--- title: "Strategy Work Assessment instructions" slug: "co-creation-strategy-work-assessment-instructions" updated: 2023-02-23T10:43:46Z published: 2023-02-23T10:43:46Z canonical: "support.4straction.com/co-creation-strategy-work-assessment-instructions" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.4straction.com/llms.txt > Use this file to discover all available pages before exploring further. # 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.![](https://cdn.document360.io/37a72df4-d599-40a2-b5ba-8b9ec4be1fcc/Images/Documentation/Workshop_generating%20invites(2).png) *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* ![](https://cdn.document360.io/37a72df4-d599-40a2-b5ba-8b9ec4be1fcc/Images/Documentation/Workshop_participants(1).png) 2. **Start work phase 2 together** once everyone has joined. After everyone has answered to the questionnaire and marked it ready, click "**C****omplete 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 note****s** 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.* ![](https://cdn.document360.io/37a72df4-d599-40a2-b5ba-8b9ec4be1fcc/Images/Documentation/image-1674828000951.png) 3. **Move to** **work phase 3 and start it together**. After everyone has rated the themes and marked the work phase ready, click "**C****omplete 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 note****s** 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 "**C****omplete 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 note****s** to record your analysis. 5. **Move to work phase 5 and activate it.** Complete it together with other participants and click "**C****omplete 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 note****s** 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. ![](https://cdn.document360.io/37a72df4-d599-40a2-b5ba-8b9ec4be1fcc/Images/Documentation/Workshop_generating%20invites(2).png) 2. **Complete w****ork 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 "**C****omplete 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 note****s** to record your analysis. *Tip: You can see the number of ready participants from the top right corner.* ![](https://cdn.document360.io/37a72df4-d599-40a2-b5ba-8b9ec4be1fcc/Images/Documentation/image-1674828000951.png) ***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 "**C****omplete 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 note****s** 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 "**C****omplete 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 note****s** 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.