Which tools did I use on the remote Lean Inception?

30 Mar 2020 | Lean Inception, Remote

I got quite a few emails asking which tool I used on the last remote Lean Inception I facilitated.

So here it goes:

  • E-mail: for sharing the meeting invite and the pre-inception information. At the end of each day, some notes were shared via e-mail.
  • Zoom: for video-conferencing. All in the same zoom meeting for the activities with everyone together; whoever someone was “driving” the activity, the driver would share his/her computer and everyone would follow the virtual wall. We also used (a lot!) the breakout rooms features — smaller rooms created by the facilitator, in real time — for whenever we had to do a divide and conquer (smaller groups on the breakout room, then we would rejoin in the main room).
  • Miro: our virtual wall for placing the activities posters and post-its. We followed the activities order as described in the Lean Inception book (it is also on this post with the lean inception agenda and activities). For each activity, we copied the activity template (from this page with the lean inception pdf posters), placed on Miro, and used the virtual post-its on it.
  • FunRetrospectives: We used the FunRetrospectives.com for ideas and for a simple online board for the energisers. More about the specific energisers we used in this post: Top 7 Remote Team Energizers

On the image, people talking on a Zoom breakout room, adding post-it to a Lean Inception poster — the MVP Canvas — on a Miro virtual board.

What have I learned?

The workshop was successful because the participants had a great interaction, even though they were all remote. The process and tools helped with it. A well guided process (Lean Inception) and tools for specific purpose (Zoom, Miro, FunRetrospectives) were essencial to enable a great remote workshop.

So, if you are in a similar situation and have to plan and facilitate a remote workshop, here are my advice:

  1. Decide the process you will follow, prepare and communicate it to all participants
  2. Decide and test the tools you will use
  3. Be creative and empathetic to adjust to whatever adversity happens during the workshop (plan, but adjust the plan; things happen and you will have to adapt)



Paulo Caroli

Paulo Caroli is the author of the best-selling book “Lean Inception: How to Align People and Build the Right Product” (the first on a series of books about Lean Strategy and Delivery). He's also the creator of FunRetrospectives.com , a site and book about retrospectives, futurospectives and team building activities. Caroli writes on this blog frequently. Receive the next post in your email. Sign up here .
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