When working with a large customer on prioritizing their product development portfolio we found that their Corporate Social Responsibility team was also facing a significant challenges in getting their employees engaged in selecting potential program grants. This deck shows how you can easily adapt the Innovation Game Buy a Feature, powered via the online collaboration engine Decision Engine, to engage ALL of your employees in selecting projects for funding in your CSR portfolio.

1. www.conteneo.co
How to Prioritize a
CSR Grant Portfolio
Using The Conteneo Decision Engine
Version 1.0

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Let’s Prioritize Our Grants
What do you have? A set of great grant ideas that probably cost more than your
budget. You need to prioritize!
What do you want? A way to select the grants you’re going to fund that is
engaging and helps your team build consensus.
How will you do this? This deck will show you how! Here is an overview:
1) You will load your grants into the Conteneo Engine.
2) You will conduct forums with stakeholders.
A forum is an online session in which 4 to 8 stakeholders
work together for about one hour to prioritize a set of
grants using available funds.
3) The results of the forums will reveal your priorities!
The end of this file contains a one page
overview of the frameworks that you can
distribute as a reference to participants.

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If You’re Into Agile…
As a Volunteer in the Adobe CSR team
I want to engage my fellow employees in selecting
the grants we want to fund
so that we can fund the grants we feel serve our
community the best!

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Agenda
• The Conteneo Decision Engine
• Preparing Your Grant Portfolio
• Creating Your Conteneo Decision Engine Account
• Uploading Your Grant Portfolio
• Scheduling a Single Forum
• Facilitating a Forum
• Analyzing Results
• Scheduling a Large Number of Forums
• Managing a Large Number of Grants
• Case Studies
• One Page Reference
• Getting Help / FAQ
4

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The Conteneo Decision Engine
This section provides an overview of the
Conteneo Decision Engine and how it
supports participatory budgeting.

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What is the Decision Engine?
The Conteneo Decision Engine
is an online participatory
budgeting platform.
• Common uses include:
• Helping product teams prioritize feature.
• Helping communities allocate city budgets.
• Helping portfolio teams manage project portfolios.
• Helping CSR teams determine grant recipients.
That’s what this deck is all about!
6

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Decision Engine Structure
1. A group of 5 to 8 participants
is given a list of up to 20 grants
and the available grant budget.
2. Each participant is given an equal portion of the
total grant budget (e.g., if the total budget is
$240K and you have 8 players, each participant
is given $30K).
3. Participants work together to fund the grants
they think are most deserving of funding.
Have more than 20 grants?
We’ll cover that later in this
presentation. For now, just
focus on up to 20 grants.

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Here is How it Looks Online
A Decision Engine
forum has three main
sections:
1. Chat area
2. Participants
3. Grants and bids
The rest of this deck
will show you how to
create your own
Decision Engine
Forums!
8
1
2
3
More than 22 grants? Scroll down.

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Forum Results
1. …
2. …
3. …
4. …
A list of
funded grants.
The reasons
behind the
funding.
Feedback that
shapes and
improves the
grants.
Each forum starts with the same
grant data and budget and
produces a unique result that you
can analyze.
Forum data is stored in your
account. Each forum is
referenced through a
unique 9-digit code.

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Preparing Your Grant Portfolio
This goal prepares your portfolio for
uploading into the Decision Engine.
10

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Preparing Grants for Decision Engine
11
Name Description Benefits Price URL
Cool the Earth
Inc.
The project consists of two
elements; the Schools
Program and Game for
Change: Koda Quest.
Game for Change: Koda Quest will pioneer
a new field of using gaming apps to bring
about positive real-world action such as
reducing household energy consumption,
conserving resources, and encouraging
civic engagement.
10,000https://www.cooltheearth.org/
Edgewood
Center for
Children and
Families
Edgewood serves vulnerable
children and youth up to the
age of 25 and their families,
many of whom are
members of San Francisco's
most deeply marginalized
communities.
Every Thursday the agency's Food Bank
distributes 70 boxes of food, including 20
home deliveries to caregivers who face
various challenges. Edgewood also offers a
bimonthly "Eating Well for Healthy Living"
group in which caregivers learn how to
prepare the food they have just received.
Recipes and health information are
included in the food boxes and soup is
often served.
20,000http://www.edgewood.org/
Using the example Excel file, prepare
your grant portfolio for uploading into
Decision Engine. Uploading your data
creates a Decision Engine framework!
Short names
work best.
What is the
program?
Who does it
benefit? How?
What is the
funding level?
Where can I
learn more?
Don’t change the headers –
Decision Engine uses them in
the import process ;-).

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Creating Your Decision Engine Account
Decision Engine accounts are required for Facilitators.
Decision Engine accounts are NOT required for Participants.
12

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Creating Your Account
1. Goto: https://innovationgames.com/a/adobe.
2. Enter your name and adobe.com email address.
3. The system will send you a confirmation email.
4. Click on the link in the confirmation email to set
your password.
You’re all set! Now let’s show you how to use the
system!
13

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Folders and the Project Organizer
Folders
These contain frameworks
and forum results.
Framework Details Your
uploaded grant data will
become a framework!
Forum Results
Each forum you
create will have a
unique 9-digit
code.
Frameworks

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My Forums & Community Forums
The My Forums tab shows the
frameworks and forums you have
created. You can filter by Private Forums
or Public Forums (these are frameworks
and forums you’ve shared).
The Community tab shows the
collaboration artifacts other users have
created. You can filter by “All Forums” in
the system (a lot!) or just the Forums
You’ve Run.
You will not be using
Community
Frameworks or Forums
in this project

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The Special My Forums Folder
16
My Forums is a system defined folder. It
cannot be deleted.
It provides a convenient starting place to
store collaboration artifacts.

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Other Parts of User Interface
Hopefully, these do
what you expect!
Shows your
certification
belt status.
How to manage
your account,
change your
avatar, manage
passwords, etc.
Provides immediate
access to a library of
pre-configured visual
collaboration
frameworks.

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Task: Upload Your Avatar Photo
Research has shown that participants respond
better to facilitators who have smiling photos.
Take a moment now to upload a nice photo of
yourself!
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Project Organizer Toolbar
View
Results
Export results to
Excel
Edit a
framework.
Clone (Copy)
a framework
Schedule
a Party
Schedule a Gala
Decision Engine
Only
Start
selected
forum
Add a
new
folder
Delete a
collaboration
artifact
Create a new
Idea Engine or
Decision
Engine
Framework

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Uploading Your Grant Portfolio
We’ll learn how to create a folder
and upload your grant portfolio!
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Step 1: Create a Project Folder
Click on the “New
Folder” Icon
Type in the name of your folder.
We recommend something like
“Lehi CSR Grant Project”.

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Type in the name and
description of your framework.
You will want to keep your
framework and results
private.
Specify your currency
symbol and where it is
placed.
You can ignore this!
Step 2: Upload Your Grant Data
Upload your Grant Portfolio.

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You’re Ready for Forums!
23
When click “Save” you’ll be taken
back to the Project Organizer.
Your framework is ready!
These are the toolbar buttons
that start and schedule forums.
Click on the “Instant Start” button.
This puts you immediately into a forum.
It will give you a sense of how your forum looks.
Normally, you will schedule a
forum – we’ll cover that later.

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The DE Interface in More Detail!
24
This is the forum URL you
can share with participants.
Decision Engine creates a set of
“slots” that represent placeholders for
participants. Each slot gets an even
portion of the total budget. Removing
unused slots will redistribute the
money to the remaining participants.
By default, participants get 40% of the
total cost of the items. You will change
this default in the forums you facilitate to
represent your actual CSR budget.
This example is drawn from a market research project
in which Conteneo asked our customers to prioritize
potential features for a future release of our software.
You will see your grant portfolio here.

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Decision Engine creates a set of
“slots” that represent
placeholders for participants. Each
slot gets an even portion of the
total budget. Removing unused
slots will redistribute the money
to the remaining participants.
• Participants can be added to
an empty slot and empty slots
can be removed at any time.
• All chat is saved, both public
chats to the group and
whispers between participants
• Invite others by sharing the
forum URL.
Details on a Forum Session
Enter chat
everyone
sees here
Whisper
private
chats here
Funded grants are highlighted.
Players can change their bids,
and the funded status at any
time.
Lock the forum so others
cannot join automatically
Eliminate empty
participant slots and
redistribute funds
Forum ID and
URL for easy
sharing
25
By default, participants get 40% of
the total cost of the grants. You will
change this default in the forums you
facilitate to represent your actual
CSR budget.

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More Information Through Tool Tips
26
Participants can hover over a
grant to get more
information.
Grants with hyperlinks
will open a new
window.

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More Information Through the Items List
27
Click on the detail tab to
get a full list of all grants
within the forum.

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Scheduling a Single Forum
Think of an online forum like a dinner party: You’re
the host and the participants are your guests!
28
Click on this
icon to
schedule a
forum.

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Schedule a Forum
29
Give your forum a
unique, descriptive
name that will help
you identify this
particular instance
later.
Set your date/time and time
zone for the scheduled start
of your forum.

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Create a Forum
30
If someone else is facilitating your game,
then enter their information here.
Facilitators MUST have an account and
this email MUST match their CCO
account’s email.
The end of this deck has
some Adobe employees who
might be able to help you
facilitate your forums.

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Forum Budget
31
You will choose the amount of budget to distribute to the participants.
Remember: All participants get an equal share!
If you have an exact
budget amount – like
$240,000 – type it here.

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Forum Duration
32
The game will run until stopped by the
Facilitator or the Producer.
Yes, a game could run for weeks!
The games stop when time runs out.

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Linking to Your Forum
34
Make sure to
copy the URL and
information to
send to your
participants.

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Facilitator’s Invitation
35
NOTE!
YOU are responsible for
copying and pasting the
relevant forum
information into an email
or calendar invitation.

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Facilitating a Forum
A facilitated forum starts with a lobby, a place
for participants to gather. You then move
participants from the lobby into the forum.
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Online Forum Facilitation Flow
Arrive early
•Join your
forum lobby
10 min before
scheduled
start time
Greeting
•As attendees
join the lobby,
greet them
warmly. Create
an atmosphere
that is
conversational
Explain
•Use the lobby
script to
prepare
participants
and provide
last minute
information
Start
•Click the start
button at the
top right. Not
all participants
need to be
present, a slot
will be
reserved for
late-comers
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Online Forum Facilitation Process
Facilitate
• Use your skills to
facilitate your forum.
• Copy/paste suggested
chat from facilitator
guide when helpful
• Keep track of time to
ensure your forum ends
on time
• Maintain neutrality
• Encourage discussion to
create insights
Remove
empty seats
• After 5 minutes, if
late participants
fail to arrive,
remove their slots
by clicking the X to
redistribute funds
to group
End Forum
• When participants
have allocated
their funds and
feel satisfied with
their bids, thank
them for their
participation and
end the forum by
clicking the End
Forum button.
38
During your forum 00h:58m:39s


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Decision Engine - Lobby
39
Facilitator View Player View

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Decision Engine - Lobby
Sections
1. Chat area
2. Add or change information
for the participants
3. Manage participants and
available slots
4. Waiting area for additional
participants
40
1
2
3
4

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Decision Engine
41
• Participants can
be added or
empty slots
eliminated at
any time
• All chat is saved,
both public and
private
• If you want to
invite others,
the copy URL
Enter chat
everyone
sees here
Whisper
private chats
here
Add or edit
lobby text and
instructions here
Add more
player slots
here
Eject a player
here
Lock the game so others
cannot join
automatically
Start the
Forum
Forum ID and
URL for easy
sharing

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Participants will See a Few Instructions
42

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Budget Allocation
Players bid on grants they want
to fund.
Emphasize that fully funded
grants are ranked MUCH
HIGHER than partially funded
grants.
The facilitator’s job is to engage
conversations that lead to
insight and understanding.
43

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Out of Funds and Overbids
• Participants will
receive warnings if
they’ve spent too
much money on an
item (an overbid) or
run out of funds.
• Participants can
change bids at any
time, so be sure to
encourage
negotiation!
44

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Overbidding
During the forum, participants can bid more funds than the
required grant amount. Overbidding is typically a result of:
1. The participants made a “mistake” and bid more than
needed.
2. The participants want to explicitly allocate more money to a
grant than is needed as a means of signaling importance. This
is nice, but overbidding is not allowed in this forum.
You’ll often see overbidding as a team works to share the
purchase of an important grant. If you see an initiative persist
in an overbid state, remind participants that overbid funds
will simply not be factored into the final analysis.
45

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Ending a Forum
46
• Give people fair
warning that the forum
is going to end, it often
results in heightened
activity.
• Once all bids are in you
can end the forum.
• Click on ‘End Forum’
and confirm

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Ending a forum
47
• You have the option to
keep chatting after the
game ends or simply
close it.
• In general it’s good
practice to keep the
chat going for a few
minutes so people can
finish conversations and
provide feedback.

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System Commands for Facilitators
48
Facilitators can
whisper “help” to
the “System” to
see a list of
commands.

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System Commands
(whisper Commands to System for this list)
• list :
• lists the participants
• add amount to (player)
• add money to a player (add 20
to Sam)
• subtract amount from
(player)
• subtract money (subtract 20
from Sam)
• addtoall (amount):
• add money to all participants
(addtoall 20)
•
• subtractfromall (amount)
• subtract money from all
participants (subtractfromall
20)
• stop_bid (player)
• stops a player from bidding
• stop (player)
• stops a player from bidding
and chatting
• drop (player)
• drop player from forum and
redistribute funds
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Analyzing Your Results
50

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Analyzing Forum Results

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Summary Results
52
To generate summary results, start
by selecting your Decision Engine
Framework in the Project Organizer.

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Summary Results
53
Select the forums you want to
include in your summarized
results.

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Ranking Algorithm
1. Fully purchased items rank higher than partially
purchased items.
2. When items have been purchased the same
number of times partial purchases (Bids) are
used next.
3. If items are still tied we use the total time to last
purchase to break ties: The faster an item is
purchased, and the more stable it stays
purchased, the higher the ranking.
54

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Select Summary Analysis
55
This was a special,
zero cost item.
These items are from the Conteneo
backlog. Yup – we drink our own
champagne and use Decision Engine to
prioritize features for our platforms!

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Excel Download Contains Detailed Results
The file has a LOT of information in each tab!
56
Framework
This tab contains the
content of your
forum – the list of
grants.
Guest Lists
The guest list
for each form.
Participants
Names, emails and
related metadata for
participants.
ForumStats
Various statistics on
forums, such as
number of chats.
Forum Board
A copy of the final
forum board for each
forum .
FinalBids
The final bids of the
participants and the
bid intensity.
ChatStream
The chat stream of
each forum –
including whispers.
Events
All events from all of
the forums.
Summarized Results
What was funded?
How many times?

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Creating a Large Number of Forums
Single forums do not provide the automation and
scale to engage large numbers of stakeholders. You
can easily and automatically create large numbers
of forums using a Gala!
57

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Scenario
Let’s say that you have 20 members of a CSR team
in Seattle, WA who need to prioritize 18 grants.
They have agreed to allocate one hour of time at
10:00AM in the morning.
The optimal size of a single forum is 5 people,
which means you need 4 forums.
Since a single facilitator cannot effectively focus on
4 forums at once you’re going to use a Gala!
58

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Start
Gala Timing and Structure
59
Recall that a Single Forum is scheduled for a specific time:
A Gala is scheduled for a range of time. Forums are created dynamically!
Time
Start End
Time
Facilitator
Facilitator
Facilitator
A gala may have a facilitator if a facilitator is available. If
no facilitator is available the participants self-moderate
their forum.

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Configuring the Gala
60
You will configure the Gala
to start at 9:55AM
because some participants
will arrive early.
time9:55 10:00 10:10
You will formally invite
them by telling them
the Gala starts at
10:00AM.
You will end the Gala at
10:10AM. Remember that
ending the gala does NOT
End the Forum.
The first person
who clicks on the
URL after 9:55AM
will start a forum.
Each forum will last
one hour.
The next four people
will be added to this
forum. The sixth person will
start a new forum.

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Scheduling a Gala
Note that a Gala runs for a
set period of time.
The default is one week.
In our example, we’re
going to run the gala from
9:55AM – 10:10AM.
This is the name that will appear
in the project organizer.

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Participants and Facilitators
62
This configuration requires
all participants to
authenticate with their
adobe.com email address.
You’re not going to use
facilitators, so you can
leave this blank.

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Gala Configuration
A gala has “room” for up
to 8 participants.
A slot reserves a place for a
participant.
Empty slots are dropped at
a frequency you define.
Control how many times a participant
can play to prevent undue influence.
Stops the gala after a specified
number of participants - “Contest”.
Not needed for you.
Enter the total amount of the grant budget

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Parties and Galas in the Cloud Interface
64
Parties – 2 People icon
Galas– 4 People icon
Pull down the menu to see
the Parties within the Gala

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Parties vs. Galas
Party Gala
Facilitated? Yes Yes – if a facilitator is available,
otherwise, No.
Scheduling Each forum is uniquely
scheduled.
Each forum starts automatically
as needed.
Lobby? Yes. Facilitators manage the
lobby before the forum.
No. Participants are dropped
into a forum if they meet guest
list criteria.
Adding
Participants
Facilitators add participants. Participants are added to forums
if there are slots open.
Removing Slots Facilitators can remove slots
when they are clear there
will be no more participants.
Slots are automatically removed
in unmoderated forums.
Ending the Forum
Manually
Timed Ending
Facilitators end the forum.
Time expires.
N/A.
Time Expires
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Managing a Large Number of Grants
This section describes how to handle
more than 20 grants.
66

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Scenario
We recommend no more than 20 grants in a single
forum to prevent cognitive overload.
There are times when you have more than 20
grants to prioritize. In this example you will use a
tournament structure – like runners competing in a
track meet.
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Example: 40 Potential Grants, Part 1
Grant 1
Grant 2

Grant 28
Grant 29
Grant 30
Step 1:
Prepare your
Excel file with
40 grants.
Step 2: Organize
your Excel file
into 2 files, each
with 20 grants.
Grant 1

Grant 20
Grant 21

Grant 40
Step 3: Upload
each Excel file.
You will create 2
Frameworks.
Step 4: Create
two galas, one for
each framework.
Gala for Grants 1 - 20
Gala for Grants 21 - 40
Who Should Participate in the Gala?
If you want to have the SAME PEOPLE see ALL of the grants then you will
invite them to both galas. If you want different people to participate in
the galas than you can simply share the gala URLs as you wish.

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Example: 40 Potential Grants, Part 2
Step 4: Create
two galas, one for
each framework.
Gala for Grants 1 - 20
Gala for Grants 21 - 40
Step 5: Take the highest ranked grants from each
gala and merge them into a new Excel
spreadsheet. You should have 12-22 grants.
Gala Results for Grants 1 - 20
Gala Results for Grants 21 - 40
Grant 1
Grant 3

Grant 12
Grant 23
Grant 39
12 to 22 grants
that were
funded in the
first two galas.

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Example: 40 Potential Grants, Part 3
Grant 1
Grant 3

Grant 12
Grant 23
Grant 39
Final
Round
Grants
Step 6: Upload the final round of
grants into the system.
Step 7: Run a final
round gala.
Gala Results for Grants – Final Round
Step 8: Pop the
champagne and
celebrate with the
winning grants!

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Case Studies
71

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Forums Align Teams to Leaders
Employee Priorities Key Leadership Team Project
Leadership Impact: Educate to build trust
Business Impact: 3 month reduction in implementation
46 projects
120 employees
5 locations
3 Tournaments
15 Forums

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Item Name Exec 1 Exec 2 BWIN-G1 BWIN-G2 BWIN-G3 BWIN-G4
Total
Purchased?
Execs?
Extended
Team?
Mobile 1 Yes Yes Yes Yes Yes Yes 6 2 4
Mobile 2 Yes Yes Yes Yes Yes Yes 6 2 4
HTML LB Yes Yes Yes Yes Yes 5 2 3
Poker A Yes Yes Yes Yes 4 2 2
Sports A Yes Yes Yes Yes Yes 5 2 3
Poker B Yes Yes Yes Yes Yes 5 2 3
Casino A Yes Yes Yes Yes Yes 5 2 3
Sports B Yes Yes Yes Yes 4 1 3
Casino B Yes Yes 2 0 2
Casino C 0 0 0
Sports C Yes 1 0 1
Phoenix Phase 1 Yes 1 0 1
Phoenix Phase 2 Yes Yes Yes 3 2 1
Einstein 1b.es Yes Yes 2 1 1
Einstein 1c Yes Yes 2 1 1
Einstein Phase 2 0 0 0
Mobile Games A Yes Yes 2 1 1
API Yes Yes Yes 3 1 2
Games D 0 0 0
Social Yes Yes Yes Yes 4 1 3
Innovation 1 Yes Yes Yes Yes 4 1 3
Innovation 2 Yes Yes Yes Yes 4 0 4
Forums Align Leaders to Teams
We played two forums
with executive teams.
We played four forums with the extended leader
teams from three business units.
Full alignment
on the top 2
items.
The execs
decided to drop
Phase 2…
When they saw
the extended
team results.

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Forums Align Teams to Each Other
Caterina i think sports needs the attention
Markus
following up on haralds proposal to focus on
one sports mobile initiative
Caterina
they are making a lot of money for the company
(and i don't work on sports) :)
Caterina i agree for the sports mobile initiative
Player Caterina Dominic Harald Markus Martin Samanta Totals
Mobile Sports 2 2000 700 500 0 0 800 0 2000
Mobile Ver 2.0 of Poker 1400 200 0 0 1000 200 0 1400
Sports on canvas 2250 0 1500 0 500 250 0 2250
Poker on Canvas 2400 0 0 2400 0 0 0 2400
Phoenix Phase 2 4500 543 1457 0 500 0 2000 4500
Einstein 1c 1300 1300 0 0 0 0 0 1300
Create open integration layer 4000 414 0 422 1000 707 1457 4000
Note that
Caterina funded
a project from a
different BU!

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Getting Help / FAQ
75

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FAQ
• Send us your questions. We’ll get them answered
and add them to our FAQ.
76

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Adobe Certified Collaboration Architects
Here are some Adobe Certified Collaboration
Architects who can help you create and facilitate
your forums:
77
Jeff Leap Tarang Patel Andy Taylor
Alison Lutjemeyer
Need more help? You can find a global network of resources to assist
you at: https://innovationgames.com/igo/ccas.

78. www.conteneo.co
One Page Reference Guide
This is two slides – so if you’re going
to print this print it double-sided.
78

79. 1 Goto the URL provided or https://innovationgames.com/game/join.
2
Enter your name,
your adobe.com
email address and
your forum id.
Here is how to join your forum. Your forum id is: aaa-bbb-ccc.
Enter the authorization code
sent to your adobe.com email
address.
Type in this
code to join
your forum.
The email
looks like this.

80. 80
Here is how to join your forum. Your forum id is: aaa-bbb-ccc.
Participants
Your name will be the leftmost
column. Your portion of the
budget and the amount you’ve
bid are easily visible.
Chat with
other
participants.
Slots
Slots are empty spaces for
other participants. They will
get dropped automatically if
no other people show up to
your forum.
Bids
This is where you make bids.
Funding levels are shown in
green.
TWO kinds of chat:
Group: Everyone sees the chat.
Whisper: Only the person you select sees the chat in the forum.
Whispers are stored in the system for extended analysis.

81. www.conteneo.co 81
Conteneo, Inc.
480 San Antonio Road, Suite 202
Mountain View, CA 94040
Please visit us at www.conteneo.co and www.innovationgames.com!