Tips for Running a Successful Exchange

Question Design

• Each Exchange has one open-ended question.
• Keep it simple, get the to heart of the matter.
• More tips on question design here.

Introduction

• Embed a video introduction from Executive sponsor
• Include preamble and additional context in the written introduction. See tips here.

Survey Questions

• Up to 20 survey questions. Consider including two demographic survey questions and one to two sentiment survey questions.
• Ask only what’s necessary to help participants move through this step faster so they can focus on the Share and Rate steps.

More on Exchange Design

• A step-by-step guide to Exchange Creation

Live Event Exchanges - Promote Participation

• Ensure you have a captivated audience and designate at least 8 minutes for participation.
• Use the Present Tool to display the QR code and results.
•  A key leader should sponsor the Exchange and ask for participation. Here’s a script to guide you.
• Consider sending the Exchange link out after the event for continued participation.

Asynchronous Exchanges - Promote Participation

• Invite email should include: a compelling reason to participate, how results will be used, and how long participation will take.
• Share the Exchange via QR code / link in an email, MS Teams, and other key communication platforms.
• Create a calendar event and include the Exchange link to reserve time for participation.
• Set and communicate your Exchange deadline to create urgency. We recommend 5 - 10 business days.
• Send 1 -2 reminder nudges to impress the importance of to returning to rate more thoughts.

Close the Loop

• Create a Summary Report in the Discover Dashboard and send it to participants.
• Share key learnings or decisions to build buy-in for continuous projects.