open · Strategy, Problem Solving · 100 min · 2-40 people · medium energy
Scoping Canvas
The Scoping Canvas is a one-page template designed to help teams align on the scope of an innovation project by defining what is in and out of scope, without prematurely focusing on specific solutions. It facilitates a shared understanding of the project's boundaries and objectives.
When to use Scoping Canvas
Use this method at the beginning of an innovation project to ensure all team members have a common understanding of the project's scope, preventing scope creep and misaligned expectations.
What it solves
Lack of shared understanding of project boundaries, scope creep, misaligned expectations among team members.
How to run Scoping Canvas, step by step
- Individually fill in the 8 boxes of the canvas with sticky notes. (15 min)
- Facilitate a team discussion, starting from box 2 to box 8, allowing 10 minutes per box. (70 min)
- Hold a final discussion on any outstanding items from the previous step. (10 min)
- Individually reflect on box 1 and write down your challenge statement. (10 min)
- Discuss box 1 and agree on a final challenge statement. (15 min)
Materials needed
- Printed Scoping Canvas or digital template
- Sticky notes
- Pens
- Timer
- Whiteboard or digital collaboration tool
Facilitator tips
- Encourage honest and open discussion about what is truly in and out of scope.
- Remind the team to focus on defining the scope, not generating solutions.
Common pitfalls
- Spending too much time debating minor details. Keep the discussion moving and focus on the big picture.
- Allowing dominant voices to control the discussion. Ensure everyone has a chance to contribute.
Variations
- Use different colored sticky notes to represent different perspectives or departments.
- Conduct a dot voting exercise to prioritize elements within each box.
Running it online or hybrid
Use a collaborative whiteboard tool like Miro or Mural to allow remote teams to contribute sticky notes and engage in real-time discussions.
What it produces
A completed Scoping Canvas with clearly defined in-scope and out-of-scope elements, and a finalized challenge statement.
Origin
Developed by Board of Innovation — source
Build a session around Scoping Canvas
METODIC places Scoping Canvas inside a complete, timed session plan — agenda, worksheets, facilitator guide and slides — matched to your group and goal.