Module 3: Strategic questions

Understanding Roles and Relationships

Key Benefit:
Strategic questioning helps you make better decisions, manage change, and design successful implementations with RM Compare.

Lessons

Lesson 1: The Value of Strategic Questioning

Why Strategic Questions Matter:

Types of Strategic Understanding:

Lesson 2: The Five Key Types of Strategic Questions

  1. Role Definition Questions
    "What are the responsibilities, privileges, and limits of [role] in RM Compare?"
  2. Perspective Shift Questions
    "Describe [task/workflow/feature] from the viewpoint of [specific role]."
  3. Relationship Mapping Questions
    "How do [two or more roles] interact in [specific process]?"
  4. Decision Impact Questions
    "What are the potential effects of [decision/change] on different roles and processes?"
  5. System Design Questions
    "What’s the best way to structure [policy/workflow] for our organization’s needs?"

Question Framework #1 – Role Definition

The Template:
"What are the core responsibilities, permissions, and boundaries for [specific RM Compare role] within a [your organization type]?"

Examples:
✅ "What responsibilities and restrictions does a Licence Centre Administrator have compared to a Session Creator in a multi-academy trust?"
✅ "What can a Judge see and do in a Private Session and what can’t they do?"

Why This Matters:
Clear roles reduce confusion, ensure compliance, and foster accountability.

Question Framework #2 – Perspective Shift

"How does [process/challenge] look from the perspective of [role]?"

Examples:
✅ "How does onboarding feel from a new Session Creator’s point of view, and what ‘pain points’ might they encounter?"
✅ "What is most important to Judges when participating in cross-school Multi-Centre Sessions?"

Benefits:

Question Framework #3 – Relationship Mapping

The Template:
"How do [Role A] and [Role B] interact during [task/process]?"

Examples:
✅ "What is the workflow between a Licence Centre Administrator and Session Creators when setting up a DataShare-enabled session?"
✅ "How do IT administrators and RM Compare administrators collaborate to maintain account security?"

Benefits:

Question Framework #4 – Decision Impact

The Template:
"If we [make a change/decision], what are the consequences for [roles/processes]?"

Examples:
✅ "If we start using DataShare for all collaborative sessions, what changes for Session Creators and how should administrators respond?"
✅ "What happens to user access if an administrator leaves the organization?"

Benefits:

Question Framework #5 – System Design

The Template:
"What’s the optimal structure for [process/policy] given [our constraints/goals/organization]?"

Examples:
✅ "Design a workflow for onboarding and supporting Session Creators at scale in a dispersed organization."
✅ "Recommend a policy for rotating administrator accounts to balance security and business continuity."

Outcome:

Lesson 3: Scenario Questions – Bringing Strategy to Life

Scenario Example 1:
"Describe a scenario where a Judge conflicts with a Session Creator’s decisions. What’s the best process for resolution?"

Scenario Example 2:
"In a Multi-Centre environment, how should roles and permissions be managed to balance trust and data privacy?"

Practice:
Craft a scenario question that challenges your understanding of how roles, policies, and relationships interact in your organization.

Lesson 4: Workshop – Strategic Questions in Action

Exercise 1: Role Mapping (8 min)

Exercise 2: Perspective Shift (8 min)

Exercise 3: Relationship Mapping (8 min)

Exercise 4: Decision Impact (8 min)

Exercise 5: System Design (8 min)

Lesson 5: Building Your Strategic Question Toolkit

Save Your Best Questions:

Lesson 6: Validating Strategic Insights

How to Check for Sound Answers:

Lesson 7: Module 3 Wrap-Up & Next Steps

What You've Mastered:
✅ Crafting questions to map roles and system relationships
✅ Seeing challenges from multiple perspectives
✅ Anticipating the impact of changes and designing effective workflows
✅ Validating and applying strategic insights

Next Module Preview:
Module 4: Analytical Questions – Diving Deep into Sessions and Data

Your Assignment:
Use at least two strategic question templates to analyze a real or anticipated challenge in your RM Compare environment. Document the questions, responses, and any resulting actions or decisions.

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