Strategic Planning Canvases¶

Visual canvas frameworks for strategic planning and opportunity assessment. Each canvas type provides a structured approach to problem-solving and decision-making.

Canvas Types¶

Core Canvases¶

Shape Up (Basecamp)¶

Continuous Discovery (Torres)¶

Product Methodologies¶

Output Formats¶

Each canvas supports multiple rendering formats:

Quick Example¶

import (
    "github.com/grokify/prism-roadmap/canvas"
    "github.com/grokify/prism-roadmap/canvas/render"
)

// Create an Opportunity Solution Tree
ost := canvas.NewOpportunitySolutionTree("ost-1", "User Onboarding")
ost.Outcome = canvas.OSTOutcome{
    ID:          "O1",
    Description: "Increase activation to 60%",
    Metric:      "% users completing onboarding",
    Target:      "60%",
}

// Wrap in Canvas container
c := canvas.NewOST(ost)

// Render to D2
d2Output, err := render.Render(c, render.FormatD2, render.OSTOptions())

// Render to Mermaid
mermaidOutput, err := render.Render(c, render.FormatMermaid, nil)

Rendering Options¶

Each canvas type has optimized default options:

// Core canvases
render.BMCOptions()              // 9-block grid layout
render.OSTOptions()              // Tree layout (top-down)
render.OpportunityOptions()      // Flow view with arrows
render.OpportunityGridOptions()  // BMC-style grid (no arrows)
render.FeatureOptions()          // Grid layout
render.LeanUXOptions()           // Grid layout

// Shape Up
render.ShapeUpPitchOptions()     // Pitch sections layout
render.ShapeUpBetOptions()       // Betting table layout
render.ShapeUpScopeOptions()     // Hill chart + scopes

// Continuous Discovery
render.DiscoverySnapshotOptions() // Weekly snapshot layout
render.AssumptionMapOptions()     // Risk/evidence quadrant
render.ExperienceMapOptions()     // Timeline journey layout

// Product Methodologies
render.LeanStartupOptions()      // Build-Measure-Learn cycle
render.DesignThinkingOptions()   // 5-phase diamond layout
render.JTBDOptions()             // Job map + forces layout

Architecture¶

graph TD
    subgraph Core Canvases
        BMC[Business Model Canvas]
        OST[Opportunity Solution Tree]
        OPP[Opportunity Canvas]
        FEAT[Feature Canvas]
        LUX[Lean UX Canvas]
    end

    subgraph Shape Up
        PITCH[ShapeUp Pitch]
        BET[ShapeUp Bet]
        SCOPE[ShapeUp Scope]
    end

    subgraph Continuous Discovery
        SNAP[Discovery Snapshot]
        AMAP[Assumption Map]
        EMAP[Experience Map]
    end

    subgraph Product Methodologies
        LEAN[Lean Startup]
        DT[Design Thinking]
        JTBD[Jobs-to-be-Done]
    end

    subgraph Renderers
        D2[D2 Renderer]
        MMD[Mermaid Renderer]
        MD[Markdown Renderer]
        LIT[Lit Renderer]
        SVG[D2-SVG Renderer]
    end

    subgraph Output
        D2F[.d2 file]
        SVGF[.svg file]
        MMDF[.mmd file]
        MDF[.md file]
        JSONF[.lit.json]
    end

    BMC --> D2 --> D2F
    OST --> D2
    OPP --> D2
    FEAT --> D2
    LUX --> D2
    PITCH --> D2
    BET --> D2
    SCOPE --> D2
    SNAP --> D2
    AMAP --> D2
    EMAP --> D2
    LEAN --> D2
    DT --> D2
    JTBD --> D2

    D2F --> SVG --> SVGF

    BMC --> MMD --> MMDF
    OST --> MMD
    JTBD --> MMD

    BMC --> MD --> MDF
    JTBD --> MD

    BMC --> LIT --> JSONF
    OST --> LIT

Methodology Selection Guide¶

Choose the right framework based on your context:

When to Use Each Framework¶

Decision Flowchart¶

Start
  │
  ├─ Is this a new product/venture?
  │   ├─ Yes → Lean Startup + JTBD
  │   └─ No → Continue
  │
  ├─ Do you have dedicated discovery time?
  │   ├─ Yes (≥4 hrs/week) → Continuous Discovery
  │   └─ No → Shape Up (pitches contain discovery)
  │
  ├─ Is the problem space unclear?
  │   ├─ Yes → Design Thinking + Experience Map
  │   └─ No → Continue
  │
  ├─ Do you need to prioritize opportunities?
  │   ├─ Yes → OST + Opportunity Canvas
  │   └─ No → Continue
  │
  └─ Ready to build?
      ├─ Shape Up → Pitch → Bet → Build (Scope)
      └─ Traditional → Feature Canvas → PRD

Framework Combinations¶

Frameworks are designed to work together. Common combinations:

Integration Points¶

Each methodology connects through shared concepts:

graph LR
    subgraph Discovery
        JTBD[JTBD Jobs] --> OPP[Opportunities]
        EXP[Experience Map] --> OPP
    end

    subgraph Prioritization
        OPP --> OST[OST]
        OST --> FEAT[Features]
    end

    subgraph Validation
        FEAT --> LEAN[Experiments]
        LEAN --> ASSUM[Assumptions]
    end

    subgraph Delivery
        FEAT --> PITCH[Shape Up Pitch]
        PITCH --> SCOPE[Scopes]
    end

PRD Integration¶

Canvases can link back to PRD elements:

opp := canvas.NewOpportunityCanvas("opp-1", "Mobile App")
opp.PRDRef = &canvas.PRDReference{
    PRDID:          "prd-mobile-app",
    FeatureIDs:     []string{"f-mobile-auth", "f-mobile-dashboard"},
    RequirementIDs: []string{"FR-001", "FR-002"},
    PersonaIDs:     []string{"persona-manager", "persona-exec"},
}

Examples¶

See examples/canvas/ for complete examples:

examples/canvas/
├── bmc/
│   ├── bmc_example.json
│   ├── bmc_example.d2
│   ├── bmc_example.svg
│   └── bmc_example.html
├── ost/
├── opportunity/
│   ├── opportunity_example.json
│   ├── opportunity_grid_example.d2   # BMC-style grid
│   ├── opportunity_flow_example.d2   # Arrow-based flow
│   └── ...
├── feature/
├── leanux/
├── shapeup/
│   ├── pitch_example.json
│   ├── bet_example.json
│   └── scope_example.json
├── discovery/
│   ├── snapshot_example.json
│   ├── assumption_map_example.json
│   └── experience_map_example.json
├── leanstartup/
│   └── leanstartup_example.json
├── designthinking/
│   └── designthinking_example.json
└── jtbd/
    └── jtbd_example.json