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:IntermediateStrategic
TemplateTemplate / formRisk Management Planning Meeting AgendaHow can risk management planning meeting agenda support strategic choice or positioning?AccessibleStrategicTemplate
StrategyTemplate / formScenario planningHow can scenario planning support strategic choice or positioning?Royal Dutch Shell has used scenarios to understand business dynamics, recognise opportunities, examine strategic options and support long term decisions. More generally, use the method when important choices depend on uncertainties that cannot be reduced to one forecast.AccessibleStrategicFigures
TemplateTemplate / formChange Planning ChecklistHow can change planning checklist support strategic choice or positioning?AccessibleOperationalTemplate
InnovationTemplate / formScenario planningHow can scenario planning support strategic choice or positioning?Understand how the business environment may change.AccessibleStrategicFigures
StrategyTemplate / formScenario planningHow can scenario planning support strategic choice or positioning?Use it when long term strategy depends on several interacting uncertainties.AccessibleStrategicFigures
People & OrganisationTemplate / formOperating cadence mapWhich recurring forums and written updates connect planning, decisions, metrics, and execution?AccessibleOperationalTemplate
OperationsTemplate / formObjective-oriented project planning matrixHow should a team document and test the complete causal design of a project before and during delivery?IntermediateStrategicTemplate
StrategyTemplate / formOKR planning worksheetHow can a team turn strategic outcomes into a small set of measurable objectives and key results?IntermediateOperationalTemplate
StrategyMatrix / portfolioAnsoff’s matrix and product market gridHow can ansoff’s matrix and product market grid support strategic choice or positioning?The appropriate route to corporate growth depends on the risk the organisation can accept, its current portfolio of products and markets, and whether it intends to build around existing or new offers and customers. Systematic planning begins with a clear view of the distance between today’s position and the desired future one. The product/market grid and the later Ansoff cube help managers describe that gap and identify possible growth directions.IntermediateStrategicFigures
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.IntermediateStrategicFigures
OperationsTemplate / formLaunch planHow will a product move from readiness work through release, communication, support, and follow-up?IntermediateOperationalTemplate
TemplateTemplate / formContracts Management PlanHow can contracts management plan improve people, teams, or organisational effectiveness?IntermediateStrategicTemplate
TemplateTemplate / formProgram Governance PlanHow can program governance plan support strategic choice or positioning?IntermediateStrategicTemplate
TemplateTemplate / formBenefits Realization PlanHow can benefits realization plan improve people, teams, or organisational effectiveness?AccessibleStrategicTemplate
TemplateTemplate / formChange Management PlanHow can change management plan improve people, teams, or organisational effectiveness?AccessibleOperationalTemplate
TemplateTemplate / formProgram Risk Management PlanHow can program risk management plan improve people, teams, or organisational effectiveness?AccessibleStrategicTemplate
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.IntermediateStrategicFigures
TemplateTemplate / formProcurement Management PlanHow can procurement management plan support strategic choice or positioning?AccessibleStrategicTemplate
TemplateTemplate / formProgram Management PlanHow can program management plan support strategic choice or positioning?AccessibleStrategicTemplate
TemplateTemplate / formProgram Benefits Sustainment PlanHow can program benefits sustainment plan support strategic choice or positioning?AccessibleStrategicTemplate
TemplateTemplate / formProgram Financial PlanWhen and how should program financial plan be applied?AccessibleOperationalTemplate
TemplateTemplate / formQuality Management PlanHow can quality management plan improve people, teams, or organisational effectiveness?AccessibleOperationalTemplate
TemplateTemplate / formSchedule Management PlanHow can schedule management plan improve people, teams, or organisational effectiveness?AccessibleOperationalTemplate
OperationsTemplate / formRollout and ramp planHow should exposure expand safely from a small cohort to broad availability?IntermediateOperationalTemplate
Organisational behaviourTemplate / formCohort session planHow should a live cohort session combine instruction, examples, practice, reflection, and follow-up?IntermediateOperationalTemplate
People & OrganisationTemplate / formMedia training planHow should company spokespeople prepare for formats, difficult questions, and message discipline?IntermediateOperationalTemplate
TemplateTemplate / formProgram Benefits Transition PlanHow can program benefits transition plan support strategic choice or positioning?AccessibleOperationalTemplate
TemplateTemplate / formProgram Scope Management PlanWhen and how should program scope management plan be applied?AccessibleOperationalTemplate
People & OrganisationTemplate / formHard-feedback conversation plannerHow can a manager deliver difficult feedback with clarity, evidence, inquiry, and care?IntermediateOperationalTemplate
People & OrganisationTemplate / formHigh-performer growth planHow can a manager keep exceptional contributors challenged, supported, and retained?IntermediateOperationalTemplate
People & OrganisationTemplate / formExecutive onboarding and early-wins planHow should an executive learn the organization, integrate relationships, clarify authority, and create early value?IntermediateOperationalTemplate
People & OrganisationTemplate / formBoard meeting preparation planHow should management prepare board members so meeting time is used for strategy and decisions?IntermediateStrategicTemplate
People & OrganisationTemplate / formBoard engagement plannerHow can a company use each board member's coaching, recruiting, customer, and strategic strengths?IntermediateOperationalTemplate
People & OrganisationTemplate / formTeam rebuild planHow should a manager restore capability and clarity after a major team change?IntermediateOperationalTemplate
Organisational behaviourTemplate / form30-60-90 onboarding planWhat outcomes, relationships, learning, and practice should a new team member complete in 30, 60, and 90 days?AccessibleOperationalTemplate
OperationsTemplate / formStrategic-priority recovery planWhat actions, decisions, and support will return a high-impact priority to a healthy trajectory?IntermediateOperationalTemplate
Organisational behaviourTemplate / formOwnership planHow should ownership transfer or evolve without losing decisions, context, and stakeholder trust?IntermediateOperationalTemplate
InnovationTemplate / formPilot planWhat hypothesis, audience, scope, operating model, measures, and decision criteria should govern a pilot?IntermediateOperationalTemplate
People & OrganisationTemplate / formAcquired-team assessment planHow should an acquired team be assessed fairly while preserving the hiring bar and deal context?IntermediateOperationalTemplate
People & OrganisationTemplate / formTeam offsite plannerHow can a team turn an offsite purpose into preparation, facilitation, decisions, and follow-through?IntermediateOperationalTemplate
People & OrganisationTemplate / formManaging-up partnership planHow can a manager build a productive, explicit working relationship with their own manager?AccessibleOperationalTemplate
People & OrganisationTemplate / formVP Product onboarding and delegation planHow should a CEO transfer product context and authority while preserving appropriate involvement?AccessibleOperationalTemplate
People & OrganisationTemplate / formDownturn communication planHow should leaders explain financial context, decisions, uncertainty, and expectations during a downturn?IntermediateOperationalTemplate
People & OrganisationTemplate / formManager transition planHow can an employee move between managers without losing context, development history, or trust?IntermediateOperationalTemplate
People & OrganisationTemplate / formCompensation conversation plannerHow should a manager prepare for and conduct a clear compensation discussion?IntermediateOperationalTemplate
People & OrganisationTemplate / formTeam communication planHow should a team make priorities, decisions, progress, and context reliably visible?AccessibleOperationalTemplate
People & OrganisationTemplate / formStrategic target relationship planHow should a company build trusted relationships with potential strategic targets before a transaction?IntermediateOperationalTemplate