MetodicMETODIC | learn
ideation

Hierarchical Card Sorting (HCS)

Hierarchical Card Sorting is a participatory method that helps uncover how people categorize and rank different concepts or ideas. It's effective for understanding diverse perspectives and establishing shared priorities within a group.

60-120 min3-12 peopleHard
When to Use

Use this method when you need to understand how different stakeholders perceive and prioritize various aspects of a complex issue, especially when seeking to build consensus around evaluation criteria.

How It Works

Solves: Differing mental models preventing shared understanding, difficulty prioritizing diverse perspectives.

Step-by-Step Instructions
Follow these steps to facilitate this method
  1. 1

    Step 1: Prepare cards with key concepts or criteria written on each. (15 min)

  2. 2

    Step 2: Participants individually sort cards into categories that make sense to them. (20 min)

  3. 3

    Step 3: Participants name each category they created. (10 min)

  4. 4

    Step 4: As a group, combine individual sorts into a shared hierarchy, discussing and resolving differences. (45 min)

  5. 5

    Step 5: Document the final hierarchy and discuss its implications for evaluation criteria. (10 min)

Facilitator Tips
  • Encourage participants to explain their reasoning behind their groupings.
  • Be prepared to facilitate discussions and help the group reach consensus.
Variations
  • Use different colored cards to represent different stakeholder groups.
  • Conduct individual sorts followed by a whole-group sort.
Source: BetterEvaluation.orgLearn more