Works with Claude, ChatGPT, Gemini, or your own local model: paste this prompt and your AI will co-facilitate this exercise with you.

Help me prepare and run the exercise below. First ask for my participant count, time, setting, access needs and intended result. Check these against the stated limits. Use the supplied rules and materials. Explain any proposed changes before using them, and label them as adaptations. Do not invent source claims or require personal disclosure. Give me one step at a time when I say start. I manage the people, physical activity and clock; do not claim to observe the room. Ask me what happened before choosing a next step.

Reference revision: 9ae7eafa1f33b57761f56de91e6f6f7e7a9c80456d7ef60241fc7e9ad92d18cf

# Learning Canvas

Participants map a shared challenge across five canvas sections: current problems, past experiences, expected results, potential ideas, and immediate experiments to test.

**Time:** 45 minutes. UWT suggested duration. The multi-movement progression requires 45 minutes to brainstorm, clarify feasibility, and agree on short-term trials.
**People:** 4 to 16. Whole group working on a shared board, using silent individual writing followed by structured facilitator-led clustering.

## Choose this exercise

**Purpose:** Convert team experiences, past missteps, and current operational problems into prioritized, testable short-term experiments.
**Use it when:** Use when a team faces a recurring challenge or needs to build shared knowledge around a specific focus area before starting new work.
**Skip it when:** Skip when the team already has a fixed mandatory plan with no room for adjustments, or during live incident triage that requires immediate top-down direction.

## Materials and tools

- 1 large wall canvas or whiteboard partitioned into 5 columns: Problems, Experiences, Expected Results, Ideas, and Try This!
- 5 pads of sticky notes
- 1 marker per participant
- 3 voting dots per participant (or dry-erase markers for dot voting)
- 1 countdown timer
- 1 laptop for the facilitator or designated scribe

## Before participants arrive

1. Draw 5 columns on the board: [Past] Problems, [Past] Experiences, [Future] Expected Results, [Future] Ideas, and [Future] Try This!.
2. Write the designated focus theme clearly across the top header of the canvas (for example, 'Reducing sprint planning churn').
3. Distribute sticky notes and markers to all participants.

## Say this to open

Welcome. Today we will use the Learning Canvas to pool what we know about our theme and convert past experiences into concrete actions. We will move through five columns: problems, past experiences and missteps, target results, potential ideas, and small experiments to test soon. Everyone is invited to post written notes. When we review, verbal sharing is optional; you may read your note aloud, have me read it, or pass.

## How to run it

### 1. Frame the theme and list problems (7 minutes)

State the focus theme. Give participants 3 minutes of silent writing to record current problems on sticky notes, one item per note. Participants post their notes into the 'Problems' column. The facilitator reads the notes aloud, grouping direct duplicates with group consent.

### 2. Share past experiences and failures (11 minutes)

Prompt participants to recall past projects, personal lessons, or external failures related to this theme. Participants write silently for 3 minutes and post notes in the 'Experiences' column. The facilitator opens the floor for brief 20-second optional verbal highlights. Up to 8 volunteers share quick context, or participants may pass and let their notes stand as written.

### 3. Define expected results (7 minutes)

Ask: 'What specific outcomes do we want to achieve?' Participants spend 2 minutes writing target goals and measurable end states, then place them in 'Expected Results'. The facilitator reads them and quickly clusters similar cards into 2 or 3 distinct outcome statements, confirming consensus with a quick thumbs-up check.

### 4. Brainstorm and prioritize ideas (12 minutes)

Run two idea passes. First, participants spend 3 minutes writing solution ideas on notes and posting them in 'Ideas'. The facilitator reads ideas aloud quickly, pausing only to ask the author for brief clarification if feasibility is unclear. Give each participant 3 voting dots. Participants place dots on the ideas they believe are most viable.

### 5. Select experiments to try (8 minutes)

Transfer the top 1 or 2 voted ideas to the 'Try This!' column. Work with the group to convert each idea into a concrete test that fits within the next one to two weeks. Assign one volunteer owner and a specific review date for each experiment.


## Debrief questions

- Which past experience on the board gave us the most useful insight?
- What makes our selected trial realistic to complete within the next two weeks?
- Who will gather the results of the experiment, and on what date will we review them?

**Finished output:** A completed five-column canvas with mapped problems, past lessons, agreed target results, prioritized ideas, and at least one owned experiment committed for the next two weeks.

## Remote

Create a shared virtual whiteboard with 5 columns matching the template. Participants create digital notes in private mode before revealing them to the group. The facilitator clusters items on screen. Use built-in voting features or reaction stamps for prioritization. Keep audio open for optional context sharing.

## Hybrid

Project a single shared digital board in the room so remote and local participants see identical columns. The facilitator assigns an in-person scribe with a laptop before starting. Local participants without laptops write paper notes, which the scribe mirrors onto the digital board before voting begins.

## Access and participation choices

- Participants may contribute purely through written notes without speaking aloud.
- Sharing personal mistakes is optional; participants may cite impersonal or third-party case examples instead.
- Anyone may pass on verbal sharing turns without explanation.

## If the session gets stuck

**Participants suggest large, multi-quarter initiatives instead of immediate experiments in the final column.**

Ask: 'What is the smallest piece of this idea that we can run and evaluate within the next ten business days?'

**Participants hesitate to post past failures or critical lessons.**

Provide a neutral example from an outside industry case or share a light personal misstep to model that vulnerability is welcome.


## Terms used here

- Canvas: A structured visual board partitioned into distinct sections to map an idea or process.
- Moonshot: An ambitious, high-risk exploratory proposal that may require significant resources or unproven methods.

## Sources and adaptation

Observed on EasyRetro as a template authored by Daniel Wildt, which attributes the underlying Learning Canvas framework to Alexandre Magno.

Retained the five core canvas columns (Problems, Experiences, Expected Results, Ideas, Try this!) and sequence described in Daniel Wildt's template notes. Adjusted the timing from the old public copy's 5-to-15 minute band to 45 minutes to accommodate the multi-movement process. Structured Step 2 sharing turns to 20 seconds for up to 8 volunteers to fit the 11-minute window, added clustering guidance for Step 3, provided rapid feasibility checks for Step 4, clarified non-verbal contribution options in the script, and equipped the hybrid scribe role.

[EasyRetro](https://easyretro.io/templates/learning-canvas/)

Current run sheet: https://unitedwetransform.com/exercises/learning-canvas/