methodEnglish

Frame the perspective and import upstream work

Declare whose map this is, define its boundary, and preserve source provenance.

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Documentation follows the current system language. Missing translations fall back to the page's canonical language.

Workflow and imports

Frame the perspective

State the decision, initiative, system or outcome; purpose; geographic and temporal boundary; map owner; time horizon; and the perspective from which the map is being made. Record privacy or confidentiality constraints explicitly in boundaries, safeguards, or facilitator notes. ā€œThe organizationā€™s viewā€ is incomplete unless the participating roles and excluded viewpoints are named.

Import as a reviewed snapshot

The workbench can recognize structured output from Collaborative Facilitation, Risk & Assumption Stress Test, Theory of Change & Outcome Pathway, Project Viability, Scenario Planning, SWOT, another stakeholder map, and method-neutral JSON. Import is a copy, not a live synchronization. It preserves method, external model and version identifiers, title, import time, snapshot fingerprint, and a local source-artifact link; object identifiers are remapped so references cannot collide with the current map.

Imported actors, assessments, voices, relationships, participation plans, and safeguards are marked as imported and remain candidates until a named person records a review timestamp. The same rule applies to any record marked as AI-origin. Editing one of these records makes its record-level review stale. Never silently merge people with similar names or infer a relationship that the source did not state. Sensitive or anonymous records should remain privacy-safe.

Every import returns the whole map to in review, clears the prior decision, reviewer, authorization date, next-review date, and content fingerprint, marks the handoff draft, and clears any public-disclosure confirmation. Existing conditions and reservations are preserved for renewed review.

  1. Frame perspective, boundary and safeguards.
  2. Import and review sources.
  3. Identify actors and missing voices.
  4. Rate influence, affectedness and interest separately; record stance, needs, concerns, access requirements and voice attribution without collapsing them into one score.
  5. Map evidence-backed relationships.
  6. Design participation and close feedback loops.
  7. Review gaps, limitations and reservations.
  8. Authorize the snapshot and prepare the handoff.