Want FREE Templates on Digital Transformation? Download our FREE compilation of 50+ slides. This is an exclusive promotion being run on LinkedIn.

  Please register (it's free!) or login to view the remaining preview.
If you are logged in, your referral link [?] is automatically included below.
EMBED CODE (Copy and Paste)


  1. CATWOE is a brilliant tool that prompts and guides the real and true understanding of stakeholder, customer, owner, and ?all other' perspectives.
  2. Underpins: change, transformation, modernisation, UXDesign, stakeholder management, effective communications, business planning or simply just a better understanding.
  3. Completely sustainable - reuse again and again.


Achieving a Complete Understanding

CATWOE is a versatile tool that supports stakeholder analysis by really understanding the perspectives of everyone involved. For example, in a: business, organisation, system, programme, project, UX Design piece, consultation among many others. This supports the capturing, analysis and reporting of the complete set of differing perspectives, needs and requirements from everyone and ?everything' involved including:

C. Customers: who are the beneficiaries and how does the issue affect them? Who the process needs to be built to support? Buyers and consumers? What is their view/ need?
A. Actors: the people involved? Who is impacted? Who is important to success/ delivery? Who can halt success or present obstacles? What is their perspective?
T. Transformation: what are the processes involved? What is the transformation at the heart of system? What does this require?
W. Worldview: What is the big picture and the wider impacts and difference that can be made?
O. Owner: Person with authority to direct the transformation activities? Who owns it ie the process or situation? And what is their role in the solution? What do they need? What is needed from them?
E. Environmental: what are the constraints that will impact the solution? What are the external factors that have an influence? What conditions/ rules act as constraints? What could potentially impact?

Got a question about the product? Email us at [email protected] or ask the author directly by using the form to the right. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: CATWOE Analysis Template and Report Creation Tool Excel document


CATWOE Analysis Template and Report Creation Tool

Sold by Navigate Change Consulting (this author has 37 documents)


Add to Cart

This business document is categorized under the function(s):

It applies to All Industries

File Type: Excel (xlsx)

File Size: 367.2 KB

Related Topic(s): Stakeholder Management

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Oct 13, 2021
Most recent version published: Oct 14, 2021

Ask the Author a Question

Must be logged in Click here to log in



Since 2012, we have provided best practices to over 5,000 businesses and organizations of all sizes across the world—in over 130 countries. Below is just a very small sample of our customer base.

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.


20-slide PowerPoint deck
Excel workbook
51-slide PowerPoint deck
Author: gureser
Excel workbook
29-slide PowerPoint deck
14-page Word document
107-slide PowerPoint deck and supporting PDF
586-slide PowerPoint deck
Excel workbook



Become your organization's resident expert on...

Digital Transformation
Strategy Development
Organizational Design (OD)
Post-merger Integration (PMI)
Performance Management
Business Transformation
Organizational Culture (OC)
Customer-centric Design (CCD)
Interested in something else? Browse our 350+ Business Toolkits of best practices, each focused on a specific management topic.