Troika Consulting: Worksheet
Plan subject, participation, complete flow, and review.
# Troika Consulting: Worksheet
## Question
To be confirmed
## Desired outcome
To be confirmed
## Scope
Complete run
Time: 30–45 minutes for three consulting rounds.
Complete this worksheet on paper or in your own document during the work.
## Preparation for this scope
### Method setup
- **Materials:** Concrete challenges, timer, quiet triads, and notes for insights
- **Roles:** Triads with one client and two consultants; facilitator for timing and rotation
- **Advance information:** Set triads, equal airtime, and confidentiality; each person brings one real challenge and requested help. Prepare real cases, sources, and boundaries.
- **Overall time needed:** 30–45 minutes for three consulting rounds.
- **Setup:** Create a workspace with Working triad · Clear challenge · Clarified context · Peer advice · Personal insights; keep example values separate from live data.
### Prepare for the work steps
#### Frame: Working triad
- Set triads, equal airtime, and confidentiality; each person brings one real challenge and requested help.
- Concrete challenges, timer, quiet triads, and notes for insights
#### Case: Clear challenge
- Working triad
#### Questions: Clarified context
- Clear challenge
#### Consult: Peer advice
- Clarified context
#### Rotate: Personal insights
- Peer advice
## Troika Consulting · working structure
### Working triad
Form triads and clarify confidentiality and timing
...
### Clear challenge
The client describes the challenge and requested help in two minutes
...
### Clarified context
Consultants ask clarifying questions only, without offering solutions yet
...
### Peer advice
The client turns away while consultants discuss options and the client listens
...
### Personal insights
The client names useful insights; rotate until everyone has received consultation
...
The blank worksheet contains prompts only.
[Reference source · original teaching example](https://www.liberatingstructures.com/troika-consulting)
## Frame: Working triad
Expected artifact: Working triad
Form triads and clarify confidentiality and timing
Entry:
...
- [ ] Are roles, confidentiality, and equal airtime clear?
## Case: Clear challenge
Expected artifact: Clear challenge
The client describes the challenge and requested help in two minutes
Entry:
...
- [ ] Is the challenge concrete and the requested help named?
## Questions: Clarified context
Expected artifact: Clarified context
Consultants ask clarifying questions only, without offering solutions yet
Entry:
...
- [ ] Do questions remain short and free of hidden advice?
## Consult: Peer advice
Expected artifact: Peer advice
The client turns away while consultants discuss options and the client listens
Entry:
...
- [ ] Does the client remain silent during consultation and retain freedom to choose?
## Rotate: Personal insights
Expected artifact: Personal insights
The client names useful insights; rotate until everyone has received consultation
Entry:
...
- [ ] Does each person record their own next steps without forcing a group decision?
## Open questions and next steps
...
Method guide: https://methodatlas.meierhoff-systems.de/en/methods/troika-consulting/run-sheet
Fishbowl Discussion: Worksheet
Plan subject, participation, complete flow, and review.
# Fishbowl Discussion: Worksheet
## Question
To be confirmed
## Desired outcome
To be confirmed
## Scope
Complete run
Time: 60–120 minutes.
Complete this worksheet on paper or in your own document during the work.
## Preparation for this scope
### Method setup
- **Materials:** Guiding question, visible agenda, work surfaces, timer, and result repository
- **Roles:** Facilitator · participants · hosts or session owners · scribe
- **Advance information:** Set one focused discussion question, listening task, and rotation rule; arrange an inner circle with an open chair. Prepare real cases, sources, and boundaries.
- **Overall time needed:** 60–120 minutes.
- **Setup:** Create a workspace with Discussion frame · Fishbowl setup · Inner dialogue · Perspective shifts · Review; keep example values separate from live data.
### Prepare for the work steps
#### Frame: Discussion frame
- Set one focused discussion question, listening task, and rotation rule; arrange an inner circle with an open chair.
- Guiding question, visible agenda, work surfaces, timer, and result repository
#### Circles: Fishbowl setup
- Discussion frame
#### Dialogue: Inner dialogue
- Fishbowl setup
#### Rotate: Perspective shifts
- Inner dialogue
#### Review: Review
- Perspective shifts
## Fishbowl Discussion · working structure
### Discussion frame
Clarify the discussion question, listening task, and rotation rule
...
### Fishbowl setup
Form an inner circle with one empty chair and an outer observation circle
...
### Inner dialogue
The inner group discusses while the outer circle listens to the agreed task
...
### Perspective shifts
Outer participants use the empty chair or agreed rotation without taking over
...
### Review
Review content insights, tensions, and observations from both circles
...
The blank worksheet contains prompts only.
[Reference source · original teaching example](https://www.sessionlab.com/methods/fishbowl)
## Frame: Discussion frame
Expected artifact: Discussion frame
Clarify the discussion question, listening task, and rotation rule
Entry:
...
- [ ] Are question, listening task, speaking rule, and rotation clear to both circles?
## Circles: Fishbowl setup
Expected artifact: Fishbowl setup
Form an inner circle with one empty chair and an outer observation circle
Entry:
...
- [ ] Does at least one chair remain open for governed perspective shifts?
## Dialogue: Inner dialogue
Expected artifact: Inner dialogue
The inner group discusses while the outer circle listens to the agreed task
Entry:
...
- [ ] Does the inner circle discuss while the outer circle listens to the agreed task?
## Rotate: Perspective shifts
Expected artifact: Perspective shifts
Outer participants use the empty chair or agreed rotation without taking over
Entry:
...
- [ ] Do guests leave the open chair again so more perspectives can enter?
## Review: Review
Expected artifact: Review
Review content insights, tensions, and observations from both circles
Entry:
...
- [ ] Does the review separate content findings from observations about discussion dynamics?
## Open questions and next steps
...
Method guide: https://methodatlas.meierhoff-systems.de/en/methods/fishbowl-discussion/run-sheet
Alignment Mapping: Worksheet
Plan the question, inputs, complete run, and review with clear ownership.
# Alignment Mapping: Worksheet
## Question
To be confirmed
## Desired outcome
To be confirmed
## Scope
Complete run
Time: 60–90 minutes for one goal or decision; investigate open evidence questions afterwards.
Complete this worksheet on paper or in your own document during the work.
## Preparation for this scope
### Method setup
- **Materials:** Alignment map with perspective, shared statement, conflict, and clarification; decision question; existing goals and evidence; timer.
- **Roles:** Affected decision and delivery roles · facilitator · scribe · owner for each clarification
- **Advance information:** Write one concrete goal or decision question, identify relevant perspectives, and collect current goals, terms, and evidence.
- **Overall time needed:** 60–90 minutes for one goal or decision; investigate open evidence questions afterwards.
- **Setup:** Capture perspectives separately first. Mark common ground, open questions, contradictions, and dependencies as distinct states.
### Prepare for the work steps
#### Question: Frame alignment question
- Write one concrete goal or decision question, identify relevant perspectives, and collect current goals, terms, and evidence.
#### Perspectives: Collect views separately
- Precise alignment question
#### Map: Map together
- Unanchored perspectives
#### Gaps: Examine meaning
- Shared alignment map
#### Action: Plan clarification
- Named real gaps
## Alignment map
| Case | Perspective | Shared | Open or contradictory | Clarification step |
| --- | --- | --- | --- | --- |
| Example case | | | | |
- **Example case:** Which statements are shared, where do goals or assumptions diverge, and what clarification follows?
Use one specifically bounded case per row.
[Reference source · original teaching example](https://www.atlassian.com/team-playbook/plays/team-poster)
## Question: Frame alignment question
Expected artifact: Precise alignment question
Precise alignment question
Entry:
...
- [ ] Can the guiding question be answered by a decision or testable statement?
## Perspectives: Collect views separately
Expected artifact: Unanchored perspectives
Unanchored perspectives
Entry:
...
- [ ] Did every relevant role contribute target, priority, and assumption independently?
## Map: Map together
Expected artifact: Shared alignment map
Shared alignment map
Entry:
...
- [ ] Does the map distinguish shared statements, open questions, contradictions, and dependencies?
## Gaps: Examine meaning
Expected artifact: Named real gaps
Named real gaps
Entry:
...
- [ ] Did the group determine whether differences arise from terms, goals, data, or mandate?
## Action: Plan clarification
Expected artifact: Clarification and decision plan
Clarification and decision plan
Entry:
...
- [ ] Does each open question have required evidence, an owner, and a decision date?
## Open questions and next steps
...
Method guide: https://methodatlas.meierhoff-systems.de/en/methods/alignment-mapping/run-sheet
Decision Jam: Worksheet
Plan the session around the canonical method steps and a concrete decision.
# Decision Jam: Worksheet
## Question
To be confirmed
## Desired outcome
To be confirmed
## Scope
Full session
Time: 60–90 minutes
Complete this worksheet on paper or in your own document during the work.
## Preparation for this scope
### Method setup
- **Materials:** LDJ decision board, timer, notes, and decision log.
- **Roles:** Facilitator · decider · 3–8 affected participants
- **Advance information:** Collect existing evidence and constraints in advance.
- **Overall time needed:** 60–90 minutes
- **Setup:** Prepare the canonical blank structure and make timeboxes visible.
### Prepare for the work steps
#### Problems: Problems
- Concrete work context
#### Priority: Priority
- problem wall
#### HMW question: HMW question
- top problem
#### Solutions: Solutions
- HMW question
#### Effort/impact: Effort/impact
- solution portfolio
## LDJ decision board
### Silent problems
...
### Top priority
...
### HMW
...
### Silent solutions
...
### Effort/impact
...
### Test
...
### Working policies
**Silent problems**
...
**Top priority**
...
**HMW**
...
**Silent solutions**
...
**Effort/impact**
...
**Test**
...
[AJ&Smart: Lightning Decision Jam](https://go.ajsmart.com/ldj)
## Problems: Problems
Expected artifact: problem wall
problem wall with evidence, owner, and next decision.
Entry:
...
- [ ] Are problems concrete and solution-free?
## Priority: Priority
Expected artifact: top problem
top problem with evidence, owner, and next decision.
Entry:
...
- [ ] Is exactly one problem selected for the next step?
## HMW question: HMW question
Expected artifact: HMW question
HMW question with evidence, owner, and next decision.
Entry:
...
- [ ] Does the question allow several solutions?
## Solutions: Solutions
Expected artifact: solution portfolio
solution portfolio with evidence, owner, and next decision.
Entry:
...
- [ ] Are solutions concrete enough for effort/impact?
## Effort/impact: Effort/impact
Expected artifact: experiment card
experiment card with evidence, owner, and next decision.
Entry:
...
- [ ] Does the experiment define behaviour, threshold, and guardrail?
## Open questions and next steps
...
Method guide: https://methodatlas.meierhoff-systems.de/en/methods/decision-jam/run-sheet