Workflows

With it's workflow and template builders, there's no limit to what QMPAS can help you do.

The workflows below are already built into QMPAS, ready to go with content, guidance docs and automated processes like faciliated chatGPT prompt generation.

Products created using Collective Insight

Prioritization

The most basic process in QMPAS - prioritize a list of ideas, tasks, businesses to buy, etc. The scoring model and algorithms one of the core pieces of the collective intelligence algorithms.



  • Create / Sync List
  • Scoring Model
  • Scoring
  • Results

Create / Sync List

Create, import or sync a list of items. A task list, a set of options for an important decision, a list of businesses you want to buy - anything you want to score. You can upload excel or JSON files, and QMPAS currently supports two-way syncs with github repositories.

Idealist Github Repo Sync

Select A Scoring Model

QMPAS has a variety of ways to score your lists. Order and rank are the most basic. QMPAS has some pre-built scoring models for tasks lists and scoring businesses. You can create your own custom scoring models (or use existing ones) that have different fields and calculations for scoring different things.

In addition to basic scoring, we have a number of advanced processes - like Paired Comparison - which are very effective at ranking smaller numbers of options.

Scoring Model

Scoring

Scoring processes can happen in different ways. At the most basic level, team members who have access to whatever list you want to score can re-order lists, or score list items with whatever scoring model has been applied to the list.

Scoring processes can happen through engagements which you can read more about in the next workflow below.

Every organization needs to have a decision making framework set. This will determine how individual activities and scoring are handled. QMPAS launched is what we call "command and control" mode which is your typical "owner controls the data" approach.

Other decision making frameworks can involve more automated and complex problems.

Scoring an Idea List Paired Comparison Pair Selection
Scoring an Idea List Scoring Average Decision Making Framework

Results

How results are displayed depends on the scoring and prioritization processes used. In many cases, the "result" is the re-ordered list that you can use to communicate the order of the tasks in the pipeline.

Other processes - in particular when using something like paired comparison to make decisons on more complex options - the results of the scoring may recommend a certain set of actions.

This might be how you could address polarized issues or tackle resistance so you can align people around your choice. It could also relate to your diversity score, which is a big part of how QMPAS helps you achieve collective intelligence.

Collective Intelligence Scoring Results
Scoring an Idea List Paired Comparison Pair Selection

Engagements

Design, manage and improve your meetings, workshops, product design and more. Elevates the scoring workflow using fair process to generate ideas and achieve collective intelligence.



  • Setup
  • Process
  • Content
  • Gather
  • Aggregate
  • Prioritize
  • Results
  • Improve

Setup

Engagements are how you engage people in any kind of process to help you gather, sort, prioritize and communicate ideas.

You started by selecting the kind of engagement you want to create. Engagements can be simple - like sharing an agenda for an upcoming meeting - where participants can review or even add items to an agenda in 2-3 minutes. They can also be complex processes - multi-phased projects like building a strategic plan - that engages hundreds of people in different stakeholder groups over months and months.

You can build your own engagements or select from existing engagement templates that have lots of content pre-built and guides to help you design and manage the engagement process.

Select Engagement Process Type Select Engagement SubType Select Engagement Template

Process Design

The first step is to design your enagement. A successful meeting, workshop, any kind of engagement, starts with a good process. Our templates have complete designs - with content - that can save you hours or days of work and thousands of dollars in consulting fees.

Use the engagement manager to edit template content or create all of your own phases, activities and steps. It has a lot of features packed into it, but the basic concept is simple:

Engagements are made up of phases. Phases have activities (like idea gathering). Activities have steps, like:

  1. Send email
  2. Provide Content
  3. Ask questions (intake or prioritize a list of ideas)
  4. Thanks & Next Steps
Process Design Engagement Steps

Content Design: Engagement Steps

Steps are where all of your content is, along with functionality like selecting an idea list you want people to prioritize.

Each step in the activity is a webpage that presents whatever content or functionality you've chosed for that step. Content to communicate information about the task at hand. Questions to collect ideas, lists to prioritize. QMPAS can build any kind of survey with multiple choice and radio options.

Engagements are a critical part of the collective intelligence process, the "entry point" where people's independent thinking and diverse opininions begin to collide.

Editing Engagement Content

Step #1: Email Invitation

Engagements usually start with an email, although they can also be run live and/or in situ without an email invitiation. The most common use case however is QMPAS will send an email with carefully crafted text to all of your participants.

These emails kick off whichever activity you are starting in your engagement process. Emails will contain a link to a QMPAS generated webpage that kicks off the first step in the process.

Screenshot of email asking for participation Screenshot of email asking for participation

Gather, Prioritize, Communicate

The entire principle of the engagement process is to engage your participants in a virtual, distributed process - in advance of meeting in person, or sometimes in a purely virtual process.

The activities are usually to share information, ask people for ideas, or ask people to prioritize ideas. There are also special kinds of surveys and other intake functions that help generate a good collective intelligence process.

The benefits are multi-fold. Assume you have twenty people in a workshop. Five or ten minutes of independent input can mean three hours of independing thinking where everyone has contributed ideas.

Since it's virtual (and can also be anonymous) it creates a space where everyone has a voice, free from anything that makes it difficult for people to participate in groups. It avoids problems of the silent majority being dominated by a few dominant personalities. You can read more here about these features and our approach to running better meetings.

While QMPAS can be used to manage purely virtual processes, the real value is using QMPAS before and after face to face engagements. Pre and post virtual engagements can save you hundreds of hours and thousands of dollars every month. People will spend less time in meetings having more input into processes, more understanding and better aligned around the results and decisions you make.

Screenshot of email asking for participation Screenshot of email asking for participation

Aggregate

The magic really starts to come together when you use AI to help you aggregate all of the independent thinking in your engagement process.

QMPAS has a variety of tools and interfaces to help you search, sort, organize and aggregate ideas. But since GPT-4 came out, it's ability to aggregate ideas - generally called topic modelling - has become a key component of our collective intelligence processes.

Aggregating ideas from independent idea gathering processes is an essential component to collective intelligence. QMPAS pre-constructs your prompts, leveraging context from your organization, your current task. You can adjust various settings to customize the kinds of results you get.

The bottom line is that AI has turned a difficult and time consuming process (days of work) making sense of 100s or 1000s of ideas into an automated activity that takes minutes to complete. The results are incredible, as good or better than we could do manually. And it's always just a starting point. You can tweak and tailor everything as you go.

Ideaboard Ideaboard Meeting Survey

Iterate To Results

Engagements can be one quick step, or dozens of activities in multiple phases happening with different groups at different times over the course of a year. The only limit to what QMPAS can do is the size of the process you want to design.

Collective Intelligence

Improve

QMPAS has steps, and sometimes in-situ functions or post-meeting processes, to help your teams learn and improve. One of the core modules, we call it "meeting intelligence" asks meeting participants to score the value and progress of a meeting.

When you apply this to a series of repeating meetings - say for your weekly sprints and scrums - it provides a valuable metric (along with participant feedback) to help make your meetings better.

Meeting Details Meeting Survey Meeting Results

Build a Product / Canvas

An engagement process as above using idea gathering/scoring, designed to create a specific product, ie: a business model canvas.



  • Select Model
  • Pre-Design
  • Engagements
  • Canvas

Select Model

QMPAS can help you build different kinds of models. System dynamics models, logic models and process maps, business or lean model canvases, our own unique vision canvas and more. QMPAS comes with a number of pre-built model or canvas templates, and you can also build your own templates.

Once you have a model or canvas template you want to build, the rest of the process is easy to follow.

QMPAS Models Select Model Type Select Model SubType

Pre Design

Engagement templates built around specific models or canvases will have all of the steps, content and guides already created. You can start building your models right away, or customize the process and content as you see fit.

Business Model Canvas Data

Engagements

While you can build any kind of model or canvas without following an engagement process, the real magic always happens when you have a diverse group of people contribute to the ideas and prioritization.

Engagements use the same engagement manager as explained above.

Collective Intelligence

Visualizations & Interactives

Each model or canvas has it's own unique ways of being organized visually. While many people will be familiar with the business model canvas, we have other types of canvases, some quote unique and interactive. And we can build any kind of custom canvas that follows a similar concept of the business model canvas (plus systems dynamics models and other uml-style logic models and process maps.

Business Model Canvas Meeting Survey

Project Design

Strategic, operational, development projects with requirements, kanban boards, etc.



  • Setup
  • Requirements
  • Lists
  • Sprints
  • Dashboard

Setup

Meeting, workshops, product design, etc. Elevates the scoring workflow using fair process to generate ideas and achieve collective intelligence.

Product Setup & Details

Requirements

Meeting, workshops, product design, etc. Elevates the scoring workflow using fair process to generate ideas and achieve collective intelligence.

Project Requirements Project Features Project Architecture

Lists & Tasks

Meeting, workshops, product design, etc. Elevates the scoring workflow using fair process to generate ideas and achieve collective intelligence.

IdeaList Actions

Sprints

Meeting, workshops, product design, etc. Elevates the scoring workflow using fair process to generate ideas and achieve collective intelligence.

Sprints Kanban

Dashboard

Meeting, workshops, product design, etc. Elevates the scoring workflow using fair process to generate ideas and achieve collective intelligence.

Org Dashboard

Strategic Planning

Strategic planning is one of the core, custom components build into QMPAS. Each aspect of the strategic plan, from defining goals and problems to developing your objectives is it's own component with sub processses, AI integrations and collective intelligence processes. Everything is designed to help you create a good strategy.

It's a fairly complex process that we outline in this article in more detail. The process, content, templates and integrations built into QMPAS will help you manage the strategic planning process to get better results that more people understand and support - at a fraction of the time and cost it would take with consultants or even managing the process in your own.

Strategic Planning Engagement Strategic Planning Engagement Strategic Planning Engagement Strategic Planning Engagement Strategic Planning Engagement Strategic Planning Engagement Strategic Planning Engagement Strategic Planning Engagement

Cycles

QMPAS helps drive the innovation cycle, the cyclical process that connects your annual strategic plan to your weekly team meetings. Cycles have three main benefits:

  1. A two-way "sync" between strategy and tasks. Weekly. monthly, quarterly meetings are keeping tasks aligned to your strategy and enabling you to continually review, refine or even pivot your priorities.
  2. It keeps your team and partners connected, which is more challenging as work becomes more virtual and independent. QMPAS can nudge or outright force you and your team to spend a little bit of time every day, week, month, etc making sure they are doing the right work in the right way.
  3. It facilitates the daily and weekly processes of documenting your work, keeping task lists up to date, flagging actual or potential problems and delays before they happen or before they get worse.
Collective Intelligence

Stageflows

QMPAS will guide you through through "stageflows" - processes for moving a venture through a different process. Exploring ideas, starting a new business, codifying an existing business, growth, acquisition and modernization - these all require different steps, templates and activities.

QMPAS comes pre-built with a number of stageflows that contain all of the guides, templates, built-in content, prompts you need to do your work. QMPAS also lets you build your own stageflows with new templates, content and guides.

It's not technically necessary to use QMPAS to move an organization through a stageflow. You can see in our workflows there are a number of valuable uses for QMPAS outside of this. But a lot of the magic comes from all the work QMPAS does to support and enhance the strategic leadership and operational management behind all of the day to day tasks and fires you inevitably end up spending a lot of your time and energy on.

Collective Intelligence Github Repo Sync