Dot voting with 2D Matrix affords the opportunity to use a method that can quickly eliminate a lot of ideas, to then be followed by a method that encourages people to think a little harder about the ideas the group likes the best.

How it works?
Before the workshop, the facilitator needs to configure two things;

  1. How many votes or 'dots' a participant will have to distribute between the ideas, and...
  2. ...the values and labels that are going to be on the dimensions of the matrix

In the workshop, firstly the participants can go through all of the ideas and add or remove votes to each idea based on their preferences; they can add all of their votes to one idea, or distribute them to all of the ideas as they see fit.

Once the participants have finished applying their dots, the facilitator displays ranking, displaying the idea with the most number of votes at the top and the least at the bottom.

At this stage it is strongly encouraged to discard the ideas at the bottom, because after the dot voting is completed, participants will then get the chance to evaluate each remaining idea along two dimensions pulling the slide across to the right to denote a higher value.

Once participants are complete, these are displayed on a 2D matrix where they can be reviewed in detail.

For more detail on each underlying method, please see their individual pages: Dot voting, 2D matrix

Recommended time: 30-60 minutes
Number of participants: 3-20+

When to use it?
When you know there is going to be a high volume of ideas created. 2D matrix can really concentrate minds, and therefore you would want to only review ideas that demand detailed thought, so if you have lots of ideas coming from Create you may want to whittle them down before putting them through the more intensive assessment of the 2D Matrix

Things to think about:

  • Be ruthless when pruning between Dot Voting and 2D Matrix. This is an opportunity to focus in on the consensus ideas in the group
  • As usual with Dot Voting, be wary of very similar ideas sneaking through; they can split the vote on dot voting and result in a popular idea not making it to the top-end of the list
  • For any 2D Matrix, make sure your axes and scale make sense. You are aiming to get the best ideas clustered in one location; preferably the top right corner. Try to consider the direction and scale to get this result on the final matrix.

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