Resources
Every template, process chart and meeting agenda we use, free to download as PDF. The OGSM templates are also available as fully editable PowerPoint and Excel files in the shop.
Build it with Claude
A Claude Skill
Not a template — the process.
Everything below is a blank form you fill in. The OGSM Strategy Builder is the opposite: Claude facilitates all eight phases with you, asks the questions a good facilitator asks, and makes you choose. It hands you the finished one-pager in HTML, Excel, PowerPoint and PDF.
0 Diagnose · 1 Reality · 2 Objective · 3 Goals · 4 Strategies · 5 Measures · 6 Stress test · 7 Deliver · 8 Review
Two to four hours of real work. Your finished one-pager as HTML, Excel, PowerPoint and PDF. $49 until 31 October 2026, then $99.
OGSM templates
OGSM Template for PowerPoint
OGSM stands for Objectives, Goals, Strategies, Measures and is a one-page strategic business plan. A fully editable, pre-formatted version for Microsoft PowerPoint — or download the free PDF version. See it applied in the Tony’s Italian example or the Florian’s Fastener Solutions B2B case.
OGSM Template for Excel
The same one-page plan as a fully editable, pre-formatted Excel workbook — the better choice if you want to track status month to month. Or download the free PDF version. How to work with this template.
Strategy process tools
The Strategy Process
The 6-step strategy process we use to build a strategy for a small business. Learn more about the strategy process.
SWOT Template
Strengths, Weaknesses, Opportunities, Threats — the analysis that anchors the strategic planning process in what is actually true today.
Market Trends Analysis Template
A good grasp of market trends is critical to embed your strategy in the realities of the market rather than the realities of last year.
PESTEL Analysis Template
An analysis of the external environment is not complete without a look at political, economic, socio-cultural, technological, environmental and legal drivers.
Porter’s Generic Strategies Template
Porter’s matrix describes how a business develops competitive advantage — and it is a sharp way to map the competitor landscape.
Directional Policy Matrix Template
Strategy is about making choices: where to play and how to win. The DPM is the best tool I know for making segment choices on relative attractiveness and competitiveness.
Marketing Mix Template
The 5Ps of a marketing plan: product, price, place, promotion, people.
Strategy communication tools
The Communication Process
Our 8-step process for creating clarity about your strategy. The kicker: it works for any communication, not just this one.
8-Step Communication Planner
Communication planning made easy — the one-page planner that accompanies the 8-step process.
Communication Strategy Template
An effective communication strategy comes down to your purpose, your audience, your messages and your channels. This template holds all four on one page.
Meeting templates
Monthly OGSM Review Agenda
Sample agenda for a monthly OGSM review — a 60-minute check-in that catches drift while there is still time to act on it.
Quarterly OGSM Review Agenda
Sample agenda for a quarterly OGSM review. About three hours, and the one meeting that decides whether the plan survives the year.
Project Status Report Template
A one-page project update — the famous initiative one-pager.
Meeting Minutes Template
Typing out meeting minutes made easy, as a Microsoft Word template.