methodatlas

Innovation Workshop method

Rolestorming

Generates ideas from explicitly chosen perspectives and loosens participants from their everyday role.

Participants temporarily adopt a persona or stakeholder role and state its goals, knowledge, and constraints. Ideas remain marked as perspective hypotheses.

Core question
Which options become visible when we view the problem from other evidenced roles?
Participants
3-12
Time
30-60 min

Rolestorming uses time-bounded perspective shift with a role brief and subsequent synthesis. Assessments remain justified and context-bound.

Paper illustration of Rolestorming with its method-specific working model.
  1. Choose roles

    Choose roles

    Derive relevant perspectives from research and the decision.

  2. Brief roles

    Brief roles

    Clarify goal, knowledge, constraints, and assumptions per role.

  3. Ideate in role

    Ideate in role

    Generate options from each role and mark provenance.

  4. Synthesis

    Synthesis

    Cluster ideas, preserve tensions, and plan validation.

Update after new evidence or a material context change and retain the previous version.

A good fit when

For stuck ideation with several plausible user or stakeholder perspectives.

Ideal for

  • Festgefahrene Ideation
  • Perspektivwechsel
  • Kundenzentrierte Innovation

Not good for

  • Sehr technische Detaildiskussionen
  • Themen ohne klaren Nutzerbezug

Outputs

  • role-based idea portfolio

    role-based idea portfolio with traceable sources, assumptions, and domain decisions.

  • Decision and review trail

    Owners, dates, and next review for role-based idea portfolio.

role-based idea portfolio

Fictional worked example

time-bounded perspective shift with a role brief and subsequent synthesis as a precise working structure with a fictional example.

Role

Goal · knowledge · constraint

Reviewer: 40 cases daily, audit duty.

Evidence

Research source · open assumption

Seven interviews; time pressure confirmed.

Idea

Option from perspective

Automatically flag evidence changes.

Validation

Question · method · owner

Does highlighting shorten review? Usability test.

MindTools: Rolestorming

First step

Start with the core question: Which options become visible when we view the problem from other evidenced roles?

Open the method guide

Deep dive

Purpose

When a search for ideas stalls, switching roles helps people step outside their own perspective and activate new logics of action. The method reduces habit because contributions arise from a different stance. This brings unfamiliar, often fitting solution approaches into play.

How it works

The changing role perspective alters not just the style of contributions but also which problems are even noticed. Someone thinking from the point of view of another person, function, or character prioritizes different tensions and can bypass blind spots. What matters is the shift in perspective, not the role itself.

In detail

Rolestorming works because it forces a change of perspective and thereby undercuts habitual thought paths. The method brings especially new quality when the chosen roles embody real interests, constraints, or domain logics rather than serving merely as a costume. Good application translates the ideas from the role phase back into the actual problem, so that the gain in perspective does not dissipate into entertainment.

Facilitation

Choose roles with clearly recognizable viewpoints and briefly explain why these particular perspectives are relevant. The interesting point emerges when a role voices requirements or fears that would otherwise remain unnamed in the team. Afterward, convert the strongest contributions into concrete ideas, principles, or test questions for the initiative.

The method guide walks execution through 4 phases, timing, 4 pitfalls, and clear stop criteria.

Open method guide

Your perspective

Does this method help with your work?

Your feedback helps shape the next improvements to methodatlas.

Sources and topics

Topics
Artifact templates
Rolestorming: WorksheetPlan Rolestorming around its domain steps and the concrete decision question.
canvas

rolestorming-working-template.md

Plan Rolestorming around its domain steps and the concrete decision question.

Rolestorming: Worksheet

Question

To be confirmed

Desired outcome

To be confirmed

Scope

Full workshop Time: 45–60 minutes

Complete this worksheet on paper or in your own document during the work.

Preparation for this scope

Method setup

  • Materials: Problem statement, research-based role profiles, ideation rules, shared workspace, source links, and decision log.
  • Roles: Facilitator · 4–8 participants · research owner
  • Advance information: Collect Problem statement, research-based role profiles, ideation rules in advance and mark open assumptions.
  • Overall time needed: 45–60 minutes
  • Setup: Prepare time-bounded perspective shift with a role brief and subsequent synthesis visibly and calibrate assessment terms before starting.

Prepare for the work steps

Choose roles: Choose roles

  • Problem statement
  • research-based role profiles
  • ideation rules

Brief roles: Brief roles

  • role set
  • research-based role profiles
  • ideation rules

Ideate in role: Ideate in role

  • role briefs
  • research-based role profiles
  • ideation rules

Synthesis: Synthesis

  • role ideas
  • research-based role profiles
  • ideation rules

role-based idea portfolio

Role

Goal · knowledge · constraint

...

Evidence

Research source · open assumption

...

Idea

Option from perspective

...

Validation

Question · method · owner

...

MindTools: Rolestorming

Choose roles: Choose roles

Expected artifact: role set

role set · source · uncertainty · next decision

Entry:

...

  • Is every role relevant and evidenced?

Brief roles: Brief roles

Expected artifact: role briefs

role briefs · source · uncertainty · next decision

Entry:

...

  • Do briefs avoid stereotypes?

Ideate in role: Ideate in role

Expected artifact: role ideas

role ideas · source · uncertainty · next decision

Entry:

...

  • Is the perspective traceable?

Synthesis: Synthesis

Expected artifact: idea portfolio

idea portfolio · source · uncertainty · next decision

Entry:

...

  • Are assumptions marked for testing?

Open questions and next steps

...

Method guide: https://methodatlas.meierhoff-systems.de/en/methods/rolestorming/run-sheet

Alternatives and neighbors

Fitting alternatives with decision guidance, followed by other related methods.

All methods
Constraints and origin
LowWorkshop30-60 min

Profile

Method form
Workshop method
Participants
3-12
Time
30-60 min
Maturity
Established
Origin
Rick Griggs
Paper illustration for Impact Filter
Next up: Impact Filter