Facilitator pack

Opportunity Solution Tree (Lightweight)

A simplified OST session that maps strategic outcome to opportunity areas and candidate solutions, then identifies where evidence is needed next.

Back to method

Timebox: 90-120 min
Output: Opportunity-solution tree
Participants: Facilitator, Product owner, Research/design lead, Engineering 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 framing: Confirm target metric and scope.
15-50 min - Opportunity mapping: Build first two levels of the tree.
50-90 min - Solution branching: Add and cluster solution options.
90-120 min - Prioritize and test: Pick top branches and experiments.

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