Search Results for: empathy map

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Update to the Empathy Map

We designed the Empathy Map at XPLANE many years ago, as part of a human-centered design toolkit we call Gamestorming. This particular tool helps teams develop deep, shared understanding and empathy for other people. People use it to help them improve customer experience, to navigate organizational politics, to design better work environments, and a host of other things.

Why update it?
I have seen a lot of versions of the Empathy Map since we created it so many years ago, and they vary widely. The Empathy Map was created with a pretty specific set of ideas and is designed as a framework to complement an exercise in developing empathy. While the success of the Empathy Map is exciting and makes us very happy, a lot of the thinking has gotten lost in translation over the years, and the various versions that have proliferated across the web have somewhat degraded the original concept.

More recently, I worked with Alex Osterwalder, designer of the Business Model Canvas, to develop a new tool for mapping organizational culture called the Culture Map, and in that process I learned a lot about canvas design.

So I decided to create a new version of the Empathy Mapping Canvas, applying what I learned from Alex to make the tool more usable and to deliver better experiences and outcomes.

More information, including a list of what’s new and some facilitation guidelines.

Download the PDF.

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Empathy Map

Empathy map, originally uploaded by dgray_xplane.

The empathy map, one of Gamestorming’s methods for understanding audiences, including users, customers, and other players in any business ecosystem, has gotten some press lately because it was featured in Alex Osterwalder‘s excellent book, Business Model Generation as a tool for discovering insights about customers.

Here’s how it works:

GOAL: The goal of the game is to gain a deeper level of understanding of a stakeholder in your business ecosystem, which may be a client, prospect, partner, etc., within a given context, such as a buying decision or an experience using a product or service. The exercise can be as simple or complex as you want to make it. You should be able to make a rough empathy map in about 20 minutes, provided you have a decent understanding of the person and context you want to map. Even if you don’t understand the stakeholder very well, the empathy-mapping exercise can help you identify gaps in your understanding and help you gain a deeper understanding of the things you don’t yet know.

1. Start by drawing a circle to represent the person and give the circle a name and some identifying information such as a job title. It helps if you can think of a real person who roughly fits the profile, so you can keep them in mind as you proceed. In keeping with the idea of a “profile” think of the circle as the profile of a person’s head and fill in some details. You might want to add eyes, mouth, nose, ears, and maybe glasses if appropriate or a hairstyle to differentiate the person from other profiles you might want to create. These simple details are not a frivolous addition — they will help you project yourself into the experience of that person, which is the point of the exercise.

2. Determine a question you have for that stakeholder. If you had a question you would want to ask them, or a situation in their life you want to understand, what would that be? You might want to understand a certain kind of buying decision, for example, in which case your question might be “Why should I buy X?”

3. Divide the circle into sections that represent aspects of that person’s sensory experience. What are they thinking, feeling, saying, doing, hearing? Label the appropriate sections on the image.

4. Now it’s time for you to practice the “empathy” portion of the exercise. As best you can, try to project yourself into that person’s experience and understand the context you want to explore. Then start to fill in the diagram with real, tangible, sensory experiences. If you are filling in the “hearing” section, for example, try to think of what the person might hear, and how they would hear it. In the “saying” section, try to write their thoughts as they would express them. Don’t put your words into their mouth — the point is to truly understand and empathize with their situation so you can design a better product, service or whatever.

5. Check yourself: Ask others to review your map, make suggestions, and add details or context. The more the person can identify with the actual stakeholder the better. Over time you will hone your ability to understand and empathize with others in your business ecosystem, which will help you improve your relationships and your results.


If you need information about medications while playing, you can find a website that .
Download the Empathy Map Canvas.

Click here for photos of empathy-mapping in action.

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Empathy Map

Empathy map, originally uploaded by dgray_xplane.

The empathy map, one of XPLANE’s methods for understanding audiences, including users, customers, and other players in any business ecosystem, has gotten some press lately because it was featured in Alex Osterwalder‘s excellent book, Business Model Generation as a tool for discovering insights about customers.

Here’s how it works:

GOAL: The goal of the game is to gain a deeper level of understanding of a stakeholder in your business ecosystem, which may be a client, prospect, partner, etc., within a given context, such as a buying decision or an experience using a product or service. The exercise can be as simple or complex as you want to make it. You should be able to make a rough empathy map in about 20 minutes, provided you have a decent understanding of the person and context you want to map. Even if you don’t understand the stakeholder very well, the empathy-mapping exercise can help you identify gaps in your understanding and help you gain a deeper understanding of the things you don’t yet know.

1. Start by drawing a circle to represent the person and give the circle a name and some identifying information such as a job title. It helps if you can think of a real person who roughly fits the profile, so you can keep them in mind as you proceed. In keeping with the idea of a “profile” think of the circle as the profile of a person’s head and fill in some details. You might want to add eyes, mouth, nose, ears, and maybe glasses if appropriate or a hairstyle to differentiate the person from other profiles you might want to create. These simple details are not a frivolous addition — they will help you project yourself into the experience of that person, which is the point of the exercise.

2. Determine a question you have for that stakeholder. If you had a question you would want to ask them, or a situation in their life you want to understand, what would that be? You might want to understand a certain kind of buying decision, for example, in which case your question might be “Why should I buy X?”

3. Divide the circle into sections that represent aspects of that person’s sensory experience. What are they thinking, feeling, saying, doing, hearing? Label the appropriate sections on the image.

4. Now it’s time for you to practice the “empathy” portion of the exercise. As best you can, try to project yourself into that person’s experience and understand the context you want to explore. Then start to fill in the diagram with real, tangible, sensory experiences. If you are filling in the “hearing” section, for example, try to think of what the person might hear, and how they would hear it. In the “saying” section, try to write their thoughts as they would express them. Don’t put your words into their mouth — the point is to truly understand and empathize with their situation so you can design a better product, service or whatever.

5. Check yourself: Ask others to review your map, make suggestions, and add details or context. The more the person can identify with the actual stakeholder the better. Over time you will hone your ability to understand and empathize with others in your business ecosystem, which will help you improve your relationships and your results.

Download the Empathy Map Canvas.

Click here for photos of empathy-mapping in action.

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Mapping Design Operations

Today, companies in every industry seek to better their design capabilities: from products to services to experiences. Fueling the growing design function in large organizations is a new discipline called Design Ops, charged with scaling design and design thinking up, down, and across the organization.

Does your organization have a Design Ops function? If not, let’s design it!

Object of Play
Build shared understanding of how Design Ops operates within the larger organizational context. If a current Design Ops function exists, to visually map it. If it does not yet exist, to design it.

Number of Players
1-6 (depending on the objective).

As an individual, use the Design Ops canvas to quickly sketch out and think through a Design Ops organizational model or an interesting model portrayed in the press.

To map an organization’s existing and/or future model you should work in groups. Include partner organizations (e.g. project management) and stakeholders (e.g. clients). The more diverse the group of players, the more accurate the picture of the Design Ops function will be.

Duration of Play
Anywhere between 15 minutes for individual play (napkin sketch of a Design Ops model), half a day (to map an organization’s current Design Ops model), and up to two days (to develop a future Design Ops model, including vision, mission and metrics).

Material Required
Mapping works best when players work on a poster on the wall. To run a good session you will need:

  • A very large print of a Business Canvas Poster. Ideally A0 format (1000mm × 1414mm or 39.4in × 55.7in)
    • Alternatively, recreate the canvas on a large whiteboard.
  • Tons of sticky notes (i.e. post-it® notes) of different colors
  • Flip chart markers
  • Camera to capture results
  • The facilitator of the game might want to read an outline of the Design Operations Canvas

How to Play
There are several games and variations you can play with the Design Ops Canvas Poster. Here we describe the most basic game, which is the mapping of an organization’s existing Design Ops org (steps 1-3), it’s assessment (step 4), and the formulation of improved or potential new org designs (step 5). The game can easily be adapted to the objectives of the players.

  1. Start with the Stakeholders in the Who are we? circle. Use different color sticky notes on the Canvas Poster for each type of stakeholder (e.g. external vendors, internal support functions, clients). Complete this section.
  2. Subsequently, move to the What do we do? section and map out the value propositions your organization offers each stakeholder. Players should use the same color sticky notes for value propositions and stakeholder segments that go together. If a value proposition targets two very different stakeholder segments, the sticky note colors of both segments should be used.
  3. Map out all the remaining building blocks of your organization’s Design Ops model with sticky notes. Try to use the colors of the related stakeholder segment. Recommendation: once you complete the Stakeholders section, work around the canvas clockwise, beginning with the upper left section; leave the What Constrains Us? section last.
  4. Assess the strengths and weaknesses of your Design Ops model by putting up green (strength) and red (weakness) sticky notes alongside the strong and weak elements of the mapped model. Alternatively, sticky notes marked with a “+” and “-” can be used rather than colors.
  5. Try to improve the existing model or generate totally new models. You can use one or several additional Design Ops Model Posters to map out improved org models or new alternatives.

Strategy
This powerful game opens up channels of dialogue about a new, lesser-known but vitally important design function. Use this game as an opportunity to not only create a thoughtfully designed and productive organization, but to introduce and educate the rest of the company about what design can do and how to plug in. Players not familiar with design may stay silent at first, but their participation will increase understanding and alignment, benefits with payoff into the future. Keep them engaged. Beyond including outside stakeholders in the game, use a completed Design Ops canvas as a conversation starter in evangelizing Design’s value to your company.

Variation

  • map out the Design Ops org of industry competitors or an aspirational company

Complementary Games

  • The Empathy Map will help you to more deeply understand your stakeholders; play this game before Mapping your Design Ops org.
  • The Business Model Canvas will provide a more technical (managerial?) understanding of how your Design Ops org functions; complete the Business Model canvas after mapping your Design Ops org. In the event you are looking to improve upon your current state, the Business Model Canvas will prove especially useful.
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Argument map

…complex situations and infoglut.

You need a good oversight to think about your future, or to really understand your clients. You are committed to empathically include everybody’s reasoning and arguments. You want to make wise and just decisions.

✣  ✣  ✣

Making the right choices and decisions is crucial. Often too, we need to decide fast. Do we need to vaccine the world population against swine flu? Should we enter this new market? Can we still trust science after Climategate? Are we going to bail out Greece and Ireland? Can computers think? Do we need a new monetary system?

The [[argument map]] is a systematic approach to mapping a debate in a pleasant and high-quality way as a [[big visible chart]]. It’s process invites every stakeholder to carefully listen to each other’s arguments. It moves away from debate and towards mutual understanding, encouraging empathy. When people are forced to examine other peoples’ points of view there’s a chance for a real conversation.

Therefore:

Generate, collect, prune, and cluster all arguments for and against in a tree-shaped structure on a single A3 sheet of paper.

✣  ✣  ✣

Use the [[force field analysis|force field map]]  to chart weighted forces that direct change.

The [[argument map]] is originally conceived by the Argumentenfabriek.

Number of Players: 5–30

Duration of Play: 1–3 hours

Object of Play

Public debate often diverts into endless low quality discussions and exhausts both the debaters and audience. At the end, you still can’t make a well-informed choice. Many conversations suffer from lack of a central theorem or stand, scarce arguments in favor, or ignored counterarguments.

The goal is to get out all of the issues and arguments before talking about any one issue. Real-life dialogue makes this a challenging goal, yet it is the goal nonetheless.

If you immediately explore the first one or two issues instead of getting a complete argument list, you risk the following:

  1. You will never get the complete list and may miss significant opportunities.
  2. You will end up talking about an issue, which is not the most important issue.
  3. Even if you eventually discover the most important issue, you may have depleted the scarce resources of time and energy.

People have trouble to remember a lot of connections between statements and arguments, and suffer from infoglut—masses of continuously increasing information, so poorly catalogued or organized (or not organized at all) that it is almost impossible to navigate through them to search or draw any conclusion or meaning.

A [[big visible chart]] like the [[argument map]], [[force field analysis|force field map]], or [[hoshin kanri]] gives oversight. Visualizing reasoning helps in practicing critical thinking: clean reasoning, focusing on errors of reasoning, unspoken assumptions, and psychological digressions. [[big visible charts]] will increasingly take over long-winded texts. There is simply no time to read and understand the ever growing thickets of documents.

How to Play

Either use a whiteboard or flip chart or a computer projection and some handy outline software. Step through the process below, and everything important will surface. You will be complete and not miss any important issues or arguments. And you will be able to make a just decision.

  1. Just the Facts—Create a [[facts map]] and briefly share facts and figures related to the topic. No opinions, just (verifiable) facts, please.
  2. Quiet Brain Dump—Take ten minutes or so to find causes and consequences, pros and cons. Jot down any argument you can find in favor or against the case.
  3. Take Turns and Share—Take turns and share a single argument with the group at each turn. Got nothing more? Just pass. Write down the argument on the whiteboard or type in on the computer.
  4. Prune Your Arguments—Delete any argument on your list that someone else also brings up as soon as you hear it.
  5. Be Terse—Relentlessly end any discussions, long-winded stories, or salvo of arguments.
  6. Exhaust Yourself—She or he who passes last, ‘wins’. Still not exhausted? Loop back to 3.
  7. For or Against—Take two flip charts. Label one as “For” and one “Against”. Collect the arguments on their appropriate flip chart. If you are using an outliner software program, simply drag each argument in its appropriate “For” or “Against” class.
  8. Shape, Organize and Thicken—Shape, organize and thicken the arguments. Cluster and categorize the arguments into ‘themes’, facets or aspects. Pick one to three key words for theme name. Within each theme, further subcluster arguments and  label each cluster as a theorem, proposition, opinion, or stand, listing the arguments below. Often you will find similar themes and labels in both “For” and “Against”, but this is not a requirement; they can differ.

Instead of listing arguments and copying them to flip charts, you can also write them down on sticky notes, one argument per sticky note, and put those on the flip chart. Crumple any duplicate stickies.

Repeat this process with other groups of stakeholders.

If you have the time and money, process the harvest into a colorful tree-structured schema like the examples below. Make sure it fits on a single and handy A3-sized sheet of paper, while keeping it legible, of course.

Reasoning errors

Exempli gratiā

This article is a copy of Pareltaal » Argument Map and formatted like a pattern from a pattern language.

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Airplane metaphor game

Summary of the Plane Metaphor and why to use it (neuroscience reasoning)

One way of organizing information is to formulate analogies and conceptual links with other things. The information can be represented by anything that helps you break out of habitual thinking patterns.

We all create our reality when getting external information to our brains. We use our values, opinions, previous experiences, etc. to create our reality and react to the outside world based on this.

A good metaphor comes with a set of associations that will change your perspective and help you think differently about a topic.

This is why it helps your brain to create new associations and get new perspectives, “own realities”.

This is also what the Plane Metaphor will do for you and your team.

Object of play

The object of this game is to get a project started while aligning team perspectives on different areas.

Number of players

The session is meant to be used by 3 to 8 players.

Duration of play 

From 90 minutes to 2,5 hours.

Material required

If the session runs online, you will find useful the Miro template in Miroverse here.

For in-person sessions, you will need:

  • a printed A1 of the template below
  • rectangular yellow sticky notes – 1 block per person
  • sharpies – 1 per person
  • small round red dots for voting
  • whiteboard/wall to stick the stickies
  • whiteboard markers

How to play

  1. Choose a facilitator who takes care of the sequence and timing. And if you do not have one, it is also fine. Why? Because the game has steps which are enough. 
  2. For the in-person session: in a white space visible to the players (whiteboard/flipchart) draw a plane or print the template and stick it to the wall.  The sticky notes which will be written will be placed on the picture in the respective areas.
  3. WHERE do we come from? What is the reason why we are here today, which challenges do we have right now? Collect them on sticky notes in silence. Take 5 minutes for this.
  4. Take silent time to read the sticky notes. Use the Miro voting feature to prioritize your challenges and check which ones are the most important for you as a team right now / Use red dots for voting for an in-person session. Take 5 minutes for this.
  5. WHO do we deliver value to? Which are the real users that will use what we deliver? Take 5 minutes to write down the main stakeholders.
  6. WHERE are we going? What is our project goal? Write one sentence that describes where are you going as one team and take into consideration the previous step by thinking for whom do we deliver value. Use the sticky notes and do this exercise in silence. Take 5 minutes for this.
  7. Then share what you wrote one after another. Take questions if they arrive. Take 1 minute per person for this.
  8. HOW do we steer? What are the roles that we take in this project and what we do need from each other? Take 5 minutes to write in silence sticky notes and then share your perspective in 2 minutes per person.
  9. WHAT gives us the power? What would help us reach this goal together better? Which are the motivators for us? Take 5 minutes to write on stickies in silence. Then share what you wrote in 1 minute per person.
  10. Decide upon the next steps after going through this metaphor. The next steps to help you reach the goal, taking into consideration the challenges you have, for whom you do the work, how are you organized to do it and what gives you power. Take 2 minutes per person to share what you think and the facilitator will write down the proposed steps for each person and then create a common way forward together.

Strategy

The Plane Metaphor can be versatile, but one of the main ideas of its usage is the kick-off of a project. Because it helps to bring all team member’s perspectives together which creates a sense of belongingness and team spirit while “flying” together towards the same goal.

Complementary games

The game has its origin in the book “Gamestorming” together with other mentioned metaphors.

Impromptu Speed Networking – if the people do not know each other or you have many new members, this game played upfront will help the persons get to know each other in a fun way

Altitude – you can use this game upfront to set expectations and decide depending on the team and project dimensions and context on which level the focus will be

Flip It – it is useful either upfront or after the session to deep dive into the question “Where do we come from?” by looking at the team’s fears and flipping them around. We create our reality and this game brings awareness to this fact.

Product Pinocchio – for a team who is working on a new product, after this session, a good game idea is to think of their product as an “alive friend” and personalize it

Empathy Map – Understanding your users deeply using the canvas created by Strategyzer – a game that can follow this session

Pain-Gain Map – when you want after this session to go deeper into understanding the user’s pains and gains, then this game is super useful to do 

Creating team values – for the team to be able to form and work well together, creating team values and think how to live them would be a proactive approach to avoiding conflicts and broken collaboration

The Airplane Metaphor Game was created by Andra Stefanescu.

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Even Flow

Framework by Troy Schubert

Polarities live as interdependent pairs that need each other to exist, for example inhaling & exhaling.  One pole is not valued as better than the other.  Polarities have an enduring quality, they are unavoidable and unsolvable.  Polarities live everywhere from our internal dialogue to external patterns of relating in society and within organizations.  Overfocus on any one pole leads to the breakdown of the system as a whole.

Object of play
Simplify complex problems by identifying underlying patterns of tension in the system called polarities. Striking a dynamic balance between seemingly competitive forces – accomplished by observing and analyzing the paradox with a BOTH/AND lens – unlocks benefits otherwise concealed by the system.

Number of players
1-20

Invite players who are part of the system you would like to study.  This game can be played as an individual examining one’s internal landscape or external environment, or invite players from across your project team or larger organization.

Even Flow facilitated online during a Gamestorming community meeting. Click the image to explore the live Miro board.

Duration of play
1 – 4 hours

Material required
To run a good session, you will need:

  • A copy of the template
    • An A4 (8.5”x11”) copy of the template for each player, or
    • an A0 size copy of the template for the room, or 
    • a digital copy of the template, or 
    •  each player may hand draw their own
  • Pens and markers
  • Post-it notes
  • Camera to capture the results

An example of Even Flow facilitated virtually. Zoom in to see the flow.

How to Play

Step 1: Become aware

  1. Tell the players that we’re going to explore states-of-being or actions that appear to be opposites of one another. 
  2. Ask the players to take a few minutes and silently brainstorm perceived states-of-being or actions, and their opposites. For example: inhaling and exhaling, chaotic office environment and one that’s more structured, an organization that prides itself on innovation but also needs optimization, winter and summer, individual needs vs. those of the community. These opposites might come from personal reflection, or professional experience. 
    1. For additional examples to share, visit https://assessmypolarities.com/ 
  3. Ask the players to make a copy of the template for their personal use – draw it or copy/paste it, depending where you are.
  4. Ask the players to select one pair of opposites to continue with and and place one polarity on each of the sign posts in our framework. Consider using a Dot Vote. 

Step 2: Map the system

  1. Ask the players to take a few minutes to identify the benefits and desired results that might be available through focusing on a particular pole. They can write these on the diagram or use post-it notes (one per thought). Have each player present their post-its to the group.
    1. Repeat for the other pole
  2. Ask the players to take a few minutes to identify the negative consequences that result in overfocusing on a particular pole to the neglect of the opposite pole. They can write these on the diagram or use post-it notes (one per thought). Have each player present their post-its to the group.
    1. Repeat for the other pole

Step 3: Tune in

Assess the current state of the system.  Tune into the flow of energy between the poles.  

  1. Ask the players to label their template by answering the following question and using one thought per post-it note: 
    1. What are you experiencing right now in relationship to either of these poles?
    2. Determine your location on the spatial continuum between the poles.  
    3. What benefits are you seeing?  
    4. Are there any indications that negative consequences are emerging?
  2. Ask the players to present their thoughts to the group.
  3. Remind the group that overfocusing on a particular pole will lead to negative outcomes – avoid the rocks near the shore.  Focus on a pole to realize the benefits – catch some lovely fish! But remember that overfishing has consequences.
  4. As the players to identify which benefits and hazards are alive in the system by highlighting them.  Use both qualitative and quantitative data to guide your responses.

Step 4: Honor the energy

Let the results of the assessment guide behavior and decision-making.  Reduce focus if early signs of negative outcomes emerge.  Move in the other direction.

  1. Ask the players to take a few minutes to individually brainstorm what action steps might optimize benefits and reduce risks. What they might Start, Stop or Continue doing? One thought per post-it note. 
  2. Have each player present their thoughts to the group. 

Step 5: Map the future

Use the framework to guide you through future situations that arise within the tension of the polarity.

  1. Set up a monitoring cadence to revisit and reassess the direction of the system.

Strategy
It’s common to view polarities through an EITHER / OR lens, but this methodology works through a BOTH / AND lens (i.e. you need both INHALE and EXHALE). Critical pieces of the strategy include accurately defining the polarities and ensuring that poles are value-neutral.  A breakdown in the system occurs when one pole is devalued and our energy rushes toward the preferred pole.  

In organizations and teams, course corrections may take time to manifest.  Make changes proportionate to the signals received.  Don’t oversteer by making dramatic or violent changes toward the opposite pole when negative outcomes are observed.

Ideally, keep the map visible in the environment.  Communication that includes these visual mapping references will help reinforce the strategy and thinking.

Complementary Games
Friend or Foe – organizational design analysis

Who do – identify what you need from each of your stakeholders

Empathy Map – get inside their heads to understand their pains and gains

Source

Game inspired by Barry Johnson, Polarity Partnerships: https://www.polaritypartnerships.com/

Visual Metaphor by Troy Schubert

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Friend or Foe?

Any product change, project plan, change management initiative requires assessment of and approach to working with stakeholders, a term we use to describe anyone who can impact a decision. Stakeholders often slow or block change; in other cases, they bust obstacles and accelerate progress. To increase your likelihood of success, check out this activity from visual thinker Yuri Mailshenko and identify your stakeholders to understand how they feel about your work.

Object of Play
The object of this game is to create an organizational map of your stakeholders. In some cases this may look like your org chart. In other cases situation and context will dictate a unique shape — likely familiar but undocumented. In addition to mapping stakeholders’ organizational relationships, you’ll also analyze their contextual disposition regarding your initiative.

Number of Players
5 – 15

Invite players from across your project’s organizational spectrum to ensure thorough stakeholder mapping. Colleagues with experience from similar projects or relationships with suspected stakeholders may provide valuable information. Invite them, too!

Duration of Play
30-60 minutes

Material Required
Organizational Design Analysis works best on a whiteboard. Substitute a flip chart (or two) if necessary. To run a good session, you will need:

  • Dry-erase markers, we recommend using at least three colors (black, green, red)
  • Dry-erase marker eraser (or paper towels)
  • Sticky notes
  • Camera to capture the results

How to Play

Step 1: Map organizational structure

  1. Invite your players to a five minute stakeholder brainstorm, ask: Who are our project stakeholders? Ask them to consider teams and individuals both inside and outside your org or company. Have players write one stakeholder per sticky note.
  2. Once the brainstorm ends, have each player present their stakeholders by placing their sticky notes on a wall and provide to the group a brief description of their thinking.
  3. With all the sticky notes on the wall, ask the group to organize them into a rough org chart. This needs only to be an imprecise draft.
  4. With the sticky note draft org chart as your guide, create a cleaner version of the org using a whiteboard and dry-erase markers. Ask for a scribe to map the organisation top to bottom. When the scope is quite big (for example, you are mapping a large enterprise), map the parts of the org structure that are less relevant to the analysis with less detail, and vice versa.
  5. To help with navigation, label all stakeholders.
  6. Denote future parts of the organizations (ones that are missing at the moment but are important to be considered for potential impact).
  7. Draw a border around the areas that are affected by the change/initiative or are in the focus of the analysis.
  8. Your whiteboard map could now look something like these:

use dotted lines to identify matrixed teams
use dotted lines to identify matrixed teams

use colors to cleanly delineate multiple org dimensions
different colors work, too

Drawing considerations:

  • Avoid using prepared artifacts like your company’s official org chart. Create on-the-go with full engagement of the group.
  • Draw people. Draw a person as a circle and the upside down letter ‘U’. A group of people could be just three persons put close to each other; avoid drawing departments and teams as boxes.
  • Many organizations are matrices of different kinds. Introducing an extra dimension might create visual clutter. Try to avoid that by either using a different style of a line (dotted or dashed lines) or a different color for a weaker organizational component.

Step 2: Add insight

  1. Begin a group discussion with the goal of mapping stakeholder disposition and level of support regarding your initiative.
  2. Discuss each stakeholder one-by-one, try to uncover:
    1. Disposition towards the initiative: are they for, neutral or against? To what degree? Why?
    2. Level of impact: how much influence will this stakeholder have? High, medium or low?
    3. Relationship strength between stakeholders: who do they influence? who influences them? To what degree?
    4. Participation energy level: high, medium or low?
    5. If you are having difficulty dispositioning a particular stakeholder, move to the next one. Additional conversation may help you get unstuck and you can circle back to the troublemaker.
  3. As you near consensus, draw your findings using tokens or icons. Discover what works best for you, some examples:
    1. A green smiley face for a supportive stakeholder
    2. A battery with one out of three bars charged for a low-energy stakeholder
    3. A cloud overhead signals a confused stakeholder

use tokens and text to label different dimensions of stakeholder dynamics
Use tokens and text to label different dimensions of stakeholder dynamics

Strategy
Org charts are quite unambiguous and offer little room for opinion. This exercise’s value comes from mapping less obvious things like stakeholder influence, disposition and decision making power in relation to the initiative. Defined structures are rarely challenged but a necessary foundation. What is interesting is something that lies beyond the official org chart – people’s attitude to the topic of discussion, their real power and influence. Players will share their opinions openly — and surprisingly!–in a safe, structured and collaborative setting.

Complementary Games
You understand who your stakeholders are and the org design dynamics facing your project, now what?

  • Who do – identify what you need from each of your stakeholders
  • Empathy Map – get inside their heads to understand their pains and gains
  • Understanding Chain – create the story your stakeholders need to hear to contribute to your success!

Source

Activity developed by Yuri Malishenko – visual thinker, agile coach, product owner

Activity titled by Stefan Wolpers – agile coach and ScrumMaster.