All templates
Each page shows the promise, the idea, the first step and an example. The full templates are in the MGMT AC app for iPhone, which opens soon.
Module 1: Skills & Professional Development
- 1.1 Values & Motivators WorksheetFind the three values that actually drive your choices and turn them into lines you will hold under pressure.
- 1.2 Strengths & Weaknesses GridRate eight dimensions on evidence, sort true strengths from draining skills, and pick three gaps your next role needs.
- 1.3 Feedback & Psychometric SummaryCombine test results and feedback from others, find where your self-view is off, and act on one gap.
- 1.5 Skill Gap Map & Priority ListPick the few skill gaps that matter most and turn each into a plan you practice at work.
- 1.6 Career Hypotheses CanvasTurn a vague wish for a new career into testable paths, a dated experiment plan and a decision date.
- 1.8 Workview & LifeviewWrite down what work and life are for, find where they clash, and pick one shift to test.
- 1.9 Personal Vision & Strategy CanvasTurn a ten-year picture into a few goals, clear yes and no choices, and three small experiments.
- 1.10 1-Year Personal OKRsSet three personal objectives for the year with measurable key results, and a check-in that keeps them alive.
- 1.11 Reflection Cycle TemplateTurn a finished project or month into one concrete change you will test in the next one.
- 1.12 Kolb Cycle Learning SheetTurn one experience into a principle you can carry, and a dated experiment that tests it.
- 1.13 Gibbs Deep Reflection TemplateWork through one hard encounter, feelings included, and leave with a repair step and one dated action.
- 1.14 CPD Goal & Evidence LogTurn a year of learning into goals, applied lessons and evidence that a reviewer, panel or professional body accepts.
- 1.15 Professionalism Rubric (Live Encounters)Rate how you came across in one presentation or meeting and leave with one fix to rehearse.
- 1.16 Leadership Development PlanTurn your next step as a leader into three stretch experiences, the right helpers and a debrief habit.
- 1.17 Journal (Monthly Reflections)Review your month against your goals in half an hour and leave with next month's focus set.
- 1.18 Self-Leadership ProfileTurn what you know about your personality and values into three self-leadership strategies you use this month.
- 1.19 Work-Love-Play-Health DashboardSee where your time and energy go across work, love, play and health, and set one boundary that changes it.
- 1.21 Peer Development Group GuideSet up a small, confidential peer group that helps each member think through real work questions, meeting after meeting.
Module 2: Research, Evidence & Methods
- 2.1 Problem & Question FramingTurn a vague business worry into one sharp question tied to a decision, before anyone collects data.
- 2.2 Scope & Constraints SnapshotAgree in writing what the work covers, what it leaves out and what gives way when time runs short.
- 2.3 Assumptions & HypothesesTurn what your team believes into hypotheses that can fail, with rivals and a bias check, before collecting data.
- 2.4 Methods MenuMatch each question to the method that can actually answer it, and write down why before you start.
- 2.5 Simple Study Design SheetPlan who you will study, how and when, so the results can carry the claim you need them to.
- 2.6 Ethics & Bias ChecklistCheck that the people you study are protected and that your design guards against the biases that distort answers.
- 2.7 Data Capture TemplatesCapture interviews and observations so the raw record survives, with consent built in and every session logged.
- 2.8 First-Pass AnalysisTurn a pile of interview notes and numbers into a few tested themes, with the exceptions written down.
- 2.9 Evidence Quality JudgmentGrade each finding honestly, so your report claims exactly as much as the evidence allows.
- 2.10 Insight & Implications SheetTurn graded findings into insights that name a cause or a choice, and into implications someone owns.
- 2.11 Options & RecommendationsCompare real options fairly, including doing nothing, and land one recommendation with a measurable test of success.
- 2.12 3-Step Analysis TemplateAnalyze any company, team or situation by keeping facts, judgments and recommendations apart, so readers can check each.
- 2.13 Comparison GridCompare companies, suppliers or approaches on criteria set in advance, and state honestly what the comparison can claim.
- 2.14 Framework Application ChecklistCheck that every framework in your analysis does real work, and cut the ones that are only decoration.
- 2.15 Source Quality LadderCheck, rank and log the sources behind your key claims so each one can be traced and cited.
- 2.17 Critical Thinking Prompt SheetStress-test a draft against the questions a tough reader will ask, and fix the weak spots before you send it.
- 2.19 AI-Assisted Analysis CheckReview an AI-generated analysis as evidence, claim by claim, before it shapes a real decision.
- 2.20 Executive BriefTurn an analysis or a request into one page a senior reader can act on in two minutes.
- 2.21 Issue Tree and MECE CheckBreak one big question into parts you can answer, check for gaps and overlaps, and pick what to test first.
Module 3: Leadership, Power & Change
- 3.1 Stakeholder MapSee who can make or break your initiative, and plan who to talk to first and what to say.
- 3.2 Power & Influence GridWin support from people you do not manage by offering what they value before you ask.
- 3.3 Political Landscape NotesLearn how decisions really get made where you work, and where your next relationships should go.
- 3.4 Leadership Style SnapshotSee which leadership behaviors you use, where they fit, and plan the ones to model, with an optional change plan.
- 3.5 Values & Non-NegotiablesTurn the values you hold into behaviors, a ranking and red lines you can act on under pressure.
- 3.6 Decision-Making ChecklistMake an important decision with real alternatives, a bias check and a pre-mortem, then commit and review it.
- 3.7 Change Context ScanCheck whether the ground is ready before you launch a change, and decide go, adjust or wait.
- 3.8 Resistance & Support MapFind out why people resist a change, answer each reason with the right response, and plan the behavior shift.
- 3.9 Change Narrative One-PagerTell your change as an honest story people can retell, tuned to each audience and planned as a campaign.
- 3.10 Case for Change PageBuild a case for change that pairs evidence for why now with a concrete destination each group can see.
- 3.11 Change RoadmapTurn a decided change into phases gated by evidence, with clear owners and support until the new way sticks.
- 3.13 Change Leadership RetrospectiveLearn honestly from a change you led, judge it by adoption, not launch, and fix what the next change uses.
- 3.14 Trait vs Behavior AuditSeparate what your personality pulls you toward from what you actually do, and choose one behavior to adjust.
- 3.15 Situational Leadership PlannerDecide how much direction and support one person needs on one task, then test your read with them.
- 3.16 Decision Style MatrixChoose how much to involve others in one decision, on purpose, and tell them before you start.
- 3.17 Head & Heart CheckLook back at one hard leadership moment and see where analysis or feeling took over, and what to change.
- 3.18 Ethical Maturity LadderExamine the reasoning behind one gray-zone decision and decide the line you will hold next time.
- 3.19 Board Power MapMap who really sways a board on your issue, and plan whom to brief, in what order, before it decides.
- 3.20 Section 172 Change LensTest a major change against the six stakeholder factors in UK company law and write down the reasoned balance.
- 3.21 Leader Network MapMap the network you actually have, find the groups you cannot reach, and plan two bridges with integrity.
- 3.22 Change Load & Fatigue CheckSee every change landing on your people at once, decide what to protect, pause or stop, and match each approach.
Module 4: People, Teams & Culture
- 4.1 Team Purpose & OutcomesAgree with your team why it exists, what it owes this year, and what it will not do.
- 4.2 Roles & Responsibilities MapSettle who owns, decides and is told about the team's recurring work, before the next dispute does it for you.
- 4.3 Skills & Diversity SnapshotMatch the skills and perspectives your work needs against the team you have, and close the riskiest gaps first.
- 4.4 Ways-of-Working AgreementWrite down how your team decides, communicates and disagrees, and add rituals, so habits nobody chose stop running it.
- 4.5 Communication & Meeting RhythmCount your team's meetings, retire the weak ones, and design a rhythm that keeps people aligned and protects focus time.
- 4.6 Conflict & Feedback GuidePrepare a hard feedback or conflict conversation in twenty minutes, hold it calmly, and leave with an agreed next step.
- 4.7 Hiring & Onboarding ChecklistHire on comparable evidence instead of gut feel, then bring the new person to real contribution within ninety days.
- 4.8 Expectations & Performance CanvasAgree what good looks like, rate it on evidence, and leave the review with goals you both shaped.
- 4.9 Development & Coaching NotesTurn a report's next step into development goals, a debriefed stretch assignment, coaching and an optional individual-at-work view.
- 4.10 Culture SnapshotRead your team's culture from a short survey, observed behavior and early signals, then act on one gap.
- 4.12 Wellbeing & Ethics ChecklistCheck your team's working conditions for burnout risk, fix the biggest one at its source, and keep reporting channels safe.
- 4.13 Team Health ScanRate your team's conditions and climate on evidence, find the one factor that matters most, and act on it.
- 4.15 Recruitment Funnel MapCount every stage of your hiring funnel, find where good candidates drop out, and fix that stage first.
- 4.16 Selection Quality ScorecardCheck your hiring methods against the validity evidence, score how structured your interviews are, and fix the weakest link.
- 4.17 EDI Reality CheckCheck your legal floor, real outcomes and inclusion climate, and find where you are fooling yourself on equality.
- 4.18 Inclusive Workplace ChecklistScore eight areas of inclusion on what people actually use, find the weakest, and commit to three owned actions.
- 4.19 Reward System X-RaySee what your rewards actually pay for, trace the side effects to their source, and pick one change.
- 4.20 Engagement Driver MapTrace the engagement problems you can see back to a practice you can change, and act on one.
- 4.21 People Strategy on a PageTurn each business priority into the capabilities, behaviors and people actions it needs, on one page.
- 4.22 Org Structure SnapshotJudge whether your structure helps or blocks the strategy, and choose between delegating, a targeted fix or a redesign.
- 4.23 People Analytics StarterTest one people decision with a few honest measures and a small trial, inside clear ethical lines.
Module 5: Money & Deals
- 5.1 Value Flow MapSee who takes a cut of every sale, where value leaks, and which one move would let you keep more.
- 5.2 Stakeholders & IncentivesExplain how the people around your business behave from how they are paid, and fix the misalignment that costs most.
- 5.3 Unit Economics SheetFind out whether one more customer, order or project makes or loses money, and which lever fixes it.
- 5.4 3-Statement SnapshotPut profit, cash and balance sheet on one page and see whether the business turns profit into cash.
- 5.5 Deal Structure SketchSketch a partner, client or revenue-share deal on one page and see who carries the risk before lawyers draft anything.
- 5.6 Risk & Leverage ChecklistFind the concentrations, fixed costs and debt that could turn one bad quarter into a crisis, and set limits now.
- 5.7 How Money Works HereExplain how your business makes, keeps and loses money in a story anyone on the team can retell.
- 5.9 Valuation BasicsRead any valuation or business case critically and find the one assumption that carries it.
- 5.10 Budget, Forecast and VarianceBuild a one-page budget, keep an honest forecast beside it, and explain any gap in three lines.
- 5.11 Negotiation Prep SheetWalk into a customer, supplier or pay negotiation knowing your alternative, your lines, your first offer and your trades.
Module 6: Marketing, Customers & Value
- 6.1 Who Are Our CustomersDescribe the customers who actually pay you, from evidence, and decide who you will and will not serve.
- 6.2 Segmentation SnapshotSplit your market into groups that need different things, rank them, and make budget follow the ranking.
- 6.3 Customer Journeys MapSee your offer from the customer's side, stage by stage, and find the one leak worth fixing first.
- 6.4 Jobs-to-Be-Done CanvasDescribe the progress your customer is trying to make, step by step, and find the outcomes nobody serves well.
- 6.5 Pains & Gains ListList what blocks and what rewards your customer, rank both, and find the pains your offer does not yet answer.
- 6.7 Value Proposition CanvasGo from one customer's ranked pains and gains to a scored fit, a proven one-sentence proposition and a message test.
- 6.8 Positioning MapChoose the one place you want to own in customers' minds, test it against real alternatives, and state it.
- 6.9 Offer & Experience SummaryDescribe what you offer and what customers actually experience, and find the weakest touchpoint to fix first.
- 6.10 Campaign CanvasPlan one campaign with one goal, one audience and decision rules written before launch, so you learn from it.
- 6.11 Feedback & Metrics DashboardBuild a short customer dashboard that leads with what customers do and ends in actions someone owns.
- 6.12 Voice-of-Customer NotesCapture what customers say in their own words, find the themes across sources, and turn them into dated actions.
- 6.13 Stakeholder Journey MapSee your organization through one stakeholder group's eyes, find the stage that does most damage, and test one fix.
- 6.14 Service Blueprint LiteTrace what a customer or stakeholder sees back to the hidden work that causes it, and fix the cause.
- 6.15 PESTLE-to-Value CanvasScan six outside factors, go deep on the two that shift what customers value, and commit to a dated test.
- 6.17 Non-Market Value MapMap the regulators, communities and other groups who can block you, and act where power meets unmet expectations.
- 6.18 Reputation Risk vs Value GridSort your options by value and reputation risk, and decide which bets to take, redesign or drop.
- 6.20 Brand Building BasicsFind out which brand assets people really recognize, where you are missing from buying moments, and where your promise breaks.
- 6.21 AI Visibility & Journey CheckFind out what AI assistants say about you, which sources feed them, and the first fixes worth making.
- 6.22 Pricing Your OfferSet a price you can defend: know your floor, the customer's alternatives and what to say when they push back.
- 6.23 Sales Pipeline TrackerTurn scattered leads into one pipeline with clear stages, a next step for every deal and a weekly habit.
- 6.24 Quote for One EngagementWrite a clear quote for one engagement: scope, price, options, what you need from the customer and the next step.
Module 7: International Business & Strategy
- 7.1 PESTLE SnapshotScan the outside forces that could change your business and cut them to the few you will act on.
- 7.2 Industry Structure PageJudge where an industry squeezes profit and which pressure you can weaken, using evidence for each of the five forces.
- 7.3 Strategic Group MapMap rivals by their strategic choices to find crowded positions, real gaps and a position you can defend.
- 7.4 Business Model & Value ChainSee how your business creates and captures value, and which activities drive cost, difference or leakage.
- 7.5 Resources & CapabilitiesFind which of your resources and capabilities create lasting advantage, and which only keep you in the game.
- 7.6 SWOT & Strategic IssuesTurn scattered analysis into an evidence-backed SWOT and up to three ranked strategic issues with owners.
- 7.7 Strategic Option CardsTurn your top strategic issue into four to six genuinely different options, compare them fairly and shortlist what to test.
- 7.8 Preferred Strategy SheetWrite your chosen strategy on one page that others can repeat, fund, measure and challenge.
- 7.9 Assumptions & Risk MapFind the beliefs your strategy stands on, rank the riskiest, and design dated tests that can fail.
- 7.10 Internationalisation CheckJudge honestly whether you are ready to enter a new country, and decide what to fix first.
- 7.11 Market Screening TableCompare three to eight candidate countries on fixed criteria and pick a first-entry market you can defend.
- 7.12 Entry Mode & Local vs GlobalDecide what to standardize or localize, then score entry modes against weighted priorities and commit to one with trade-offs named.
- 7.13 Strategy Roadmap (12-24 months)Turn a chosen strategy into a sequenced 12 to 24 month plan with owners, dependencies and metrics.
- 7.15 VRIO FSA FinderFind out which of your strengths are truly defensible advantages and which are only parity or home-market habit.
- 7.16 FSA Exportability CheckTest whether your strengths work in a target country and decide which to lead with, adapt or drop.
- 7.17 AAA Strategy MapMap your operation across adaptation, aggregation and arbitrage, choose one shift, and optionally test the fit.
- 7.20 MNC Org Chart SketchMap who really decides between headquarters and host countries and close the gap to what the business needs.
- 7.22 Geopolitical Exposure & Scenario CanvasMap your geopolitical exposure, build two or three scenarios, and leave with sorted moves and triggers that have owners.
- 7.23 Value Creation Check (WTP-WTS)Estimate the value your offer creates, who captures it, and which options widen it rather than just move price.
- 7.24 Platform & Ecosystem CheckDecide if you are really a platform, then choose which side to subsidize, what to open and your role.
- 7.25 Working Across Cultures BridgeMap likely differences with a new counterpart, agree working norms together, and learn from where you were wrong.
- 7.26 Emerging Market & Institutional Voids LensScan a target market for missing institutions, choose to fill, partner or adapt for each, and price your entry honestly.
- 7.27 Alliance & Partnership DesignDesign an alliance before you sign: why this partner, who gives and gets what, how you work, how it ends.
Module 8: Operations, Projects & Implementation
- 8.1 Process Map (Current State)Map how a process really runs today and see where the time goes, before you try to improve it.
- 8.2 Capacity & BottlenecksFind the one step that limits your output, from data, and decide how to get more through it.
- 8.3 Customer TouchpointsMap each customer contact and who delivers it, then fix the one or two that decide the relationship.
- 8.4 Opportunity FramingDefine the problem, its cost and a measurable objective before you pick a solution.
- 8.5 Project Charter TemplateAgree scope, success, owners and decision rights with your sponsor before work starts, on one signed page.
- 8.6 Stakeholder & Change ImpactWork out what a change costs and gives each affected group, how ready they are, and what to do first.
- 8.7 Root Cause & Waste NotesFind the causes behind a recurring problem, test them before you act, and put a price on the waste.
- 8.8 Future-State Process SketchDesign a leaner process on one page, with the waste it removes, and a plan to get people using it.
- 8.9 Action Plan & KanbanTurn a plan into owned, dated tasks on a limited board, with optional detail cards per task.
- 8.10 Risks, Issues & Decisions LogKeep one log of risks, issues and decisions with owners and dates, so nothing is lost or reargued.
- 8.11 Performance DashboardReport project health on one page, with honest colors, benefits and the decisions you need.
- 8.12 Project RetrospectiveRun an honest team retrospective that turns what happened into a few owned changes with dates.
- 8.13 SMART Recommendation BuilderTurn a half-formed idea into one approvable recommendation with a named owner, a test of success and an ethics check.
- 8.15 Governance Impact ChecklistCheck a recommendation against governance rules, directors' duties and red flags before the board does, so it is not deferred.
- 8.16 Board Decision Prep SheetPrepare a board or steering-group decision so the ask is clear and the hard questions already have answers.
- 8.17 Stakeholder Impact & Support MapTrack where each key stakeholder stands on your initiative and plan the conversations that move them.
- 8.18 Change Barriers & Forces CanvasFind what holds a change in place, weaken the barriers that matter most, and leave with three owned actions.
- 8.19 Implementation Checklist (Before Launch)Check ten launch basics with evidence, close cheap gaps, and make a Go, Conditional Go or Delay decision.
- 8.20 End-of-Project ReviewTurn a finished project into lessons, start, stop and continue commitments, and knowledge that reaches the next team.
- 8.22 Project Estimate Reality CheckPressure-test a budget and timeline against similar finished projects, then run a premortem before you commit.
- 8.23 Transformation Setup CheckCheck a transformation's setup before launch, fix the red cells, or scale the ambition to the setup you have.
- 8.24 Product Discovery and RoadmapStart from an outcome, test the riskiest assumption cheaply, and show the plan as a now, next, later roadmap.
Module 9: Managing Up
- 9.1 Manager 1:1 PrepWalk into each one-to-one with your manager with the decisions and help you need, and leave with agreements.
- 9.2 Expectations Alignment CanvasAgree with your manager what success, priorities and decision rights look like in your role, in writing.
- 9.3 Upward Feedback PlannerGive your manager feedback that is specific and easy to act on, without damaging the relationship.
- 9.4 Promotion & Raise CaseBuild an evidence-based case for a promotion or raise that your manager can champion to others.
- 9.5 Influence Without Authority MapWin support from people you do not manage by offering what they value and asking in their terms.
- 9.6 Difficult Manager PlaybookWork out what is going wrong with your manager, try fixes in order, and know when to escalate or move.
Module 10: AI for Leaders & Professionals
- 10.1 AI Concepts MapSort the AI terms, see where today's tools help or fail, and test any AI claim with three questions.
- 10.2 What Can Go WrongName the AI risks that touch your real work and pair each with a control you will actually run.
- 10.3 Rules That Apply to My RoleFind out which AI rules reach you now, which come later, and what your workplace has never written down.
- 10.4 Personal Privacy CheckTake stock of the AI services in your private life, set them deliberately, and write a do-not-share line you keep.
- 10.5 Scam & Deepfake DefenseSet verification habits and a code word before a fake call, video or message reaches you.
- 10.6 My AI PracticeWrite a one-page AI practice with reasons, limits and a checking rule, so your use is deliberate.
- 10.7 AI Task MapDecide task by task where AI helps your work, where it hurts, and which cases to test first.
- 10.8 Prompt BriefWrite one reusable brief that gets usable AI output for a recurring task, with less rework every run.
- 10.9 AI Output Verification ChecklistCheck AI output in proportion to what is at stake before it leaves your desk under your name.
- 10.10 Team AI PolicyAgree one page of AI rules your team can actually follow: tools, data lines, checks, disclosure and exceptions.
- 10.11 AI Adoption PlanIntroduce AI in your team as a change in how work flows, not as a tool rollout.
- 10.12 AI Benefit TrackerFind out whether AI helps your team: fix a baseline, pair speed with quality, decide use case by use case.
- 10.13 Build a Small Tool with Claude and Claude CodePlan, build and check one small working tool with Claude and Claude Code, without being a programmer.