Toolkit to Protect the Health of Your Business

Build a Strategic Roadmap, Business Health Metrics and 90-Day Action Plan.

For leaders who need agile planning tools to adapt to rapid change.

Four Components to Agile Planning & Management:

Templates & Videos:

  • Cash Runway Excel Template informed by your cash reserves and expenses.
  • Strategic Roadmap PowerPoint Template to create 90-Day Action Plan.
  • Guide to develop Business Health Metrics.
  • Checklist to weekly Health Checkins (aka MetricMondays).

Follow A Video Workshop Led by our Senior Strategists

Follow our chaptered workshop video from our senior strategists detailing how to use each resource in this toolkit.

Need More Help? Let’s Build Your Strategic Roadmap and 90-Day Action Plan.

We’ll put a senior strategist on your team to build your organization’s plan and cash runway in four remote workshops.


Success isn’t a list of flashy logos. It’s about helping anyone who wants to lead a great organization. If that’s you, join our list of clients – you’re in good company:

A Dose of Strategy.

Actionable tips, case studies, best practices in your inbox every other week.