Behavioural Change Toolkit · Diagnose

Behavioural Diagnosis Canvas

Work the same nine sections on screen and it reads your COM-B scores, names your primary barrier, and hands you an ordered set of next steps — plus Word, an Obsidian note or a PDF.

Fill this in interactively →

The master one-pager. Fill this in before anything else. If you can’t complete it, you don’t yet know enough to design a change — and that’s a finding worth reporting.

⏱️ 60 minutes alone for a first draft, then 90 minutes with the core group.


1 · The change, in one sentence

Fill in

We are changing _______________ so that _______________.

Deadline / go-live: ___________ Sponsor: ___________ My role: ___________

2 · What does success actually look like?

Not the milestone. What is observably different on an ordinary Tuesday?

Fill in

Six months from now, if this has worked, someone walking the floor would see:

  • _______________
  • _______________
  • _______________

And they would stop seeing:

  • _______________

⚠️ If you can only describe success in terms of system usage or project milestones, go to Target Behaviour Definition.

3 · Who has to do something differently?

Group Roughly how many What they do now What they must do instead Priority
         
         
         

⚠️ Include leaders as a group. They almost always have to change too, and it’s almost always left off this table.

4 · The vital few behaviours

Maximum five. Ruthlessly. Each must pass the film test: could you film someone doing it and know whether they did it?

# Behaviour Who When / trigger Currently happening?
B1       ☐ Never ☐ Sometimes ☐ Often
B2       ☐ Never ☐ Sometimes ☐ Often
B3       ☐ Never ☐ Sometimes ☐ Often
B4       ☐ Never ☐ Sometimes ☐ Often
B5       ☐ Never ☐ Sometimes ☐ Often

Create a note per behaviour from T — Behaviour Note.

5 · COM-B barrier scan

For your top behaviour. Score each 1 (total blocker) to 5 (no issue). See COM-B and the Behaviour Change Wheel.

Component Score Evidence — how do I actually know?
Physical Capability _  
Psychological Capability _  
Physical Opportunity _  
Social Opportunity _  
Reflective Motivation _  
Automatic Motivation _  

The evidence column is the point

If your evidence is “we assume” or “the steering group thinks”, you have an opinion, not a diagnosis. Go and have six conversations — Barrier Analysis — COM-B Interview Guide.

Lowest-scoring component = your primary barrier: _______________

6 · Bright spots

Where is this behaviour already happening, even partially? Who, and what’s different about their situation?

Fill in

_______________

What can we copy? _______________

Bright spots are the cheapest source of solutions and the most credible evidence you’ll ever put in front of a sceptic. See Switch — Rider Elephant Path.

7 · What’s genuinely in it for them?

Fill in

For the organisation: _______________ For the individual doing the behaviour: _______________ What it costs them (time, effort, status, autonomy, comfort): _______________

If the individual benefit column is empty or vague, that’s your real problem, and no amount of comms will paper over it. Say so early.

8 · The honest risks

Risk Likelihood Impact What I’d do
Sponsor goes quiet     Sponsor Briefing Pack
Change saturation     Change Readiness Assessment
Middle managers don’t cascade     Manager Conversation Guide
Design is genuinely worse for users     Resistance Decoder
       

9 · What I don’t know yet

Fill in

  1. _______________
  2. _______________
  3. _______________

How I’ll find out, by when: _______________

Bring this section to your sponsor. Naming your uncertainties builds far more credibility than a confident plan built on assumptions — and it protects you when one of them turns out to matter.


→ Next: Target Behaviour Definition · Stakeholder Map and Power Grid · Change on a Page

← Back to the Behavioural Change Toolkit

Last updated: 11 August 2026