2Level 2 of 5
Help me think about it
They work out where they stand.
Checklist, worksheet, prompts, or assessment.
The same method, but now it asks them something. A checklist, a worksheet, a short set of questions, a self-assessment.
This is the smallest real product you can make from a method, and usually the best place to start: it takes a day or two, and what people do with it tells you whether the method travels.
What the person actually does
- Answer questions about their own situation
- Tick, circle or write things down
- End up with a clearer picture than they started with
You're on the right rung when
- You can say what someone should have decided by the end
- The method needs their information before it can help them
- You want something to hand out, print, or attach to an email
What it takes to make
A page of writing and a clean layout. No accounts, no logic, no data.
Worked example
My own level two: a free one-page checklist for finding the step people always get stuck on. Fill it in, print it, keep it.
The stuck step checklist →Where it runs out
It asks good questions and then leaves them alone with the answers. When people fill it in correctly and still don't know what to do next, that's the move to level three.
If your expertise is trapped in a worksheet, spreadsheet, PDF or meeting, send me the method. I'll look at what a simple digital product could make easier to use.
Send me your method →