Templates & Tools
Templates for each phase, extraction through integration.
Available Templates
Adapt these to your workflow.
Affinity Analysis Worksheet
ExcelDocument themes with supporting quotes and implications.
Problem Tree Integration Checklist
PDFCheck that synthesis themes are fully integrated.
Synthesis Summary Report
WordShare your synthesis findings with your team.
📚 Usage Guides
Using These Templates
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1
Download and customize
Adapt each template to your context.
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2
Work phase-by-phase
Insight Extraction in Phase 1, Affinity Worksheet in 2-4.
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3
Document as you go
Don't wait until the end.
Team Collaboration Template
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1
Assign roles
One person facilitates, another documents.
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2
Share one board
Everyone sees the same clusters forming.
🛠️ Additional Tools & Resources
Digital Tool Recommendations
ReferenceMiro, Notion, and Excel work well.
Key Features:
- Miro/Mural for clustering