A practical introduction of opportunity solution trees

In this article

A practical introduction of how to create Opportunity Solution Trees in Delibr

If you want a more general, less feature centric introduction, head over to this help article or visit our blog article: Guide to making opportunity trees come to life

A video introduction to the OST feature by our head of CS André

Short introduction to opportunity solution trees

An Opportunity Solution Tree, also referred to as opportunity tree, opportunity map, or by the acronym OST, is an extremely powerful technique for visualizing and informing the path towards achieving a desired outcome. You can read more about the theoretical background here, or dive into a real example here

In this article we will focus on how to create and work with OSTs in Delibr. 

How to create the OST

OSTs are created in documents, similar to how tables and user story maps are created. 

  1. Open the /menu (done by typing / in a document). A drop-down menu will appear.  
  2. Filter the menu by typing, or scroll down until you find "Opportunity solution tree". 
  3. Click on the Opportunity Solution Tree icon.

Open the /menu and find Opportunity Solution Tree

Once you've clicked on Opportunity Solution Tree, a set of bullets will be added to your document similar to the image below.

How the OST looks like when viewed as bullets in a Delibr document

These bullets represent your OST, and you can start working directly in the tree structure if you want to.  However, you can also switch over to a 2D-view of the OST. This is done by hovering the top row of your OST-bullets (in the image above it would be the bullet called "Opportunity Solution Tree") and clicking on the icon to the right.

How the 2D view of an OST looks like

Working with the OST map

Once you've created the OST bullets you and your team are most likely to be working directly in the map (or the 2D-view). From here you can add new cards (opportunities, roles, steps, solutions and experiments) to your tree, either using the left sidebar or by hovering a card in the map and pressing the plus button. 

Adding new cards

Add new cards to your OST using the sidebar or the plus button under a card.