Best Practice: Templates

Starter Templates

Starter Templates are frameworks for building Outcome Chain templates that are available for all users. Think of the Starter Template as an OC on training wheels. It is a starting point to scaffold ideas for building out an OC, reinforcing a standardized framework, and providing a level of consistency in OC creation.

The Admin can make Starter Template(s) available to those with Admin/Pro licenses to use as a default starting point in the OC creation process. As a best practice, we encourage you to create multiple Starter Templates with different Link Group structures based on different use cases and methodology variations.

Outcome Chain Templates

The OC Template is a finalized Outcome Chain created by a subject matter expert, published as a template, and available for the team to view. We encourage those with an Admin license to publish sample OC Templates to serve as a point of reference for the team. NOTE: OC Templates cannot be directly modified by users. If a user wants to modify the template, they will need to create a duplicate.

Link Group Descriptions

After creating Starter Template/OC Template, provide a description to define each Link Group within the OC. This ensures other users are in agreement with the conventions and nomenclatures used in creating OC.

The owner of the OC can modify and customize the name and description of each Link Group by clicking on the three buttons in the upper corner of the Link Group header box and selecting ‘Edit Link Group’ to bring up the option.

As a best practice, include a definition for each Link Group to provide the user context around the subject intended to be explored.

CATEGORIZING OUTCOME CHAINS

The Admin can use the Template category feature to manage and group OC Templates to the entire team based on common themes. The category structure is akin to a filing cabinet, meant for organizing OC Templates and rendering their retrieval easy-as-pie. Category structure can be used to organize OC Templates by industry focus, product and services family, or target user groups (i.e. enterprise, territory, target account, etc.). Individual users can also define their own OC category structure to organize their own OCs.