The document outlines the Strategy Dashboard, which contains 6 sections for defining key elements of a gamified campaign: 1) Business Metrics, 2) Users, 3) Desired Actions, 4) Feedback, 5) Incentives, and 6) Embedded Tracks. The Strategy Dashboard is meant to be a living reference that is constantly referred back to and modified throughout the Octalysis Design Campaign. It provides the minimum viable information needed to design a fully gamified campaign and get results.

1. The Strategy Dashboard

2. 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

3. Strategy Dashboard
BUSINESS
METRICS
WIN-STATE
PLAYER
DESIRED
ACTIONS
COMMITS
IMPACT
RESULTS
FEEDBACK
STATS
PROGRESS
EMBEDDED
TRACKS INCENTIVES

4. 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

5. BUSINESS METRICS

6. BUSINESS METRICS
END RESULTS OF WHAT YOU WANT TO IMPROVE

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

8. BUSINESS METRICS
Needs to be in the Order of Priority (Critical!)

17. Business Metrics become the Game Objective

18. Write down your
Business Metrics in the
right priority

19. PROCESS
BUSINESS
METRICS

20. DEFINE USERS

21. Personas

22. What Motivates Them
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What Women See What Men See

23. What Motivates Them

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

25. Anti-Core Drives

26. Write down your Targeted
User Types and their
create an Octalysis Chart

27. PROCESS
BUSINESS
METRICS
PLAYER

28. PROCESS
BUSINESS
METRICS
PLAYER
?

29. DEFINE DESIRED
ACTIONS

30. Chronological Order

31. No Step is Too Trivial

32. Leads to Win-States

33. Write down a list of all
your Desired Actions in
Chronological Order

34. PROCESS
BUSINESS
METRICS
WIN-STATE
PLAYER
DESIRED
ACTIONS
COMMITS
IMPACT
RESULTS

35. 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

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

39. PROCESS
BUSINESS
METRICS
WIN-STATE
PLAYER
DESIRED
ACTIONS
COMMITS
IMPACT
RESULTS
FEEDBACK
MECHANICS
PROGRESS
TRACKS

40. 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

41. SAPS (Zichermann)
1.Status!
2.Access!
3.Power!
4.Stuff

42. Best Reward: Boosters
(CD3)

43. Best Reward: Boosters
(CD3)

44. 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

45. Strategy Dashboard
BUSINESS
METRICS
WIN-STATE
PLAYER
DESIRED
ACTIONS
COMMITS
IMPACT
RESULTS
FEEDBACK
STATS
PROGRESS
EMBEDDED
TRACKS INCENTIVES

46. Level 2 Octalysis
Implementation

47. Octalysis Certificate of Completion
!
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

48. Thank You.
Truly.
Octalysis.com @yukaichou
yukai@yukaichou.com