From Beyond AmazingLeadership coaching & consulting

Playbooks

The order I would actually use them.

A single framework rarely answers a real decision. A playbook is a short sequence of them, chosen and ordered for a situation that recurs, with a note on why each one sits where it does and the trap to watch for. Each feeds the next. Read one end to end, then reach for the frameworks it names.

01

Running Annual Planning

4 frameworks, in order

Annual planning as a chain of decisions instead of a writing exercise: surface the assumptions, make the real choices including what to stop, draw the logic on one page, then commit to numbers that report back every quarter.

SWOT Analysis→Playing to Win (Strategy Choice Cascade)→Strategy Maps→Objectives and Key Results (OKRs)

02

Deciding Under Uncertainty

4 frameworks, in order

Four frameworks for decisions the spreadsheet cannot settle: work out what kind of problem you are actually facing, rehearse the futures it could land in, price the choice branch by branch, then let the team fail the plan on paper while it can still be changed.

Cynefin Framework→Scenario Planning→Decision Trees→Pre-mortem

03

Pricing with Confidence

4 frameworks, in order

A sequence for putting a number on your work without flinching: find the job customers actually hire you for, price the value rather than the hours, check the volume the price must sustain, then imagine the new price list failed and find out why before it does.

Jobs to be Done→Value-Based Pricing→Break-even Analysis→Pre-mortem

04

Turning a Business Round

4 frameworks, in order

Diagnosis before initiatives. Find out whether each sale makes money, where the losses build up and what is throttling output, then point the whole organisation at the few fixes that matter. A week of honest arithmetic saves a year of energetic guesswork.

Unit Economics→Pareto Analysis→Theory of Constraints→Hoshin Kanri

05

Understanding Your Customers

4 frameworks, in order

Customer understanding built in layers: choose whom to serve and whom to decline, learn the job they are actually hiring you for, sort your offer by the kind of satisfaction each part buys, then walk their whole journey to find where the experience breaks.

Segmentation, Targeting, Positioning (STP)→Jobs to be Done→Kano Model→Customer Journey Mapping

06

Launching a Product

4 frameworks, in order

A launch sequence built on one hard-won lesson: work out what customers would actually hire your product to do before your enthusiasm spends the budget. Job, proposition, beachhead, then a rhythm of cheap tests once you are live.

Jobs to be Done→Value Proposition Canvas→Crossing the Chasm→Build-Measure-Learn

07

Entering a New Market

4 frameworks, in order

Four frameworks in the order I would actually use them: read the macro weather, judge whether the industry can pay you, name the risk you are really taking, then make a choice whose reasoning you can still defend a year later.

PESTEL Analysis→Porter's Five Forces→Ansoff Matrix→Decision Matrix (Weighted Scoring)

08

Fixing a Struggling Team

4 frameworks, in order

Four frameworks for a team that is not working: find the layer that is actually broken, judge whether you are watching a fault or a phase, check the team was built for the job in the first place, then have the one-to-one conversations that change things.

The Five Dysfunctions of a Team→Tuckman's Stages of Group Development→Belbin Team Roles→GROW Model

09

Leading a Change Programme

4 frameworks, in order

Change lands person by person or it does not land at all. Diagnose the culture underneath, respect the physics of unfreeze and refreeze, run the programme in the right order, and check where each individual has actually got stuck.

Schein's Three Levels of Culture→Lewin's Three-Step Model→Kotter's 8-Step Change Model→ADKAR Model

10

Putting Governance in Place

4 frameworks, in order

Governance is my day job, so this is the order I build it in for real clients: settle who owns risk and who checks it, pin decision rights to named people, take the same discipline down to task level, then give the whole structure a live risk register to manage.

Three Lines of Defence→RAPID Decision Roles→RACI Matrix→Risk Matrix

11

Passing On the Business

4 frameworks, in order

I built a business and stepped back from it myself, so I built this the way I wish someone had handed it to me: map who actually sits where before anyone argues about who's right, widen the circle to everyone else who has a stake, pin the decision rights in writing, then manage the human side of letting go, because the paperwork is the easy part.

Family Business Governance (Three-Circle Model)→Stakeholder Mapping (Power-Interest Grid)→RAPID Decision Roles→Bridges' Transition Model

12

Can We Afford It?

4 frameworks, in order

The question underneath most other questions, answered in order: see when the cash actually runs short, work out what the purchase has to earn to pay for itself, read what the accounts say you can carry, then weigh it against the other things that money could do.

Cash Flow Forecasting→Break-even Analysis→Financial Ratio Analysis→Cost-Benefit Analysis

13

Choosing Between Options

4 frameworks, in order

A sequence for the moment a list has to become a choice: structure the question so the options are the real ones, weigh the few big candidates against criteria you have agreed in advance, sort the many small ones by impact against effort, then fix what must happen, what should, and what will not this time.

Issue Trees & MECE→Decision Matrix (Weighted Scoring)→Impact-Effort Matrix→MoSCoW Prioritisation

14

Something Keeps Going Wrong

4 frameworks, in order

Four frameworks for the problem that has been "fixed" three times: draw the boundaries of the process so everyone is talking about the same thing, lay out every plausible cause before anyone defends a favourite, follow the likeliest down to the cause underneath, then test the fix on a small scale and make it stick.

SIPOC→Fishbone Diagram→Five Whys→PDCA Cycle

15

Do We Actually Have a Strategy?

4 frameworks, in order

A sequence for the document on the wall: test whether it contains a diagnosis, a policy and coherent actions or just goals, find which of your capabilities is a genuine advantage, choose deliberately how you compete, then translate the choice into measures that will keep it alive after the away day.

Rumelt's Kernel of Good Strategy→VRIO Framework→Porter's Generic Strategies→Balanced Scorecard

16

Which of Our Businesses Deserve the Cash?

4 frameworks, in order

For the owner of more than one business, or one business with several lines, a sequence that stops the money going where it always went: test what holds the pieces together, map where cash is generated and where it is absorbed, rate each on its own merits, then decide deliberately how much of today's earnings fund tomorrow's options.

Core Competence Analysis→BCG Growth-Share Matrix→GE–McKinsey Nine-Box Matrix→Three Horizons