Start smaller than an engagement.

Organizational Health Check

A 10-minute self-assessment to see where your organization needs the most help.

• 20-question checklist across strategy, HR, and operations
• Simple scoring guide to interpret your results
• A suggested next toolkit based on your score

One-Page SWOT & Priorities Worksheet

A simple worksheet to structure your next planning conversation.

• One-page SWOT analysis template
• Priority-setting matrix (impact vs. effort)
• Quick-fill instructions

Strategic Planning Canvas

A one-page canvas to map your organization's strategic direction in a single sitting.

• Editable strategic planning canvas (vision, priorities, initiatives, metrics)
• Facilitator's guide for running a 2-hour planning session
• Sample filled-in canvas for reference

Training Needs & Session Design Kit

Figure out what training your team actually needs, then design a session that delivers it.

• Training needs assessment questionnaire
• Session design template (objectives, activities, timing)
• Post-training evaluation form

Succession Planning Toolkit

Score which roles would hurt most to lose, and find out who is actually ready to step in.

• Criticality scoring sheet that bands every position automatically
• Successor assessment matrix — 7 criteria, computed readiness status
• Succession bench that counts its own depth and strength
• Competency gap profile, definitions, and a configurable scoring sheet

Competency-Based HR Starter Kit

Build the foundation for competency-based hiring, development, and performance management.

• Competency dictionary template (core, leadership, functional)
• Job-to-competency mapping worksheet
• Competency-based interview question bank

Healthcare Quality Improvement Toolkit

A practical starting kit for running your first structured quality improvement cycle.

• Process audit checklist
• Root-cause analysis worksheet (fishbone + 5 whys)
• QI action plan template (PDSA-based)

Strategy Sprint Practitioner Program

The full toolkit bundle, plus a live orientation call to help you apply it right.

• Strategic Planning Canvas + Competency-Based HR Starter Kit, bundled
• 30-minute video call walkthrough with our principal consultants and subject matter experts
• Email support for questions while you apply the toolkit

Complete Toolkit Library

Every paid toolkit we offer, bundled together, for less than the price of any two on their own.

• One-Page SWOT & Priorities Worksheet
• Strategic Planning Canvas
• Training Needs & Session Design Kit
• Competency-Based HR Starter Kit
• Healthcare Quality Improvement Toolkit