Field guide
Strategy & Alignment
Get aligned on what you offer and what “better” means
- When to use it
- Reach for this when you need to agree on scope and direction before any screens, and want everyone bought into the same priorities.
- Time
- 1–2 weeks
- You walk away with
- A shared direction and an agreed set of priorities
How it runs
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Session 1
See the whole picture
Get the goal and constraints onto one page, then map the full portfolio and where value comes from.
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Session 2
Define the target
Test the value proposition, then define the one metric that says you’re winning.
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Session 3
Agree the sequence
Prioritize together so everyone signs up to the same order of work.
Worksheets
Fill them in here and they save in your browser, or print the PDF. Nothing you type leaves your device.
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Project Discovery Brief
Get the goal and constraints onto one page
About 1 hr 15 min PDF of Project Discovery Brief
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Product & Service Inventory
See the whole portfolio and where value comes from
About 1 hr PDF of Product & Service Inventory
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Value Proposition Canvas
Test the fit between offer and customer need
About 1 hr PDF of Value Proposition Canvas
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Success Metrics & North Star
Define what “better” means, measurably
About 1 hr PDF of Success Metrics & North Star
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Prioritization Matrices
Agree where to invest first
About 1 hr 15 min Fill it in: Prioritization Matrices PDF of Prioritization Matrices
Next field guide: Audit & Quick Wins