• High quality, easy to use.
• Includes all necessary frameworks. Just use the frameworks applicable to business.
• Save money by leading the strategy work yourself instead of using consultants.
• Don’t spend time on implementing your visual identity (graphic service sold separately).

The Corporate Strategy Template includes the following structures:

Executive Summary
Strategy One-Pager
Values, Mission and Vision

Strategic Environment
Macro Environment
PESTLE Analysis: Political, Economic, Social, Technological, Legal and Environmental Trends
Future Scenarios
Porter’s Five Forces Analysis
Market Segments
Competitor Analysis

Strategic Capabilities
Unique resources
Core competences
Operational Efficiency and Costs
Knowledge
Analysis of Strategic Capabilities: Value Map and SWOT

Stakeholders
Purpose: Values, Mission and Vision
Owners
Corporate Governance
Employees
Suppliers
Authorities
Other Stakeholders
Stakeholder Expectations
Business Ethics
Social Responsibility

Business-Level Strategies
Competitive Advantages
SWOT: Strengths, Weaknesses, Opportunities and Threats
Unique Selling Propositions (USPs)
Sustaining Differentiation
Sustaining Cost Leadership
Sustaining Focus Strategy

Business Portfolio Strategy
Role of Corporate Parent
Synergies
Consolidation Initiatives
Diversification Initiatives
Innovation and R&D Initiatives
Internationalization and Market Penetration Initiatives
GE/McKinsey Matrix
BCG Matrix

Organization
Structures: Divisions, Functions, Matrix
International Structures
Project Management

Implementation of Strategy
Strategic Initiatives
Must-Win Battles
Key Performance Indicators (KPIs)
Timetable
Change Management Plan
Communications Plan

• High quality, easy to use.
• Includes all necessary frameworks. Just use the frameworks applicable to business.
• Save money by leading the strategy work yourself instead of using consultants.
• Don’t spend time on implementing your visual identity (graphic service sold separately).

The Change Management Template includes the following structures:

Executive Summary

Definition of Desired Change
Case for Change
Desired Outcomes
Degree of Urgency

Analysis
Assessment of the Organization’s Capacity and Readiness
Impact Analysis
Prioritization of Gaps

Change Strategy
Leadership Styles
Resourcing for the Change Effort
Infrastructure for the Change Effort
Communications Plan
Phasing and Timetable

Preparing Leaders for the Change Effort
Create Shared Vision
Build Alignment and Commitment
Improve Leaders’ Capability to Lead the Change
Confirm the Change Process
Organize for the Change Effort

Delivery of the Change
Build Organizational Understanding of the Case for Change
Communicate the Vision
Remove Obstacles
Help People and Manage Emotional Reactions
Celebrate Short-Term Wins
Support the Target State and Ensure Completion
Show that the Old Way of Operating Is Gone
Anchor the Change in the Corporate Culture

• High quality, easy to use.
• Includes all necessary frameworks. Just use the frameworks applicable to business.
• Save money.
• Don’t spend time on implementing your visual identity (graphic service sold separately).

The Project Plan Template includes the following structures:

Executive Summary

Project Scope
Objectives
Inclusions and Exclusions
Deliverables and Definition of Done
Work Breakdown Structure
Hand-over
Terminology

Project Timetable
Time Constraints
Decision Points
Gantt Chart
Critical Path
Dependencies

Project Budget
Cash flow
Net present value and pay-back time
Capital expenditure
Other Resources
Accounting Principles

Project Team and Governance
Project Team, Roles and Responsibilities
Steering Group
Reporting and KPIs
RACI Chart

Project Risk Management
Legal Requirements
Risk Assessment
Risk Mitigation

Project Communications
Communications Objectives
Stakeholders
Communications Plan

• High quality, easy to use.
• Includes all necessary frameworks. Just use the frameworks applicable to business.
• Save money by leading the strategy work yourself instead of using consultants.
• Don’t spend time on implementing your visual identity (graphic service sold separately).

The Project Portfolio Template includes the following structures:

Executive Summary

Business Strategy and Supporting Project Types
New Product Development Projects
Business Development Projects
M&A and Business Transformation Projects

Selecting Projects for the Project Portfolio
Project Idea Generation (Gate 0)
Qualification Process for Selecting Projects (Gate 1)
Determining the Value of a Project
Maintaining a Rank of Project Candidates
Understanding Constraints and Available Resources
Project Approval (Gate 2)

Executing the Project Portfolio
Objectives of Project Portfolio Management
Delivering and Closing Projects (Gate 3)
Supporting and Monitoring Projects
Project Synergies
Managing Total Portfolio Size
Quality Management
Risk Management

Institutionalizing Change
Handover Process
Change Management Process
Linking Strategy to Project Portfolio Management
Integrating Line Organization KPIs with Project KPIs

Organizing for the Project Portfolio
Project Resourcing
Project Management Competence
Change Management Competence
Project Steering Groups
Project Portfolio Management Competence/Project Management Office
Project Management Systems and Tools

How to Use Document Templates
Gate 0: Project Idea Template
Gate 1: Project Pre-Study Template
Gate 2: Project Plan Template
Gate 3: Project End Report Template

• High quality, easy to use.
• Includes all necessary frameworks. Just use the frameworks applicable to business.
• Save money by leading the strategy work yourself instead of using consultants.
• Don’t spend time on implementing your visual identity (graphic service sold separately).

The Pricing Strategy Template includes the following structures:

Executive Summary

Present State Analysis
Analysis of Customer Value and Willingness-to-pay
Analysis of Competition
Analysis of Costs
Volume vs. Price Trade-off
Governance and Capabilities
Improvement Potential

Pricing Strategy
Strategic Pricing Objectives
Pricing Must-Win Battles
Pricing Roles and Competencies

Industry-level Pricing Strategy
Strategic Shifts
Price Leadership or Followership
Price Signalling
Avoiding Price Wars
Responding to Competitive Pricing Actions
Unique Pricing Capabilities

Product-level Pricing Strategy
Available Pricing Methods
Core Products and Services
Special Products and Services
Premium and Private Label
Surcharges and Additional Pricing
Product Campaigns
Bundles

Customer-level Pricing Strategy
Segment Pricing
Discount Structures
Negotiation Levels
Targeted Campaigns
Loyalty Program
Win-Back Pricing

Capacity Pricing and Yield Management
Capacity Pricing Measures: Spill, Spoilage and Denied Access
Price Discrimination: Structure, Segmentation, Fencing
Delivery Process: Cancellations, Changes, Depositions
Capacity Management: Reservation Classes, Advance Reservations, Overbooking
Information Process: Roles, Responsibilities and KPIs
Forecasting Process: Roles, Responsibilities and KPIs
Optimization Process: Roles, Responsibilities and KPIs

Transactional Pricing
Pricing Waterfall
Quantity Discounts
Sales Channel
Payment Method
Payment Terms
Transport
Guarantees
Claims
Annual Rebates

Legal Considerations
Competition Law
Data Privacy
Other Legal Considerations

Pricing Governance
Pricing Architecture
Pricing Authority by Role
Key Performance Indicators (KPIs) by Role
Pricing Calendar

Pricing Systems
Processes
Data
Systems

Pricing Psychology
Customer Perceptions
Employee Self-Confidence

Implementation of Pricing Strategy
Key Performance Indicators (KPIs) for Strategic Pricing Objectives
Action Plans for Pricing Must-Win Battles
Pricing Budget and Allocation of Resources
Performance Management Model for Pricing
Timetable
Change Management Practices
Communications Plan

• High quality, easy to use.
• Includes all necessary frameworks. Just use the frameworks applicable to business.
• Save money by leading the strategy work yourself instead of using consultants.
• Don’t spend time on implementing your visual identity (graphic service sold separately).

The Marketing Strategy Template includes the following structures:

Executive Summary

Market Analysis
Market Definition
Porter’s Five Forces Analysis
PESTLE Analysis
SWOT Analysis
Total Available Market (TAM), Serviceable Available Market (SAM), and Market Share
Competitive Summary

Strategic Choices
Strategic Marketing Objectives
Strategic Marketing Projects
Brand Positioning
Unique Selling Propositions (USPs)
Customer Segmentation
Marketing Channel Strategy
Marketing Roles and Competencies

Marketing Process
Brand Awareness
Integration with Sales Process
Cross-Sales and Up-Sales
Repeat Purchases
Customer Loyalty Program
Referrals
Public Relations (PR)
Corporate Social Responsibility (CSR)
Thought Leadership

Marketing Channels
Combined View of Alternative Customer Paths
Search Engine Optimization (SEO)
Search Engine Marketing (SEM)
Social Media Marketing (SMM)
Pay-Per-Click Marketing (PPC)
Affiliate Marketing
Email Marketing
Content Marketing
Direct Mail
Print Media
Outdoor Advertising
TV and Radio
Events and Exhibitions
Earned Media

Implementation of Marketing Strategy
Key Performance Indicators (KPIs) for Strategic Marketing Objectives
Action Plans for Marketing Must-Win Battles
Marketing Budget and Allocation of Resources
Performance Management Model for Marketing
Timetable
Change Management Practices
Communications Plan

• High quality, easy to use.
• Includes all necessary frameworks. Just use the frameworks applicable to business.
• Save money by leading the strategy work yourself instead of using consultants.
• Don’t spend time on implementing your visual identity (graphic service sold separately).

The Sales Strategy Template includes the following structures:

Executive Summary

Market Analysis
Market Definition
Porter’s Five Forces Analysis
PESTLE Analysis
SWOT Analysis
Total Available Market (TAM), Serviceable Available Market (SAM), and Market Share
Competitive Summary

Sales Strategy
Strategic Sales Objectives
Sales Must-Win Battles
Unique Selling Propositions (USPs)
Customer Segmentation
Sales Channel Strategy
Sales Roles and Competencies

Sales Process
Integration with Marketing Process
Pre-Sales: Brand Awareness
Pre-Sales: Building Interest/Identified Leads
Sales: Evaluation/Qualified Leads
Sales: Cross-Sales and Up-Sales
Sales: Closing the Deal
Post-Sales: Delivery
Post-Sales: Retention and Repeat Sales
Post-Sales: Referrals
Key Account Management

Sales Channels
Single Channel/Multichannel/Omnichannel
Online
Salesforce
Stores
Call Centers
External Platforms
Agents
Other

Implementation of Sales Strategy
Key Performance Indicators (KPIs) for Strategic Sales Objectives
Action Plans for Sales Must-Win Battles
Sales Budget and Allocation of Resources
Performance Management Model for Sales
Timetable
Communications Plan