Every great journey starts with a first step.

Strategy

We all have good ideas, but a good strategy can turn your idea into a reality.

Everything can be accomplished with a plan. If you want help managing your scope, time and cost with a disciplined approach, try some of these free sample tools. If you have questions about building any kind of strategy - please contact me! Let’s build amazing.

The Next Step System™

A proven approach with a track record of success.

Plan for Impact

Understand the Culture. Align Priorities.

Business Plan Template

A very short, entry-level business plan template designed to help you think about your idea. If you are just starting out, use this, along with other tools to build out a business justification for your idea.

Business Plan Checklist

Use this checklist as a starting point to gather information as you start to develop your business plan structure.

Competitive Analysis

Build out a clear picture of who your business competition might be, and how best you can enter a market with a successful strategy to win.

Design for Success

Develop a Roadmap that Correlates with Business Challenges.

Marketing Research Plan

Develop a plan to understand the market, develop a business case and setup personas for your target customers.

Launch and Monitor

Agile and Collaborative Rollout and Delivery.

12 Month Cashflow Statement

Align your goals with the actual P&L so you can assess things like runway, burn-rate and opportunities for credit.

Breakeven Analysis

Evaluate your margins, cash position and have a clear picture of the growth opportunities for your product, service or general business plan.

Optimize

Assess the Impact, Fine Tune the Process.

Equity Analysis

Determine the value of project - and make decisions to align your resources in the most strategic way.

Leadership Lightning™ Assessment

A basic assessment that can be used to evaluate characteristics of various team members in an organization.

Competitive Analysis Spider

Use this sample chart to better understand the market competitors against one another, and build a strategy to incrementally win marketshare.