CT-IEF_K01v1.0
Engagement Charter Template
An engagement charter that aligns sponsor, objectives, scope, deliverables, governance, and success measures before work begins — the single source of truth for an engagement.
CT-IEF_K02v1.0
Source & Provenance Log Template
A log that records, for every fact and figure used in a deliverable, its source, date, owner, and confidence — so claims are traceable and defensible.
CT-IEF_K03v1.0
Engagement Wrap & Closeout Memo Template
A closeout memo that captures outcomes versus objectives, decisions made, value delivered, lessons, and handover so an engagement ends cleanly and the next one starts smarter.
CT-IEF_K04v1.0
Stakeholder Map
A stakeholder map identifies who matters to an engagement and how to engage each, using the power/interest grid to set engagement strategy. This template captures stakeholders, scores power and interest, and assigns an engagement approach (manage closely, keep satisfied, keep informed, monitor).
CT-IEF_K05v1.0
RACI Matrix
A RACI matrix makes responsibilities unambiguous by mapping each activity to who is Responsible, Accountable, Consulted, and Informed. This template lists activities and roles, assigns RACI with exactly one Accountable per activity, and resolves gaps/overlaps.
CT-IEF_K06v1.0
Communication Plan
A communication plan defines who needs what information, when, how, and from whom — so an engagement communicates deliberately, not by accident. This template maps audiences to messages, channels, frequency, and owners, aligned to stakeholder needs.
CT-IEF_K07v1.0
Issue Log
An issue log captures and tracks problems affecting an engagement to resolution, so issues are managed not forgotten. This template records each issue with owner, priority, status, and resolution path, and runs a review cadence.
CT-IEF_K08v1.0
Change Log
A change log records and controls changes to scope, schedule, or cost so change is managed deliberately, not by drift. This template captures each change request with impact, approval, and status, supporting change control.
CT-SL_SL.01v1.0
Cover Slide
The cover sets up the deck: it carries the governing message, context, audience, and confidentiality so the reader knows in seconds what this is and who it is for.
CT-SL_SL.02v1.0
Executive Summary
A one-slide synopsis that lets a busy executive grasp the whole story — situation, key findings, recommendation, and the ask — without the rest of the deck.
CT-SL_SL.03v1.0
Decision & Recommendation
A slide built to secure a decision: the recommendation, the rationale, the options considered, and exactly what is being asked of the audience.
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Findings Summary
Summarises the few findings that matter, each stated as a message with its supporting evidence, so the audience sees what was learned and why it is credible.
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KPI Tree
A KPI (driver) tree decomposes a top metric into the drivers beneath it, so teams see what moves the number and where to act.
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2x2 Matrix
A 2x2 maps items against two decisive dimensions to reveal clusters and priorities at a glance.
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Waterfall Chart
A waterfall bridges a starting value to an ending value through additive and subtractive steps, making the drivers of change explicit.
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Roadmap / Gantt
A Gantt-style roadmap lays initiatives across time with durations, milestones, and dependencies, so the plan and its critical moments are visible.
CT-SL_SL.09v1.0
Org Chart
An org chart shows reporting lines and structure so roles, spans, and layers are clear.
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Risk Heatmap
A risk heatmap plots risks by likelihood and impact on a colour grid, so the priority risks stand out.
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Scenario Tree
A scenario tree lays out branching futures and their outcomes so decisions can be tested against a range of possibilities.
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Benefits Funnel
A benefits funnel shows how gross opportunity narrows to realisable, net benefit after leakage and risk, so targets are credible.
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Capability Map
A capability map lays out what an organisation must be able to do, grouped by domain, as a stable backbone for strategy and design.
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Customer Journey
A customer journey slide maps the stages a customer moves through with their actions, emotions, and pain points, exposing moments to improve.
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Stakeholder Map
A stakeholder map plots stakeholders by power and interest to guide engagement and manage influence.
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Governance Forums
This slide lays out the decision bodies, their mandates, membership, and cadence, so everyone knows where decisions are made.
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Before / After
A before/after slide contrasts the current state with the target to make the change and its value vivid.
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Scorecard
A scorecard shows status across a set of measures with RAG (red/amber/green) ratings, so performance and exceptions are clear.
CT-SL_SL.19v1.0
Timeline
A timeline places key events or milestones along a single time axis to tell a sequenced story simply.
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Pricing Waterfall
A pricing waterfall bridges list price to pocket price through discounts, rebates, and leakage, exposing where margin is lost.
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Investment Case
An investment-case slide summarises the costs, benefits, payback, and risks of a proposed investment so it can be approved.
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Sensitivity (Tornado)
A tornado chart ranks how much each driver swings an outcome, so the few variables that matter are obvious.
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Process Flow
A process flow shows the steps, decisions, and handoffs of a process, optionally in swimlanes by actor, so the flow and its bottlenecks are clear.
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Capability Heatmap
A capability heatmap rates each capability by maturity (and often importance) with colour, so investment priorities stand out.
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Strategic Options Matrix
Compares strategic options against weighted criteria so the choice is transparent and defensible.
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RACI Chart
A RACI chart assigns who is Responsible, Accountable, Consulted, and Informed for each activity, removing ambiguity over ownership.
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Quote / Pull-Quote
A quote slide foregrounds a single powerful statement — a customer voice, a stat, or a principle — to anchor a point emotionally.
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Section Divider
A section divider signals a transition between parts of the deck, orienting the audience.
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Q&A / Discussion
A Q&A slide invites discussion and frames the questions you want to provoke, turning a monologue into a conversation.
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Thank You / Close
A closing slide ends the deck on the key message and a clear next step or contact, not a blank 'thanks'.
CT-SL_SL.31v1.0
Source & Provenance Appendix
An appendix that lists the sources behind the deck's facts and figures so claims are traceable and defensible.
CT-SL_SL.32v1.0
AI Risk Tier
Classifies AI use cases by risk tier and the controls each tier requires, aligning to recognised frameworks.
CT-SL_SL.33v1.0
Maturity Scorecard
Rates maturity across dimensions on a defined scale, showing current level and target, so gaps are clear.
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Cost Waterfall
A cost waterfall builds total cost from components or bridges cost between periods, exposing the drivers of cost change.
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Trend Chart
A trend (line) chart shows how one or a few series move over time, making direction and inflection points clear.
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Capability Heat Map (Dimensional)
Extends the capability heatmap to multiple dimensions (e.g., maturity, importance, risk) per capability, for a richer investment view.
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Decision Waterfall
A decision waterfall shows how a population or value narrows through sequential decision filters, exposing where the most fall out.
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Weighted Decision Matrix
Scores choices against weighted criteria to make a multi-factor decision transparent.
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Workstream Plan
A workstream plan lays out parallel workstreams, their activities, milestones, and owners, so a programme's shape is clear.
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Operating Rhythm
An operating-rhythm slide shows the cadence of recurring meetings and reviews — daily to quarterly — so the management system is visible.
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Big Stat Callout
A big-stat slide makes one number impossible to miss, with just enough context to make it meaningful.
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Three-Column Comparison
Compares three options or items across the same attributes in parallel columns, so trade-offs are obvious.
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SWOT
A SWOT slide presents internal Strengths/Weaknesses and external Opportunities/Threats in four quadrants, with the so-what actions.
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Five Forces
A Porter Five Forces slide rates the five competitive forces shaping industry profitability, with the so-what for strategy.
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Value Chain
A value-chain slide shows primary and support activities and where value or cost advantage is built.
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Quadrant (Scatter) Plot
A quadrant scatter plots items on two continuous axes (often with bubble size) to reveal positioning and outliers.
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Bridge Chart
A bridge chart connects a starting value to an ending value through the contributions in between — a general-purpose waterfall for any start-to-end story.
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Top Risks (Ranked)
A ranked top-risks slide lists the most material risks with owner, impact, and mitigation, focusing attention on what matters most.
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Maturity Radar
A radar chart shows maturity across several dimensions at once, with current versus target overlays, so the shape of capability is visible.
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Stage-Gate Funnel
A stage-gate funnel shows how ideas or candidates pass through decision gates, narrowing at each, so the pipeline and conversion are clear.
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Capital Allocation
Shows how capital is allocated across uses (reinvest, M&A, returns) with returns and rationale, so allocation discipline is visible.
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Ideal Customer Profile (ICP)
An ICP slide defines the firmographic, behavioural, and needs traits of the best-fit customer, focusing go-to-market.
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Pipeline Funnel
A sales pipeline funnel shows deals and value by stage with conversion, so coverage and bottlenecks are visible.
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ARR Bridge
An ARR bridge shows recurring revenue from start to end via new, expansion, contraction, and churn, exposing net retention.
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Margin Decomposition
A margin decomposition bridges revenue to margin (or one margin to another) by component — price, volume, mix, cost — exposing what drove the change.
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Competitive Battlecard
A battlecard contrasts us versus a competitor on the dimensions buyers care about, with proof points and objection handling.
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Roles & Responsibilities
Defines each role's purpose, responsibilities, and decision rights, so accountability is unambiguous.
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Decision Log
A decision log records key decisions with date, owner, rationale, and status, creating an auditable trail.
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Maturity vs Peer
Benchmarks the organisation's maturity against peers or best practice across dimensions, so relative position is clear.
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Commitments Table
A commitments table captures who committed to what, by when, so follow-through is tracked.
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Industry Overview
An industry-overview slide snapshots market size, growth, structure, and key trends, orienting the audience to the sector.
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Deal Summary
A deal-summary slide captures the key terms, rationale, value, and risks of a transaction on one page.
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Synergy Waterfall
A synergy waterfall builds total deal synergies from cost and revenue components, net of costs-to-achieve, so the value case is credible.
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100-Day Plan
A 100-day plan sequences the priorities, quick wins, and milestones for the first 100 days, so early momentum is deliberate.
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Workshop Opener
A workshop opener sets objectives, agenda, ground rules, and outcomes so participants know why they are there and what success looks like.
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Workshop Agenda
A workshop agenda lists timed sessions with objectives, owners, and outputs, so the session runs to time and produces results.
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Exercise Instruction
An exercise-instruction slide tells participants exactly what to do, in what groups, in how long, with what output, so an activity runs smoothly.
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Discussion Prompt
A discussion-prompt slide poses a focused question (or few) to spark structured debate.
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Decision Capture
A decision-capture slide records, live, the decision made, its rationale, owner, and next steps, so agreements stick.
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Pre-Mortem
A pre-mortem slide imagines the initiative has failed and captures why, turning hindsight into preventive action.
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2x2 with Detail
A 2x2 with detail pairs the quadrant grid with callout boxes that explain each quadrant's items and actions, for a richer decision view.
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Decision Tree
A decision-tree slide maps choices and chance events with outcomes (and optionally expected value), supporting decisions under uncertainty.
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Capability Spider
A capability spider (radar) plots capability strength across axes to show the overall shape and weak spots at a glance.
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Three Horizons
The Three Horizons slide shows how to balance today's core (H1), emerging growth (H2), and future options (H3), so growth is managed over time.
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Investment Thesis
An investment-thesis slide states why an asset or initiative will create value, the key value drivers, and the risks to the thesis.
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Cohort Retention
A cohort-retention slide shows how groups (by join period) retain over time in a triangle/heatmap, exposing retention trends.
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Unit Economics
A unit-economics slide shows the profitability of a single unit — CAC, LTV, contribution, and payback — to test whether growth is profitable.
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Go-to-Market Motion
A GTM-motion slide shows how the company acquires and grows customers — the channels, motion (sales-led, product-led, partner), and economics.
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Pricing Tiers
A pricing-tiers slide presents good-better-best packages with features, fences, and prices, so buyers self-select and value is anchored.
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Funnel Math
A funnel-math slide quantifies conversion through each step to a target outcome, so required top-of-funnel and weak steps are clear.
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NPS / CSAT
An NPS/CSAT slide shows satisfaction and loyalty metrics with trend and drivers, so customer sentiment is visible and actionable.
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Headcount Plan
A headcount-plan slide shows headcount by team over time with hires, attrition, and cost, so workforce growth is planned and costed.
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Three-Year Roadmap
A three-year roadmap shows the multi-year arc of initiatives and milestones at a strategic altitude, so the long-range plan is clear.
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Geographic Footprint
A geographic-footprint slide maps locations, markets, or coverage on a map, so spatial distribution is clear.
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Org Chart (Deep)
A deep org chart shows multiple layers of structure with spans and roles, for detailed organisation views.
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Talent Dashboard
A talent-dashboard slide shows the key people metrics — headcount, attrition, diversity, engagement, pipeline — so workforce health is visible.
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Regulatory Map
A regulatory-map slide lays out the regulations that apply by jurisdiction or topic, with status and owners, so compliance scope is clear.
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Brand House
A brand-house slide lays out brand purpose, positioning, pillars, and proof in one architecture, so the brand story is coherent.
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Launch Checklist
A launch-checklist slide lists the go-live readiness items by workstream with status and owners, so nothing is missed at launch.
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Incident Response
An incident-response slide shows the severity levels, response flow, roles, and escalation for incidents, so the team acts fast and consistently.
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Comms Cascade
A comms-cascade slide shows how a message flows to audiences through channels and owners on a timeline, so communication is coordinated.
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Cost-Out Levers
A cost-out-levers slide ranks cost-reduction levers by savings potential and ease, so the priority moves are clear.
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Synergy Timeline
A synergy-timeline slide shows when deal synergies are realised over time, net of costs-to-achieve, so phasing is credible.
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Strategic Ambition
A strategic-ambition slide states the bold, specific aspiration — where the organisation will be by when — to align and inspire.
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Open Issues
An open-issues slide lists the unresolved issues with owner, impact, and target date, so blockers are visible and driven to closure.
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Asks & Next Steps
An asks-and-next-steps slide closes with exactly what is needed from the audience and the immediate next actions, owners, and dates.
CT-SOL_SOL-EXB-001v1.0
Executive Brief
An executive brief delivers a decision-ready summary to senior leaders — answer first, support grouped, in one to two pages. This template applies the Pyramid Principle/SCQA so a busy executive gets the recommendation and the why at a glance.
CT-SOL_SOL-EXB-002v1.0
Board Memo
A board memo informs and seeks decisions from the board with the rigor governance demands — context, options, recommendation, risks, and the specific ask — answer-first and concise.
CT-SOL_SOL-EXB-003v1.0
Transformation Status
A transformation status report gives leaders a clear read on a transformation's health — progress against milestones and benefits, RAG status, risks, and decisions needed — without drowning them in detail.
CT-SOL_SOL-EXB-004v1.0
Strategic Risk Brief
A strategic risk brief gives leaders a concise view of the most significant risks to strategy — what they are, their severity, and what's being done — so risk informs decisions.
CT-SOL_SOL-EXB-005v1.0
Decision Memo
A decision memo frames a single decision for leaders — the question, the options with trade-offs, a clear recommendation, and the ask — so a decision gets made and recorded.
CT-SOL_SOL-EXB-007v1.0
Leadership Alignment
A leadership alignment brief gets a leadership team to a shared view on a strategy, priority, or change — surfacing where they agree, differ, and need to decide.
CT-SOL_SOL-EXB-008v1.0
Talking Points
Talking points equip a leader to communicate a message consistently and confidently — the key message, supporting points, anticipated questions, and answers.
CT-SOL_SOL-EXB-009v1.0
Steering Committee Update
A steering committee update keeps a programme's governance body informed and decisive — progress, decisions needed, risks, and asks — in a consistent, scannable format.
CT-SOL_SOL-PB-001v1.0
Post-Merger Integration Playbook
A Day-1-to-Day-100 integration playbook that sequences governance, synergy capture, and people/process/system integration to protect value after a deal closes.
CT-SOL_SOL-PB-002v1.0
Vendor Selection Playbook
A structured vendor selection playbook that runs requirements, RFP, weighted scoring, and total-cost-of-ownership to choose a supplier defensibly.
CT-SOL_SOL-PB-003v1.0
Strategic Initiative Playbook
A playbook to charter, mobilise, and govern a strategic initiative so it delivers measurable benefits — linking the case for change, milestones, owners, and benefits tracking.
CT-SOL_SOL-STR-001v1.0
Strategy Brief
A one-to-three-page strategy brief that states the recommendation first, then the situation, the core question, and the MECE supporting argument — built so a busy executive can decide in minutes.
CT-SOL_SOL-STR-002v1.0
Strategic Thesis
A strategic thesis states, in a page, the core argument for a strategy — the belief about how the company will win, the evidence, and the implications.
CT-SOL_SOL-STR-005v1.0
Strategic Options Matrix
A strategic options matrix lays out the strategic options on consistent criteria so leaders can compare and choose.
CT-SOL_SOL-STR-006v1.0
Competitive Positioning
A competitive positioning brief shows where a company stands versus competitors on the dimensions buyers care about, and where to differentiate. It uses a positioning map and Porter's competitive lens.
CT-SOL_SOL-STR-007v1.0
Business Model Assessment
A business model assessment evaluates how a company creates, delivers, and captures value using the Business Model Canvas, surfacing strengths, risks, and opportunities to evolve the model.
CT-SOL_SOL-STR-009v1.0
Executive Decision Brief
An executive decision brief packages a complex decision for the C-suite — the strategic question, analysis, options, recommendation, and implications — with the rigor and brevity executives demand.
CT-SOL_SOL-STR-010v1.0
Board Strategy Update
A board strategy update keeps the board engaged with strategy execution — progress against the strategic plan, shifts in the environment, and decisions needed — at the altitude a board needs.
CT-SOL_SOL-VEN-001v1.0
Company Opportunity Brief
A company opportunity brief profiles a target client and the opportunity to serve them — their situation, likely needs, and where you can help — so outreach is informed, not generic.
CT-SOL_SOL-VEN-002v1.0
Engagement Thesis
An engagement thesis states why a prospective client should engage now and why with you — the problem worth solving, the value at stake, and your distinctive fit.
CT-SOL_SOL-VEN-003v1.0
Account Pursuit Plan
An account pursuit plan sequences how to win a specific account — stakeholders, value proposition, competitive position, and the steps to the decision.
CT-SOL_SOL-VEN-004v1.0
Strategic Signal Summary
A strategic signal summary distills the external signals about a target or market — news, hiring, filings, leadership changes — into what they mean and what to do.
CT-SOL_SOL-VEN-005v1.0
Buyer Pain-Point Map
A buyer pain-point map captures the specific pains of each buyer persona in an account so messaging and solutions speak to real needs.
CT-SOL_SOL-VEN-006v1.0
Recommended Engagement
A recommended engagement brief proposes the specific way to help a client — the scope, approach, outcomes, and shape of the work — translating an opportunity into a concrete engagement recommendation.
CT-SOL_SOL-VEN-007v1.0
Outreach Brief
An outreach brief prepares a specific, personalised approach to a target — the angle, the message, the channel, and the call to action — so outreach earns a response.
CT-SOL_SOL-VEN-008v1.0
Executive Meeting Prep
An executive meeting prep brief readies you for a high-stakes client meeting — objectives, attendee insight, agenda, key messages, and anticipated questions.
CT-SOL_SOL-VEN-009v1.0
Proposal Starter
A proposal starter gives a fast, structured first draft of a client proposal — situation, objectives, approach, outcomes, team, and commercials placeholders — so a quality proposal comes together quickly.
CT-SOL_SOL-VEN-010v1.0
Consulting Opportunity Brief
A consulting opportunity brief qualifies and frames a potential consulting opportunity — the client need, fit, value, and qualification (e.g., budget, authority, need, timing) — so pursuit effort goes to real opportunities.
CT-WS_Strategicv1.0
Strategic Workshop Agenda Template
A facilitation-ready agenda template for a strategy workshop — objectives, pre-work, timed sessions, decision points, and outputs — so the session produces decisions, not just discussion.
CT-WS_W01v1.0
Pre-Workshop Interview Guide
A pre-workshop interview guide structures one-on-one conversations before a workshop to gather context, surface issues, and build buy-in. This template provides open questions, probes, and capture structure across themes.
CT-WS_W02v1.0
Workshop Discussion Guide
A discussion guide gives the facilitator the structured questions and flow to run productive workshop discussions that move from divergence to decision. This template sequences framing, exploration, and convergence questions per agenda segment, with timing and facilitation notes.
CT-WS_W03v1.0
Workshop Exercise Sheets
Exercise sheets are the structured worksheets participants complete during workshop activities — canvases, matrices, and templates that turn discussion into captured output. This template provides ready exercise formats (e.g., 2x2 prioritisation, affinity, SWOT, brainwriting) with instructions.
CT-WS_W04v1.0
Workshop Synthesis Report
A synthesis report turns a workshop's outputs into a clear, actionable record — decisions, actions, themes, and next steps — distributed quickly while momentum is high. This template structures the report (executive summary, decisions, actions with owners, themes, parking lot, next steps).
CT-WS_W05v1.0
Pre-Workshop Survey
A pre-workshop survey gathers participant context, expectations, and inputs before the session so the agenda is built on evidence, not assumption. This template structures the questions — current state, desired outcomes, pain points, and constraints — and turns responses into pre-read and agenda inputs.
CT-WS_W06v1.0
Workshop Logistics Plan
A workshop logistics plan covers the practical scaffolding — venue/platform, timing, roles, materials, and contingencies — so facilitation can focus on content, not the room. This template captures the run-of-show, room or virtual setup, materials checklist, and roles (facilitator, scribe, timekeeper, tech host).
CT-WS_W07v1.0
Workshop Pre-Read Pack
A pre-read pack gives participants the context and data they need before the session so the room is spent on decisions, not briefing. This template structures concise, scannable pre-reads — context, data, the questions to be decided, and any framing — with a clear ask and reading time.
CT-WS_W08v1.0
Ground Rules Card
A ground-rules card sets the behavioural norms that make a workshop psychologically safe and productive — agreed, visible, and enforced. This template offers a starter set (one conversation at a time, build don't block, disagree then commit, devices down, time-boxed) and a method to co-create and display them.
CT-WS_W09v1.0
Parking Lot Tracker
A parking-lot tracker captures off-topic but important items so the workshop stays on track without losing them. This template provides the capture format (item, raised-by, type, owner, next step) and the discipline to review and assign parked items before close.
CT-WS_W10v1.0
Energy Check
An energy check is a fast pulse on how the group is feeling and engaging, so the facilitator can adapt pace, breaks, and method. This template offers quick check-in/check-out methods (one-word, 1–5 scale, mood cards) and guidance on responding to low energy.
CT-WS_W11v1.0
Decision Voting
A decision-voting template gives the group a fair, fast way to converge using the right method for the decision — dot voting to narrow many options, fist-to-five or gradients of agreement to test consensus on one. It prevents the loudest voice from dominating by structuring participation.
CT-WS_W12v1.0
Live Capture Canvas
A live capture canvas records the workshop's thinking in real time — decisions, actions, ideas, and open questions — in a shared, visible structure so the output is co-owned and nothing is lost. This template provides the canvas zones (decisions, actions/owners, ideas, parking lot, questions) and capture discipline.
CT-WS_W13v1.0
Breakout Group
A breakout-group template structures small-group work so larger workshops get depth and broad participation, then converge. This template covers grouping, clear briefs and roles, time-boxing, and structured report-back/synthesis.
CT-WS_W14v1.0
Reflection Round
A reflection round closes a session or phase by helping the group make sense of what happened and what to carry forward — the learning that turns activity into improvement. This template offers structured reflection methods (what/so-what/now-what; start-stop-continue; plus-delta) and capture.
CT-WS_W15v1.0
Off-Site Facilitation Plan
An off-site facilitation plan designs a multi-session, often multi-day event end to end — objectives, arc, sessions, energy management, logistics, and follow-through — so an expensive gathering produces decisions and alignment, not just discussion. This template sequences the arc (open, diverge, converge, commit), balances content with connection, and plans the after-action.
CT-WS_W16v1.0
Board Workshop Facilitation
A board workshop demands a higher bar: senior stakes, scarce time, and decisions that must stick. This template designs board-level facilitation — tight pre-reads, a decision-focused agenda, neutral facilitation that manages power dynamics, and clear decision capture.
CT-WS_W17v1.0
Innovation & Ideation Workshop
An ideation workshop generates and then narrows ideas using structured creativity — separating divergent generation from convergent selection. This template applies methods like brainstorming, SCAMPER, and de Bono's Six Thinking Hats to widen the option space, then prioritisation to converge.
CT-WS_W18v1.0
Conflict Resolution Workshop
A conflict-resolution workshop turns unproductive tension into understanding and workable agreements. This template uses the Thomas-Kilmann conflict modes (competing, collaborating, compromising, avoiding, accommodating) to build awareness, and interest-based methods to move from positions to underlying interests and options.
CT-WS_W19v1.0
Quarterly Review Workshop
A quarterly review (QBR-style) workshop steps back from the day-to-day to assess progress against goals, learn, and re-prioritise for the next quarter. This template structures the review — results vs.