Table of Contents

Overview JB
Getting Started JB

Identifying Project Participants JB
Project Kick-off Meeting JB
Knowledge Collection and Management JB
Pre-Reading JB
Scheduling Meetings JB

Opportunity Hypothesis Cycle JB

Research/Engagements JB
OH Generation JB
OH Materials JB

Preparing OH Materials JB
Managing and Documenting OH Materials JB

OH Meetings JB

Presenting OH Meetings JB
Voting OH Meetings JB

Opportunity Statement Cycle JB

Opportunity Statement Materials JB
Opportunity Statement Meetings JB
Pairwise Comparison JB

Opportunity Profile Cycle JB-empty

Opportunity Profile Meetings JB

Preparing OP Meetings JB
Conducting OP Meetings JB
Opportunity Profile Materials (4-Pager) JB

Distributing OP Materials JB-empty
Managing and Documenting OP Materials JB-empty

Opportunity Review and Decision Cycle JB-empty

Analysis JB-empty
"Go/No-Go" Decision JB-empty

Project Wrap-Up JB-empty

Paperwork JB-empty
File Management and Documentation JB-empty
Debriefing and Lesson Extraction JB-empty
Process Refinement JB-empty

Assessment Kick-Off SS-empty

Form Team SS-empty

Assign Mavens SS-empty

Domain Maven SS-empty
Project Maven SS-empty
Process Maven SS-empty

Create Prospective Schedule SS-empty

Milestones SS-empty

Meetings SS-empty

Project Kick-Off SS-empty
Initial Community Map Creation SS-empty
Persona Creation SS-empty
Ideation Session SS-empty
Concept Evaluation Selection SS-empty
URU Model Kick-Off SS-empty
Report-Out SS-empty

Engagement Way Points SS

Collaboration Material Setup SS

Project File (hardcopy) SS-empty
Shared Workspace (Groove) SS-empty

Copy from Template SS-empty
Invite Others to the Space SS-empty

Contact Data Base SS-empty

Ensure Shared Access to the Data Base SS-empty

Kick-Off Meeting SS-empty

Communicate SS-empty

Roles SS-empty
Schedule SS-empty
Way Points SS-empty
Data Sharing SS-empty

Assessment Outreach Activities SS

Initial Community Mapping Session SS
Engagement Display Creation SS

Establish Whether or Not Client Identity Should Be Divulged to Engagees SS-empty

Engagements SS

Scheduling SS-empty
Cultivating SS
Assigning SS-empty

Division of Labor SS-empty

Assessment Synthesis and Analysis SS-empty

S & A Ideation Session SS-empty

Schedule Ideation Session SS-empty

4 to 6 Weeks in Advance SS-empty
Seek 10 to 20 People SS-empty

Prepare Ideation Springboard SS-empty

Draft Personas SS-empty

Prepare Challenges SS-empty

S & A Target Selection SS-empty

Selection Meeting SS-empty

Internal SS-empty
External (with Client) SS-empty

Assessment Conclusions SS

Project Report Slide Deck SS-empty

Objectives SS-empty
Conclusions SS-empty
Recommendations SS-empty
Options SS-empty
Community and Personas SS-empty

About Personas SS-empty
Needs and Desires Map SS-empty

Technology Conclusions SS-empty

Specs Map SS-empty
Effects Map SS-empty

Solution SS-empty

Target SS-empty
Model Results SS

Option Conclusions SS-empty

Platforms, etc. SS-empty

Supporting Materials SS-empty

Engagement Display SS-empty

Assessment Discussion SS
Assessment Project Wrap-Up SS-empty

Project File SS-empty

Hardcopy SS-empty
Electronic SS-empty