Templates & Tools
Downloadable templates and worksheets to streamline your synthesis process from insight extraction through Problem Tree integration.
Available Templates
These templates provide structured formats for documenting your synthesis work at each phase. Adapt them to your context and workflow.
Insight Extraction Template
WordSystematically extract insights from each stakeholder conversation with source attribution and context.
Affinity Analysis Worksheet
ExcelDocument themes with supporting quotes, Problem Tree implications, and action insights.
Problem Tree Integration Checklist
PDFEnsure thorough integration of synthesis themes into your Problem Tree with traceability.
Synthesis Summary Report
WordComprehensive summary template for sharing synthesis findings with team and stakeholders.
📚 Usage Guides
How to Use These Templates for Individual Work
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1
Download and customize
Adapt templates to your specific context and needs.
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2
Work phase-by-phase
Use Insight Extraction during Phase 1, Affinity Worksheet during Phases 2-4.
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3
Document as you go
Don't wait until end to complete templates.
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4
Use for traceability
Templates create audit trail from stakeholder voices to project decisions.
Pro Tips
- Maintain traceability from stakeholder insights to project decisions
- Document as you work, not retroactively
- Adapt templates to match your workflow preferences
How to Use These Templates for Team Collaboration
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1
Share templates in advance
Ensure everyone uses same format for consistency.
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2
Assign documentation roles
One person captures process while others focus on analysis.
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3
Review templates together
Use completed worksheets as basis for team discussion.
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4
Create shared repository
Store all synthesis documentation in accessible location.
Pro Tips
- Collaborative synthesis sessions benefit from dedicated facilitators
- Use shared digital tools for real-time template completion
- Regular team reviews ensure alignment and quality
🛠️ Additional Tools & Resources
Insight Extraction Code Template
ReferenceMarkdown structure for extracting insights from stakeholder conversations with context and relevance tracking.
Key Features:
- Conversation metadata capture
- Insight type classification
- Problem Tree element relevance
- Conversation summary section
Affinity Analysis Code Template
ReferenceComprehensive markdown worksheet for documenting themes, quotes, implications, and cross-theme synthesis.
Key Features:
- Theme documentation with quotes
- Problem Tree implications tracking
- Priority theme identification
- Theme relationship analysis
Problem Tree Integration Code Template
ReferenceQuality checklist in markdown format for systematic integration verification.
Key Features:
- Traceability verification checklist
- Comprehensiveness checks
- Quality criteria validation
- Action-orientation assessment
Digital Tool Recommendations
ReferenceGuidance on using Google Docs, Miro, Notion, and Excel for synthesis work.
Key Features:
- Google Docs/Word for documentation
- Miro/Mural for visual clustering
- Notion/Airtable for databases
- Excel/Sheets for tracking
Next: Quality Checklist
Learn quality indicators for effective synthesis and common pitfalls to avoid.