Working templates

The templates we actually use.

A growing set of working documents from the practice — kept short, opinionated, and easy to bend to your own team.

Strategic Planning

Public

Quarterly strategy canvas

One page for the trade-offs an executive team actually has to make.

For Executive teams

Meeting Agendas

Public

The weekly cadence agenda

A 45-minute agenda for the meeting most teams overrun and under-decide.

For Founders & operators

Goal Planning

Members Only

Annual goal planning worksheet

Move from twenty priorities to three defensible ones.

For Individual leaders

Accountability

Members Only

The commitment tracker

A quiet, weekly artefact for keeping teams honest without theatre.

For Team leads

Team Alignment

Public

Team alignment brief

A one-pager to state what a team is doing, why, and what it isn't.

For Cross-functional teams

Communication

Premium

The stakeholder message frame

A repeatable structure for the message that has to land the first time.

For Executives & communicators

Decision Matrices

Members Only

Decision matrix (2x2, honest)

A decision aid that resists being turned into a scoreboard.

For Decision owners

Operational Checklists

Premium

Operations weekly checklist

The recurring operational hygiene that keeps small problems small.

For Operators