The Toolkit / Marketing / The Roundtable
The board
Ten sections on one page
Print it, fill it in, and score each section from 1 to 5. Your score is out of 50.

How to use it
The ten sections of the Roundtable
What to do in each section, and what a 1, a 3 and a 5 look like. Score yourself honestly; the low scores tell you where to work next.
- 1
Who answered
Everyone who replied.
List everyone who answered the Lighthouse.
- 1Started
- A few names.
- 3Good
- Everyone who answered.
- 5Excellent
- Everyone who answered, with where and when.
- 2
Every reply answered
By a real person, quickly.
Reply to every person, honestly and by name.
- 1Started
- Some left waiting.
- 3Good
- Everyone answered.
- 5Excellent
- Everyone answered quickly, honestly, and by name.
- 3
What they did with the gift
Kept it, used it, came back.
Ask what they did with the gift.
- 1Started
- Assumed.
- 3Good
- Asked of most.
- 5Excellent
- Asked of everyone, with what they actually did.
- 4
Who they told
Passed it on to whom.
Ask who they told or passed it on to.
- 1Started
- Not asked.
- 3Good
- Asked of most.
- 5Excellent
- Asked of everyone, with who those people are.
- 5
What they wish it did
What's missing.
Write what they wish it did, in their words.
- 1Started
- Our guesses.
- 3Good
- Their wishes.
- 5Excellent
- Their wishes in their own words, grouped by what comes up again and again.
- 6
What they'd want next
More of what, and how often.
Ask what they'd want more of, and how often. Not “would you buy it”.
- 1Started
- Asked “would you buy it”.
- 3Good
- What they'd want next.
- 5Excellent
- What they'd want next and how often, for everyone who answered.
- 7
Their words
Quotes worth keeping.
Save the words worth keeping, with who said them and when.
- 1Started
- Paraphrases.
- 3Good
- Several quotes.
- 5Excellent
- Quotes from many people, sourced and dated.
- 8
Not yet, and why
Who was only being kind.
Mark who isn't ready, and why.
- 1Started
- Everyone marked ready.
- 3Good
- Some marked not yet.
- 5Excellent
- Everyone marked, with an honest reason for each not yet.
- 9
Ready for more
Names, and why. Then go.
Mark who is ready for more, and why. When enough are, someone says go to Service.
- 1Started
- Everyone who was polite.
- 3Good
- Some ready, with reasons.
- 5Excellent
- The clearly ready, each with a reason in their words, and who said go.
- 10
What we learned
Back to the Newsroom, Giftbox and Compass.
Write what the conversations taught you, as changes for the Newsroom, the Giftbox and the Compass.
- 1Started
- A vague impression.
- 3Good
- One or two lessons.
- 5Excellent
- Clear lessons, written as changes for each tool.
How it works
- Made inStep 12 · ConversationsTalk with everyone who answers, one at a time, and learn who is ready for more.
- What it's forTalk with everyone who answered, one at a time, listen to what happened to them, and learn who is ready for more.
- It feedsThe WorkbenchListen before you offer.

