Product Vision Board: Worksheet
Plan Product Vision Board around its domain steps and the concrete decision question.
# Product Vision Board: Worksheet
## Question
To be confirmed
## Desired outcome
To be confirmed
## Scope
Full workshop
Time: 90–120 minutes
Complete this worksheet on paper or in your own document during the work.
## Preparation for this scope
### Method setup
- **Materials:** Strategic context, user and market evidence, business goals and constraints, shared workspace, source links, and decision log.
- **Roles:** Product owner · sponsor · Research · Design/Tech · Business
- **Advance information:** Collect Strategic context, user and market evidence, business goals and constraints in advance and mark open assumptions.
- **Overall time needed:** 90–120 minutes
- **Setup:** Prepare vision plus four connected fields: target group, needs, product, and business goals visibly and calibrate assessment terms before starting.
### Prepare for the work steps
#### Set vision: Set vision
- Strategic context
- user and market evidence
- business goals and constraints
#### Target and need: Target and need
- vision statement
- user and market evidence
- business goals and constraints
#### Define product: Define product
- customer focus
- user and market evidence
- business goals and constraints
#### Set business goals: Set business goals
- product concept
- user and market evidence
- business goals and constraints
## product vision board
### Vision
Positive change · purpose
...
### Target group
Segment · context · evidence
...
### Needs/Product
Need · core value · differentiation
...
### Business goals
Measure · target · horizon
...
[Roman Pichler: Product Vision Board](https://www.romanpichler.com/tools/product-vision-board/)
## Set vision: Set vision
Expected artifact: vision statement
vision statement · source · uncertainty · next decision
Entry:
...
- [ ] Does the vision describe impact rather than features?
## Target and need: Target and need
Expected artifact: customer focus
customer focus · source · uncertainty · next decision
Entry:
...
- [ ] Are segment and need specific enough?
## Define product: Define product
Expected artifact: product concept
product concept · source · uncertainty · next decision
Entry:
...
- [ ] Does the product answer the needs?
## Set business goals: Set business goals
Expected artifact: vision board
vision board · source · uncertainty · next decision
Entry:
...
- [ ] Are user and business outcomes connected?
## Open questions and next steps
...
Method guide: https://methodatlas.meierhoff-systems.de/en/methods/product-vision-board/run-sheet
DIBB: Worksheet
Plan DIBB around its domain steps and the concrete decision question.
# DIBB: Worksheet
## Question
To be confirmed
## Desired outcome
To be confirmed
## Scope
Establish and review the practice
Time: 60–90 minutes; recurring review
Complete this worksheet on paper or in your own document during the work.
## Preparation for this scope
### Method setup
- **Materials:** Quality-checked data, market and user context, strategic options, shared workspace, source links, and decision log.
- **Roles:** Product/Strategy · Data · Research · executive decision owner
- **Advance information:** Collect Quality-checked data, market and user context, strategic options in advance and mark open assumptions.
- **Overall time needed:** 60–90 minutes; recurring review
- **Setup:** Prepare data → insight → belief → bet as an explicit reasoning chain visibly and calibrate assessment terms before starting.
### Prepare for the work steps
#### Data evidence: Data evidence
- Quality-checked data
- market and user context
- strategic options
#### Insight: Insight
- data record
- market and user context
- strategic options
#### Belief: Belief
- insight
- market and user context
- strategic options
#### Strategic bet: Strategic bet
- belief
- market and user context
- strategic options
## DIBB strategy chain
### Data
Data information to record
...
### Insight
Insight information to record
...
### Belief
Belief information to record
...
### Bet
Bet information to record
...
Enter only real input, sources, and decisions.
[Gibson Biddle: DIBB](https://gibsonbiddle.medium.com/2-the-dibb-strategy-model-6af9a0f08f5b)
## Data evidence: Data evidence
Expected artifact: data record
data record · source · uncertainty · next decision
Entry:
...
- [ ] Are data observed rather than interpreted?
## Insight: Insight
Expected artifact: insight
insight · source · uncertainty · next decision
Entry:
...
- [ ] Does insight follow from several pieces of evidence?
## Belief: Belief
Expected artifact: belief
belief · source · uncertainty · next decision
Entry:
...
- [ ] Is the belief falsifiable?
## Strategic bet: Strategic bet
Expected artifact: bet
bet · source · uncertainty · next decision
Entry:
...
- [ ] Does the bet follow directly from the belief?
## Open questions and next steps
...
Method guide: https://methodatlas.meierhoff-systems.de/en/methods/dibb/run-sheet
Impact Mapping: Worksheet
Plan the shared conversation from the goal through actors and behavior changes to possible options.
# Impact Mapping: Worksheet
## Question
To be confirmed
## Desired outcome
To be confirmed
## Scope
Develop an impact map
Time: About 90–120 minutes
Complete this worksheet on paper or in your own document during the work.
## Preparation for this scope
### Method setup
- **Materials:** Wall space or digital mind-map board, cards for goal, actor, impact and deliverable, outcome signals and available evidence.
- **Roles:** Business and technical owners, product team, affected user or domain perspective and one facilitator.
- **Advance information:** Gather the Why goal and current baseline. Review available indicators, influence boundaries and ongoing initiatives.
- **Overall time needed:** About 90–120 minutes for a focused first mapping pass; impact measurement and delivery review happen later.
- **Setup:** Start with Why, then branch through Who, How and What. Keep each What proposal connected to its actor and impact.
### Prepare for the work steps
#### Why: Set a measurable goal
- Business or product goal
- Baseline, horizon and influence where known
#### Who: Identify relevant actors
- Goal and system boundaries
- Customer, business and delivery perspectives
#### How: Describe desired behavior changes
- Actor groups
- Goal and relevant user or business evidence
#### What: Derive possible deliverables
- Goal, actor and impact branches
- Product, service and organizational options
## Impact map: goal, actors, impacts and options
| Possible branch | Actor | Behavior change | Optional deliverable |
| --- | --- | --- | --- |
| Branch 1 | | | |
| Branch 2 | | | |
| Branch 3 | | | |
- **Branch 1:** Which actor, behavior and possible support belong together?
- **Branch 2:** How could this group support or obstruct the goal?
- **Branch 3:** Which other group can influence the impact?
Blank worksheet: define the goal outside the table. For each branch, record the actor, desired behavior change, possible support and assumption.
[Source: Gojko Adzic](https://www.impactmapping.org/drawing.html)
## Why: Set a measurable goal
Expected artifact: Goal at the center of the impact map
Why · outcome · horizon
Entry:
...
- [ ] Does the goal state an outcome rather than a solution delivery?
## Who: Identify relevant actors
Expected artifact: Actor groups connected to the goal
Actor · ability to influence · affectedness
Entry:
...
- [ ] Are actors connected to the goal through their possible behavior?
## How: Describe desired behavior changes
Expected artifact: Impact branches for each actor
Actor → behavior → contribution to the goal
Entry:
...
- [ ] Does each impact describe a behavior change?
- [ ] Is its connection to the goal clear?
## What: Derive possible deliverables
Expected artifact: Optional deliverables for each impact
Option → impact → actor → goal
Entry:
...
- [ ] Can each deliverable be traced through an impact to the goal?
- [ ] Which assumption should be tested before delivery?
## Open questions and next steps
...
Method guide: https://methodatlas.meierhoff-systems.de/en/methods/impact-mapping/run-sheet
KPI Tree: Worksheet
Plan KPI Tree around its domain steps and the concrete decision question.
# KPI Tree: Worksheet
## Question
To be confirmed
## Desired outcome
To be confirmed
## Scope
Establish and review the practice
Time: 60–90 minutes initially; monthly 30-minute review
Complete this worksheet on paper or in your own document during the work.
## Preparation for this scope
### Method setup
- **Materials:** Strategic outcome, Metric definitions and data sources, Known value drivers, shared workspace, source links, and decision log.
- **Roles:** Product/business owner · Analytics · data owners · representatives of teams controlling inputs
- **Advance information:** Collect Strategic outcome, Metric definitions and data sources, Known value drivers in advance and mark open assumptions.
- **Overall time needed:** 60–90 minutes initially; monthly 30-minute review
- **Setup:** Prepare a hierarchical outcome-driver-input chain with a formula and hypothesis for every link visibly and calibrate assessment terms before starting.
### Prepare for the work steps
#### Define outcome: Define outcome
- Strategic outcome
- Metric definitions and data sources
- Known value drivers
#### Decompose drivers: Decompose drivers
- outcome definition
- Metric definitions and data sources
- Known value drivers
#### Define inputs: Define inputs
- driver tree
- Metric definitions and data sources
- Known value drivers
#### Validate links: Validate links
- metric contracts
- Metric definitions and data sources
- Known value drivers
## KPI tree
### Outcome
Definition · population · formula · window
...
### Drivers
Activation · repeat · value realisation · edge hypotheses
...
### Controllable inputs
Team-level actions and input metrics
...
### Guardrails
Side effects and metrics that must not degrade
...
### Metric contracts
Formula · source · owner · quality · validation
...
Enter only real input, sources, and decisions.
[Amplitude: North Star Playbook](https://amplitude.com/north-star)
## Define outcome: Define outcome
Expected artifact: outcome definition
outcome definition · source · uncertainty · next decision
Entry:
...
- [ ] Can two analysts calculate the same value from the same raw data?
## Decompose drivers: Decompose drivers
Expected artifact: driver tree
driver tree · source · uncertainty · next decision
Entry:
...
- [ ] Are drivers jointly sufficient, separable, and plausibly influenceable?
## Define inputs: Define inputs
Expected artifact: metric contracts
metric contracts · source · uncertainty · next decision
Entry:
...
- [ ] Does every metric have a formula, source, owner, and known data gap?
## Validate links: Validate links
Expected artifact: validation log
validation log · source · uncertainty · next decision
Entry:
...
- [ ] Is the evidence supporting or weakening each critical edge explicit?
## Open questions and next steps
...
Method guide: https://methodatlas.meierhoff-systems.de/en/methods/kpi-tree/run-sheet