Force field analysis template

by Atlassian

Identify and assess the factors that support or hinder a proposed change or decision.

KEY FEATURES

Analysis

Goal Setting

Risk Assessment

CATEGORIES

Project Management

Marketing & Sales

Recommended

Finance & Ops

Whiteboard template

Understanding the forces at play can make all the difference when making tough decisions. A free force field analysis template visualizes these competing factors. The insights from this analysis help teams develop strategies to improve their chances of success.

The force field analysis template clearly shows what's working for and against your proposed change, allowing you to focus your efforts on where they'll have the most significant impact.

Create a force field analysis with Confluence whiteboards, a flexible digital canvas for mapping these competing forces.

Overview
Benefits
How to
Why Confluence?

What is a force field analysis?

Force field analysis is a decision-making framework that evaluates the driving and restraining forces in a change process. Initially developed by psychologist Kurt Lewin, it helps teams understand the balance of powers influencing a particular situation or proposed change.

This analysis aims to identify and categorize the factors that either support or hinder a proposed change, making it easier to develop strategies that strengthen positive forces while weakening negative ones.

Benefits of using a force field analysis

Clarifies decision-making

A force field analysis helps individuals and teams see which forces influence a change, simplifying decision-making. By separating supportive and hindering factors, the analysis creates a visual map that cuts through complexity and focuses on the most critical elements affecting your decision.

Improves strategic planning

A force field analysis can help teams prioritize which factors to address for successful strategic planning outcomes. By rating the strength of each force, you can determine where your efforts will have the most significant impact, enabling more efficient resource allocation and better planning.

Enhances team collaboration

Involving team members in analyzing both driving and restraining forces boosts team collaboration. Identifying and evaluating forces brings different perspectives and creates shared understanding, resulting in more robust analysis and greater buy-in.

Boosts problem-solving

The force field analysis helps identify obstacles and areas where solutions must be developed. By clearly mapping out restraining forces, teams can target specific problems rather than addressing symptoms, leading to more effective project collaboration and resolution strategies.

Promotes team alignment

Team alignment is achieved when everyone understands the factors affecting change. When everyone shares the same view of what helps and hinders progress, they can work together more effectively, aligning their efforts for a cohesive approach to implementing change.

How to use a force field analysis template

Step 1. Define the change

Start by defining the change or decision you want to analyze. Focus on one objective to maintain clarity rather than simultaneously addressing multiple changes.

Step 2. Identify driving forces

List all factors that support or drive the proposed change, such as benefits or opportunities. Consider internal factors, such as team strengths, and external factors, like market trends.

Step 3. Identify restraining forces

Identify factors that could resist or hinder the change, such as limitations or potential challenges. Be thorough and realistic in your assessment to avoid surprises later in the process.

Step 4. Rate the forces

Assign each force a strength value (typically 1-5) to prioritize their influence. This rating helps assess which forces need the most attention and where to focus your efforts.

Step 5. Develop action plans

Create specific strategies to strengthen driving forces and mitigate restraining forces. Brainstorming potential solutions and alternatives helps generate practical approaches.

Step 6. Monitor and adjust

Revisit and update your analysis regularly as the situation changes. Responding flexibly to new information ensures that your approach remains relevant throughout the change process.

Use Confluence whiteboards for force field analysis

Confluence makes creating and sharing your force field analysis with your team simple. Everyone stays informed and can see real-time updates as you work through your analysis.

With visual collaboration in Confluence whiteboards, you can create force field analysis in a flexible space that allows teams to map out all the forces at play. Your team can add ideas, rearrange elements by strength, and leave comments.

Using Confluence keeps your force field analysis fresh and relevant. Instead of a document that sits forgotten in a folder, it becomes a living source of truth that teams want to use. You can create a blank force field analysis with online whiteboards and customize it to your needs.

Conduct a force field analysis for free in Confluence whiteboards

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