PDCA
A loop of Plan, Do, Check, Act. Decide how you will judge the result before you start, then run a small test and improve.
- When to use it
- When you are unsure what works and can afford to learn by trying.
- A question to try
- Will a new onboarding email improve sign-ups?
Small project canvas
A one-page canvas: who it is for, their problem, the value you offer, what you will try, what you need, and how you will know it worked. Each box should support the others.
- When to use it
- When an idea needs to become a plan you can start this week.
- A question to try
- Is this community workshop idea worth running?
4P
Design an offer through four choices: Product, Price, Place (how it reaches people), and Promotion. Check that the four tell one consistent story.
- When to use it
- When planning how to bring something to its audience.
- A question to try
- How should we price and sell our new online course?
GROW
A coaching sequence: clarify the Goal, describe the current Reality, widen the Options, then commit to what you Will do. Go back a step whenever the picture changes.
- When to use it
- When you or someone you support is stuck and needs a way forward.
- A question to try
- How do I move toward a management role?
5W2H
Check a plan against seven questions: What, Why, Who, When, Where, How, and How much. Gaps show up as blanks; mark them as undecided instead of guessing.
- When to use it
- Before committing to a plan, to make sure nothing important is missing.
- A question to try
- Are we ready to announce the new policy?
Gap analysis
Describe where you want to be, where you are now, the gap between them, and the actions that close it. Use the same measures for both states.
- When to use it
- When you have a goal and need to plan the concrete steps to it.
- A question to try
- What would it take to reach conversational English by next year?
WBS
Break a deliverable into smaller parts, then those parts into pieces small enough to manage. It shows the full scope of the work.
- When to use it
- When a project feels big and you need to see everything it includes.
- A question to try
- What is really involved in launching our website?
SMART
Shape a goal so it is Specific, Measurable, Achievable, Relevant, and Time-bound. Then rewrite it as one clear sentence.
- When to use it
- When a goal is vague and you need one you can act on and check.
- A question to try
- What exactly is our sales target for this quarter?
WOOP
Work through Wish, Outcome, Obstacle, and Plan in that order. Take time to imagine the outcome and your inner obstacle, then make an if–then plan.
- When to use it
- When a goal is clear but a habit or feeling keeps getting in the way.
- A question to try
- How can I keep reading after dinner?
Test Card
Define one hypothesis, a test, a metric, and a decision threshold before experimenting. This note format records one hypothesis at a time.
- When to use it
- When you want to test an idea on a small scale before committing more resources.
- A question to try
- Would people sign up for a lunchtime book club?
15% Solutions
Find actions within your current freedom and resources, without extra permission or resources. The 15% is a metaphor. These three fields adapt a shared consultation method for individual notes.
- When to use it
- When a large challenge feels overwhelming and you want an action you can start now.
- A question to try
- What can I start myself to improve information sharing?
Sky, Rain, Umbrella
Sky is fact, rain is interpretation, and umbrella is action or a solution. Separate what you know from what you infer, then decide what to do.
- When to use it
- When reporting a situation or deciding how to respond to a problem.
- A question to try
- How should we respond to low event registrations?
Purpose-to-Practice
Revise the five elements together. This can prepare an individual draft, but discuss it with participants before treating it as a shared agreement.
- When to use it
- Connect purpose with people and ways of organizing.
- A question to try
- Start a community book club
Opportunity Solution Tree
Connect an outcome to opportunities, solutions, and assumption tests using parent links. Opportunities may have sub-opportunities. Unlinked entries are drafts. Use concrete customer experiences as evidence; scoring and conclusions are not automatic.
- When to use it
- Connect outcomes, opportunities, solutions, and assumption tests.
- A question to try
- Help people create their first note