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Tools & canvases / Open-access commercial design

Practical frameworks for high-stakes advisory.

The practical tools, guides and canvases we use to improve the work — free to download, with our compliments. Working material, clear decisions and the traps worth avoiding.

The toolkit

Less theory.
More working material.

01

The Capability Scoping Canvas

Deconstruct sprawling, intangible consulting capabilities into fixed-scope service modules.

Helps you define explicit input criteria, fixed delivery milestones, and clear exclusions to eliminate scope creep.

60 minutes.

Printable A3 Canvas + Step-by-Step Guide.

02

The Unreasonable Hospitality Experience Journey Canvas

Map the emotional and operational touchpoints of your client lifecycle.

Identifies points of anxiety, confusion, and friction, designing signature moments of unexpected care and white-glove communication.

60 minutes.

Printable A2 Canvas + Implementation Guide.

03

The Board Briefing Scorecard Template

Replace dense narrative audit reports with a single-page executive decision artifact.

Displays current risk posture, residual exposure, and prioritized remediation actions in a format board members can read in two minutes.

45 minutes.

Keynote / PowerPoint + Design Blueprint.

04

The Advisory Feature Battlefield

Evaluate and prioritize your firm's capabilities to build a balanced service catalog.

Plots your services across operational frequency and executive value to determine what to package as retainers, sprints, or low-cost entry offers.

45 minutes.

Printable A2 Canvas + Scoring Guide.

05

The 72-Hour Tender Placemat Framework

Structure evidence-backed case studies that score maximum points in procurement matrices.

Turns vague case study paragraphs into visual single-page placemats highlighting challenge, methodology, quantified impact, and client verification.

30 minutes per case study.

InDesign / Figma / PowerPoint Template.

06

The Rapid Bid Go/No-Go Decision Matrix

Protect senior partner capacity from unwinnable, low-margin RFPs.

Provides a quantitative scoring system to evaluate incoming tenders against strategic fit, buyer relationship, and margin targets.

15 minutes per tender.

Interactive Spreadsheet + Evaluation Guide.

07

The AI Adoption Decision Guide

Choose where AI genuinely improves the work, and where it should not be used.

A decision sequence, evaluation plan and printable pilot canvas for testing value, failure modes, human review and data boundaries before deployment.

75 minutes.

7-page PDF guide + printable working canvas + source notes.

08

The Service Economics & Pricing Workbook

Expose hidden delivery costs and test whether a service can support the business around it.

Clear margin definitions, a checked pricing example, scope sensitivity and a printable cost model without confusing revenue, capacity or profit.

60 minutes.

7-page PDF guide + printable working canvas + source notes.

09

The Client Continuity & Renewal Guide

Make value visible, uncover relationship friction and help clients choose the right next step.

An evidence-led review, service-recovery prompts and a printable continuity plan that treats renewal, handover and a clean exit as legitimate outcomes.

60 minutes.

7-page PDF guide + printable working canvas + source notes.

10

The Decision Rights & Founder Independence Guide

Reduce founder bottlenecks while preserving clear accountability and escalation.

A decision inventory, authority-boundary worksheet and bounded delegation trial with explicit exceptions, assurance and a tested escalation path.

75 minutes.

7-page PDF guide + printable working canvas + source notes.