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Reference

The complete definition of the Tree of Influence, what it is made of, how to draw it, and how it goes wrong.

Each page in this section covers one concept. If you are new to the Tree of Influence, start with the Quick Start and come back here when you need a precise answer.

Basics

Minimum viable tree
What makes a diagram a Tree of Influence.
What it is and is not
Where the Tree of Influence ends and other tools begin.

Node types

Root / Problem
A problem, root cause, or undesirable current state in the problem space.
Action / Intervention
A stepping stone between root / problem nodes and desired state / outcome nodes.
Desired State / Outcome
A target condition or goal the group wants to reach.
Artifact / Deliverable
A thing that exists, should exist, or has been proposed.

Relationships

Influences
The default relationship: the source has some effect on the target.
Blocks / Impedes
The source prevents the target from being achieved.
Attacks
An artifact / deliverable targets a root / problem it aims to resolve.
Cycles and graph shape
Why a Tree of Influence is a directed graph, and what a cycle tells you.

Notation

Colors and shapes
How node types are drawn.
Arrow styles
The default arrow and the optional refined styles.
The legend
What every legend must contain.
Orientation
When to draw the tree bottom-to-top and when left-to-right.
Accessibility considerations
How to keep a tree readable for everyone, including people who cannot rely on color.

Views

Full tree
The whole problem space on one canvas.
Blocked outcomes view
The full tree filtered to one desired state / outcome: hide every node that has no path to it.
Deep-dive sub-tree
One node decomposed into its own tree.

Anti-patterns

Solution-dumping
Participants fill the board with solutions instead of problems, and the tree ends up confirming plans the group already had.
The shortcut
The tree collapses into direct problem, action, outcome paths with no depth.
Runaway scale
The tree grows too large for anyone to read.

More

Core principles
The ideas behind every rule in this reference.
A living document
How a tree is reviewed, updated, and eventually retired.
Example: Organizational trust workshop
A large group maps interpersonal and cultural problems, with no action / intervention nodes at all.
Example: Team delivery gaps
A team maps why it cannot deliver reliably, and decomposes one action / intervention into a role definition.
Example: Product-line technical debt over 2 years
A 90-node strategic tree, built in one planning cycle and updated in the next.