Service Design Tools

Offering Map

This exercise creates a visual map of your organization's products, services, and value propositions. It reveals the relationships and dependencies between them.

Duration
1.5 hours
Group Size
5-8
Category
Service Design Tools
Difficulty
Easy
Participants will: Visualize all organizational offerings. Understand relationships between services. Identify portfolio gaps and overlaps. Plan portfolio development. Communicate the service range. Analyze value delivery. Support strategic decisions.
A completed offering map, a visualized product/service offering, and a foundation for strategic planning.
Include both formal and informal offerings. Prioritize the customer's perspective on value. Look for hidden dependencies. Base analysis on data, not just assumptions. Consider the lifecycle stage of each offering. Think about portfolio balance and risk. Plan transitions carefully; it's easy to disrupt things. Update the map regularly as the portfolio changes.

  1. Inventory current offerings: core products, services, digital offerings, and partner offerings.

  2. Categorize offerings by customer segments, value propositions, revenue models, and implementation complexity.

  3. Map relationships and dependencies between offerings.

  4. Identify gaps where customer needs are unmet.

  5. Highlight overlaps and redundancies in the portfolio.

  6. Analyze the performance of each offering.

  7. Plan portfolio optimization strategies.

  8. Design new offerings to fill identified gaps.

  9. Consider sunsetting underperforming offerings.

  10. Create a roadmap for portfolio evolution.

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For Facilitators

  • Review participant profiles and expectations
  • Prepare all materials and supplies
  • Test technology and room setup

For Participants

  • Complete pre-session survey
  • Review background materials
  • Prepare examples or case studies

Unlock Pre-Work Requirements

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  • Service/product inventory

  • Performance data for offerings

  • Customer segment information

  • Large format mapping space (e.g., whiteboard, large paper)

  • Sticky notes and markers

  • Portfolio analysis frameworks (optional)

  • Digital visualization tools (optional)

  • Strategic planning materials

Unlock Materials Required

Create a free account to access step-by-step instructions, agendas, and resources for all activities.

  • Facilitator Guide (PDF)
  • Participant Workbook Template
  • Presentation Slides
  • Printable Materials

Unlock Resources & Templates

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