How Summit works
Make your organization ready to profit from the benefits of Open strategizing
Learn how you can apply Summit in your organization
- Gather the collective knowledge of your team, organization and network
- Create a common understanding with your team or peer-group
- Build a shared foundation for future strategy and action
Let's get started together
Are you moderator or participant?
You have heard about Bluetools Summit but don’t know why you should use it. Then this section is for you. Choose your role and learn what you can expect from Summit.
Guide your organization intuitively towards clarity about your strategy
- Set up the topics and dimensions to structure the discussion according to your needs
- Invite participants to the platform and manage the collective interaction
- Analyze the summarized results generated on the dashboard
- Share the dashboard with participants and use the results as a foundation for further strategy work
Why you want to use Summit
Pick the brains of your people
Learn from the experiences and expertise of your employees and partners
Get Feedback from your peer-Group
Mirror your strategic thinking with the circle of people relevant for you
Shape a collective Understanding
Create orientation for people by creating a shared understanding of the situation and a collective vision for the future
Create an effective strategy
Get insights from everyone as a data foundation for further analysis and strategic planning
How does your experience with Summit look like?
You want to use Summit for your project but aren’t sure what exactly you can expect. In the following you see how the process with Summit will typically look like.
Define Topics & Dimensions
The solution guides you to define the relevant topics you want to discuss.
Invite participants
Get their inputs & ideas on the relevant topics for you.
Facilitate the interaction
Input, evaluate, and comment on topics collaboratively and effectively.
Analyze Results
Review results for shared sense-making, understanding, and vision clarification.
The Elements you will get to know
Getting involved with Bluetools Summit might gets you in contact with different elements that you haven’t encountered in the strategy process before. Therefore, the most important ones are quickly explained here.
Topics
Topics are the different subjects and matters about which you would like some input from the participants.
Dimensions
Dimensions describe different categories of an underlying framework you can use to further classify posts.
Posts
Posts are the inputs that participants contribute to the discussion. All posts are created within a specific topic.
Evaluations
With an evaluation the participants indicate, if they agree or disagree with a post as a answer to a given topic. Individual evaluations are aggregated to the overall evaluation of the post.
Comments
Comments are reaction of participants to posts. Participants have the possibility to comment posts and also to reply on comments of others - thereby igniting discussions.
Frequently asked questions
You have started using Bluetools Summit and new questions came up. Here is a list of questions other facilitators had as well. If you do not find the answer to your question here, send us your question directly and we will reach out to you as soon as possible.
Opening up the strategy process to broader cirlces of employees and external stakeholders can be scary. Therefore we encourage you to take a gradual approach – testing it in smaller parts of your organization.
Within the tool the space for topic titles and descriptions is very limited. This is to ensure that you as a facilitator choose very clear and simple terms.
Topic title: Find simple terms as topic titles. They should provide participants with a clear idea about the matter you are talking about. Examples could be “Values”, “Strengths”, “Opportunities” etc.
Topic description: This space is thought to very briefly guide the participants in the task. This is not the space to include lengthy explanations about the topic or the project. Just include shortly what you expect of the participants in this topic. An example could be “List all trends in the environment that have an effect on the organization”.
It’s important that facilitators share a clear briefing of the project to the participants.
Unfortunately, at the moment this functionality is not integrated in the tool yet. Therefore, we recommend to share a detailed briefing in an invitation mail – together with the registration link.
Topics are the different matters and subjects that you would like to discuss with the participants. Examples could be the “values” of the organization or “trends” that are perceived in the environment.
Dimensions on the other hand are a second possibility to classify posts. We understand dimensions as different perspectives, from which a post can be looked at. For example, posts can concern the “value creation” for customers of the organization or they can affect the “leadership style” of the organization – or both.
It is important to note that dimensions are the same for all topics. Basically, by using dimensions you can provide a further framework for analysis.
Learn how you can participate in Summit
- You have been invited with a link to participate in a Bluetools Summit project
- You want to contribute your inputs to the discussion
- Register and access the collaboration platform
- Contribute inputs, comment others’ inputs and evaluate the inputs
- Ask for feedback and contribute to decisions
Why contribute to Summit
Get your voice heard
Onboard your team members and stakeholders
Orient yourself
Get their inputs & ideas on the relevant topics for you
Co-Create the future of the organization
Let the users rate the importance of the inputs
What you can expect
You want to use Summit for your project but aren’t sure what exactly you can expect. In the following you see how the process with Summit will typically look like.
Reflect topics
Familiarize yourself with the topics that are being discussed.
Create own posts
Post your inputs for each of the topics and let the others know what you think.
Comment & Discuss
Share your opinion and questions regarding the inputs of others.
Evaluate others posts
Evaluate the existing posts if you agree or disagree with the posts contributed by everyone.
The Elements you will get to know
Getting involved with Bluetools Summit might gets you in contact with different elements that you haven’t encountered in the strategy process before. Therefore, the most important ones are quickly explained here.
Topics
Topics are the different subjects and matters about which you would like some input from the participants.
Posts
Posts are the inputs that participants contribute to the discussion. All posts are created within a specific topic.
Evaluations
With an evaluation the participants indicate, if they agree or disagree with a post as a answer to a given topic. Individual evaluations are aggregated to the overall evaluation of the post.
Comments
Comments are reaction of participants to posts. Participants have the possibility to comment posts and also to reply on comments of others - thereby igniting discussions.
Frequently asked questions
You have started using Bluetools Summit and new questions came up. Here is a list of questions other facilitators had as well. If you do not find the answer to your question here, send us your question directly and we will reach out to you as soon as possible.
The post title should be as short as possible (ideally 1-3 words) but still clear enough to be understandable for other participants.
While you can add detailed information in the post description, the post title should be specific enough that others can evaluate it.
This is a balance and we encourage you to just try and learn from experience.
The button to access the dashboard is located on the top bar.
However, the access for participants has to be activated by the moderator.
In case you don’t find the “Dashboard” button on the top bar, please contact the moderator to ask for access.
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