Worked Examples

Catalyst Canvas: End-to-End Sample Workflow

Complete an all-feature retrofit demonstration in Catalyst Canvas.

ProductCatalyst CanvasVerified version2.0.0ComponentAssumption Ledger, Challenge Frame, Comparison, Concept Selection, Evidence Ledger, Export and Handoffs, How Might We, Idea Generation, Journey Map, Learning Log, Personas, Point of View, Project Workspace, Prototype Plan, Research Plan, Review Workflow, Stakeholder Map, Test PlanUpdatedJuly 17, 2026Reading time18 minutes

Catalyst Canvas · How-to Guide

Problem framing, stakeholders, personas, journeys, evidence, assumptions, research, concepts, prototypes, tests, learning, review, and handoffs.

Audience: product users, administrators, reviewers, and integrators.

Last verified version: 2.0.0

Reading time: 18–30 minutes

Status: Published support documentation.

Purpose

This end-to-end workflow demonstrates every documented Catalyst Canvas capability through one fictional resilient-community-retrofit case. The objective is not to prove a real-world conclusion; it is to verify the complete product workflow with controlled data.

Prerequisites

  • The current product release
  • A new synthetic workspace
  • The all-feature CSV and JSON
  • No production or private information
  • Time to review every checkpoint

Sample data

This article uses a fictional Resilient Community Retrofit Program. The files contain one demonstration row for every documented feature, so each capability can be tested without private or production data.

Download CSV feature examples · Download JSON workspace example

Preview

# Feature Sample action Expected result Classification
1 Project Workspace create CANVAS-RETROFIT-001 with owner and status a persistent project synthetic-demo
2 Challenge Frame describe energy, comfort, users, desired change, and boundaries a concise challenge statement synthetic-demo
3 Stakeholder Map map visitors, staff, facilities, funders, and contractors a stakeholder network synthetic-demo
4 Personas create an evidence-bounded facilities-manager persona a persona separating evidence from inference synthetic-demo
5 Journey Map map room booking, comfort complaints, and facilities response a stage-based journey synthetic-demo

The downloadable files include all 18 feature rows.

Procedure

Scenario

A community center is assessing energy, comfort, financing, implementation, evidence, and monitoring needs. Use only the supplied fictional records.

  1. 1. Project Workspace: create CANVAS-RETROFIT-001 with owner and status. Confirm a persistent project.
  2. 2. Challenge Frame: describe energy, comfort, users, desired change, and boundaries. Confirm a concise challenge statement.
  3. 3. Stakeholder Map: map visitors, staff, facilities, funders, and contractors. Confirm a stakeholder network.
  4. 4. Personas: create an evidence-bounded facilities-manager persona. Confirm a persona separating evidence from inference.
  5. 5. Journey Map: map room booking, comfort complaints, and facilities response. Confirm a stage-based journey.
  6. 6. Point of View: synthesize user, need, and insight. Confirm a reviewable POV statement.
  7. 7. How Might We: ask how to reduce energy without hiding comfort tradeoffs. Confirm bounded design questions.
  8. 8. Evidence Ledger: add utility bills, observations, and interviews. Confirm source-linked evidence records.
  9. 9. Assumption Ledger: record that staff will use a dashboard weekly. Confirm an assumption with risk and test.
  10. 10. Research Plan: plan interviews, meter review, ethics, and outputs. Confirm a governed plan.
  11. 11. Idea Generation: generate sensor, scheduling, controls, and training concepts. Confirm an idea set linked to needs.
  12. 12. Concept Selection: score concepts on feasibility, impact, equity, and evidence. Confirm a transparent selection rationale.
  13. 13. Prototype Plan: define a comfort-and-energy dashboard prototype. Confirm a bounded prototype specification.
  14. 14. Test Plan: test whether staff can identify an overheating zone. Confirm a task script and success measures.
  15. 15. Learning Log: record that users misread a comfort score. Confirm a chronological learning entry.
  16. 16. Review Workflow: request research and accessibility review. Confirm a human review trail.
  17. 17. Comparison: compare two dashboard concepts using aligned criteria. Confirm a side-by-side evidence view.
  18. 18. Export and Handoffs: send the chosen concept to Decision Studio. Confirm a portable bundle and receipt.

Save and review

  1. Save the final workspace under the sample workspace ID.
  2. Close and reopen it in a clean session.
  3. Compare every feature result with the sample expected_result field.
  4. Document unresolved differences and do not hide warnings.
  5. Export one complete artifact bundle.
  6. Send one supported handoff to an integration and verify its receipt.

Supported integrations

  • Decision Studio
  • Knowledge Library
  • Catalyst Data
  • Research Lab
  • Product Support Platform
  • Platform Core

Expected output

  • a persistent project
  • a concise challenge statement
  • a stakeholder network
  • a persona separating evidence from inference
  • a stage-based journey
  • a reviewable POV statement
  • bounded design questions
  • source-linked evidence records
  • an assumption with risk and test
  • a governed plan
  • an idea set linked to needs
  • a transparent selection rationale
  • a bounded prototype specification
  • a task script and success measures
  • a chronological learning entry
  • a human review trail
  • a side-by-side evidence view
  • a portable bundle and receipt
  • A complete saved workspace
  • A portable export
  • A validated cross-product handoff receipt

Verification

  • Every CSV feature row has a corresponding saved result.
  • The JSON workspace ID and product version are preserved.
  • The export can be inspected without temporary browser state.
  • The receiving product identifies source, destination, schema, artifact, and review state.
  • A human reviewer can reproduce or audit the demonstration.

Responsible use

Avoid fabricated personas, extractive research, sensitive-data collection without safeguards, and claims unsupported by evidence.

Replace synthetic data only with information you are authorized to use, after reassessing licensing, privacy, uncertainty, and review obligations.

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