Solving complex problems 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.
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.
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 or create your own custom 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.
Is there a template that could help?
If you are crafting your own question, is the Exchange question:
Use Schedule to automatically launch an Exchange on a predetermined date. The leader with receive an email notification when the Exchange becomes active.
Use Deadline to motivate timely participation. Your Exchange will automatically close when the deadline is reached and you will get reminders to encourage more participation and to check out your results.
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
Do you want to include a friendly video introduction or include additional background information to help your stakeholders answer your question?
Would offering participation in languages other than English help you to include more voices in your Exchange?
What demographic or other closed-ended questions are important to ask alongside this Exchange?
Is there value in having separate demographic-level conversations? (i.e. department, role, building, etc.)
What parameters will you use to keep the conversation transparent, uncensored, safe, and respectful?
Moderation: Philosophy & Best Practices
Consider your audience and if there is value in requiring login or not.
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 'Duplicate' 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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