methodatlas
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Plan my session

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

Method session60-120 min workshop, plus several days for data collectionWorkshop or asyncOpportunity-Score-Tabelle

Session: Opportunity Scoring

The plan translates the method into a concrete facilitated work block. Your inputs flow directly into the session brief and work artifact.

Derived automatically

Method session with 3-6. 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 Opportunity-Score-Tabelle. After the session, the artifact should be shareable, reviewable, or reusable.

  1. 1

    Phase 1: Clarify outcomes

    30 min

    Check each outcome for format Minimize/Maximize + object + context. For example: Minimize time to review an invoice before sending. Remove duplicates or solution-coded outcomes. Hint: If an outcome contains a solution (for example, use OCR), rephrase it. OCR is a solution, not an outcome.

    FacilitatorOpportunity-Score-Tabelle
  2. 2

    Phase 2: Launch survey

    20 min setup, then 1-2 weeks field period

    For each outcome two items: importance (1-5) and current satisfaction (1-5). Add demographics and a segment question. Aim for at least 30 responses per relevant segment. Hint: Fewer than 30 responses per segment makes statistical interpretation weak. Reduce segment size instead of continuing with too small a sample.

    FacilitatorTop-Outcomes
  3. 3

    Phase 3: Calculate scores

    30 min

    Per outcome, score = Importance + max(Importance minus Satisfaction, 0). Score above 10 marks Innovation Opportunity, 12+ is overserved. Hint: Aggregated scores across all segments often hide the core signal. Split by at least 2-3 segments.

    FacilitatorOpportunity-Score-Tabelle
  4. 4

    Phase 4: Interpret and act

    40 min

    List top outcomes per segment, prioritize underservedd ones (high score), mark overserved ones as removal candidates. Define concrete discovery action for each top opportunity. Hint: Opportunity Score tells what, not how. Solution comes only in the next loop, otherwise categories blur.

    OwnerTop-Outcomes
  5. 5

    Publish artifact

    10 min

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

    OwnerOpportunity-Score-Tabelle
Usable artifact

Session Brief

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

session-brief.md

Session Brief: Opportunity Scoring

Goal

Artifact: Opportunity-Score-Tabelle

Working Question

Which outcomes are important to target users and currently poorly satisfied, and where does genuine innovation potential exist?

Context

JTBD statement; list of raw outcomes from interviews; existing roadmap for reflection; segments and relative size; familiarity with score calculation.

Setup

  • Format: Method session
  • Duration: 60-120 min workshop, plus several days for data collection
  • Mode: Workshop or async
  • Participants: One research lead owning outcome statements; one data analyst for score calculation and segmentation; 2-3 domain experts validating outcomes; sample of 30-100 target users for the survey.
  • Owner: One research lead owning outcome statements
  • 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 Opportunity-Score-Tabelle. After the session, the artifact should be shareable, reviewable, or reusable.

Input

Outcome list in Minimize/Maximize format; survey tool or table with 1-5 scales for importance and satisfaction; Excel or Sheet template with Opportunity Score formula; notes on segmentation.

Preparation

Bring outcome statements in Minimize/Maximize format in advance, with one importance item and one satisfaction item per outcome (5-point scale). Define survey distribution channels and minimum sample per segment. Add Opportunity formula Importance + max(Importance minus Satisfaction, 0) in the sheet.

Agenda

  1. Phase 1: Clarify outcomes (30 min) Owner: Facilitator Action: Check each outcome for format Minimize/Maximize + object + context. For example: Minimize time to review an invoice before sending. Remove duplicates or solution-coded outcomes. Hint: If an outcome contains a solution (for example, use OCR), rephrase it. OCR is a solution, not an outcome. Output: Opportunity-Score-Tabelle

  2. Phase 2: Launch survey (20 min setup, then 1-2 weeks field period) Owner: Facilitator Action: For each outcome two items: importance (1-5) and current satisfaction (1-5). Add demographics and a segment question. Aim for at least 30 responses per relevant segment. Hint: Fewer than 30 responses per segment makes statistical interpretation weak. Reduce segment size instead of continuing with too small a sample. Output: Top-Outcomes

  3. Phase 3: Calculate scores (30 min) Owner: Facilitator Action: Per outcome, score = Importance + max(Importance minus Satisfaction, 0). Score above 10 marks Innovation Opportunity, 12+ is overserved. Hint: Aggregated scores across all segments often hide the core signal. Split by at least 2-3 segments. Output: Opportunity-Score-Tabelle

  4. Phase 4: Interpret and act (40 min) Owner: Owner Action: List top outcomes per segment, prioritize underservedd ones (high score), mark overserved ones as removal candidates. Define concrete discovery action for each top opportunity. Hint: Opportunity Score tells what, not how. Solution comes only in the next loop, otherwise categories blur. Output: Top-Outcomes

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

Closeout

  • Update result artifact: Opportunity-Score-Tabelle
  • 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

Opportunity-Score-Tabelle: Opportunity Scoring

Working Question

Which outcomes are important to target users and currently poorly satisfied, and where does genuine innovation potential exist?

Context

JTBD statement; list of raw outcomes from interviews; existing roadmap for reflection; segments and relative size; familiarity with score calculation.

Participants

  • Owner: One research lead owning outcome statements
  • Participants: One research lead owning outcome statements; one data analyst for score calculation and segmentation; 2-3 domain experts validating outcomes; sample of 30-100 target users for the survey.

Input

Outcome list in Minimize/Maximize format; survey tool or table with 1-5 scales for importance and satisfaction; Excel or Sheet template with Opportunity Score formula; notes on segmentation.

Template

Opportunity Scoring Working Matrix

ElementDescriptionRatingEvidenceOwnerNext step
1
2
3

Output artifacts

  • Opportunity score table:
  • Top outcomes:

Decision or recommendation

What consequence follows from the matrix?

Completion Check

  • Opportunity-Score-Tabelle 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

Opportunity Scoring Working Template

View templateCompact working template for Opportunity Scoring with context, input, output artifacts, and next step.
spreadsheet

opportunity-scoring-working-template.md

Compact working template for Opportunity Scoring with context, input, output artifacts, and next step.

Opportunity Scoring Working Matrix

ElementDescriptionRatingEvidenceOwnerNext step
1
2
3

Output artifacts

  • Opportunity score table:
  • Top outcomes:

Decision or recommendation

What consequence follows from the matrix?

Ready to use when
  • Working question, owner, and target artifact are visible.
  • The result fits Opportunity-Score-Tabelle.
  • One dataset per collection cycle with date and sample size. Outcomes may be added, existing ones should not be reformulated silently. Keep score history visible so shifts over time are evident.
  • Open questions are noted as follow-ups.
  • The next review or decision point is scheduled.
ProfileRunsheet