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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 
IMPACT 
RESULTS 
FEEDBACK 
STATS 
PROGRESS 
EMBEDDED 
TRACKS INCENTIVES
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 METRICS 
END 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!)
Octalysis: The Strategy Dashboard (Gamification)
Octalysis: The Strategy Dashboard (Gamification)
Octalysis: The Strategy Dashboard (Gamification)
Octalysis: The Strategy Dashboard (Gamification)
Octalysis: The Strategy Dashboard (Gamification)
Octalysis: The Strategy Dashboard (Gamification)
Octalysis: The Strategy Dashboard (Gamification)
Octalysis: The Strategy Dashboard (Gamification)
Business Metrics become the Game Objective
Write down your 
Business Metrics in the 
right priority
PROCESS 
BUSINESS 
METRICS
DEFINE USERS
Personas
What Motivates Them 
2GTHGEV)NQUU[2KPM 
5VWPPKPI(QNFU 
$CNCPEGF4KDDQP 
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 
IMPACT 
RESULTS
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
Octalysis: The Strategy Dashboard (Gamification)
Octalysis: The Strategy Dashboard (Gamification)
Write down a list of 
Feedback Mechanics that 
you can interact with your 
users with
PROCESS 
BUSINESS 
METRICS 
WIN-STATE 
PLAYER 
DESIRED 
ACTIONS 
COMMITS 
IMPACT 
RESULTS 
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 
IMPACT 
RESULTS 
FEEDBACK 
STATS 
PROGRESS 
EMBEDDED 
TRACKS INCENTIVES
Level 2 Octalysis 
Implementation
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
Thank You. 
Truly. 
Octalysis.com @yukaichou 
yukai@yukaichou.com

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Octalysis: The Strategy Dashboard (Gamification)