Tools & Templates
Use these resources to record a decision, inspect an assumption, or find the next reference. The resources support practitioner judgment. They do not turn a score or completed form into proof that a behavior, product, or program will succeed.
Choose a resource
| Task | Resource | What it provides |
|---|---|---|
| Compare candidate behaviors | Behavior Fit Assessment worksheet | A place to record Dispositional, Capability, and Context Fit evidence and open questions |
| Estimate an opportunity | BOS Calculator and BOS worksheet | Assumption-based estimates and sensitivity scenarios, not observed demand or a forecast |
| Check an evidence record | Evidence Readiness Checker | A pre-release completeness check; no viability verdict or validated fit score |
| Diagnose a behavioral problem | Diagnostic Toolkit | Written decision trees and prompts to identify what needs investigation |
| Plan measurement | Measurement standards and fit scorecards | Definitions, denominators, time windows, and a record of the chosen rules |
| Select a research approach | Research templates and Say-Do Gap diagnostic | Prompts for choosing methods and distinguishing observation from stated intention |
The Downloads hub collects the worksheets. Start with a specific outcome and population; note where each input comes from, which assumptions remain, and what would change the decision. Example values are illustrations unless a source and study context are attached.
Learn the method
Use Quick Start for orientation and DRIVE for the process. The Education hub and reading list connect the method to related work. The Glossary and FAQ are references for unfamiliar terms.
Practice with the public teaching pack: three decision cases, a shared workbook, a 90-minute workshop, and a measurement lab. The download files include printable packets and editable slides.
Inspect the specifications
The Toolkit specifications and templates expose versioned reference files. Their page states which files are release candidates, which are historical, and what support is available. A machine-readable specification is not evidence of scientific validation.
The computational archive and deprecated BMF scoring proposal preserve status notes for earlier ideas. They are not current tools or maintained implementation guidance.
Reuse and evidence
Check the asset-specific license before redistributing a resource. Preserve its version, attribution, and evidence limits. Use the evidence ledger to trace supported claims and the corrections page to see material changes.
In this section
- Four-Fit Evidence Readiness CheckerCheck whether Four-Fit evidence and domain-specific thresholds are ready for review without applying universal pass or viability rules.
- Diagnostic ToolkitDiagnostic toolkit with decision trees and quick checks to triage behavioral problems before you invest in builds.
- Behavior Opportunity Size CalculatorBehavior Opportunity Size calculator: estimate BOS from addressable users, frequency, net value per behavior, and adoption probability.
- Downloads & TemplatesBehavioral Strategy worksheets and templates for research, validation, and reporting, including the Behavior Fit Assessment and BOS worksheets.
- Behavioral Strategy ToolkitMachine-readable specs and templates for Four-Fit gates, the Behavior Fit Assessment, case write-ups, and behavior measurement plans.
- Say-Do GapWhat the say-do gap is, why it happens, and how to diagnose it with a short behavioral workflow.