Impact Mapping for Beginners: Link Goal, Actors, Impacts, and Deliverables

Business & Strategy

Impact Mapping for Beginners: Link Goal, Actors, Impacts, and Deliverables

Planners and shop owners who can't explain why an idea is on the list use this beginner impact mapping template to link goal, actors, impact, and deliverables so only effective actions become tasks. The whiteboard has four pages - page 1 locks in one goal, page 2 maps actors and their impacts, page 3 narrows deliverables by impact and effort, and page 4 turns the kept ones into done conditions and a review date. The task board has four columns, not started, in progress, checking results, and done, with four parent tasks matching the four pages and three subtasks each, all starting in not started. Add your own deadlines. Impact mapping works by drawing one line from goal to actor to impact to deliverable and skipping any idea whose line doesn't connect, and sharing the board via a public link lets you explain your choices in one view or embed it on an internal page.

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impact mapping prioritizing deliverables goal setting project planning beginner friendly
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① How to use the 4 steps (write pages... ② Example flow of the 4 steps (replac... ③ Goal check table (write goal option... ⑤ Impact map table for the goal (e.g.... ⑥ Sort ⑤'s deliverables by impact on ... High impact x high effort High impact x low effort Low impact x high effort Low impact x low effort ⑦ Comparison table for deliverables t... ⑧ Table for deliverables kept from ⑦ ... ⑨ Worked (keep doing) ⑩ Didn't work (stop or change) ⑪ Fix the map (go back to page 2) ⑫ Next review date and next step Impact Mapping (G... How to use (4 pag... Goal / what worked Deliverable / dec... Doesn't work / drop Impact / insight 1/4 Set one clear goal Ctrl+F / ⌘F : 2/4... → 2/4 2/4 Map actors and im... ↙ 3/4 Writing orderWrite pages 1 through 4 in order.Replace the "e.g." sticky notes with your own theme's words Goal = why you're doing thisActor = who affects the goalActors aren't just customers - include staff and suppliers too Impact = how you want that person to actDeliverable = what you build to make that happenWrite impact as a person's action, and deliverable as a thing or system GoalWhy you're doing thise.g. increase weekday visits 20% a month ActorWho affects the goale.g. nearby office workers ImpactHow you want them to acte.g. stop by on their lunch break DeliverableWhat you build for thate.g. a daily lunch box ready in 10 minutes Measurable Has a deadline You can act on it Option A e.g. increase weekday visits 20% a month: ✓ visits can be counted e.g. ✓ by the end of month 3 e.g. ✓ you set the menu and hours yourself Option B e.g. make the shop famous: ✗ not measurable e.g. ✗ no deadline set e.g. ✓ you can post about it yourselves Option C e.g. get 10 word-of-mouth posts a month: ✓ can be counted e.g. ✓ by the end of this month e.g. ✗ whether customers post is up to them ④ Put the goal fr... e.g. increase weekday visits 20% a month Regular customers e.g. come once a week even on weekdays Staff e.g. hand lunch customers a card about next time Neighbors e.g. buy takeout in the evening Nearby office workers e.g. stop by on their lunch break Suppliers e.g. keep delivering weekday-only ingredients reliably Word-of-mouth posters e.g. post about how quiet it is on weekdays Impact Deliverable Effect on goal Actor 1 e.g. nearby office worker stops by at lunch e.g. a daily lunch box ready in 10 minutes e.g. more weekday lunch visits Actor 2 e.g. regular customer comes once a week on weekdays e.g. a weekday-only stamp card e.g. weekend-only customers start coming on weekdays Actor 3 e.g. staff hand out a next-time card e.g. a card by the register e.g. first-time customers come back Actor 4 e.g. neighbor buys takeout in the evening e.g. an evening takeout set e.g. more evening weekday visits 3/4 Narrow to what works → 4/4 4/4 Turn choices into... 縦軸: Impact on goa... e.g. the 10-minute lunch box. High effort, but it hits lunch visits directly. Split it into something small to try first, like a 3-day run. e.g. the register card. Keep this first - quick to make, easy to check the impact. e.g. the evening takeout set. Prep and packaging take a lot, with no evidence evening visits will rise. Drop this - it's also where "we just feel like building it" ideas hide. e.g. the weekday-only stamp card. Quick to make but a smaller impact. If you try it, set a time limit and check the numbers. Which impact it h... Evidence it helps Effort Keep? Candidate 1 e.g. lunch box -> office worker stops by at lunch e.g. often hear "no time to wait" at lunch e.g. high (2 weeks) e.g. keep Candidate 2 e.g. stamp card -> regular comes on weekdays too e.g. many regulars already collect stamps e.g. low (3 days) e.g. keep Candidate 3 e.g. register card -> first-timer comes back e.g. often asked for a next-time card e.g. low (1 day) e.g. keep Candidate 4 e.g. takeout set -> neighbor buys in the evening e.g. no evidence (never been asked for it) e.g. high (1 month) e.g. drop Deliverable to build Done condition Number to check Review date Impact 1 e.g. a daily lunch box ready in 10 minutes e.g. a 5-day menu and serving method are set e.g. weekday lunch visits e.g. 2 weeks after launch Impact 2 e.g. a weekday-only stamp card e.g. printed 100 and placed by the register e.g. stamps punched on weekdays e.g. 1 month after handout starts Impact 3 e.g. a card by the register e.g. all staff know how to hand it out e.g. number of second-time customers e.g. 2 weeks after handout starts e.g. weekday lunch visits rose 15% with the lunch box e.g. some people came back after seeing the register card Write both the number and what you saw happen If you're keeping it, write for how long e.g. the stamp card barely raised weekday visits e.g. the register card often gets missed at busy lunch times Write about the deliverable, not the person Note whether you'll stop it or change its form e.g. add "nearby students" as an actor e.g. change a regular's impact to "bring a friend along" After fixing, update the tables on ⑤ and ⑧ too Place any new deliverable from ⑥'s 2x2 again Next review datee.g. the first Monday of next month(date: __/__) Who to invite to the reviewe.g. the manager and the lunch shift staff(owner: ____) Next stepe.g. add a deliverable on ⑥ for the "nearby students" added in ⑪ → 2/4 Map actors and im... ↙ 3/4 Narrow to what works → 4/4 Turn choices into...
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Task board contents

Not Started 16 items

Pick One Clear Goal
Map Actors & Impact
Keep What Works
Turn Ideas to Tasks
Read the 4 Steps
List 3 Goal Options
Score and Pick Goal
List 6 Actors
Write Each Impact
Copy Map to Table
Plot on 2x2 Matrix
Note the Evidence
Decide What to Keep
Fill Action Table
Match Table & Tasks
Review on Check Date

In Progress 0 items

Checking Results 0 items

Done 0 items

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