
🤔 AI Strategy Templates
Business strategy templates for client proposals, KPI trackers, project kickoffs, SWOT analysis, and more to keep your business on track towards your goals.
29 templates available • Page 2
New Technology Evaluation Checklist
Use this comprehensive checklist to evaluate new technology, helping you make informed decisions on implementation and purchases. Assess features, compatibility…
Mission-to-Metrics Framework
A holistic approach to understanding and evaluating your business goals, objectives and performance. Find out how leveraging data can help you better understand…
M&A Due Diligence Checklist
Get the most out of your merger & acquisition with this checklist. It contains crucial questions to help you make sure your M&A is successful.
Lean Canvas Model
The Lean Canvas Model is a simplified business plan designed to provide entrepreneurs with an effective tool to quickly organize and define key elements of thei…
IT PMO Getting Started Checklist
Get your IT PMO off the ground. This template includes key steps to setting up an IT PMO, from laying out a purpose to establishing key processes and resources.
IPO Project Investment Banking Checklist
A comprehensive investment banking checklist for IPO projects, outlining the key steps and important considerations for a successful Initial Public Offering.
Iceberg Model Checklist
This iceberg model checklist provides an overview of the key considerations for building and maintaining effective change models.
Grant Proposal Evaluation
Get the most out of your grant application process with this free template for evaluating grant proposals—compare different proposals side-by-side.
FOMO Marketing Checklist
Get your business ahead of the competition with this comprehensive FOMO marketing checklist. Learn how to take advantage of your customers' Fear of Missing Out …
Deal Closing Checklist
Get your deal closing checklist to ensure you have all the necessary documents, contacts and information to close your deal quickly and efficiently.
Corporate Strategy Plan
Get the guidance you need to create a corporate strategy plan that sets the direction for your company's success.
Content Sponsorship Request
A content sponsorship request template that helps you craft a professional, persuasive pitch to potential sponsors. Make your proposal stand out!
Business Goals Tracker
Streamline your goals and track progress in one centralized place. Easily customize this template to suit your individual business needs.
Client Proposal Checklist
An essential checklist for any business proposal. Get the best out of your client relationships by following this guide that covers everything from deadlines to…

