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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 Worksheet
Set SMART goals & follow through with them!
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SWOT Analysis
Identify your company’s strengths, weaknesses, opportunities, and threats with this free strategic template.
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Product Vision Board
What is your product's vision, and what does it aim to achieve for customers & users?
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Mission-to-Metrics Framework
Map out your mission to metrics with this free mindmap template!
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PR 101 Checklist
Plan and manage your public relations effectively.
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Corporate Strategy Plan / Yearly Annual Review
Plan out your annual corporate strategy.
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Product Launch List
Strategize and prepare for a successful product launch!
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Press Launch Process
Best practices and checklist for your next press launch!
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Client Proposal Checklist
Use this free checklist to lay out how you will handle a client proposal meeting!
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Business Framework
Build a smart framework for your new business idea.
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Porter's Five Forces
Find the competitive advantage of your business. Analyze your company's competitive environment and market position!
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Deal Closing Checklist
Successfully close deals!
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Lean Canvas Model
Focus on problems, solutions, key metrics, & competitive advantages.
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Iceberg Model Checklist
Uncover the root causes of events & problems.
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Second-Order Thinking
Make decisions with long-term consequences in mind.
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Speed vs. Quality Confidence Model
Determine the trade-off between speed & quality.
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Remote Personas Workshop
Identify 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 Mapping
Map out your critical path and map out your customers using this free, online template!
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Product Hypothesis Board
Create hypotheses about your product and work on creating new features with our free, online template!
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Side Project Marketing Tips
Follow these tips to strengthen your marketing campaign.
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Content Sponsorship Request
Master the art of content sponsorship requests. Find out how to execute a successful content sponsorship!
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FOMO Marketing Checklist
Boost your Sales with these Clever Marketing Tips!
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Simple Investor Update
Let 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 Evaluation
Evaluate 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 Checklist
Gather and confirm relevant information to ensure a smooth, informed process.
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Company/Business Goals Tracker
Monitor your business goals and initiatives.
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IT PMO Getting Started Checklist
Start an Information Technology Project Management Office!
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New Technology Evaluation Checklist
Determine whether your organization should adopt a new piece of technology.
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IPO Project Investment Banking Checklist
Prepare for your IPO!
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SaaS CTO Security Checklist
Use this checklist to make sure everything is tip-top with your SaaS CTO Security!
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Team KPI Tracker
By 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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