01Business strategy and leadership
90-day business improvement plan
Turn a broad improvement goal into three priorities and a realistic 30/60/90-day plan.
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02Business strategy and leadership
Prioritise competing business initiatives
Compare competing ideas using transparent criteria instead of instinct alone.
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03Business strategy and leadership
Simple business risk register
Create a practical first view of risks across the business.
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04Business strategy and leadership
Monthly management review agenda
Make management reviews shorter, decision-led and accountable.
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05Marketing and customers
Define ideal customers
Focus marketing on customer groups supported by evidence.
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06Marketing and customers
Four-week marketing plan
Turn a marketing goal into a manageable four-week experiment.
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07Marketing and customers
Customer feedback questionnaire
Collect useful feedback without leading customers or gathering unnecessary data.
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08Marketing and customers
Respond to a customer complaint
Prepare a calm response based only on verified facts.
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09Finance and operations
Review operating costs
Find cost-review opportunities without assuming savings or ignoring service impacts.
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10Finance and operations
Cash-flow scenario planning
Explore cash-flow scenarios without sharing bank or customer-level information.
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11Finance and operations
Improve a recurring business process
Simplify a recurring process and test the change safely.
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12Finance and operations
Compare suppliers fairly
Evaluate suppliers consistently while making evidence gaps visible.
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13IT and cybersecurity
Small business cybersecurity priorities
Identify proportionate cyber actions for the next 90 days.
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14IT and cybersecurity
Simple IT service improvement plan
Bring proportionate structure to everyday IT support.
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15IT and cybersecurity
Technology supplier health check
Ask better questions of an outsourced IT or cloud supplier.
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16IT and cybersecurity
Business continuity starter plan
Prepare an initial response to disruption without collecting personal contact details.
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17AI adoption and knowledge management
AI opportunity assessment
Identify useful, proportionate AI opportunities before choosing a pilot.
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18AI adoption and knowledge management
Responsible AI usage policy starter
Draft a clear starting point for responsible workplace AI use.
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19AI adoption and knowledge management
Capture essential business knowledge
Reduce dependency on knowledge held by one person.
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20AI adoption and knowledge management
Create a reusable procedure
Turn an anonymised workflow into a consistent, reviewable procedure.
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