Tools you can use today.
Actionable worksheets and templates for founders, leadership teams and product leaders. Each resource is designed to be used immediately — not filed away.
Define your destination
Before strategy, before OKRs, before roadmaps — you need a destination.
Most companies skip the hardest question. They move straight to planning, prioritisation and execution without ever defining, clearly and collectively, where they are actually going. This worksheet changes that. It uses two structured exercises — a future customer letter and a future press release — to help founders and leadership teams articulate a destination that is specific enough to guide strategy and durable enough to outlast any single plan.
Who it's for
- Founders defining vision for the first time
- Leadership teams without a shared destination
- Strategy leads preparing for a planning cycle
- Boards or investors seeking strategic clarity
What's inside
- Exercise 1: The future customer letter — write from a customer five to ten years ahead
- Exercise 2: The future press release — write from the same future moment
- Synthesis section — identify themes, patterns and the emerging destination
- Draft vision statement — one clear statement, one explanatory paragraph, 3–5 guiding principles
The practical OKR worksheet
Turn vision and strategy into a small number of measurable quarterly priorities.
Most OKR processes produce either a task list with better branding or a set of aspirational statements that nobody uses to make decisions. This worksheet is designed to produce neither. It helps founders, leadership teams and functional leads write objectives that are directional and meaningful, key results that measure outcomes rather than activity, and a communication plan that builds trust — including when you miss.
Who it's for
- Founders setting company-level OKRs
- Leadership teams aligning quarterly priorities
- Product leaders writing team OKRs
- Functional leads translating strategy into measurable goals
What's inside
- OKR setup worksheet — quarter, team, vision, strategy, priorities
- Objective writing section — prompts for directional, meaningful objectives
- Key result writing section — prompts for outcome-oriented, measurable KRs
- Weak vs better examples — concrete rewrites of common OKR mistakes
- Communication section — how to share OKRs and what to say when you miss
- End-of-quarter review — what moved, what did not, what changed
How to set up squads that actually work
A practical squad design worksheet for founders, CPOs, CTOs and leadership teams designing their operating model.
Most squad design fails for a simple reason: companies start with the boxes before they are clear on the flow of value. This worksheet applies the principles from Team Topologies to help you design squads that reduce cognitive load, clarify ownership, and support one coherent customer experience — including in the age of AI, where shared infrastructure matters more than ever.
Who it's for
- Founders designing their first operating model
- CPOs and CTOs restructuring product and engineering
- Heads of Product or Engineering planning a squad redesign
- Leadership teams scaling from startup to scale-up
What's inside
- Value stream mapping — identify where value flows and where it fractures
- Squad design section — define ownership, outcomes and skills per squad
- Team topology classification — stream-aligned, platform, enabling, specialist
- AI-era design section — what should be shared, platformed or not reinvented
- Connective oversight section — who holds coherence across journeys
- Final design summary — squad map, dependencies, risks, next steps
Work together
Need more than a worksheet?
These resources are a starting point. If your team needs structured facilitation, a full diagnostic, or ongoing strategic support, get in touch.
Get in touch