This slide deck provides a detailed overview on how to use the Conteneo Weave Idea Engine to create, facilitate and post-process visual collaboration frameworks like Speed Boat, Cover Story, Prune the Product Tree, Gamestorming frameworks like Empathy Map, Canvases like the Business Model Canvas and even custom frameworks.

1. Conteneo Weave Idea Engine
Version 2.1

2. Objectives
As a Producer and/or Facilitator using the
Conteneo Weave Idea Engine
I want to plan, facilitate and post-process
visual collaboration framework forums
so that I can build product roadmaps,
identify improvement opportunities,
improve planning, implement strategy
and all sorts of other cool stuff!

3. Agenda
• Visual Collaboration Frameworks
• Framework and Forum Basics
• Let’s engage a quick forum
• Creating your Forum
• Using existing Frameworks
• Modifying existing Frameworks
• Custom Visual Collaboration Frameworks
• Scheduling a Forum
• Running a Forum
• Analyzing the Results
• Custom Images
• Organizing your Forums
3

4. 4
The Conteneo Weave Platform
Decision Engine
Idea Engine

5. Idea Engine
5
Idea Engine enables organizations to
use the power of visual metaphors
and visual thinking to structure
collaboration.
Plan Growth Product Portfolio Roadmapping Improve Processes
SpeedboatPrune the Product Tree Roadmap Canvas

6. Visual Metaphor Frameworks
6
Speed Boat Prune the Future
Speed Plane
Visual metaphor frameworks use
metaphors to guide participants.
Speed Boat: Identify issues to products
or services by identifying what slows it
down.
Prune the Future: How should a
company, product or service grow or
evolve over time?
Race Car

7. Visual Planning Frameworks
7
Impact-Effort Planning Wall
Visual Planning frameworks help teams plan projects and organize
portfolios.
Impact-Effort: Organize a project or a story based on value and effort.
How-Now-Wow: Identify the WOW projects in your portfolio.
Gamestorming
How-Now-Wow Matrix

8. Retrospective Frameworks
8
Visual Retrospective frameworks guide
teams in their retrospectives.
Circles and Soup: Identify the scope of
control for teams.
Actions for Retrospectives: Organize
the content of your retrospectivesDiana Larsen’s
Circles and Soup
Speed Boat
Nick Oostvogel’s
Actions for
Retrospectives

9. Visual Strategy Frameworks
9
Innovation Ambition
Matrix
Harvard Business Review
http://hbr.org/2012/05/managing-
your-innovation-portfolio/ar/1
Visual strategy frameworks capture well-
known decision-making techniques in a
scalable, online format.
Innovation Ambition Matrix: How a company or
division can manage their innovation portfolio.
Sweet Spot of Strategy: How to identify opportunities
for strategic advantage.
Empathy Map: Build empathy for your customers.Xplane Empathy Map
Sweet Spot
of Strategy
Harvard Business Review
http://hbr.org/2008/04/can-you-say-
what-your-strategy-is/ar/1

10. Custom Frameworks
10
We will show you how
to create custom
frameworks to meet
unique needs in this
module.

11. Activity:
Let’s Conduct a Forum
11

12. Experiencing this as a participant
• If you’re logged in, please log out.
• Join the Forum:
Go to https://conteneo.co
Click “Join a Forum” in the upper right
12
Let’s find out
what you
love at work!

13. Four Ways to Create Frameworks
13
1. Use an existing Framework “out of the box”
2. Clone and modify an existing framework.
3.Save the results of a forum as a new framework.
4. Start from scratch with a custom image.

14. 1.
Using an Existing Framework
14

15. Using an Existing Framework
15
Search for a Framework (like
Prune the Product Tree)
Choose a
Framework

16. Click here to view your options
Click to view
Framework Info
Click to Start your
Forum
Using an existing Framework

17. 17
Excel Activity
Download & Image
Download
iPad (Touch) Friendly
Pan & Zoom
Adjust the number
of items available
Add or Remove items
from the Item Palette
Edit Items
Change the
Item Type
Using an existing Framework

18. Preconfigured Frameworks Overview
Alternatively, you can simply press the play button
to run an Instant Play Forum
18

19. 2.
Modifying an Existing Framework
19

20. Modifying an Existing Framework
20
Click the More
Button

21. Modifying an Existing Framework
21
Set your Framework’s
Attributes

22. Modifying an Existing Framework
22
Set a Different Image

23. Modifying an Existing Framework
23
Adjust your Regions

24. Modifying an Existing Framework
24
Edit your Item Palette

25. 2.
Saving a Forum “As a New” Framework
25

26. Framework  Forum  Framework
26
Click the More Button

27. 4.
Start from Scratch…
27
With great power…

28. Creating a Product Roadmap
You’re a product manager for TravelCo, a supplier of
travel and expense management software for large
companies.
You’re getting ready to update your product
roadmap and you’d like to solicit ideas from your
sales team, your developers, and some key
customers using a tailored Prune the Product Tree.

29. Creating a Visual Collaboration Framework
29
Create a Project
Enter the name and description.
Create a new Idea Engine Framework
Ready to Play!
Create Forums
Select the background image.
Select the items images.
Define layers and regions.
Place any initial items.
You should do this at least once on
paper to prepare your work.
Then do it again online .

30. Activity:
Creating Your First Visual Framework
We’ll review the entire process.
You’ll prepare using paper.
When ready, you’ll create this online.
30

31. Doing it On Paper
• Materials
• Trees & Stickies: These are your framework board.
• Transparencies: These represent layers.
• Erasable markers: These represent regions.
• Process
1. Grab a tree and place a few stickies on it. This
represents your initial framework board.
2. Identify how you want to capture information on the
placement of items. These represent layers and
regions.
31

32. Create your own Framework
32
Click the Frameworks Tab
Choose the Type
of Framework
you’d like to
create
Click the plus
button

33. Step 1: Set Attributes
33
The central question is
shown to the participants
during the forum.
There is NO “Save”
button – all work is
automatically saved! Name your Framework

34. Step 2: Select Background
© Copyright 2014 34
The image carousals
show public images
(available to everyone)
and private images that
you upload to your
private library.

35. Step 3 (a): Define Regions
35
You can draw free-form regions or squares.
More shapes are coming ;-).
Every time you click your mouse or tap your
tablet you get a point.
You can move points to create any shape.
Click here
to finish

36. Step 3 (b): Name Your Regions
36
Regions are used to capture the
placement of the items in
semantically meaningful ways.
In the case of a framework designed
for roadmapping, we might want to
know which items should be done
“Sooner” and which should be done
“Later”.
We’ll call our first region “Sooner”.

37. Now With Later…
37

38. Step 4 (a): Select Item Types
38
Click +Add…
Select your
items…
Confirm the
number of
items you want
participants to
have
Click Done

39. Step 4 (b): Add Initial Items
39
Drag items onto
the framework.
Notice the
system tracks the
placement of the
items. Hint: A roadmap is likely to
have some initial items!

40. You’re Ready!
40
You can start the forum directly or
Leave the Editor to schedule a
future forum

41. Scheduling your Forum
This is a two step process:
Enter details, schedule the forum.
41

42. 42
Once you Leave the Editor, Click the
Calendar to Schedule your Forum

43. 43
Step 5(a): Schedule your Forum
Specify the name of your Forum
and when you want it to start
You can facilitate the forum or you
can specify a third-party facilitator
Specify the guest list
Specify when
the lobby opens
Specify the duration
Specify the Access level
for your guests
Click Schedule
Forum
Third party
facilitators must
have accounts
The forum will run until stopped by
the Facilitator or the Producer.
Yes, a forum could run for weeks!
The forum stops when time runs out.

44. 44
Step 5(a): Schedule your Forum
Specify the name of your Forum
and when you want it to start
You can facilitate the forum or you
can specify a third-party facilitator
Specify the guest list
Specify when
the lobby opens
Specify the duration
Specify the Access level
for your guests
Click Schedule
Forum
Third party
facilitators must
have accounts

45. 45
Copy & Paste the notification message to
your participants or create an email draft:
Start, Edit, or Cancel
Step 5(b): Schedule your Forum
Update Guest List

46. Activity:
Schedule a Forum

47. Starting the Forum: The Lobby
The first step for Forums is the Lobby.

48. Forum Entry Flow
48
Participants who match
Guest list criteria are placed
into the lobby, a gathering
area before the forum.
Participants request entry to
the forum by entering their
credentials into the “front
door” of the Lobby

49. The Facilitator Lobby
Chat
Players who are not
on the guest list
appear here
You can update
the lobby text

50. Facilitating Forums
50

51. Facilitator Goals / Jobs
• Manage the lobby and the participants
• Explains the rules of engagement
• Promote negotiations that lead to actionable
insights
• Ensure the forum ends on time
• Maintain neutrality
• General guidelines:
• no right or wrong answers
• designed to provide insight, not answers
• a conversation – ideally, everyone participates

52. Facilitation Guidelines
• Avoid making any promises on priorities.
• Avoid commitments to specific features / projects /
deliverables.
• Never talk negatively about your product or your
competitor’s products.
• Never say “That should be easy”. It sets expectations
too high and can kill any negotiation opportunities.
• Never say “That is too hard”. It can prematurely stop
conversation about what the customer really wants
and ways to achieve this. Besides, hard  money

53. Sample Script (More in the Online Help)
Thank you and welcome to the forum.
My name is Luke Hohmann, and I’ll be your facilitator.
We’re going to be using Prune the Product Tree to help the Agile Alliance create a
better conference.
When we start the forum, you’ll see a main window with a tree and some icons of
nice red apples, icky rotten apples, and nice presents to the upper right.
The goal of this forum is to help us understand the kinds of benefits you wanted to
receive at the Agile conference.
Red Apples are benefits you expected - and got!
Rotten Apples are benefits that you expected - but didn't get.
Presents are unexpected benefits that made the conference great.
Your job is to place these items on the tree where you and others think they should
be placed.
Since everyone shares the same set of items, you will need to collaborate with your
fellow participants.
53
Start warmly. Be Authentic!
Outline the forum’s purpose.
Provide an overview
of the user interface.
Explain how to participate.
Emphasize collaboration.
Explain the items
and their meaning.

54. Sample Script (More in the Online Help)
You’ll find that the tree has some initial apples to help get you started.
You can move these around to where you like them.
You can even delete them by moving them off the shared visual space.
To give you feedback on where the items are placed, we have created some layers
and regions.
These are initially hidden, but you can see the layers and regions by clicking on the
layers and regions tab in the upper right during the forum.
I’d like to call your attention the three layers. These are as follows.
Layer: Where? This layer captures where you obtained a benefit. It has two regions,
or places for items: “At the Conference” and “At Work”.
Layer: Kind of Benefit? This layer captures the two main kinds of benefits that you
received from the conference: personal benefits and professional benefits.
Layer: Conference Infrastructure? This layer will help us understand what you felt
about the conference infrastructure, both before and after the conference.
My job is to answer your questions and help move things along.
We’ll start as soon as more participants arrive.
54
Tell them about
any initial items.
Let them know
this is a shared space.
Provide an overview of the
framework’s layers & regions.
Remind them
you’re here to help!

55. Activity:
Start and Play Your Forums
55

56. Analyzing Results
56

57. Analyzing Results
Forum results are
downloaded into Excel
for post processing.
1. Analyze for patterns
and trends
2. Identify specific
actions
3. Prepare for additional
forums.
We will show you how to create forums
that make post-processing results fast
and efficient.
Prune the Future Trees from a
project Conteneo produced
for the Scrum Alliance.

58. Sample Apples (Ideas) from Scrum Alliance
Item Name Item Description Time? Theme?
Collaborate with other
compatible organizations.
Agile Alliance/ APLN / PMI / and others.
How can we increase the successful
adoption of Scrum and other Agile
practices? 2010
Other Growth
Opportunities
Business Mgmt of
CST/CSC Growth
How is the SA managing, if at all, the
number of CSTs and CSCs against market
demand? 2010 Reach of Scrum
Consistent message from
SA on CSM exam
We need a consistent message from the
SA on the CSM exam. There is still "churn"
going on 2010 Certifications
Emphasize CSP
We want the SA to continue to emphasize
CSPs. 2010 Certifications
Fiscal Transparency
Easy way to view and comment on the use
of SA monies. 2010 Personal Benefits
PMI connection
Continue to expand the Scrum connection
to PMI. Formalize relationship between SA
and PMI 2010 Reach of Scrum
Regular input from
members Essentially don't make this a one-off 2010
Other Growth
Opportunities

59. Example of Processed Items
Category Item Name
Included in This
Buy a Feature Project Why Not Included?
Relationships
Collaborate with other
compatible
organizations.
Agile Community
Relations
Certifications
Business Mgmt of
CST/CSC Growth
CST Standards and
Assessments
Certifications
Consistent message
from SA on CSM exam
This a current project. The Board will
provide updates.
Certifications Emphasize CSP
Scrum Practitioner
Content
Board Policy Fiscal Transparency
The Board is already exploring ways to
improve fiscal transparency.
Relationships PMI connection Agile Community Relations
Board Policy
Regular input from
members
The Board will evaluate this project
and determine how to continue to
gather SA member feedback.

60. Activity:
Stop Your Forums
and Download Results
60

61. Use Multiple Region Groups to
Make Analyzing Results Easier
61

62. Example
Class Activity
Build a Speed Boat framework that has at least two
Region Groups, 20 propellers & 40 anchors.
62
Region Group: Workflow?
Regions: Planning
Processing
Disbursements
Planning
Processing
Disbursements
Region Group: How Good?
Regions: Really Good
Good
Region Group: How Bad?
Regions: Somewhat Bad
Bad
Really Bad
Really Good
Good
Note: the region for
“Really Good” overlays
the boat.
Somewhat Bad
Bad
Really Bad

63. System Design Question
Once a specific framework has been engaged as a
forum that specific framework is “locked” and
cannot be edited.
Why?
64

64. System Design Question
Once a specific framework has been engaged as a
forum, certain aspects can be edited “in flight” to
allow the facilitator to have more flexibility:
65
EDITABLE LOCKED
Item Palette
- Add and remove items
- Edit the number available
Guest List
Regions
Forum ID
Facilitator
Duration
Framework Image
Central Question

65. Developing Custom Forum Images
66

66. Image Specifications
Background Images
Size in pixels: any size
Background: White
Borders: None
Format: .jpg, .png, .gif, .bmp
File size limit: none
Item Images
Size in pixels: 25x25
Background: Transparent
Borders: None
Format: .jpg, .png, .gif, .bmp
File size limit: 8MB
67
Enter the Image Library
Click the Add button

67. Add, Crop, Name, and Save
68

68. Strategies for Creating Images
• Create the image in PowerPoint or drawing tool
like SnagIt.
• Sketch the image and then photograph it
or scan it. Resize the result.
• Use clipart. You are responsible for confirming
the rights to use the image.
• Ask a friend or someone with artistic skills.
• Hire Conteneo. We’ll make sure you get all of the
images you need.
69

69. Create Image in PowerPoint
Create the image
in PowerPoint and
then make a
screen snapshot.
Create Layers and
Regions that
match key parts of
your image.
70
Top 5 Worst 5
1
2
3
4
5
1
2
3
4
5
Ideas?
Holding pit for stuff…

70. Sketch and Scan
Sketch the image
and then photograph it
or scan it. Resize the result.
Create Layers and Regions
that match key parts of
your image.
71

71. Use Clipart / Ask a Friend
72
Find an image you
like in a Clipart
library.
Create Layers and
Regions that
match key parts of
your image.

72. Hire Conteneo
73
We will find artists
that create exactly
what you need!
Create Layers and
Regions that
match key parts of
your image. Supermarket Control Systems

73. Organizing your Forums
Easily create Project Folders to
organize all of your Forums
74

74. Create a Project Folder
Type in the name of your Project
Click Projects
Click the Plus
Button

75. Add Forums to a Project Folder
Select Move To Project
Click the More
Button
Select the appropriate Project

76. 77
Conteneo, Inc.
1296 Kifer Rd., Suite 601
Sunnyvale, CA 94087
Please visit us at www.conteneo.co!