🤔 Strategy

Business strategy templates for client proposals, KPI trackers, project kickoffs, SWOT analysis, and more to keep your business on track towards your goals.

SMART Goals WorksheetSet SMART goals & follow through with them!

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SWOT AnalysisIdentify your company’s strengths, weaknesses, opportunities, and threats with this free strategic template.

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Product Vision BoardWhat is your product's vision, and what does it aim to achieve for customers & users?

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Company/Business Goals TrackerMonitor your business goals and initiatives.

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PR 101 ChecklistPlan and manage your public relations effectively.

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Corporate Strategy Plan / Yearly Annual ReviewPlan out your annual corporate strategy.

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Product Launch ListStrategize and prepare for a successful product launch!

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Press Launch ProcessBest practices and checklist for your next press launch!

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Client Proposal ChecklistUse this free checklist to lay out how you will handle a client proposal meeting!

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Business FrameworkBuild a smart framework for your new business idea.

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Porter's Five ForcesFind the competitive advantage of your business. Analyze your company's competitive environment and market position!

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Deal Closing ChecklistSuccessfully close deals!

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Lean Canvas ModelFocus on problems, solutions, key metrics, & competitive advantages.

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Iceberg Model ChecklistUncover the root causes of events & problems.

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Second-Order ThinkingMake decisions with long-term consequences in mind.

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Speed vs. Quality Confidence ModelDetermine the trade-off between speed & quality.

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Remote Personas WorkshopIdentify your target users to make better product decisions. Characterize your target users to make product decisions with our free, online template!

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Remote Customer MappingMap out your critical path and map out your customers using this free, online template!

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Product Hypothesis BoardCreate hypotheses about your product and work on creating new features with our free, online template!

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Side Project Marketing TipsFollow these tips to strengthen your marketing campaign.

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Content Sponsorship RequestMaster the art of content sponsorship requests. Find out how to execute a successful content sponsorship!

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FOMO Marketing ChecklistBoost your Sales with these Clever Marketing Tips!

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Simple Investor UpdateLet your investors know what you’ve been up to! Keep your venture capital investors and angel investors up to date.

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Grant Proposal EvaluationEvaluate grant proposals one check at a time. Write and/or evaluate grant proposals with this free template.

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M&A Due Diligence ChecklistGather and confirm relevant information to ensure a smooth, informed process.

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IT PMO Getting Started ChecklistStart an Information Technology Project Management Office!

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New Technology Evaluation ChecklistDetermine whether your organization should adopt a new piece of technology.

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IPO Project Investment Banking ChecklistPrepare for your IPO!

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SaaS CTO Security ChecklistUse this checklist to make sure everything is tip-top with your SaaS CTO Security!

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Team KPI TrackerBy tracking KPIs over time, managers can identify where there are opportunities for improvement and iterate on their strategy accordingly. This KPI tracker template will help you to identify your KPIs and, once identified, to track them.

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Mission-to-Metrics FrameworkMap out your mission to metrics with this free mindmap template!

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