A working pack for CEOs, finance directors and marketing leads to use before next year's marketing budget is signed off. It sorts every material line of spend into four pots, tests each one against six plain questions, sets the level of evidence it needs to reach, and gives you a fixed quarterly review format for the year ahead. Complete it digitally, print it for a leadership session, or use the Excel ledger to track spend, evidence and decisions through the year.
Find out where your business still depends on the founder for decisions, relationships, knowledge or confidence. This practical diagnostic helps founders and leadership teams compare perspectives, identify the most material continuity risks and build a focused 90-day transfer plan.
A practical self-assessment for owners and leadership teams who expect a sale, investment, management buyout or refinancing within the next three years. It works through the six claims a buyer has to be able to verify, scores how well each one is currently evidenced, and converts the result into a twelve-month plan with owners and dates. Most of the gaps it identifies are management gaps rather than transaction gaps, which is why it is worth completing whether or not a deal is imminent.
A practical self-assessment tool for leadership teams evaluating where AI can deliver measurable operational impact.
Rapid-assessment briefing covering the financial, commercial and operating levers in a turnaround situation.
Assess whether your organisation has the strategic clarity, data foundations, governance, measurement discipline and change management capability needed to turn AI investment into measurable business value.
AI is increasingly influencing pricing, hiring, finance, customer service and operational decisions. This practical diagnostic helps founders, CEOs and leadership teams identify where AI is already shaping decisions, assign accountability, define human review points and prioritise the controls needed to use AI safely and commercially.
A decision framework for evaluating growth options across markets, products, channels and partnerships.
A scoring template for ranking AI initiatives by value, feasibility and time-to-impact.
A structured toolkit for identifying and prioritising reduction opportunities across the P&L.
A concise template for structuring high-stakes decisions for board and executive review.
A reusable charter template for defining scope, governance and success metrics for transformation programmes.
A practical template for assessing market entry opportunities across new regions, segments or channels, helping leadership teams evaluate attractiveness, strategic fit, execution requirements and go-to-market risks before committing resources.
The strategic choices that define whether a start-up
endures, stalls, or quietly disappears.
Review ten recent B2B deals to see where margin is being lost through pricing, scope, service demands, terms and approval habits. The toolkit helps leadership teams compare deal quality, identify recurring leakage and agree four practical commercial rules for future proposals.
A facilitator-ready deck for running a senior leadership alignment session on strategy, priorities and operating cadence.
A one-page canvas for redesigning operating models around capability, accountability and decision rights.
Calculate your cash conversion cycle, estimate how much cash is trapped in your business today, and pinpoint the fastest way to release it. Practical, jargon-free and built for owner-managers and CFOs.
Most AI pilots never reach the P&L. The AI-to-Margin Diagnostic is a one-page worksheet that helps your leadership team pinpoint exactly where AI value is leaking and decide what to fix first. Score any initiative in under fifteen minutes.
Most reorganisations look finished the moment the organisational chart is signed off. This 20-question diagnostic helps your leadership team find the gap between the chart and the organisation in under 30 minutes, and identifies the first three moves needed to close it.
For a decade, the market did the work and acquisitions could disappoint and still pay. Not any more. This free diagnostic helps you find out, before you sign, whether your next deal will actually earn its growth. Six tests, around 30 minutes, and the first three moves to fix any weak spot.
Too many priorities weaken delivery. The 90-Day Strategy Reset Pack helps leadership teams compare initiatives consistently, stop work that no longer earns investment and redirect capital, capability and executive attention towards the outcomes that matter most. Use the fillable diagnostic, workshop pack and Excel scorecard to turn strategic debate into explicit, funded decisions.
The rules on sustainability reporting just got shorter, but your customers, lenders and future buyers still want answers. This free diagnostic helps you decide, in under an hour, what to keep, what to drop, and what to turn into a commercial advantage. Five questions, a simple triage, and a one-page decision your leadership team can act on
Many growth targets are ambitious but under-tested. The Growth Plan Reality Check Diagnostic helps leadership teams assess whether their revenue plan is supported by clear customer choices, a sharp value proposition, productive sales activity, margin discipline and delivery capacity. Use the fillable diagnostic, workshop version and Excel scorecard to turn a growth target into a practical commercial execution plan.
AI agents don't advise, they act. This free worksheet helps your leadership team decide, task by task, how much authority a given agent should have, and what controls to put in place before you let it act. Score six dimensions, read the result on a simple matrix, and complete a seven-point safety check in under thirty minutes.
Use this diagnostic to assess whether productivity improvements, AI tools and process changes are translating into measurable business value. The scorecard helps leadership teams identify productivity leakage, prioritise the workflows that matter most and decide how released capacity should improve margin, cash, service or growth.
Most AI spend never reaches the bottom line. The AI Return Diagnostic helps your leadership team score every live AI initiative across the five points where value leaks, then decide what to scale, fix or stop. Complete it digitally, print it for a leadership workshop, or use the Excel scorecard to compare responses across your team.
Use this diagnostic to assess whether your leadership team's most important priorities are backed by clear commitments. The scorecard helps founders, CEOs and senior teams identify execution risk, clarify ownership, make trade-offs explicit and build a review rhythm that turns agreement into measurable action.
The Drift Diagnostic is a structured review that positions the business against its cost of capital and its two-year trajectory, then applies twenty-five evidence-based questions across five domains to separate cyclical pressure from structural decline. It closes with a decision structure covering the three credible roads out, and a runway calculation that shows which of them your balance sheet can still fund.
Designed for completion by a leadership team together. Provided as a fillable PDF, a print-ready version for board sessions, and an Excel scorecard that calculates results and compares responses across participants.
The Resilience Exposure Map helps founders, CEOs and leadership teams identify where the business is most exposed before the next shock turns into margin, cash or customer pressure.
The resource guides teams through five exposure categories: supplier and input, customer and market, pricing and margin, cash and funding, and technology and data. It then converts those exposures into a practical value-at-stake map, three plausible stress scenarios and a board-ready response plan.
The diagnostic works through four possible causes of the gap: capacity, capability, clarity and system. It then guides the team through a one-page mandate for the role, a fully loaded first-year cost calculation using current UK employer rates, and a structured choice between five delivery shapes: permanent hire, fractional, interim, internal promotion with support, or a systems fix.
Mid-market suppliers are answering more customer sustainability questionnaires every year, usually from scratch, usually at senior cost, and usually without knowing which accounts depend on the answer. This toolkit gives leadership teams a way to log and triage incoming requests, build the standing data set that answers most of them, and see what the process is costing against the revenue it protects. Built around the recognised VSME baseline, with model wording for the requests you should be declining. Available as a fillable PDF, a print-ready PDF for a leadership session, and an Excel scorecard.
Find where coordination is consuming management capacity. The Management Load Audit Pack helps leadership teams examine decisions, meetings, handoffs, exceptions and role clarity, then choose focused changes that improve speed and release capacity for growth.
Buyers now build vendor shortlists inside AI tools before they contact anyone. This pack gives you everything needed to find out whether your business is being recommended, ignored or described wrongly, and what to do about each result. Includes a prompt-design worksheet, a twelve-prompt recording sheet, the four-box scoring grid, a citation source tracker and a ninety-day action plan. Built for UK founders, CEOs and commercial directors to run in-house in two days, with no tools and no budget.
Turn a promising growth idea into an evidence-based investment decision. The Growth Bet Evidence Scorecard helps leadership teams assess strategic advantage, paying demand, economics, delivery and scale, then choose whether to advance, reshape, pause or stop.
A new market can look attractive on revenue and disappoint on contribution. The Reallocation Ledger helps leadership teams cost up to three candidate markets on a common basis, covering landed cost, route to market, conformity, working capital and senior time. It then tests each market for payback, concentration and reversibility before placing it on a four-rung commitment ladder. Built for UK SMEs and mid-market businesses changing where they sell.
Find where profitable growth is trapping cash. The Cash Conversion Diagnostic helps leadership teams assess commercial terms, fulfilment, billing, collection and inventory or supplier flow, then turn the biggest controllable delays into a focused 30-day action plan. Available as fillable PDF, print-ready workshop workbook and Excel leadership scorecard.
Test one workflow before committing to an AI agent. The AI Agent Workflow Readiness Diagnostic helps leadership teams assess outcome value, process clarity, information, authority, exceptions and adoption, then reach a clear stop, repair, pilot or scale decision. Available as a fillable PDF, print-ready workshop workbook and Excel leadership scorecard.
Most businesses have changed their tools and left their job descriptions alone. The Role Rewrite Workbook takes a leadership team through the redesign of a single role: cutting the job into tasks, sorting each one, recomposing what remains into something worth doing, and deciding where the released hours go before they disappear. Includes the four failure patterns to check against and a one-page role contract. Available as a fillable PDF, a print-ready workshop workbook and an Excel leadership scorecard.
The biggest risk in most founder-led businesses never shows up in the accounts. It is how much depends on you. This free diagnostic helps you measure it in under an hour, see where your business is most exposed, and leave with a clear plan to build the leadership depth that lets you grow further and sell at a full price. Six dimensions, a simple matrix, and a one-page plan.
