Team innovation with Miro
Learn to prepare visual sessions in Miro to explore a problem, generate alternatives and turn your team's ideas into concrete next steps.
Find your starting point
A good fit when you need to turn an open question into comparable ideas and a shared decision in a Miro board.
Another option to consider
Visual collaboration for remote teams with MiroIf your priority is participation and the flow of remote meetings, choose remote visual collaboration.- Hours and sessions
- 6 hours live · 3 sessions of 2 h.
- Group size
- Up to 12 participants per trainer as a reference, adjusted to the practice and feedback.
What you will learn
- 01
Prepare a board with a working question, participants and an understandable sequence of activities.
- 02
Group ideas and compare them using team-defined criteria.
- 03
Document a decision, its next steps and who will carry the work forward.
A proposed programme
You will prepare a session to improve a customer support process: define the problem, explore alternatives and choose a small test. The board will retain both the reasoning and the open questions; the most popular idea is not treated as validated without testing it.
We adapt the selection and depth of the modules to the group's starting point and goals.
01Prepare a useful session
Define the working question, participants and visual structure to guide collaboration.
You will work on
- Turn a broad challenge into a working question with a specific audience and boundary.
- Separate case observations, assumptions and questions to investigate into readable frames.
- Prepare instructions so someone else can contribute an idea without further explanation.
- Practice
- Define the problem of repeated order enquiries and prepare frames for context, alternatives and the decision.
- How you will check it
- A specific question, identified starting information and a sequence that another person can follow.
02Explore and generate options
Ideation and grouping activities with timing and instructions adapted to the team.
You will work on
- Generate alternatives individually before sharing them with the group.
- Group related notes without removing distinct proposals or objections.
- Compare options by usefulness to the customer, effort and open questions, explaining each judgement.
- Practice
- Compare a tracking guide, a proactive message and an order portal using the exercise's criteria; keep the reasoning and reservations.
- How you will check it
- Distinct options, shared criteria and a reasoned comparison that does not confuse preference with evidence.
03Choose and continue
Evaluation criteria, agreements and a record of decisions and actions.
You will work on
- Record the option chosen for testing and why it was selected.
- Define a limited test, an owner and a review date.
- Write down what to observe when deciding whether to continue, change or discard the proposal.
- Practice
- Prepare a test of the tracking guide with classroom participants and check whether they understand where to find their order without help.
- How you will check it
- An experiment outline with a testable question, owner and review; alternatives and open questions remain accessible.
From ideas to a concrete test
Teaching example
Suggested practice: prepare and facilitate a short session around a chosen challenge, keep alternatives and decisions on the board, and check whether another person understands the next steps. Activities are adapted to the goal and group.
Fictional classroom case. A shop receives repeated enquiries about order status. The group has invented examples of enquiries and must propose an improvement; the cause is not yet known and no real results are available.
- Starting point
- The challenge says “Improve the customer experience”, alongside scattered ideas. It is unclear which problem to solve or how to compare the proposals.
- First attempt
- The first version selects an order portal because it receives the most marks from the group and presents it as a validated solution. It does not record the effort involved or check which information the customer actually needs.
- What we review
- The trainer asks the group to narrow the question, explain the criteria and retain the reservation about the portal's effort. The group chooses to test a simple guide first; classroom support helps prioritise an option but does not prove it will work with customers.
- Result
- The board records three alternatives and a provisional decision: test the tracking guide. Elena prepares the prototype, and on Friday the group will check whether classroom participants can find the intended information; the rehearsal is not presented as a business result.
How can customers find their order status more easily?
Options
Tracking guide
Simple prototype for the rehearsal.
Proactive message
Check when and what to communicate.
Order portal
More effort; the need is still unclear.
Criteria
Usefulness
Does it help find the order status?
Effort and questions
What does it require and what is unknown?
Selected test
Tracking guide
Elena · review on Friday.
What to observe
Find the information without help.
Teaching illustration of a fictional case. The classroom test helps revise the proposal; it does not demonstrate customer results.
Before calling it complete
- The question concerns order tracking enquiries and distinguishes observations from assumptions.
- The decision explains the criteria and retains alternatives and objections.
- The test has an owner, date and specific observation; it does not yet claim a real impact.
Sessions to put it into practice.
Reference edition · 6 h live
Reference edition: 6 live hours across 3 sessions of 2 hours. Board preparation, facilitation and the classroom test take place during the sessions. Examples and any additional work are agreed before the programme starts.
- Session 12 h
Define the challenge and prepare the board
Distinguish observations from assumptions and organise frames with a question, context and participation instructions.
By the endA board ready to explore a specific customer support problem.
- Session 22 h
Explore and compare alternatives
Alternate individual ideation and shared discussion, group proposals and compare them against agreed criteria.
By the endA visible comparison retaining the reasoning, alternatives and open questions.
- Session 32 h
Choose a test and facilitate the closing discussion
Rehearse facilitation, record a provisional decision and specify how the experiment will be reviewed with the trainer's feedback.
By the endA defined classroom test and a board that another person can pick up.
If your team needs to go further
- Researching with real customers, recruiting them or validating a proposal's business impact requires a separate project and scope.
- Setting up automations, integrations or Miro AI features is outside this reference edition.
Learn with someone who designs work systems.
Guillermo Mascaraque Piña
Work systems consultant
Over two years of experience designing systems for companies across industries and sizes.
Guillermo is the planned trainer for this programme. Dates, language and his availability are confirmed when the edition is agreed.
With guidance, practice and support.
Each delivery includes working materials, feedback on practical work and assessment against the agreed objectives.
Materials you can keep
Downloadable, versioned guides, exercises and review criteria for internal use.
To prepare and complete the delivery
A short recommendation, an editable communications kit and a group learning report.
TOF’s own certificate
A certificate of achievement after the agreed assessment. It is not a vendor certification.
A month of email support
On the content covered, up to two accumulated hours for the whole group.
Your team carries out the practice. Implementation services are agreed separately. See the scope →
Miro Solution Partner
As a Miro Solution Partner, we bring experience in visual collaboration and designing boards for teamwork.
Our partner profile ↗The partnership belongs to The Optimal Flow. Learn’s certificate is issued by TOF; it is not a vendor certification.
