Note: In order to create an exchange, you or your organization need to first purchase an account. Contact us to learn more.
When your exchange is ready to launch click here to learn about the features on the Manage page.
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.
Does the Exchange Gallery include the question you are looking to ask?
If you are crafting your own question, is the exchange question:
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?
Consider your audience and if there is value in requiring login or not.
Set a clear deadline to motivate timely participation.
For seasoned 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.