Practical tools for unlocking decisions and execution, organized by format and theme.
FORMAT All 52 PDFs 23 DOCX 9 Spreadsheets 13 Kits 7 TOPIC Strategy Finance Management Marketing Operations People Planning Productivity Product Sales Clear filters
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Search materials by name PDF · FRAMEWORK Value Disciplines STRATEGY Value Disciplines Compare approaches to differentiation and choose where to focus your value proposition. PDF · FRAMEWORK T-shaped Professional PEOPLE T-shaped Professional Map technical depth and complementary skills to develop the team. PDF · FRAMEWORK How to Build a Culture of Ownership PEOPLE How to Build a Culture of Ownership Turn responsibility, autonomy, and results into observable behaviors. PDF · FRAMEWORK Culture Design Canvas PEOPLE Culture Design Canvas Design rituals, decisions, and signals that support the desired culture. PDF · FRAMEWORK Ishikawa Diagram OPERATIONS Ishikawa Diagram Investigate the causes of a problem before acting only on its symptoms. PDF · FRAMEWORK Porter’s Value Chain STRATEGY Porter’s Value Chain Visualize the activities that create value and the points that consume margin. PDF · FRAMEWORK McKinsey 7S Model MANAGEMENT McKinsey 7S Model Assess alignment between strategy, structure, systems, and people. PDF · FRAMEWORK Product-Market Fit Canvas PRODUCT Product-Market Fit Canvas Connect market needs, your value proposition, and evidence of fit. PDF · FRAMEWORK Growth Competency Model MARKETING Growth Competency Model Map the essential skills needed to build a growth operation. PDF · FRAMEWORK BCG Matrix STRATEGY BCG Matrix Compare portfolio, growth, and market share to guide investment. PDF · FRAMEWORK Bullseye Framework MARKETING Bullseye Framework Prioritize acquisition channels based on evidence, potential, and testing cost. PDF · FRAMEWORK Empathy Map MARKETING Empathy Map Organize what customers think, feel, observe, and do in a real context. PDF · FRAMEWORK Porter’s Competitive Strategies STRATEGY Porter’s Competitive Strategies Compare cost leadership, differentiation, and focus before choosing a position. PDF · FRAMEWORK The 4 Stages of Strategic Planning PLANNING The 4 Stages of Strategic Planning Structure diagnosis, direction, execution, and follow-up in a clear sequence. PDF · FRAMEWORK MoSCoW Matrix PLANNING MoSCoW Matrix Separate what is required, important, desirable, and outside the current cycle. PDF · FRAMEWORK Eisenhower Matrix PRODUCTIVITY Eisenhower Matrix Organize priorities using importance and urgency without mixing the two criteria. PDF · FRAMEWORK Ansoff Matrix STRATEGY Ansoff Matrix Compare growth options by market and offering. PDF · FRAMEWORK Buyer Journey Guide MARKETING Buyer Journey Guide Map customers’ questions, signals, and decisions at each stage of the journey. PDF · FRAMEWORK High-Performing Salespeople Map SALES High-Performing Salespeople Map Identify behaviors and skills that support strong sales execution. PDF · FRAMEWORK RFM Matrix Guide MARKETING RFM Matrix Guide Segment customers by recency, frequency, and value to prioritize actions. PDF · FRAMEWORK Maslow’s Hierarchy of Needs PEOPLE Maslow’s Hierarchy of Needs Use levels of need as a lens for understanding human motivations. PDF · FRAMEWORK CSD Matrix STRATEGY CSD Matrix Organize certainties, assumptions, and questions before deciding. PDF · WORKBOOK Strategic Planning Workbook PLANNING Strategic Planning Workbook Guide strategic planning with questions, exercises, and fields to complete. DOCX · TEMPLATE Business Risk Analysis MANAGEMENT Business Risk Analysis Document risks, impact, probability, prevention, and response. DOCX · TEMPLATE Payment Collection Letter FINANCE Payment Collection Letter Formalize a payment request with editable fields and clear communication. DOCX · TEMPLATE Digital Strategy MARKETING Digital Strategy Structure digital goals, audiences, channels, actions, and indicators. DOCX · TEMPLATE SWOT Matrix STRATEGY SWOT Matrix Record strengths, weaknesses, opportunities, and threats in an editable document. DOCX · TEMPLATE Sustainability Action Plan OPERATIONS Sustainability Action Plan Define sustainability initiatives, owners, deadlines, and indicators. DOCX · TEMPLATE Emergency and Recovery Plan OPERATIONS Emergency and Recovery Plan Prepare roles, contacts, and actions to respond and restore operations. DOCX · TEMPLATE Marketing Plan MARKETING Marketing Plan Organize diagnosis, strategy, channels, budget, and follow-up. DOCX · TEMPLATE Business Plan PLANNING Business Plan Build an editable overview of market, operations, finance, and execution. DOCX · TEMPLATE Succession Plan PEOPLE Succession Plan Map critical roles, potential successors, and development actions. XLSX · SPREADSHEET Initial Business Costs FINANCE Initial Business Costs List the investments and expenses needed to launch operations. XLSX · SPREADSHEET Cash Flow Statement FINANCE Cash Flow Statement Track inflows, outflows, and cash position in a ready-to-use structure. XLSX · SPREADSHEET Income Statement (DRE) FINANCE Income Statement (DRE) Organize revenue, costs, expenses, and the period’s results. XLSX · SPREADSHEET Balance Sheet Template FINANCE Balance Sheet Template Structure assets, liabilities, and equity for comparison. XLSX · SPREADSHEET Budget Planning FINANCE Budget Planning Plan revenue, costs, and expenses to track actual and forecast figures. XLSX · SPREADSHEET 10 E-commerce Indicators MARKETING 10 E-commerce Indicators Centralize key indicators for tracking acquisition, conversion, and revenue. XLSX · SPREADSHEET Sales Predictability Worksheet SALES Sales Predictability Worksheet Project sales results using funnel stages, conversion rates, and opportunities. XLSX · SPREADSHEET 85 Questions for Recruiting a Salesperson PEOPLE 85 Questions for Recruiting a Salesperson Structure sales interviews with questions organized by competency. XLSX · SPREADSHEET Weekly Customer Prospecting SALES Weekly Customer Prospecting Plan the volume, cadence, and follow-up of sales prospecting. XLSX · SPREADSHEET Sales Team Commission Plan SALES Sales Team Commission Plan Simulate commission rules and amounts to clarify sales incentives. XLSX · SPREADSHEET How to Hire AAA People PEOPLE How to Hire AAA People Organize criteria and evidence for a more consistent selection process. XLSX · SPREADSHEET Cap Table FINANCE Cap Table Visualize ownership stakes and the effects of new transactions. XLSX · SPREADSHEET Expected Total Compensation SALES Expected Total Compensation Structure fixed and variable compensation around the sales target. ZIP · KIT Sales Toolkit SALES Sales Toolkit Bring frameworks and spreadsheets together to organize the funnel, team, and sales predictability. ZIP · KIT Management with OKRs MANAGEMENT Management with OKRs Connect objectives, key results, cadence, and follow-up. ZIP · KIT High-Performing Team PEOPLE High-Performing Team Use practical tools to align team performance, development, and daily work. ZIP · KIT Balanced Scorecard Kit STRATEGY Balanced Scorecard Kit Turn strategy into connected objectives, indicators, and initiatives. ZIP · KIT PDI Implementation Kit PEOPLE PDI Implementation Kit Structure individual development plans with goals and follow-up. ZIP · KIT How to Build a Strong Culture PEOPLE How to Build a Strong Culture Bring tools together to make values, rituals, and behaviors more concrete. ZIP · KIT Complete Manager’s Kit MANAGEMENT Complete Manager’s Kit Support planning, finance, people, and execution in an integrated collection. Frequently asked questions
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