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. 2023 Jan 10;32(1):75–124. doi: 10.1007/s10726-022-09801-1

Table 7.

Macro-Task Facilitation Activities Within the Selected Initiatives

Activity Name Exemplary Action in TCL Exemplary Action in PSM
Task Design Decomposition of the purpose of the initiative into four sequential exercises, each consisting of one task Decomposition of the purpose of the initiative into three exercises with a total of five tasks

Task

Communication

Discussions about and adaptions of the task to be presented between the facilitator and the supporting team Provision of exemplary contributions to underline the nature of desired contributions
Workflow Design & Selection Selection of a four-phase workflow enabled by the platform to develop scenarios about how trust in healthcare or medicine could evolve until 2040 Selection and design of a three-phase workflow (partially) supported by the platform to identify approaches for better pandemic resilience

Worker

Motivation

Initial motivational mail that welcomes the workers and highlights the value of the workers’ expected contributions to society User profile on the platform was prefilled with a short biography of the worker to value the workers’ participation

Contribution

Support

Video tutorials and FAQs were designed and made available Quick responses from the facilitators to questions that arose from the workers

Performance

Monitoring

Bi-weekly manual report to track the current amount of workers‘ contributions Automated AI-augmented dashboard to monitor the contribution upload frequency, most used keywords, and topics arising

Tool Usage &

Integration

Usage of one generic online crowdsourcing platform that has been customized to suit the scenario development process Integration of one AI tool to support the facilitation activities during and after each exercise
Crowd Moderation Active participation by the supporting team in the discussions and contributions from the worker; reports to the facilitator Hosting of live virtual events to catalyze conversations about the topics within the ongoing task among the workers

Crowd

Coordination

Continuous facilitator notes (notification sent to the crowd) regarding the current and future steps Creation of worker groups based on their professional background to coordinate parallel task execution in the first exercise; a merging of groups in the second exercise to support cross-fertilization of ideas among workers

Participation

Encouragement

Sending targeted emails to workers who were not active on the platform Weekly encouragement of the crowd via email to send feedback, which was regularly reflected and integrated by the facilitators

Contribution

Evaluation

Iterative reviewing and selection of the contributions after each exercise; removal of duplicate contributions Weekly discussions between the facilitator and the requestor about recent contributions from the workers

Contribution

Aggregation

Initial semantical clustering of submitted contributions with manual adaptations Application of different semantical clustering algorithms and manual refinements
Quality Control Notifying workers about redundant contributions during the exercises Continuous monitoring of the social network graph of the crowd to avoid topic biases
Decision Making Creation of one final report in collaboration with the requestor of the initiative One detailed report about the results was made publicly available and shared with the requestor
Goal Orientation Raise discussion-stimulating questions to reach a broad range of sentiment A small adjustment to one communicated task to cover issues of misunderstanding

Culture

Development

General rules regarding behavioral and cultural expectations were made available Reference to the Chatham House Rule to build an appreciative atmosphere
Risk Management Test run of the crowdsourcing platform with 10 participants Thorough testing of the AI tool with data from similar initiatives to ensure the functionality