The core methodology (Capture, Cluster, Theme, Synthesize)
graph TB
Start["🎯 START: STAKEHOLDER INSIGHTS
Raw data from Lesson 1.2:
• Interview notes
• Focus group transcripts
• Observation records
• Survey responses"]
subgraph Phase1["📋 PHASE 1: CAPTURE
Duration: 45-60 minutes"]
P1A["Extract Individual Insights
• One insight per card
• Use stakeholder's words
• Include context markers
• Don't interpret yet"]
P1B["Add Source Attribution
• Which stakeholder?
• What conversation?
• What question?
• Date/location"]
P1C["Quality Check
✓ One distinct insight per card
✓ Specific and actionable
✓ Source clearly marked
✓ Both supportive & challenging"]
P1A --> P1B
P1B --> P1C
end
subgraph Phase2["🔍 PHASE 2: CLUSTER
Duration: 30-45 minutes"]
P2A["Spread All Cards Visibly
Physical or digital board
where all insights visible"]
P2B["Group by Natural Affinity
• What feels related?
• Trust your instincts
• Start with obvious clusters
• Find subtle connections"]
P2C["Allow for Outliers
Some insights stand alone
Don't force groupings"]
P2D["Refine Cluster Boundaries
• Split if too diverse
• Merge if too similar
• Let insights move
• Iterate as patterns emerge"]
P2A --> P2B
P2B --> P2C
P2C --> P2D
end
subgraph Phase3["🏷️ PHASE 3: THEME
Duration: 30-40 minutes"]
P3A["Examine Each Cluster
What's the common thread
across these insights?"]
P3B["Create Theme Headers
• Descriptive & specific
• Captures essence
• Actionable
• Uses community language"]
P3C["Test Theme Accuracy
Does this theme represent
ALL insights in the cluster?"]
P3D["Document Themes
• 2-3 sentence description
• Key supporting quotes
• Stakeholder groups
• Surprises noted"]
P3A --> P3B
P3B --> P3C
P3C --> P3D
end
subgraph Phase4["🔄 PHASE 4: SYNTHESIZE
Duration: 20-30 minutes"]
P4A["Map Theme Relationships
How do themes connect,
reinforce, or contradict?"]
P4B["Identify Priority Themes
• Frequency across stakeholders
• Intensity of emphasis
• Impact on Problem Tree
• Intervention opportunities"]
P4C["Extract Implications
What do themes mean for:
• Problem Tree refinement?
• Activity design?
• Theory of Change?"]
P4D["Prepare Integration
Connect themes to
Problem Tree elements"]
P4A --> P4B
P4B --> P4C
P4C --> P4D
end
Output["📊 SYNTHESIZED INSIGHTS
5-12 clear themes with:
• Evidence from multiple sources
• Community priorities identified
• Problem Tree refinements ready
• Action implications clear"]
Start --> Phase1
Phase1 --> Phase2
Phase2 --> Phase3
Phase3 --> Phase4
Phase4 --> Output
style Start fill:#F8CC1B,stroke:#CA8A04,color:#2A2A2A,stroke-width:2px
style Phase1 fill:#007F4E,stroke:#00b369,color:#fff,stroke-width:2px
style P1A fill:#72B043,stroke:#5b7c37,color:#fff
style P1B fill:#72B043,stroke:#5b7c37,color:#fff
style P1C fill:#72B043,stroke:#5b7c37,color:#fff
style Phase2 fill:#F37324,stroke:#EA580C,color:#fff,stroke-width:2px
style P2A fill:#FDBA74,stroke:#F37324,color:#2A2A2A
style P2B fill:#FDBA74,stroke:#F37324,color:#2A2A2A
style P2C fill:#FDBA74,stroke:#F37324,color:#2A2A2A
style P2D fill:#FDBA74,stroke:#F37324,color:#2A2A2A
style Phase3 fill:#F8CC1B,stroke:#CA8A04,color:#2A2A2A,stroke-width:2px
style P3A fill:#FDE047,stroke:#F8CC1B,color:#2A2A2A
style P3B fill:#FDE047,stroke:#F8CC1B,color:#2A2A2A
style P3C fill:#FDE047,stroke:#F8CC1B,color:#2A2A2A
style P3D fill:#FDE047,stroke:#F8CC1B,color:#2A2A2A
style Phase4 fill:#72B043,stroke:#007F4E,color:#fff,stroke-width:2px
style P4A fill:#A3D977,stroke:#72B043,color:#2A2A2A
style P4B fill:#A3D977,stroke:#72B043,color:#2A2A2A
style P4C fill:#A3D977,stroke:#72B043,color:#2A2A2A
style P4D fill:#A3D977,stroke:#72B043,color:#2A2A2A
style Output fill:#72B043,stroke:#007F4E,color:#fff,stroke-width:3px
