octalysis: the strategy dashboard (gamification)

The Strategy Dashboard

Strategy Dashboard

1. Define: Business Metrics - Game Objective!2.Define: Users - Players!3.Define: Desired Actions - Win-State!4.Define: User Stats - Feedback !5.Define: Incentives - Drives

Strategy Dashboard

BUSINESS METRICS

WIN-STATE

PLAYER

DESIRED ACTIONS

COMMITS

RESULTS

IMPACT

FEEDBACK STATS

PROGRESS

TRACKS

INCENTIVES

EMBEDDED

Strategy Dashboard

1. The minimum viable information to design a fully gamified campaign!

2.The Strategy Dashboard is meant to be a living reference!

3.In an Octalysis Design Campaign, you will constantly refer back to the Strategy Dashboard!

4.In an Octalysis Design Campaign, you will constantly modify the Strategy Dashboard

BUSINESS METRICS

BUSINESS METRICSEND RESULTS OF WHAT YOU WANT TO IMPROVE

Should be Quantifiable (A/B Test, Benchmark Success, etc.)

BUSINESS METRICS

Needs to be in the Order of Priority (Critical!)

Business Metrics become the Game Objective

Write down your Business Metrics in the

right priority

PROCESS

BUSINESS METRICS

DEFINE USERS

Personas

What Motivates Them

What Women See What Men See

What Motivates Them

Core Drives That Motivate them (2,3,3)

Anti-Core Drives

Write down your Targeted User Types and their

create an Octalysis Chart

PROCESS

BUSINESS METRICS

PLAYER

PROCESS

BUSINESS METRICS

PLAYER

?

DEFINE DESIRED ACTIONS

Chronological Order

No Step is Too Trivial

Leads to Win-States

Write down a list of all your Desired Actions in

Chronological Order

PROCESS

BUSINESS METRICS

WIN-STATE

PLAYER

DESIRED ACTIONS

COMMITS

RESULTS

IMPACT

DEFINE Feedback Mechanics

1. WHAT USERS USE TO KEEP TRACK OF THEIR PROGRESS TOWARDS WIN-STATE!

2.Examples: POINTS, LEVELS, STAGES, TROPHIES, AVATARS!

3.SHOULD REEMPHASIZE ON THE CORE DRIVES

Write down a list of Feedback Mechanics that you can interact with your

users with

PROCESS

BUSINESS METRICS

WIN-STATE

PLAYER

DESIRED ACTIONS

COMMITS

RESULTS

IMPACT

FEEDBACK MECHANICS

PROGRESS

TRACKS

DEFINE INCENTIVES

1. Within your power, if you could give users everything they want, what would it be?!

2.“Within your power” is important to define!3. Rewards, 8 Core Drives, or SAPS!4.Strategically place them in different Win-

States

SAPS (Zichermann)

1.Status!2.Access!3.Power!4.Stuff

Best Reward: Boosters (CD3)

Best Reward: Boosters (CD3)

Reward Context

1. Fixed-Action Rewards: Earned Lunch!2.Random Rewards: Mystery Box!3.Sudden Rewards: Easter Egg!4.Rolling Rewards: Lottery!5.Social Treasure: Gifting!6.Prize Pacing: Collection Set

Strategy Dashboard

BUSINESS METRICS

WIN-STATE

PLAYER

DESIRED ACTIONS

COMMITS

RESULTS

IMPACT

FEEDBACK STATS

PROGRESS

TRACKS

INCENTIVES

EMBEDDED

Level 2 Octalysis Implementation

!For the excellent understanding and application of

Gamification Core Drives and Motivation !

Average Joey !

is awarded this certificate in honor of achieving !

THE OCTALYSIS FRAMEWORK - LEVEL ONE !

standards and conditions for mastery

Yu-kai Chou

Octalysis Certificate of Completion

Thank You. Truly.

Octalysis.com @yukaichou

yukai@yukaichou.com