GALLERY
Business & Strategy Templates
The framework and the tasks for what to do next are built in from the start, so you can skip the blank-page stage.
You will find a canvas for laying out a whole business on one page, boards for writing internal proposals or loan documents, frameworks for closing out a meeting with a decision, and a step-by-step board for rolling out AI. Pick by what stage you are at and what you are stuck on.
30 items
Tutoring School New Course Planning for Beginners: From Student Needs to Opening
Owners of small tutoring schools, language schools, and hobby classes use this beginner new course planning template to set the session count and each session's aim from student struggles. Across four pages, you gather student struggles and classroom conditions, mind-map the course content and compare three drafts, sort the drafts into adopt, adjust and adopt, or hold while setting each session's aim, and write the trial-to-opening flow and preparations. The task board has three columns - preparing, recruiting, and open - with four parent tasks in page order and three subtasks each. Rewrite the example notes in your own words even with no course-building experience, aim for sessions one to five in the form "can do ~," and never promise higher grades or passing an exam.
OODA Loop for Beginners: Observe, Orient, Decide, and Act Fast in the Field
Store managers and event leads whose day rarely goes to plan use this beginner-friendly OODA Loop template to run Observe-Orient-Decide-Act in one short lap and act on it right away. The 4-page whiteboard opens with the method and your own field in 3 lines, gathers today's changes into an observation log sorted into facts, voices, and guesses, weighs what they mean on a 4-quadrant grid to pick one next move, and turns that move into 4 action steps that feed results into observation again. The task board has 4 columns - observing, deciding, acting, and checking results - with 4 parent tasks matching the 4 pages and 3 subtasks each. OODA means watching, judging, picking one thing, and acting small without a perfect plan, then feeding results back in - a lap takes minutes to a day, so you act the same day instead of waiting for PDCA's slow fix. Teammates write into the same limited-visibility board, so your weekly log is ready to share with your manager.
Impact Mapping for Beginners: Link Goal, Actors, Impacts, and Deliverables
Planners and shop owners who can't explain why an idea is on the list use this beginner impact mapping template to link goal, actors, impact, and deliverables so only effective actions become tasks. The whiteboard has four pages - page 1 locks in one goal, page 2 maps actors and their impacts, page 3 narrows deliverables by impact and effort, and page 4 turns the kept ones into done conditions and a review date. The task board has four columns, not started, in progress, checking results, and done, with four parent tasks matching the four pages and three subtasks each, all starting in not started. Add your own deadlines. Impact mapping works by drawing one line from goal to actor to impact to deliverable and skipping any idea whose line doesn't connect, and sharing the board via a public link lets you explain your choices in one view or embed it on an internal page.
Five Forces Analysis for Beginners: Find Your Weak Spot and Make Your First Move
This beginner five forces analysis template helps people starting a small business, or heirs taking one over, find their industry's weak spot and turn it into a first move. Across four whiteboard pages, page 1 sets what, who, and where you sell, listing players for all five forces; page 2 rates each force's strength and sorts weak spots, strengths, and unknowns; page 3 compares moves against the strong forces and narrows them down; page 4 builds an action plan with a first step and check-in date, then runs it. The task board has four columns - Preparing, In Progress, Awaiting Review, Done - with four parent tasks matching the pages, three subtasks each, all in Preparing. Five forces analysis looks at how easy an industry is to profit in. If stuck, start by rewriting the bakery example into your own words. Share the board's public URL for feedback and embed it in your business-plan page. It skips investment and funding, keeping to moves you can start alone.
Customer Success Onboarding for Beginners: Align Goals, Milestones, and Owners for One Client
First-time customer success managers at SaaS companies use this beginner template to align goals, milestones, and owners with one client, from first win to lasting adoption. Across four pages, page 1 aligns current and target state via gap analysis and lists stakeholders by role, page 2 maps five onboarding milestones and owners, page 3 picks one first win from candidate outcomes, and page 4 sets column rules and the next move from an adoption check. The task board has four columns - preparing, waiting on customer, in progress, and adoption confirmed - with four parent tasks matching the four pages, three subtasks each. Even first-timers can build a client-ready plan by filling in the sample text in order. Copy the client-facing plan to a separate board to share, and keep department assessments and other clients' details on an internal, private board. This board does not auto-track usage or send alerts, so it does not replace a dedicated CS tool.
Six Thinking Hats for Beginners: Take Turns by Hat to Decide Adopt, Hold, or Drop
A Six Thinking Hats for Beginners template to help a team review one idea in a meeting without a for-or-against fight, taking turns by hat until deciding to adopt, hold, or drop it. The whiteboard has four pages - set the idea and hat order (page 1), write opinions by hat (page 2), sort adopt, hold, or drop by benefit and risk (page 3), and set owners and the plan until next time (page 4). The task board has five columns - preparing, sharing opinions, judging, acting, and done - with four parent tasks and three subtasks each. Six Thinking Hats has everyone wear the same one of six hats at once - white (facts), red (feelings), black (risk), yellow (benefit), green (ideas), blue (process) - sharing only opinions that fit it, so objections surface in black and support in yellow, and one idea gets checked from every angle in 25 minutes.
Shop Opening Schedule for Beginners: Backward-Plan Venue, Permits, Fit-Out, Stock & Promo by Month
This beginner template helps first-time cafe or shop owners work backward from opening day to schedule venue, permits, fit-out, stock, hiring, and promotion by month. The whiteboard has four pages - page 1 sets the date and goal with 5W1H, page 2 maps the path and prep by area, page 3 sorts tasks by urgency and schedules deadlines, and page 4 tracks weekly progress to the day-before check. The task board has four columns - Not Started, In Progress, Checking/Consulting, and Done - with one parent task per page and three subtasks each. The hardest part is knowing where to start. This board fixes the opening date first, then schedules whatever would delay it - like finding a space or a health check - ahead of everything else. It covers the sequence of steps, not paperwork - permit rules vary by region and business, so confirm with the contacts noted on the board. Every note and cell already has an e.g. example, so you just swap in your shop's details to get started.
Service Blueprint for Beginners: 4 Layers to Find Where the Experience Breaks Down
A beginner template for a first service blueprint, lining up customer actions, frontstage, backstage, and support in four layers to find where the experience breaks down. The whiteboard has four pages - page 1 sets the scene and lists customer actions in five steps, page 2 fills the four layers and notes waits, confusion, and gaps, page 3 picks the breakdown by impact/frequency and writes the As-Is/To-Be gap, and page 4 assigns an owner and deadline, tests the fix, and sets the next redraw date. The task board has five columns from 'Get ready to draw' to 'Done', with four parent tasks and three subtasks each. Swap the salon example for your own service and fill it in top to bottom, one page at a time. Frontstage is what the customer sees, backstage is unseen staff work, and support is the tools, systems, and rules behind it. It suits teams improving a store, counter, or online service, or mapping the internal side after a journey map.
MECE & Logic Tree Board for Beginners: Pick a Clean Angle, Split Problems into 3 Levels
This MECE and logic tree starter template for beginners helps anyone who freezes before a big problem like “sales dropped” find where to start. Page 1 sets the problem and goal and practices spotting gaps and overlaps with three sample angles, page 2 draws a logic tree and splits the problem into 3 levels, page 3 lists actions from the branch tips and narrows them on an impact x effort matrix, and page 4 plans the first week with owners and deadlines and reviews the results a week later. The task board has 5 columns from picking an angle to done, with 4 parent tasks that match the 4 pages, each holding 3 subtasks. You don't have to pick the right angle from the start - choose a sample, try splitting the problem, and redraw the branch if the checklist finds a gap or overlap, so even a first-timer can reach the final actions and owner assignments without getting lost.
Startup Business Plan Board for Beginners: Fill In All 8 Sections in Order, with Examples
First-time founders applying for a startup loan use this beginner-friendly template to fill in all 8 sections of the business plan form step by step, with examples for each. The whiteboard holds a mind map of the 8 sections, 3 frames on what reviewers check, a table stacking equipment and working capital funding, 4 revenue-and-profit frames, and a 5-step writing order. The task board has 5 columns from gathering materials to filled in, starting with 4 parent tasks - gather materials, write motive and background, set offer and partners, and finalize the numbers - each with 3 subtasks in the first column. Follow the board's order - motive, then experience, then the numbers behind them - and you end up with one plan where everything lines up. Every amount comes pre-filled with a dollar example, so you just swap in your own numbers for a working draft. Built for first-time founders and anyone reviewing their plan before a loan interview.
PPM Analysis for Beginners: Stars, Cash Cows, Question Marks, Dogs
Anyone deciding which of several products or services to focus on opens this beginner template the first time they try PPM analysis (the BCG matrix). The whiteboard holds a four-quadrant matrix (market growth rate x relative share) for stars, cash cows, question marks, and dogs, two frames on the high/low lines, a 5x3 grid for each product's numbers, five allocation steps, and a frame for what to grow and cut. The task board has five columns from listing products to review, with four parent tasks, each split into three not-started subtasks. Even if you don't know PPM analysis, just list products, enter the numbers, place them in the quadrants, then follow each quadrant's playbook to land on an allocation. It suits individuals or small teams with several offerings, like a restaurant menu, courses, or side-income sources. Enter amounts in dollars and compare annual revenue and profit over the same period.
One-Page Proposal for Beginners: Lead With the Conclusion So Your Boss Decides in 3 Minutes
Beginners who freeze when told to fit it on one page use this beginner template to learn the one-page proposal. A single A4 page covers four parts - conclusion, background and problem, proposal, and impact, cost, and schedule - so your boss can read it and decide in three minutes. The whiteboard holds the four-part skeleton, three ways to phrase your conclusion, a guide to how much fits on the page, the three questions you'll be asked (why now, how much, who) with room to answer, five steps for the writing order, and a pre-send check. The task board runs five columns from gathering material to submitted, opening with four parent tasks - gather material, write it on one page, prepare for questions, and submit for a decision - each split into three subtasks, 16 in all, none started. State the conclusion first, then back it with background, proposal, cost, and schedule, and it stays short. Good for a first internal proposal or shrinking a long document to one page.
How to Choose a Strategy Template
There are many strategy frameworks, and choosing by name alone often means filling in a grid that doesn't fit your actual problem. Decide what you need to decide before you pick a method. Start with whichever of the four purposes below is closest to yours.
Mapping Your Business and Market
To turn your strengths and weaknesses into concrete moves, use "SWOT Analysis & Cross Strategy Template". After filling the four quadrants, combine them in an SO/ST/WO/WT cross-strategy grid. To line yourself up against competitors on price, features, and customer segment, "Competitor Analysis Matrix (Comparison & Positioning)" builds a comparison table and a positioning map. To get a new business hypothesis onto a single page, "Lean Canvas" fits the bill.
Writing a Proposal or Business Plan
Pitching an idea internally for the first time? "Business Proposal Board for Beginners" has you answer six 5W1H questions to lock the outline, then move it into a six-element table. Writing a business plan for a bank for the first time? "Business Plan Board for Beginners" lets you fill in eight chapters by following worked examples. If you plan to apply for a startup loan, "Startup Business Plan Board for Beginners" lets you draft all eight sections in the order you write them, with examples for each.
Reaching a Decision in a Meeting
Stuck choosing between three or so options? "Decision Matrix" scores each option against weighted criteria, so you can note the reasoning and revisit it later. If meetings keep ending without anyone sure what was decided, "Strategy Meeting Agenda" has you write the question to answer and who makes the final call before the meeting starts, then keeps decisions, open items, and follow-ups separate, plus what to do in the 24 hours after.
Rolling Out AI Step by Step
For teams starting to use AI at work, there is a board for every stage. Once a single meeting settles the goal and any concerns, "AI Pilot Plan Board for Beginners" tries it on one task with one team for four weeks. From there you can move to a board that compares before-and-after results, then a KPT board for a three-month review. A separate board covers deciding how to handle information leaks and inaccurate output up front.
Frequently Asked Questions
Can I view the SWOT analysis template without signing up?
Yes, the contents are viewable without an account. You can check the field names and task structure on the public page to see whether it fits your meeting. Copying it to fill in as your own project requires free registration.
How should I build a competitor comparison table?
Start by deciding who you're comparing against and on which criteria before you research. "Competitor Analysis Matrix (Comparison & Positioning)" lists parent tasks in order: pick competitors, gather primary information, fill the comparison table, then decide your differentiation. Filling it first with public information and setting a limit on how much you read keeps the research from dragging on.
Should I use a Lean Canvas or a Business Model Canvas?
A Lean Canvas suits a hypothesis you still need to test; a Business Model Canvas suits explaining a business that is already running. Both use nine blocks, but the Lean Canvas adds a one-week validation-cycle frame, while the Business Model Canvas comes with a suggested fill-in order and a small-cafe worked example.
What if I can't pin down the numbers for a business plan?
There is a template focused only on building the numbers. "Business Plan Numbers for Beginners" fills in monthly sales as customers times price times business days, splits costs into fixed and variable, and works through startup funds and how to raise them, all as tables to complete.