methodatlas
Session Builder

Plan my session

Plan a concrete work block with agenda, roles, preparation, and a copyable result artifact.

Async work run24 to 72 hasynchronousExpert Forecast

Session: Delphi Method

The plan distributes preparation, review, and outcome work across an asynchronous work run. Your inputs flow directly into the session brief and work artifact.

Derived automatically

Async work run with 6-30 Experten. The plan uses the existing method logic and the runsheet.

Runsheet
Participation logic
Team round, shared work and alignment

Use the session for shared understanding. Contributions are collected visibly, assumptions are aligned, and open differences remain traceable in the artifact.

Outcome logic
Finish artifact

The session works directly toward Expert Forecast. After the session, the artifact should be shareable, reviewable, or reusable.

  1. 1

    Prepare brief

    15-30 min

    Prepare the working question, input, target artifact, and review deadline for Delphi Method. Link relevant data, sources, and existing artifacts.

    OwnerSession brief
  2. 2

    Work asynchronously

    24 to 72 h

    Participants work through the method along the template. Focus: add contributions directly to the artifact, mark assumptions, and link evidence.

    ParticipantsExpert Forecast
  3. 3

    Consolidate review

    20-30 min

    Cluster comments, contradictions, and open questions. Sort unclear points into decisions, risks, or follow-ups.

    FacilitatorReview notes
  4. 4

    Finalize artifact

    15-30 min

    Create the integrated version, set status, and schedule the next review or decision point.

    OwnerConsensus Range
  5. 5

    Publish artifact

    10 min

    Check the artifact for completeness, define location, set version or status, and name review recipients.

    OwnerExpert Forecast
Usable artifact

Session Brief

For invitations, boards, tickets, PR descriptions, or workshop notes.

session-brief.md

Session Brief: Delphi Method

Goal

Artifact: Expert Forecast

Working Question

What range or which consensus emerges when experts give iterative, anonymous estimates on an uncertain future question?

Context

Clear research question or question set; definition of expert criteria; anonymization commitment; planned number of rounds (typically 2-4); scales or response formats; time window per round (typically 1-2 weeks).

Setup

  • Format: Async work run
  • Duration: 24 to 72 h
  • Mode: asynchronous
  • Participants: Study owner (method owner for Delphi); 6-30 experts as panel; one method specialist with statistical experience; for large studies a documentation team.
  • Owner: Study owner (method owner for Delphi)
  • Participation mode: Team round, shared work and alignment
  • Outcome logic: Finish artifact

Participation Logic

Use the session for shared understanding. Contributions are collected visibly, assumptions are aligned, and open differences remain traceable in the artifact.

Outcome Logic

The session works directly toward Expert Forecast. After the session, the artifact should be shareable, reviewable, or reusable.

Input

Survey tool (Google Forms, Typeform, LimeSurvey); expert data (list with contact information and expertise); aggregation tool (spreadsheet, statistics package); communication channel (e-mail, dedicated portal); round plan.

Preparation

Round template prepared. Panel list with individual codes for anonymity. Aggregation format defined (median, quartile, consensus measure). Communication plan between rounds.

Agenda

  1. Prepare brief (15-30 min) Owner: Owner Action: Prepare the working question, input, target artifact, and review deadline for Delphi Method. Link relevant data, sources, and existing artifacts. Output: Session brief

  2. Work asynchronously (24 to 72 h) Owner: Participants Action: Participants work through the method along the template. Focus: add contributions directly to the artifact, mark assumptions, and link evidence. Output: Expert Forecast

  3. Consolidate review (20-30 min) Owner: Facilitator Action: Cluster comments, contradictions, and open questions. Sort unclear points into decisions, risks, or follow-ups. Output: Review notes

  4. Finalize artifact (15-30 min) Owner: Owner Action: Create the integrated version, set status, and schedule the next review or decision point. Output: Consensus Range

  5. Publish artifact (10 min) Owner: Owner Action: Check the artifact for completeness, define location, set version or status, and name review recipients. Output: Expert Forecast

Closeout

  • Update result artifact: Expert Forecast
  • Define location, version, and review recipients.
  • Define owner, next step, and review date.
Usable artifact

Work artifact

Pre-filled starting point based on the matching template.

work-artifact.md

Expert Forecast: Delphi Method

Working Question

What range or which consensus emerges when experts give iterative, anonymous estimates on an uncertain future question?

Context

Clear research question or question set; definition of expert criteria; anonymization commitment; planned number of rounds (typically 2-4); scales or response formats; time window per round (typically 1-2 weeks).

Participants

  • Owner: Study owner (method owner for Delphi)
  • Participants: Study owner (method owner for Delphi); 6-30 experts as panel; one method specialist with statistical experience; for large studies a documentation team.

Input

Survey tool (Google Forms, Typeform, LimeSurvey); expert data (list with contact information and expertise); aggregation tool (spreadsheet, statistics package); communication channel (e-mail, dedicated portal); round plan.

Template

Delphi Method Working Template

Goal

Build a shared assessment through anonymous expert input across repeated rounds.

Context

What question should be answered, and which kind of expertise is needed?

Input

  • Research question:
  • Panel members:
  • Source material:
  • Round schedule:

Working area

  • Round 1 statements:
  • Round 2 feedback:
  • Convergence signals:
  • Remaining disagreements:
  • Recommendation draft:

Output artifacts

  • Round summaries:
  • Consensus statement:
  • Recommendation:

Open questions

  • ...

Decision / next step

Owner, date, and success signal.

Completion Check

  • Expert Forecast is complete enough for review:
  • Location:
  • Version / status:
  • Review by:
  • Next step:

Next Step

  • Review result
  • Mark open questions
  • Schedule review or decision
Template base

Delphi Method Working Template

View templateCompact working template for the Delphi Method with anonymous rounds, feedback, convergence, and recommendation.
markdown

delphi-method-working-template.md

Compact working template for the Delphi Method with anonymous rounds, feedback, convergence, and recommendation.

Delphi Method Working Template

Goal

Build a shared assessment through anonymous expert input across repeated rounds.

Context

What question should be answered, and which kind of expertise is needed?

Input

  • Research question:
  • Panel members:
  • Source material:
  • Round schedule:

Working area

  • Round 1 statements:
  • Round 2 feedback:
  • Convergence signals:
  • Remaining disagreements:
  • Recommendation draft:

Output artifacts

  • Round summaries:
  • Consensus statement:
  • Recommendation:

Open questions

  • ...

Decision / next step

Owner, date, and success signal.

Ready to use when
  • Working question, owner, and target artifact are visible.
  • The result fits Expert Forecast.
  • Own report per study with date and question in title. Follow-up studies (for example annual) should link prior results for trend comparison.
  • Open questions are noted as follow-ups.
  • The next review or decision point is scheduled.
ProfileRunsheet