This guide is a facilitation toolkit for staff at Horizons and others interested in practising the Horizons Foresight Method in their own organizations. Its aims are to build foresight literacy in general, to explain the Horizons Foresight Method in particular, and to build capacity for horizon scanning in the Canadian federal government and other organizations. It provides a detailed description of concepts and processes, divided into 6 modules. Modules include facilitation guides, tip sheets, exercises, and other resources.
This Field Guide is a systems take on typical design thinking methodology. It demonstrates how to design something with a greater emphasis on creativity and humour. The Guide goes through a systemic design project from concept to implementation. It takes you through the workshop planning process, and discusses workshop roles and client relations. In the FAQs, you’ll find explanations to some commonly asked questions about systemic design concepts to help you introduce others to SD and bring them along with you. It contains descriptions of 17 different methods, including pros, cons,and considerations of each.
Kickbox is an innovation process that Adobe developed for its own use and then open-sourced so everyone can use it. It is both a process for individuals and a system for deploying that process across an organization at scale. It’s designed to increase innovator effectiveness, accelerate innovation velocity, and measurably improve innovation outcomes. It can also optimize innovation investments by reducing costs compared to traditional approaches. Adobe distributed 1000 physical boxes internally (each containing money for prototyping ideas) and have made the contents available for free download. The website and download contains facilitator instructions as well as instructions on how to create the original box and contents.
The Gift-Giving Project is 90-minute (plus debrief) fast-paced project though a full design cycle, intended to give learners a tangible experience with design thinking. It is intended as a group activity (from 2 to 100+ participants) with a facilitator.
Learners pair up to interview each other, come to a point-of-view of how they might design for their partner, ideate, and prototype a new solution to "redesign the gift-giving experience" for their partner. The resource includes a handout, a facilitators guide, and video guidance for facilitators.
The resource is available in English, Spanish, French, German, Basque, Czech, Korean, Catalan, and Dutch.
The d.school offers a similar exercise, The Wallet Project, which is available in Chinese, Bulgarian, and Thai.
This resource is on an older archive version of the d.school website.
This online interactive playbook is intended for teams to work better together in order to get things done. It is organised into Health Monitor (checks and activities for building team health), individual plays (filterable standalone activities), and game plans (series of plays for common use cases). The playbook organises the materials by project, service, and leadership team type, provides detailed instructions on how to run the plays and offers downloads of materials. Since many plays are adapted versions of other tools, licensing varies. However, many are licensed for reuse and further adaptation.
This is a collection of methods and activities, based on Hyper Island’s core methodology, for creative collaboration and realising potential in teams or organisations. It’s a collection of methods and activities, based on Hyper Island’s core methodology and is focused on Learning-by-doing (or Experiential Learning), Reflection (or Reflective Practice), and workshop or group facilitation. It includes Hyper Island tools as well as tools from others.
A community sourced set of best practices and principles to help incorporate human-centered design into a product development process.
The website contains dozens of methods organised by process, difficulty, time required, and outcomes. Each method contains an overview, detailed, steps, resources, and examples or cases.
The methods are framed in terms of private sector product or service development but can be adapted to a public sector context.
A collection of cards describing methods for planning and executing design research, ideation, experimentation and creation within short iterations (sprints). They split the methods into tasks that follow SCREAM; a methodology which is a modified version of SCRUM, tailored to fit within the publisher's design process.
The card fronts contain basic information, such as activity type, category, and duration. The backs contain basic overviews of the methods and how-to instructions. These are intended to plan iterations and divide up tasks between team members. The publisher recommends using the Design Method Toolkit in combination with the DMT Plan Board, your Scrum Board.
The cards can be viewed for free online or ordered via the website for 50 euros.
Prior experience with design sprints or agile methodologies is recommended.
Over a dozen years of use to date, the game represents an accessible approach to introducing "images of the future" as a basic property of both cultures and individuals, and can be used as an introduction for more advanced futures and foresight tools and frameworks. It provides a structure for facilitating conversation among groups of participants and intended for groups. Duration is flexible, but typically runs 30-60 minutes. The resource provides step-by-step guidance for how to run the game as well as the reasoning for how the game has evolved.
This resource distills the United Nations Development Programme's experience and lessons with running Social Innovation Camps into a "how-to" manual for others. The publisher intends it to broaden a project's results, attract donors, find new partners, source new perspectives on an issue, and/or place beneﬁciaries at the centre of project design. The resource was created within an international development and social innovation context but can be adapted for public sector use.
It is available to view online or download upon creating a Scribd account.
Australia's BizLab, within the Department of Industry, Innovation, and Science, was established in 2016 and launched BizLab Academy in 2018. The goal of the academy is to teach Human Centred Design (HCD) to department employees, but also the rest of the Australian Public Service. The academy aims to strengthen the public sector's capability for evidence-based policy and service design while at the same time instilling a citizen-centric culture and building an alumni of human centred design practitioners and advocates.
This curriculum has been modified and adjusted after trial sessions and is available for others to help guide, build, and design their own training modules. It includes a facilitation guide, presentation, and artefacts.
(Please Note: The file download is almost 200MB)
The Collective Action Toolkit (2nd edition) is a set of activities and methods that enables groups of people anywhere to organize, collaborate, and create solutions for problems affecting their community.
It guides users through methods according to six action areas, with suggested pathways from one method to the next. For each method, step-by-step instructions are given, in addition to the time, roles, and materials needed. Some methods include canvasses to guide activity.
The toolkit is available in English, Chinese, French, and Spanish.
The author provides step-by-step guidance on how to conduct a short term strategic planning workshop based on knowledge management and contextualisation frameworks used by the private company Cognitive Edge. The publisher's suggests that it can be used to conduct pre-hypothesis research project to understand a complex problem. The outputs are comprehensive sets of cultural indicators, knowledge objects (comprising both codified and experiential knowledge artefacts), and large volumes of tangible suggestions to address complex issues. Another key objective of these processes is to increase the levels of interaction and dialogue between key stakeholders whether internal to an organisation or external, thereby establishing new social networks, or increasing the cohesiveness of existing social networks. Previous experience with the Cognitive Edge frameworks and methods is helpful when approaching this resource.
This is a curated collection of 30+ resources from Stanford d.school classes and workshops, including activities, tools, and how-to guides. They are intended for anyone who wants to become more familiar with design thinking or unlocking creative thinking in whatever challenge being tackled. Some are full-fledged workshops that for guiding others through. Other resources are short worksheet-based activities.
This resource is focused on collaboration around designs for solving product problems, specifically on the topics of trust, transparency and control concerning the use of personal data. The methodology used was inspired by those from the Stanford d.school and IDEO. The toolkit is split into four sections – Plan, Discover, Ideate and Prototype.
The resource contains over 20 guided activities and supporting materials (including downloadable worksheets) covering materials for planning and running your own event, including one hour, half day, and full day example event agendas and facilitation plans.
It is intended for product managers, designers, developers, policy policy advisors, regulators, students, and others interested in opening up discussion about trust, transparency and control with a team, organisation, school or clients. It covers topics such as designing privacy statements, consent requests and other features which impact the perception of trust, transparency and control for product users.
The IoT Service Kit is a board game that brings domain experts out of their silos to co-create user-centric IoT experiences. The Kit consists of three major components: maps, tokens and cards, which can be downloaded and printed/3D printed. It includes source content on GitHub as well. Its stated goals: achieve mutual understanding, stay tangible, and make complex simple. It is best for those who have some understanding of service design processes and principles as well as IoT technologies.
The Game of Life 2050 draws on scenarios for a sustainable European society in 2050. It is an interactive board game in which players consider four scenarios that describe the radical changes needed to be living within key environmental boundaries by 2050.
The game takes a minimum of 2 hours to run (ideally 4 hours) and involves 5-7 actors (each played by one person or in pairs) and one Games Master.
Play consists of three ‘rounds’ in which actors are given a set of circumstances that have unfolded at 10, 20 and 30 years into the timeline, and must decide from a range of options how they will respond.
Game materials and guidebook are both available for download.
This resource contains two guides: one about the general field of behavioural economics and another is on developing behavioural interventions for randomised controlled trials (RCTs). The website also contains an academic directory of researchers working in this field.
The Hackers’ Kit supports different types of discussions around project and program design. It's aim is to normalise innovation in a large organization by embedding new practices in key project management business processes. Worked on and tested with over 25 project teams in the United Nations Development Programme, the toolkit is intended for an international development context but could be applied to any large organisation with a desire to innovate.
It includes a wall map of the process, question cards to get people "unstuck," and a collection of 19 tools that supports innovation activities throughout the project cycle. With them, one can capture insights and analyse, support decision making, challenge thinking and assumptions, plan activities, prompt discussion, and stimulate reflection. These tools can be used in group sessions, or by individuals and includes a facilitators guide.
This resource is developed by and for open government influencers - civil servants and civil society representatives seeking to collaboratively make governance processes transparent, participatory and accountable. It is intended for those who want to be an open government influencer.
The original guidance includes recommendations and experiences from experienced leaders in Europe and Central Asia. It follows the publishers' joint journeys in navigating challenges to creating an enabling environment for open government. It was developed based in insights and lessons from those journeys.
The guidance follows three steps: 1) Reflect on constraints, build core competencies, 2) Identify and prioritise shared challenges; and 3) Develop processes for programs and policies
It contains step-by-step guidance for facilitating conversations as well as avoiding common pitfalls.
Produced as part of the Making Sense project, which draws on nine citizen sensing campaigns in Holland, Kosovo and Spain in 2016 and 2017. Based on that experience, the publisher developed a framework and methods and tools for citizen participation in environmental monitoring and action. Their approach is bottom-up and participatory, which the publishers call "citizen sensing."
The publishers offer a software platform for collecting data, methodologies for making sense of data, and best practices and tools on community engagement and co-creation.
Here you find a selection of the Danish Design Centre’s commonly used tools. It includes information about the methods, instructions for tool use, and printable materials.
The tools are divided in three categories that are used at different stages in the design process - and often in this order: Explore, Co-create, and Give the future concrete form.
Explore helps the participants to open up and get around all aspects of the issue. Co-create contains tools that help participants get in-depth with the problem, and Give the future concrete form provides the framework for creating a more concrete product - often based on knowledge and experience collected by using the Explore and Co-create tools.
This resource is a method library containing 54 method descriptions for using the key methods in service design. These methods include instructions, guidelines, and-tips-and tricks for activities within research, ideation, prototyping, and facilitation. This collection only contains building blocks. It doesn’t detail how to assemble them into a cohesive design process or how to plan or manage it. The associated (paid) book and curriculum offers this context.
Demand for Health Services: A Human-Centred Field Guide for Investigating and Responding to Challenges
This field guide introduces human-centred design as an approach to addressing challenges related to community demand for services (specifically immunization services, but it could be applied to others). This Field Guide exists to help investigate, understand and respond to challenges of demand. It draws on insights from behavioural science and employs human-centred methods to improve immunization outcomes. Includes a 170 page field manual, process map, and workbook with tools. Its process overview poster provides guidance on who to involve and expected time investment for each method in the process.
This online library contains over 400 facilitation resources, available with free login. Tools are organised by topic: Team, Energiser, Idea generation, Issue resolution, Explore and understand, Action. They include information such as time required, group size, difficulty, materials, step-by-step instructions, tips, and variations as well as user comments.
This private company also offers free and paid session planner software using the methods in the library.
The resource was developed for IFRC and National Societies to develop their literacy around data, but it could easily be applied to other organisations. It aims to promote responsible data use and develop data readiness. It has been tailored based on these audiences:
The Data Curious, who needs an ‘on ramp’ to learn and be exposed to the data basics.
The Data Advocate, who sees relevance and and wants to improve their skills and/or offer support.
The Data Active, who are motivated to self-learn and are on their way to being a ‘data-leader’.
The Data Ready, who are ‘trainers’ or ‘data leaders’ who lead data-driven projects and mentor colleagues.
It was heavily influenced by the DIY toolkit, the Atlassian Team Playbook and the Open Organization principles. The content is built to be social and modularised and used in a ‘pick and choose’ method. It includes examples, best best practices, how to’s, slides, session plans, training materials, matrices and scenarios, which are provided in formats that are easily adapted by others.
This guide outlines BETA’s approach to developing behavioural interventions for randomised controlled trials (RCTs), based round 9 guiding questions through four project phases:
Discovery, Diagnosis, Design, Delivery. The guide is designed to primarily help with the discovery and diagnosis phases.
It also includes basic guidance on setting up an RCT.
The website includes an academic directory of those working in the behavioral economics research community.
This website and blog containing a toolkit based on the book GameStorming (not free) and intends to bring a playful or game-like atmosphere to group problem solving activities for the purpose of creating an mindset conducive to innovation and change-making. The site contains games for different purposes, including vision and strategy, planning, problem-solving, and decision-making.
The online resources describe each method and technique in terms of: Object of Play, Number of Players, Duration of Play, Material Required, Step by Step instructions and, in some cases, videos.
The Toolkit helps government employees use crowdsourcing and citizen science in their work. It provides five basic process steps for planning, designing and carrying out a crowdsourcing or citizen science project. It also includes a case study library of this process in practice as well as citizen science-related resources (examples, background information, journal articles, tools).
These methods were developed for United States Government staff but could also be used by other governments and organisations interested in engage the public in their work and collect data that might otherwise be beyond their reach.
The US Government supports this work with an associated internal community of practice.
The resource addresses the use of financial prizes to source solutions to challenges. It draws on academic literature, interviews with analysts and practitioners, surveys of prize sponsors and competitors, databases of small and large awards, and case studies of 12 effective prizes to produce lessons from a range of sectors, goals, and prize types. It provides frameworks and recommendations to help improve current prizes and stimulate effective future use. While it is targeted to philanthropic sponsors, be can also be helpful to governments considering this approach.
The publishers describe the PD concept as: based on the observation that in every community or organization, there are a few individuals or groups whose uncommon but successful behaviors and strategies have enabled them to find better solutions to problems than their neighbors who face the same challenges and barriers and have access to same resources.
This resource orients newcomers to the Positive Deviance (PD) approach and provide the essential tools to get started. It includes a brief description of basic definitions, as well as the guiding principles, steps, and process characteristics. This guide also includes suggestions of when to use the PD approach, facilitation tips, and outlines possible challenges. The publishers suggest that PD is best understood through action and is most effective through practice.
The resource includes principles and step-by-step guidance. It is available in English, French, and Indonesian.
Implementation Guidance for Executive Order 13707: Using Behavioral Science Insights to Better Serve the American People
This resource contains tools around specific design methods and techniques, including facilitation, ideation, and synthesis. Some contain step-by-step guidance and guidance on the method while others are standalone canvases/worksheets.
The handbook follows a co-design logic in terms of process, principles and practical tools to support practitioners in the design and implementation of system mapping processes by highlighting the knowledge management component. This resource provides rationale and guidance on the challenge-led system mapping approach, including facilitation guidance for running mapping workshops.
This resource helps mapping practitioners:
• visualise the diversity of innovation projects as a manageable set of clusters;
• mediate and facilitate a dialogue on priority setting and opportunities for innovation amongst multiple stakeholders;
• identify priorities for financial and political support;
• replicate projects in new contexts or connect them with other innovation initiatives;
• embed projects in a wider system to then scale up and foster transformation;
• create a space protected from external pressures and biases
The resource includes tips and tricks as well as examples of how this method has been used in practice.
The current big shift in management - both public and private - is from linear models to circular models. This resource was designed to help innovators create more elegant, effective and creative solutions for circular economy. This resource allows users to explore new ways to create sustainable, resilient, long-lasting value in the circular economy. While it is oriented towards private sector manufacturing and products, it can also be helpful for public sector organisations to think about supporting more circular models, either externally or in their own operations. The resource is divided into sections: understand, define, make, and release circular innovations. The resource includes detailed step-by-step guidance on circular methods and mindsets, including videos, cases, and related resources. The guide also includes resources for putting circular strategies into action, including worksheets and packaged workshops with facilitator's guides, video lectures, and presentations.
Our Futures is a game for discovering new ways of engaging the public in thinking about alternative futures. The basic premise of Our Futures is that participants are randomly offered a series of constraints by drawing cards and rolling a dice, which serve as a primer for imagining a participatory futures activity. The game is played either with a group of individuals competing against each other or in teams in 30-75 minutes. The game has three different gameplay models of varying scope and complexity. The resource includes a printable card deck, game board, instructions booklet, and video explanation. The editable materials are also available on Github.
The Design Sprint is a methodology for quickly solving problems through developing a hypothesis, prototyping an idea, and testing ideas with users. Design Sprints quickly align teams under a shared vision with clearly defined goals and deliverables. The Design Sprint methodology was developed at Google from a vision to grow user experience (UX) culture and the practice of design leadership across an organisation. The length of time for Design Sprints will be based on the goals and the needs of the team. Sprints typically range from 1 to 5 days. This resource includes guidance on the methodology, planning sprints, a method library (including recipes for sets of methods used sequentially for different purposes), and downloadable resources. The web-based resource also features a community of contributors as well as case studies. While the Design Sprint methodology has commonly been used for product design in a private sector context, the methodology can also be valuable in the public sector for exploring a problem spaces and quickly prototyping ideas and testing assumptions.
This toolkit is targeted towards impact entrepreneurs, intrapreneurs, partnership brokers and facilitators, and accelerators supporting impact entrepreneurs who are initiating value chain partnerships, partnerships where organizations seek to integrate existing or create new value chains. The Partnership Co-design Toolkit (P.ACT) includes four stages of co-design and 12 tools, each building on the previous, to bring partners closer, to developing a complete partnership model, and get ready to commit. The toolkit is designed to maximize partnership success and offers four features:
1) Co-design process: A four stage co-design framework to ensure inclusive participation and continuous engagement of all partners.
2) Value focus: Emphasis on defining both the value created and the value captured through the partnership. It focuses the partners' attention on generating value for their customers and beneficiaries as well as for their organisations.
3) Collaborative approach: Individual self-assessment and reflection alongside collective problem solving, constructive dialogue, decision making, and action planning.
4) Modular use: Enabling users to diagnose their partnership needs and helps them identify the right tools to move their partnership forward.
The resource includes step-by-step instructions, illustrative examples, worksheets to document outputs, facilitator tips, and templates, including some editable planning spreadsheets and checklists.
The transition game is an adapted version of “Le jeu de la transition” developed by the French Think Tank FING (Fondation Internet Nouvelle Génération) and adapted to a national defence environment, covering topical areas such as cyber and information warfare, man-machine teaming, and situational awareness and reconnaissance.
It guides groups through several steps:
1) Think about how different context factors and "internal tensions" shape today's state (ordering principles, norms, tensions, etc.),
2) How future trends, innovations and initiatives transform today's state, including chances and opportunities, and which actors play a role, and,
3) Describe how the story of transition can be told from today's situation to the implementation of a new solution in a possible future state
The output stories may take different forms, including text or comics, but is up to the facilitator to define. The resource is available as an Excel file that automatically populates a Transition Graph based on inputs. According to the publisher, the ideal parameters for the workshop are groups of 7-10 individuals and about 4 hours. The website also includes rules for moderators and example outputs.
This toolkit offers a starting point and a framework for uncovering circular potentials and barriers and to potentially identify new circular business models. The tools in this toolkit focus specifically on mapping a company's circular potentials in the value chain it operates within. And it gives priority to understanding, framing and re-fining the value businesses create in the value chain, exploring the interaction with both customers, collaborators and influential stakeholders. The toolkit includes a Circular Business Model Map, a guide on how to use it, as well as video guidance on how to use the method.
Futures Frequency is a workshop method for groups of 8–20 people. This website provides tools for facilitating the workshop either online or in person. There are videos that introduce each theme and the facilitator’s handbook includes detailed steps for facilitating the group assignments.
Futures Frequency was developed by Sitra based on input from a development team in various fields. It's purpose is to increase participants’ ability to envisage different futures and take action towards the realisation of a preferred future. The workshop method is intended for use by anyone.
Futures Frequency can be adapted to the needs of various kinds of groups. The publisher suggests possible incorporation of megatrends to bring more depth, weak signals to add context, or other methods from their accompanying Futuremaker’s toolbox.
The resource includes a facilitators handbook with detailed instructions for each stage of the workshop and scripts for the facilitator’s spoken parts. The resource also includes materials to run the workshop, including a slide deck and online whiteboard tool template. The toolkit is available in English and Finnish.