VISION & PLANNING
PPR Resources
Vision
Aligning and Documenting Vision
A framework to consider the various elements that make up a vision for a business; use this template to think specifically about the various elements in isolation.
The Three Pictures
You chose the timeframes of the lens you want to look through in your business, then think about what the picture of the business might look like in the future. Thinking about metrics but also a narrative of where you would like the business to be. The three pictures must lead onto each other.
Marketing
Marketing Focus Model
A cycle to detail various pieces of your business, this model is about giving clarity and focus to your ideas, it can be used when thinking about your company or the products you offer. Start at the top and work your way round. You might want to have a number of versions of this model to refer back to.
SWOT Analysis
A well know tool to use to understand your Strengths, Weaknesses, Opportunities and Threats. Use this when diagnosing where your business is.
PESTEL Analysis
Similar model to the SWOT, but focusing on other lenses of consideration. Often over looked!
Product
Product Design Balance
Create the right product, create the product right, create the product quickly
Product Design - Features, Benefits, Emotions
Use the model to help shape your product offering, who it is for and why they need it.
Operations
Capacity and Fulfillment Modelling Template
This is a working model to help forecast tasks, capacity and fulfillment of services.
Finance
Budget Model Template
This working model might be daunting to start off with. Here you can work through line by line of your sales and your costs to get a financial picture of where your business is heading.
Simple Cashflow Forecast
Cash is king in any business. Use this model to forecast where your cash situation might be, you can have different versions of this model as you adjust your tactics.
Course / Event ROI Calculator
If you run courses or events as a product, this tool will come in handy to calculate the revenue you will make and the various costs you will incur. From there you can see what you return on investments will be for each event or course you run. It’s amazing how the small costs add up.
