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47 framework worksheets

Every worksheet below turns a business decision into a fill-in exercise — no theory, just the questions worth answering. Complete one and it saves straight into your action plan.

Strategy · 10

Is my whole strategy built around the right customer?

The five perfects

Rebuild your strategy from first principles: the perfect problem, prospect, portfolio, positioning and profit — in that order.

6 steps

Which few numbers actually decide my success?

Critical success factors

Most businesses track everything and improve nothing. Pick the two or three factors that, if transformed, multiply your growth.

4 steps

Where should I launch first?

Pilot market qualifier

Don't attack the whole market. Qualify one narrow beachhead segment, win it completely, then expand from strength.

4 steps

Who wants to buy from me but can't?

Non-customer expansion

Your biggest growth may come from people who aren't customers yet — blocked by price, access, complexity or fit. Find the barrier, remove it.

5 steps

How do I respond when customer behaviour changes?

Consumer behaviour shift

When buying habits shift, react with a system, not panic: restate the need, generate ideas, pick the two easiest wins, and stress-test them.

4 steps

Which of my products deserve to live?

Product portfolio audit

Every product must earn its place — in revenue, in profit, or in brand. Audit the portfolio and act on the laggards.

4 steps

What do customers think I stand for?

Positioning rewrite

Positioning is the space you occupy in the customer's mind. Compare what you currently signal against what you want to own, then close the gap.

5 steps

Why do my plans die after the meeting?

Execution scoreboard

Strategy fails in the gap between intention and inspection. Build a scoreboard of effort and results, reviewed daily.

6 steps

What makes my business faster, bigger and more durable?

Scale-up trio

Growth has three axes: speed, scalability and sustainability. Choose deliberate new activities on each axis.

5 steps

Could someone else run this process without asking me anything?

SOP builder

Turn one process that only lives in your head into a document a competent stranger could actually follow.

5 steps

Marketing & brand · 5

Customers · 6

Money & finance · 7

People & culture · 11

Is my most important department in capable hands?

Critical capability map

Find the department your success depends on, its five critical activities, and whether the people running them can actually run them.

5 steps

Do my people bring their brains to work, or just their hands?

Engagement lift plan

Disengaged teams execute instructions; engaged teams solve problems. Score today, set a 100-day target, and pick deliberate engagement moves.

5 steps

Does my training change behaviour or just fill a day?

Training that sticks

Training works when it has a named skill gap, a deadline, and a four-level check: did they like it, learn it, use it, and did results move?

5 steps

How do I make key people think like owners?

Ownership pool designer

Salary rents hands; ownership buys hearts. Decide who earns equity or profit-share, on what criteria, and how much.

5 steps

Who are my nine gems, and am I growing them?

Gem cultivation

Every strong business has a handful of people who could run it tomorrow. Identify one, map their drives, and mentor them on a schedule.

5 steps

How do I change someone's behaviour without a fight?

Change conversation planner

Behaviour changes when a person sees the full ledger themselves: what improves if they change, what it costs, and what happens if nothing changes.

5 steps

Does my team know why the work matters?

High-performance story

High performance is 1% vision and 99% alignment. Give the team a compelling story, expected results, and the support each result needs.

5 steps

What am I doing that someone else should be?

Replace yourself

List what your week actually contains, decide what only you can do, and hand over the rest with a named person and date.

5 steps

What does my organisation refuse to compromise on?

Core value charter

Values are only real when they cost you something. Define the belief, the story that proves it, the people who carry it, and the milestones that test it.

4 steps

Am I managing, coaching or delegating — and is it the right mode for this person?

MCD leadership check

Managing, coaching and delegating are zoom levels, not personality types. Check whether you're using the right one per person.

4 steps

Who might I lose, and can I fix it before they decide to leave?

Stay interview plan

Attrition costs multiples of a salary. A conversation before someone decides to leave is worth far more than the one after.

5 steps

Personal mastery · 8

How do I actually finish what I start?

Seven-step goal system

A goal survives contact with reality when it has difficulties pre-listed, rituals scheduled, measures defined, and a review loop.

7 steps

Why am I busy all day but the business doesn't move?

Main-thing calendar

Busyness dies when the day gets a spine: your prime hours belong to the main thing; everything else fights for the leftovers.

5 steps

When did I last think, uninterrupted, for an hour?

Sixty-minute solitude

One daily hour of deliberate solitude — reading, reflection, planning — compounds into judgement no competitor can copy. Design the ritual and log a week.

5 steps

Why do my resolutions stall after week two?

Resolution accelerator

Speed of implementation separates dreamers from builders: one steel resolution, its pitfalls pre-named, consistent actions, and recruited support.

5 steps

How much does my temper cost my business?

Response over reaction

Leadership is the gap between stimulus and response. Replay one incident, price the reaction, and script the response for next time.

5 steps

Can I see this problem better than it looks?

Reframe the setback

The event is fixed; its meaning is negotiable. Take one setback and deliberately shift both psychology and physiology.

4 steps

Is my reason strong enough to survive the hard months?

The mighty why

Skill decides how far you go; your why decides whether you keep going. Write it deep enough that quitting becomes embarrassing.

4 steps

Am I as easy to work with as I think?

Interpersonal effectiveness audit

Rate yourself honestly on the behaviours that decide whether people bring you truth or manage you. Then have someone who knows you rate you too.

7 steps