A reference library, built to grow
Structured thinking,
properly shelved.
Every serious strategy tool in one place: what it is, where it came from, when it earns its keep and when it wastes your afternoon. Each entry is researched against its primary source, drawn as a proper diagram, and paired with a template you can work in on the page.
Playbooks
All playbooks →A single tool rarely answers a real decision.
For the decisions that recur, a playbook sequences the right frameworks in the order to use them, with a note on why each sits where it does. In Peter's voice, from twenty years of making these calls.
- Deciding Under Uncertainty·4 frameworks
- Entering a New Market·4 frameworks
- Fixing a Struggling Team·4 frameworks
- Launching a Product·4 frameworks
- Leading a Change Programme·4 frameworks
- Passing On the Business·4 frameworks
- Pricing with Confidence·4 frameworks
- Putting Governance in Place·4 frameworks
- Running Annual Planning·4 frameworks
- Turning a Business Round·4 frameworks
- Understanding Your Customers·4 frameworks
Contents
92 frameworks · the shelf grows one file at a time
ADKAR Model
A model of how one person changes: five outcomes, Awareness, Desire, Knowledge, Ability and Reinforcement, reached in sequence for a change to stick. Organisational change succeeds person by person, so diagnose each individual's weakest element and treat that barrier first.
AIDA
The oldest working model in marketing: move a prospect through Attention, Interest and Desire to Action. Empirically shaky as a theory of buying, yet still the most useful checklist ever written for auditing an advert, a landing page or a sales pitch.
Ansoff Matrix
A two-by-two grid of growth options built from the interplay of products and markets, existing and new, that classifies every growth move as penetration, product development, market development or diversification, each carrying a different level of risk.
Balanced Scorecard
Translates vision and strategy into linked objectives and measures across four perspectives, financial, customer, internal process, and learning and growth, so an organisation steers by the drivers of future performance rather than by financial results alone.
BATNA & ZOPA
The core preparation discipline of principled negotiation: know the interests behind your position, build your best alternative to a deal (BATNA), derive the worst deal you would still accept, and map the zone of possible agreement (ZOPA) where both sides' limits overlap.
BCG Growth-Share Matrix
A portfolio grid that plots each business or product by market growth and relative market share, sorting the portfolio into stars, question marks, cash cows and dogs so that cash can be deliberately moved from where it is generated to where it will compound.
Belbin Team Roles
A vocabulary of nine behavioural roles that people tend to adopt in teams, grouped into thinking, action and people clusters, used as a checklist for whether a team's composition actually covers the work in front of it and where the gaps and duplications lie.
Blue Ocean Strategy
A strategy logic that seeks uncontested market space through value innovation, pursuing differentiation and lower cost at once. The ERRC grid is its working tool: decide which factors of competition to eliminate, raise, reduce and create, then redraw your value curve.
Break-even Analysis
Finds the sales volume at which contribution covers fixed costs and a venture stops losing money, then reads the gap between expected sales and that point, the margin of safety, as a measure of how much room the plan has to be wrong.
Bridges' Transition Model
Separates change, the external event, from transition, the internal psychological reorientation people must make before the change can work, and manages that transition through three stages: the ending, the neutral zone and the new beginning.
Build-Measure-Learn
The core feedback loop of the Lean Startup: turn ideas into a minimum viable product, measure how real customers respond, and learn whether to pivot or persevere, with the aim of compressing the total time between guess and evidence.
Business Model Canvas
A one-page visual template that describes how an organisation creates, delivers and captures value across nine building blocks, from customer segments through to cost structure, so an entire business model can be seen, questioned and redesigned in a single view.
Cash Flow Forecasting
A rolling projection of cash in and cash out, opening balance to closing balance, that tells you when you're going to run short of money even while the profit and loss account still looks perfectly healthy.
Competing Values Framework
Maps organisational culture on two tensions, internal versus external focus and flexibility versus control, producing four competing culture types (Clan, Adhocracy, Hierarchy, Market) that can be profiled and compared, most commonly through Cameron and Quinn's OCAI survey.
Core Competence Analysis
A test of what a corporation is genuinely good at: the collective learning and coordination skills that pass three tests by opening access to a wide variety of markets, contributing significantly to perceived customer benefit, and resisting imitation.
Cost-Benefit Analysis
An appraisal method that identifies every material cost and benefit of a proposal, expresses them in money, discounts them to present value and compares the totals, so that options are judged on evidenced net benefit rather than on the persuasiveness of their sponsors.
Crossing the Chasm
Moore's account of why technology products stall between visionary early adopters and pragmatist mainstream buyers, and the beachhead strategy for getting across: pick one narrow segment, build the whole product it needs, and win the references pragmatists actually trust.
Customer Journey Mapping
A visualisation of the end-to-end experience of a customer with an organisation, stage by stage and touchpoint by touchpoint, capturing what the customer does, thinks and feels, in order to find the moments that matter and the points where the experience breaks.
Cynefin Framework
A sense-making framework that sorts situations into five domains by the relationship between cause and effect, so leaders can match how they decide to the kind of problem in front of them rather than to the kind they are most comfortable managing.
Decision Matrix (Weighted Scoring)
A weighted-criteria table for choosing between options: list the candidates, agree and weight the criteria, score each option against each criterion, and read the weighted totals. Its real product is a decision whose reasoning can be inspected and challenged.
Decision Trees
A branching map of decisions, chance events and payoffs that turns a sequential choice under uncertainty into a tree you can price. Fold expected values back from the end branches to the root to find which first move is worth most.
Design Thinking
A human-centred approach to innovation that works from empathy with users through problem definition, ideation, prototyping and testing. Popularised by IDEO and Tim Brown, and taught worldwide through the Stanford d.school's five-stage model.
Disruptive Innovation
A theory of why well-run incumbents lose to entrants with simpler, cheaper offers: serving their best customers pulls incumbents upmarket past what mainstream buyers need, leaving a foothold from which an entrant improves until the mainstream defects.
DMAIC
The Six Sigma improvement roadmap. Define the problem, Measure current performance, Analyse root causes, Improve the process, then Control the gains. A disciplined, data-driven cycle for fixing processes whose defects have causes that can be measured and verified.
Double Diamond
The Design Council's four-stage map of the design process. Two diamonds of divergent and convergent thinking: the first finds the right problem (Discover, Define), the second finds the right solution (Develop, Deliver).
Eisenhower Matrix
A prioritisation grid that sorts work by urgency and importance into four verdicts, do it now, schedule it, delegate it or eliminate it, built on the observation that the urgent and the important are rarely the same tasks.
Family Business Governance (Three-Circle Model)
Plots every person touching a family firm into family, ownership and management, and the overlaps between them, so a fight about who's 'right' turns into a clear question of which boundary is actually being crossed.
Financial Ratio Analysis
Reads a set of accounts through the ratios that matter, liquidity, profitability, efficiency and gearing, to answer the two questions a business owner actually asks: can we afford this, and is the business actually healthy.
Fishbone Diagram
Ishikawa's cause-and-effect diagram. A team maps every plausible cause of a defined problem onto structured category branches, classically the six Ms, turning a tangle of opinions into an organised set of hypotheses that can then be verified against data.
The Five Dysfunctions of a Team
Lencioni's pyramid of five cascading team dysfunctions, from absence of trust at the base to inattention to results at the top, used to diagnose why a leadership team underperforms and to decide where the repair work has to start.
Five Whys
A root-cause questioning discipline from the Toyota Production System: state the problem where it occurred, ask why of each verified answer in turn, work down from symptom through process causes to the system cause, and fix the deepest point where a countermeasure will hold.
Failure Mode and Effects Analysis
A systematic, bottom-up method for asking of every element of a design or process: how could this fail, what would the effect be, how likely is it, would we catch it, and which failure modes therefore deserve preventive action first.
GE–McKinsey Nine-Box Matrix
A nine-cell portfolio grid that rates each business unit on industry attractiveness and competitive strength, then prescribes invest and grow, selectivity, or harvest and divest, so that corporate capital follows structural merit rather than internal politics.
GROW Model
A four-stage structure for a coaching conversation: agree the Goal, examine current Reality, generate Options, then secure the Will to act. It turns a manager's instinct to hand out answers into disciplined questions that leave ownership with the person being coached.
Hoshin Kanri
A Japanese policy-deployment system that turns a handful of breakthrough objectives into aligned targets and means at every level of the organisation, negotiated through catchball, executed alongside daily management and held on course by structured review.
Impact-Effort Matrix
A 2x2 grid that sorts candidate actions by expected impact against effort required, separating quick wins and major projects from fill-ins and thankless tasks, so a team spends its limited capacity where it counts and gains licence to stop work that earns nothing.
Issue Trees & MECE
A method for disaggregating a governing question into branches that are mutually exclusive and collectively exhaustive, so a team can size the branches, prioritise the few that could swing the answer, and test them with explicit hypotheses instead of boiling the ocean.
Jobs to be Done
A lens for understanding demand: customers hire products to make progress in a specific circumstance, and whether they switch is governed by four opposing forces. Study the job and the forces around it rather than the customer's attributes or the product's features.
Kaizen
The discipline of continuous, incremental improvement involving everyone, managers and workers alike: standardise the current best way of working, surface problems against that standard, improve in small low-cost steps, then lock each gain in as the new standard and go again.
Kano Model
A model of how product attributes relate to customer satisfaction, showing that some qualities merely prevent dissatisfaction, some scale with performance and some delight unexpectedly, so that features can be classified and prioritised by the kind of satisfaction they buy.
Kotter's 8-Step Change Model
An eight-step sequence for leading major change, distilled from Kotter's study of why transformations fail: build urgency and a coalition, form and communicate a vision, empower action, generate short-term wins, consolidate gains and anchor the change in culture.
Lean Canvas
A one-page adaptation of the Business Model Canvas for startups, replacing four infrastructure boxes with Problem, Solution, Key metrics and Unfair advantage, so founders can document, rank and test the riskiest assumptions in a business idea instead of writing a plan.
Lewin's Three-Step Model
The oldest change model in the book: destabilise the current pattern of group behaviour, move to the new one, then anchor it so the group does not snap back. Lewin sketched it in 1947; later writers tidied the sketch into the staple that every change model since descends from.
Marketing Mix (4Ps)
The classic checklist of the controllable levers of a marketing programme, Product, Price, Place and Promotion, set around a defined target market, used to design a coherent offer and to audit an existing one for gaps and contradictions.
Materiality Assessment (GRI 3)
A four-step process for identifying and prioritising an organisation's most significant impacts on the economy, environment and people, to decide what to report and act on. This is impact materiality only, not the EU's legally mandated double-materiality standard.
McKinsey 7S Framework
A diagnostic of organisational effectiveness through seven interdependent elements, strategy, structure, systems, style, staff, skills and shared values, on the premise that performance requires all seven to reinforce one another.
MoSCoW Prioritisation
A four-category prioritisation scheme, Must have, Should have, Could have and Won't have this time, built for fixed deadlines: it guarantees a minimum usable delivery by agreeing in advance exactly what gives way when time runs short.
AI Risk Management Framework (NIST AI RMF)
A four-function structure, Govern, Map, Measure, Manage, for boards and leadership teams to build AI oversight into existing governance rather than bolting it on as a technical afterthought.
Net Promoter Score
A customer loyalty metric built on one question, how likely are you to recommend us, scored 0 to 10. Subtract the percentage of detractors (0 to 6) from the percentage of promoters (9 and 10) for a single figure that is easy to track, easy to compare, and easy to abuse.
Objectives and Key Results (OKRs)
A quarterly goal-setting cycle that pairs a handful of ambitious, qualitative objectives with three to five measurable key results each, published across the organisation so teams align, track progress weekly and score honestly at the end of the cycle.
OODA Loop
A four-phase decision cycle, Observe, Orient, Decide, Act, developed by fighter pilot John Boyd. Advantage goes to the side that reads a changing situation faster and more accurately, with orientation, not raw speed, doing most of the work.
Opportunity Solution Tree
A visual tree connecting a desired outcome to the customer opportunities that could drive it, the candidate solutions for each opportunity, and the assumption tests that decide which solutions survive, so discovery work stays traceable from experiment back to outcome.
Pareto Analysis
Juran's application of Pareto's 80/20 observation to operational problems. Categorise the defects or losses, rank them by frequency or cost, cumulate the percentages, and concentrate effort on the vital few causes that drive most of the effect, without abandoning the useful many.
PDCA Cycle
An iterative four-stage improvement cycle, plan, do, check, act, for testing a change on a small scale, studying the results against a prediction, and standardising what works before running the loop again. The engine of kaizen and of most modern quality systems.
PESTEL Analysis
A structured scan of the six macro-environmental forces, political, economic, social, technological, environmental and legal, that shape the context an organisation operates in but cannot control.
Playing to Win (Strategy Choice Cascade)
Lafley and Martin's five linked questions that make strategy an integrated set of choices: what is our winning aspiration, where will we play, how will we win, what capabilities must be in place, and what management systems are required.
Porter's Five Forces
A structural analysis of the five competitive forces that determine an industry's long-run profitability, and therefore where and how a business can defend or improve its position.
Porter's Generic Strategies
Porter's argument that sustainable advantage comes from one deliberate choice: compete on lower cost or on differentiation, across a broad market or a narrow one. Firms that refuse to choose end up stuck in the middle, and the middle is where margins go to die.
Pre-mortem
Before committing to a plan, imagine it is a year on and the plan has failed outright, then have each person independently write down why. Prospective hindsight legitimises the doubts a kickoff meeting suppresses, and it costs an hour.
Value-Based Pricing
A pricing discipline that anchors price to the economic value an offer creates for a defined segment, with cost setting only the floor, and that tests willingness to pay before launch using tools such as Van Westendorp's Price Sensitivity Meter and Good-Better-Best tiering.
Pyramid Principle (SCQA)
Barbara Minto's method for structuring recommendations: open with the answer, hold the supporting ideas in a pyramid governed by vertical question-and-answer logic and horizontal grouping logic, and set up the whole with Situation, Complication, Question, Answer.
RACI Matrix
A grid that assigns one of four roles to everyone involved in a task or decision: Responsible for doing the work, Accountable for the outcome, Consulted before it is done, Informed after. Its whole discipline lives in one rule, exactly one Accountable name per row.
RAPID Decision Roles
A role-charting tool from Bain & Company that assigns five roles for any major decision, Recommend, Agree, Perform, Input and Decide, so that one named person owns the call and everyone else knows exactly how they are expected to contribute.
Reference Class Forecasting
A forecasting method that starts from recorded outcomes of comparable past projects rather than the plan in front of you. Locating your case in that distribution, adjusting only for defensible differences, corrects the optimism and strategic misrepresentation of the inside view.
RICE Prioritisation
A prioritisation score developed on Intercom's product team that ranks competing ideas by multiplying Reach, Impact and Confidence and dividing by Effort, so that quiet, high-value work can beat the loudest request in the room.
Risk Matrix
Places each risk on a grid of likelihood against impact so that limited attention and budget flow to the risks that are both probable and damaging, with a distinct response posture, from acceptance through to avoidance, attached to each quadrant.
Rumelt's Kernel of Good Strategy
Rumelt's test of whether a strategy exists at all: a diagnosis that names the critical challenge, a guiding policy for dealing with it, and a set of coherent actions that carry the policy out. A document missing any of the three is goals, vision or fluff, whatever its cover says.
Scenario Planning
A discipline for building a small set of plausible, structurally different futures and rehearsing strategy inside each one. The aim is not prediction but re-perception: loosening the official future that management quietly assumes, before events do it the hard way.
Schein's Three Levels of Culture
Schein's model of culture as three levels: visible artifacts, espoused beliefs and values, and the basic underlying assumptions that actually drive behaviour. Diagnosis means working down the stack, because change that stops at the surface changes nothing.
Service Blueprint
A process map of a single service that lines up the customer's actions with everything the organisation does to deliver them, above and below the line of visibility, so that failure points, waits and disconnects between frontstage and backstage can be seen and fixed.
7 Powers
Helmer's checklist of the seven conditions that create persistent differential returns. Each power pairs a benefit to the holder with a barrier that stops competitors arbitraging it away, and each becomes available only at a particular stage of a business's life.
Simple Business Valuation (Multiples & Single-Stage DCF)
A back-of-envelope way to put a number on a private business using an earnings multiple and a single-stage discounted cash flow, so an owner can open a serious conversation about value with two sanity-checked figures, not a guess.
SIPOC
A one-page map of a process in five columns: Suppliers, Inputs, Process, Outputs, Customers. Built at the start of an improvement effort, it fixes the scope and boundaries before anyone argues about detail, and exposes who the process actually depends on and serves.
Situational Leadership
A model of four leadership styles, from directing through coaching and supporting to delegating, matched to the follower's development level on a specific task. Effective leaders diagnose competence and commitment first, then adjust directive and supportive behaviour to fit.
Six Thinking Hats
De Bono's method for splitting a group's thinking into six deliberate modes, worn one at a time so the whole room examines facts, feelings, risks, benefits and new ideas together, with a blue hat running the sequence. It replaces adversarial debate with scheduled, parallel focus.
Stakeholder Mapping (Power-Interest Grid)
A two-by-two grid that positions each stakeholder by their power over your work and their interest in it, then sets an engagement strategy per quadrant: manage closely, keep satisfied, keep informed, or simply monitor.
Segmentation, Targeting, Positioning (STP)
The core sequence of strategic marketing: divide a heterogeneous market into meaningful segments, choose which of them to serve, then position the offer so the chosen customers see a distinct and defensible reason to prefer it.
Strategy Maps
A one-page causal picture of a strategy: objectives arranged across the four balanced scorecard perspectives, with hypothesised cause-and-effect arrows running upward from learning and growth through internal processes and customer outcomes to financial results.
SWOT Analysis
A four-quadrant appraisal of an organisation's internal strengths and weaknesses set against the external opportunities and threats it faces, used to surface the strategic fit between what a business can do and what its environment will reward.
Team Psychological Safety
Edmondson's validated seven-item scale and three-stage leader playbook for building a team where people can flag mistakes, risks and half-formed ideas without fear of punishment.
Team Topologies
A structural model that classifies teams into four types and three interaction modes, then uses Conway's Law to redesign team boundaries deliberately around the flow of work rather than around historical accident.
Theory of Constraints
Goldratt's argument that every system has one binding constraint that sets its throughput. Find it, wring the most from it, subordinate everything else to it, invest to elevate it, then start again, because once a constraint is broken the constraint moves somewhere else.
Three Horizons
A portfolio view of growth that asks a business to manage three horizons at once: defending and extending the core, building emerging businesses, and seeding options for the future, so that today's earnings do not quietly starve tomorrow's.
Three Lines of Defence
A governance model that separates risk work into three distinct roles: management that owns and controls risk, risk and compliance functions that oversee it, and internal audit that gives the board independent assurance that the first two are working.
TOWS Matrix
A matrix that turns a SWOT from an inventory into strategy by systematically pairing internal strengths and weaknesses with external opportunities and threats, generating four families of options: SO, WO, ST and WT.
Tuckman's Stages of Group Development
A five-stage account of how small groups develop: forming, storming, norming, performing and adjourning. Each stage pairs a relationship problem with a task problem, giving leaders a language for why a capable team is not yet delivering and what the current stage needs from them.
Unit Economics
Tests whether a business makes money on each unit sold and each customer acquired, tracing revenue through variable costs to contribution and comparing the cost of acquiring a customer with the lifetime value they return. If the unit loses money, scale multiplies the loss.
Value Chain Analysis
A disaggregation of the firm into nine strategically relevant activities, five primary and four support, to locate where cost is incurred and differentiation is created, on the premise that advantage lives in activities, not in the firm as a whole.
Value Proposition Canvas
A two-part canvas that maps a customer profile (jobs, pains, gains) against a value map (products and services, pain relievers, gain creators), so a team can state, test and improve the fit between what it offers and what one customer segment actually cares about.
Value Stream Mapping
A pencil-and-paper lean method for drawing every process step, inventory queue and information flow a product family passes through, so a team can see the whole flow at once, compare value-adding time with total lead time, and design a leaner future state worth implementing.
VRIO Framework
Four sequential tests, valuable, rare, inimitable, organised, that determine whether a resource or capability is a source of sustained competitive advantage or merely something the firm happens to own.
Wardley Mapping
A visual method that maps the components serving a user need against how evolved each one is, from genesis to commodity, so that strategy can be debated as position and movement on a shared map rather than as competing opinions.