30/60/90-day cash outlook with incoming/outgoing timing and risk flags.
by Dan
12-36 month forecast: revenue, costs, P&L, cash flow, break-even point.
by Raissa
Startup-focused variant of the canvas emphasizing problem, solution, unfair advantage, and key metrics.
by Cassian
Case-study research plan: a described research population and five research questions to test the idea.
by Dominic
Side-by-side comparison of competitors: offer, pricing, strengths, weaknesses, positioning gaps.
by Dan
Core statements: profit & loss, balance sheet, and cash flow.
by Andrei
Overview of market size (TAM/SAM/SOM), trends, growth drivers, and key players.
by Andi
List of identified risks with likelihood, impact, mitigation, and owner for each.
by Raissa
The full plan: model, market, operations, team, and financials.
by Julia
Key financial assumptions and a forward forecast of revenue, costs, and growth.
by Dan
The key numbers that show project health, tracked over time.
by Raissa
Pricing options with margin impact, competitor benchmarks, and scenario comparisons.
by Julia
Nine-block canvas mapping value proposition, customers, channels, revenue, costs, partners, and key activities.
by Dan
Step-by-step map of the customer experience from awareness to loyalty, with pain points and opportunities.
by Matthew Walsh
One-page overview of the project: what it is, the problem, the solution, the market, and the ask.
by Julia
Slide presentation of the project for investors, partners, or clients.
by Raissa
Tailored update for investors, partners, or community.
by Cassian
Per-unit profitability: cost per sale, customer acquisition cost, lifetime value.
by Dominic
Name, tagline, tone of voice, and visual direction for a coherent brand identity.
by Dan
Profile of a target customer segment: demographics, goals, pains, buying behavior.
by Julia
Gather information from your audience to test assumptions — starting with a survey.
by Matthew Walsh
First 30/60/90-day plan for a new team member.
by Dan
Client-facing proposal: scope, deliverables, pricing, terms.
by Julia
Best/expected/worst-case modeling of a decision or external change and how to respond.
by Dan
Periodic update: progress, KPIs, risks, blockers, next steps.
by Matthew Walsh
Internal strengths and weaknesses plus external opportunities and threats, with recommended actions.
by Julia
Evaluation of a supplier: cost, risk, alternatives, recommendation.
by Dan
Vision, mission, and core values statement that anchors strategy and communications.
by Julia
Planned spending by category with actuals tracking and variance flags.
by Matthew Walsh
A rigorous research workspace: state a hypothesis, design how you'll test it, and map the population, questions, and assumptions behind it. Deeper than the Case-Study Research Plan.
by Dan
Job description plus interview questions and scoring rubric.
by Julia
Structured review template with goals, feedback, and development areas.
by Matthew Walsh
