Insight Details
Each type of insight card – goal, pressure, initiative, obstacle, and solution – has its own particular set of details.
Goal |
- Confirmed/Unconfirmed. An insight whose details have been verified by the customer can be marked as confirmed.
- Description.
- Who is the decision maker responsible for this goal? This is the contact who ‘owns’ the insight. (There can be more than one.)
- Who told you about this?
- Attachments. Files containing supporting information.
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Pressure |
- Confirmed/Unconfirmed. An insight whose details have been verified by the customer can be marked as confirmed.
- Pressure Type.
- Description.
- How does this pressure impact the goal(s)?
- Who is impacted by this pressure? This is the contact who ‘owns’ the insight. (There can be more than one.)
- Who told you about this?
- Attachments. Files containing supporting information.
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Initiative |
- Confirmed/Unconfirmed. An insight whose details have been verified by the customer can be marked as confirmed.
- Description.
- Desired outcome.
- Priority. (Low, Medium, or High)
- Who is responsible for the success or failure of the initiative? This is the contact who ‘owns’ the insight. (There can be more than one.)
- Who told you about this?
- Attachments. Files containing supporting information.
- Solutions. (Solutions can be linked to an specific initiative so that they form part of any insight map the initiative is added to.)
Tip: Goals and Initiatives are often confused. A goal is what the customer wants to achieve. An initiative is how they are thinking of achieving the goal.
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Obstacle |
- Confirmed/Unconfirmed. An insight whose details have been verified by the customer can be marked as confirmed.
- Description.
- Who is impacted by this obstacle? This is the contact who ‘owns’ the insight. (There can be more than one.)
- Who told you about this?
- Attachments. Files containing supporting information.
- Solutions. (Solutions can be linked to an specific obstacle so that they form part of any insight map the obstacle is added to.)
Tip: Dig deep to uncover obstacles. If your solution can address more than one customer obstacle, it increases the value your organization can deliver.
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Solution |
- Confirmed/Unconfirmed. An insight whose details have been verified by the customer can be marked as confirmed.
- Description.
- Attachments. Files containing supporting information.
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