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The Ultimate Guide: How to Use Post-It
Notes for Problem Solving
We at ReakimeBoard love post notes, actualy, wear fans. Recently we were inspired by the book
Rapid Problom Solving with Post. Notas writen by David Strate. In this post we explain how to use
online past: nates for problem solving and focus onthe methods described Inthe book: Postup, Swap
Sort, Top-Down Tree and information Map. Use yur fcltimefoard endless whiteboard, post totes
and creatwiy and go abeadt
Problem Solving Part 1. Step-by-Step Guide for Post-up in
RealtimeBoard
The frst technique we ae focused on
jad Postsup, proves methods forgetting information into
chunks Post ups based on four methods - Brainstorming, rainuriting, Nominal grup technique and
Crawford sip method,
The Post-up method work in several dimensions. Fst, allows people to work simukaneoushy thus
speeding thes
Jn and geting everyone engaged a once. It als gets people ematlonaly engaged a=
they are wring ther own ideas rather than have other people write or interpret them,
Posting up one tea at atime by person ensures equality through the team and also allows that each
ea is considered by all eam members,
Preparation
Step 1. Define the problem
First ofl you shoud decide about what are you tying to solve and make the prabler visible for
everyone. Use isi nal and type your session goal. Lets take"How to make an app better asthe
example
GOAL: How to make our app better?
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Step 2. Make special sections on your board
Divide your board into several parts using shane, icons, and tattoo
Help section for Goal, Constraints, idea Stimulators, rte them down before the
rey onthe ef~ Participants section - special indvidual zones where people can pos ther notes during the ideation
process (green secon inthe mide divided into 4 parts fr 4 efferent people).
= Workspace forthe bestideas fellow secton onthe right side
aan ooavesn
Action
‘Step 3. Invite your team and explain the rules.
nuit your eam othe board, The simplest ways to use “Share wth the tea feature if you have &
‘Team account), Another way Isto send them inves via eral or ad from frends Ist.
Tell them how to play:
= Rist let people se the Gol and explore the help section
~The only tool they should uses Post (key7)
= Fach postit note should contain only one dea
= Use color coding - blue posts for facts, yllow for opinions, pink for assumptions.
Step 4. Writing of ideas
cue your team some time to think an brainstorm individual approx. 7-10 minutes you think they
reed more- pve them more) They should net at this tne stick thelr posts t the common workspace
INDIVIDUAL WORKSPACES:
Step 5. Post up ideas
‘The team then posts up their ideas on the ideas workspace. Agood way of doing hiss to have each
Person take turns to post one the most valuable idea,aaansooseaae EE i?
any ida tres ote ideas for anyone inthe team they can wether on more posits and ad
{hemto tha indvdsl secon When ldo re posted, hen you can ao weather rote
methods to generate even more ideas (we put tif commen etn.
BE Rec ur eUurs
peat
Problem Solving Part 2. Step-by-Step Guide for Swap Sort in
RealtimeBoard
This partis devoted tothe next technique -Swap Sort, whch is based on ub srt, Paired
comparison and Erionzaton mia, Swap Sort extremely useful when you need o put asetof ideas
Inco priority ordr.
seit only wen you have relive few tems to priartize nat hundreds, realy. ft00 mary. may
‘become a rouble You can ty Post up o other echiques ident ideas for prietization.
Wi always make decisions by comparing and contrasting. Taking two Items atime, as inthis swap-sort,
‘creates focus and attetion on just those two items, making decison asto which fs more important
easier.
The pattern of repeated comparisons and exchanges comes frm computing, where itis known 35a
‘bubble sort Snap sort takes the same concept and brings itt the whiteboard with posts.
Preparation
Step 1. Identify the problem
Fst of al explain your team what problem you are trying to solve, Welltake the previous case devoted
ta the app impravements, Now our goal eta decide what willbe the order of the selected
Improvements. Take a lok athe pture below,
You con continue working on one of your broirstoming Boor ruse you fine roinstorming
resus.
Step 2. Make special sections on your board
Use texto shapes, ans and anything that wl hep you to visualize. You should have the folowing
spaces
= Help section withthe goal and ertera,'~ Preparation zone where you put the all the ideas written on post-ts.
= Workspace for swap sort ard fina resus
Step 3. Identify the criteria
Identity the eriteria that you are going tobe using to prioritize, These shoul be rlatwely few. Ona jst
fine. Trees ok. Fives rather lt.
Wie them on Postit notes and pu these into peioty order (use help section) using amin swap-sort.
Then reference these for every comparison exchange,
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Action
Step 4. Invite collaborators
If youhad a beainstorming Sesion aeady, you can continue to develop the ideas and concepts with the
some people or invite independent expert,
Use chat acini chat ifyou have Team or Pro account) if your eam works remy
Step 5. Pairwise swapping
Wie the items that you want to compare on Post notes. Shufle them so they are retin any Yeading
‘order then place them out ina ine (verticals often the best, though a horizontal ine ijustine)
Now take the fst to ems and compare them. the higher one ha vertical ering) Ismore
Important than the lawer ene then swap them.
Tren repeat this comparison and possible swap with the second pal, third pair and so on until you get
te the bottom. Put the result onthe right.aawxss
Dorit use color coding or posts ofiferent ice in onde to ova misunderstanding or wrong
rortzavon
Problem Solving Part 3. Step-by-Step Guide for Top-Down Tree in
RealtimeBoard
This partis devoted to the next problem solving tochnique - Top-down Tree. This method is based on
‘eee Dingram, Why. Why Diagram, Howtom Diagram and Process Decision Program Chat
Top-down tres are used to break problems down into cansttuent parts wit increasing levels of deal
and are useful when the problems eirly wall knonn at abroad level, but complex. So, this technique
works well when the nature ofthe problem is unknown and you nee to find more deals to solve
Top-down tre is wolstructured hat’ the cstncive feature ofthe method,
Short glossary
Node atre lement one postin our case)
Foot the starting node
The names of relationships between nodes are modeled after fly relations
— node's ‘parent's anode one sep hither inthe hierarchy (ser tothe rest node) and ying
‘onthe same branch. "Chilis lower than parent,
— *Sbling’ brother or‘sster)nodes share the same parentnode.
— Anode's "uncles are siblings ofthat node's parent
— Anode that's connected tal loner level nodes called an “ancestor. The connected loner-level
nodes are “descendants ofthe ancestor node,
How to Visualize Trees - Different Approaches
We consider five af them fr top-down trees top-down, star, comb, right to left and fishbone Take a
lool at them,Preparati
Step 1. Define the goal
First of al think about the problem you are tying to sole and invite the participants. As you can
remember from the prevous poss, we re trying to find out how to improve the app. The goal af his
brainstorming session wil be to define the key factors, which affect the app popularity among
Step 2. Make special sections on your board and prepare the questions
Use texto, shapes, cans and anything that wil hep yout visualize your sections onthe whiteboard,
You should have the following spaces:
= Help section withthe goal and questions.
Preparation zane where you put the all the ideas writen on posts
= Workspace for top-down ree and final results.
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‘Step 3. Write the key question on the root post it note
se the goal rom the fst step to identity problem. For example, In our case the problem may be
“people dom use our app for entertainmeni” Write the problem on a post: and place ton your
workspace. This willbe the root node, and allthe athe willbe chien. We have chosen the top-down
structure and pu the root rede on the top.
Action
Step 4. Define Children Nodes
‘Ask the questions from the help section to identify the children and write theron posts. You can
Inivaly pu tham on idea wal
Step 5. Link the nodes
Link the nodes (parents and children between each other and define familes. Now you willbe ableto
20 the whole ree structure,a 2)
Step 6. Check the whole tree
‘When you finn the work on your tee, check fie complete it anwers every question fram the help
section clear (rlationships betneen parents and chidren are obvious) and useful (helps to achieve the
Ina goa
‘analyze the results and add necessary commenisectsions,
'roblem Solving Part 4. Step-by-Step Guide for Information Map
RealtimeBoard
Wie have already revened 3 usful methods -Post-up, Swap Sort and Top-Down Tre, which re great
for generating ideas and prontzing ther, Now wo wil tak about information map. This method is
based on Relations Diagiam, Mind Maps, Enly-Relation Diagram and State-Tanstion Diagram.
How it works
Information map ic ussful when you need to find intarrelations between diferent elements. Use
Information map when you know ora leat suspect) that iferent elements have Interconnections
between eachother. This tools extremely useful during creative sessions when you have no strict
structure and need to connect the dos.
Information maps can retec nt althe posible interconnections, andin order to discover somehidéen
‘but important things you should act consequently asking the questions which willed tthe goa
Note that maps are not so walstrucured as trees
han you are building interrelation, consider some important points you can face wit
— chai of poz ts wth one arow between eoch node. This mane that the elements have taight
connection anf you excude the frstone, the las wll never happen.
— Boreneck fone posi has alot of Input arrows, and only few of output arms, this means you
hhavea so-called bottleneck hich potentially may cause incidents,
= Source. Postits which have onl output arrows are called sources these canbe information
sources suppliers etc)
= Stocs. hese are posts that have only input arrows (information stocks).Preparation
Step 1. Define the goal
First of al think about the problem you are tying to solve ad invite the participants. As you can
remember from the prevous posts, we are trying to find out how to improve the app. The goal af this
brainstorming sesion wil be to understand the connections between app updates growth of popular.
Step 2. Define the principles
at question wl yu use tind related elements? Note thatthe question should contain a verb, which
well describe the characteris of relations (Le. induce connect. prove etc). Our question Is "What
factors ffet the growth of app popularity”
Step 3. Make special sections on your board and prepare the questions
Use text tol, shapes, cans and anything that will hep yeu to visualize your sections onthe whiteboard,
You should have the folloning spaces:
= Help section withthe goal and questions.
~ Workspace where you putthe ll the ideas writen on pasties
= Zone for information map and fal results.
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‘Action
Step 4. Find the root post-it
Find the rect post rand put it in the center of your workspace. In our case the rot wil be ‘Growth of
‘pp popularity. Use ancther color or markup tools to make this post spacial and ible
Step 5. Find interrelations
Start asking questions to find from the Step 2to find the elated pieces of information, When you cllct
‘some, place them around your root post note,
‘Step 6. Repeat the previous step to find more post-its
Repeat the previous step to find more elated elements asking the question fom step 2. Place the new
elements around related posts Leave enough space between post ts oad links between them.
Step 7. Add arrows (links) to show the connections
‘When you are fished wh the posts, ad links between them use the Link tool onthe tools pane!
below. If you see that the elements don't have straight connection, but one affects another, use another‘ype ofthe link
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Step 8. Check the map
Check the whole map, review the connections correct f necessary and be ready to make disor.
Wl now afte we have raved for ultmately effective ways to use port notes for problem solving,
hope youare inspired enough to practice it and solve your problems using an endless celine
vtebaard Dont forget to invite your team and conduct a aLtime brainstorming session to make
your prablern sehing 100% effective
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