Iceberg Model: Worksheet
Plan a session or initiative to match the actual scope of work.
# Iceberg Model: Worksheet
## Question
To be confirmed
## Desired outcome
To be confirmed
## Scope
Prepare the full method
Time: 30–60 minutes for an initial group analysis; data review and intervention are separate.
Complete this worksheet on paper or in your own document during the work.
## Preparation for this scope
### Method setup
- **Materials:** Event evidence, time-series data where available, affected perspectives and a shared worksheet.
- **Roles:** Facilitator · affected domain roles · data owner; separate hypotheses from findings.
- **Advance information:** Choose materials, data access and participants to fit the research or decision question.
- **Overall time needed:** 30–60 minutes for an initial group analysis; data review and intervention are separate.
- **Setup:** Open the method-specific structure. Fictional examples are for orientation only; keep the blank worksheet separate from actual findings.
### Prepare for the work steps
#### Event: Observe a specific event
- Choose an event and record source, period and system boundary.
- Event evidence, time-series data where available, affected perspectives and a shared worksheet.
#### Patterns: Check patterns over time
- Shared, verifiable starting point
- Event evidence, time-series data where available, affected perspectives and a shared worksheet.
#### Structure: Investigate possible structures
- Evidenced or explicitly tentative trend
- Event evidence, time-series data where available, affected perspectives and a shared worksheet.
#### Assumptions: Test assumptions and interventions
- Structural hypotheses and evidence needs
- Event evidence, time-series data where available, affected perspectives and a shared worksheet.
## Iceberg Model working record
### Events
What happened, when, and according to which source?
...
### Patterns
What is recurring across a stated period?
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### System structures
Which rules, resources or relationships might produce the pattern?
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### Mental models
Which belief or goal may sustain the structure?
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Blank worksheet: prompts only; do not copy example data.
[Introduction to Systems Thinking](https://thesystemsthinker.com/wp-content/uploads/2016/03/Introduction-to-Systems-Thinking-IMS013Epk.pdf)
## Event: Observe a specific event
Expected artifact: Shared, verifiable starting point
Shared, verifiable starting point
Entry:
...
- [ ] Is direct observation separate from interpretation?
## Patterns: Check patterns over time
Expected artifact: Evidenced or explicitly tentative trend
Evidenced or explicitly tentative trend
Entry:
...
- [ ] Does the evidence support a pattern claim?
## Structure: Investigate possible structures
Expected artifact: Structural hypotheses and evidence needs
Structural hypotheses and evidence needs
Entry:
...
- [ ] Are mechanism and evidence status visible?
## Assumptions: Test assumptions and interventions
Expected artifact: Intervention hypothesis with feedback
Intervention hypothesis with feedback
Entry:
...
- [ ] Is there a signal and review date?
## Open questions and next steps
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Method guide: https://methodatlas.meierhoff-systems.de/en/methods/iceberg-model/run-sheet
Behavior Over Time Graph: Worksheet
Set subject, evidence, roles, flow, and review.
# Behavior Over Time Graph: Worksheet
## Question
To be confirmed
## Desired outcome
To be confirmed
## Scope
Complete run
Time: 45–90 minutes for one to three variables; validate data beforehand if needed.
Complete this worksheet on paper or in your own document during the work.
## Preparation for this scope
### Method setup
- **Materials:** BOTG axes, data or explicitly estimated points, event notes, uncertainty markers, and hypothesis log
- **Roles:** Facilitator · people with system experience · data owner · decision owner
- **Advance information:** Set one influenceable variable, unit, and time span; prepare data sources and known events.
- **Overall time needed:** 45–90 minutes for one to three variables; validate data beforehand if needed.
- **Setup:** Prepare a workspace with Variable · Curve · Events · Pattern · Hypotheses; separate example from live data.
### Prepare for the work steps
#### Variable: Labelled axes
- Set one influenceable variable, unit, and time span; prepare data sources and known events.
- BOTG axes, data or explicitly estimated points, event notes, uncertainty markers, and hypothesis log
#### Curve: Evidence-backed curve
- Labelled axes
#### Events: Event annotations
- Evidence-backed curve
#### Pattern: Pattern description
- Event annotations
#### Hypotheses: Test plan
- Pattern description
## Behavior Over Time Graph · working structure
| Variable | Unit | Period | Data points | Pattern | Turning point | Evidence | Hypothesis |
| --- | --- | --- | --- | --- | --- | --- | --- |
| p80 waiting time | | | | | | | |
| Warehouse calls | | | | | | | |
- **p80 waiting time:** Add evidence and rationale.
- **Warehouse calls:** Add evidence and rationale.
The blank worksheet contains prompts only.
[Reference · original teaching example](https://thinkingtoolsstudio.waterscenterst.org/resources/catalog)
## Variable: Labelled axes
Expected artifact: Labelled axes
Set the variable, unit, system boundary, and a sufficiently long time axis.
Entry:
...
- [ ] Are variable, unit, and period explicit without mixing measures in one curve?
## Curve: Evidence-backed curve
Expected artifact: Evidence-backed curve
Plot data points or clearly marked estimates and connect them into a trajectory.
Entry:
...
- [ ] Can actual data, gaps, and estimates be distinguished?
## Events: Event annotations
Expected artifact: Event annotations
Annotate events at their time on the curve without already declaring them causes.
Entry:
...
- [ ] Are event and timing evidenced and separated from causal claims?
## Pattern: Pattern description
Expected artifact: Pattern description
Describe slope, delay, plateau, oscillation, and turning points; compare perspectives.
Entry:
...
- [ ] Does the pattern describe the trajectory without mixing explanation and judgment?
## Hypotheses: Test plan
Expected artifact: Test plan
Form several explanations for relevant turning points and specify needed evidence.
Entry:
...
- [ ] Does each hypothesis have a distinguishing signal and next data source?
## Open questions and next steps
...
Method guide: https://methodatlas.meierhoff-systems.de/en/methods/behavior-over-time-graph/run-sheet
Current Reality Tree: Worksheet
Collect system boundary and verifiable UDEs; keep observations, causal assumptions and possible solutions separate.
# Current Reality Tree: Worksheet
## Question
To be confirmed
## Desired outcome
To be confirmed
## Scope
Complete cycle
Time: Several sessions; 60–120 minutes per logic block
Complete this worksheet on paper or in your own document during the work.
## Preparation for this scope
### Method setup
- **Materials:** UDE cards, evidence, directed links and visible AND junctions.
- **Roles:** System experts with different perspectives and facilitator familiar with TOC logic.
- **Advance information:** Collect system boundary and verifiable UDEs; keep observations, causal assumptions and possible solutions separate.
- **Overall time needed:** Several sessions; 60–120 minutes per logic block
- **Setup:** Arrange UDEs above causes; read arrows from cause to effect and mark AND junctions visibly.
### Prepare for the work steps
#### UDEs: UDEs capture
- System observations
- Evidence
#### Causal chains: Causal chains
- UDEs
- Process knowledge
#### Logic review: Check logic
- Causal skeleton
- Counterevidence
#### Core causes: Examine common driver
- Reviewed logic
- Scope of influence
## Current Reality Tree· worksheet
### UDEs
Which observed undesirable effects and evidence belong to the system?
...
### Causes and conditions
Which complete statements describe causes and intermediate effects?
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### If-then links
Which conditions operate jointly and what effect follows?
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### Checks and gaps
Which arrows are evidenced, what assumptions remain and which counterexamples are checked?
...
### Change focus
Which confirmed cause warrants further change analysis and where does the claim end?
...
Answer the prompts with your own information. Explicitly mark unknowns and assumptions.
[Flying Logic: Current Reality Tree](https://docs.flyinglogic.com/thinking-with-flying-logic/current-reality-tree)
## UDEs: UDEs capture
Expected artifact: UDE list
Is every UDE verifiably observed?
Entry:
...
- [ ] Is every UDE verifiably observed?
## Causal chains: Causal chains
Expected artifact: Causal skeleton
Are the named conditions sufficient for the effect?
Entry:
...
- [ ] Are the named conditions sufficient for the effect?
## Logic review: Check logic
Expected artifact: Reviewed logic
Does the link withstand a concrete counterexample?
Entry:
...
- [ ] Does the link withstand a concrete counterexample?
## Core causes: Examine common driver
Expected artifact: Change focus
Does the driver explain multiple UDEs through checked paths?
Entry:
...
- [ ] Does the driver explain multiple UDEs through checked paths?
## Open questions and next steps
...
Method guide: https://methodatlas.meierhoff-systems.de/en/methods/current-reality-tree/run-sheet
Evaporating Cloud: Worksheet
Set subject, evidence, roles, flow, and review.
# Evaporating Cloud: Worksheet
## Question
To be confirmed
## Desired outcome
To be confirmed
## Scope
Complete run
Time: 60–120 minutes per core conflict.
Complete this worksheet on paper or in your own document during the work.
## Preparation for this scope
### Method setup
- **Materials:** Conflict case, cloud A/B/C/D/D′, assumption cards, and injection log
- **Roles:** Cloud facilitator · representatives of both sides · goal owner · injection owner
- **Advance information:** Choose one recurring conflict with two apparently incompatible actions and a shared goal.
- **Overall time needed:** 60–120 minutes per core conflict.
- **Setup:** Prepare a workspace with Demands · Needs · Goal · Assumptions · Injection; separate example from live data.
### Prepare for the work steps
#### Demands: D and D′
- Choose one recurring conflict with two apparently incompatible actions and a shared goal.
- Conflict case, cloud A/B/C/D/D′, assumption cards, and injection log
#### Needs: B and C
- D and D′
#### Goal: Shared goal
- B and C
#### Assumptions: Assumption map
- Shared goal
#### Injection: Win-win injection
- Assumption map
## Evaporating Cloud · working structure
### D and D′
State opposing prerequisites D and D′ as concrete actions.
...
### B and C
Identify necessary need B or C beneath each demand.
...
### Shared goal
Phrase shared goal A for which both needs are necessary.
...
### Assumption map
Make assumptions behind every necessity and conflict arrow explicit and challenge them.
...
### Win-win injection
Develop an injection that breaks an assumption and preserves B and C; test side effects.
...
The blank worksheet contains prompts only.
[Reference · original teaching example](https://learningcenter.tocico.org/courses/0-to-60-introduction-to-the-thinking-processes-tp)
## Demands: D and D′
Expected artifact: D and D′
State opposing prerequisites D and D′ as concrete actions.
Entry:
...
- [ ] Are they truly incompatible and within influence?
## Needs: B and C
Expected artifact: B and C
Identify necessary need B or C beneath each demand.
Entry:
...
- [ ] Are needs legitimate and distinct from demands?
## Goal: Shared goal
Expected artifact: Shared goal
Phrase shared goal A for which both needs are necessary.
Entry:
...
- [ ] Do B and C support the same measurable goal?
## Assumptions: Assumption map
Expected artifact: Assumption map
Make assumptions behind every necessity and conflict arrow explicit and challenge them.
Entry:
...
- [ ] Is at least one concrete falsifiable assumption visible per arrow?
## Injection: Win-win injection
Expected artifact: Win-win injection
Develop an injection that breaks an assumption and preserves B and C; test side effects.
Entry:
...
- [ ] Does it preserve both needs through a testable mechanism?
## Open questions and next steps
...
Method guide: https://methodatlas.meierhoff-systems.de/en/methods/evaporating-cloud/run-sheet