StrategyTemplate / formQuarterly business reviewHow should a team connect past outcomes, current metrics, next priorities, risks, and leadership asks?
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StrategyTemplate / formQuarterly business reviewHow should a team connect past outcomes, current metrics, next priorities, risks, and leadership asks?
StrategyFramework / modelCreating value from mergers, acquisitions and alliancesHow can creating value from mergers, acquisitions and alliances support strategic choice or positioning?Use this assessment for every proposed merger, acquisition or alliance, from initial rationale through valuation and integration planning.
OperationsTemplate / formLaunch planHow will a product move from readiness work through release, communication, support, and follow-up?
OperationsFramework / modelObjective-oriented project planning (OOPP)How can a team connect project activity to measurable outcomes, strategic purpose, evidence, and external assumptions?Use OOPP when a project is strategically important, involves several functions, or depends on behaviour and conditions that the delivery team cannot create directly. It is also useful when:
OperationsTemplate / formObjective-oriented project planning matrixHow should a team document and test the complete causal design of a project before and during delivery?
TemplateTemplate / formContracts Management PlanHow can contracts management plan improve people, teams, or organisational effectiveness?
TemplateTemplate / formProgram Governance PlanHow can program governance plan support strategic choice or positioning?
TemplateTemplate / formBenefits Realization PlanHow can benefits realization plan improve people, teams, or organisational effectiveness?
StrategyTemplate / formProduct strategy one-pagerWhich product strategy choices should guide priorities, trade-offs, and near-term moves?
TemplateTemplate / formProgram Risk Management PlanHow can program risk management plan improve people, teams, or organisational effectiveness?
Organisational behaviourTemplate / formProduct team operating modelHow will a cross-functional product team divide responsibilities and run recurring work?
InnovationTemplate / formBeta briefWhat must a beta learn, from whom, under what controls, and by when?
StrategyFramework / modelSWOT analysisHow can swot analysis support strategic choice or positioning?Use SWOT to connect internal resources and capabilities with the competitive conditions around the organisation. It can support the development and selection of strategy, or any other decision for which the objective and scope have first been defined clearly.
StrategyTemplate / formCustomer-facing roadmap strategyWhat should a public or customer-facing roadmap communicate, to whom, and with what confidence?
Organisational behaviourTemplate / formWays-of-working agreementHow will the team communicate, decide, coordinate work, handle conflict, and review its agreements?
MarketingFramework / model4Ps of marketing (Kotler)How can 4ps of marketing (kotler) support strategic choice or positioning?Marketing and sales connect the customer's perspective with the organization's. Reviewing the four elements reveals how the organization currently interacts with customers, how it could serve prospective customers and how its offer is positioned in their minds. The mix is a tactical toolkit within marketing strategy, and repeated adjustment helps the organization respond to changing needs in a chosen segment while supporting corporate strategy.
TemplateTemplate / formProgram Management PlanHow can program management plan support strategic choice or positioning?
StrategyKPI / metricStrategic dialogueHow should strategic dialogue be measured and interpreted?Use strategic dialogue when an organisation must make and implement choices across functions, or when success depends on knowledge and commitment held by partners and stakeholders. It is particularly useful where analysis alone will not create shared understanding, yet leaders still need a disciplined path from exploration to decision and delivery.
OperationsTemplate / formStandard operating procedureHow should a repeatable process define purpose, boundaries, responsibilities, steps, risks, escalation, and references?
OperationsTemplate / formDocumentation style guideWhat writing, structure, terminology, procedure, and review standards should documentation follow?
OperationsKPI / metricMetric definition cardWhat exactly does this metric mean, how is it calculated, and which decision should it support?
MarketingTemplate / formName due-diligence checklistHas a shortlisted name been checked across language, search, legal, product, and user contexts?
MarketingTemplate / formProduct naming briefWhat must be understood before generating and evaluating a product or feature name?
FinanceTemplate / formPricing readiness checklistHave product, finance, legal, operations, billing, sales, and customer implications of a price been addressed?
MarketingTemplate / formGo-to-market readiness briefIs a new offer ready across audience, positioning, pricing, channels, sales, support, and measurement?
MarketingTemplate / formPackaging experience briefHow should packaging balance brand recognition, product clarity, craft, accessibility, and environmental impact?
StrategyFramework / modelGap analysisHow can gap analysis support strategic choice or positioning?To identify and improve an important area of underperformance.
StrategyFramework / modelRating competitive positionHow can rating competitive position support strategic choice or positioning?Use it after identifying customer purchasing criteria and deriving the key success factors for a defined market.
OperationsTemplate / formTechnical documentation QA checklistIs technical documentation accurate, usable, safe, consistent, and maintainable?
InnovationTemplate / formProduct requirements documentWhat behavior, requirements, boundaries, edge cases, and validation criteria define the product?
OperationsTemplate / formImplementation reviewIs a solution ready to implement across product, process, systems, people, and controls?
OperationsTemplate / formBeta participant trackerHow can a team track recruitment, activation, usage, feedback, issues, and follow-up without losing context?
MarketingTemplate / formCo-brand asset review checklistDoes a shared-brand asset preserve clear attribution, balance, hierarchy, legibility, and approval rights?
TemplateTemplate / formSchedule Management PlanHow can schedule management plan improve people, teams, or organisational effectiveness?
FinanceTemplate / formPricing decision briefWhat customer value, alternatives, economics, packaging, risks, and evidence support a price decision?
MarketingFramework / modelCompetitive intelligenceHow can competitive intelligence support strategic choice or positioning?Use CI to assess relative market strengths, weaknesses, intentions and vulnerabilities.
StrategyTemplate / formCustomer problem recordWhat makes a customer problem sufficiently clear and evidenced for prioritization?
StrategyTemplate / formBlockchain technology (Tapscott)How can blockchain technology (tapscott) support strategic choice or positioning?When several parties need a shared record, have limited trust in one another and cannot rely efficiently on a single intermediary—but only after comparing blockchain with a conventional database.
OperationsTemplate / formPostmortemHow should a team learn from an incident or failed outcome without blame?
MarketingTemplate / formCreative briefWhat outcome, audience, message, constraints, assets, channels, and approvals should guide creative work?
OperationsTemplate / formWorkflow design canvasHow should an intake-to-closure workflow define states, ownership, service levels, and controls?
OperationsTemplate / formRollout and ramp planHow should exposure expand safely from a small cohort to broad availability?
Organisational behaviourTemplate / formWeekly team meeting agendaHow should a weekly team meeting balance information, recognition, learning, decisions, and connection?
StrategyTemplate / formProduct strategy quality checklistDoes a product strategy make differentiated, evidence-backed choices rather than describe a vision or plan?
TemplateTemplate / formProgram Financial FrameworkWhen and how should program financial framework be applied?
OperationsTemplate / formProject briefWhat problem, outcome, scope, approach, ownership, and decision does a proposed project require?
InnovationTemplate / formProduct briefWhat are we building, for whom, why now, and how will we know it works?
InnovationTemplate / formResearch briefWhat decision should research inform, for whom, and with what method and constraints?