Free worksheet / Find a shared starting point

Shared challenge canvas

Use this when people agree something should change, but describe the problem differently.

No account or email required. Read the guide, try the worksheet, or download a blank copy.

Use the worksheet ↓

How to use this worksheet

  1. Start with separate perspectives. Ask each person to describe a situation they have actually experienced before discussing possible solutions.
  2. Compare the answers. Look for common experiences, conflicting priorities and people whose views are missing. Keep unresolved differences in the notes.
  3. Write a provisional challenge together. Describe who is affected and what should improve without prescribing a product, program or tool.
  4. Choose one question to investigate. Assign an owner and a next conversation, then revise the canvas as you learn.

A worked example

Illustrative scenario — not a client result.

Imagine a volunteer group whose event preparation keeps slipping. Some people ask for a new task app; others say there are too many meetings. The canvas helps them examine the work before committing to either solution.

What is happening?
Preparation tasks are often reassigned during the final week. The group has examples from its last two events, but has not yet counted how often this happens.
Who experiences it?
Volunteer organizers and new helpers are affected. People who stopped volunteering are missing from this conversation; their experience may change the picture.
What would better look like?
Each volunteer can identify their next task and who to ask for help. Organizers want fewer last-minute surprises without adding another standing meeting.
What do you already know?
Two organizers say ownership is unclear. That is a starting observation, not proof that unclear ownership is the only cause.
What needs to be understood next?
One organizer will ask three volunteers how they understood their responsibilities before the next planning session.

What to watch for

Do not erase disagreement to produce a tidy problem statement. If participants describe different problems, record them separately and decide which question to explore first.

01 / Find a shared starting point

Shared challenge canvas

Use this when people agree something should change, but describe the problem differently.

Invite people to write their own answers first. Compare them together before combining them into one canvas. Keep disagreements visible; they are useful questions to explore.

Download blank template (.txt) ↓
Read the prompts & add your notes
Describe a specific situation people experience. Separate what you have observed from what you are assuming.Name the people affected, including those missing from this conversation. How will you hear from them?Describe a useful change in everyday terms. Where do people agree, and where do their priorities differ?List observations, conversations, or evidence. Note whose perspective each comes from.Choose one unanswered question. Name who will explore it, with whom, and by when.

Your notes stay in this page and are not submitted to us. Download them before leaving or refreshing.

Choose your next step

Use the collaboration map to decide whose perspective needs to be included next.

Open the next worksheet →

For a real account of bringing community perspectives into planning, read the Roots Rising story. It illustrates the broader approach; it is not a claim that this worksheet was used there.

See the Roots Rising community planning story →

Bring your challenge to a conversation →