ThinkTank Leader Training Module 1



ThinkTank is a cloud-based digital engagement system that empowers leaders of critical projects and initiatives to drive amazing outcomes from teams, while obtaining essential stateholder alignment and buy-in.


ThinkTank helps leaders:

  • Engage clients and distributed team members via secure and private ThinkSpaces
  • Turn on/off anonymity resulting in more ideas and feedback from participants who may previously not have participated or shared their "truth"
  • Host client presentations and capture real-time input
  • Use best practice templates and activity management to guide the project team through critical stakeholder engagement steps with flexibility for Leaders to update sessions on the fly
  • Engage distributed team members in live sessions or asynchronously while revisiting and reusing ThinkSpace sessions as often as desired
  • Create actionable session and project reports in Word, Excel and HTML
  • Enable participation via laptops, tablets, or mobile phones



By the end of this module you will

  • Create your own ThinkTank sessions
  • Invite participants
  • Add activities to your agenda
  • Categorize results and move across assessments
  • Record decisions or plans in a matrix
  • Export your results into word or excel

This module takes approximately 1 hour to complete.

After this module, you will move onto Module 2, which is a use case specific exercise.





Step 1 - Get familiar with leading a ThinkTank session

As a ThinkTank leader you will now setup your own ThinkTank session which you can invite participants to attend.

  1. Log into your ThinkTank training environment using your account details
  2. Create a new session in ThinkTank on the top right hand corner using the + icon and give it a name and a simple passkey
  3. Get familiar with the main items for ThinkTank
    • Designer tab - lists all of the activities that are used create a ThinkTank session
    • Navigation - Lists all of your planned activities for your ThinkTank session
    • Visibility dot - The green dot allows a leader to turn the visibility of features on or off for participants
    • Magnet button - Allows leaders to 'drag' participants to a certain activity or partof an activity
  4. Create a unique email invitations by clicking the Invite button at the top of the navigation bar
  5. Invite yourself as a guest using a separate web browser or 'private' browser tab. Use a different email address such as
  6. See the difference between a Leader view and a Thinker view with the images below








Step 2 - Create your first custom crowdsource

In this section, you will create a crowdsource to allow a large group of people to anonymously type in their responses and as a group you will enable them to 'crowd- sort' the answers


  1. In the Designer tab, select the Custom Crowdsource and drag it into the Navigation tab under Agenda
  2. Rename (double click) the activity in the navigation tab to 'Your Vacation Home'
  3. Rename (double click) the Questions column to Category and click off the green dot for the column and the input box
  4. Delete all of the content and add the question to the category column "Where do you want your vacation home to be?"
  5. As a participant add a group of locations to emulate crowdsourcing
  6. In the Category column add the categories "City, Beach, Nature and Other" and then indent
  7. You can now Crowd-Sort the responses in to their countries. You can ask participants to do this as a way to speed up the process. Fastest finger first!


You can paste content from another app such as Excel by using the Special Paste icon and select Paste from another application


Crowdsource Activity Video


Step 3 - Vote on the top 3 additions


In this section, you will copy a category of the previous crowdsourced answers and setup a vote to determine the top 3

    1. In the Designer tab, select Custom Assessment and drag it to the Agenda
    2. Rename the activity to 'Pick your top 3' and change the column settings to a Check Box and set the allocation to 3
    3. Test the activity by selecting 3 and voting. Sort the results to see the top 3 checked


Pick your top 3 video



Step 4 - Assess the top 3 by two dimensions


In this section, you will use your top 3 results and create a two dimension assessment to map the results on a heat map

  1. In the Designer Tab, select Custom Assessment and drag it to the Agenda
  2. Rename the activity to 'Cost vs Fun'
  3. Change the column to 'Point Range' and rename it to 'Cost'
  4. Change the description of the column to '1= Expensive, 5 = Cheap'
  5. Add a second column and rename it to 'Fun' with the description '1 = Least, 5 =Most'
  6. Using the top 3 results from the previous activity, highlight the results and drag them into your 'Cost vs Fun' activity on the navigation panel
  7. Vote on the results as a test
  8. In the results, add an additional tab and select Heat Map in the dropdown
  9. Change the background image to Red-Green
  10. View the results to see the least Cost vs most Fun result


Cost vs Fun Assessment Video


Step 5 - Create an action plan and report

In this section, you will take your top result and create an action plan on a matrix. A matrix activity is perfect for structured tabular data like a plan.

  1. In the Designer tab select Custom Matrix and rename it to "Plan"
  2. Add columns for Date to visit (date), Owner (text) and Status (Single Select "Booked or Not Booked")
  3. Drag the top result from the previous Cost vs Fun activity across and fill in the details
  4. In the top right hand corner select your Initials and choose Session Report
  5. Submit the report into Word or Excel and download the results


Matrix & Report Video




You have now completed the first module of ThinkTank leader training


Continue to test and discover other ThinkTank features, such as:

  • Turning on and off anonymity
  • Logging into a separate browser to practice, and better understand and envision the participant experience.

For more information about ThinkTank features go to the Success Center.

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