Template, Spreadsheet
Strategy on a page
The single-page plan our partners use with leadership teams: choices, priorities, owners and measures.
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The working documents Maia Lafortezza uses with clients, adapted so any leadership team can use them. Free with your email address.
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Guide, PDF, 24 pages
Quarterly operating cadence guide
Agendas and timings for the weekly, monthly and quarterly meetings that keep strategy alive.
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Tool, 20 questions
Pricing power diagnostic
Score how much pricing power you are leaving on the table, and where to look first.
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Tool, Spreadsheet
Cash conversion calculator
Model how changes to payment terms, inventory and billing speed release cash.
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Checklist, PDF, 6 pages
AI readiness checklist
Thirty questions to answer before you fund an AI pilot, grouped by data, process and people.
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Template, Spreadsheet
Decision rights matrix
Map who recommends, decides and is informed for your twenty most frequent decisions.
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Checklist, PDF, 8 pages
Exit readiness scorecard
How a buyer will assess founder dependency, reporting quality and recurring revenue.
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Guide, PDF and slides
Leadership offsite kit
A two-day agenda, pre-work questions and the follow-up template that makes decisions stick.
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