Capture first.

Structure later.

Groundwork is where every BPM initiative begins. Brainstorm ideas freely, sort them into meaningful groups, then classify them by priority and release — so you know exactly what to build, in what order, and why.

One-time purchase. Runs locally. Your ideas, your files. No subscription, no cloud, no IT ticket.

Groundwork

How it works

Three Phases.

One Continuous Flow

Groundwork is built around a simple idea: most planning tools force you to structure
your thinking before you’ve done your thinking. Groundwork doesn’t. Capture everything
first, then bring order to it — at your own pace, in any order.

Brainstorm

Type ideas as fast as they come. Press Enter and the next card is ready. No categories required, no priority fields blocking you — just a fast capture bar and cards appearing on the right.

One-line fast entry, Enter to add

Cards appear instantly — no form to fill

Add a category and priority when ready

Stack related cards into groups

Anti-JIRA: capture first, structure later

Sort

Drag cards onto a freeform canvas. Draw zones — rectangles, ellipses, or polygons — to group related ideas. Cards in overlapping zones show split-color borders, making cross-cutting concerns visible at a glance.

Freeform canvas with drag-and-drop

Two zone shapes: rectangle, ellipse

Cards auto-assign to zones spatially

Multi-zone cards show split-color borders

Venn diagram, swimlanes, whatever fits

Classify

Add structure to your zones: effort estimates, MoSCoW priority, dependencies between zones, audience, and status. This is where a brainstorm becomes a plan — without losing any of the ideas that got you here.

Effort: XS / S / M / L / XL per zone

MoSCoW: Must / Should / Could / Won’t

Zone dependencies — what must come first

Audience and status per zone

A brainstorm that becomes a real plan

What’s Inside

Everything ideas need

Nothing they don’t.

Cards with real structure

Every card has a title, optional description, category (the colored dot), priority (the left-edge strip), release label, and a URL link field. Cards can be stacked — group related ideas into a stack with a single title that exports cleanly.

Priority strip: None / Low / Medium / High

Category dot from your project’s template

Release label: v1, v2, Later, or custom

Stack: group cards, export the stack title

Permalink on every card for cross-app linking

Flexible zones

Draw zones that match your mental model — rectangular swim lanes, ellipses for Venn-style overlap, or free-form polygons for anything else. Cards join zones automatically when you drag them inside. Move a card and its zone membership updates instantly.

Rectangle and ellipse shapes

Spatial membership — drag to assign

Cards in two zones are flagged to be resolved later

Zone color from the WYB 12-color palette

Export to the rest of the BPM OS

Cards and stacks export to Atlas nodes and CourseFlow tasks. Zone dependencies become Atlas paths. Every exported item carries its Groundwork permalink so you can always trace an Atlas node or a CourseFlow task back to the original idea that created it.

Stacks → Atlas nodes or CourseFlow tasks

Zone dependencies → Atlas paths

Category → Atlas path color / CourseFlow label

Permalink traceability — every item links back

Built-in templates

Start with the right categories for your project type. Four templates ship out of the box — each sets up the category colors and names for that domain. Edit them freely after, or build your own templates in the admin panel.

Training Development — 6 categories

System Roll-out — 6 categories

Software Development — 6 categories

General — 5 categories

Create and save custom templates

search and filter

The search bar filters cards as you type — across titles, zones, and tags. Filter to see only what matters right now. Search works across all phases without switching modes.

Real-time search across all titles and tags

Works in all three phases

Multi-project support & Git backup

Each Groundwork installation supports multiple projects — one per initiative, one per client, one per program workstream. Every project is stored as plain JSON files. Connect a Git repository for full version history of every card and zone change.

Unlimited projects per installation

Three-tier access: Viewer / Editor / Admin

Optional Git auto-commit on every change

Custom branding — logo and colors

Built-in Templates

Start with the right

Categories for your project.

Each template pre-loads the category set for that type of work. You’re not starting from
a blank canvas — you’re starting from a canvas that already speaks the language of
your domain.

Training Development

Needs analysis

Curriculum design

Content production

Delivery

Evaluation

Org change

System Roll-out

Readiness

Technical setup

Enablement

Go-live

Adoption

Org change

Software Development

Frontend

Backend

Infrastructure

Quality

Product

Technical change

General

Problem

Opportunity

Constraint

Risk

Question

What BPM Teams use it for

The beginning of every

BPM initiative

learning and development

Curriculum Planning

Capture every course idea, learning objective, and content requirement. Sort them into the training development zones. Classify by release (v1, v2, v3) and export to Atlas for visualization and CourseFlow for project management.

Process Improvement

Improvement backlog

Brainstorm every process pain point, improvement idea, and constraint. Group them by process area. Score by business value and feasibility in the Classify phase — your prioritized improvement backlog emerges naturally.

Systems Development

Requirements Capture

Use the System Roll-out template to capture requirements by type — readiness, technical, enablement, go-live, adoption. Sort into releases. Classify dependencies between zones to reveal the right sequence before work begins.

Program Planning

Workstream definition

Map every workstream, initiative, and dependency for a larger BPM program. Zones become workstreams. Zone dependencies define the sequencing. Export to Atlas to build the program roadmap that stakeholders will actually read.

Consulting

Discovery output structuring

Drop every finding, pain point, and opportunity from a discovery workshop into Groundwork. Sort into themes. Classify by effort and priority. The Classify output becomes the basis for the roadmap you present to the client.

Org Change

Change Planning

Plan the org change management activities for a BPM implementation. The Training Development template includes an Org. Change category with Awareness, Understanding, Readiness, Reinforcement, and Feedback capture waves pre-defined.

Where Groundwork fits

The start of every

BPM OS workflow.

Groundwork is step one. What you build here flows directly into the rest of the BPM OS
— Atlas visualizes it, CourseFlow manages it, Outline structures it, Playbook documents it.

Groundwork

Brainstorm, sort, and classify ideas into a plan

Atlas

Brainstorm, sort, and classify ideas into a plan

Playbook

Brainstorm, sort, and classify ideas into a plan

Cards and stacks export to Atlas nodes and CourseFlow tasks — with permalinks that trace everything back to its origin in Groundwork.

Pricing

One Price.


No surprises.

Buy Groundwork on its own, or as part of a bundle with the other BPM OS tools. Every option
is a one-time purchase — no subscription, no per-seat fees, no renewal.

Groundwork

Just the idea capture and planning tool

$99

One-Time Purchase

Three-phase workflow: Brainstorm, Sort, Classify

Cards with priority, category, release, and links

Flexible zones: rectangle, ellipse

Four built-in templates, custom templates

Export to other BPM OS apps

Three-tier access control

Optional Git version history

Mac, Windows & Linux

All future updates included

most popular

Practitioner Bundle

Atlas + Groundwork + Playbook

$199

One-Time Purchase

Save $98 vs. buying separately

Everything in Groundwork

Playbook — process knowledge base

Atlas — visual map builder

Single launcher — one command starts all three

All future updates for all three apps

Full BPM OS Stack

The complete stack – all apps

$299

One-Time Purchase

Save $225 – every current and future app in 2026 included

Everything in Practitioner

Cadence – your weekly planner (free); team version included

Course Flow – training development kanban

Outline – your hierarchical outline editor.

2026 future apps included at no extra cost

All future updates, all apps, forever

Common Questions

Things people ask


Before they buy.

How is this different from a sticky note tool like Miro or FigJam?
Miro and FigJam are general-purpose visual tools. Groundwork is purpose-built for the brainstorm-to-plan workflow in a BPM context — with built-in categories for the domains you work in, a Classify phase that adds real planning structure, and export to the rest of the BPM OS. It also runs locally with no subscription.

Do I have to go through all three phases?
No. Phases are freely reversible — you can move between Brainstorm, Sort, and Classify at any time without losing any data. Some projects never need the Classify phase. Some people skip Sort and go straight to Classify. Use what fits the project.

How does export to Atlas and Playbook work?
In the Classify phase, each card and stack has a permalink. You copy that permalink and paste it into the URL field of an Atlas node or a Playbook page. The receiving app stores the link, giving you traceability back to the original idea. Direct import (JSON handoff) is planned for a future version.

Can multiple people use it?
Yes. Run Groundwork on a shared server and your whole team accesses it through their browser. Set passwords by role — viewers can see the board, editors can add and move cards, only admins can touch the settings. It’s designed for collaborative brainstorm sessions.

What’s the difference between cards and stacks?
A card is a single idea. A stack is a card with other cards nested inside it — useful when one idea has many sub-components. On export, only stacks and standalone cards export; the child cards inside a stack stay in Groundwork as detail notes. This keeps the exported list clean and actionable.

Can I create my own category templates?
Yes. The admin panel has a templates section where you can create, edit, and save custom category templates. If none of the four built-in templates fit your domain, build your own and it becomes available for all future projects.

Ready to get started?

Every Good plan

Starts with groundwork.

Stop planning in spreadsheets that miss half the ideas and lose the thinking behind the decisions. Groundwork captures everything, structures it at your pace, and hands it off to the rest of the BPM OS when you’re ready to build.

Part of the BPM OS from What’s Your Baseline?