Templates & Worksheets

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Product Analysis Workbook »

As part of the Discovery process in the 3D Breakthrough Solution, you will want to study the effectiveness of products in the portfolio. This excel program takes you through the variables you need to input and helps you analyze the results.  It includes:

  • Identifying and defining product categories price range, growth rates, and gross margins
  • Results in a product category analysis so that you can understand the role each plays in your strategy for success

Customer Analysis Worksheet »

As part of the Discovery process and before you begin to determine who the appropriate target customer is for your organization, you need to understand the current customer segments; specifically which customers are contributing to success and which ones are not.

This excel program will help you understand:

  • The source of revenue by customer type
  • Customer trends in buying behavior
  • Customer profitability
  • The dynamics and impact of new and lost customers
  • Key customer characteristics
  • Provides the results that helps you determine target customers later in the 3D Breakthrough Solution process

Target Customer Criteria Template »

Selecting a target audience is an important step in clarifying your company strategy. All customers are not created equal. Discover how to segment customers and allocate resources to them so that you maximize the return on your limited resources.

Communication Plan »

A leader cannot over communicate. After a comprehensive evaluation of where the company should be going, the entire employee group is on edge waiting for the unveiling. They want to know what is going to change and what is expected of them. This important template ensures the communication is planned just as thoughtfully as everything else and no balls are dropped that can hurt the outcome.

Dashboard Measures »

Every company needs a short list of leading indicators that track strategic execution. This form shows you how to identify the measures that reflect your company’s strategy and the value of doing so.

Project Action Plan »

This excel spread sheet format builds a plan that allows leadership to have a hand on the rudder but every team to be in the know—what is being done by whom and when. Clarity and alignment create speed in implementation!

Sample Ranking Sheet »

This ranking sheet will help you decide how many initiatives your organization has the resources to accommodate and do well! It may be 3 or it may be 10 but it is probably not all of them. Once you have prioritized them and determined which ones to get underway, the other ideas aren’t lost, just delayed a bit until the most important are completed and resources are freed up. This prevents the temptation to overcommit due to enthusiasm and avoids the most common cause of failure.

Project Summary Template »

One step often overlooked in the building of a strategic action plan is the vetting of the ideas that have surfaced in the process. Today, the average company gets a return on only one out of every four initiatives. Why? They don’t study them enough to know how much resource they will take, how much they will really impact the organization or what can derail the project. This template helps a team decide if the initiative is a go or no-go.

Decision Criteria Template »

Often overlooked is the importance of establishing decision criteria. For an organization to move as quickly as today’s market demands, and to have all the moving parts work in an orchestrated fashion, the decision making needs to be dispersed throughout the organization. For leaders in different departments or divisions to make decisions independently yet consistently with the direction of the company, a common decision criterion needs to be established. This template helps you build the criteria that supports the overall direction of your organization.

GrowthDNA Assessment »

This assessment will help you determine your strengths and weaknesses in the four key strands of GrowthDNA:  Clarity; Commitment; Confidence; and Culture.

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