Business strategy
Strategy, SWOT, business models, pricing and competitive analysis.
Download all 48
- Analyse a business model
Analyses a business model canvas and its unit economics to find the weakest assumptions and design a cheap test for each. Use before investing more time or money in a model.
- Assess big contract risk
Assesses taking on a contract that would become a large share of revenue - concentration, payment terms, capacity and what happens if it ends - and sets the conditions to accept it safely.
- Assess charity merger options
Compares options for a charity considering a merger - collaboration, shared services, merger or planned closure - on mission, beneficiaries, money, people and governance, with questions for advisers.
- Assess competitive advantage
Assesses whether a business has a durable competitive advantage, testing each claimed moat against evidence and naming how to strengthen the real ones.
- Assess franchising your business
Assesses whether an owner's business could be franchised - replicability, unit economics with room for a fee, systems, brand and support costs - against company-owned growth or licensing.
- Build an annual operating plan
Builds an annual operating plan with priorities, targets, budget and headcount by function, quarterly milestones and a review cadence, tied to the strategy. Use for yearly planning.
- Build a theory of change
Builds a theory of change for a nonprofit programme - long-term outcome, preconditions, activities, assumptions and indicators - working backwards, and points out weak causal links.
- Choose a trade specialism
Helps a tradesperson decide whether to specialise (heat pumps, rewires, kitchens, roofs) or stay general on demand, margin, skills and certification, competition and a test before committing.
- Decide in-house or outsource
Decides whether a small business should do an activity itself or outsource it - baking, laundry, bookkeeping, delivery, marketing - on full cost, quality control, capacity, skills and risk.
- Decide restaurant delivery channels
Compares delivery apps, own drivers, collection-only and no delivery for a restaurant or takeaway on margin per order, kitchen load and customer ownership, and recommends a channel mix.
- Decide whether to close a site
Decides whether to keep, fix or close an underperforming shop, branch or unit - contribution after its own costs, lease exit, staff, customers who may move - with a time-boxed turnaround test.
- Design pricing and packaging
Designs pricing and packaging - value metric, tiers, fences and anchors - from customer value rather than cost, with a plan to test willingness to pay. Use when launching or repricing a product.
- Design a revenue model
Compares revenue models - subscription, usage-based, transaction, marketplace, advertising or hybrid - against how a product creates value and how customers buy, and recommends one.
- Draft a Wardley map
Drafts a Wardley map in text form from a user need and its value chain, places each component by evolution stage and highlights strategic moves and build-versus-buy calls.
- Draw a strategy canvas
Draws a blue-ocean strategy canvas comparing a business with the alternatives customers use, then applies eliminate-reduce-raise-create to find a distinct value curve.
- Estimate market size (TAM, SAM, SOM)
Estimates TAM, SAM and SOM bottom-up with explicit assumptions and low-base-high ranges, then cross-checks top-down. Use for a pitch, a business plan or a go/no-go on a new market.
- Evaluate a franchise territory
Evaluates a franchise territory offer - target customers, competitors and nearby units, drive times, rents and realistic sales against the franchisor's figures - with questions to push back on.
- Evaluate a new service or product line
Evaluates adding a service or product line to a small business - demand checks, skills and licences, costs, pricing and margin, capacity and cannibalisation - and ends with a pilot plan and decision.
- Franchise consultant
Acts as an independent franchise consultant who advises buyers and franchisors on territories, unit economics, disclosure documents, support and fees, and is blunt about weak systems.
- Hospitality revenue manager
Acts as a revenue manager for small hotels, restaurants and venues who thinks in demand periods, channels, rate fences, covers and spend per head, and keeps pricing defensible to guests.
- Management consultant
Acts as a management consultant who frames problems hypothesis-first, breaks them into MECE issue trees and answers with the so-what before the supporting detail.
- Map growth options
Maps growth options across market penetration, new products, new markets and diversification, with risks, evidence needed and a recommended sequence.
- Refresh the owner's strategy
Refreshes a small business strategy once a year in gated steps - review the year, generate options, choose priorities, plan and budget, then brief the staff.
- Pick a strategy framework
Matches the strategy tool to the question an owner actually has - SWOT, five forces, business model canvas, pricing, scenario planning - and walks through the chosen one in plain words.
- Plan a business sale
Plans preparing a small business for sale - value drivers, clean-up tasks, likely buyer types, a timeline and which advisers to involve when.
- Plan business succession
Plans succession for a family or owner-led business - candidates, readiness gaps, handover phases, governance and how to talk with the family and staff.
- Plan courier fleet growth
Plans how a courier or delivery firm grows - more vans and employed drivers, owner-drivers, subcontracting or declining work - compared on cost per drop, reliability and cash.
- Plan farm diversification
Evaluates diversification options for a farm such as a farm shop, agritourism, events or processing, scoring demand, investment, permissions, labour and risk, and ends with a low-cost pilot plan.
- Plan a hotel room rate calendar
Builds a seasonal rate calendar for a small hotel, inn or B&B from last year's occupancy - demand periods, events, minimum stays, rate fences and a direct-booking advantage.
- Plan a market entry
Plans entering a new country or customer segment - attractiveness, entry mode, localisation, regulatory checks, go-to-market and phases with kill criteria. Use when a company is expanding.
- Plan a small business price rise
Decides how much to raise prices and on which items after costs go up, for a cafe, salon, trade or shop - margin effect, sales you can afford to lose, rounding and timing.
- Plan a second location
Plans whether and how to open a second shop, cafe, salon or clinic - readiness tests, site criteria, money questions for an adviser, the systems and manager needed, and a go or no-go list.
- Plan a leadership strategy offsite
Designs a leadership strategy offsite - pre-work, a timed agenda, decision sessions, facilitation methods, and the outputs and follow-up the team leaves with.
- Price a commercial cleaning contract
Prices a commercial cleaning contract from site size, tasks, frequency and production rates - labour, on-costs, consumables, travel, supervision and margin - with a bid price and assumptions.
- Price a salon menu by chair time
Prices a salon or barber menu from cost per chair hour, product cost and stylist level, flags services that lose money and suggests a simpler menu with add-ons.
- Prioritise strategic initiatives
Prioritises a portfolio of strategic initiatives on impact, strategic fit, cost, risk and dependencies, then recommends what to stop, start, continue and how to sequence it within capacity.
- Reduce owner dependence
Finds what in a small business only works because the owner does it - relationships, pricing, problem-solving, skills - and plans how to document, delegate and test it with the owner away.
- Run a five forces analysis
Runs a Porter's five forces analysis of an industry from supplied evidence, rates each force with its drivers, and turns the result into strategic implications and open questions.
- Run a local competitor walkround
Plans a walkround of nearby competitors for a shop, cafe or salon with what to observe and a visit sheet, then turns the visit notes into two or three moves.
- Run a PESTLE analysis
Runs a PESTLE analysis of a market from supplied evidence, rates each factor's impact and timing, and turns the most important ones into strategic questions.
- Run scenario planning
Builds three or four plausible futures from the key uncertainties, stress-tests the current strategy against each, and names early signals and no-regret moves. Use when planning under uncertainty.
- Run a SWOT analysis
Runs a SWOT analysis grounded in the evidence you supply and turns it into strategic implications and priorities, not just four lists. Use before a strategy review or a big bet.
- Run an annual business health check
Runs a yearly health check for a small business across customers, money, people, operations, risk and the owner's own load, scoring each with evidence and choosing the top three fixes.
- Set OKRs
Drafts OKRs with measurable, outcome-based key results, catching outputs disguised as outcomes, missing baselines and too many objectives. Use when planning a team's quarter or half.
- Test capacity before growth
Tests whether a service business can take more work before marketing for it - chairs, covers, vans, crews, rooms - finding the constraint, the real headroom and what it costs to lift it.
- Wargame a competitor's response
Plays a named rival in a turn-based wargame - the user makes a move such as a price cut or new location, the rival responds realistically, and the debrief shows which moves hold up.
- Write a charity three-year strategy
Writes a three-year strategy for a small charity or community group - need, mission check, priorities, what to stop, resources and measures - in a short form trustees can approve.
- Write a one-page business strategy
Interviews an owner one question at a time, then writes a one-page strategy - who the business serves, why they choose it, where it will not play, three priorities and the numbers to watch.