Purpose
The method helps clarify group input, selection, and decision concretely. It turns individual contributions into a visible selection. The result is captured as advice notes, next actions, and peer insights.
Facilitation
Troika Consulting
Turns group input, selection, and decision into a tangible result by forming trios, sharing the challenge briefly, and rotating roles to capture insights.
Which perspectives, options, or blind spots do two external consultants see when the client only listens for five minutes instead of justifying?
LowWorkshop30-45 min
How it works
The team follows the steps: form trios, share the challenge briefly, ask clarification questions, give advice without interruption, and rotate roles while capturing insights. Each step is captured visibly. At the end, advice notes, next actions, and peer insights are available so decisions, tests, or actions can follow directly.
Visual orientation
Method sketch for a quick mental model.
Flow
- 1Form trios
- 2Share the challenge briefly
- 3Ask clarification questions
- 4Give advice without interruption
- 5Rotate roles and capture insights
The runsheet guides execution with 5 phases, timeboxes, 5 pitfalls, and clear stop criteria.
Open runsheetIdeal for
- Peer Learning
- Leadership Development
- Concrete Work Problems
Not good for
- Conflicts between the three people
- Decisions with formal authority
Deep dive
In detail
Troika Consulting deliberately separates telling the challenge from giving advice. The person seeking help frames the situation, answers short clarification questions, and then listens while two peers think aloud about hypotheses, options, and next steps. This role split creates distance from the problem and gives the advisors room to combine ideas freely. Rotating roles ensures that everyone both receives support and practices giving it.
Facilitation
Prepare clear role timings and a simple documentation template. Explain that the person being advised does not respond during the advice phase but listens and notes. Stop advice that stays too general and ask for concrete observations, options, or experiments.
Output artifacts
Advice NotesNext ActionsPeer Insights
Artifact templates
Troika Consulting Working TemplateCompact working template for Troika Consulting with context, input, output artifacts, and next step.markdown
Troika Consulting Working TemplateCompact working template for Troika Consulting with context, input, output artifacts, and next step.
markdowntroika-consulting-working-template.md
Compact working template for Troika Consulting with context, input, output artifacts, and next step.
Troika Consulting Working Template
Goal
Peer-coaching format in which three people take turns advising on concrete challenges.
Context
When and for what do we use this method?
Input
Which data, observations, decisions, or materials are available?
Execution
Short notes along the runsheet.
Output artifacts
- Advice Notes:
- Next Actions:
- Peer Insights:
Assumptions and open questions
- ...
Decision / Next step
Owner, date, and success signal.
When to choose differently
Short decision aid for existing alternatives.
Consensus Workshop
Statt Troika Consulting, wenn ihr eine belastbare gemeinsame Position braucht und die Gruppe wirklich mitnehmen wollt.
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