This deck provides an overview of the Conteneo Weave platform. It explains the core underlying concepts and such things as guest lists, forums, galas and basic operations within the system.

1. Conteneo Weave System Overview
Version 2.0
Idea Engine Decision Engine

2. Objectives
As a Producer and/or Facilitator using Weave,
I want to understand the basic
structure of the system
so that I know how it can be used effectively to
help teams collaborate.

3. Agenda
• Our Purpose!
• Collaboration Engines
• Structure of the System
• Roles and Responsibilities
• Online Collaboration Flow
• Guest Lists and Ways to Engage
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4. Our Purpose
4
We believe that collaborating teams are the
world’s best hope for solving the problems we face.
We believe the right frameworks
dramatically improve collaboration outcomes.
We create platforms that enable you to build and
leverage multidimensional collaboration frameworks.

5. Frameworks:
Tools for Designers, Agilists,
PMs/Pos & Other Knowledge Workers
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6. What is a Framework
• A framework is a tool that enables knowledge
workers to perform their jobs. Frameworks
• Solve a problem.
• Fit into a process.
• Scale for both in-person and online use.
• Can be used individually, in a team and across teams.
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Prune the Future
Develop product/service roadmaps
Speed Boat / Sail Boat
Conduct scalable retrospectives

7. Framework Time Horizons & Frequency
We use frameworks at different “levels” of
abstraction and different time horizons.
Daily
Sprint
Strategy
Portfolio
Product
Release
Leader
PM
Dev
Team
Years
Quarters to Months
Weeks
Episodic
Continuous
Glue
Tactics
Strategy
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8. Frameworks Drive Modern Business!
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Design Thinking
Lean Canvas
Business Model
Canvas
Lean Startup Participatory
Budgeting
Empathy Map (from Cisco)

9. Frameworks Are Often Categorized
9

10. The Benefits of Frameworks
Frameworks… Here’s How…
Improve decision-making Frameworks provide a clear structure to problem
solving.
Enable efficient collaboration Frameworks create shared mental models.
Solve increasingly complex
problems
No one framework can meet all needs – for
example, Scrum doesn’t provide a framework for
strategic planning (e.g., no roadmap).
Leverage wisdom and
experience
High-impact frameworks are retained and low-
impact frameworks are discarded.
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Scrum Value
Proposition
Canvas
Design
Thinking

11. Sample Applications
11
Agility
Managing distributed
Agile teams
Prioritizing work
42 Scrum Team
Retrospective
Innovation
Identifying new
opportunities
Developing and
selecting ideas
Enterprise
Innovation
Design
Thinking
Promote design thinking
through real-time,
scalable collaboration
Design Thinking
Throughout Cisco

12. Sample Applications
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Portfolio
Developing and
prioritizing project
portfolios
$55M Project
Portfolio Prioritization
Portfolio
Developing and
prioritizing CapEx
portfolios.
$2B, 10-yr CapEx
Portfolio Prioritization
Strategy
Creating and assessing
strategic options
Developing product and
service roadmaps
EUR181M
Strategic Project
Portfolio Prioritization

13. Weave:
The Platform for
Framework-Driven Collaboration
13

14. Idea Engine
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Idea Engine enables organizations to
use the power of visual metaphors
and visual thinking to structure
collaboration.
Plan Growth Product Portfolio Roadmapping Improve Processes
SpeedboatPrune the Product Tree Roadmap Canvas

15. Decision Engine
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Decision Engine enables teams to decide how to allocate
resources / budgets through a scalable virtual market
Feature
Prioritization
Resource
Allocation
Portfolio
Prioritization
Participatory
Budgeting
Buy a Feature Resource Allocator
We Commit!
Budget GamesBuy a Project

16. Under the Covers: Key Differentiators
16
Teams do the work!
We scale through teams.
We control access
through guest lists.
Facilitators are helpful
but not always required.
All events recorded for analysis.
Localized to: German, French, Spanish

17. System Structure

18. Conteneo Weave Conceptual Model
Idea
Engine
Decision
EngineEngines
Collaboration engines embody the
rules and interaction models of a
specific kind of collaboration.
Shared Services Login, passwords, certifications, etc.
Frameworks
A framework is the starting point of
the forum.
You will leverage existing frameworks
or create new ones by supplying
content and/or tailoring them for use
A forum is an actively engaged
framework.Forum
Forum Results
Each forum produces a unique result
for analysis.Collectively, we call
the frameworks,
the forums, and the
forum results
“Collaboration
Artifacts”.

19. Each team started with the same framework.
Every Forum Produces a Unique Result
This is a Speed Boat
framework that was used for
a multi-team project
retrospective.
Each team produced a unique result.
We produced four forums,
each producing a unique
result.
Each forum has a
unique 9-digit code.
This 9-digit code is
what participants use
to join the forum.

20. Scrum Alliance Example
The Scrum Alliance used Prune
the Product Tree to capture
ideas on how to grow the
Scrum Alliance. Note that the
framework was tailored to
include pre-placed apples.
• 5 Forums
• 35 participants
• 100 potential apples
• 81 unique apples
• Each forum lasted about ~1 hour

21. System Design Question
Once a specific framework has been engaged as a
forum that specific framework is “locked” and
cannot be edited.
Why?
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22. Analyzing Results
Forum results are
downloaded into Excel
for post processing.
1. Analyze for patterns
and trends
2. Identify specific
actions
3. Prepare for additional
forums.
We will show you how to create forums
that make post-processing results fast
and efficient.
Prune the Future Trees from a
project Conteneo produced
for the Scrum Alliance.

23. Let’s Explore How
These Concepts are Expressed
Guided Tour of Weave

24. Let’s Explore How
These Concepts are Expressed
Guided Tour of Weave
Weave Dashboard

25. Frameworks Library
26

26. Framework Cards
27
Start an Instant Forum
Schedule a Future
Forum
View Framework Info
View More Options
Publicly Available

27. Roles and Responsibilities

28. PRODUCER
A Producer is the person who
chooses one or more
frameworks to solve a
problem or answer a
question, assembles
facilitators and participants,
and manages the overall
process.
Producers and Facilitators
29
Facilitator
FACILITATOR
A facilitator is a person who
assists a group of people
using a framework to solve a
problem in a forum.
Facilitators should know the
framework and practice good
facilitation techniques.
Often, the Producer and the Facilitator are the same person

29. When you have a small number of
forums the Producer and the
Facilitator are usually the SAME
person.
Ming is a Product Manager who
wants to prioritize features with 18
key customers.
Sanjeev is a Scrum Master who
wants to run a Speed Boat
retrospective.
Producers and Facilitators
30
Producer:
Ming
Facilitator
When you have a large number of
forums the Producer will use
multiple Facilitators.
Joe is a Product Manager who
wants to prioritize features with 80
key customers (10 Forums). Joe
wants to reduce facilitation bias so
he assembles a team of 3
facilitators.
Facilitator:
Ming
Producer:
Joe
Joe Kim
Sally
Mark
John

30. Role-Based Workflow
Planning Forum Forum Active Post-Processing
Producer/Facilitator
Musthaveaccountsinplatform
 Selects and tailors the
frameworks
 Creates the forums
 Defines the guest list
 Invites the participants
 Manages facilitators
 Opens the lobby
 Starts the forum
 Ends the forum
 Downloads and analyzes
results
 Prepares reports
 Helps organization take
action!
Participant
DoNOTneed
accounts
 Schedules time for forum
 Prepares for forum per
Producer instructions
 Collaborates with
other participants to
realize the goals
defined
Participants are not typically
involved in the post-
processing of forum results.

31. A Participant’s View

32. Regions
Selected Region
Items are optionally
contained within regions
Central Question
Idea Engine Board View

33. 34
Listing of all items
in the forum
Note they are
organized by Regions
Edit Items
Here
Idea Engine List View

34. Chat area for
participants
Items
Empty slots are used for
participants who might come
after the forum starts
Area for participants to
make bids & purchases
Facilitator controls – only
shown to Facilitators
Decision Engine Board View
Items can be added
during the Forum
Items can be edited
during the Forum

35. Visibility and Access Settings

36. Artifact Visibility
Frameworks and Forums have public or private
visibility.
37
Private is the default Option!
Forum Result
Public
Anyone can see this result.
Private
Only the people the Producer
designates can see the results
of the forum.
Framework
Public
Anyone can use a public framework
as the foundation for their own
forums.
Not presently supported.
Supported and
fairly common
Private
Only the Producer can see this
framework. Facilitators and
Participants specified by the
Producer can see the framework
during the forum.
Impossible – Why? Most Common!

37. A Forum is a Framework in Action

38. 39

39. Who Participates: The Guest List

40. The Guest List
• The Guest list determines who is eligible to participate.
Individual emails have reserved slots.
Domain names fill empty slots.
• The Excluded List determines who is prohibited from
joining.

41. Guest and Access Settings
Give your guests
Info Access Or Results Access

42. Let’s Try It Out
Mathias is a Product Owner working for
Rackspace wants to prioritize a list of features
using Buy a Feature with his internal team.
He wants their feedback AND he wants to test the
framework content before trying it with
customers.
He configures his guest list with the email domain
rackspace.com.
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43. Forum Entry Flow
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Participants who match
Guest list criteria are placed
into the lobby, a gathering
area before the forum.
Participants request entry to
the forum by entering their
credentials into the “front
door” of the Lobby
Participants are moved from the
Lobby into the Forum once the
Forum begins.

44. Processing Sequence for Forums
45
No Forum!
Claire Is Claire’s
specific
email on
the
blacklist?
Is Claire’s
specific
email on
the
guestlist?
No
Place
Claire in
a
reserved
slot
Is Claire’s
email
domain
on the
blacklist?
No
Yes
Is Claire’s
email
domain
on the
guestlist?
No
Yes
Place Claire in the
waitlist where the
facilitator will
decide Claire’s fate.
No
Yes
Yes
claire@rackspace.com
claire@rackspace.com
rackspace.com
rackspace.com
Yes
No

45. Reviewing the Scheme
Are there any challenges with this approach?
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46. Authenticating Users
You can require that participants authenticate their access
to a forum. In this mode, the system will send an email to
the player with an authorization code. This authorization
code is used to enter the forum and confirms the player
has a valid email address.

47. Scenario 1
A PM wants to prioritize 18 features with
anyone, but they want to be certain that the
people who are playing are “real” people.
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Nature of the Problem Prioritization / Convergence
Recommended
Framework
Buy a Feature
Forum or Gala Use a Forum if you want specific questions / conversations.
Use a Gala if you want to play lots of forums.
Duration Probably a timed stop forum.
Guest List Attributes Require Authentication On
Guest List Default: Everyone
Excluded List Default: Nobody

48. Scenario 2
A PM wants to prioritize 18 features with a specific
group of customers. They do not care if customers play
together from different companies, but they want to
make certain ONLY specific companies are included.
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Nature of the Problem Prioritization / Convergence
Recommended
Framework
Buy a Feature
Forum or Gala Use a Forum if you want specific questions / conversations.
Use a Gala if you want to play lots of forums.
Duration Probably a timed stop forum.
Guest List Attributes Require Authentication On
Guest List List the domains of the
companies you want included
Excluded List Default: Nobody

49. Scenario 3
A Project Manager in the IT team wants to prioritize a list
of 17 projects with a group of 200 employees while
excluding contractors.
50
Nature of the Problem Prioritization / Convergence
Recommended
Framework
Buy a Feature
Forum or Gala Use a Forum if you want specific questions / conversations.
Use a Gala if you want to play lots of forums.
Duration Probably a timed stop forum.
Guest List Attributes Require Authentication On
Guest List List the domain of the company.
Excluded List List the specific email addresses
of the contractors to exclude.

50. Auto Join!
Facilitators can choose to turn Auto-Join On. This
automatically allows participants who meet the guest
list criteria to join the forum.
Why do you need this?
Suppose you start a forum at 09:00 and you want to
run it for 3 days. You don’t want to have to “approve”
every player for entry when you’re asleep!
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51. Processing Rules for Auto-Join Setting
Guest List Auto-Join
Setting
Behavior for a Party
Facilitated!
Behavior for a Gala
No Facilitator!
Empty
ON JOIN JOIN
OFF Prompt Facilitator Not Possible
On “White” List ON JOIN JOIN
OFF Prompt Facilitator Not Possible
On “Black” List ON DENY DENY
OFF DENY Not Possible
On “Gray List” ON Prompt Facilitator DENY
OFF Prompt Facilitator Not Possible
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52. Additional Guest List Notes!
Producers are responsible for sending the forum
details (such as when it starts) to their
participants.
Updates and/or Edits to Guest Lists and Forum
scheduling details must be distributed to
participants.
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53. How Long it Lasts: Forum Duration

54. 55
Forum Duration
Specify the name of your Forum
and when you want it to start
You can facilitate the forum or you
can specify a third-party facilitator
Specify the guest list
Specify when
the lobby opens
Specify the duration
Specify the Access level
for your guests
Click Schedule
Forum
Third party
facilitators must
have accounts
The forum will run until stopped by
the Facilitator or the Producer.
Yes, a forum could run for weeks!
The forum stops when time runs out.

55. Choosing a Forum Duration
Manual Stop
• Useful when you want a forum
to run indefinitely:
• Team Retrospectives
• Project Prioritization
• Weekly sales pipeline review
• CAN be stopped from the
project organizer
• CAN be continued
• Be careful: Results may change
after they’re downloaded
Timed Stop
• Useful when you want a
forum to stop:
• Market Research
• Feature Prioritization
• Creating a sense of urgency
• CAN be stopped from the
project organizer
• CANNOT be continued
• Results will not change after
they’re downloaded
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56. Forum Operations

57. Managing your Dashboard
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Play / Join Forum
Starts a Party OR rejoins the Forum.
Stop Forum
Edit Forum
Resume Forum
View Forum Results
You can view the results of a
Forum at any time: While it is
running or when it is completed.
Note: Results may change if
forums are running.

58. Summary of Concepts
Concept Definition
Idea Engine Idea Engine uses the power of visual metaphors and visual
thinking (vizthink) to structure collaboration.
Decision Engine Conteneo’s Decision Engine enables teams, customers and
partners to collaboratively reach decisions on priorities by
participating in a scalable virtual market.
Projects A means to organize your work.
Framework A means to structure collaboration
Forum A framework being actively used / engaged.
Forum Results The results of the forum.
Guest List The people allowed to participate.
Facilitator People who manage the forum.
Galas A collection of forums that may or may not have a facilitator.

59. 61
Conteneo, Inc.
1296 Kifer Rd., Suite 601
Sunnyvale, CA 94087
Please visit us at www.conteneo.co!