The strategy workshop purpose is to have the team together to start the conversation on how the team could fulfill the opportunity by tackling the most critical problem with the most promising hypotheses. The exercise is about prioritization and focus rather than solutioning.
|Attendees||Ideal Size||Suggested Time|
|1 representative per squad discipline, 1 representative from Support, Marketing, Sales, and BI.||5 to 8 people||1.5 to 2 hours|
Before the session, create empathy map and focus on a particular goal. Required to ground the workshop around the user’s perspective and their goal. Send the artifacts beforehand but also include time in the workshop to review.
Create a journey map with
Let everyone know the purpose of the workshop, which is to collectively explore high level directions of how to solve a problem.
Review who the user is, what’s important to them, and what’s their current journey (abbreviated journey map, only show the steps).
Have everyone write down as many problems as possible. Guide everyone to consider for each step of the journey and the user’s goal. “What gets in their way?” No problem is too small at this step.
(While participants complete this task, you facilitate the organization of the problems. You do not participate in this exercise since you’ve already done it for the journey map.).
Discuss and continue to cluster Post-Its into similar themes.
Next, have everyone explore how they’d solve the problems discussed. Have them try to focus on the biggest problems but allow them to tackle any size problem. Instruct them that the hypothesis can tackle only one problem or many problems.
Use the format below.
We believe that _____[feature/solution]_______ will ______[outcome]______.
Focus on how you’d solve it.
Give everybody 3 dots to vote on the ones they think will make the biggest impact.
While people cluster, instruct them to cluster similar hypotheses.
Thank everyone for their participation and tell them what the expected next steps are.
Created by: Joe Steinkamp | Last updated by: Joe Steinkamp