Facilitation Guide

Run a Vantage Thinking workshop with your team — from setup to synthesis.

Vantage Thinking is a structured technique for exploring problems by imagining them as physical objects, then viewing them from the angle and distance of every stakeholder. This guide walks a facilitator through running a 60–90 minute team session. Participants leave with a shared mental model of the problem and a concrete engagement plan.

Duration
60–90 min
👥
Group Size
3–12 people
📝
Materials
Whiteboard, sticky notes
🎯
Output
Engagement matrix

Session Agenda

Time Phase Activity Facilitator Notes
0–5 min Welcome Set context. Explain the metaphor: "We'll treat our problem as a physical object and walk around it." Keep it brief. Show the one-pager if available.
5–15 min Define the Object As a group, agree on a one-sentence problem statement. List its key facets on the whiteboard. Push for specificity. "CRM migration" is better than "system change".
15–25 min Map Stakeholders Brainstorm all stakeholders. Write each on a sticky note. Place them around the object at estimated distance (close/mid/far). Use the whiteboard layout (see page 2). Don't debate distance yet — just place roughly.
25–45 min Step Into Vantages Take each stakeholder in turn. Ask: "Standing here, at this distance, what do they see? What are they worried about?" Record on sticky notes. This is the core. Rotate who speaks. Use the prompt cards on page 2.
45–55 min Spot Gaps Look at the full picture. Where are blind spots? Distance mismatches? Conflicting views? Highlight facets with no one watching. Ask "Who else should be in this picture?"
55–70 min Build Engagement Plan For each stakeholder, decide: key message, detail level, format, frequency. Fill in the engagement matrix. Use the worksheet for this step. Assign owners to each stakeholder.
70–80 min Wrap Up Each person shares one insight. Confirm next actions. Photograph the whiteboard. Ensure someone owns the follow-up. Distribute the completed worksheet.

Facilitation Guide

Prompts, whiteboard layout, and facilitator tips.

Facilitator Prompts

Use these prompts during the "Step Into Vantages" phase to help the group adopt each stakeholder's perspective.

👁 Angle Prompt

"If you were [stakeholder], standing where they stand, which facets of this problem are facing you? What can you see that others can't?"

📏 Distance Prompt

"At their distance, how much detail can they see? Are they seeing the shape of the object or the texture of the surface?"

💡 Concern Prompt

"What keeps this stakeholder awake at night about this? What outcome would make them say 'this succeeded'?"

⚠️ Blind Spot Prompt

"What facets are completely hidden from this stakeholder? What would surprise them if they could see the full object?"

🗣 Engagement Prompt

"Given what they see and how far away they are, what language should we use? How much detail? What format?"

🔄 Mismatch Prompt

"Is this person at the right distance? Should they be closer (more detail) or further away (more strategic)? What happens if they stay where they are?"

Whiteboard Layout

OBJ

How to set up the board

  • Draw the problem object in the centre (a box or diamond shape)
  • Draw three concentric rings: Close, Mid, Far
  • Label each ring with the distance type
  • Place sticky notes for stakeholders in the correct ring
  • Write concerns and "what they see" on sticky notes near each stakeholder
  • Use different coloured sticky notes for: stakeholders, concerns, engagement actions
  • Draw lines between conflicting perspectives to highlight tensions

Facilitator Tips

✅ Do

  • Enforce the metaphor — "stand where they stand"
  • Rotate speakers so no one dominates
  • Start with the most distant stakeholder — it warms up the group
  • Let silence sit — people need time to imagine
  • Use "Yes, and..." when building on perspectives
  • Photograph the whiteboard before erasing
  • Revisit the exercise when new information arrives

❌ Avoid

  • Don't judge perspectives — every vantage is valid
  • Don't skip distant stakeholders — they often hold strategic power
  • Don't collapse into problem-solving too early — explore first
  • Don't assume everyone understands "distance" — explain it explicitly
  • Don't let the group focus only on stakeholders they like
  • Don't rush the vantage-stepping — it's the highest-value step
  • Don't skip the engagement plan — insights without action fade