Investor role-playing
Participatory Methods Investor role-playing Investor role-playing is a participatory activity where participants take on the role of investors tasked with evaluating, prioritizing, and allocating resources to various proposals or projects.
How to run it
- Explain the purpose of the exercise and how participants will simulate the role of investors.
- Define the rules for resource allocation, such as:
- Resources must be distributed among multiple proposals.
- Allocate time for each proposal to be presented by its group or representative.
- Encourage investors to take notes, ask questions, and reflect on each project.
- Provide a space for investors to discuss the proposals among themselves.
- Define the objective: Decide which proposals or projects will be evaluated (e.g., community initiatives, innovative ideas, educational activities).
- Prepare the proposals: Each proposal should include a brief description, objectives, expected impact, and approximate costs.
- Optional: assign a group to present each proposal.
- Distribute symbolic resources: Prepare tokens, coins, or any item to represent the budget available for the investors.
Run this exercise live
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Materials:
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Prompts to use +
Explain the purpose of the exercise and how participants will simulate the role of investors.
Encourage investors to take notes, ask questions, and reflect on each project.
Provide a space for investors to discuss the proposals among themselves.
Define the objective: Decide which proposals or projects will be evaluated (e.g., community initiatives, innovative ideas, educational activities).
Prepare the proposals: Each proposal should include a brief description, objectives, expected impact, and approximate costs.
Optional: assign a group to present each proposal.
Run this with your AI assistant +
Works with Claude, ChatGPT, Gemini, or your own local model: paste this prompt and your AI will co-facilitate this exercise with you.
Adapt this exercise for my exact room. Exercise: Investor role-playing. Readiness: Publishable Draft. Core moves: Explain the purpose of the exercise and how participants will simulate the role of investors.; Encourage investors to take notes, ask questions, and reflect on each project.; Provide a space for investors to discuss the proposals among themselves.; Define the objective: Decide which proposals or projects will be evaluated (e.g., community initiatives, innovative ideas, educational activities).. Return a concise facilitator script with timing, wording, safety notes, and remote/in-person adjustments.
Origin unverified
- Where we observed it: The strongest current observations come from Participatory Methods; aggregators are listed as additional observations, not origin proof. (1 source observed, including Participatory Methods.)
- What that means: we track where an exercise has been observed in public sources. We do not claim to know who created it, or how popular it is.
- No efficacy claims: appearing in this library is not a claim that the exercise is proven effective. Facilitator judgment and context decide whether it works for a given room.
- Corrections: if you have evidence of an earlier or more accurate source, read our methodology and trust boundary and tell us.