Strategic Situation One-Pager
Distill any story’s situation, stakes, decision, and outcome onto a single page.
Second-Order Consequences Worksheet
Trace the ripple effects of a move two and three steps downstream.
Decision Journal & Log
Record a decision, its rationale, assumptions, and a review date to audit judgment later.
Thesis–Antithesis–Synthesis Worksheet
Force the strongest counter-argument to your strategy, then resolve it.
Stakeholder & Power Map
Map who holds power over a decision, what they want, and where they sit.
Strategic Assumptions Audit
Surface and rate the load-bearing assumptions; flag the fragile ones.
Strategy Narrative Builder
Turn an analysis into a board-ready narrative: situation → tension → choice → consequence.
Leading-Indicator Dashboard
Define the 5–7 metrics that signal early whether a strategy is working.
Opportunity-Cost Ledger
Make explicit what a choice forecloses — the cost of the road not taken.
Reversibility / One-Way-Door Assessment
Classify a decision as reversible or irreversible and right-size the rigor.
Evidence & Source Ledger
Track the proof points behind each claim — the ‘grounded in the record’ discipline.
Reversibility & Exit-Cost Assessment
Score how reversible a fork is and map the cost of backing out.
Bet-Sizing Worksheet
Size a strategic bet against bankroll, conviction, and downside survivability.
Bet-the-Company Risk Canvas
Lay out the existential bet: what’s wagered, time-to-payoff, funding bridge, kill criteria.
Conviction-vs-Evidence Grid
Plot belief against proof; locate where you’re betting ahead of the evidence.
Counterfactual Timeline Builder
Reconstruct the actual path vs the road not taken, fork by fork.
Identity Question Worksheet
Force the unresolved ‘what are we?’ question that silently drives decisions.
Decision Stakes Classifier
Triage a decision (irreversible/high-stakes vs not) and set the process to match.
Time-Horizon Tension Map
Map where short- and long-term incentives pull a decision in opposite directions.
Bet-vs-Gamble Distinguisher
Test whether you’re making a bet (capability you build) or a gamble (outcome you can’t influence).
Post-Decision Review Template
Audit a past fork against its original rationale and the actual outcome.
Unit Economics Canvas
Lay out per-unit revenue, cost, contribution, and where the real money is made.
Profit-Engine Map
Identify which part of the business generates the profit vs which is the hook.
Where-Do-We-Make-Money Diagnostic
Locate the true profit center — often not the obvious product.
Price-Architecture Canvas
Map the full price structure: tiers, anchors, psychological points, lock-ins.
Sticky-Price / Rigidity Analyzer
Diagnose what holds a price fixed — contracts, coinage, vending.
Attach-Rate & Lock-Defense Checklist
Verify the consumable lock holds — IP, compatibility, switching friction.
Cross-Subsidy Map
Trace which profitable business funds which unprofitable one, and the donor risk.
Cross-Subsidy Sustainability Assessment
Stress-test whether the donor business can keep carrying the subsidized one.
Revenue-Stream Portfolio Canvas
Map all revenue streams by margin, durability, and strategic role.
Monetization-Shift Planner
Plan a move from one monetization logic to another (e.g., product → membership).
Vertical-Integration Assessment
Score whether to integrate a step: control, scarcity, margin, risk.
Asset-Light vs Asset-Heavy Comparator
Compare owning vs orchestrating assets across scale, risk, margin, speed.
Distribution Channel Map
Map paths to the customer and where you control vs cede the relationship.
Go-Direct / Disintermediation Assessment
Score whether to bypass intermediaries and own the customer.
Own-the-Channel Business Case
Justify the cost of owning distribution vs the control and experience gained.
Dependency & Single-Point-of-Failure Audit
Find the suppliers and partners you can’t afford to lose.
Outsourcing Risk Checklist
Verify what you give up when you don’t own a step — knowledge, margin, control.
Moat Anatomy Canvas
Dissect an advantage into sources: scale, network, switching cost, IP, brand, supply.
Moat Erosion / Durability Assessment
Test how fast each moat source could erode and under what attack.
Flywheel Reinforcement Test
Verify each loop step truly makes the next easier — real flywheel vs funnel-in-a-circle.
Reverse-Flywheel / Doom-Loop Detector
Check whether your loop could spin backward, and how to brake it.
Switching-Cost Ledger
Inventory every switching cost a customer faces — network, workflow, retraining, data.
What-a-Challenger-Must-Replicate Worksheet
List everything a rival must rebuild to displace you.
Collective-Action / Defection Analysis
Assess whether customers can coordinate to leave — the network’s defense.
Standards-War Battle Map
Map a format war: complements, licensing, installed base, tipping dynamics.
Open-vs-Closed Strategy Assessment
Decide whether to license openly or stay proprietary in a standards fight.
Winning-Attribute Identifier
Find the attribute customers actually choose on — not the one you’re proudest of.
Tipping-Point Tracker
Monitor the leading signals that a market is about to tip to one standard.
Market-Entry Gambit Canvas
Plan an entry: demand creation, positioning, localization, defensibility.
Create-vs-Capture Demand Assessment
Determine if you’re creating demand or capturing it, and each path’s risk.
New-Market Readiness Checklist
Verify readiness: demand signal, localization, capital, defensibility.
Fast-Follower Exposure Worksheet
Find where your entry leaves a flank open to a cheaper local copy.
Adjacency / Synergy Map
Draw the arrows: which adjacent businesses feed and are fed by the core.
Adjacency vs Diversification Test
Test whether a new business reinforces the core or just adds unrelated risk.
Cannibalize-or-Be-Cannibalized Assessment
Determine if disruption is inevitable and whether you can be the disruptor.
Cannibalization Timing Worksheet
Find the right moment to cannibalize — not too early, not too late.
Growth-Vector Prioritization Grid
Rank growth options — penetrate, enter, adjacency, cannibalize — by payoff and risk.
Portfolio Allocation Canvas (2x2)
Plot the portfolio on a growth × share (or custom) 2x2 to allocate resources.
Culture Doctrine Canvas
Articulate a non-negotiable cultural principle and the behaviors it drives.
Costly-Signal Audit
Test whether your stated values cost you anything — credibility equals cost.
Values-to-Economics Worksheet
Trace how a cultural principle produces hard returns: recruiting, brand, scarcity.
Constraint-as-Strategy Analyzer
Examine how a self-imposed constraint becomes a competitive advantage.
Founder Doctrine Canvas
Capture the founder’s core values and how they’re encoded into the company.
Mission-Durability Assessment
Test whether the mission survives a change of ownership or leadership.
Control-vs-Cash-Flow Map
Separate who controls from who profits; find the levers that could corrupt the mission.
Key-Person Dependency Audit
Measure how much the company depends on one irreplaceable individual.
Decentralization Readiness Assessment
Test whether the org can run without the founder day to day.
Founder-to-System Transition Worksheet
Convert founder instincts into durable systems and process.
Tacit-Knowledge / Institutional-Memory Map
Capture the undocumented judgment that would leave with a departure.
Governance & Board Design Canvas
Design the governance that protects strategy and culture over time.
Innovator’s-Dilemma Diagnostic
Detect whether you’re protecting a cash cow against your own future.
Cash-Cow Trap Detector
Find where the locally-rational choice (defend the profit) is globally fatal.
Turnaround Diagnosis Worksheet
Determine whether the problem is strategy (focus) or execution (effort).
Subtraction-as-Strategy Planner
Plan what to cut — complexity, ventures — to refocus on the core.
Turnaround Roadmap & Sequencing
Sequence a turnaround: stabilize → refocus → rebuild → re-expand.
Trust-vs-Liability Decision Tree
Choose between protecting the balance sheet and protecting trust.
Over-Response / Recall Calculator
Weigh the cost of an over-response against the trust at stake.
Reinvention / Pivot Readiness Assessment
Test whether the company can become a different company.