Investment Appraisal Template

Blue Ocean / ERRC Grid template

Break out of crowded competition by deciding what to eliminate, reduce, raise and create.

Business Model template

Map the key building blocks of your business.

PESTEL Analysis template

Scan the macro environment across political, economic, social, technological, environmental and legal factors.

Porter's Five Forces template

Judge how attractive an industry is by mapping the five forces that drive competition and profit.

SWOT Analysis template

Assess strengths, weaknesses, opportunities, and threats.

VRIO Analysis template

Test whether a resource or capability can actually sustain an advantage across value, rarity, imitability and organisation.

Value Chain Analysis template

Map Porter's primary and support activities to find where value and margin are really created.

Ansoff Matrix template

Compare four growth routes — penetration, product, market and diversification — and their risk.

BCG Growth–Share Matrix template

Classify products by market growth and share to decide what to fund, milk or divest.

Build–Measure–Learn Loop template

Turn assumptions into small experiments and let the evidence decide whether to pivot or persevere.

GE–McKinsey Nine-Box template

Score industry attractiveness against competitive strength to rank and resource each business unit.

Market Entry Strategy template

Choose which market to enter, how to enter it, and in what order — before committing budget.

McKinsey 7S template

Diagnose why strategy fails to land by checking seven interdependent elements of the organisation.

Three Horizons template

Balance today's core business with emerging bets and long-term options.

Buy vs Build vs Partner template

Choose how to obtain a capability: buy the product, build it, or partner with someone who already has it.

Cost–Benefit Analysis template

Put a number on what an option costs versus what it returns, including the intangibles.

Decision Matrix template

Compare options against weighted criteria to decide.

Decision Tree & Expected Value template

Lay out sequential choices, probabilities and payoffs, then pick the option with the best expected value.

Eisenhower Matrix template

Sort tasks by urgency and importance to decide what to do now, schedule, delegate or drop.

MoSCoW Prioritisation template

Fix scope under a fixed deadline by agreeing what must, should, could and will not be delivered.

RICE Scoring template

Rank initiatives with Reach, Impact, Confidence and Effort to prioritise objectively.

5 Whys & Fishbone (Ishikawa) template

Drill past symptoms to the real root cause, then check it against the classic cause categories.

Brainstorming template

A template for freely collecting ideas.

Cynefin Framework template

Match your approach to the type of problem: clear, complicated, complex or chaotic.

First Principles Thinking template

Strip a problem to fundamental truths and rebuild the solution from there instead of copying convention.

OODA Loop template

Cycle faster than the competition: observe, orient, decide, act — then feed the result back in.

Pareto Analysis (80/20) template

Rank causes by contribution to find the vital few that explain most of the impact.

Six Thinking Hats template

Separate a discussion into six modes of thinking so facts, feelings, risks and ideas stop colliding.

AARRR Pirate Metrics template

Track the customer lifecycle end to end and find exactly which stage is leaking.

Customer Journey Map template

Trace what a customer does, thinks and feels at every stage, and where the experience breaks down.

Design Thinking / Double Diamond template

Diverge and converge twice: understand the problem first, then build and ship the right solution.

Jobs to be Done template

Describe what customers are really trying to accomplish — and why they hire or fire your product.

Kano Model template

Classify features by how they affect satisfaction, so you invest where it actually shows up for customers.

Marketing Plan template

Plan your marketing goals, channels, and budget.

Sales Pipeline template

Track leads through your sales stages.

Value Proposition Canvas template

Check that your offer actually relieves customer pains and creates real gains — not just features you like.

Balanced Scorecard template

Measure performance across four perspectives instead of chasing financials alone.

DMAIC / Six Sigma template

A data-driven project path for cutting defects and variation in an existing process.

Kanban & Flow Metrics template

Manage work in progress with explicit limits, and read the flow metrics that reveal where work stalls.

OKR / Goals template

Set objectives with measurable key results.

PDCA Cycle template

Run small, fast improvement loops: plan a change, try it, check the result, then standardise or adjust.

Process / SOP template

Document a repeatable process step by step.

Theory of Constraints template

Find the single bottleneck limiting throughput, fix it, then move to the next one.

Annual Planning template

Turn last year’s results and this year’s priorities into a small set of goals, initiatives and a quarterly roadmap.

Meeting Notes template

A standard structure for recording meeting outcomes.

Onboarding Plan template

Guide a new team member through their first 30 days.

Post-Mortem / Retrospective template

Review a finished piece of work without blame: what happened, why, and what changes next time.

Project Planning template

A project plan: goals, tasks, and resources.

RACI Matrix template

Make accountability explicit per activity: who does it, who decides, who is consulted and who is informed.

Stakeholder Mapping template

Plot who matters by power and interest, then agree how each group should be engaged.

Weekly Review template

A short recurring ritual to look at results, clear blockers and commit to next week’s priorities.

Competency / Skills Matrix template

Map who can do what and how well, to expose single points of failure and plan development.

Kotter's 8-Step Change Model template

Lead a change programme through eight steps, from creating urgency to anchoring the new way in the culture.

One-on-One Meeting template

A repeatable agenda for a manager and direct report: progress, blockers, feedback and growth.

Situational Leadership template

Match your leadership style to how ready the person is for this specific task: direct, coach, support or delegate.

Team Canvas template

A one-page agreement on why the team exists, what it values, who does what and how it works together.

Break-even & Margin Analysis template

Work out the volume or price at which the business covers its costs, and how sensitive that point is.

Budget Planning & Forecast template

Build a budget from revenue drivers and cost assumptions, then test it against realistic scenarios.

Unit Economics template

Check whether one unit of the business — one customer, order or subscription — makes money on its own.