Planning Frameworks
Browse and learn about key planning frameworks
Account Plan (Gold Sheet)
Miller Heiman Strategic Selling — a single-page Gold Sheet strategic account view for planning and managing a key customer relationship.
Business Model Canvas
Map the nine building blocks of a business model: partners, activities, value propositions, customers, and finances.
External Stakeholder Groups
Map the key external individuals or groups that will have the most influence on the outcome you desire
External Stakeholder Mapping Matrix
Plot external stakeholders on an influence vs. willingness grid to see at a glance who to actively partner with, win over, keep informed, or simply monitor.
External Stakeholder Profile
A detailed profile card for a single external stakeholder — their goals, needs, risks, and how to engage them.
Gap Analysis
A bridge-metaphor gap analysis: where you stand today, the target state you are aiming for, and the sequence of moves that carries you across the gap between them.
Lean Business Case
A concise, structured argument for investing in a particular initiative or course of action — covering the problem, proposed solution, expected benefits, costs, risks, and recommended next steps on a single page or short document.
Lean Canvas
A one-page business model canvas for validating startup ideas and communicating strategy across 9 key sections.
Market Drivers & Moderators
An opposed-force diagram showing the drivers accelerating a market against the moderators restraining it, with the resulting net market outlook running up the centre.
Market Sizing (TAM / SAM / Target / Share)
A market sizing diagram showing Total Available Market, Serviceable Available Market, Target Market, and current Market Share, each with value, annual growth, and description.
Meeting Log
A single-meeting record covering date, type and purpose, attendees, key points, outcomes and follow-up actions.
PESTLE Analysis
Assess Political, Economic, Social, Technological, Legal, and Environmental factors affecting the business.
Playing to Win Strategy Cascade
Map your strategy using the Playing to Win framework: winning aspiration, where to play, how to win, capabilities required, and management systems.
Prioritization (Eisenhower)
An Eisenhower Priority Matrix (also called the Urgent-Important Matrix) helps you cut through a busy workload by sorting tasks into four quadrants based on two dimensions — urgency and importance
Project Charter
A one-page project charter covering purpose, scope, timeline, and sign-off.
SWOT Analysis
A SWOT Analysis is a structured framework for evaluating a strategy, project, product, or organisation by examining four dimensions: Strength, Weaknesses, Threats and Opportunities
Build better plans, faster
Join the waitlist for early access to curated insights, flexible templates, and rapid iteration across strategy, planning, and project management.