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🤔 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…

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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…

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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.

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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…

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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.

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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.

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Iceberg Model Checklist

This iceberg model checklist provides an overview of the key considerations for building and maintaining effective change models.

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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.

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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 …

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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.

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Corporate Strategy Plan

Get the guidance you need to create a corporate strategy plan that sets the direction for your company's success.

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Content Sponsorship Request

A content sponsorship request template that helps you craft a professional, persuasive pitch to potential sponsors. Make your proposal stand out!

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Business Goals Tracker

Streamline your goals and track progress in one centralized place. Easily customize this template to suit your individual business needs.

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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…

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