Facilitator pack

North Star Opportunity Framing

A framing workshop that aligns on north-star outcome, target user progress, and a small set of opportunity areas that should drive discovery and planning.

Back to method

Timebox: 60-90 min
Output: North-star framing sheet
Participants: Facilitator, Sponsor, Product/service lead, Ops or research representative
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.

0-15 min - Outcome setup: Confirm north-star metric and constraints.
15-40 min - User progress mapping: Identify desired behavior change.
40-70 min - Opportunity framing: Create and refine opportunity set.
70-90 min - Prioritize focus: Select top discovery bets.

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