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Workshop Framework

Ecocycle Planning

Ecocycle Planning is a visual portfolio analysis tool that helps a group map all their current activities onto a lifecycle diagram shaped like a figure of eight. The group can see where things are stuck, where energy is being wasted on activities that should have ended long ago, and where promising new work is starving for resources. It turns invisible portfolio decisions into a shared, visible conversation.

120 minutes
6-40 people
intermediate
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✓ Created by former KPMG & McKinsey consultants

Ecocycle Planning illustration
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What You'll Achieve with the Ecocycle Planning Workshop

Real outcomes that transform your team

1

Enhanced visibility of project portfolios and resource allocation.

2

Clarity on which activities to discontinue or expand for better results.

3

Improved team alignment on strategic priorities and initiatives.

When to Use the Ecocycle Planning Workshop

Perfect for these situations and team challenges

When a team feels overloaded and cannot take on new work due to existing commitments.

To help leadership make decisions on what initiatives to start, stop, or grow.

How the Ecocycle Planning Workshop Works

A step-by-step breakdown of the workshop process

1Setup

Prepare the Ecocycle map and materials before the participants arrive, ensuring clarity on the domain being mapped.

2Step 1: Introduce the Ecocycle

Walk participants through the four phases of the Ecocycle and the two traps, ensuring they understand how to place their activities on the map.

3Step 2: Individual Activity Listing

Participants list all activities that occupy their time individually, aiming for at least six to eight items before group influence shapes their thinking.

4Step 3: Paired Placement

In pairs, participants discuss and decide on the placement of their activities on the Ecocycle map, noting any disagreements for further discussion.

Key Topics Covered in the Ecocycle Planning Workshop

ecocycle planningportfolio analysisvisual mappingteam workshoporganizational health

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4

Facilitated open conversations about resource distribution and project relevance.

When an organization is transitioning and needs clarity on legacy activities.

To address a culture of adding new initiatives without retiring old ones.

During strategic planning sessions that overlook the need to let go of ineffective activities.

Team Problems the Ecocycle Planning Workshop Solves

Say goodbye to these common team challenges

Addressing teams feeling overwhelmed by existing commitments.

Resolving indecision about which projects to prioritize or eliminate.

Clarifying the value of legacy activities versus new initiatives.

Countering a culture of adding projects without rationalizing existing ones.

5Step 4: Small Group Consolidation

Groups of four review and finalize the placement of activities, writing them on sticky notes and paying attention to those near the two traps.

6Step 5: Whole-Room Map

Each group places their sticky notes on the large wall map, creating a visual representation that everyone can analyze together for insights.

7Step 6: Identify What to Stop and What to Start

Focus on activities with consensus placement to determine what needs to be stopped or started to move forward effectively.

8Step 7: Action Planning

In small groups, participants create actionable steps for activities that need to be stopped or started, ensuring concrete outcomes for immediate implementation.

9Closing

Participants make personal commitments based on insights from the Ecocycle map and document the visual for future reference.

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