused, close the session
Pro tip
All shortcuts except Enter and Backspace are automatically disabled while an input is focused or a dialog/popover is open – so you can type or fill in a form without accidentally creating a block.
A Real-World Example: One Facilitator, Several Tricks Combined
A corporate trainer runs the same two-day leadership program four times a year for different groups of 10 to 14 participants. Instead of rebuilding the agenda from scratch each time, she saved it once as a session template – complete with notes, material links and colour-coded block types. Before each session she opens the template, adjusts the date and a couple of blocks for the specific group, and locks the lunch break and the closing slot with the lock icon, since both are fixed commitments with the venue. She prints the finished agenda in advance using the print-optimized view, without any distracting UI clutter. The result: prep time per session dropped from roughly 45 minutes to under 10.
Common Pitfalls
- Never touching the block library: Recurring blocks get retyped every single time. Save methods you use regularly to the library once – it pays off quickly.
- Sharing a screenshot instead of the print view: A raw screenshot of the planner loses structure and readability. The print-optimized view gives you a clean document in seconds.
- Forgetting the lock icon on fixed slots: Without it, Sessionplan calculates duration from the blocks inside – for a non-negotiable lunch break that quickly produces the wrong buffer numbers.
- Never trying the shortcuts: Building a plan with the mouse alone is noticeably slower. Check the tooltips in the sidebar for the most useful shortcuts.
Sessionplan Tips & Tricks FAQ
Do I need an account to use the block library or session templates?
No. Both are stored locally in your browser (localStorage) – no sign-up or cloud sync required.
Can I use my saved blocks on a different device or browser?
Not automatically, since localStorage is tied to a specific device and browser. Instead, share the finished plan as a link, or export the workshop as JSON and import it elsewhere.
What happens to my library if I clear my browser cache?
Since the library and templates live in localStorage, clearing site data removes them. Export important templates as JSON occasionally as a backup.
Do the keyboard shortcuts work on mobile devices?
No, the shortcuts are designed for desktop and a physical keyboard. On mobile, use the regular buttons and menus instead.
Can I turn the lock icon off again later?
Yes. As soon as you disable it, Sessionplan goes back to calculating the group or breakout duration automatically from the blocks inside.
Ready to try it yourself?
Put one of these tricks to work in your next workshop – free, no account, right in your browser.
What’s Your Favourite Trick?
Sessionplan is full of small helpers that genuinely make a difference in day-to-day facilitation – from the print-optimized PDF view to saved templates to the buffer indicator for fixed group times. The best part: no account, no onboarding, everything runs directly in the browser.
Try one of these tricks in your next workshop – and then the real question: What’s your favourite trick with Sessionplan?
If these tricks saved you time, consider leaving a quick review – it helps other facilitators discover the tool.
Read more
These features fit best when combined with the right facilitation habits:
- Create a facilitation plan – the main landing page for moderators and team leads who run regular sessions.
- Energizers for workshops – the natural companion to saved block libraries: energizers you can drop into any agenda in one click.
- Office exercises for desk workers – a similar “save once, run often” approach for the post-lunch energy dip.
Tim J. Peters
Tim J. Peters is Executive Director at SCHUMACHER, a Berlin-based brand and interaction design agency, and has been working at the intersection of strategic design and workshop facilitation for over 15 years. He has designed and led workshops for DAX-listed corporations, federal authorities, startups and non-profits - covering one-day design sprints as well as multi-stage innovation processes.
He is co-founder of Usability Testessen Berlin and served as an expert coach at the Service Design Jam Berlin. He has spoken at MIT in Boston, FH Potsdam, and at several international conferences on design, innovation and sustainability. His workshops are built around one idea: good facilitation produces decisions, not just discussions.
