Guide
Strategy & Alignment
When to reach for this guide
Reach for this when you need to agree on scope and direction before any screens, and want everyone bought into the same priorities.
How to use it
-
See the whole picture (session 1)
Get the goal and constraints onto one page, then map the full portfolio and where value comes from.
-
Define the target (session 2)
Test the value proposition, then define the one metric that says you're winning.
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Agree the sequence (session 3)
Prioritize together so everyone signs up to the same order of work.
What each piece does
- Project Discovery Brief
- Get the goal and constraints onto one page.
- Product & Service Inventory
- See the whole portfolio and where value comes from.
- Value Proposition Canvas
- Test the fit between offer and customer need.
- Success Metrics & North Star
- Define what 'better' means, measurably.
- Prioritization Matrices
- Agree where to invest first.
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