United We Transform | Facilitator run sheet

Interaction Map

Participants map key actors in a defined system and draw coded lines to visualize information, resource flows, or friction points. The group then analyzes the network to identify systemic bottlenecks and strategic priorities.

60 minutes | 6 to 20 people

Choose this exercise

Purpose: Map and analyze visible relationships, communication paths, and resource flows between actors within a defined system.

Use it when: Use when a team or community initiative involves multiple groups and needs to clarify how communication and resources actually move between them.

Skip it when: Skip when the working context is a single internal team with simple linear workflows, where a basic flowchart or RACI matrix is more appropriate.

Group arrangement: Subgroups of 3 to 5 people working on parallel system maps, or a single working circle for small cohorts.

Timing: 60 minutes matches the minimum standard duration from source evidence (60 to 120 minutes).

Materials and tools

Before participants arrive

  1. Define and post the focal question or boundary of the system being mapped (for example: How do local groups, service providers, and residents exchange support during emergency housing requests?).
  2. Tape large paper sheets onto open wall spaces or tables with room for groups of 3 to 5 to stand around them.
  3. Distribute sticky notes and colored markers to each station.

Say this to open

Today we will construct an interaction map for our project. We will identify the main actors involved, map how information and resources pass between them, and locate where handoffs work well or break down. We will work in small teams, create visual networks on paper, and finish by analyzing what needs improvement.

How to run it

  1. Introduce scope and define conventions 5 minutes

    State the system boundary clearly. Explain the line-coding legend on the board: solid black arrow for direct information flow, green arrow for budget or material exchange, and dashed red line for friction or delay. Review the neutral example.

  2. Brainstorm actors 10 minutes

    Subgroups spend 5 minutes silently writing actors on sticky notes (one person, organization, or department per note), using the guiding prompt: 'Who is directly or indirectly involved in this system?' Teams spend the remaining 5 minutes clustering duplicates and arranging key actors across their butcher paper.

  3. Draw connections and flows 15 minutes

    Teams draw directed arrows between actor notes using the agreed color codes. Arrows must show the direction of flow. For two-way exchanges, draw distinct arrows in both directions. Label critical links with a 1 or 2 word note (such as 'quarterly report' or 'grant funds').

  4. Analyze bottlenecks and disconnects 15 minutes

    Subgroups review their completed map against three diagnostic checks: Which actors have only outgoing or incoming lines? Where do red friction lines concentrate? Which actor serves as an overloaded sole bottleneck? Teams flag up to 3 priority intervention spots with circle stickers or marker stars.

  5. Cross-group gallery walk 10 minutes

    Participants circulate to view other subgroup maps for 5 minutes. Reconvene as a full room. Take 1 brief observation from each subgroup highlighting a surprise connection or systemic gap.

  6. Debrief and synthesize actions 5 minutes

    Facilitate a structured debrief using the prepared questions. Collect verbal summaries of immediate operational changes to test.

Debrief questions

Finished output: A visible system map documenting actors, resource flows, information links, and marked structural bottlenecks, photographed or recorded for action planning.

Remote

Use an online canvas tool such as Miro or Mural. Pre-populate template frames with the legend (information, resource, friction) and sticky notes. Form breakout rooms of 3 to 5 participants. Each room works simultaneously on their canvas frame before returning to the main room for canvas screen-sharing.

Hybrid

Place remote participants together in a dedicated digital breakout group using the online whiteboard, while in-person participants work on wall paper. During cross-group sharing, project the digital canvas to the physical room and livestream physical maps via a mobile camera.

Access and participation choices

If the session gets stuck

The map becomes an unreadable web of intersecting lines.
Ask groups to move sticky notes closer together to shorten lines, or limit each pair of actors to their two most critical interactions.
Participants disagree over whether a relationship is positive or broken.
Instruct the group to draw both: a green or black arrow for formal transactions and a dashed red line showing the experienced friction point.

Terms used here

Interaction Map Reference Card

System Boundary: [State the initiative or process under review] Guiding Question:Who is directly or indirectly involved in this system? Line Legend:- Solid Black Arrow: Information flow (reports, notifications, requests)- Solid Green Arrow: Resource flow (funding, equipment, staffing)- Dashed Red Line: Friction point, conflict, or recurring delay Diagnostic Questions for Step 4:1. Which actors are disconnected or receive no direct communication?2. Where does a single actor handle too many critical pathways?3. Which flow causes the most frequent blockages?

Sources and adaptation

Observed in Participatory Methods (participatorymethods.com), which describes the Interaction Map activity for visualizing relationships, flows, and systemic bottlenecks.

Retained core mechanics from Participatory Methods: identifying actors, writing cards, connecting flows with distinct visual symbols, and collective diagnostic analysis. Standardized duration to a tight 60-minute agenda (from the original 60-120 minute range), added subgroup sizing, defined explicit color-coded line types, and provided structured step timings and scripts.

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