Tools & Templates

This is where you will find strategy, communication, and meeting tools and templates to help you simplify your strategy and deliver results!

OGSM Templates

OGSM Template for PowerPoint

OGSM stands for Objectives, Goals, Strategies, Measures and is a one-page strategic business plan. Click Download to purchase a fully editable, pre-formatted version of the OGSM template for Microsoft PowerPoint. Or click here to download a free PDF version.

See this template applied in the Tony's Italian example or check out the B2B example in the Florian's Fastener Solutions case.

OGSM Template for Excel

OGSM stands for Objectives, Goals, Strategies, Measures and is a one-page strategic business plan. Click Download to purchase a fully editable, pre-formatted version of the OGSM template for Microsoft Excel. Or click here to download a free PDF version.

Click here to learn how to work with this template.

Strategy Process Tools

The Strategy Process

This is the 6-step strategy process we like to use to create a business strategy for a small business. Download the process chart with a click on the button. Learn more about the strategy process here.

SWOT Template

SWOT means Strengths, Weaknesses, Opportunities, Threats and is a useful analysis during the strategic planning process. Find a PDF version of the SWOT analysis template for PowerPoint slideshows here.

Market Analysis Template

A good grasp of market trends is critical to embed your business strategy in the realities of the market. Find a PDF version of the market trend analysis template for PowerPoint slideshows here.

PESTEL Analysis Template

An analysis of the external environment is not complete without a look at political, economic, socio-cultural, technological, environmental and legal/regulatory business drivers. Find a PDF version of the PESTEL analysis template for PowerPoint slideshows here.

Porter's Generic Strategies Template

Porter's Generic Strategy Matrix describes how a business aims to develop a competitive advantage. It's also a great way to map the competitor landscape. Find a PDF version of Porter's Generic Strategies template for PowerPoint slideshows here.

Directional Policy Matrix Template

Strategy is all about making choices: where to play and how to win. The directional policy matrix (DPM) is the best tool I know to make segment choices based on relative attractiveness and competitiveness. Find a PDF version of the DPM template for PowerPoint slideshows here.

Marketing Mix Template

The marketing mix describes the 5Ps of a marketing plan: product, price, place, promotion, people. Find a PDF version of the marketing mix template for PowerPoint slideshows here.

Strategy Communication Tools

The Communication Process

Our 8-step process to effective communication is a practical guide to help you create clarity and understanding about your strategy. Here's the kicker: it actually works for any communication. Download the guide here.

Communication Planning Template

Communication planning made easy! Accompanying the 8-step communication process, we have created this simple one-page planner. Click on the download button for the PDF document.

Communication Strategy Template

An effective communication strategy is all about your purpose, your audience, your messages, and your channels. This template helps you mastermind your communication strategy. Find a PDF version of the template for PowerPoint here.

Meeting Templates

Monthly OGSM Review Agenda

Sample agenda for a monthly OGSM review meeting. This agenda is for a 60-minute check-in meeting. Click on download for the PDF document.

Quarterly OGSM Review Agenda

Sample agenda for a quarterly OGSM review meeting. Duration about 3 hours. Click on the download button for the PDF document.

Project Status Report Template

This is a one-page project update report - the famous initiative one-pager. Find a PDF version of the template for PowerPoint slideshows here.

Meeting Minutes Template

Typing out meeting minutes made easy! With this template for Microsoft Word you're done in no time.