methodatlas
Playbooks

Method paths for real work situations.

Playbooks connect several methods, method guides, and artifact templates into an executable workflow. Instead of choosing a single method, you start with a proven path for the situation.

38 of 38 playbooks visible.

Architektur & Domain DesignHybrid

Prepare Architecture Decision

Move from a fuzzy technical problem to a documented, traceable architecture decision.

Decision Framing Workshop · Option Framing · Trade-off Analysis · Architecture Decision Record

4 steps1-5 days
Open playbook
Product & DiscoveryHybrid

Start Product Discovery

Move from a vague product idea to a clear target group, problem hypotheses, and first learning steps.

Problem Framing Workshop · Opportunity Solution Tree · Assumption Mapping · Riskiest Assumption Test

4 steps2-10 days
Open playbook
Operations & LearningHybrid

Learn from Incident

Move from scattered logs and memories to timeline, learning points, and concrete improvements.

Incident Timeline Analysis · Causal Factor Analysis · Blameless Postmortem · Runbook

4 steps2-6 h
Open playbook
Strategie & AlignmentWorkshop

Clarify Strategic Alignment

Move from scattered goals to a traceable strategy, metrics, and priorities.

VMGS · SWOT Analysis · North Star Metric · OKRs

4 steps0.5-2 days
Open playbook
Strategie & AlignmentWorkshop

Establish Team Alignment

Move from unspoken expectations to clear roles, agreements, and decision pathways.

Team Charter · Expectation Mapping · Working Agreements · Delegation Poker

4 steps2-4 h
Open playbook
Product & DiscoveryWorkshop

Moderate Solution Ideation

Move from problem understanding to many ideas, structured selection, and first concept.

How Might We · Brainwriting · Dot Voting · Storyboarding

4 steps2-4 h
Open playbook
UX & ServiceHybrid

Plan and Evaluate UX Research

Move from unclear research questions to reliable qualitative insights and next decisions.

Problem Framing Workshop · User Interviews · Affinity Diagramming · Personas

4 steps1-3 weeks
Open playbook
UX & ServiceAsync

Validate Information Architecture

Move from unclear navigation to tested structure, labels, and findability signals.

Card Sorting · Tree Testing · First-click Testing · Usability Testing

4 steps3-10 days
Open playbook
UX & ServiceWorkshop

Improve Service Experience

Move from visible pain points to frontstage, backstage, and ownership improvements.

Customer Journey Mapping · Service Blueprinting · Process Mapping · Opportunity Solution Tree

4 steps1-3 days
Open playbook
Product & DiscoveryHybrid

Clarify Prioritization and Roadmap

Move from many initiatives to transparent order, scope, and explicit trade-offs.

Opportunity Scoring · RICE Scoring · Cost of Delay · MoSCoW

4 steps2-4 h
Open playbook
Product & DiscoveryHybrid

Set Up a Growth Experiment Loop

Move from a funnel problem to hypothesis, experiment, measurement, and next growth decision.

Pirate Metrics AARRR · Funnel Analysis · Growth Experiment · A/B Testing

4 steps1-3 weeks per loop
Open playbook
Delivery & PlanningWorkshop

Create Backlog Readiness

Move from rough ideas to shippable stories with examples, acceptance criteria, and estimation.

User Story Mapping · Story Splitting · Acceptance Criteria Workshop · Example Mapping · Planning Poker

5 steps1-3 h
Open playbook
Delivery & PlanningHybrid

Improve Estimation and Forecasting

Move from intuition to shared sizing, uncertainty, and delivery forecast.

Affinity Estimation · T-Shirt Sizing · Three-Point Estimation · Monte Carlo Forecasting

4 steps1-3 h setup, ongoing
Open playbook
Operations & LearningWorkshop

Turn Retrospective into Improvement

Move from team feeling to prioritized learning points, experiments, and verifiable change.

Sprint Retrospective · Mad Sad Glad · Start Stop Continue · PDCA Cycle

4 steps60-120 min
Open playbook
Operations & LearningHybrid

Conduct Root Cause Investigation

Move from symptom to contributing causes, patterns, and effective countermeasures.

Problem Framing Workshop · 5 Whys · Fishbone Diagram · Pareto Analysis · A3 Problem Solving

5 steps1-4 h
Open playbook
Operations & LearningWorkshop

Conduct Risk and Readiness Review

Move from optimism to visible risks, controls, tests, and release decision.

Pre-Mortem · Risk Matrix · Failure Scenario Analysis · ROAM Board

4 steps2-4 h
Open playbook
Architektur & Domain DesignWorkshop

Lead Domain Discovery to Boundaries

Move from domain flow to language, events, bounded contexts, and first architecture boundaries.

EventStorming · Domain Storytelling · Bounded Context Canvas · Context Map

4 steps1-3 days
Open playbook
Architektur & Domain DesignHybrid

Build Architecture Documentation

Move from scattered architecture knowledge to views, decisions, and communicable documentation.

arc42 · C4 Model · Views and Beyond · Architecture Communication Canvas

4 steps1-5 days setup, ongoing
Open playbook
Wissen & AIHybrid

Prepare Knowledge Modeling

Move from a knowledge domain to questions, concept model, schema, and validation rules.

Competency Questions · Concept Mapping · Property Graph Schema Design · Shape-First Modeling

4 steps2-10 days
Open playbook
Strategie & AlignmentWorkshop

Plan Stakeholder and Change

Move from an unclear stakeholder landscape to influence strategy, communication, and adoption actions.

Stakeholder Mapping · Power Interest Grid · Stakeholder Salience Model · Communication Plan

4 steps2-4 h setup, ongoing
Open playbook
Strategie & AlignmentWorkshop

Design Systemic Intervention

Move from a complex problem space to leverage points, impact logic, and verifiable intervention.

Systems Mapping · Causal Loop Diagram · Leverage Points · Intervention Mapping

4 steps0.5-3 days
Open playbook
Strategie & AlignmentWorkshop

Set Up Decision Governance

Move from decision bottlenecks to roles, rights, escalation paths, and documented decisions.

Decision Rights Mapping · RAPID · DACI · RAID Log

4 steps2-4 h setup, ongoing
Open playbook
Wissen & AIHybrid

Transfer Learning and Knowledge

Move from implicit knowledge to verifiable understanding, repetition, and team learning.

Knowledge Mapping · Feynman Technique · Teach-back · Learning Review

4 steps1-3 h setup, ongoing
Open playbook
Strategie & AlignmentWorkshop

Clarify Team Interfaces and Collaboration

Move from an unclear team landscape to explicitly agreed interfaces, interaction modes, and sustainable cognitive load.

Spotify Model Mapping · Team Topologies Interaction Modes · Team API · Team Cognitive Load Assessment

4 steps1-2 weeks
Open playbook
Strategie & AlignmentWorkshop

Mediate a Team Conflict

Move from a stuck team conflict to a shared understanding and concretely agreed next steps.

Troika Consulting · Fishbowl Discussion · Alignment Mapping · Decision Jam

4 steps1 week
Open playbook
Strategie & AlignmentHybrid

Understand a Systemic Problem and Find Leverage

Move from a recurring symptom to the underlying system structure and a concrete leverage point.

Iceberg Model · Behavior Over Time Graph · Current Reality Tree · Evaporating Cloud

4 steps3-5 days
Open playbook
Strategie & AlignmentHybrid

Review and Sharpen the Business Model

Move from a structured inventory of the business model to a checked, robust sharpening.

Business Model Canvas · Value Chain Analysis · VRIO Framework · Business Model Stress Test

4 steps1-2 weeks
Open playbook
Product & DiscoveryWorkshop

Develop and Select Ideas

Move from a stuck solution view through an expanded solution space to a prioritized selection of ideas.

SCAMPER · Crazy 8s · Morphological Analysis · ICE Scoring

4 steps2-3 days
Open playbook
Operations & LearningHybrid

Systematically Improve Engineering Quality

Move from a vague quality goal through visible flow and tested hypotheses to a durably anchored standard path.

Goal Question Metric · Kanban · Hypothesis-Driven Troubleshooting · Fault Isolation · Golden Path

5 steps2-4 weeks
Open playbook
Operations & LearningHybrid

Improve the Deployment and Platform Flow

Move from a simulated outage through practiced incident response to a documented, improved learning loop.

Game Day · Incident Command · ChatOps · After-Action Review

4 steps1-2 weeks
Open playbook
Product & DiscoveryHybrid

Derive Product Strategy from Vision

Move from a shared product vision through a solid bet to a measurable KPI structure.

Product Vision Board · DIBB · Impact Mapping · KPI Tree

4 steps1-2 weeks
Open playbook
Product & DiscoveryAsync

Find and Sharpen Growth Levers

Move from the core purpose of growth through a self-reinforcing loop to a concretely designed user hook.

Golden Circle · Flywheel · Hooked Model

3 steps3-5 days
Open playbook
Operations & LearningHybrid

Systematically Solve a Recurring Operations Problem

Move from direct on-site observation through a structured DMAIC treatment to a new, anchored standard.

Gemba Walk · Waste Analysis · DMAIC · Failure Mode and Effects Analysis · Standard Work Analysis

5 steps2-4 weeks
Open playbook
Operations & LearningHybrid

Narrow Down and Sustainably Fix a Technical Root Cause

Move from a precise problem specification through structured cause investigation to a documented 8D report.

Kepner-Tregoe · Fault Tree Analysis · Barrier Analysis · 8D Problem Solving

4 steps1-3 weeks
Open playbook
UX & ServiceWorkshop

Rapidly Co-Create the User Experience

Move from lightweight UX assumptions through a visible journey to converged solution sketches for the most critical touchpoints.

Lean UX Canvas · Customer Journey Canvas · Design Studio

3 steps2-3 days
Open playbook
Architektur & Domain DesignHybrid

Safeguard Architecture Quality Before Implementation

Move from the guardrails of an architecture initiative through prioritized quality scenarios to a solution put up for review.

Architecture Inception Canvas · Quality Attribute Workshop · Risk Storming · Request for Comments

4 steps1-2 weeks
Open playbook
Wissen & AIWorkshop

Share Knowledge Broadly Across the Team

Move from scattered individual knowledge through jointly deepened topics to prioritized, concrete next steps.

1-2-4-All · Mind Mapping · World Café · Lean Coffee

4 steps1 day
Open playbook
Strategie & AlignmentHybrid

Develop Strategy Options Under Uncertainty

Move from an assessed level of environmental uncertainty through your own market position to robust strategy options for several future scenarios.

VUCA Scan · Wardley Mapping · Porter Five Forces · Scenario Planning

4 steps1-2 weeks
Open playbook