Canvases, Guides & Worksheets
Structured tools you can use directly in your work. Each one is labeled with what it does, who it is for, and whether it is currently available. Resources are added as they reach readiness.
Ready to download and use now.
Being built or tested. Not yet downloadable.
Defined and scheduled. Release is near.
Planned. Not yet in active development.
Foundation Canvases
The core structured worksheets for applying the How We Excel architecture to real work. Start here.
Adaptive Work V Canvas
A full-cycle structured worksheet for applying the Adaptive Work V to any bounded work effort — from need definition through stakeholder mapping, function analysis, architecture, implementation, verification, validation, and sustainment. The most comprehensive entry point into the HWE architecture.
Stakeholder Validity Canvas
A structured worksheet for mapping stakeholders before defining the work. Distinguishes users, maintainers, funders, approvers, resistors, and those who live with outcomes — and prompts for who is absent but needed for validation to be meaningful.
Team-Building V Canvas
The Adaptive Work V applied specifically to team formation. Guides a leader or design team through stakeholder mapping, function identification, architecture, and valid team design before selecting people. Prevents the most common formation errors before they happen.
Function & Cognitive Tools
Reference guides and worksheets for defining required functions and mapping cognitive access across a team.
Function / Subfunction Guide
A reference guide for identifying and categorizing required functions — distinguished from roles, tools, and job titles. Includes a working taxonomy of function categories organized by V stage and a prompting worksheet for function identification sessions.
Team Cognitive Access Map
A worksheet for assessing cognitive approach coverage across a team using the CAP-5 dimensions — which approaches are reliably present, which are underrepresented, and what the coverage pattern suggests about team blind spots or functional gaps.
CAP-5 Self-Assessment Instrument
Self-guided cognitive approach preference mapping across all 9 dimensions. In development — not yet available.
Conflict, Agreement & Decision Tools
Structured protocols for navigating disagreement, forming explicit agreements, and documenting decisions in shared-work contexts.
Structured Disagreement Protocol
A conversation structure for navigating persistent team disagreement — distinguishing conflict at the level of facts, requirements, functions, and values. Surfaces the real level of disagreement so it can be addressed directly rather than argued about indirectly.
Validation Checklist
A structured prompt set for distinguishing verification ("did we build it correctly?") from validation ("did we build the right thing?") — and for ensuring stakeholder presence in both. Most useful at the completion of a bounded work effort.
Agreement Repair Worksheet
For revisiting broken or unclear agreements — distinguishing formation failures from changed conditions. In development.
Resources in development
These are defined and actively being built. They will appear in the sections above when they reach readiness. Join the interest list to be notified when they drop.
Requirements Definition Worksheet
Structured prompt set for distinguishing requirements from preferences, assumptions, and constraints.
Sustainment Planning Guide
Structured planning tool for ensuring solutions can be used, maintained, and adapted after implementation.
Cognitive Partnering Guide
Structured guide for two people in shared leadership to use their CAP-5 profiles deliberately. Planned.
Every resource on this page is designed to support shared work — not to evaluate, rank, or disadvantage individuals. No resource here should be used for hiring, promotion, clinical assessment, compatibility scoring, or high-stakes irreversible decisions without specific validation for that use. When in doubt, ask: is this helping the work, or labeling the person?
New resources added as they're ready
The interest list is notified first when a new canvas, guide, or instrument is released. No sales sequence — just the update.
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