Strategy, Growth & Industry

Strategy, Growth & Industry

Growth strategy, market entry, industry scans and sector playbooks — strategy in its commercial and industry context.

104 assets in this collection 2 sub-series Read tier · Member access Published Q2 2026
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CT-IND_IND-001v1.0

Manufacturing Process Pack

Discrete and process manufacturing — value chain, core operating processes, KPIs and standards.

CT-IND_IND-002v1.0

Retail & E-commerce Process Pack

Retail and e-commerce — from merchandising and supply chain to omnichannel selling and fulfilment.

CT-IND_IND-003v1.0

Banking & Financial Services Process Pack

Retail and commercial banking — from customer onboarding and lending to payments and risk.

CT-IND_IND-004v1.0

Insurance Process Pack

Insurance (P&C and life) — from product and underwriting to claims and reinsurance.

CT-IND_IND-005v1.0

Healthcare Provider Process Pack

Healthcare providers — from patient access and care delivery to revenue cycle and quality.

CT-IND_IND-006v1.0

Pharma & Life Sciences Process Pack

Pharma and life sciences — from R&D and clinical trials to manufacturing (GMP), supply and pharmacovigilance.

CT-IND_IND-007v1.0

SaaS & Technology Process Pack

SaaS/technology — from product development and GTM to customer success and platform ops.

CT-IND_IND-008v1.0

Telecommunications Process Pack

Telecom — from network planning to service fulfilment, assurance and billing, aligned to eTOM.

CT-IND_IND-009v1.0

Energy & Utilities Process Pack

Energy and utilities — from generation/network to metering, billing and customer service.

CT-IND_IND-010v1.0

Oil & Gas Process Pack

Oil & gas — across upstream, midstream and downstream — with HSE and asset integrity.

CT-IND_IND-011v1.0

Logistics & Transportation Process Pack

Logistics and transportation — from network and capacity to execution, visibility and settlement.

CT-IND_IND-012v1.0

Automotive Process Pack

Automotive — from product development (APQP) and supply to manufacturing, dealer and aftersales.

CT-IND_IND-013v1.0

Aerospace & Defense Process Pack

Aerospace & defense — from design and program management to manufacturing (AS9100), MRO and compliance.

CT-IND_IND-014v1.0

Consumer Packaged Goods Process Pack

CPG — from innovation and demand planning to manufacturing, trade and retail execution.

CT-IND_IND-015v1.0

Public Sector Process Pack

Public sector/government — from policy and service design to citizen service delivery, procurement and oversight.

CT-IND_IND-016v1.0

Higher Education Process Pack

Higher education — from recruitment and admissions to teaching, research and student services.

CT-IND_IND-017v1.0

Professional Services Process Pack

Professional services — from pursuit and engagement delivery to resourcing and billing.

CT-IND_IND-018v1.0

Media & Entertainment Process Pack

Media & entertainment — from content development and production to distribution, monetisation and rights.

CT-IND_IND-019v1.0

Hospitality & Travel Process Pack

Hospitality & travel — from distribution and reservations to guest experience, operations and revenue management.

CT-IND_IND-020v1.0

Real Estate & Construction Process Pack

Real estate & construction — from development and design to construction, handover and asset management.

CT-IND_IND-021v1.0

Agribusiness Process Pack

Agriculture & agribusiness — from inputs and production to harvest, processing and distribution.

CT-IND_IND-022v1.0

Mining & Metals Process Pack

Mining & metals — from exploration and extraction to processing, logistics and sustainability.

CT-IND_IND-023v1.0

Non-Profit & NGO Process Pack

Non-profits & NGOs — from fundraising and program delivery to grants, M&E and governance.

CT-IND_IND-024v1.0

Chemicals Process Pack

Chemicals — from R&D and process manufacturing to supply, EHS and product stewardship.

CT-IND_IND-025v1.0

Food & Beverage Process Pack

Food & beverage manufacturing — from product development and sourcing to production (HACCP), quality and distribution.

CT-STR_STR-CUS-001v1.0

Brand Strategy

A brand strategy defines the promise a company makes, the position it claims in the buyer's mind, and the system that keeps that promise consistent across every touchpoint. This template runs a brand engagement end to end: it diagnoses current equity, sets a differentiated position, designs the architecture and identity system, and instruments the metrics that prove equity is compounding.

CT-STR_STR-CUS-002v1.0

Go-to-Market Strategy

A go-to-market (GTM) strategy is the connected system that takes an offer to a defined market and converts it to revenue. This template treats GTM as six interlocking components — ideal customer profile, account targeting and segmentation, motion selection, messaging and positioning, channel and hand-off design, and a metrics spine.

CT-STR_STR-CUS-003v1.0

Pricing Strategy & Monetisation

Pricing is the fastest lever on profit and the least-managed. This template builds a value-based pricing strategy: it quantifies the economic value the offer creates, tests willingness to pay, designs the price structure and packaging, and plugs the margin leaks that hide in the price waterfall.

CT-STR_STR-CUS-004v1.0

Sales Transformation

Sales transformation redesigns how a revenue organisation sells — its motions, process, enablement, technology, and metrics — to lift productivity and predictability. This template takes an end-to-end lead-to-cash view, assesses RevOps maturity, rebuilds the pipeline and forecasting discipline, and equips reps with the automation and AI that reclaim selling time.

CT-STR_STR-CUS-005v1.0

Marketing Operating Model

A marketing operating model defines how the marketing function is organised, governed, and run so it can deliver consistent market choices at scale. This template uses the 4-Box model — structure, governance, processes, and capabilities — to redesign the function: it sets the org design and decision rights, defines the core workflows and how agile squads interface with central standards, builds a capability and martech maturity baseline, and connects technology, data, and process into one measurable system.

CT-STR_STR-CUS-006v1.0

Customer Data Platform Strategy

A customer data platform (CDP) unifies fragmented customer data into persistent, governed profiles and makes them available in real time for personalisation, analytics, and AI-driven activation. This template sets CDP strategy before tooling: it prioritises the activation use cases that justify the platform, designs the data and identity-resolution model, sets the governance and consent foundation required before any data is ingested, and selects the architecture — packaged, composable (warehouse-native), or hybrid.

CT-STR_STR-DIG-001v1.0

Digital Strategy & Transformation

A digital strategy defines how a business creates and captures value through technology, and the transformation programme that gets it there. This template separates the three things often confused — digitisation (analog to digital), digitalisation (improving processes with digital), and true digital transformation (new business and operating models) — then aligns the organisation across strategy, process, technology and data, people, governance, and partnerships.

CT-STR_STR-DIG-002v1.0

Customer Experience (CX) Strategy

A customer experience strategy makes the experience a deliberate, measured system rather than an accident of individual interactions. This template sets a specific, measurable CX vision, maps the end-to-end customer journey to find moments of truth and friction, and instruments the three complementary metrics — CSAT for specific interactions, CES for effort, and NPS for loyalty — into one feedback loop.

CT-STR_STR-DIG-003v1.0

Customer Journey Map

A customer journey map visualises the end-to-end experience a customer has with an organisation — stages, actions, emotions, touchpoints, and pain points — to find where to improve. This template builds a research-grounded map across the lifecycle, marking moments of truth and opportunities.

CT-STR_STR-DIG-004v1.0

Service Design Blueprint

A service blueprint maps every customer touchpoint alongside the frontstage and backstage actions and support processes that must fire to deliver the service. This template builds the blueprint: it lays out customer actions and physical evidence above the line of interaction, frontstage employee/system actions above the line of visibility, backstage actions below it, and the support processes beneath.

CT-STR_STR-DIG-005v1.0

Product Strategy & Roadmap

A product strategy sets the vision, target market, and bets that turn a product into a business, and the roadmap that sequences them. This template defines the product vision and the problem it solves, sets outcome objectives as OKRs, and prioritises the backlog with RICE (Reach, Impact, Confidence, Effort) so the roadmap follows evidence rather than the loudest voice.

CT-STR_STR-DIG-006v1.0

Digital Operating Model

A digital operating model organises the enterprise around enduring products and outcomes rather than temporary projects. This template designs that model: cross-functional product/experience pods that own delivery end to end, platform and shared-services teams that accelerate them, and lightweight outcome-based governance funded through OKRs.

CT-STR_STR-DIG-007v1.0

Content & Channel Strategy

A content and channel strategy delivers consistent, relevant experiences across every channel by managing content as a reusable asset rather than per-channel one-offs. This template builds the four pillars of an omnichannel approach — a centralised content repository, channel-agnostic content architecture, unified customer data, and governance and workflow controls — then adapts a core brand message to each channel's strengths while keeping it coherent.

CT-STR_STR-ESG-001v1.0

ESG Strategy

An ESG strategy sets how a company manages its environmental, social, and governance impacts and discloses them credibly. This template runs a materiality assessment to focus on the issues that matter most to stakeholders and the business, aligns disclosure to recognised frameworks (GRI for stakeholder impact, SASB for financial materiality), and sets targets and governance.

CT-STR_STR-ESG-002v1.0

Climate Risk & Net Zero

A climate and net-zero strategy treats climate change as a material driver of physical and economic risk and sets a credible, science-based path to decarbonise. This template assesses climate risk, sets science-based targets via the SBTi Corporate Net-Zero Standard, prioritises direct emissions reductions across operations and the value chain (scopes 1–3), and builds resilience.

CT-STR_STR-ESG-003v1.0

Circular Economy

A circular-economy strategy designs out waste and keeps products and materials in use at their highest value, regenerating nature. This template applies the Ellen MacArthur Foundation's three principles — eliminate waste and pollution, circulate products and materials, regenerate nature — and circular business models (rental, repair, refurbishment, remanufacture) that favour the inner loops where most value is preserved.

CT-STR_STR-IND-001v1.0

Core Banking Modernisation

Core banking modernisation replaces or progressively renews the systems at the heart of a bank to gain agility, faster innovation, and better customer experience. This template treats modernisation as a systemic overhaul — operating model, risk, talent, and product, not only technology — and favours composable, progressive modernisation (modular components, incremental migration) over high-risk full replacement, governed by a modernisation control tower.

CT-STR_STR-IND-002v1.0

Insurance Underwriting Transformation

Underwriting transformation turns risk assessment into an intelligent, adaptive, scalable function using data, automation, and AI — while keeping pricing accurate and governed. This template embeds underwriting in the broader transformation agenda: strengthening data maturity, automating low-value manual work, and applying analytics for dynamic, accurate pricing, with straight-through processing for simple risks and underwriter focus on complex ones.

CT-STR_STR-IND-003v1.0

Healthcare Provider Strategy

A healthcare provider strategy shifts from volume to value — reimbursement and care organised around patient outcomes and quality, not service count. This template defines the value-based care model, optimises patient flow across the hospital, and instruments outcome and quality metrics (e.g., HEDIS-style) with the data and care-coordination structures to support them.

CT-STR_STR-IND-004v1.0

Life Sciences R&D Strategy

A life-sciences R&D strategy allocates scarce R&D capital across a portfolio of programmes to maximise risk-adjusted value, using disciplined stage-gate governance. This template applies stage-gate go/no-go decisions at each phase, portfolio optimisation on risk-adjusted NPV (rNPV), and consistent, criteria-driven thresholds — concentrating investment where evidence supports it and killing weak programmes early (notably the Phase II choke point).

CT-STR_STR-IND-005v1.0

Public Sector Service Transformation

Public-sector service transformation is the long-term redesign of government services and operations to deliver better citizen outcomes using digital. This template applies citizen-centric design and OECD digital-government principles (user-driven, data-driven, open by default, proactive), modern architecture (APIs, cloud, shared platforms), and inclusive, accessible service design tested with diverse citizens.

CT-STR_STR-IND-006v1.0

Energy Transition & Net Zero

An energy transition and net-zero strategy sets an organisation's path to decarbonise its energy use and operations on a credible, science-based trajectory. This template baselines emissions (scopes 1–3), sets science-based targets (SBTi), prioritises decarbonisation levers (efficiency, electrification, renewables, value-chain), and builds resilience to transition risk.

CT-STR_STR-IND-007v1.0

Retail & Consumer Strategy

A retail and consumer strategy delivers a seamless customer journey across every channel by moving beyond omnichannel consistency to unified commerce — one integrated system across browsing, buying, fulfilment, and service. This template designs the unified-commerce architecture, optimises assortment using POS and inventory data, and centralises customer data for individual-level insight.

CT-STR_STR-IND-008v1.0

Telecom BSS/OSS Transformation

A telecom BSS/OSS transformation repositions operational and business support systems as engines of growth and monetisation, not back-office cost. This template adopts open APIs and the TM Forum Open Digital Architecture (ODA) for interoperability, moves to cloud-native, iterative delivery, and enables new monetisation (5G network slicing, B2B2X, network-as-a-service).

CT-STR_STR-MAS-001v1.0

Application Managed Services

Application managed services (AMS) provide ongoing support, maintenance, and enhancement of applications against agreed service levels. This template designs the AMS model using ITIL service-management practices: a delivery model (who supports what), a measurement model (SLAs, KPIs, SLOs), and a governance model (priorities, performance, change, escalation).

CT-STR_STR-MAS-002v1.0

Cyber SOC & Managed Detection and Response

A managed security operations capability provides round-the-clock monitoring, detection, and response. This template designs the model — a Security Operations Center (SOC) or Managed Detection and Response (MDR) service — built on SIEM (centralised log analysis), SOAR (automation/orchestration), and expert analysts for threat hunting and incident response.

CT-STR_STR-MAS-003v1.0

Finance & Accounting Managed Services

Finance and accounting managed services optimise the finance function by delivering transactional processes through shared services or outsourcing. This template chooses the operating model — shared service center (SSC), business process outsourcing (BPO), global business services (GBS), or a hybrid — for value-preservation processes (AP, AR, general accounting), balancing speed, cost, and control.

CT-STR_STR-MAS-004v1.0

HR Outsourcing

HR outsourcing (HRO) contracts an external provider to deliver some or all HR functions — most commonly payroll, benefits administration, and compliance — while strategic HR stays in-house. This template selects the HRO model (PEO co-employment, ASO administrative services, or managed HR services), scopes what to outsource vs.

CT-STR_STR-OPS-001v1.0

Operations Strategy

An operations strategy aligns the operating system — capacity, process, technology, supply, and people — to the competitive priorities the business chooses to win on. This template sets those priorities (cost, quality, delivery, flexibility), assesses where operations sits on the Hayes–Wheelwright four-stage maturity model, and translates the chosen priorities into structural and infrastructural decisions.

CT-STR_STR-OPS-002v1.0

Process Reengineering

Business process reengineering (BPR) is the fundamental rethinking and radical redesign of a process to achieve dramatic — not incremental — improvement in cost, quality, service, and speed. This template applies the Hammer & Champy approach: it maps the end-to-end process, challenges the assumptions that shaped it, eliminates non-value-added work, and redesigns around outcomes, often enabled by technology.

CT-STR_STR-OPS-003v1.0

Lean Six Sigma Programme

A Lean Six Sigma programme improves existing processes by removing waste (Lean) and reducing variation (Six Sigma) using the data-driven DMAIC cycle. This template stands up the programme: it defines the improvement portfolio, runs projects through Define–Measure–Analyze–Improve–Control, baselines process performance and sigma level, and builds the control plans that make gains stick.

CT-STR_STR-OPS-004v1.0

Supply Chain Strategy

A supply chain strategy designs how the network plans, sources, makes, delivers, and returns to meet service and cost goals while staying resilient. This template uses the SCOR reference model to map and benchmark the chain, segments the supply chain so different products and customers get fit-for-purpose models, analyses cost-to-serve, and builds resilience through visibility, dual sourcing, and buffers.

CT-STR_STR-OPS-005v1.0

Procurement Strategy

A procurement strategy turns spend into a managed source of value, risk reduction, and supplier innovation — not just price savings. This template starts from spend analysis, segments the supply base with the Kraljic matrix (profit impact × supply risk), and builds differentiated category strategies for strategic, leverage, bottleneck, and non-critical spend.

CT-STR_STR-OPS-006v1.0

Manufacturing 4.0 & Smart Operations

Manufacturing 4.0 makes the shop floor agile and data-driven, using Industry 4.0 technologies — IIoT, analytics, digital twins, automation — to lift productivity, quality, and uptime. This template prioritises high-value use cases (production visibility, predictive maintenance, quality, supply-chain integration), designs the data and technology foundation, and scales from pilot to plant.

CT-STR_STR-OPS-007v1.0

Sales & Operations Planning (S&OP / IBP)

Sales & Operations Planning (S&OP) — maturing into Integrated Business Planning (IBP) — is the monthly cross-functional process that balances demand and supply against the financial plan. This template designs the cycle: a repeatable monthly sequence (product, demand, supply, reconciliation, executive review), a maturity assessment against the Gartner five-stage model, and the move from tactical S&OP toward IBP that aligns sales, marketing, operations, and finance over a longer horizon.

CT-STR_STR-OPS-008v1.0

Quality Management

A quality management system embeds quality across the organisation, combining the structure of ISO 9001 with the company-wide, continuous-improvement philosophy of Total Quality Management (TQM). This template applies the seven quality-management principles (customer focus, leadership, engagement, process approach, improvement, evidence-based decisions, relationship management) and the Plan-Do-Check-Act cycle to reduce cost of poor quality and lift customer satisfaction.

CT-STR_STR-PEO-001v1.0

Organisational Design

Organisational design translates strategy into the structure, processes, rewards, and people choices that make it deliverable. This template applies Galbraith's Star Model — strategy, structure, processes, rewards, people — recognising that structure alone is insufficient: lateral processes, incentives, and talent must align to make new behaviours stick.

CT-STR_STR-PEO-002v1.0

Workforce Strategy & Planning

Strategic workforce planning starts from where the business needs to be in a few years and works backward to the talent required, at the job-family level. This template projects workforce demand and supply, identifies the gaps, and closes them with a build-buy-borrow-bot portfolio — reskill, hire, contract, or automate — with an owner, timeline, and tracking per critical job family.

CT-STR_STR-PEO-003v1.0

Change Management

Change management makes a transformation stick by leading the organisation and supporting individuals through it. This template combines Kotter's 8-Step model (organisation-level: urgency, coalition, vision, communication, empowerment, wins, consolidation, anchoring) with the ADKAR model (individual-level: awareness, desire, knowledge, ability, reinforcement) — top-down direction plus bottom-up adoption.

CT-STR_STR-PEO-004v1.0

Talent Strategy

A talent strategy ensures the organisation attracts, develops, and retains the people it needs to deliver strategy, with a pipeline of future leaders. This template calibrates talent on the 9-box grid (performance × potential), builds succession plans with readiness timelines, and balances build-buy-borrow to source critical roles.

CT-STR_STR-PEO-005v1.0

Learning & Capability

A learning and capability strategy builds the skills the organisation needs, blending on-the-job, social, and formal learning. This template applies the 70-20-10 model — roughly 70% experiential, 20% social, 10% formal — to design programmes that transfer to performance rather than stopping at the classroom.

CT-STR_STR-PEO-006v1.0

Culture Diagnostic

A culture diagnostic surfaces how the organisation actually works beneath the surface, so culture can be shaped deliberately. This template combines Schein's three levels — artifacts, espoused values, and underlying assumptions — to interpret why a culture exists, with the Competing Values Framework to profile and target the culture type.

CT-STR_STR-PEO-007v1.0

HR Operating Model

An HR operating model makes HR simultaneously more strategic and more efficient. This template applies the Ulrich model — HR business partners embedded with the business, centres of excellence that build specialist practices, and shared services that deliver transactions at scale — and defines how the three interact, plus the technology and data to support them.

CT-STR_STR-PMO-001v1.0

Programme Management

Programme management coordinates a set of related projects to deliver strategic outcomes and benefits that no single project could. This template applies MSP (Managing Successful Programmes) — principles, governance themes, and a transformational flow — to govern complex, benefits-led change: defining the vision, organising the projects into a coherent programme, and managing benefits, risk, and stakeholders to lasting outcomes.

CT-STR_STR-PMO-002v1.0

Transformation Roadmap

A transformation roadmap and Transformation Management Office (TMO) bridge the gap between transformation strategy and execution. This template sequences a master portfolio of initiatives into waves with dependencies, milestones, and capacity constraints, and stands up a TMO covering goals/investments, portfolio & governance, mobilisation, reporting/forecasting, and change.

CT-STR_STR-PMO-003v1.0

Value Tracking & Benefits Realisation

Benefits realisation management ensures that the value promised in a business case is actually delivered. This template identifies, defines, plans, tracks, and realises benefits using a benefits map (linking initiatives and enablers to outcomes and strategic objectives), a benefits register and profiles, and a realisation plan with owners and metrics.

CT-STR_STR-PMO-004v1.0

Quality Assurance

Quality assurance builds quality into how work is done, preventing defects rather than only catching them. This template defines a QA strategy across the delivery lifecycle: standards, test strategy and management, defect lifecycle, and clear exit/release criteria — distinguishing QA (process, prevention) from QC (testing, detection).

CT-STR_STR-RES-001v1.0

Industry Outlook

An industry outlook assesses the attractiveness and trajectory of an industry to inform strategy. This template applies the standard consulting sequence — PESTEL to scan the macro-environment, Porter's Five Forces to assess industry structure and profitability, then synthesis into implications.

CT-STR_STR-RES-002v1.0

Executive Briefing & White Paper

An executive briefing or white paper establishes thought leadership by delivering original, evidence-based insight — not a sales pitch — to decision-makers. This template structures the piece around a compelling title, an executive summary that hooks scanning executives, a well-defined problem statement, evidence-backed analysis, and a clear point of view, tailored to the target audience.

CT-STR_STR-RES-003v1.0

Benchmark Study

A benchmark study compares performance and practices against relevant peers or best-in-class to find improvement opportunities. This template selects the benchmarking type (internal, competitive, best-in-class, process, or performance), defines metrics and data collection, analyses gaps, and turns insight into actions.

CT-STR_STR-RSK-001v1.0

Enterprise Risk Management

Enterprise risk management (ERM) integrates risk into strategy and performance rather than treating it as a compliance silo. This template applies the COSO ERM 2017 framework — governance and culture, strategy and objective-setting, performance, review and revision, and information/communication/reporting — to set risk appetite, identify and assess risks by severity, and embed risk in decision-making.

CT-STR_STR-RSK-002v1.0

Internal Audit Plan

A risk-based internal audit plan concentrates assurance where residual risk is highest, coordinated with the other lines of defence. This template builds the audit universe, scores it on inherent risk and control effectiveness, and allocates audit effort to the highest residual risk — using the IIA Three Lines Model so internal audit gives independent assurance over governance, risk, and control.

CT-STR_STR-RSK-003v1.0

Financial Statement Audit

A financial statement audit provides independent assurance that financial statements are fairly stated, following a risk-based approach and applicable standards (ISA/GAAS). This template plans the audit on assessed risk, designs controls and substantive testing of material assertions, and documents conclusions to support the opinion.

CT-STR_STR-RSK-004v1.0

SOX / ICFR Programme

A SOX programme gives management (and, for larger filers, the external auditor) a defensible basis to assert on internal control over financial reporting. This template structures ICFR around the COSO Internal Control framework — control environment, risk assessment, control activities, information and communication, monitoring — scopes significant accounts and processes, documents and tests control design and operating effectiveness, and remediates deficiencies.

CT-STR_STR-RSK-005v1.0

Regulatory Compliance

A compliance programme is a structured way to identify, assess, control, monitor, and report the risk of non-compliance with applicable laws and regulations. This template inventories the regulatory obligations, runs a compliance risk assessment (likelihood × consequence), tests the adequacy of policies and controls, and stands up monitoring and reporting.

CT-STR_STR-RSK-006v1.0

Tax Strategy & Transfer Pricing

A tax and transfer-pricing strategy aligns intercompany pricing with value creation and the arm's-length principle, and documents it to withstand audit. This template applies the OECD Transfer Pricing Guidelines and BEPS Action 13 three-tier documentation (master file, local file, country-by-country report), selects arm's-length methods, and sets the governance to keep pricing defensible across jurisdictions.

CT-STR_STR-RSK-007v1.0

Finance Transformation

Finance transformation modernises the finance function to be faster, leaner, and more insight-driven — across process, technology, data, and operating model. This template targets the close, FP&A, and transactional processes; automates with the right technology; and shifts finance from scorekeeping to business partnering.

CT-STR_STR-RSK-008v1.0

Forensic & Financial Investigation

A forensic and financial investigation applies accounting, auditing, and investigative skills to examine records for misconduct and produce evidence that withstands legal scrutiny. This template runs the investigation from suspicion to resolution: scoping, evidence preservation, document and data analysis, interviews, and reporting — using the Fraud Triangle (pressure, opportunity, rationalisation) to focus on risk and the ACFE occupational-fraud categories.

CT-STR_STR-RSK-009v1.0

Restructuring & Turnaround

A restructuring and turnaround stabilises a distressed business, then restructures and repositions it for viability. This template follows the standard four phases — diagnose, stabilise, restructure, reposition — with a 13-week cash-flow forecast as the central liquidity instrument to stop the cash bleed first.

CT-STR_STR-STR-001v1.0

Corporate Strategy

Corporate strategy decides where a multi-business company plays and how the centre adds value across the portfolio. This template sets the corporate direction, allocates capital across business units, and tests parenting advantage — does corporate ownership make each business worth more?

CT-STR_STR-STR-002v1.0

Market Entry Strategy

A market entry strategy decides whether, where, and how to enter a new market — geography, segment, or category. This template sizes the opportunity (TAM/SAM/SOM), assesses attractiveness and barriers, selects an entry mode (organic, partnership/JV, acquisition, licensing), and de-risks with a staged plan.

CT-STR_STR-STR-003v1.0

Growth Strategy

A growth strategy identifies and sequences the moves that will grow the business — across existing and new products and markets. This template applies the Ansoff matrix (market penetration, market development, product development, diversification) to map growth options, prioritises them on value and risk, and builds a growth roadmap.

CT-STR_STR-STR-004v1.0

M&A Strategy & Target Screening

An M&A strategy defines why and where to acquire, then screens targets against a disciplined fit-and-value filter so deals serve strategy rather than ego. This template sets the acquisition thesis and criteria, builds a target longlist/shortlist, and frames synergy and valuation discipline ahead of diligence.

CT-STR_STR-STR-005v1.0

Commercial Due Diligence

Commercial due diligence (CDD) audits a target's market, competitive position, and commercial viability so an investor understands what they're buying. This template works the CDD pillars — market attractiveness and sizing (TAM/SAM/SOM), competitive positioning, customer/demand, and the business plan's credibility — using PESTLE and SWOT and an attractiveness matrix.

CT-STR_STR-STR-006v1.0

Operating Model Design

An operating-model design defines how an organisation runs to deliver its strategy — across processes, people, technology, and more. This template designs a target operating model (TOM) using a structured component framework (e.g., POLISM: processes, organisation, locations, information, suppliers, management systems), moving from strategy to a coherent future-state design and the transition to it.

CT-STR_STR-STR-007v1.0

Business Case & Investment Appraisal

A business case justifies an investment by quantifying costs, benefits, and risk so leaders can decide with confidence. This template builds the case with the core appraisal techniques — NPV (value created), IRR (efficiency), and payback (liquidity) — plus cost-benefit analysis and scenario testing, using NPV as the primary value measure and no single metric in isolation.

CT-STR_STR-STR-008v1.0

Innovation & R&D Strategy

An innovation and R&D strategy decides where to place innovation bets and how to manage them across horizons. This template balances the portfolio across the three horizons (core, adjacent, transformational), runs ideas through stage-gate governance, and links R&D investment to strategy.

CT-STR_STR-STR-009v1.0

Strategic Roadmap

A strategic roadmap is the high-level visual that connects vision and goals to the major initiatives, milestones, and time horizons that deliver them. This template builds the roadmap: it links strategic priorities to sequenced initiatives across horizons, shows dependencies and milestones, and keeps the roadmap a living tool for prioritisation and agile decision-making.

CT-STR_STR-TEC-001v1.0

Enterprise Architecture

Enterprise architecture (EA) gives the organisation a coherent blueprint across business, data, application, and technology so change is planned, not accidental. This template applies TOGAF: it works the Architecture Development Method (ADM) across the four BDAT domains, captures baseline and target architectures, and produces the gap analysis and roadmap that govern technology change.

CT-STR_STR-TEC-002v1.0

Technology Strategy

A technology strategy aligns IT investment to business objectives, working backward from goals to the capabilities and platforms needed — not starting from technology in search of a use. This template sets the business context, defines technology objectives and guiding principles, prioritises initiatives against value and feasibility, and builds a capability roadmap with the governance to run it.

CT-STR_STR-TEC-003v1.0

Cloud Strategy

A cloud strategy sets why, what, and how an organisation moves to cloud — the business case, the application migration approach, and the operating model and cost discipline to run it. This template applies the 6 Rs to decide per application (rehost, replatform, repurchase, refactor, retire, retain), plans a landing zone and migration waves, and embeds FinOps so cost and value are managed from day one.

CT-STR_STR-TEC-004v1.0

Application Modernisation

Application modernisation upgrades legacy systems to reduce risk, cost, and drag while preserving business continuity. This template assesses the legacy estate for technical debt, complexity, and dependencies, then applies the Strangler Fig pattern to incrementally replace functions behind a façade — modernising without a risky big-bang rewrite.

CT-STR_STR-TEC-005v1.0

Integration & API Strategy

An integration and API strategy turns point-to-point spaghetti into reusable, governed building blocks. This template applies API-led connectivity — system, process, and experience APIs — to expose capabilities as reusable services, sets API governance and a center of excellence, and defines the integration platform approach (including iPaaS) for a distributed, microservices world.

CT-STR_STR-TEC-006v1.0

DevOps & Platform Engineering

DevOps and platform engineering accelerate safe software delivery by automating the path to production and giving teams a self-service internal platform. This template instruments the four DORA metrics — deployment frequency, lead time for changes, change failure rate, and time to restore — to baseline delivery performance, then builds CI/CD, automation, and a platform that reduces cognitive load.

CT-STR_STR-TEC-007v1.0

ERP Implementation

An ERP implementation replaces or upgrades core enterprise systems to standardise processes and data. This template runs a phased methodology (prepare, explore/design, realise/build, deploy, run — SAP Activate-style), emphasising fit-to-standard over heavy customisation, data migration, and change management.

CT-STR_STR-TEC-008v1.0

CRM Implementation

A CRM implementation deploys customer relationship management capability to improve sales, service, and marketing — but succeeds on adoption and data, not features. This template aligns CRM to the customer process, configures to standard, migrates and governs customer data, and drives user adoption.

CT-STR_STR-TEC-009v1.0

Custom Software Delivery

A custom software delivery approach builds bespoke software where off-the-shelf won't fit, using agile, product-oriented delivery with engineering discipline. This template scopes the product, runs iterative delivery (discovery → build → release) with CI/CD and quality engineering, and manages build-vs-buy and total cost of ownership.

CT-STR_STR-TEC-010v1.0

Cybersecurity Strategy

A cybersecurity strategy manages cyber risk as a business risk, organised around outcomes rather than tools. This template applies the NIST Cybersecurity Framework 2.0 — Govern, Identify, Protect, Detect, Respond, Recover — to baseline current posture, set a target profile, and prioritise the gaps that most reduce risk, including supply-chain risk.

CT-STR_STR-TEC-011v1.0

Zero Trust Architecture

Zero Trust replaces perimeter-based security with 'never trust, always verify': every access request is evaluated on identity, device posture, and context, and enforced near the resource with least privilege. This template applies NIST SP 800-207 to design the policy engine and enforcement, assess-and-segment the environment, and stage the journey from perimeter to zero trust with continuous monitoring.

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