Facilitator pack

Affinity Mapping

A synthesis method where teams cluster observations into themes and patterns.

Timebox: 45-75 min
Output: Insight themes
Participants: Facilitator, Research contributors, Product or service owner
Format: Remote

Facilitator pack = one session-ready artifact you can run now. Workspace = a saved planning thread when the work needs follow-through, shared context, or outputs to circulate.

0-10 min - Context and evidence review: Confirm source quality and scope.
10-35 min - Cluster notes: Silent grouping then merge clusters.
35-55 min - Theme naming: Create concise insight statements.
55-75 min - Priority and next actions: Choose top insights to act on.

Checklist for tomorrow

Track readiness before the session starts and before you hand off outcomes.

Prep

Confirm objective and decision scope for this run.
Confirm facilitator and note-taker ownership.
Send invite with objective, outcomes, and timebox.

Materials

Prepare templates, prompts, and room setup.
Check links, boards, and capture tools are ready.
Pre-label output artifacts for handoff.

Logistics

Confirm participants, roles, and speaking order.
Assign output owner before the meeting ends.
Schedule a 24-hour synthesis and follow-up note.

Adjust pack setup

Only change this when the audience, depth, or delivery mode changes the session plan.

VariantAudienceDelivery

Need to carry this further?

Move into Workspace when this session needs follow-through, saved context, or outputs you need to share.

Carry this into Workspace