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StrategyIntermediate

Customer, Employee, Shareholder

The 'Customer, Employee, Shareholder' method encourages participants to envision a business's future from different stakeholder perspectives. By adopting these roles, participants explore potential future scenarios and identify new strategic opportunities.

Duration
1h–3h
Group size
1–10 people
Materials
Paper, Markers

How to run it

  1. 1

    Divide participants into three groups, each representing Customers, Employees, and Shareholders.

  2. 2

    Instruct each group to envision and discuss the business's future five years from now, focusing on their assigned perspective.

  3. 3

    Ask each group to illustrate their vision through drawings or diagrams.

  4. 4

    Have each group present their vision to the others.

  5. 5

    Facilitate a discussion to identify common themes and new possibilities.

  6. 6

    Document these insights and discuss potential next steps.

Tips

  • Encourage participants to fully immerse themselves in their roles to extract genuine insights.

  • Allow for role rotation if time permits, to broaden perspectives.

  • Ensure all ideas are captured for further exploration.

Variations

To deepen the exercise, introduce additional stakeholder roles such as suppliers or community members. Alternatively, focus solely on one perspective to explore it in greater depth.

Where it fits

Strategic planning sessionsCorporate vision workshopsStakeholder engagement initiatives
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Method descriptions on Workshop Weaver are original content written by our team, based on established facilitation practices. This method was inspired by work from Gamestorming.

Customer, Employee, Shareholder — Facilitation Method | Workshop Weaver