Anyone have a good wrap up or summarization method or template?
Action points, results of conversations, summarizations and other harvesting outputs.... it's good if it's all part of the live process.
I usually make an effort and plan the process of a workshop to have everything in Mural in a state that is sendable to the clients with a PDF export immediately after we finish. Sometimes it's not that easy, but usually it works out for me.
This is an interesting one and would say a hybrid approach compared to Kelex as I'm a professional coach and don't want to to do all the harvesting work for the client (consultant work) ...pdf export after the session is a must agree:))
We use Mural to run workshops, our clients have access to Mural on an ongoing basis for referencing. Following a workshop, we download some of the outputs from Mural and make posters for clients to use in the real world.
@Bernard Love the phrase "harvesting work"!
The creation of posters for clients is a great idea @Owen !
I'm having such difficulty with exporting to PDF on Mural at the minute. It's really putting a stint in doing this for clients
Download all Murals as PNG and send them to attendees converting them multipage Pdf:s. Process takes time as during some of the sessions we may create well over 10 murals per day.
I typically download it as a PDF to attach to an email after our workshop sessions. We also upload the PDFs to our client's Drive or Confluence pages for later reference and share the link in an accessible place. Our Murals tend to remain points of reference multiple times over the course of working with us so it's important to be easily searchable and accessible for our clients.
Usually I export the image and send it by email or upload it in the customer's Confluence server.
I extract the key points rom the board as separate images and put them into a short PPT and record a mini video to sum up. Clients like this and circulate to all attendees as an action and stimulus to continue. MURAL folk -this may be a cool function to allow a recording to be done for a board that will stick with the board.
I create a little video recap of the experience and create a pdf report for leaders to share.
@RNDESIGN - Love that idea! Please submit it to Feature Ideas 👀🧠⚡
Most of my clients have difficulty with large format .pdf or .png files, so we just screen grab sections and paste them into a PowerPoint, which is a commonly understood format for most of our clients. If we sequence it correctly, it is narrative that directs them to the next action. 😀
We usually seek to copy all additional material (e.g. Voting results) into the Mural and export as PDF. This requires some planning as @kelex pointed out, in order to show the process. Sometimes we also make screenshots of intermediate states, for example after a brainstorm session and before sorting and aggregating content in order not to lose any idea. But I also love the ideas from @RNDESIGN and @iva. Little video is fancy and certainly getting noticed. We are also are testing direct embedding in wiki pages. This does not always work, dependent on security aspects on site, but when it does, it's great.
Because we come from a on-site-workshop culture with lots of photos and powerpoint slides after a workshop, I set the board to "view only" and make a copy of it to allow the team to continue working on it or vice versa.
Then I export the board as PDF and PNG and copy all of the relevant stickies' contents to an Excel list (yes, old school, but helpful for many to collect the contents and process it further). Sometimes I also create a short slide deck with screenshots of the mural and some additional information about the methods used (e.g. "persona - how does it work?") and I like to share the usually very positive feedback from "I like, I wish" about the workshop with the one who asked for the workshop.
As you can see, this is very traditional and very close to the documentation of an on-site workshop. This is still a long road until people will just want the link to the mural and keep on working on it. Currently I think, this "snapshot" approach is required to save the results of a specific session and to make it easier to "see" the results.
This varies a lot on how my service or project collaboration is set-up.
But I normally - an no extra effort (costs)
Optional - I prepare post-event summaries that can vary from
ALWAYS - after the workshop 'I send the client' an INVOICE for my services :)
Thank you @jfrumau for sharing, esp. for the LOOM hint. I've not known that one yet :-)
And great to know that your customers "take over" the Mural after the workshop and that they might work with it afterwards. Great!
Hi all and OP @stefanviragh, we usually create a last step on the flow wich becames a resume.
Then we order a little bit the messy stuff to be presented to other stakeholders that haven't participated to the workshop.
We also document as a resume of all that happened during the sessions and the conclusions.
We provide all of this to the client:
We also tend to 'clean up' the Mural a bit and send it out as a PDF (having spent ample amounts of time designing the board beforehand, so we're able to do this fairly quickly afterwards).
We've also found it really helpful to keep the boards open for participants to access for a defined amount of time afterwards and only then sending the PDF. This allows them to integrate their new learnings/thoughts and throw some new ideas on there after a good night's sleep (or 2).