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Templates

Start with a lightweight working sheet, not a blank canvas.

These are structured plain-text starter sheets for workshops, research sessions, and planning conversations when you need a useful shape quickly.

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Decision shape

Framing & Alignment

Boards for framing a decision, tightening scope, and getting the room onto the same page.

10 templatesEvidence shape

Research & Evidence

Guides for gathering cleaner signal, exposing assumptions, and carrying evidence forward.

7 templatesSystem shape

Mapping & Planning

Canvases for turning a messy service, journey, or plan into something the team can actually work from.

8 templates

Decision shape

Framing & Alignment

  • Crazy 8s sheet

    Eight-cell ideation canvas.

    DISCOVERY WAYPOINT — CRAZY 8s IDEATION · Idea set | 30–45 min | 3–12 people | Difficulty: Low · BEFORE YOU START

    From Crazy 8s Ideation

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • Framework selection matrix

    Compare fit, complexity, and decision confidence.

    DISCOVERY WAYPOINT — PRIORITIZATION FRAMEWORK SELECTION · Selected framework + scoring rubric | 45–60 min | 3–8 people | Difficulty: Low · BEFORE YOU START

    From Prioritization Framework Selection

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • Impact-effort matrix

    Quadrant board with decision tiers.

    DISCOVERY WAYPOINT — IMPACT VS EFFORT PRIORITISATION · Prioritization matrix | 45–75 min | 4–12 people | Difficulty: Low · BEFORE YOU START

    From Impact vs Effort Prioritisation

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • LDJ board

    Pain, challenge, solution, and action lanes.

    DISCOVERY WAYPOINT — LIGHTNING DECISION JAM (LDJ) · Prioritized action list | 60–90 min | 4–12 people | Difficulty: Low · BEFORE YOU START

    From Lightning Decision Jam (LDJ Style)

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • North-star framing board

    Outcome, user progress, opportunities, constraints.

    DISCOVERY WAYPOINT — NORTH STAR OPPORTUNITY FRAMING · North-star framing sheet | 60–90 min | 4–12 people | Difficulty: Low · BEFORE YOU START

    From North Star Opportunity Framing

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • Opportunity scoring sheet

    Criteria-based scorecard with rationale capture.

    DISCOVERY WAYPOINT — CO-CREATION OPPORTUNITY PRIORITIZATION · Prioritized opportunity stack | 90–120 min | 6–16 people | Difficulty: Moderate · BEFORE YOU START

    From Co-creation Opportunity Prioritization

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • Pre-mortem board

    Failure causes, impact score, mitigation actions.

    DISCOVERY WAYPOINT — PRE-MORTEM / RISK STORMING · Risk register | 60–90 min | 5–14 people | Difficulty: Low · BEFORE YOU START

    From Pre-mortem / Risk Storming

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • Principles scorecard

    Template to test principle quality and actionability.

    DISCOVERY WAYPOINT — EXPERIENCE PRINCIPLES WORKSHOP · Experience principles | 90–120 min | 6–14 people | Difficulty: Moderate · BEFORE YOU START

    From Experience Principles Workshop

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • Problem framing board

    Symptoms, root causes, impacts, and HMW lanes.

    DISCOVERY WAYPOINT — PROBLEM FRAMING + HOW MIGHT WE · Problem statement + prioritized HMW set | 75–120 min | 5–15 people | Difficulty: Moderate · BEFORE YOU START

    From Problem Framing and How Might We

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • Usability test plan

    Objectives, participants, tasks, criteria, schedule.

    DISCOVERY WAYPOINT — USABILITY TEST PLAN · Usability test plan | 60–90 min to design | 3–8 people | Difficulty: Low · TEST OVERVIEW

    From Usability Test Plan Workshop (Lightweight)

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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Evidence shape

Research & Evidence

  • Assumption matrix

    Impact vs uncertainty canvas with test backlog area.

    DISCOVERY WAYPOINT — ASSUMPTION MAPPING · Assumption heatmap | 60–90 min | 4–10 people | Difficulty: Low · BEFORE YOU START

    From Assumption Mapping

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • Concept card template

    Audience, value, flow, assumptions, metrics.

    DISCOVERY WAYPOINT — CONCEPT CARD · Concept cards | 75–120 min | 4–12 people | Difficulty: Moderate · BEFORE YOU START

    From Concept Poster / Concept Cards

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • Interview guide template

    Sectioned script with objective and probes.

    DISCOVERY WAYPOINT — INTERVIEW DISCUSSION GUIDE · Interview guide | 60–90 min to design | 3–8 people | Difficulty: Low · Project / study: ________________________________________

    From Interview Discussion Guide Workshop

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  • JTBD interview guide

    Question flow for trigger, alternatives, outcomes.

    DISCOVERY WAYPOINT — JOBS TO BE DONE INTERVIEW GUIDE · JTBD force map | Difficulty: High · WHO TO INTERVIEW

    From Jobs To Be Done Interview Sprint (Lightweight)

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • Observation capture sheet

    Behavior, context, pain, and opportunity columns.

    DISCOVERY WAYPOINT — SERVICE SAFARI OBSERVATION · Observation notes + insight themes | 3–4 hours | 2–8 people | Difficulty: High · BEFORE YOU START

    From Service Safari Observation

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • Persona hypothesis card

    Goals, pains, context, behaviors, confidence labels.

    DISCOVERY WAYPOINT — PERSONA HYPOTHESIS WORKSHOP · Hypothesis personas | 75–120 min | 5–12 people | Difficulty: Moderate · BEFORE YOU START

    From Persona Hypothesis Workshop

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • Service blueprint canvas

    Frontstage, backstage, support systems, and evidence lines.

    DISCOVERY WAYPOINT — SERVICE BLUEPRINT · Service blueprint | 120–180 min | 6–14 people | Difficulty: Moderate · BEFORE YOU START

    From Service Blueprinting

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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System shape

Mapping & Planning

  • Affinity board

    Column layout for notes, clusters, and insight headlines.

    DISCOVERY WAYPOINT — AFFINITY MAPPING · Insight themes | 45–75 min | 3–10 people | Difficulty: Low · BEFORE YOU START

    From Affinity Mapping

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • Current-future map

    Two-column map with gaps and actions.

    DISCOVERY WAYPOINT — CURRENT VS FUTURE STATE MAPPING · Current/future state map | 90–120 min | 5–12 people | Difficulty: Moderate · BEFORE YOU START

    From Current vs Future State Mapping

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  • Journey map board

    Stages, touchpoints, pains, emotions, and opportunities.

    DISCOVERY WAYPOINT — CUSTOMER JOURNEY MAP · Current-state journey map | 90–150 min | 6–15 people | Difficulty: Moderate · BEFORE YOU START

    From Customer Journey Mapping

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • OST canvas

    Outcome, opportunities, solutions, and experiment lanes.

    DISCOVERY WAYPOINT — OPPORTUNITY SOLUTION TREE (LIGHTWEIGHT) · Opportunity-solution tree | 90–120 min | 4–10 people | Difficulty: Moderate · BEFORE YOU START

    From Opportunity Solution Tree (Lightweight)

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • Principle metric map

    Principle, behavior, metric, owner, cadence.

    DISCOVERY WAYPOINT — DESIGN PRINCIPLES TO METRICS · Principle-to-metric map | 75–105 min | 4–10 people | Difficulty: High · BEFORE YOU START

    From Design Principles to Metrics

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • Stakeholder map canvas

    Influence vs support matrix with action lane.

    DISCOVERY WAYPOINT — STAKEHOLDER MAPPING · Stakeholder influence map | 60–90 min | 4–12 people | Difficulty: Low · BEFORE YOU START

    From Stakeholder Mapping

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  • Storyboard frame set

    8-12 panel storyboard template.

    DISCOVERY WAYPOINT — STORYBOARDING · Storyboard artifact | 60–90 min | 3–10 people | Difficulty: Low · BEFORE YOU START

    From Storyboarding

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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  • VPC template

    Customer profile and value map with fit checkpoint.

    DISCOVERY WAYPOINT — VALUE PROPOSITION CANVAS · Value proposition canvas | 90–120 min | 4–10 people | Difficulty: Moderate · BEFORE YOU START

    From Value Proposition Canvas Workshop

    Structured plain text — copy into Notion, FigJam, Miro, or a shared doc.

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