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
New Business Ideation: From Divergence to a Shortlist
For whoever runs the ideation session, opened on the morning of the workshop and used straight through until everyone leaves. The whiteboard lays out how the day runs, three angles for generating ideas plus what's off limits while diverging, a feasibility-and-impact quadrant, a sheet for working up the top three, and a takeaway frame to fill in before you close. The task board runs from the idea pool through shortlisting, framing, and customer interviews to a pending decision, starting with five parent tasks (prep, diverge, cluster, score, pick) and their subtasks.
Lean Canvas: Your Business Hypothesis on One Page
For founders and new-business leads, opened right after the idea shows up, to get the whole hypothesis out of your head and onto one page. The whiteboard holds the ground rules for filling it in, the nine-block lean canvas laid out three by three, a matrix for deciding which hypothesis to test first, three frames for customer quotes, existing alternatives and change history, plus a one-week testing cycle. The task board runs from draft hypothesis through testing to canvas updates in five columns, starting with five parent tasks - customer and problem, solution and value, channels and edge, the numbers, and testing - each with its own subtasks.
KPI Tree Board: From North Star to Daily Actions
For whoever owns the numbers on a product or business unit, opened at the start of a quarter or whenever the strategy gets revisited. The whiteboard holds the north star metric, a mindmap breaking it into KPIs and the actions behind them, a definition sheet for every metric, a quadrant for deciding what to tackle first, and frames for operating rules, common pitfalls, and weekly notes. The task board runs from candidate metrics through definition, instrumentation, and review to live, starting with four parent tasks (pick the north star, build the tree, write the specs, run the weekly loop) and their subtasks.
Decision Matrix: Compare Options with Weighted Scoring
For a team stuck comparing options, opened before the decision meeting and used until the call is made. The whiteboard holds a frame for the question and the scoring rules, a weighted matrix of options against criteria, a flow of the five steps that lead to the call, a quadrant for what to do when scores are close, and a frame for what to record afterward. The task board moves work from open questions through research and scoring into decided and handed off, and starts with four parent tasks - framing, setting criteria, scoring, and recording the call - each with its own subtasks. Use it when you've held meeting after meeting over the same three options with no decision, or when the loudest voice keeps winning. It's for anyone looking for how to build a decision matrix or run weighted scoring, and anyone who needs a documented case before final approval. It suits choices with roughly three options, like picking a tool, choosing in-house or outsourced, or ranking priorities. In What Are We Deciding, settle the question, scoring rules, and the cost of not deciding. In the Weighted Scoring Matrix, put options in rows and criteria in columns, and write each score with its reasoning. Work The Five Steps to a Decision in order; when scores end up close, use When the Scores Are Close to pick more research or a small trial. Once decided, record the decision, trigger, and any dissent in What to Record Once You've Decided. The board runs Open Questions, Gathering Info, Scoring, Decided, Handed Off. In week one, finish Pick four criteria and Split 10 weight pts, locking weights before anyone scores. Have each person score alone first, then discuss only where scores diverge most. A month later, revisit the date in Set a review trigger and reopen if that condition has been met.
Competitor Analysis Matrix (Comparison & Positioning)
Open this template with marketing and sales before you scope a new feature or refresh the sales deck. The whiteboard holds a frame for choosing rivals and criteria, a comparison table of you, Rival A and Rival B across price, features and customer base, a positioning map of price against feature breadth, a mind map of differentiation candidates, and a frame with the update rules. The task board carries four parent tasks with three children each: choose competitors, gather source data, fill the table, and decide how to win. Use it when everyone talks about competitors but nobody agrees on their pricing or features, and the comparison table never gets updated. It fits a planner searching for how to do a competitive analysis or a comparison table template, and a salesperson rebuilding a pitch deck. Even someone handed competitor research for the first time can see exactly what to look up. Start by writing your target rivals and criteria in Who we compare against and What we compare on, and skim Common mistakes before you research. Fill Comparison table (worked example) row by row, keeping price, features and customer base at the same detail level. Then place all three companies in Positioning (place all three players), and widen your angles in Map the differentiation candidates. Close by leaving the next review date and owner in What we decide next. The board runs To Do, Research, Analysis, and Shared, moving each finished item right. Aim to finish Gather source data in week one; it's realistic to fill most of the table from public information alone. Capping a task at a number, like Read 10 reviews, keeps research from dragging on. A month later, meet on the date set in Set a refresh date and check whether pricing or features have changed, so the table doesn't go stale.
Business Plan Roadmap: Three Years Broken into Quarters
For founders and business leads, opened at the start of a fiscal year or ahead of a funding round to turn a three-year picture into work that can start this quarter. The whiteboard holds the three-year goal and its assumptions, the steps for breaking years into quarters, a year-by-lane roadmap grid, a matrix for choosing what to do first, and the rules that keep the plan alive. The task board runs from ideas through this quarter's execution to review in five columns, starting with five parent tasks - the goal, today's numbers, yearly targets, this quarter, and the review rhythm - each with its own subtasks.
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.