Organisational behaviourFramework / modelChange management: Kotter’s eight-step modelHow can change management: kotter’s eight-step model support strategic choice or positioning?Use it to lead a significant organisational change, such as a new structure, technology platform or customer service model.
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Organisational behaviourFramework / modelChange management: Kotter’s eight-step modelHow can change management: kotter’s eight-step model support strategic choice or positioning?Use it to lead a significant organisational change, such as a new structure, technology platform or customer service model.
TemplateTemplate / formChange Management PlanHow can change management plan improve people, teams, or organisational effectiveness?
TemplateTemplate / formChange Planning ChecklistHow can change planning checklist support strategic choice or positioning?
Organisational behaviourMatrix / portfolioChange quadrantsHow can change quadrants support strategic choice or positioning?Use the framework to select a broad change approach, identify credible change agents, decide who must participate and shape the pace, scope and communication of the work. It is particularly useful when a standard change method feels mismatched to the organisation’s culture or motivation.
TemplateTemplate / formChange Clinic WorksheetHow can change clinic worksheet improve people, teams, or organisational effectiveness?
TemplateTemplate / formChange Request FormHow can change request form support strategic choice or positioning?
TemplateTemplate / formChange Request LogHow can change request log support strategic choice or positioning?
OperationsTemplate / formRoadmap change noticeHow should a delay, cancellation, scope change, or shipment be explained?
People & OrganisationTemplate / formGoal change logHow should a team record and explain material changes to goals during a cycle?
TemplateTemplate / formOvercoming Obstacles Change DiagnosticHow can overcoming obstacles change diagnostic improve people, teams, or organisational effectiveness?
Organisational behaviourFramework / modelSocially engineered changeHow can socially engineered change support strategic choice or positioning?Use the model when an organisation has chosen a strategy or working method and needs to embed it quickly but sustainably. The approach begins with a clear view of the intended end state—echoing Covey’s principle of beginning with the end in mind—and translates that destination into practical rules for daily business. It is most suitable when the change can be planned, directed and described with enough precision for managers and teams to act consistently.
OperationsTemplate / formChecklists for ChangeHow can checklists for change improve people, teams, or organisational effectiveness?Improve reliability in recurring or high consequence work.
Organisational behaviourFramework / modelThree Surprises About ChangeHow can three surprises about change improve people, teams, or organisational effectiveness?Diagnose a stalled change before assigning blame.
Organisational behaviourFramework / modelGrowth Mindset for ChangeHow can growth mindset for change support strategic choice or positioning?Prepare people for the predictable difficulty of a demanding change.
Organisational behaviourFramework / modelRider, Elephant, and Path Change FrameworkHow can rider, elephant, and path change framework improve people, teams, or organisational effectiveness?Identify what is preventing a personal, team, or organizational change from progressing.
Organisational behaviourFramework / modelKeep the Change GoingHow can keep the change going support strategic choice or positioning?Sustain momentum after an initial action.
Organisational behaviourFramework / modelShrink the ChangeHow can shrink the change improve people, teams, or organisational effectiveness?Start a change whose apparent scale or effort is preventing action.
OperationsTemplate / formProgram status updateWhat changed, why, what is at risk, and what help is needed?
People & OrganisationTemplate / formTeam rebuild planHow should a manager restore capability and clarity after a major team change?
StrategyTemplate / formStrategy review agendaHow should leaders review evidence, choices, progress, and changed assumptions?
People & OrganisationDecision guideStrategic acquisition decision canvasDoes a target change market structure, secure a unique asset, block a threat, or transform economics?Use the strategic acquisition decision canvas when several reasonable paths exist in finance and company transactions, the trade offs cannot all be removed, and the decision needs to be explained later. Agree how strategic change, uniqueness, and defense will be judged before advocating an option.
People & OrganisationFramework / modelBoard evolution mapHow should board composition change as ownership, company stage, and governance needs evolve?Use the board evolution map when people working on executive teams and boards are using different mental models for stage, required roles, and investor seats, and that difference is changing choices or coordination.
People & OrganisationFramework / modelInternal communications operating modelHow should internal communication support employee experience, change, and brand consistency?Use the internal communications operating model when people working on marketing and communications are using different mental models for audiences, moments, and narrative, and that difference is changing choices or coordination.
StrategyFramework / modelOutcome-versus-activity KR guideDoes a key result measure a changed state rather than completion of work?Use the outcome versus activity KR guide when people working on metrics, goals, and business reviews are using different mental models for state versus task test, metric KR, and milestone KR, and that difference is changing choices or coordination.
People & OrganisationProcess / methodReorganization change planHow should leaders design, align, communicate, and stabilize a reorganization?
TemplateTemplate / formProgram Final ReportHow can program final report 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?
InnovationTemplate / formBeta briefWhat must a beta learn, from whom, under what controls, and by when?
InnovationFramework / modelStage gate new product developmentHow can stage gate new product development support strategic choice or positioning?Use a stage gate process to manage the development and launch of products, services, technologies or substantial product changes when:
Organisational behaviourTemplate / formWays-of-working agreementHow will the team communicate, decide, coordinate work, handle conflict, and review its agreements?
FinanceFramework / modelValuing the firmWhen and how should valuing the firm be applied?Estimate a defensible price for an acquisition or disposal.
StrategyTemplate / formDecision memoHow can a consequential decision be framed, compared, authorized, and recorded?
TemplateTemplate / formProgram Financial PlanWhen and how should program financial plan be applied?
TemplateTemplate / formProgram Review AgendaHow can program review agenda support strategic choice or positioning?
OperationsKPI / metricMetric definition cardWhat exactly does this metric mean, how is it calculated, and which decision should it support?
MarketingTemplate / formProduct naming briefWhat must be understood before generating and evaluating a product or feature name?
TemplateTemplate / formQuality Management PlanHow can quality management plan improve people, teams, or organisational effectiveness?
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.
People & OrganisationTemplate / formM&A valuation factor scorecardWhich common and acquisition-type-specific factors should inform willingness to pay?
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?
TemplateTemplate / formProgram Business CaseHow can program business case support strategic choice or positioning?
TemplateTemplate / formSchedule Management PlanHow can schedule management plan improve people, teams, or organisational effectiveness?
StrategyTemplate / formCustomer problem recordWhat makes a customer problem sufficiently clear and evidenced for prioritization?
OperationsTemplate / formPostmortemHow should a team learn from an incident or failed outcome without blame?