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  • Process designer
    Getting to results

XLeap Process designer

Getting to results

XLeap Process designer

The Process designer tool is the Host’s workbench for designing the process of the session.

Initially, facilitators and consultants new to XLeap usually map their current processes and methodologies to XLeap. Once familiar with the technology, they switch to designing their processes directly in the Process designer.

Session processes can, of course, be

  • copied and reused by mouse click
  • adapted ‘on-the-fly’ when circumstances demand
XLeap Process designer with 'Plus' menu
XLeap Host designing process

Designing a process

Hosts build their session process by picking the relevant workspace from the toolbar of the Process designer and configuring those workspaces to the task. In this, hosts differ significantly in their style.

Most add the relevant workspaces with a high level 'instruction' then add the next workspace and so on. Only when the overall process is clear will they configure workspaces in more detail, if needed.

For example, when a group needs to fully understand a situation before attempting to 'solve' it, a facilitator may wish to begin the session by brainstorming and theming what is going on, then prioritize and understand the significance of the most important facts, before having a go at solutions.

As an XLeap Host, such a facilitator would

  1. add a Brainstorm space and ask, "What is going on?", then
  2. add a Rating sheet, specifying ‘Importance’ as the criterion to be rated on a numeric scale of 0 to 10, then
  3. add a DeepDive space with the instruction, "Why is this important?".

As this simple process would work perfectly with the default workspace settings, there would be no need for further configuration except, perhaps, adding a ‘Detailed instruction’ in the Brainstorm workspace, for instance, ‘Please try to think of anything that could possibly have a bearing on the situation.’

In the session, the group would brainstorm and theme elements of the situation in the Brainstorm workspace. The host would then copy these items to the Rating sheet. Participants would rate the elements on importance, analyze the result directly in the results table or chart and decide which items to drill into in the DeepDive workspace.

XLeap Process designer adding Brainstorm workspace

Process sections

Hosts can structure their processes into ‘sections’. The use of sections is largely a matter of taste:

Some hosts do not use sections at all as they split their processes into multiple short sessions which do not require sectioning. Others use sections to distinguish abstract phases as in

  1. Section: Asynchronous prework
  2. Section: Live session
  3. Section: Asynchronous follow-up

Many hosts use sections to distinguish high-level process steps as in

  1. Section: Warm up/Ice breaker
  2. Section: Understanding the issue
  3. Section: Finding effective solutions
  4. Section: Feasibility and tradeoffs
XLeap Process designer with sections

Other functionality

The Process designer provides what Hosts need to build and adapt their process efficiently, for instance:

Timing. XLeap can assist Hosts in timing their process. If enabled, the duration assigned to workspaces is used to derive the ‘start time’ of the next workspace meaning the time at which work in that workspace should commence. Changes to the duration of workspaces is reflected directly in the ‘time reserve’ or ‘overrun’ versus the specified end of the session.    

Drag & Drop. All process elements can be moved by drag & drop.

Copy and paste. Sections, workspaces, breaks and placeholders can be copied within a session process or between sessions. Copying process elements from one meeting to another is useful for:

  • Reviewing and processing outcomes of one session in a follow-up session.
  • Easy reuse of process sequences across sessions.

Soft deletion. Deletion moves elements to trash from where they can be restored or purged.