Persona

Overview of what the method is all about and in what circumstances it will be used

Name and history

Notes about the origin and subsequent developments of the method.

Prior knowledge

List of concepts, frameworks and necessary understanding to use the method (it is OK to say none). This includes any key principles that need emphasising in this context or during the application of the Method.

Preparation and requirements to use this method

Facilitation skills Required

Please note whether this Method requires any skill in complex facilitation and if so, what this should focus on. General principles are set out in in the facilitation article.

• Linked to Method property "COMPLEX FACILITATION SKILL": How much training and skill in complex facilitation does the Method require?

Preparation

Factual description of what is needed together with lists of materials and the physical environment needed. Default is physical but see later section on virtual delivery.

• Linked to Method property "COST & RESOURCES": How resource-intensive is the Method in terms of materials and tools required, and thus costs?

Participant Onboarding

Note whether any preparation or prior knowledge is required on the part of participants in the Method.

• Linked to the Method property "ENGAGEMENT GRADIENT": How challenging is engagement of participants into the Method likely to be?

Key elements and artefacts

May be blank

Workflow

English text with any general instructions to be given at the start

For a minor method the table may be omitted

STAGE INSTRUCTION	COMMENTARY & TIPS
first instruction	first set of tips

Do's and Don'ts

Simple bulleted list including common mistakes

Virtual running

Default is to state that it cannot be until we have developed and tested practice. If it can be run virtually then we describe it here.

It is acceptable to add a third column to the workflow if needed

References

Link to other articles on this wiki if they are relevant.

Articles

Specific articles can be referenced here

Blog posts

Link with commentary

Cases

Link to case articles here or third party material

Related methods and approaches

This section is intended for third party approaches that may help gain insight into the method. Any methods that are on the wiki should be referenced in the above sections.

Method card material

This material will be extracted for the method cards

Front page description

Tweet length

Back of card summary

Text limit = 600 characters. A simple summary of the key stages or aspects of the method.

Method Properties - Ratings

Represented by symbols - interpretation/voting scales are:

COST & RESOURCES: How resource-intensive is the Method in terms of materials and tools required, and thus costs?

1. Requires only common office equipment (eg paper and pens)
2. Requires simple facilitation materials (special hexies, printouts, whiteboards etc)
3. Requires some inexpensive but specific tools and materials
4. Requires moderate investment in tools or software to apply
5. Requires significant investment in software or other specialist tools

COMPLEX FACILITATION SKILL: How much training and skill in complex facilitation does the Method require?

1. No complex facilitation experience is required
2. Some complex facilitation experience needed - practice in a safe space
3. Should be mentored while developing complex facilitation skill
4. Requires Mentoring until proven, familiarity with theory critical
5. Advanced, requires deep knowledge of theory and experience

ENGAGEMENT GRADIENT: How challenging is engagement of participants into the Method likely to be?

1. Ad hoc technique - can be used in multiple contexts with relative ease
2. Requires time commitment but overall, engaging and not difficult to achieve
3. Mild uncertainty or discomfort, may need work to keep people engaged
4. Indirect/ambiguous method, requires engagement through sustained levels of uncertainty
5. Challenging method – may incur resistance if people expect a more traditional approach