Strategy Work Assessment instructions

These instructions will guide you through facilitating the "Strategy Work Assessment" workshop and the optional "Strategy Work Improvements" extension. There are separate instructions for A) running the workshop together in a live session and B) running the workshop asynchronously (= participants complete the work phases at their own pace). 

Remember that you can try the workshop by yourself before you send the invitations. The system offers you a chance to reboot the workshop, when you activate the invite links, so don't be afraid to experiment with the flow! 

A) Quick instructions, running "Strategy Work Assessment" live

1. Invite other participants by generating the invite links from front page's "+ Add"-button and share them forward in preferred medium.

Tip: You can see who has joined the workshop from the front page and the participant tracking-window which can be opened from the top right corner

2. Start work phase 2 together once everyone has joined. After everyone has answered to the questionnaire and marked it ready, click "Complete and show results" to close the work phase and show the results. If you want, you can analyze the results immediately together or do it later. Use the Summary notes to record your analysis. 

Tip: You can see the number of ready participants from the top right corner. You can also set up a timer if you want to control the pace. 

3. Move to work phase 3 and start it together. After everyone has rated the themes and marked the work phase ready, click "Complete and show results" to close the work phase and show the results. If you want, you can analyze the results immediately together or do it later. Use the Summary notes to record your analysis.

If you don't want to gather improvement ideas from participants move straight to step 6!  

4. Move to work phase 4 and activate it. Complete it together with other participants and click "Complete and show results" to close the work phase and show the results. If you want, you can analyze the results immediately together or do it later. Use the Summary notes to record your analysis.

5. Move to work phase 5 and activate it. Complete it together with other participants and click "Complete and show results" to close the work phase and show the results. If you want, you can analyze the results immediately together or do it later. Use the Summary notes to record your analysis.

6. Close the whole workshop by selecting "Close workshop and publish results" from the menu in top right corner. You can make last adjustments in the opening window. Make sure that you select all completed work phases to show in the results and that the public link-generation is on. You can also select to show participants and summarize the full results, if you want. 

7. Share the results link forward to all relevant stakeholders once the result page is ready.

B) Quick instructions, running "Strategy Work Assessment" asynchronously

1. Invite other participants by generating the invite links from front page's "+ Add"-button and share them forward in preferred medium. 

2. Complete work phases 2 and 3 by yourself. 

3. Wait for all participants to finish work phases 2 and 3. After everyone has marked both work phases ready, click "Complete and show results" to close the work phases and show the results. If you want, you can analyze the results immediately or do it later. Use the Summary notes to record your analysis. 

Tip: You can see the number of ready participants from the top right corner.  

If you don't want to gather improvement ideas from participants move straight to step 6!  

4. Move to work phase 4 and activate it*. Complete it and wait for other participants to finish. Once everybody is ready, click "Complete and show results" to close the work phase and show the results. If you want, you can analyze the results immediately or do it later. Use the Summary notes to record your analysis.

5. Move to work phase 5 and activate it*. Complete it and wait for other participants to finish. Once everybody is ready, click "Complete and show results" to close the work phase and show the results. If you want, you can analyze the results immediately or do it later. Use the Summary notes to record your analysis.

*Note: by default, work phases 4 and 5 will activate automatically after 3 days have passed from the start of the workshop. We recommend you to use the manual activation, if you want to complete the workshop faster.   

6.  Close the whole workshop by selecting "Close workshop and publish results" from the menu in top right corner. You can make last adjustments in the opening window. Make sure that you select all completed work phases to show in the results and that the public link-generation is on. You can also select to show participants and summarize the full results, if you want.

7. Share the results link forward to all relevant stakeholders once the result page is ready.