When project and leadership teams see eye to eye early on, it helps everyone feel confident the work being done is valuable to the customer and fits into a broader strategy.
USE THIS PLAY TO...
Create a safe space for open discussion and honest project feedback.
Help leadership teams scale themselves across projects by providing guidance when it has the biggest impact.
If you're struggling with Health Monitor, running this play might help., or on your
4 - 6
Running the play
Don't waste your leadership team's time by using the demo trust to ask open-ended questions about direction. Present your best idea, and give them an opportunity to challenge it. Be sure to send them an agenda and any background material a day in advance.
Large display screen
Do your homework (30 min)
Schedule a 1-hour session and confirm everyone can be there the full hour. Keep the agenda concise, with the most important items to discuss first on the list. Be clear about the type of feedback you're looking for so the session doesn't run away from you.
Link or embed any personas, journey maps, sketches, prototypes, etc. to the agenda page. But don't overwhelm the leadership team with every last detail. If using a project poster, make sure it's up to date – remember: it should be your single source of truth!
Don't waste time creating a slide deck for demo trusts. The mock-ups, sketches, journey maps, prototypes, project poster, etc. your team are using day-to-day are enough. Keep it scrappy and authentic.
Read the agenda in advance, and review any linked material you're not already familiar with. Note any specific questions or concerns you'll want to cover in the session.
To the surprise of nobody, we use Confluence to spell out the agenda.
Set the stage (5 min)
Be clear about where you're at in the project's lifecycle. Exploring a new concept? Iterating based on something new you've learnt while executing the project?
Review the agenda, and be open to adjusting it. Are there any items missing or items that should be higher priority? Don't be afraid to remove an item from the agenda if everyone in the room already feels comfortable with that facet of the project!
Take a confidence vote (5 min)
Everyone rates their confidence in the project based on the work shared and decisions made. A scale of 1 - 4 works well because it forces people to express an actual opinion instead of copping out with a square-in-the-middle rating.
If there's time, have each person briefly explain their rating so the project team have a better understanding of what they've nailed and what they need to work on.
Wrap it up
Capture any follow-up items on the agenda page or project poster. Optionally, schedule another session 2 - 4 weeks out, depending on the scope of the project.
Be sure to run a full Health Monitor session or checkpoint with your team to see if you're improving.
Keep your question "chain" handy. It's good food for thought, and good for sense-checking progress in the project. E.g., half-way into the project, are you still solving the problem that you agreed upon?
Transfer the problem to an experience canvas or project poster, if you're working on one. Write the problem you're tackling in the 'Problem' section, and use that to help you build out the rest of the canvas or poster.
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