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Exercises/Closure and Transfer/Who/What/When Matrix
Name Learning · Closure and Transfer

Who/What/When Matrix

Who/What/When Matrix is a name learning exercise for closure and transfer: it helps participants close the session and carry learning into the next action.

5 to 15 minutesTIME
Small group (4-8)GROUP SIZE
ActiveENERGY
In person, RemoteSETTING
High cognitive loadCOGNITIVE LOAD
Strengthens Follow Through This closure and transfer exercise strengthens Follow Through, one of the eight Gathering Effectiveness pillars.

How to run it

  1. On a flip chart or whiteboard, create a matrix that outlines WHO / WHAT / WHEN.
  2. Although instincts may be to start with the “WHAT” (the tasks and items that need to be done), this approach starts with the “WHO” (the people who will be taking the actions). Put every participant’s name into the matrix in this column.
  3. The Who/What/When Matrix game was designed by Dave Gray and inspired by the business-coaching methods ofMike Berman.
  4. The Who/What/When Matrix game was designed by Dave Gray and inspired by the business-coaching methods of Mike Berman.
  5. CollaborationCollaboratively create agendas in real-time.
Live facilitator

Run this exercise live

The facilitator console stays in this browser. Its QR handoff is a short-lived participant snapshot containing only public exercise instructions, phase, prompt, and timer state.

Prompts to use +

On a flip chart or whiteboard, create a matrix that outlines WHO / WHAT / WHEN.

Although instincts may be to start with the “WHAT” (the tasks and items that need to be done), this approach starts with the “WHO” (the people who will be taking the actions). Put every participant’s name into the matrix in this column.

CollaborationCollaboratively create agendas in real-time.

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: Who/What/When Matrix. Readiness: Publishable Draft. Core moves: On a flip chart or whiteboard, create a matrix that outlines WHO / WHAT / WHEN.; Although instincts may be to start with the “WHAT” (the tasks and items that need to be done), this approach starts with the “WHO” (the people who will be taking the actions). Put every participant’s name into the matrix in this column.; CollaborationCollaboratively create agendas in real-time.. 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 Gamestorming; aggregators are listed as additional observations, not origin proof. (2 sources observed, including Gamestorming, SessionLab.)
  • 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.

Pairs well with