Problem Framing Workshop: Worksheet
Set subject, evidence, roles, flow, and review.
# Problem Framing Workshop: Worksheet
## Question
To be confirmed
## Desired outcome
To be confirmed
## Scope
Complete run
Time: 90–150 minutes with evidence collected beforehand.
Complete this worksheet on paper or in your own document during the work.
## Preparation for this scope
### Method setup
- **Materials:** Research and operations evidence, stakeholder and context map, assumption log, problem frame, and How Might We question
- **Roles:** Facilitator · problem owner · affected/customer perspective · domain and delivery perspectives · decision owner
- **Advance information:** Gather the decision trigger, available evidence, and hard constraints; park solution ideas initially.
- **Overall time needed:** 90–150 minutes with evidence collected beforehand.
- **Setup:** Prepare a workspace with Evidence · Actors · Impact · Boundary · Question; separate example from live data.
### Prepare for the work steps
#### Evidence: Evidence view
- Gather the decision trigger, available evidence, and hard constraints; park solution ideas initially.
- Research and operations evidence, stakeholder and context map, assumption log, problem frame, and How Might We question
#### Actors: Actor context
- Evidence view
#### Impact: Problem core
- Actor context
#### Boundary: Scope
- Problem core
#### Question: Working question
- Scope
## Problem Framing Workshop · working structure
### Evidence view
Gather observations, data, and quotes; separate facts, interpretations, and solutions.
...
### Actor context
Describe affected people, context, desired progress, and current obstacles concretely.
...
### Problem core
State undesired outcome, significance, and observable impact without presuming cause or solution.
...
### Scope
Negotiate in-scope, out-of-scope, constraints, assumptions, and knowledge gaps.
...
### Working question
Translate the frame into an open How Might We question and test evidence, solution openness, and agency.
...
The blank worksheet contains prompts only.
[Reference · original teaching example](https://www.designcouncil.org.uk/our-resources/the-double-diamond/)
## Evidence: Evidence view
Expected artifact: Evidence view
Gather observations, data, and quotes; separate facts, interpretations, and solutions.
Entry:
...
- [ ] Can every finding be traced to a source or case?
## Actors: Actor context
Expected artifact: Actor context
Describe affected people, context, desired progress, and current obstacles concretely.
Entry:
...
- [ ] Is a concrete group in a situation named rather than a market segment?
## Impact: Problem core
Expected artifact: Problem core
State undesired outcome, significance, and observable impact without presuming cause or solution.
Entry:
...
- [ ] Does it describe outcome and impact rather than a symptom label or solution wish?
## Boundary: Scope
Expected artifact: Scope
Negotiate in-scope, out-of-scope, constraints, assumptions, and knowledge gaps.
Entry:
...
- [ ] Are boundary and exclusions relevant and traceable?
## Question: Working question
Expected artifact: Working question
Translate the frame into an open How Might We question and test evidence, solution openness, and agency.
Entry:
...
- [ ] Does it permit several paths while staying with the evidenced need?
## Open questions and next steps
...
Method guide: https://methodatlas.meierhoff-systems.de/en/methods/problem-framing-workshop/run-sheet
Opportunity Solution Tree: Worksheet
Plan the initial setup and ongoing rhythm for outcomes, opportunities, solutions and tests.
# Opportunity Solution Tree: Worksheet
## Question
To be confirmed
## Desired outcome
To be confirmed
## Scope
Structure continuous discovery
Time: Ongoing practice; no total timebox
Complete this worksheet on paper or in your own document during the work.
## Preparation for this scope
### Method setup
- **Materials:** Outcome definition, sourced research notes, opportunity clusters, a shared tree and space for solution hypotheses and experiment cards.
- **Roles:** A product trio or cross-functional team with product, design/research and engineering; discovery ownership keeps the tree and evidence current.
- **Advance information:** Gather the outcome, target user and current product or customer evidence. Separate customer statements from interpretation.
- **Overall time needed:** Not a one-off workshop. Allow about 1–2 hours to frame the first tree; interviews, tests and updates continue across discovery cycles.
- **Setup:** Place the outcome above opportunities, solutions under the selected opportunity and experiments against solution assumptions. Deepen one target opportunity at a time.
### Prepare for the work steps
#### Outcome: Define a team-controllable outcome
- Product strategy and target user
- Available metric or observable behavior indicator
#### Opportunities: Structure customer opportunities
- Story-based customer interviews or observations
- Outcome and existing opportunity notes
#### Focus: Choose a target opportunity
- Outcome
- Opportunity map and related customer notes
#### Solutions: Explore multiple solution paths
- Target opportunity and outcome signal
- Product, design and technical perspectives
#### Learn: Test assumptions and update the tree
- Solution options and explicit assumptions
- Access to suitable users or data
## Opportunity Solution Tree
### Outcome
Which team-controllable result should improve?
...
### Customer opportunities
Which needs, pain points or desires from concrete customer situations could influence the outcome?
...
### Target opportunity
Which opportunity will guide the next discovery cycle, and why?
...
### Solution options
What different approaches could address this opportunity?
...
### Assumptions and tests
Which risky assumption will each test examine, and what decision follows?
...
Blank worksheet: choose one outcome, connect opportunities to evidence, select a target opportunity, then record solution hypotheses and tests.
[Source: Teresa Torres, Product Talk](https://www.producttalk.org/opportunity-solution-trees/)
## Outcome: Define a team-controllable outcome
Expected artifact: Outcome as the root of the tree
Outcome · target user · signal
Entry:
...
- [ ] Can the team influence the outcome through product decisions?
## Opportunities: Structure customer opportunities
Expected artifact: Customer opportunities with evidence
Need or obstacle · source · open question
Entry:
...
- [ ] Is each opportunity grounded in customer learning?
- [ ] Does it still hide a solution?
## Focus: Choose a target opportunity
Expected artifact: Selected target opportunity with rationale
Opportunity · evidence · rationale
Entry:
...
- [ ] Is the opportunity relevant and understood well enough to explore ideas?
## Solutions: Explore multiple solution paths
Expected artifact: Solution options with assumptions
Option · opportunity addressed · key assumption
Entry:
...
- [ ] Are there different ways to address the opportunity?
## Learn: Test assumptions and update the tree
Expected artifact: Updated tree with tests and decisions
Assumption · test · evidence · decision
Entry:
...
- [ ] Does the test examine an important solution assumption?
- [ ] Is the next decision stated before the test?
## Open questions and next steps
...
Method guide: https://methodatlas.meierhoff-systems.de/en/methods/opportunity-solution-tree/run-sheet