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CATWOE analysis template

CATWOE analysis template

CATWOE analysis is a checklist for describing a project or situation from a specific point of view.

The best way to use CATWOE for a challenging situation is for the key participants to each prepare their own maps, then compare them to understand the differences.

CATWOE analysis template

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CATWOE analysis template

Use the CATWOE analysis template to describe a situation from a specific point of view.

Each participant can prepare his own map, then compare it with the other participants.CATWOE stands for customers, actors, transformation process, word view, owners, and environment.

Take into consideration the following things that need to be analyzed:

  • Customers - people who are affected by the situation
  • Actors - people who create or deliver the situation
  • Transformation - the system or process affected by the situation
  • World view - the wider context for the situation or project
  • Owners - the people in charge of the situation
  • Environment - the set of policies, resources, and environmental constraints for the specific situation

Viewpoint by:

Whose particular viewpoint is represented by this map?

Type in the appropriate name and press Enter.

name

Where to next?

Where to next?


When you have completed your CATWOE analysis of your specific situation or project, you can:

  • Share it and negotiate a common understanding of your project
  • Uncover 'hidden' agendas, indirect objectives and the root causes of disagreements
  • Create action plans for working with influential stakeholders

CATWOE Analysis

What is the specific situation or project?
Type in the name of the situation or project that you are analyzing, and press Enter.

World view

The World View (or Weltanschauung) is the wider context for situation or project and it refers to the bigger picture, the strategy behind it, and the reasons for it - all from a specific viewpoint.

Describe the World View and add some data about it that suits the scenario or project.

Owners

The Owners of a situation or project are the people in charge, who can authorize, control, direct or influence it.

Describe the Owners and add some information about the role they play in this situation or project.

Environment

The Environment is the set of policies, constraints or resources surrounding this specific situation.

Describe the Environment and add some information about it around the situation or project.

Transformation

The Transformation is the process or system affected by the specific situation.
In many business processes, inputs are transformed to outputs by adding value.

Describe the Transformation and add some information about what the situation represents or delivers.

Actors

The Actors are the people who create or deliver the situation or project.
Describe the Actors and add some information about them in the specific situation or project.

Customers

Info

Customers (or Clients) are the recipients of the situation or project - the people who are affected by it or its outcomes.

Describe the Customers and add some information about them in the specific situation or project.

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