1. TRIGGER – Gather information, points of view, priorities to clarify the problem/ opportunity that needs to be addressed. Determine what skills and resources are needed and who is committed to undertake which specific tasks. Each of the nine stages of the TRACE model brings a different perspective to the challenge of making sense of data.
2. Driver — Identify stakeholder leaders. Interview internal developers/ stakeholders and potential external collaborators. Identify team(s) and theme(s) for follow-on focus group(s). Focus on questions.
3. REACTION — Through communication with members of distributed team(s) assure that their ideas are tapped and priorities addressed. Preliminary development with key players to identify individual differences precedes group brainstorming. Next come three Action Steps.
4. Action (1) — Pattern Recognizer. Prepare materials with empty constructs to guide participation. Beyond an agenda and ancillary material for participants, how problems are framed affects success. Design the format for workshops and templates for distributed information-sharing to complement co-located brainstorming activities.
5. ACTION (2) – Develop a "straw man plan" to cluster related concepts and issues, facilitate emergence of innovation networks and guide rapid prototyping, gathering quick feedback and giving participants seeds to build on. Encourage diversity and devil's advocacy to produce optimal results.
6. Action (3) – Use small focus groups as "navigators" to develop and pilot test concepts that may advance to larger, networked collaboration. "Light fires" under the straw man plan. Formulate focused next steps and agendas for action. Assign follow-on tasks. Collect results. Diverse viewpoints are a constructive resource.
7. CONFLICT can be harnessed productively. Gather feedback from all key players, as well as from external evaluators to integrate into a MetaVu (big picture plan).
8. Contextual Interpretation can identify required steps to implement the vision and a critical path for project or program development that emerges through this process.
9. EVALUATION. Is work complete? Or should we cycle back to new triggers?