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Templates

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Templates
Create custom project
Each team should execute the system of alignment quarterly to make the best strategic decisions to achieve their vision.
1: Align on purpose, vision, values, and a key metric for your team, project, or role.
MISSION
ALIGN PURPOSE+VISION
1
+ Create Mission
Set annually, review quarterly
1: Align on purpose, vision, values, and a key metric for your team, project, or role.
SWOT
ALIGN THE STRATEGY
2
+ Create SWOT
Perform quarterly
2. Analyze your strengths, weaknesses, opportunities, and threats.
PLAN
ALIGN OKRS+METRICS
3
+ Create OKRs
Build quarterly
3. Use your SWOT conclusions to drive your strategic objectives OKR plan.
RETRO
ALIGN THE LEARNINGS
4
+ Create Retro
Complete quarterly
4. Review what went well, not so well, learnings, and action items.
TOP 6
ALIGN WEEKLY EXECUTION
+ Create Top 6
Execute weekly
3. Use your SWOT conclusions to drive your strategic objectives OKR plan.
KANBAN
ALIGN PROJECT TASKS
+ Create Kanban
4. Review what went well, not so well, learnings, and action items.
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Advertising and Marketing
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HR and Recruiting
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PR and Communications
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Product, Design, UX
Productivity
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DEFINE - Company, team, or project Mission & Vision

ANALYZE

DEFINE
MISSION

Create Mission
1: Align on purpose, vision, values, and a key metric for your team, project, or role.
Join SWOT Workshop
Group Planning: Aggregate the top 3 items of each section of each Team SWOT into an aggregate company SWOT. Then, use the stars and have each person vote on top 4 items per section, discuss. Break into groups to draft conclusions.

ANALYZE

SWOT
ANALYSIS

Create SWOT
2. Analyze your strengths, weaknesses, opportunities, and threats.
Join SWOT Workshop
Group Planning: Aggregate the top 3 items of each section of each Team SWOT into an aggregate company SWOT. Then, use the stars and have each person vote on top 4 items per section, discuss. Break into groups to draft conclusions.

PLAN

OKR
PLAN

Create Plan
3. Use your SWOT conclusions to drive your strategic objectives OKR plan.
Join OKR Workshop
Group Planning: Have each team member create a team plan once the high level objectives have been set. Team member's top objectives typically roll up into the high level plan as key results. Link the Sub-plans from the company plan.

SPRINT
RETRO

Create Retro
4. Review what went well, not so well, learnings, and action items.
Join RETRO Workshop
Group Planning: Aggregating Top 3 items of each section of each Team RETRO into aggregate company RETRO. Then, use the stars and have each person vote on top 4 items per section.

ALIGNMENT TEMPLATES

Mission Framework
Define your company, team, role, project mission vision statement
SWOT Analysis
Evaluate your internal strengths and weaknesses and external opportunities and threats against your objective

Light
Bright
White
Alignment Plan
Build a one page plan to define your objectives (OKRs), track your progress, and assign ownership
Exec - Examples
2017 Audi A3 SWOT
How does the 2017 Audi A3 compare to the competition.

Bitcoin as an Investment
The Bitcoin buzz has been massive. Here is one persons perspective on whether this would be a good investment for themselves.

Internet Impact on Democracy
To consider the internet's role in various domains of life

Middle Eastern Style Restaurant
An analysis looking at all sides of whether opening a new middle eastern style restaurant will be on a path for success.

Evaluating moving for your career
An analysis looking at whether moving to a new city is the right move for your career.

Build a Remarkable Product Team
To have a fully staffed product organization by end of year

Get Healthy Plan Example
My objective is to lose weight, get in shape, and feel great.

Health Plan
My plan for getting back into a healthy rhythm

Microsoft OKRs | 2022
Empower every person and every organization on the planet to achieve more

Apple PEST Analysis Example
PESTLE analysis is a framework used to analyze the external macro-environmental factors that affect a company. Here is a PESTLE analysis for Apple Inc. and a look at the political, economic, social, and technological factors that will impact Apple in the years ahead.

Sonos SWOT Analysis
This is an example SWOT Analysis for Sonos. Create your own.

Frameworks - Examples
Asana | Mission
To help humanity thrive by enabling the world’s teams to work together effortlessly.

BetaWorks Value Drivers Example
Our Mission is to Make it so that Everyone Can Contribute by Becoming the Most Popular BI Tool for Knowledge Workers in any Industry.

Coffee Co Plan | Q3 2022
To inspire and nurture the human spirit – one person, one cup and one neighborhood at a time.

Google | Mission
Organize The World's Information And Make It Universally Accessible And Useful

Linkedin | Mission
Connecting the world’s professionals to make them more productive and successful and create economic opportunity for every member of the global workforce

Meta | Mission
Give people the power to build community and bring the world closer together by bringing the metaverse to life

Microsoft | Mission
Empower Every Person and Every Organization on the Planet to Achieve More

Product Press Release Example
Featuring Proven Strategy Frameworks to Help Teams Make the Best Decisions and Achieve Ambitious Goals

Salesforce.com 1999 V2MOM
Rapidly create a world-class internet company/site for sales force automation

Starbucks Training Strategy
Enable our workforce to leverage automation across every role by 2022

YouTube Pitch Deck
This was youTube's original VC pitch deck. It's a terrific and simple format for laying out a business concept

MEDDIC Example
MEDDIC example selling SWOT to Shieldmedia. Objective to help ShieldMedia design and execute an aligned OKR strategy to grow their business 100% in 2020.

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