Posted on 1 Comment

RACI Matrix

Object of Play

Sometimes responsibilities aren’t clear. Nothing erodes morale and performance faster than a difficult problem that belongs to someone else—or to everyone. When these situations raise their head, it may be necessary to call a group together to sort out who does what. By creating a RACI (Responsible, Accountable, Consulted, Informed) matrix, a group will tackle the responsibility problem directly.

Number of Players

2–6

Duration of Play

1.5 hours

How to Play

To set up the matrix, you will need two lists:

  • A work breakdown:  These are the items or activities that the group shares responsibility for creating or managing.  These should be specific enough to answer when a team member asks, “Who does X?”
  • A list of roles:  Instead of creating a list of individuals, create a list of roles that represent a group of related tasks.  For example, “Project Manager”, “Business Analyst”, and “Architect” are better than “Tim”, “Bob”, and “Mary” because individuals can play multiple roles on a project, and multiple people can contribute to a single role.

Create the matrix by listing the work breakdown along the vertical axis and the roles along the horizontal axis. Inside the matrix, the group will work through assigning levels of responsibility by coding R, A, C, I:

  • Responsible:  This is the doer of the work.  Although this person may delegate or seek support from others, ultimately this one person is responsible for doing the work.
  • Accountable:  This person is accountable for the work that the Responsible person does, and signs off on the work. The golden rule of RACI is that only one person can be Accountable for each task.
  • Consulted:  These contributors provide input, opinions, and advice through two way communication.
  • Informed:  Although they are not contributors, these people are kept up-to-date on progress or completion through one-way communication.

In working through the matrix with the group, it is best to follow the natural progression of the work breakdown from start to finish. The matrix is complete when every task has a clear set of responsibilities.

Strategy

The work breakdown is needed to set up the matrix, but don’t be reluctant to change it as the group works through the matrix. In some cases, you may discover that items are unnecessary, redundant, or poorly defined. For example, where it is difficult to assign a single Responsible role, it may help to split the item into two smaller, better-defined pieces. Other items will have no Responsible role at all, and the group may decide to eliminate them.

RACI Matrix is based on the same-named diagram traditionally employed in the management of cross-functional teams.

Posted on 1 Comment

Post The Path

Object of Play

The object of this game is to quickly diagnose a group’s level of understanding of the steps in a process.

Often, there is a sense of confusion about who does what and when. The team is using different terms to describe their process. The group has no documented process. Things seem to be happening in an ad hoc fashion, invisibly, or by chance.

Through this exercise, the group will define an existing process at a high level and uncover areas of confusion or misunderstanding. In most cases, this can flow naturally into a discussion of what to do about those unclear areas. This exercise will not generally result in a new or better process but rather a better understanding of the current one.

Number of Players

2–10

Duration of Play

30 minutes to 1 hour

How to Play

Introduce the exercise by framing the objective: “This is a group activity, where we will create a picture of how we create [x].” X in this case is the output of the process; it maybe a document, a product, an agreement, or the like.  Write or draw the output of the process on the wall.

Establish a common starting point of the process with the group. This could sound like “the beginning of the day” or “the start of a quarter” or “after we finished the last one.”  This is the trigger or triggers that kick off the process. If you believe the group will have a hard time with this simple step, decide it for them in advance and present it as a best guess. Write this step on a sticky note, put it on the wall, and then proceed with the exercise.

  1. Instruct participants to think about the process from beginning to end. Then give them the task: write down the steps in the process. They can use as many notes as they like, but each step must be a separate note.
  2. After the participants have brainstormed their version of the steps, ask them to come up to the wall and post them to compare.  The group should place their steps above and below one another’s so that they can compare their versions of steps 1, 2, and so on.
  3. Prompt the group to find points of agreement and confusion. Look for terminology problems, where participants may be using different words to describe the same step.  Points of confusion may surface where “something magical happens” or no one is really clear on a step.

Strategy

The group will draw their own conclusions about what the different versions of the process mean and what they can or should do about it.

For a larger group, you may want to avoid individual readouts and instead have people post up simultaneously.

If you sense in advance that the group will get caught up in the details, ask them to produce a limited number of steps—try 10.

The Post the Path game is credited to James Macanufo.

Posted on

Product Pinocchio

Object of Play

Quite naturally, most of us don’t think of products or services as being alive and animate.  But there are a lot of benefits to imagining a product as a friend rather than an instrument. By pretending that a product has come to life, we can personalize and evolve its features in a way that is not accessible to us when we think of it as inanimate. Product Pinocchio is a game designed to establish, refine, and evolve the features of a product or service so that it becomes more valuable to the end user. By personifying it, we can better relate to it and better craft it into a “friend” that a consumer might want to take home.

Number of Players

5–20

Duration of Play

1 hour

How to Play

1. For this game, a “scene” is any simple situation in which the character (the product or service) is required to make a decision or take action. Scene examples might be “someone attempts to steal an old lady’s purse” or “a driver encounters a hitchhiker on the way to a party”. Before the meeting, invent four scenes and write them on index cards, one scene per card.

2. Also before the meeting, write each of the following five questions on the tops of flip-chart paper, one question per sheet:

  • What am I like?
  • What are my values?
  • What is my community?
  • What makes me different?
  • What is my fight?

3. Starting with “What am I like?” draw a picture of the product/service in the middle of the sheet of paper with arms, legs, and a head. (This character should be used throughout the exercise, but in different poses.)

4. Ask the group to imagine that the product or service has come to life and is now a fully developed character that they know well. Ask them to call out adjectives and phrases that describe that character and write their responses around the picture.  During this step, you can also ask players who the product/service would be if it were a cartoon character or a celebrity and write down those responses as well.

5. When you have enough information to adequately describe the character, ask the players to dot vote next to the three to five adjectives that best describe the character.  Circle or highlight the information that got the most votes and make a note of it with the group.

6. Move to the “What are my values?” flip chart and draw a picture of the character.  Divide the group into four small groups and give each group an index card describing a scene (or work with all four scenes as one group if you have seven or less players).  Ask the players to read their scene quietly and discuss in their groups what the character would say or do in that situation.

7. Bring the groups back together and give each one an opportunity to share what they agreed their character would do. Write each response down and then ask the group as a whole what the behaviors suggest about the character’s underlying values.  Add their responses to the flip chart.

8. Move to the “What is my community?” flip chart and draw another picture of the character in the middle of the sheet.  Ask the group who the character spends her time with. What groups does she belong to? Where does she volunteer? Who needs her the most? What do her friends have in common? What are the qualities of her community? Write down the responses.

9. Move to the “What makes me different?” flip chart and draw a picture of the character in the middle of the sheet. Ask the group how this character is different from other characters in her community.  What makes her stand out? What are her strengths? What could she do better?  Why would someone want her on a team? Write down the responses.

10. Move to the “What is my fight?” flip chart and draw a picture of the character in the middle of the sheet.  Find out the character’s mission in life. What motivates her? What keeps her up at night? What does she do for people? What is she trying to prove? What obstacles are in her way? Write these responses down.

  • Optional activity: Ask people to toast the character as though they were at her wedding. Alternatively, ask them to give a eulogy to a competing product or service as though they were at its funeral. Or ask the players to share a true story from the character’s life, something that happened to her that makes her who she is.

11. Summarize the overall findings with the group and reflect on the personality and identity of the character the group created. Discuss the implications of the character traits, values, and behaviors on the features—current or potential—of the related product or service.

Strategy

This game works best when the players suspend disbelief and jump into the idea that a product has a personality, a value system, and a life. For some players it will be a hard leap to make, which is why the picture you draw is important, as are the questions you ask: they both force responses as though the “it” were a “he” or “she.” Be receptive even to character names suggested during the group’s interactions. Calling it “Cameron” makes it easier to imagine the product or service as a person rather than an object or a process.  Encourage storytelling during this game to flesh out the character’s identity based on the scenes you concocted;  for example, “What would Cameron do?” Don’t discourage the group from creating outlandish characters or personality traits, because the actions taken by a zany character may lead to an innovation in the way people perceive of the use of a product or service. Let the players go as far out as they want; if need be, you can move them toward consensus on a more believable character as the game closes. Just be sure to discuss with the group the parallels between the character traits they created and the benefits those traits may have on the next version of the product or service.

The source of the Product Pinocchio is unknown.

Posted on 2 Comments

Pain-Gain Map

Object of Play

The object of this game is to develop an understanding of motivations and decisions.

Number of Players

3–10

Duration of Play

10–15 minutes

How to Play

Many decisions often boil down to one’s basic choices between benefit and harm.  By capturing these specifics for a key person, your group may uncover the most relevant points to bring up in presenting or influencing the key person’s decision. This key person may be the ultimate user of a product or may be the leader of an organization whose approval is sought.  Start by writing the key person’s name or creating a quick sketch of him on a wall.  Ask about this person’s pains first by prompting the group to step inside his mind and think and feel as he does. You can then discover which oil is best for him to achieve the maximum pain relief, say the experts at HMHB.org in their guide. Capture the answers on one side of the person:

  • What does a bad day look like for him?
  • What is he afraid of?
  • What keeps him awake at night?
  • What is he responsible for?
  • What obstacles stand in his way?

A persona’s gains can be the inversion of the pain situation—or can go beyond. Capture these on the opposite side by asking:

  • What does this person want and aspire to?
  • How does he measure success?
  • Given the subject at hand, how could this person benefit?
  • What can we offer this person?

Strategy

Summarize and prioritize the top pains and gains from the exercise. Use them when developing presentations, value propositions, or any other instance where you are trying to influence a decision.

The Pain-Gain Map game is credited to Dave Gray.

Posted on

Campfire

Object of Play

Employees spend hours sitting in training sessions, sifting through orientation manuals, and playing corporate e-learning games to learn the know-how for their new positions.  But the reality is that the bulk of employee knowledge is gained through storytelling.  Employees train each other by sharing their personal and professional experiences.  Campfire leverages our natural storytelling tendencies by giving players a format and a space in which to share work stories—of trial and error, failure and success, competition, diplomacy, and teamwork. Campfire is useful not only because it acts as an informal training game, but also because it reveals commonalities in employee perception and experience.

Number of Players

8–20

Duration of Play

30–45 minutes

How to Play

  1. Before the meeting, brainstorm 10–20 words or phrases you can use as trigger words to start the storytelling session. Write them on sticky notes.  Keep the ideas positive or neutral: partnership, venture, first day, work travel, fun project, opportunity, and so forth.
  2. Post the sticky notes in the meeting room in a space visible to all the players and give them access to markers and more sticky notes. Tell them that this is a workplace “campfire” and the only thing they’re invited to do is share stories back and forth as an informal “company training program.” Show them the “wall of words” and ask them to take 1–3 minutes to look them over and recall a story associated with one of them. To help the group warm up, start the storytelling session yourself by removing one of the words on the wall and posting it in a space nearby. Then tell your introductory story.
  3. Ask for a volunteer to continue what you started by peeling another word from the wall and posting it next to yours. This begins the sticky-note “story thread.”
  4. Before the first player begins his story, ask him to read aloud the word he chose and then instruct the other players to listen carefully to his story and to jot down a word or phrase on a sticky note that reminds them of another work-related story.  If no words in the player’s story jumped out at them, they are welcome to pull a sticky note from your original “wall of words.”
  5. After the player concludes the first story, ask for another volunteer to approach the wall and to either post her own sticky note or take one from the “wall of words.” Ask her to read her word aloud and to then share her story.
  6. Repeat this process until the players have created a snake-like “story thread” which acts as an archive of the campfire conversation. Use your best judgment to determine when to end the storytelling session. Before you “put out” the fire, ask the players if there are any lessons learned or final thoughts they want to add.

Strategy

Your role as the meeting leader is simply to encourage the sharing of work-related stories.  If you find a lull in the storytelling thread, refer the employees back to the “wall of words” or ask someone to throw out a “wild card” story. You can also share work-related stories of your own that are triggered by stories from the players. You can let the stories drift toward less positive or neutral topics if you think the players need some catharsis, but be prepared to manage what may come up and don’t let the meeting conclude on a sour note.

The point of Campfire is simple but powerful. It encourages sharing, shows the many things employees have in common, and leverages the natural tendency of employee training to take place through informal dialogue. Humans want to tell stories; you’ll likely find that the players linger to share experiences even after the meeting ends.

This game was inspired by Tell Me a Story: Narrative and Intelligence (Rethinking Theory),by Roger Schank and Gary Saul Morson.

Posted on

Customer, Employee, Shareholder

Object of Play

The object of this game is to imagine possible futures from multiple perspectives.

Number of Players

1–10

Duration of Play

1–3 hours

How to Play

  1. Divide your group into three roles: Customers, Employees, and Shareholders.
  2. Ask the players to step into their roles and imagine their business five years from now. What will they value? What will their experience be like? What events or trends emerge? What specific, tangible things are different?
  3. Have the players draw their visions of the future and share them.
  4. Ask the group to identify themes and new possibilities. Capture them and consult the group on next steps.

Strategy

In this exercise, the group is given a chance to relate intuitive knowledge about the business that may not surface otherwise. If possible, allow the group to cycle through multiple roles by reshuffling the roles and repeating the exercise.

The Customer, Employee, Shareholder game is based on the Stakeholder Framework developed by Max Clarkson in “A Stakeholder Framework for Analyzing and Evaluating Corporate Social Performance” in the Academy of Management Review (1995).

Posted on

Virtuous Cycle

Object of Play

The goal of this game is to discover opportunities to transform an existing, linear process into a more valuable and growing process by taking a different viewpoint. This is useful in examining processes that are deemed “worth repeating,” such as the customer experience.

It might be a good time to play through this exercise if the current process is transactional,compartmentalized, or wasteful. Other indications are a group that is “navel gazing” and focused primarily on its internal process, or when there is a sense that after the process is complete, no one knows what happens next.

Possible outcomes include that the group may uncover new growth and improvement opportunities in an existing process by “bending it back into itself.”

Number of Players

3–10

Duration of Play

1–3 hours

How to Play

You will need a high-level understanding or documentation of the current state of things. Any existing, linear process will work.

  1. Introduce the exercise by “black boxing” the current process. This means that during the course of the exercise the group’s focus will be on what’s outside the process,not the fine detail of what’s going on inside the box.
  2. To make this visual, give each step in the process a box on the wall (medium-sized sticky notes work well) and connect them with arrows in a linear fashion.
  3. To start the exercise, ask the group to think about, to the best of their knowledge, what happens before the process: Who or what is involved? What is going on?  Repeat this for the end of the process: What comes after the process? What are the possible outcomes?
  4. You may ask them to capture their thoughts on sticky notes and post them before and after the process.
  5. Next, draw a loop from the end of the linear process back to its starting point. By doing this you are turning a linear process into a life cycle. Ask: “To get from here,and back again, what needs to happen? What’s missing from the picture?
  6. The group is ready to explore possibilities and opportunities. Again, sticky notes work well for capturing ideas. Have the players capture their thoughts along the line and discuss.

Summarize or close the exercise by generating a list of questions and areas to explore.  This may include looking at the internal, defined process for improvement ideas.

Strategy

Pick the right process to do this with. A process that warrants repeating, such as the customer experience, works well.  Knowledge creation and capture, as well as strategic planning, are also candidates.

Get the right people in the room. Some awareness of what happens outside the process is needed, but can also hamper the experience. One of the biggest potential outcomes is a visceral change in perspective on the participants’ part: from internal focus to external focus.

This game is credited to James Macanufo.

Posted on 1 Comment

Heart, Hand, Mind

Object of Play

The object of this game is to examine an issue from another perspective, and find significance in the issue.

Number of Players

1–10

Duration of Play

10 minutes to 1 hour

How to Play

1. Look at an issue, product, or course of action using these three lenses:

  • Heart: What makes it emotionally engaging?
  • Hand: What makes it tangible and practical?
  • Mind: What makes it logical and sensible?

2. List the characteristics or features that appeal to each lens.

3. Score the categories from 1 to 10. Evaluate strengths and weaknesses.

Strategy

Significant products, activities, and experiences appeal to a whole person; they “feed the heart, hand, and mind.” Use these three lenses as a means of finding, clarifying, or diagnosing the meaning of any endeavor.

The Heart, Hand, Mind game was inspired by Swiss educational reformer Heinrich Pestalozzi.

Posted on

World Café

Object of Play

What’s the difference between a business meeting and a conversation at a café? The World Café is a method for improving large-group discussion by borrowing concepts from the informal “café” conversations that we have all the time: round tables, cross pollinating ideas, and pursuing questions that matter.

As a conversational process, the World Café may take on many forms. Here is a “quick start” flow to consider, which focuses on the basics.

Number of Players

24–30 participants in groups of 4–5 at round tables

Duration of Play

1.5 hours

Setup

As the leader, you will need to find the “questions that matter” which will guide the rounds of discussion. A powerful question will be evocative and simple; it should be immediately tangible and relevant to a challenge the group faces. The group may focus on one question or move through a group of subsequent questions. For example, “How might we start having more real conversations with our customers?” may be enough to sustain three rounds of discussion.

Develop your questions that matter, and then focus on creating an inviting and hospitable environment for the event. This may not be an easy task in typical conference spaces.  Some things to keep in mind include the fact that round tables are better for conversation than square tables, and each table should be equipped with drawing supplies such as markers, flip charts, and/or paper tablecloths.

How to Play

The event consists of three 20-minute rounds of group discussion at tables, followed by a group synthesis. After each round, one person stays behind to serve as a “host” of the next round, while the rest travel to other tables as “ambassadors.” In this sense, participants have a chance to go “around the world” and bring their ideas with them from table to table.

During the rounds of discussion, encourage participants to link ideas from one round to the next.

Here are some things to consider:

  • Spend the first few minutes talking about the last conversation. The “host” can present ideas left at the table, and the “ambassadors” should talk about what they’ve brought from their respective places.
  • Leave evidence. Draw key ideas out on the table. For the next group to appreciate the previous conversation, they will need some artifacts to respond to and build on.
  • Connect diverse viewpoints and respect contributions. If needed, use a “talking stick” or button to manage each other’s input.
  • Look for patterns. By the second and third rounds, themes and larger patterns will emerge in the discussion. Encourage participants to look for these and make them evident by drawing or writing them toward the middle of the tables.

After the last round, it’s time for a town hall discussion to synthesize what the groups have discovered. Referring back to the questions that matter, ask what the answers were at the different tables, and how they are connected.

A community of practitioners maintains the evolving methodology, process, history, and design principles at www.theworldcafe.com.

Posted on

Visual Glossary

Object of Play

The object of this game is to clearly define a set of terms so that a group has a common vocabulary.

It’s not in our nature to admit ignorance. When greeted with an unknown or abstract term, many people find it easier to pretend they understand than to ask for clarification.  This is dangerous in knowledge work, where a common understanding is necessary to work together.

Groups that make time to define their terms visually will work faster and more effectively by starting on the same page.

Number of Players

2–10

Duration of Play

30 minutes to 1 hour

How to Play

  1. Introduce the exercise as a means to create a common language. The first step is to brainstorm the tough phrases and terms that make up the group’s shared language.  Have the group brainstorm these individually on sticky notes.  Examples might be jargon, slang, technical terms, or acronyms that they use in the course of their everyday work.
  2. Have participants post their notes in one large pool and examine them. Discuss which terms were the most common and which are of the highest priority for visual definition.
  3. At this point, you are ready to make the glossary. From the pool, assign the most important terms a space on the wall. Pick a term to start with, and ask the group to describe it first with words. The group may uncover points that are foggy, conflicting, or inadequate in their verbiage.
  4. Then try to clarify the term with a picture.  Ask: what does this look like? If the term is abstract, try a diagrammatic approach.  Start with the people or things involved and connect them in a way that visually captures the definition. For example, the word social has many definitions and contexts, but by asking the group to describe a picture of what they mean, you will get a clearer definition.

Strategy

Don’t try to define everything up front. Find the most important terms, where there is the most opportunity to clarify, and do those first.

A good visual glossary will have utility beyond one meeting. Use the visuals in follow-on activities; make them available online, or in training materials, if appropriate. Encourage participants to use the visual elements as shorthand when communicating and working with these terms.

The Visual Glossary game is credited to James Macanufo.