Solving complex problems starts with all starts with creating your Exchange. The purpose of this article is to walk you through the process and to provide you with some handy resources, whether you're a seasoned pro or a first-time Exchange leader. We've included:
Note: In order to create an Exchange, you or your organization need to first purchase an account. Contact us to learn more.
Note: This article contains information on how to create an Exchange using our classic user experience. If you are using our new Leader App click here.
Exchange Creation Checklist
Creating and launching an Exchange is a pretty simple process. This checklist is intended as a guide to help you prepare for your Exchange. Click on the section heading for more detail.
Title
Our new leader interface allows you to add a title to your Exchange that is separate from your Question and Introduction. This title is to help you search for Exchanges in your Room and is not visible to participants.
Choose from a list of common Objectives pulled from Exchange Studio or create your own custom Objective.
Objective
Setting an Objective for your Exchange will help you stay focused on what you are hoping to accomplish. Your Objective can inform the kind of questions you ask (both as your main Exchange Question and your Survey Questions), help you write your introduction, and guide your analysis.
Exchange Question
Does the Exchange Studio include the question you are looking to ask?
If you are crafting your own question, is the Exchange question:
- Open-ended?
- Clear?
- Ratable?
Resources:
Introduction
Set the context for your Exchange and motivate participation.
Does your introduction include:
- Why you are running the Exchange?
- What progress you hope to make?
- Instructions on how to participate + Exchange etiquette
Resources:
Attachment/Video
Do you want to include a friendly video introduction or include additional background information to help your stakeholders answer your question?
Resources:
Languages
Would offering participation in languages other than English help you to include more voices in your Exchange?
Resources:
Survey Questions
What demographic or other closed-ended questions are important to ask alongside this Exchange?
Resources:
Participation Groups
Is there value in having separate demographic-level conversations? (i.e. department, role, building, etc.)
Resources:
Moderation
What parameters will you use to keep the conversation transparent, uncensored, safe, and respectful?
Resources:
Participant Sign-up/Login
Consider your audience and if there is value in requiring login or not.
Resources:
Deadline
Set a clear deadline to motivate timely participation.
Quick Launch
For Exchange leaders who are running the same Exchange monthly or bi-monthly (process improvement, for example), we offer the ability to quickly copy a pre-existing Exchange. Using the grapes menu, select 'Create from' and it will copy all Exchange design information from survey questions to language settings. Find your new Exchange in your draft tab.
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