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The CoCreative Toolkit
While we think there are big benefits to working directly with us, we also believe that information that can help people come up with solutions to our world’s biggest challenges should be widely accessible.
So, here it is: The CoCreative Toolkit. Some of the resources are easy to use "right out of the box" while others may require some training or support. If you have any questions and/or are curious about using these materials more formally in a training, coaching, or workshop context, drop us a line.
And stayed tuned! We're always refining and developin better tools to help you and others collaborate more powerfully for lasting change.
Beyond the problem, people.
We’re here to help you bring networks together to shape a more equitable and sustainable future.
Are you ready to create new possibilities


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Tools
We develop, test, and refine a lot of powerful tools to help people solve complex problems together—and we share freely. Because by helping you succeed in making the world a better place, we also succeed, even if we never actually work with you.
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The Collaborative Innovation Methodology
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Collaborative Innovation Roadmap
A layered guide to the collaborative innovation process, showing the stages, work products, success factors, and patterns in a typical collaborative innovation initiative. Useful for collective impact collaborations, supply chain transformations, large enterprise change initiatives, and other types of multistakeholder collaborations.
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6 Patterns in Collaborative Innovation
While collaboration can be emergent and messy, certain patterns do show up in the work. Seeing and effectively leveraging these patterns makes collaboration more efficient, effective, and productive. Here are 6 key patterns you can harness and shape to help any collaboration work better.
Stages of collaborative innovation

Stage 2. Connecting the Change System
Taking the time to cultivate an optimal mix of diverse stakeholders to lead the change is key to changing any system. And by being intentionally selective, you're actually being more inclusive of the full diversity of the system.
12 Tools to Foster Alignment & Collaboration
Here's a small kit of simple tools that we often use to help minimize resistance and polarization in groups so they can get and stay aligned in the work and collaborate effectively. Try these out, and let us know how they worked for you!

It's Not Collaboration as Usual...
In supporting the startup and turnaround of numerous collaborations, we've learned a few things about how the Collaborative Innovation approach is different than collaboration as it is commonly practiced. This article shares a table that summarizes some of the key differences.

Virtual Meetings for Clarity and Momentum
We often assume that online meetings mean disengagement and boredom but some of our most meaningful, intimate, and energetic sessions have happened online. Learn and experience some methods and guidelines for genuine online engagement in this archived webinar from April, 2020.

Designing a Powerful Shared Intent
A clear and powerful shared intent is key to the success of any collaboration. In this session, Russ Gaskin and Sharon Simms explored how to keep diverse stakeholders at the table despite their differences, generate energy and momentum to fuel the work, and establish the focus for everyone to stay on track amidst competing priorities and political forces.

Initiative Map
Once you've identified your network's key initiatives and formed teams around them, here's a simple template to track and manage the group's work. Of course, you'll share many more documents and tasks with the group, but this is a simple, useful way to get started in organizing the work.

Backcasting a Roadmap of Work
Backcasting is a simple but powerful and engaging tool for planning work together with groups. It builds collective ownership and helps everyone see the critical dependencies in the work, so they understand why the work today needs to get done. Here are instructions for a simple backcasting exercise.

12 Lessons from Serial Entrepreneurs
Entrepreneurs are amazing at leveraging limited resources to launch new products and services, and build new businesses – and serial entrepreneurs are the best of all because they've done this multiple times. Based on our work with both business and social entrepreneurs over the years, we've collected this list of the ways they think and act that have informed our own practice.

5 Systems Mapping Methods
Shared information, insight, and analysis is key to effective collaboration, but understanding complex systems can be difficult, especially for diverse groups with different ways of thinking and knowing. Here are several useful methods, rated by level of difficulty, that help diverse groups simultaneously see a system, understand the dynamics within that system, and identify possible intervention points.

The Values Iceberg
This model describes 4 levels of meaning-making that people can engage in, from asserting their positions (the most superficial and hardest to collaborate around) to exploring and understanding their interests and values to understanding their seemingly opposing values as polarities. The deeper we're able to work in the iceberg, the more creative and generative we can be in our work together.

Building a Culture of Accountability
Accountability can seem like an elusive thing when working across organizational, sectoral, and cultural boundaries. It can be difficult to ensure that people will do what they say they will do when they say they will do it. Luckily, accountability is a mindset and commitment that can be built. This document outlines some ways to do that.

4 Agendas in Collaborative Innovation
The basis of our approach, the Four Agendas framework is based on our observations from dozens of multi-stakeholder collaborations and helps leaders design the optimal mix of Connecting, Aligning, Learning, and Making needed to advance effective collaboration and co-design.
Disponible en Español: Las Cuatro Agendas en la Inovación Colaborativa

12 Tools to Foster Alignment & Collaboration
Here's a small kit of simple tools that we often use to help minimize resistance and polarization in groups so they can get and stay aligned in the work and collaborate effectively.
Try these out, and let us know how they worked for you!

Virtual Meetings for Clarity and Momentum
Moving your meetings and convenings online? We often assume that online meetings mean disengagement and boredom but some of our most meaningful, intimate, and energetic sessions have happened online.
This accessible guide provides practical tips and resources for supporting engaging and meaningful meetings online.

The Five Levels of Engagement
As a baseline assessment for any collaboration or network, we like to clarify the level of engagement they believe they need to succeed. Using the 5 Levels of Engagement Model, we ask:
What level are you leading at now?
What level do you need to lead to achieve your greatest goal?
What will it take to get to that level of engagement?

The Four Voices of Collaborative Innovation
We want to make sure that all the right voices are in the room in our collaborative innovation initiatives. The Four Voices of Collaborative Innovation, based the Four Voices framework conceived by our friends Jim Scully and John Body at ThinkPlace, helps us ensure that we have the voices of Intent, Experience, Expertise, and Design, and provides examples for how to bring those voices into your work.

Adoption of Innovation Model
Based on the pioneering research of Everett Rogers on how innovations spread throughout social networks, this model is helpful for identifying which stakeholders to engage in spreading social innovations too. Our version of the model identifies the unique roles of various groups in developing, translating, and scaling social innovations.

Collaborative Innovator Attributes
To advance the work quickly and powerfully, we seek out high-leverage stakeholders who are well-positioned to drive innovation and influence others in the system. These Collaborative Innovators have certain characteristics, each of which represents a key tension between two seemingly opposing values.

Creative Tensions in Collaborative Innovation
This is a capture of the most common creative tensions that we leverage in developing effective innovation networks. These tensions can either tear groups apart or become sources of profound innovation.

Designing a Powerful Shared Intent
A clear and powerful shared intent is key to the success of any collaboration. Use this guide to learn how to keep diverse stakeholders at the table despite their differences, generates energy and momentum to fuel the work, and establishes the focus for everyone to stay on track amidst competing priorities and political forces.

Start date:
June 18, 2025
Start date:
May 14, 2025
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