Origin

Status Report

Communication & Reporting

Periodic update: progress, KPIs, risks, blockers, next steps.

by Matthew Walsh

Customer Persona

Market & Customer

Profile of a target customer segment: demographics, goals, pains, buying behavior.

by Julia

Information & Discovery

Market & Customer

Gather information from your audience to test assumptions — starting with a survey.

by Matthew Walsh

Brand Brief

Marketing & Sales

Name, tagline, tone of voice, and visual direction for a coherent brand identity.

by Dan

Sales Proposal

Marketing & Sales

Client-facing proposal: scope, deliverables, pricing, terms.

by Julia

Vendor Review

Operations & Legal

Evaluation of a supplier: cost, risk, alternatives, recommendation.

by Dan

Onboarding Plan

People

First 30/60/90-day plan for a new team member.

by Dan

SWOT Analysis

Strategy & Planning

Internal strengths and weaknesses plus external opportunities and threats, with recommended actions.

by Julia

Scenario Planning

Strategy & Planning

Best/expected/worst-case modeling of a decision or external change and how to respond.

by Dan

Vision & Mission Statement

Strategy & Planning

Vision, mission, and core values statement that anchors strategy and communications.

by Julia