2.2 Tools for Collaboration
There are plenty of collaboration tools. Please check our selection.
- Spider Game
- The World Café
- Snakes (Trust Walk)
- Systems Game
- Dynamic Facilitation
- Marshmallow Challenge
- World View Game
- Focus Ring
- Cynefin
- Triangle of Commonalities
- HELLO!
- Scenario Writing
- Writing Sprint
- Ritual Dissent
- Appreciative Inquiry
- Four Types of Regions
- Change Facilitation
- CLIP Analysis
- Zoom-Sociometry
Spider Game
Resume / Brief description
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This game is an icebreaker and presentation game that can be played in a large room or outdoor.
The main aim of this game is to introduce the participants of a big (international) group in a non-formal and dynamic way. For 30 participants it takes approximately 40 minutes.
This game can be performed inside the classroom without tables or outside.
The goal is to create a big spider web that connects people by using a wool yarn.
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Target group
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Students Lecturers Entrepreneurs Colleagues of the same company or work team Professionals of different areas
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Objectives |
To introduce people to others in a dynamic way To connect people
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Requirements |
A ball of wool Scissors
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Implementation -Overview |
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Implementation -Guidelines
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As a first step, assemble sets of materials for each team. You can form teams according to the size of your overall group. Remember that long yarn will be needed. The length of the yarn can approximately be determined by the number of participants in the team multiplied by the diameter of the circle that they create.
Secondly, present everyone the rules. The game will proceed as follows:
The game starts when the teacher throws the wool ball to the first selected participant.
The game finishes when the teacher cuts with scissors the wool that connects all the participants. |
The World Café
Field of application |
Guided larger group conversations and reflections
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Resume / Brief description
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Making the informal formal and collecting joint knowledge of the participants is the objective of a World Café. Its logic is to encourage a reflection along 3 question rounds. The first round starts with a rather generic question and then is followed by more concrete ones that are oriented to find concrete common results.
The methodology is used for group reflections that want to integrate all participants. It is a very interactive format in which participants exchange on the questions based on their knowledge. It assures that everybody gets a voice and that communication is assured in an egalitarian way. It takes out of the conversation hierarchies (e.g. between students and teachers, between R&D organisations and the community, between teachers) and focuses on the connection of ideas and suggestions.
The World Café can be used
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Target group
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Group size
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Minimum 12 - up to 300 people and more |
Objectives |
The World Café aims to
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Requirements
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In case of online realisation, the requirements need to be adapted. Working e. g. with Zoom break-out sessions and mural board documentation provide a good alternative.
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Time
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20 minutes for each question round, minimum 1 hour plus the introduction and explanation of the purpose of the World Café, its methodology, rules and roles, and feedback of findings (altogether minimum 1.5 hours) |
Implementation -Overview |
The methodology is realised in three main organisational steps.
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Implementation - Guidelines
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The preparation has to be adjusted to the target group and the context in which it is applied. When working as university staff with external actors, official invitations and procedures should be applied. For internal reflection e.g. with university and department staff, the format can be applied in a joint meeting. In a student class it also can be applied as a didactical instrument. In all 3 application formats there is a sequence of preparation to be considered:
1. Preparation
1.1. Clarification of the purpose
The World Café can be used for e.g.
1.2. Phrasing of the questions
Phrasing suitable questions is key to reach the purpose of the World Café. The logic of phrasing follows a funnel logic. It starts with a rather generic question to get the communication going, then a more concrete question related to the purpose of the meeting, then a final question that provides the opportunity to get a concrete outcome.
1.3. Preparation of the event
This includes invitation but also setting up the space:
2. Realisation of the World Café
2.1. Welcome speech and introduction to the purpose and sequence
One of the key questions that can be asked to the audience is: “Where do you have most informal exchange on an official event” The answer in general is: “During the coffee breaks.” The World Café has the logic to encourage informal communication and exchange in a formal structure. It is relevant to give a short overview of the structure of the World Café (3 questions, groups are mixing, and tables are changed after each question, each reflection on a question is e.g. 20 minutes). The explanation of rules and roles are relevant finally (in the first-round group at each table chooses one host who stays at each table through all question rounds, everybody takes the markers and doodles and draws on the table cloth, every comment is documented or visualized on the table cloth etc.). Then the group is asked to find themselves up at different tables before the first round of question starts.
2.2. First round of questions
The first round of questions is beginning, and answers are getting documented in one colour (e.g. green). Answers to the questions get exchanged and documented on the table cloth (using symbols and graphics, not only words is encouraged). At the end of the 1st question round each participant is asked to look for a new table with a new group of participants (e.g. students). Only the selected host stays at the same table to brief the newcomers.
2.3. Second round of questions
Before the second question is presented, the host presents the main answers from the first round of reflection (only 2 minutes to wrap up). Meanwhile, moderators take the green markers from the table and exchange it with a new colour (e.g. red). Then the second question is presented to the participants. The reflections on answers related to the second question get then documented by the participants in a different colour (e.g. red). At the end of the second question round each participant is asked to look for a new table with a new group of participants. Only the selected host stays at the same table to brief again the newcomers.
2.4. Third round of questions
Before the third question is presented, the host presents the main answers from the second round of reflection (only 2 minutes to wrap up). Meanwhile, moderators take the red markers from the table and exchange it with a new colour (e.g. blue). Then the third and last question is presented to the participants. The reflections on answers related to the third question get then documented by the participants in a different colour (e.g. blue).
3. Reflection of findings
3.1. Summarising main findings
The hosts at each table are asked to give a synthesis of the main answers on each question at their table. The results are documented in a mind map (on a pin board or flipchart).
3.2. Reflection on main steps forward
It is important to reflect on how to make use of the information collected or how to move forward as a next step. The momentum that is created provides the opportunity to become well documented and to make use of (e.g. through the realisation of the ideas or further planning steps).
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Example of application |
Local Economic Development Forum in a city (and in a Student) for a reflection on Local Economic Development
The following examples come from a Summer Academy on Economic Development in Germany for experts and practitioners and from a student course at the SEPT Master Course in Germany. In both events the main topic to reflect on is local economic development (LED). The logic of the World Café was oriented to 1) Identify common knowledge on what LED is all about 2) Reflect about key challenges in LED in a respective city/place 3) Identify key success criteria for LED
Designing a pin board with main objectives of the World Café and application of examples (if existing)
Students and local practitioners were provided examples of the use of the World Café in different projects and local events in the world. Along this board also the objectives of the world café logic were explained. Stressing out the logic of making the informal talk formal is a key aspect of the World Café as well as making use of common knowledge and getting to know each other through discussing and reflecting on concrete targeted questions.
Description of the rules and roles of the World Café sequence In the local city workshop/training the description of the main rules and roles were provided. This can be done on a pin board, flipchart or on a PowerPoint. Presenting it in a nice visualised way encourages the participants to also visualise on the table cloths and to make use of symbols while jointly reflecting.
Presentation of one question after the other in the sequence
In a local economic development event with stakeholders a pin board to demonstrate the questions was used while in a student class a PowerPoint was used to present the three question in a sequence.
Summarising the discussions from the different round tables A mind map is a good way to document the main findings of the discussions. The hosts are asked to come up with their main important findings which are then documented directly on the mind map. It provides a good joint reflection of the large group.
Documentation of the results The summary reflection provides a good overview of the overall discussion. But each tablecloth table also entails many additional information. In a conference, these additional findings can be documented in a written format or photographed as documentation.
The events with the World Café are organised by very different stakeholders in very different communities. In large public events, the core group who organises the World Café should make sure to have a number of moderators with them who visit the different tables and who make sure that people are not only talking but also documenting their reflections on the tablecloths.
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Templates, Graphics for download
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Additional format/references
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Snakes (Trust Walk)
Resume / Brief description
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Snakes is a teambuilding activity that helps people practice trusting each other. A team captain guides his or her partners around obstacles using nonverbal instructions. The objective of the game is to place an item into the bucket by every (or some) team members.
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Target group
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Students Lecturers Entrepreneurs Colleagues of the same company or work team Professionals of different areas
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Objectives |
To work in a team To collaborate within a short time
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Requirements |
Blindfolds Items Buckets Rope or tape for barrier Stopwatch |
Implementation - Overview
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Snakes is a teambuilding activity that requires a great deal of space. An outdoor setting with some obstacles (but nothing dangerous) is ideal. As the facilitator of the Trust Walk, be sure to choose a safe area in advance. Large fields or the woods may be good places to try. Minor obstacles (trees, branches, small hills) are okay, but do not play this game in a dangerous environment (e.g. anywhere with very steep ledges or sharp protruding objects).
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Implementation -Guidelines
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Additional format/references |
The video shows Snakes (Trust Walk) in action: |
Systems Game
Field of application |
Guided larger group reflections on system dynamics
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Resume / Brief description
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In most of our work as lecturers or as scientists we are explaining certain system dynamics. The context can be a value chain as a business relational system, local economic development as a system in a certain geographic space or even a business itself as a system of departments, employees, changing markets and demand. Most systems are complex and interrelations in the system cannot always be traced back. The Systems Game is a funny and insightful self-experience on how systems and interrelationships are affecting each other in a multidimensional way. In the beginning, the participants of the exercise stay in a circle. They have to select two persons in the circle between which they have to position themselves once the moderator gives the signal. Different rounds of this game and joint reflections about observations provide an inside on how system dynamics function.
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Target group
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Objectives |
The Systems Game aims to
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Requirements
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Time: 20 -30 minutes depending on the depth of reflection
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Implementation - Overview |
The methodology is realised in three main organisational steps.
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Implementation - Guidelines
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The preparation is mainly the identification of a space large enough to freely make movements. Apart from that it is relevant to be aware of system dynamics and its explanation to the students or participants. The starting point of the exercise is that the students or the participants are building a circle in the space.
1. Explanation of the rules
1.1. Explaining the relevance of system dynamics
First, focus on the relevance of system dynamics and how we are acting in these dynamics. For example,
1.2. Explanation of rules of exercise
1.3. Demonstration
2. Exercise and observations
2.1. First round of exercise
2.2. First round of reflection
2.3. Second round of exercise: Observe who is following you
2.4. Reflection on what has happened
2.5. Third round of exercise: Taking stakeholders out of the system
2.6. Third reflection on what has happened
3. Final reflection
3.1. Reflection of the whole exercise and insights
3.2. Reflection on (additional) system dynamics aspects
3.3. Reflection on relevance for our work
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Example of application |
Sensitisation on local economic development (LED) at a Summer Academy on Economic Development in Germany with international experts as well as a SEPT Master Course class in Leipzig with students in a course of local economic development
The participants of the Summer Academy are all coming from different countries, but they are all representatives of either private business organisations, public entities or support organisations. Also, the students at the Master Course have got experience in different organisations. In both occasions, all of the participants have to imagine that they are now in a location to promote local economic development with very different stakeholders and different interests. The objective in this context is that participants learn that LED is about
Finding a place to realise the Systems Game
In the case of the Summer Academy the moderators decided to move into the park next to the training location.
Starting point
The group starts with a large circle and the introduction and rules of the exercise documented above.
Exercise itself
Impressions from the exercise itself through the round of reflections (left side Academy, right side Master Class)
Final reflection on the flipchart
The Systems Game requires especially facilitation through a moderator. It is also good to have a second moderator to document the final reflection on the flipchart. The group of participants should go beyond 12 people. It can also be facilitated with up to 50 persons to still manage a good reflection.
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Templates, Graphics for download |
The Systems Game does not need templates. The flipchart for summarising reflections can be designed as a mind map (see above) or in a structured way along the reflection questions.
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Additional format/references |
Template and description of the tool by Mesopartner: Handout Systems Game.pdf |
Dynamic Facilitation
Field of application |
Facilitation and collaboration method for dealing with complex challenges, which can be used in workshops and research projects that includes a group of stakeholders. |
Resume / Brief description
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A Dynamic Facilitation workshop starts with a certain topic on which every participant can give his or her opinion. No interruption is allowed as long as the person talks. The comments are written on cards or flipcharts along 4 panels and issues:
The facilitator takes the emotional element and the conflictive aspects out of the reflection round through differentiating and structuring the main arguments. Through this format every participant gets the chance to bring in their opinion and to listen to the other ones. The documentation and the process of listening provides at the end the opportunity to come up with joint solutions that are considering the different perspectives and arguments raised. |
Target group
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Group size
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This format works especially with smaller and medium-sized groups of up to 15 people. |
Objectives |
The Dynamic Facilitation methodology has the objective to overcome classic facilitation methods often based on a very linear defined sequence. Different aspects are the following:
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Requirements
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The tool is suitable to use, when
Materials
Time
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Implementation - Overview |
The activity is realised in four main phases.
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Implementation - Guidelines
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At the beginning of a Dynamic Facilitation process there is always an initial question or a problem that is relevant for the participants and for which no solution is yet in reach. Based on this question, the process of reflection starts considering four main phases.
1. Co-Initiating
2. Co-Seeing
3. Co-Sensing
4. Co-Acting
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Example of application |
Reflection workshop with university and research institute representatives to increase local knowledge transfer with local businesses
Description of the context
Many universities and research institutes have the challenge to work together with local businesses. For many scientists it is more interesting to work with international research projects then to apply their knowledge to local business challenges. On the other side, these local businesses require new applied knowledge from the knowledge organisations in the surrounding. Many university staff members as well as consultancies that want to promote these local knowledge networks face the challenge to encourage local knowledge transfer projects due to very different opinions in the university or institute itself,. At the same time all employees and scientists know that they have to become involved in these projects if they want to get access to certain financial incentives.
Consultancies like Mesopartner often make use of the Dynamic Facilitation methodology in these situations with a group of representatives of local knowledge organisations. The objective of these Dynamic Facilitation workshops is to explore opportunities for concrete projects with local businesses and business organisations. Source: https://participedia.net/method/1692
Starting point
Identification of a topic: "How can we strengthen the knowledge transfer with local businesses in the region?"
Main discussion aspects
The discussion often includes controversial arguments although the conflict between participants is reduced. The reason is that everybody can express all their arguments, and nobody is allowed to interrupt the other. On this topic main discussion lines could be going into the following direction:
There are more arguments against or in favour of the local knowledge transfer focus. In the following, some answers along the four headings are documented:
Problems / Questions
Solutions / Ideas
Concerns / Objections
Perceptions / Information
The joint reflection with the staff members often changes at a certain point when all arguments and resentments are spoken out and structured. It often provides a breakthrough in which certain opportunities emerge. For example, the result can be that other research institutes are also interested to start with a contest for students and young researchers to find local knowledge transfer solutions through cross-innovation workshops within businesses.
In this case a solution could look like this:
The example above is just one example where the Dynamic Facilitation method can help to move from a relatively complex discussion of a topic towards a concrete result. An action plan format can finally help to define concrete next steps if the example of knowledge transfer contest or cross-innovation workshop approach should become realised.
Dynamic Facilitation requires much attention from the facilitator. Thus, it is good to get support from another facilitator who writes down on the cards while the leading facilitator moderates the process. Two facilitators would be good to be present. An alternative is to ask one of the participants to write on the cards or to document on flipcharts the main issues based on the directions from the lead facilitator. |
Templates, Graphics for download
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The main features of the Dynamic Facilitation method can be found in the presentation Dynamic Facilitation.ppt
There are many graphics available in web search engines that visualise the main directions and logics of Dynamic Facilitation. Have a look at visualisation ideas for flipcharts at the Community of Practice website http://www.dynamicfacilitation.com/index.html
More information is available at:
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Additional format/ references
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Information on the method and step-by-step handouts:
Dynamic Facilitation Community of Practice page: http://www.dynamicfacilitation.com/index.html
The Dynamic Facilitation Method: https://participedia.net/method/1692
Online-Manual from the founder of the Dynamic Facilitation method, Jim Rough: http://www.co-intelligence.org/DFManual.html
A manual for Dynamic Facilitation and the Choice-Creating Process, by Rosa Zubizarreta and Jim Rough (2002), https://de.scribd.com/document/403917595/Dynamic-Facilitation-Manual
Videos:
Choice-creating and Dynamic Facilitation: https://www.youtube.com/watch?v=5Nc9lIXLB1s
Dynamic Facilitation – How it Works (by Jim Rough & Rosa Zubizarreta): https://www.youtube.com/watch?v=MpESecMWtfE |
Marshmallow Challenge
Resume / Brief description
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The goal of this exercise is to build the highest free-standing structure using supplied materials. The teams must cooperate in a well-organised way to build the structure in a relatively short time. The challenge should be performed in a room big enough to allow all team members free access to the tables where structures are being built. |
Target group
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Students Lecturers Entrepreneurs Colleagues of the same company or work team Professionals of different areas |
Objectives |
To work in a team To collaborate within short time |
Requirements
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20 sticks of spaghetti Half a metre of masking tape Half a metre of string One marshmallow |
Implementation - Overview
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Remember to prepare all materials before the challenge. Start with creating teams, then ask one person from each team to collect prepared materials. Clearly define and describe the rules and do not forget to mention that this is a competition with a prize. Ask for possible questions. Perform the challenge using a stopwatch and play up-beat music in the meantime. Be active during competition – walk from one team to another. When the time counts down, measure all standing structures, and write down all results in a visible place (e.g. black board, projector). Prepare the prize for the winning team. Do the summary, draw the conclusions to show that this challenge is not only for the fun, but is has a deeper meaning related to rapid prototyping, testing solutions and methods of education. The overall time needed to finish this exercise is about 50 minutes. |
Implementation -Guidelines
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Additional format/references |
The movie recorded at TED2010 with Tom Wujec can be accessed at https://www.ted.com/talks/tom_wujec_build_a_tower_build_a_team/transcript
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World View Game
Field of application |
Sensitising students and academics that everybody comes into a certain context with his or her own perception of the world. A world view is a fundamental cognitive orientation of an individual, such as a student or an expert. World views are often shaped by cultural and professional mindsets, and learning experiences. The World View Game can be used in group settings with a wide range of stakeholders, e.g. academics and students who, through the exercise, get a taste of the impact of different world views.
Collaboration
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Resume / Brief description
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The World View Game has the objective to sensitise the participants about how they are shaped by their predefined but often unconscious and pre-coded mindsets. During the game the group of participants has to draw a picture together that has a dual interpretation. The joint drawing brings to the surface very different points of departure. These different points of departure are then the centre of reflection. What does the exercise tell us about our work, our way to follow our own perspective of how things have to be realised, planned and followed up?
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Target group
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Objectives |
The World View Game has the objective to sensitise the participants about their own preset world views and patterns of interpretations. Being aware about these patterns is the starting point to also realise them in the process of further information collection.
Key objectives of the World View Game are the following:
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Requirements
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Material
The 3 print-outs for the game: Man Mouse Joint version
Time
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Implementation - Overview |
The activity is realised in four main phases.
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Implementation - Guidelines
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1. First round of individual drawing
2. Joint round of image drawing in pairs of two
3. Reflections on observations and resolutions
4. Co-Reflection on world views and its impact
Source: Choice Baptist Church (https://choicebaptist.org/2020/06/07/nofilter/) and Oregon State University (http://web.engr.oregonstate.edu/~funkk/Personal/worldview.html )
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Example of application |
World View Game in a training with economic development experts from different countries to emphasise criteria for systemic search processes
Description of the context
The experts and practitioners came to the training to better understand the importance of systemic development efforts versus isolated economic activities. They are all coming from very different cultures and they are presenting different roles in their regions (like businesses, R&D, support organisations, policy). Starting a training with the World View Game opens the floor to directly sensitise on our different points of departure and the complexity of aspects to consider.
Starting point
Preparing the location and separating tables so that the participants do not realise that you show different visualisations. In the case of the event, participants were sitting at round tables and the moderator himself separated the group mentally into two.
Impressions from the process
Room constellation and 1st round of individual drawing.
Drawing round 2: Joint drawing
Documentation of results of joint drawing and resolution.
Final reflection
What has just happened? How does it make you feel? How does it relate to our work?
The reflection with the team after the game is the most relevant aspect of the whole approach. We provide here some answers from participants on the questions above:
What has just happened?
How does it make you feel?
How does it relate to your work?
The World View Game requires no detailed moderation capabilities. The moderator needs to make sure that the process and the rules are followed. It can be facilitated by one moderator.
The three main relevant aspects for the success of the game are:
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Templates, Graphics for download |
The visualisations the man and mouse are attached (2 Man and Mouse.jpg // 3 Man and Mouse.jpg). More templates are not necessary.
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Additional format/references |
The game is not based on information in the internet. It was used by Mesopartner, a knowledge firm that specialises in economic development, competitiveness and innovation. It is the first time that this World View Game is documented.
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Focus Ring
Resume / Brief description
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The goal of this team exercise is to transport a ball from point A to point B and then set the ball on top of the pedestal. Team members must cooperate while being very focused and organised during moving the ball. The exercise checks if the team has a strong leader among its members. The challenge should be performed in a large room or space. |
Target group
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Students Lecturers Entrepreneurs Colleagues of the same company or work team Professionals of different areas
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Objectives |
To work in a team To collaborate within a short time
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Requirements
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Plastic ping-pong ball Metal ring (e.g. bolt pad) Cylindrical pedestal Scissors Stopwatch Video projector S Sound system Prize |
Implementation -Overview
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Start with creating teams and showing the start and destination points. Define and describe the rules. Remember that this is a time-limited contest with a prize. Ask for possible questions. Perform the challenge using a stopwatch. Do not disturb the team during the competition. Other teams should keep their distance from the performing team. When the time counts down or the team is successful in ball transportation, write down the time results in a visible place (e.g. black board, projector). Prepare the prize for the winning team. Do a summary, draw the conclusions to show that this challenge is related to having a good leader who will be the warranty of success. The time needed to finish this exercise is about 6 minutes for each team. Additional time is needed for the summary (approx. 15 min).
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Implementation -Guidelines
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Additional format/references |
A short video sequence shows the main idea of the Focus Ring. |
Cynefin
Field of application |
Cynefin is used for decision-making in different system realities.
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Resume / Brief description
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Cynefin is considered a sense-making framework, which means that its value is not so much in logical arguments or empirical verifications as in its effect on the sensemaking and decision-making capabilities of those who use it. The Cynefin framework is used to understand and take action in different types of systems confronting decision makers. It is often used for strategic decisions and the reflections on how to intervene in complex systems or complex contexts. It differentiates leadership roles between areas where we can concretely find out what to do (the ordered reality) and where we do not know what to do (disordered reality). Accordingly, the framework defines 4 domains and leadership requirements to intervene in a system: Clear context (the domain of best practice): We see the situation and it is very clear what has to been done. Interventions can be used that are based on best practice and existing knowledge. This is also called the realm of “known knowns”. The job of the leader is to make sense (possibly with colleagues, employees, and partners), categorise and decide what has to be done, and assure that proper processes for the intervention are in place. Then, tasks can be delegated, and intensive communication is less necessary. The motto here is: "Let us just implement it now!"
Complicated contexts (the domain of experts): More expertise and knowledge is needed in a certain situation to make a decision or to promote an intervention. The problem can be understood and solved with more deeper insights (“known unknowns”). The leader´s role with his or her teams or partners is to deepen the analysis, to identify experts with different solutions and to decide for a solution (or intervention). Planning steps and monitoring have to be assured. The motto is: "Let´s get the experts do their work according to plan, do follow up and assure that the issue is solved!”
Complex contexts (the domain of emergence): In most human and relationship-based systems we are dealing with complex contexts, in which cause and effect are impossible to trace back (“unknown unknowns”). A linear leadership style and expertise do not help in such a situation. Multiple causes and effects influence each other and it is important to provide space for experimentation and exploration. Small interventions or safe to fail experiments can help to identify patterns of responses. The patterns identified then provide ideas for further careful steps of action. The role of leadership here is to follow the logic of probe-sense-respond with other stakeholders. An environment has to be created that allows experiments and patterns to emerge. Identifying patterns and reflecting on experiment results require strong interaction and communication skills. The motto here is: “Let us experiment, open up discussions with dissent and variety, identify patterns and jointly design a variety of experiments to better judge the playing field and opportunities for further interventions!”
Chaotic contexts (the domain of rapid response): In these contexts, the situation is that unstable that cause and effect as well as patterns are totally out of any predictability and shifting constantly ("unknowable knowns"). Dave Snowden, the author of Cynefin, mentions here. “In the chaotic domain, a leader’s immediate job is not to discover patterns but to stanch the bleeding. A leader must first act to establish order, then sense where stability is present and from where it is absent, and then respond by working to transform the situation from chaos to complexity. Here hierarchical leadership styles come into play, which are not helpful in the other domains but are necessary here. The motto is: “Let's stop the crisis, reestablish order, decide top-down!” (Snowden & Boone, 2007, p.65f.)
The cliff between the simple and the chaotic domain: The Cynefin model draws a cliff between the two domains (see visualisation). While there are soft or so-called liminal areas between the domains, this liminal domain does not exist between the simple and the chaotic domain. Here you find a cliff. This means that if you mistakenly treated a system or intervention as simple or clear, but it would actually require complex or complicated patterns of action, the system can fall over the cliff and spontaneously lead to chaotic reactions. This cliff emphasises the importance and risk at the same time to not come up with simplistic answers to more complex problems.
Considering these different system realities, decision-makers have to be able to make use of different management and leadership strategies to overcome one-size-fits-all behaviour models in complex realities or, according to Snowden & Boone (2007), engage in “contextual decision-making”. |
Target group
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Objectives |
The objective is to
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Requirements
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Material
Time
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Implementation - Overview |
The activity is realised in 3 phases. |
Implementation - Guidelines
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1. Reflection on topics that require decisions
1.1. Reflection with a team on key decision topics
The starting point of a Cynefin workshop is the question of the topic or theme that the workshop should focus on. It can be rather open or more focused. It can focus on key decision topics that have to be made (e.g. decisions to make in regard to the organisation) or are related to one theme or issue of concern (e.g. How to develop a new product? How to increase income? How to tackle the support of businesses in our region?). The focus of the workshop has to be defined in advance.
Everybody in the team writes their key inputs on relevant aspects that have to be considered (topics, answers, ideas for solutions, suggested steps forward) on each card. Everybody can write several cards so that a critical number of cards are written.
1.2. Differentiating and structuring the cards along the ordered, unordered and confused domain
The facilitator draws the horizontal line of the Cynefin framework with its three areas on the pin board: on the right the “ordered side” and on the left the unordered side, and in the middle the domain “confused”. He or she also has designed the same line on a flipchart for the table.
The facilitator puts the flipchart table with the line on the table and gives the following instruction: “Please order your cards now on the flipchart line where you think solutions can either be identified relatively easily or identified with some more expertise (under the ordered area), where you think we need more experimentation and exchange or clear decisions from the top (on the right side under unordered) or where I am not sure yet what is needed (under confused).
2. Application of Cynefin
2.1. Explanation of the Cynefin framework
The facilitator adds the horizontal line into the framework and explains all four domains (clear, complicated, complex, chaotic, and the cliff) on a pin board.
2.2. Cynefin energiser for better understanding (optional)
There is the option to make use of an energiser to better grap the idea of the Cynefin logic. Once the Cynefin has been explained the energiser can be integrated:
2.3. Organising cards along the domains
2.4. Final reflection on cards and adding new cards if necessary
3. Reflection on initiatives
3.1. What can be done for each topic/card?
3.2. Select main steps forward
3.3. Documentation of results
A Cynefin workshop is work in progress. It might be that only a few issues can be taken up. It might also be that some initiatives that were interpreted as e.g. complicated finally turn out to be complex. The pin board provides the opportunity to reorganise the cards. In that way, the first Cynefin workshop results can become a continuous process tool which helps to make sense about the process. In that respect, visualising it on a pin board or digital mural board helps to come back to it. |
Example of application: |
Cynefin workshop in a development project
Description of the context
The development project is focusing on the economic development of a region in an East European country. The consultancy company Mesopartner did a workshop with the team to reflect about different kinds of initiatives that can be promoted to improve the competitiveness and sustainable development of especially the regions and certain value chains like agri-processing and IT in the region.
Starting with a reflection on topics and issues and structuring them along the three horizontal domains (see phase 1)
Explanation of the Cynefin framework (see phase 2.1.)
Before introducing the Cynefin framework the cards are turned upside down so that they can be revealed and explained one by one when explaining the framework.
Organisation of cards along the domains on the Cynefin pin board (phase 2.3.)
Reflections on concrete initiatives that can be promoted (phase 3)
Findings and outcomes
The workshop revealed many insights, some of which are listed in the following:
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Templates, Graphics for download |
The Cynefin Company is the author of the framework and provides much information on the Cynefin model. |
Additional format/references
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Reading
Snowden, D. J., & Boone, M. E. (2007): A Leader´s Framework for Decision Making, Harvard Business Review. https://hbr.org/2007/11/a-leaders-framework-for-decision-making
Videos
Dave J. Snowden and Mary E. Boone introduce the Cynefin model: https://www.youtube.com/watch?v=N7oz366X0-8
Podcast with Dave J. Snowden: https://systemicinsight.libsyn.com/an-interview-with-dave-snowden
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Triangle of Commonalities
Field of application |
Introducting new members to a team Teambuilding |
Resume / Brief description
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This activity helps to get to know each other when people are joining a new team. It highlights the commonalities between team members in order to strengthen the team spirit. |
Target group
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The activity works in every setting (adults, young people, in a work context or in seminar groups). |
Group size |
The group size should be 6-21 persons (the number of participants should be divisible by 3). Alternatively, a quadrangle with 4 participants per group could be arranged as well. |
Objectives |
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Requirements
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Material
One flipchart paper One moderation marker per person per group
In an online setting the Template_Triangle of Commonalities can be shared with all participants.
Time
20-60 minutes
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Implementation - Guidelines
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Templates, Graphics for download
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The template can be downloaded and shared with workshop or seminar participants. |
Additional format/references: |
Some more information on the Triangle of Commonalities are available at: https://methopedia.eu/posts/triangle-of-commonality/triangle-of-commonality/ |
HELLO!
Field of application |
Introduction to a wokshop Setting the scene for a workshop |
Resume / Brief description
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HELLO! is suitable as an introduction to workshops and as a teambuilding activity. Its strategy contrasts with the typical other introduction or teambuildinggames, which are mostly fun but have no link to the topics being covered in the workshop. |
Target group |
Students Lecturers Entrepreneurs Colleagues of the same company or work team Professionals of different areas |
Group size |
Participants
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Objectives |
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Requirements
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Materials
Time
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Implementation - Guidelines
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1. Preparation
2. Process
2.1. Instruction of the participants about the goal of the game:
2.2. Instruction to the activity:
2.3. Time schedule:
2.4. Group classification
3. Debriefing
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Additional format/references
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Another introduction to HELLO! by Sivasailam Thiagarajan (1996) is available at: https://thiagi.net/archive/www/game-hello.html
Thiagarajan, S. (2006). Thiagi´s 100 Favorite Games. San Francisco: John Wiley & Sons. |
Scenario Writing
Field of application |
The workshop model can be applied when
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Resume / Brief description
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The workshop on future scenarios is oriented toward defining different scenarios how the future may evolve under different circumstances. Different possible future scenarios will be developed from the perspective of an organisation, a university programme, a region or a business model. It can be applied to each area which is related to strategic development. The future scenario workshop identifies with the group of specific stakeholders critical uncertainties for future development and based on that defines four possible scenarios. The scenarios are assessed according to their possible implications for a business, a sector, an organisation or a region. The purpose of the future scenario workshop is to become aware and prioritise possible activities according to the different scenarios that might emerge.
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Target group
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Larger group of students, organisational representatives, CEOs, managers and employees (beyond 10 persons) that want to learn or reflect on how to design different visions for the future and to act with higher sensitivity in the process.
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Objectives |
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Requirements
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Material
Time
From 90 minutes up to a complete day (depending on intensity and detail)
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Implementation - Overview |
The activity is realised in three main organisational steps.
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Implementation - Guidelines
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Before the start of the scenario writing, the facilitator and the participants need to define well the topic on which the scenarios should be written. For example, this can focus on students and the business model that they have to develop in their study programmes or on a university that wants to further develop their study programmes.
1. Setting the scope
1.1. Identification of key factors and key uncertainties
The participants are introduced to the future scenario writing exercise, its objectives and perspectives.
The logic is transferred that there is more than one possible future that has to been taken into consideration for strategic development. The difference between a traditional trend scenario and other possible scenarios has to be explained (see figure below)
1.2. Rules of the exercise
The session starts with a reflection of future factors that are given and that are certain. For that the facilitator asks the participants to write cards on the following question: "What are the factors related to the topic that are given and certain, and that will guide the behaviour of people and the evolution of things in the future?" This includes not only laws and policies, but also megatrends, such as globalisation, digitalisation, and technological innovation.
The cards are pinned on the pin board and clustered according to topics.
The facilitator then asks the participants to write cards on the following question: "What are the factors that will impact your focal area and where we are not sure how they will evolve in the future?"
The cards are pinned on the pin board and clustered according to topics.
2. Creation of scenarios
2.1. Creation of four-field-matrix
Participants prioritise the cards on the pin board with key uncertainties according to
For that they discuss first the cards and then vote e.g. with dots or different coloured markers on the cards to identify the factor with the highest possible impact and the factor with the highest likelihood of occurrence.
The group then agrees on the two factors that score highest on each area and finds two opposing expressions for them. This is then the basis of a matrix that might look like in the following example from tourism.
2.2. Check scenarios and compare them
Participants look at the scenarios and reflect: "Are these the ones with the highest impact and the most probable occurrence?"
The facilitators lead to the four scenarios without judging them. They all might have positive elements on the future of the specific business or organisation, just under different factor conditions.
3. Writing and presenting scenarios
3.1. Writing scenarios
The participants create four working groups. Each of them elaborates on one scenario. The scenario is supposed to be a future event or development, e.g. ten years from now. This encourages a creative thinking process where participants do not extrapolate from the present into the future but rather put themselves into the future and trace back how they got there. Participants are encouraged to come up with a creative title for their scenario.
The instruction for each working group are as follows:
3.2. Presenting scenarios
Each group is presenting the scenario to the others and asks questions to the other group to encourage deeper reflection.
Groups can add headlines and titles to substantiate their story.
4. Final reflection
The participants look at the complete matrix and all the scenarios and reflects on the question: "How can we anticipate future trends? What are indicators that provide us with first signs of information?"
The second reflection goes around the following question: "What can we do now to prepare for the future with knowing that there are different possible scenarios? What actions can be taken in the short and medium-term? |
Templates, Graphics for download |
n/a |
Additional format/references
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More information on scenario writing can be accessed at: http://www.foresight-platform.eu/community/forlearn/how-to-do-foresight/methods/scenario/
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Writing Sprint
Field of application |
Creativity Brainstorming |
Resume / Brief description
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This technique is used to focus on a specific aspect of your writing. This promotes concentration and attention. It is about letting your thoughts flow on a certain topic within a set time. The activity also encourages participants to not get bogged down on certain ideas.
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Target group
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Writing Sprints are suited for anyone who likes
The activity can be applied to individuals and groups. If working with groups, the facilitator needs to decide in which way the results will be shared (or not). |
Objectives |
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Requirements
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Material
The activity can also be implemented online with a word-processing programme.
Time
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Implementation - Overview |
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Implementation - Guidelines
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The facilitator formulates a headline or prompt to direct the focus. The headline can be a question, a quote or a sentence starter. Participants can also formulate their own headlines, should a facilitator not be available.
Participants spend five minutes (or an alternative time) writing down their thoughts as quickly as possible without pausing - as close as possible to their inner language, exactly as their thoughts form in their head.
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Additional fomats/references |
More information on writing sprints are available at: https://www.millcitypress.net/blog/writing/writing-prompts-writing-sprints/ |
Source:
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https://www.ik-blog.de/ipp-fuer-das-arbeiten-mit-einem-internen-kommunikationskonzept/ (in German) |
Ritual Dissent
Field of application |
The facilitation technique is used in situations where groups of people have defined solutions and ideas for steps forward (e.g. projects, initiatives, concrete action plan) but they want to get critical feedback to improve their solutions and adopt them better to the circumstances. The technique can be used when:
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Resume / Brief description
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Ritual Dissent is a workshop technique designed by Dave J. Snowden (The Cynefin Company - formerly known as Cognitive Edge) to test and enhance proposals, stories, ideas or other content by subjecting them to ritualised dissent (challenges) or assent (positive alternatives). It offers a formalised way to share criticism and disagreement for the purpose of learning and increased resilience. Essentially an individual or a group develops and presents a proposal, idea or initiative to another group and then have it subjected to ‘ritual dissent’ by this group. During the time of the feedback the presenter turns his back to the group who then provides comments on the presented ideas. The presenter is only allowed to listen and to take up critical comments to improve the proposal afterwards. The ritual dissent is normally done in several rounds. |
Target group
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Objectives |
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Requirements
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When to use
Material
Time
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Implementation - Overview |
The activityis realised in four main phases.
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Implementation - Guidelines
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The activity works best with a larger group of participants who want to adjust their proposals or ideas and are interested to help each other out. In this way the groups can work in parallel in several groups to present and give feedback to each other.
1. Clarification on why feedback is needed
2. Presentation of proposal, story or idea
3. Feedback from group of listeners
4. Presentation of comments to own group-adjustment of proposal
It is possible to have several rounds of ritual dissent between different groups to get even more comments on (adjusted) proposals. This depends very much on the number of participants. |
Example of application: |
Ritual dissent on local economic development (LED) initiatives after an analysis of a local economy and local value chains
Description of the context
Together with a group of local stakeholders from the tourism sector in the city of Korca, the GIZ with the support of Mesopartner did a value chain analysis of their local tourism chain. The objective of this analysis was to promote very concrete local development initiatives that could be implemented within the next 3 to 6 months. The ritual dissent was used to verify the local economic development initiatives if they comply with the 3 criteria for the initiatives. They should be able to be visible in the end, should be able to be realised with joint network forces and financial and motivational resources. It should be realised in max. 6 months.
Different groups came up with different initiatives that were presented to each other using the ritual dissent technique.
Starting point
Group of stakeholders from the tourism value chain analysed the main strengths and weaknesses in the tourism chain with moderation cards.
Reflection on short term initiatives and quick wins
After having identified and prioritised key challenges in the value chain the participants divided into 3 groups. Each of the groups had to come up with some initiative ideas according to the criteria mentioned above.
Presentation of initiatives to the others using ritual dissent
The presenters of the three groups presented their defined development initiatives to the other groups using the ritual dissent technique. Three rounds of presentations were made and after each round, the groups were able to adjust their proposals according to the reflection process they went through due to the comments from the other groups.
Finally, the revised initiatives were presented to the plenary and final decisions were made jointly on which quick win initiatives should be promoted in the next months.
Contribution of the ritual dissent to the findings
The ritual dissent is often a real encouraging and dynamic way to discuss proposals and ideas. Everybody has to listen for a period of time as well as to present. The process itself encourages also reflection which provides also a dynamic way of improving proposals.
The facilitators role in this process is to manage the time well and to assure that the rules are followed (no discussion, no defence, only clarification questions allowed). |
Templates, Graphics for download
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There are several instructions or guides available. The tool was developed by Dave J. Snowden and his company, The Cynefin Company (formerly known as Cognitive Edge).
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Additional format/references |
Videos
The video shows the tourism value chain workshop in Korca, Albania: https://www.youtube.com/watch?v=o3N7utVu-fU |
Appreciative Inquiry
Field of application |
The appreciative approach can be used as a complete analytical framework involving a variety of interviews. The latter can span over a longer period of time with intensive field work. This description focuses on a workshop format that can be used
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Resume / Brief description |
The Appreciative Inquiry has been developed and used as an alternative to a problem-based approach of process analysis, intervention design and vision building. It is strongly based on appreciation of what is already there and on what can be strengthened (“What gives life”). It starts with an understanding of the organisation's or individual´s potential strengths by looking at its experience and its potential. From there an envisioning process starts on how a possible future could look like (“What might be”) and how this future can be co-constructed, and its process maintained as a dynamic and sustainable process.
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Target group
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Objectives |
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Requirements
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Application
Material
Time
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Implementation - Overview |
The activity is realised in four main phases.
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Implementation - Guidelines
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1. Discovery: What gives life (Appreciating)
“What is the development and change focus we want to take in this workshop?” is the question that needs to be clarified in the beginning. The group of participants has to define the topic. Is the reflection related to future cooperation between students and faculty, the improvement of cooperation between the university department, an organisation or a territory?
Then, the group is asked: “Please share your best and most encouraging and “life-giving” experiences on the change topic of the workshop?”
Personal and organisational high points, as well as the participants' values, hopes and wishes related to the enhancement of their organisation’s social, economic and environmental vitality are discovered.
The experiences are documented on cards on the first pin board by the facilitator. They are clustered in the two areas "experiences" and "values".
There are two alternatives to speed up the process:
2. Dream: What might be (Envsioning)
The facilitator asks the participants (using the second pin board): "What can you envision as a possible motivational ideal status when things would work at their best?
There are two alternatives on how to start:
3. Design: How it can be (Co-constructing)
The focus at this stage of the workshop is to look at the clusters of dreams expressed in the earlier step.
The question the facilitator asks: “What activities can we realise that contribute to our envisioned change? Please reflect about activities that create enthusiasm with you and to which you want to contribute.”
Participants then reflect on concrete activities necessary to reach these specific dreams.
The card exercise should be done in groups of 4 or 5 to encourage joint reflection. Cards are written by the groups.
Groups present their findings and cards on the third pin board. Duplicated cards are taken out, similar ones are clustered.
The participants then prioritise activities through reflection and voting.
4. Destiny: What will be (Sustaining)
The destiny phase is focusing on the concrete planning of the activities and to “embrace the solutions”. The assurance that these activities are also really implemented and monitored is understood as a deep interest of the organisation itself.
The logic is that the outcomes of the Appreciative Inquiry are building on the strengths of the individuals in the organisation, on internal resources, relationships, past positive experiences and the extension of these positive experiences.
The workshop can be concluded with an action plan. As an alternative, a first draft of an action plan is developed by a group of participants and will be presented to the other participants.
The workshop closes with an appreciation of the success.
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Example of application: |
Description of the context
The Appreciative Inquiry method was used in a workshop from the consultancy company Mesopartner with a German district development agency to reflect about future steps of action. At the same time, the workshop was an organisational development workshop. The objectives were threefold:
Starting point
The workshop started with a joint rating on different circumstances:
"Discovery" and "Dream" process
The team of the agency started to share their positive experiences along the differentiation of experiences and values. Some examples of relevant outcomes included:
In regards to values the following aspects were mentioned:
In the "Dream" process relevant aspects included:
"Design" and "Destiny" process
In the "Design" and "Destiny" process some of the outcomes were mentioned:
Support requirements
The workshop took place from 9 to 12 am (3 hours). The pin boards were prepared in advance and the role of the facilitator was mainly to guide the group through the process and to provide a space where team members were able to express their emotions and motivations.
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Templates, graphics for download
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Visualisations for Appreciate Inquiry Workshops are available at: https://www.centerforappreciativeinquiry.net/wp-content/uploads/2018/01/AI_CaseStudyExamples_HeatherMartinez_20170212.pdf |
Additional format/ references
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Videos
Reading
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Four Types of Regions
Field of application |
The Four Types of Regions workshop could also be defined as Four Types of Different Local Realities workshop. Fields of application can be the following:
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Resume / Brief description
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The Four Types of Regions workshop differentiates between four economic and dynamic realities in locations, suburbs and regions. It helps to identify declining, marginalised, emerging and dynamic spaces (in a city or in a region) and defines typical characteristics of these spaces with the participants. Based on the differentiation of a location along these four realities, it provides the chance to define and reflect on business models, network initiatives and concrete support interventions to support the development of these spaces according to their conditions and development dynamics. The key message of the method can be framed as “Context matters and requires differentiated interventions or business models”. In detail, the method helps to identify different strategies accordingly. |
Target group |
Students Lecturers Consultants Development agencies Businesses |
Objectives |
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Requirements
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Application
Material
Time
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Implementation - Overview |
The activity is realised in 3 phases . |
Implementation - Guidelines
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1. Defining context and different realities
1.1. Explaining two key development indicators
The 4 types of Regiony matrix emerged out of observations from geography and local development experience. It uses two key critical factors that shape the development of a location or space:
The first step of reflection with businesses and other participants focuses on the question: "What are key success factors for a region to keep a dynamic development path?"
1.2. Design and explanation of the 4 types of region matrix
The facilitator presents the two critical factors and has prepared two opposing expressions for them with which the matrix is created on a pin board.
The facilitator then asks the participants for each quadrant: "How would you call this place under these circumstances?" The differentiation between declining, marginalised, emerging and thriving territories, or regions is explained to them. The quadrants are named with cards (see example below).
2. Identifying different dynamics in a place
2.1. Exercise on different dynamics and characteristics in a place
Students or other participants reflect on which quadrant best describes their birthplace (declining, emerging, marginalized, dynamic?) when they were born.
After a short reflection on the results, they are then asked to reflect on which quadrant best describes the same place today.
What becomes obvious is that the development dynamics of a place are changing over time. Very dynamic regions can fall into crisis, decling ones can newly emerge. Being aware of changing dynamics and about the logic of the matrix is key in this exercise.
After this first reflection the participants are asked to define in groups the main characteristics of the Four Types of Regions. In the four groups, each participant writes on moderation cards the main characteristics of one of the regions (one group for identifying the main characteristics of a declining region, one group for identifying the main characteristics of a marginalised region, and so on).
The cards are then presented on the pin board and pinned on the different quadrants. Further characteristics are discussed and added in the plenary.
2.2. Reflections on requirements for different realities
The facilitator asks the participants: "If you look at the different dynamics and characteristics in the regions, what comes to your mind? What is required to change the regions on the left and on the right side?"
After this reflection the facilitator presents two main observations.
One of the key observations that the facilitator is pointing out is that the regions on the left side require change initiatives. They also ask for new business models that provide support to these changes and that offer new products in demand. Places on the right side are rather requiring further upgrading and coordination to improve continuously the institutional and physical infrastructure. This involves also the creation of innovative networks of businesses and support organisations.
3. Reflection on intervention and business models
3.1. Identification of key considerations and influential factors
Depending on the target group the facilitator asks the participants about where they want to start their business and their business to be located (with students, businesses) or where they want to promote economic development (with support organisations, such as development agencies or clusters)
Then the group reflects on the different influences that local conditions have on their intervention or business model.
3.2. Identification if concrete business model or intervention initiatives
The final step of the workshop is oriented towards identifying concrete activities according to the participant’s group. This can include developing new business opportunities in the different regions according to relevant context requirements, adjusting or innovating business models or reflecting on development initiatives (e.g. skills development, business network initiatives or service provision) to promote the development of these locations.
The initiatives that come out of this process can be substantiated through action plans to move forward. |
Example of application: |
Description of the context
The Four Types of Regions workshop was used in a setting with representatives of development organisations that wanted to identify more differentiated interventions within different locations and their different contexts. The workshop was held during an academy on local economic development organised by Mesopartner.
Starting point
The participants reflected on critical success factors that define the dynamics of a region. Based on these factors the facilitators presented the Four Types of Regions on the panel (see the image of the basic matrix above).
Sensitisation on the logic of the matrix
The following two photos show two SEPT seminars on regional competitiveness in a Master's course in Vietnam. In this case the matrix was designed with tape on the floor and the students had to position themselves first in the quadrant where their birthplace was located when they were born and then where this place finds iteself today in its development. It showed the dynamics of Vietnam as an emerging country in the rural and city areas. Most of the locations where students were born moved from a declining or marginalised place towards an emerging and dynamic place within the last 20 years.
Identification of characteristics
The identification of characteristics of the different locations was the next step in the process. The following pin board demonstrates the results of local development agency representatives that reflected on characteristics of a region in Mexico.
Some examples of results included:
Identification of development initiatives
As a final step, the participants reflected on first possible initiatives, some of which are mentioned in the following:
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Templates, graphics for download |
Handouts for a Four Types of Regions workshop (with focus on the development of regions) are available at: |
Additional format/references |
Reading
Mesopartner (2018): Typology of regions and meso organisations, Mesopartner Annual Reflections 2018, p.12. https://www.mesopartner.com/fileadmin/media_center/Annual_Reflections/AR_2018_ENG.pdf |
Change Facilitation
Field of application |
The Facilitating Change method can be used in various situations. It can be promoted to
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Resume / Brief description
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The Change Facilitation workshop starts with a self-assessment on the change characteristics of the participants before change processes are explained and key change promotion steps are provided. John Kotter´s 8 steps of change are then used to identify opportunities for promoting change processes in different situations. |
Target group
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Students Lecturers Consultants Development agencies Businesses
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Group size |
The Change Facilitation method is suitable for a maximum of 20 participants. |
Objectives |
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Requirements
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Material
Time
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Implementation - Overview |
The activity is realised in 4 phases
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Implementation - Guidelines
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1. Self-assessment and reflection on change
As a first step, the facilitator reflects with the participants on two questions:
In a second step, the facilitator unfolds the following matrix on a pin board with the different types of characters. The facilitator puts the panel around and the participants can indicate with a marker in which area they would see themselves in regards to their openness for change.
2. Reflection on requirements for promoting change
The pin board is turned around again and the participants reflect on several questions. Answers are documented on cards. The questions are as follows:
Answers will be put on cards on the quadrant of the matrix.
3. Presentation of John Kotter's 8 steps to promote change
Very often, there is resistance to change, which has to be anticipated.
The illustration below demonstrates that there are concrete interventions necessary to promote change. Source: Mesopartner
John Kotter´s 8-steps is a well-defined process to promote change. In the workshop these 8 steps are presented to the participants.
Source: https://cio-wiki.org/wiki/images/6/65/Kotters_Change_Model.png
4. Reflection on ways to promote change along the 8-step approach
For each of Kotter´s change steps the participants reflect on concrete activities that can be promoted to realise these steps. Participants can also divide into four groups to reflect on at least two change steps.
A final presentation of results on the second pin board provides good entry points for the change to be promoted. |
Example of application: |
Description of the context
Mesopartner provided training on Change Facilitation in local economic development processes to students from Central Asia. It was a capacity-building initiative on the topic of change facilitation (see some students below presenting results).
Starting point: Self-assessment after introduction
The facilitator presented the matrix and the participants made a self-assessment. The results of the self-assessment were very diverse and created a good opportunity for reflection.
Reflection on possible reasons for change behaviour
In a second round, the students reflected on questions regarding
Answers were written on cards and put on the quadrant of the matrix.
Some examples of results include:
Presentation of Kotter´s steps of change and reflection on possible activities
The results of the reflection on possible activities can also be documented in an action plan. It provides concrete starting points. |
Templates, graphics for download |
A handout on change facilitation (from Mesopartner) is available at: Handout Change.pdf |
Additional format/ references
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Reading
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CLIP Analysis
Field of application |
Identifying key stakeholders is relevant in different situations:
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Resume / Brief description
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The CLIP Analysis stands for Cooperation, Legitimacy, Interest, and Power. After brainstorming on relevant stakeholders in a certain context, the collected stakeholders are grouped according to the three criteria Legitimacy, Interest and Power. While some of the stakeholders comply with none of the criteria, others comply with one, two or all three criteria. The CLIP framework provides an opportunity to structure stakeholders, which can be dominant, vulnerable, respected, marginalised, dormant or influential. Accordingly, this analysis provides an indication of who to integrate in a strategic process.
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Target group |
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Objectives |
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Requirements
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Material
Time
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Implementation - Overview |
The activity is realised in 3 phases
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Implementation - Guidelines
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1. Identification of relevant stakeholders
The workshop starts with the definition of the objectives. The question is: "On what issue do we want to identify key relevant stakeholders? Is it about identifying relevant business partners, a group of people with whom to create a network, stakeholders relevant to promote a local economy, a cluster or a business network, etc.?"
Then the group (or the individual) starts to reflect on the relevant stakeholders that come to their mind. Here the focus is on brainstorming and not about discussing which stakeholders are more or less important.
The group is writing each of the stakeholders that come to their mind on a moderation card. The participants use one moderation card for each stakeholder. On average this leads to 15-30 cards.
All cards are pinned on one pin board or laid out on the floor so that all participants can see all cards and think about additional relevant stakeholders.
The process of brainstorming does not involve a discussion. The idea is that participants bring in their different perspectives and ideas about relevant stakeholders.
2. Differentiating between characteristics of each stakeholder
After the brainstorming, the joint reflection starts on the characteristics of each of the mentioned stakeholders.
The facilitator explains that the stakeholders are now differentiated between stakeholders that have only one of the three criteria power, interest, legitimacy, two of these characteristics or all three.
Assessing the characteristics of each of the identified stakeholders is a subjective process to a certain extent. Nonetheless, the collective impressions will give a good overall picture. Thus, the assessment process will be organised in a way that everybody can give his or her opinion.
Then, the facilitator hands out a marker in one colour (e.g. blue) and asks the participants to indicate the stakeholders they think are powerful. Participants go to the board and make their assessments. At the end of the first assessment, the facilitator will, jointly with the participants, count the number of indications to find out the most powerful stakeholders. The facilitator writes a P on the cards with the most indications.
Then, the facilitator hands out a marker in another colour (e.g. black) and asks the participants to indicate the stakeholders that they think have an interest in the topic. Participants go to the board and make their assessments. At the end of the second assessment, the facilitator will again, jointly with the participants, count the number of indications and identify the most interested stakeholders. Some of them might also be powerful ones. The facilitator writes an I on the cards with the most indications.
Then, the facilitator hands out a marker in another colour (e.g. red) and asks the participants to indicate the stakeholders that they think have legitimacy in the topic. Participants go again to the board and make their assessments. At the end of the third assessment, the facilitator will again, jointly with the participants, count the number of indications and identify the most legitimate stakeholders. The facilitator writes an L on the cards with the most indications.
Finally, the group will assess the results together.
3. Documentation and prioritisation
After the assessment, the facilitator will show the Venn diagramme (see below) and explain it. The Venn diagramme needs to be drawn on the second pin board before the workshop. Together with the participants, the facilitator will group the cards of the stakeholders according to the letters on the card. Cards with a P, an I and an L will be put into the centre of the circles. Such a stakeholder is clearly a dominant actor (and so on).
Once all the cards are located in the diagramme, the group will have the chance to reflect on the outcome. There are several questions that will be reflected on: "What are the dominant partners we have to involve in our process? What are the dormant ones that are powerful and might undermine the whole process? What are the marginalised and vulnerable ones that we want and need to integrate? Who are the influential and respected ones?"
Apart from structuring the different stakeholders, a last round of reflection is necessary: "Whom do we want to get more involved in the process? How can we do this? Which stakeholders might undermine the whole process? What can we do to overcome that risk?"
The overall process of structuring stakeholders along the Venn diagramme provides a good overview and opportunities to define next strategic steps. |
Example of application: |
Description of the context
Mesopartner made use of the CLIP Analysis in many contexts related to local economic development and regarding the identification of main stakeholders relevant to promote certain clusters and sectors. In this example, we worked together with Romanian colleagues from World Vision that wanted to promote the development of a suburb in Bucharest.
Identification of main stakeholders
The CLIP Analysis started with a reflection on main stakeholders in smaller groups. For a first group brainstorming, they used flipchart paper. The findings were then presented on a pin board and the main stakeholders identified were written on cards.
Assessment of main stakeholders
Main stakeholders were then documented on a pin board and the assessment process started.
Documentation of findings on the Venn diagramme
The assessment was then transferred to the Venn diagramme. The latter was drawn on a pin board.
Final reflection
With the structuring of the different stakeholders and with the visualisation of the assessment the team observed several relevant aspects:
Several highly interested but marginalised groups were not included in the considerations of the team.
The team realised that two stakeholders that were not involved in the process could become a real danger for the process due to their strong power and lack of interest.
Some of the powerful players that in general also have an interest to become involved have not really been asked how the team could involve them more and what their ideas are
Some ideas for the promotion of the suburbs will also create resistance (e.g. greening places, including parking places). Some stakeholders and even politicians might oppose some of the planned initiatives. The team has to be aware about that because these stakeholders can become dormant risks if they are not getting integrated from the beginning. |
Templates, graphics for download
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An explanation of the method in its original version (including graphics for download) is available at: Social Analysis Systems, Concepts and Tools for Collaborative Research and Social Action, Social-Analysis-Systems-from-P-Faid-Aug-2006-3.pdf
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Additional format/references |
Reading
A slightly adjusted approach to the CLIP Analysis that substitutes "interest" with "urgency" as characteristic is available at: |
Zoom-Sociometry
Field of application |
Online exercise in video conference call Getting to know each other Activation Finding similarities |
Resume / Brief description
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The moderator asks several questions to which the participants can answer with yes or no. According to their answer, cover the camer with a (coloured) paper or sticky note (if answer is no) or uncover the camera by taking the paper or sticky note away (if answer is yes). |
Target group |
Students Lecturers Entrepreneurs Colleagues of the same company or work team Colleagues working in intercultural contexts Professionals of different area |
Group size |
This exercise can involve a variable number of participants. |
Objectives |
The Animal Exercise has the objective
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Requirements
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Material
Time
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Implementation - Overview |
1. Preparation
2. Roll-out
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Templates, Graphics for download
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Zoom-Sociometry.pdf |