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Strategy
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Guided playbook
Guided step-by-step OKR planning playbook.
The Alignment Rhythm
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Five key steps to unite your team quarterly to make the best decisions to achieve your vision.
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Frameworks Featured Templates
SWOT Analysis
A SWOT analysis can drive strategy by identifying the strengths, weaknesses, opportunities, and threats of an organization. By understanding these factors, a company can develop a strategy that leverages its strengths, addresses its weaknesses, takes advantage of opportunities, and mitigates potential threats.
Ansoff Matrix
The Ansoff Matrix is a strategic planning tool that helps companies determine their product and market growth strategy. It provides a framework for analyzing a company's potential for growth by examining the relationship between new and existing products, new and existing markets, and the level of risk associated with each possible strategy. The matrix has four quadrants: market penetration, market development, product development, and diversification. Each quadrant represents a different growth strategy and level of risk. The Ansoff Matrix can be used to evaluate a company's potential for growth and to develop a plan to achieve that growth.
Balanced Scorecard
The Balanced Scorecard is a performance management tool that helps organizations track progress toward strategic goals across four perspectives: financial, customer, internal processes, and learning and growth. It aligns activities with strategic objectives, facilitates communication with stakeholders, and allows for setting targets, monitoring progress, and making adjustments. Adaptable to any industry or organization size, it provides a balanced view of overall performance.
BCG Matrix
The BCG Matrix Template is a strategic tool that helps businesses analyze their product portfolio based on market growth and market share. It categorizes products into four quadrants: Stars (high growth, high market share), Cash Cows (low growth, high market share), Question Marks (high growth, low market share), and Dogs (low growth, low market share). This template aids in resource allocation and strategic decision-making for product management.
Business Model Canvas
Business Model Canvas is a strategy template for developing a new business model. Core elements include describing your product's value proposition, infrastructure, customers, and finances. The Business Model Canvas was initially proposed by Alexander Osterwalder.
Business Model Canvas
Together with the SWOT analysis, the Business Model Canvas is one of the most used tools to help businesses look at the current state of their business in a strategic way.
Classic PESTLE Analysis
PESTLE analysis is a strategic framework used to evaluate the external environment impacting an organization. It examines six key dimensions: Political, Economic, Social, Technological, Legal, and Environmental factors. This tool helps organizations understand the broader forces that may influence their operations and strategic decisions. By identifying potential threats and opportunities within these areas, companies can better anticipate market changes, mitigate risks, and leverage trends to their advantage. PESTLE analysis is essential for strategic planning, ensuring businesses align their initiatives with external realities for enhanced competitiveness and sustainability.
Creating Your Company Values
A simple exercise to explore your company values.
Golden Circle
The Golden Circle Template, inspired by Simon Sinek, helps organizations clarify their purpose and strategy by focusing on three key questions: Why (the core purpose or belief), How (the processes or values that enable success), and What (the products or services offered). This template guides teams in aligning their actions with their mission, fostering deeper connections with customers and stakeholders.
Hedgehog
The Hedgehog Concept Template helps organizations identify their core focus by exploring three key areas: what they are passionate about, what they can be the best at, and what drives their economic engine. By finding the intersection of these elements, the template guides strategic decisions, ensuring that efforts are aligned with the organization’s strengths and long-term success goals.
Lafley and Martin’s Five-Step Strategy Model
P&G CEO A.G. Lafley's leveraged a strategic framework to make strategy simple. "What Roger and I tried to do was to distill a simple but powerful approach to strategy that the two of us have seen work in 75 years of experience ... We tried to demystify this whole thing called business, distill it down to five choices for winning." "In order to be sustainable, an organization must seek to win in a particular place and in a particular way, translating the abstract happy future into defined winning aspirations." from the book the Game Changer.
Lean Canvas
The Lean Canvas template is a strategic tool for entrepreneurs that condenses the business plan into a concise, one-page document. It outlines key components like problem identification, solutions, unique value propositions, customer segments, and revenue streams. This format helps quickly assess and adapt business strategies, making it ideal for startups in fast-changing markets.
Matrix
Build your own matrix template
McKinsey 7s Framework
The McKinsey 7S Framework is a management model developed by McKinsey & Company, a management consulting firm, to help organizations align their strategies, structure, systems, shared values, skills, staff and style in order to improve their overall performance. The model suggests that these 7 elements are interdependent and that changes in one area will affect the others. It is often used as a tool for organizational design, as well as for assessing the potential impact of changes to an organization's structure or strategy. It also helps organizations identify areas that need improvement and align them to achieve their goals. The McKinsey 7S Framework is widely used across different industries and organizations of all sizes, from small businesses to large corporations
Mission
This Mission Template guides organizations in defining their strategic direction by outlining key elements: Purpose (the fundamental reason for existence), Vision (a bold 10+ year goal), Values (core behaviors essential to achieving the vision), and Metric (key goals for the current and next year). It culminates in a concise 7-12 word Mission statement that integrates Purpose and Vision, providing clear direction and focus for the team. Google - Organize the world's information and make it universally accessible and useful. SpaceX - To make life multiplanetary by enabling human exploration and settlement of Mars SpaceX Team: To build Starship, the first fully reusable spacecraft for human settlement on Mars
OKR
The OKR (Objectives and Key Results) is a goal-setting framework that helps organizations align efforts with strategic objectives. OKRs consist of clear, ambitious objectives paired with measurable key results. OKR promotes focus, accountability, and regular progress tracking, ensuring teams work towards impactful outcomes that drive overall success and continuous improvement. Add a % score for what was completed and color based on forecast by end of cycle > Green = 80%+, Yellow = 60-79%, Red = Below 59.
PEST Analysis
A PEST Analysis Template helps businesses assess external factors impacting their operations by examining Political, Economic, Social, and Technological influences. This analysis identifies potential opportunities and threats in these areas, aiding strategic planning and decision-making. The template ensures that organizations remain responsive to external changes, aligning their strategies with the broader market environment for improved competitiveness and growth.
PESTEL Analysis
A PESTLE Analysis Template helps businesses evaluate external factors influencing their operations by examining Political, Economic, Social, Technological, Legal, and Environmental aspects. It identifies potential opportunities and threats in these areas, guiding strategic decision-making and risk management. This template ensures that companies remain proactive and adaptable in a changing environment, aligning their strategies with external market dynamics.
Porter's Five Forces
A framework for understanding the forces that shape competition within an industry. The five-forces perspective is associated with its originator, Michael E. Porter of Harvard University. This framework was first published in Harvard Business Review in 1979.
SOAR Analysis
Use this online SOAR Analysis template to help you evaluate your internal Strengths, Aspirations, Opportunities and Results.
Three Horizons of Growth
The Three Horizons of Growth framework is a tool that helps organizations to think about the different types of growth opportunities that they can pursue. It is based on the idea that organizations need to balance their focus on short-term performance with their focus on long-term growth potential. The framework helps organizations to balance their focus on the short-term performance of their core business with their efforts to develop new and innovative opportunities for growth. It helps them to identify new growth opportunities that can be developed in the near-term, and to identify breakthrough opportunities that can be pursued in the long-term. It is a widely used framework by organizations to identify new business opportunities and to align the company's resources to pursue the most promising ones. It also helps organizations to identify and prioritize the areas where they need to focus on to secure their future growth.
TOWS Analysis
Use this online TOWS Analysis template to help you develop a strategic plan around your SWOT Analysis findings. Leverage your strengths to capitalize on an external opportunity. Leverage an opportunity to overcome a weakness, etc. Hover over the title of each section for a description of TOWS.
Vision Plans
A team vision plan is the ultimate plan required to achieve the Bold vision and mission stated. A single page that brilliantly combines the full strategic plan together to help everyone achieve remarkable outcomes. Type '/' to link to a sub-OKR plan.
Vision SWOT
The Vision SWOT Template is a strategic tool designed to assess the future state of an organization by analyzing potential Strengths, Weaknesses, Opportunities, and Threats. Unlike traditional SWOT, this template focuses on where the organization aims to be, helping to identify future capabilities and challenges. It guides long-term planning and decision-making, ensuring alignment with the organization’s vision and strategic goals.
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