IAF Methods

Project Scaling Exercise OD2

by for . Last edit was about 2 years ago
30 + 5 - 25
Scaling has to do with large scale projects and is part of the project planning process. This is part of the Opportunity Framing Exercise.
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To begin thinking and discussing a large-scale project in the context of scales of complexity and experience of location of project and to begin initial reflections about the scale of the project.


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  • None other than the chart.



Setting: Put up a large wall sized version of a scaling chart with two axes, location and complexity.

Number of participants: 5 - 25

Pre-Work Required: Examples of projects in the different quadrants



1. This exercise is to begin the process of reflecting about the context of the project.

2. We will look at two dimensions of the project: how complex it is and how experienced we are with the location of the project.


1. Walk through the Scaling Chart and give examples from the company of each of the quadrants.

2. Have the group look at the location of the project. For example if this is the first time your company has done a project on the coast of Peru you would put no experience. If you have done a number of projects in Namibia, all of which were successful you would say you experienced. Most projects will fall in between these extremes. The issues have to do with the political and social climate.

3. Look at the complexity of the project. This has to do with the technical aspects and size of the project. If a lot of new technology and processes are being used and the size is larger than the company has experience with then you would mark this high. If the technology and process are familiar mark it low. Like location most projects will be in between.

4. Once the group reaches an agreement move on to the next workshop.


1. Teams will tend to leap to conclusions quickly and it is good to help them delaying the decision in order to look at the situation.

2. You might introduce questions about the environment, risks, issues, and opportunities while looking at the location. You can look at internal issues for the Complexity axis such as issues, risks, and opportunities for the project itself? Complexity can include issues like insufficient key staff for the project.


Follow-Up Required: The next part of the project planning workshop

Usual or Expected Outcomes: agreement on the location of the project on two dimensions of the scaling chart.

How success is evaluated: Group agreement on the placement of the project on the scaling chart.


Derived from: unknown  May be related to http://www.ownerteamconsult.com/framing/

Alternative names: Project Challenge

Comments (1) ( 3.0  avg / 1 ratings)

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  • The conversation about where to put a project on either axis can be a complex one, but the visual may help with it.

    over 3 years ago