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How to use this · category playbooks

Category playbooks

Every category in the Library, with when to reach for it and how to put it to work — organized by our Evidence → Design → Execute operating model.

Evidence — Understand — research, diagnostics, and evidence that frame the decision.
Evidence

AI Research & Insights

When to use this

Use when shaping AI strategy or readiness and you need grounded evidence, benchmarks, and sprint structures before committing.

How to use it

  1. Read the evidence against your own baseline
  2. Pull the highest-value, lowest-regret moves
  3. Frame a short pilot with clear success measures
Open category ›
Evidence

Diagnostic Templates

When to use this

Use at the start of an engagement to assess current state objectively — readiness, risk, or capability — before deciding.

How to use it

  1. Score each dimension against the criteria with evidence
  2. Surface the largest gaps and root causes
  3. Convert gaps into a prioritized action list
Open category ›
Evidence

Intelligence & Research

When to use this

Use to gather the market, competitive, or domain evidence that frames a leadership decision.

How to use it

  1. Extract the signals relevant to your decision
  2. Separate fact from interpretation
  3. Feed the evidence into the deliverable it informs
Open category ›
Evidence

Industry Sector Packs

When to use this

Use when you need a sector-specific lens — patterns, benchmarks, and moves tuned to your industry.

How to use it

  1. Map the sector patterns onto your context
  2. Benchmark honestly against the peer set
  3. Choose the moves that fit your position
Open category ›
Evidence

Maturity Diagnostics

When to use this

Use to baseline maturity across a function or capability, and to set a defensible improvement trajectory.

How to use it

  1. Assess each maturity dimension with evidence
  2. Identify the target level and the gap
  3. Sequence the moves that raise maturity
Open category ›
Evidence

Executive & Board Outputs

When to use this

Use when evidence must be packaged for the board or executive team to inform a specific decision.

How to use it

  1. Lead with the decision and the headline
  2. Show status, risk, and the ask
  3. Back every claim with a source
Open category ›
Design — Decide — frameworks, templates, and models that design the answer.
Design

Strategic Frameworks

When to use this

Use to structure a strategy — the logic that turns evidence into a defensible direction.

How to use it

  1. Choose the framework that fits the decision
  2. Populate it with your evidence
  3. Pressure-test the logic before you commit
Open category ›
Design

Executive Templates

When to use this

Use when you need a client-ready structure to produce an executive deliverable fast.

How to use it

  1. Read the structure before filling it
  2. Replace placeholders with your specifics
  3. Tighten to the audience and review before shipping
Open category ›
Design

Execution Frameworks

When to use this

Use to design how the work will actually run — the operating logic between strategy and delivery.

How to use it

  1. Map the framework to your initiative
  2. Define owners, gates, and artifacts
  3. Confirm it is executable before launch
Open category ›
Design

Operating Frameworks

When to use this

Use to design the operating model — how the organization runs to deliver the strategy.

How to use it

  1. Define the operating principles
  2. Map roles, decisions, and cadence
  3. Test against real workflows
Open category ›
Design

Industry Frameworks

When to use this

Use to design a sector-aware approach grounded in how your industry actually operates.

How to use it

  1. Adapt the framework to sector realities
  2. Reflect regulatory and competitive constraints
  3. Translate to a sector-specific plan
Open category ›
Design

Strategy Topic Outputs

When to use this

Use when you need a structured point of view or deliverable on a specific strategy topic.

How to use it

  1. Frame the topic and the decision
  2. Build the argument with evidence
  3. Shape it into the required output
Open category ›
Design

Decision & Communication Templates

When to use this

Use to structure a decision or communicate it clearly to the people who must act.

How to use it

  1. Frame the decision and the options
  2. Make the recommendation and the ask explicit
  3. Tailor the message to each audience
Open category ›
Design

Strategy Frameworks

When to use this

Use to structure a strategy — the canonical frameworks (Porter, Blue Ocean, VRIO, JTBD) plus the financial and operational classics.

How to use it

  1. Choose the framework that fits the decision
  2. Populate it with your evidence
  3. Pressure-test the logic before you commit
Open category ›
Design

Strategy, Growth & Industry

When to use this

Use to set growth and market-entry strategy in its commercial and industry context.

How to use it

  1. Frame the growth or market-entry decision
  2. Ground it in industry and sector reality
  3. Translate it into a concrete plan
Open category ›
Execute — Activate — playbooks, roadmaps, and governance that move work into execution.
Execute

Playbooks

When to use this

Use when running an initiative and you need the step-by-step path — sequence, roles, and artifacts.

How to use it

  1. Map your situation onto the stages
  2. Assign an owner and deadline to each step
  3. Review at each gate before moving on
Open category ›
Execute

Execution & Measurement Outputs

When to use this

Use to move strategy into execution — roadmaps, milestones, KPIs, and 90-day plans.

How to use it

  1. Translate the plan into milestones and owners
  2. Define the KPIs that prove progress
  3. Set the governance cadence to track it
Open category ›
Execute

Engagement Methodology Examples

When to use this

Use to run a structured engagement end to end, following a proven methodology.

How to use it

  1. Select the methodology phase you are in
  2. Produce the artifact each phase calls for
  3. Govern transitions between phases
Open category ›
Execute

Engagement Industry Examples

When to use this

Use to see how an engagement runs within a specific industry context.

How to use it

  1. Match the example to your sector
  2. Adapt the steps to your constraints
  3. Reuse the artifacts as starting points
Open category ›
Execute

Industry Engagement Playbooks

When to use this

Use to run a sector-specific engagement with the right sequence and artifacts.

How to use it

  1. Map the sector playbook to your engagement
  2. Assign owners and gates
  3. Track delivery against the plan
Open category ›
Execute

Full Engagement Playbooks

When to use this

Use to run a complete engagement from diagnosis through activation in one connected path.

How to use it

  1. Start at diagnosis and follow the sequence
  2. Produce each stage artifact
  3. Activate the result into tracked execution
Open category ›
Execute

Governance & Workspace Reports

When to use this

Use to govern execution — status, risk, and accountability reporting that keeps work on track.

How to use it

  1. Report status, risk, and the ask
  2. Tie each item to an owner and a date
  3. Keep provenance on every number
Open category ›
Execute

Process, Workflow & Journey Design

When to use this

Use to design and run the work — workflows, operating procedures, value streams, and customer journeys, end to end.

How to use it

  1. Map the end-to-end process or journey
  2. Assign owners and controls at each step
  3. Track delivery against the design
Open category ›
Execute

Engagement, Workshop & Communication

When to use this

Use to run and communicate the work — workshops, engagement methods, solution outlines, and communication templates.

How to use it

  1. Pick the engagement or workshop format
  2. Facilitate to a clear outcome
  3. Communicate the result to those who must act
Open category ›