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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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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
Frameworks - Advertising and Marketing
Messaging Framework
What is Value Positioning? These are the things that the prospect is likely proactively looking for or needing. These are generally revenue, cost, or risk related. These are top-of-mind customer topics that exist even if Your Company doesn’t. They could cause a buyer to re-allocate discretionary funds. They support a value-based conversation (mutually exclusive, collectively exhaustive). Value positioning structure: - The Before Scenario, and the Negative Consequences of it. - The After Scenario, and the Positive Business Outcomes from it. - The Required Capabilities, and the Metrics to prove success. - How Your Company Does It, and how we do it Better. - Proof Points, such as customer references and case studies - Discovery Questions, in order to determine what is driving the customer’s decision-making.

AIDA Framework
The AIDA marketing framework stands for Attention, Interest, Desire, and Action. It is a model used to guide the creation of marketing and advertising campaigns. The goal of the AIDA model is to lead a potential customer through a process of increasing interest and desire for a product or service, ultimately resulting in the customer taking action and making a purchase.

Company Positioning Design
Positioning can make or create a company. Develop a brilliant position strategy based off Henry Hwong's Positioning to Win presentation to Startup Wise Guys and ROCKIT Vilnius. Watch the video for instruction.

Control of the Message
Taking control of your message is critical to driving a high value enterprise sales process.

Develop an Idea
"Made to Stick" is a book written by Chip Heath and Dan Heath, published in 2007. The book is focused on the idea of creating ideas that are memorable, relatable and easy to understand and act upon. The authors propose that for an idea to stick, it must be simple, unexpected, concrete, credible, emotional, storytelling, repetitive and actionable. These elements are the framework to develop an idea that can be remembered and acted upon.

Ideal Customer Profile Survey
When creating your ideal customer profile, start with by interviewing your team on the last 25 deals they closed. This ICP template leverages the MEDPIC sales qualification approach. We recommend using one master template for multiple interviews.

Individual Value Driver Messaging
Winning in enterprise sales requires sales team to be methodical about messaging their value at the persona level with a specific message. Follow this framework to build out your core value drivers and the impact they will have.

Presentation Framework
A presentation framework is a structured approach for organizing and delivering a presentation. It provides a clear and consistent format for presenting information, making it easier for the audience to follow and understand the message. A presentation framework typically includes the following elements:

Product-Market-Model-Channel Fit
Product-market-model-channel fit refers to the alignment of a company's product or service offering, target market, business model, and distribution channels. This alignment ensures that the company's offering is well-suited to its target market and can be effectively delivered through the chosen distribution channels.

The 4Ps of Marketing
The 4Ps of marketing refer to the four elements that are involved in creating a successful marketing strategy: product, price, promotion, and place. These elements are used to define a target market and develop a marketing mix that will appeal to that market. The 4Ps provides a structured approach for businesses to develop their marketing strategy. By considering each of the 4Ps, businesses can ensure that they have a well-rounded marketing plan that addresses all key aspects of their marketing efforts.

WOW Deck
Framework for creating a WOW deck

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