🅰️

Information model

General & People

Business analysis engagements

Columns
  • Name
  • Identifier
  • Analysis
  • Attachment
  • Category
  • Challenge
  • Evaluation
  • Feedback
  • Implementation plan
  • Results
  • Solution options
  • Start & end date
  • Status

Business analysis interviews

Columns
  • Name
  • Identifier
  • BA project
  • Category
  • Content
  • Date
  • Evaluation
  • Feedback
  • Interviewee
  • Interviewer
  • Status

Communities of practice

Columns
  • Name
  • Identifier
  • Achievements
  • Category
  • Description
  • Description
  • Feedback
  • Leader
  • Members
  • Workspace

Data, information, knowledge partnerships

Columns
  • Name
  • Identifier
  • Category
  • Description
  • Feedback
  • Inputs
  • Outputs
  • Owner
  • Status

Documents

Columns
  • Name
  • Identifier
  • Attachment
  • Category
  • Owner
  • Status
  • Tasks
  • External information sources

Improvements

Columns
  • Name
  • Identifier
  • Attachment
  • Category
  • Creator
  • Date
  • Description
  • Evaluation
  • Implementation plan
  • Low hanging fruits (pareto)
  • Notes
  • Owner
  • Progress report
  • Status
  • Type
  • Job ads

Leaders

Columns
  • Name
  • Identifier
  • Category
  • Description
  • Org. element
  • Person
  • Role
Content template
  • Courage - How do we select the hardest task instead of picking work?
  • Courage - How do we speak out loud about problems and challenges instead of sweeping them under the carpet?
  • Courage - How do we challenge our teammates on their thinking and doing?
  • Courage - How do we challenge everyone regardless of the position or level?
  • Courage - How do we stand firm on opinions even if we are the minority?
  • Courage - How do we support others at all times?
  • Courage - How do we do the right things?
  • Goals - How do we envision the solution?
  • Goals - How do we frame the goal of the sprint?
  • Goals - How do we focus on the work instead of getting distracted?
  • Goals - How do we give the attention a task demands even if we don't like it?
  • Goals - How do we stay efficient even if we appreciate the task?
  • Goals - How do we prevent procrastinating?
  • Goals - How do we provide regular updates on our work to keep people informed?
  • Commitment - How do we know how to support the team?
  • Commitment - How do we go the extra mile?
  • Commitment - How do we stay at home when sick to protect the team?
  • Commitment - How do we be on time instead of keeping the team waiting?
  • Commitment - How do we define work done? (definition of done)
  • Commitment - How do we make personal contributions for the sake of the team?
  • Commitment - How do we support team members on difficult tasks?
  • Respect - How do we listen to all team members?
  • Respect - How do we let everyone finish their points?
  • Respect - How do we value everyone's opinion?
  • Respect - How do we value the contribution of everyone regardless of personal preferences?
  • Respect - How do we use team resources efficiently?
  • Respect - How do we prioritize our team members before everyone else?
  • Openness to challenges - How do we tell bad news to the team and our stakeholders?
  • Openness to challenges - How do we adapt our language to our stakeholders' needs?
  • Openness to challenges - How do we tell news on time to prevent further problems?
  • Openness to challenges - How do we solve personal issues with people to stay productive?
  • Openness to challenges - How do we talk openly about our personal feelings?
  • Openness to challenges - How do we stick to the truth?
  • Openness to challenges - How do we show the progress to our stakeholders?
  • Values spreading - Who are the stakeholders we have to integrate into our work ethics?
  • Values spreading - What are the communication channels to spread the word about our work ethics?
  • Values spreading - How do we further develop our work ethics?
  • Values spreading - How do we show other teams our work ethics?
  • Values spreading - Who could be the next team to work on their work ethics?
  • Values spreading - How do we educate other teams on our work ethics?
  • Values spreading - What are additional work ethics / work value concepts we could adopt in the future?
  • Prioritization - How do we prioritize individuals and interactions over processes and tools?
  • Prioritization - How do we prioritize working software/ management systems over comprehensive documentation?
  • Prioritization - How do we prioritize customer collaboration over contract negotiations?
  • Prioritization - How do we prioritize responding to change over following plans?

Learning resources

  • Columns
    • TBD...

Memoranda

Columns
  • Subject
  • Identifier
  • Author
  • Category
  • Content
  • Date
  • Feedback
  • Receivers
  • Status

Metadata tags

Columns
  • Name
  • Identifier
  • Category
  • Created on
  • Last change
  • Owner
  • Status
  • Organizational career paths
  • Organizational challenges

Organizational risks

Columns
  • Name
  • Identifier
  • Impact
  • Category
  • Created on
  • Description
  • Last change
  • Mitigation
  • Owner
  • Status

People

Columns
  • Name
  • Identifier
  • Abbreviation
  • Category
  • Department
  • Description
  • Email
  • Family name
  • Functional roadmap
  • Given name
  • Management approach
  • Notes
  • Owner
  • Phone
  • Role
  • Status
Content template
  • Values - Core values: What are my core values?
  • Values - Thought expression: How do I express my thoughts in a unique way?
  • Values - Environmental values: How do I align my values with that of my employer?
  • Values - Value clarification: How do I explain my values to my teammates?
  • Values - Value sharing: How do I provide opportunities for my team to share their values?
  • Values - Value alignment: How do we align on our different values?
  • Example Setting - Prove of action: How do I prove my words by actions?
  • Example Setting - Commitment: How do I show commitment to the values I share?
  • Example Setting - Stories: How do I tell stories to encourage my colleagues?
  • Example Setting - Communication: How do I highlight my values in daily communication?
  • Example Setting - Feedback: How do I ask teammates for feedback on my values and their implementation?
  • Example Setting - Feedback incorporation: How do I incorporate the received feedback?
  • Vision - Passion: What is my passion that motivates me and makes me move forward?
  • Vision - Future: How do I imagine future perspectives and possibilities?
  • Vision - Learning lessons: How do I learn lessons from the past?
  • Vision - Current developments: How do I follow up with current developments in the work environment?
  • Vision - Perspectives: How do I discover important knowledge, skills, and experience of my employees for future perspectives?
  • Vision - Participation: How do I involve everyone in the information of future concepts of the organization?
  • Enlistment - Aspiration: How do I recognize my team's personal values?
  • Enlistment - Difference: How do I highlight my team members' contributions to our goals?
  • Enlistment - Future: How do I speak in a positive and encouraging way about the future?
  • Enlistment - Feelings recognition: How do I recognize my team members' emotions and feelings as important?
  • Enlistment - Speech: How do I reflect my passion and values as part of my speech?
  • Challenge - Case for change: How do I convince my team that constant changes are needed?
  • Challenge - Problem-solving: How do I solve current issues?
  • Challenge - Thinking: How do I encourage others to think differently?
  • Challenge - Knowledge: How do I use collective knowledge to generate new ideas and solutions?
  • Challenge - Listening: How do I listen to other ideas and recommendations?
  • Challenge - Outside ideas: How do I integrate outside ideas to improve things?
  • Experimentation - Milestones: How do I set achievable milestones in the engagement?
  • Experimentation - Focus: How do I support people staying focused on their main responsibilities?
  • Experimentation - Learning: How do I ensure others that failing is a good opportunity to learn?
  • Experimentation - Environment: How do I create an environment where people are not afraid to fail but to learn?
  • Experimentation - How do I challenge myself by minor initiatives?
  • Recognition - Trust: How do I encourage trust within the team?
  • Recognition - Collaboration: How do I promote collaboration within the team?
  • Recognition - Caring: How do I make people feel that I care about them and their work?
  • Recognition - Knowledge sharing: How do I encourage people to share their knowledge?
  • Recognition - Support: How do I encourage people to offer help to others?
  • Celebration - Empowering: How do I empower my team to work better?
  • Celebration - Freedom: How do I increase the freedom of the team?
  • Celebration - Work distribution: How do I distribute tasks to the strengths of the people?
  • Celebration - Training: How do I train the team to build up their knowledge and skills?
  • Celebration - Questioning: How do I focus on questions instead of giving answers?
  • Coaching - What are you thinking about now?
  • Coaching - What else can you think of here?
  • Coaching - What really struggles you at this point?
  • Coaching - What do you (really) want?
  • Coaching - What can I assist you with?
  • Coaching - What are you giving up with when saying now yes or no? (this or that)
  • Coaching - What do you consider to be the most useful form discussed now?

People competencies

Columns
  • Name
  • Identifier
  • Category
  • Description
  • Description
  • Level 1 description
  • Level 10 description
  • Level 2 description
  • Level 3 description
  • Level 4 description
  • Level 5 description
  • Level 6 description
  • Level 7 description
  • Level 8 description
  • Level 9 description
  • People evaluations

People sources

  • Columns
    • TBD...
Types
  • Online platform
  • Offline network
  • Employee connection
  • Online event
  • Offline event
  • Offline career conference
  • University
  • Competitor

Quality approaches (Baldridge)

Columns
  • Name
  • Identifier
  • Category
  • Description
  • Improvement roadmap
  • Owner
  • Question
  • Status

Quality management metrics (outcomes)

Columns
  • Name
  • Identifier
  • Category
  • Created on
  • Description
  • Last change
  • Outcome
  • Owner
  • Status

Quality performance reviews

  • Columns
    • TBD...

Regular meetings

Columns
  • Name
  • Identifier
  • Category
  • Collaboration model
  • Decision-making approach
  • Description
  • Documents to read
  • Duration
  • Expected output
  • Participant preparation
  • Participants
  • Presentation mode
  • Results documentation
  • Results sharing
  • Scope
  • Type
  • Workshop methodology
Types
  • Meeting
  • Workshop
  • Training
  • Meetup
  • Email
  • Asynchronous Messaging
  • File Collaboration
  • Corporate Social Network
  • Wiki
  • Database
  • Text Chat
  • Web Conference
  • PSTN Call
  • Virtual Town Hall Meeting

Reports

Columns
  • Name
  • Identifier
  • Author
  • Category
  • Created on
  • Description
  • Last change
  • Owner
  • Status

Roles

Columns
  • Name
  • Identifier
  • Category
  • Department
  • Description
  • Owner
  • Status

Standard operating procedures (SOPs)

Columns
  • Name
  • Identifier
  • Category
  • Created on
  • Description
  • Feedback
  • Last change
  • Owner
  • Status

Templates

Columns
  • Name
  • Identifier
  • Attachment
  • Attachment
  • Category
  • Description
  • Last change
  • Link
  • Owner
  • Status

Trainings

  • Columns
    • TBD...

Wiki articles

  • Columns
    • TBD...

Marketing & Sales

Content categories

Columns
  • Name
  • Identifier
  • Audience
  • Audience behavior
  • Category
  • Content creation budget
  • Content creators
  • Description
  • Format
  • Job-to-be-done
  • Language
  • Last change
  • Our goal
  • Owner
  • Status
  • Style & tone

Content feedback interviews

Columns
  • Name
  • Identifier
  • Category
  • Date
  • Interview
  • Interviewee
  • Interviewer
  • Status
Content template
  • What are the issues with the insights provided?
  • What are the issues with the article structure?
  • What are the issues with language and writing style?
  • What are the issues with readability?
  • What are the issues with usage?
  • How can we extend the article?
  • How can we simplify the article?
  • What are the issues with the insights provided?
  • What is your opinion on this topic?
  • How do we improve the facts provided?
  • What are additional sources we should cite?
  • How do we improve the comprehensibility of the topic?
  • What are possible additional articles on this topic?
  • How do you rate this article compared to existing information?
  • Do you understand the topic?
  • Do you like our writing style?
  • Do you understand the wording?
  • What are other articles on this topic?
  • How do you use this article?
  • Who do you share this article with?
  • What are your questions on this article?

Conversations

  • Columns
    • TBD...

Customer satisfaction survey responses

Columns
  • Name
  • Identifier
  • Category
  • Content
  • Contributor
  • Date
  • Owner
  • Status
  • Survey

Customer satisfaction surveys

Columns
  • Name
  • Identifier
  • Category
  • Date
  • Feedback
  • Questions
  • Status
  • Survey process
  • Survey technology

Customer situation forecasts

Columns
  • Name
  • Identifier
  • Category
  • Customer
  • Customer business model in 3 years
  • Customer business model in 10 years
  • Customer operating model in 3 years
  • Customer operating model in 10 years
  • Customer technology state in 3 years
  • Customer technology state in 10 years
  • Date
  • Market/industry state in 3 years
  • Market/industry state in 10 years
  • Notes
  • Overall customer state in 3 years
  • Overall customer state in 10 years
  • Owner
  • Status

Customers

Columns
  • Name
  • Identifier
  • Buying support
  • Category
  • Description
  • Funnel stage
  • Last change
  • Message
  • Owner
  • Sales support
  • Status

Email marketing campaigns

Columns
  • Name
  • Identifier
  • Accountability
  • Audience
  • Category
  • Consistency
  • Content
  • Creation process
  • Date
  • Design
  • Frequency
  • Language
  • Learning & training
  • Reporting
  • Responsibility
  • Status
  • Structure
  • Subscription management
  • Testing
  • Tone & voice
  • Interactions

Marketing & sales costs

Columns
  • Name
  • Identifier
  • Accountability
  • Amount
  • Category
  • Description
  • Evaluation
  • Last change
  • Responsibility
  • Status

Prospects

Columns
  • Name
  • Identifier
  • Accountability
  • Category
  • Description
  • Last change
  • Responsibility
  • Status

Sales pitches

Columns
  • Name
  • Identifier
  • Category
  • Content
  • Description
  • Feedback
  • Last change
  • Owner
  • Status
Content template
  • Problem - Job-to-be-done
  • Problem - Challenge
  • Problem - Outcomes
  • Problem - Existing solutions
  • Problem - Challenges of existing solutions
  • Problem - Case to act
  • Environmental challenges - Regulatory challenges
  • Environmental challenges - Competitive challenges
  • Environmental challenges - Technology challenges
  • Environmental challenges - Organizational challenges
  • Environmental challenges - People challenges
  • Existing solutions overview - Most relevant existing solution
  • Existing solutions overview - Physical product solutions
  • Existing solutions overview - Intangible service solutions
  • Existing solutions overview - Content solutions
  • Existing solutions overview - Software solutions
  • Existing solutions overview - Platform solutions
  • Compared solution
  • Typical customers
  • Experience - Selection
  • Experience - Purchase
  • Experience - Usage
  • Experience - Implementation
  • Experience - Adoption
  • Experience - Customization
  • Experience - Integration
  • Experience - Replacement
  • Complex variety
  • Expensive benefits
  • Manual processes/steps
  • Orchestration challenges
  • Sales intermediaries
  • Complex Technology
  • Failure of the value proposition
  • Failure of functionality
  • Failure of price
  • Failure of complexity
  • Failure of vendor relationship
  • Failure of complexity

Sales questions

Columns
  • Name
  • Identifier
  • Category
  • Description
  • Feedback
  • Last change
  • Status
Rows
  • What do you do for a living?
  • How did you get into that?
  • How is business life?
  • What are your goals for the next time?
  • What are you working on right now?
  • What are you most concerned about?
  • Why is that important for you personally?
  • What is holding you back?
  • Would you like some help with that?
  • Who can I connect you with to help you?
  • How do you get the job done today?
  • What products/services/tricks do you use to get the job done?
  • What else should I have asked you about getting the job done?
  • Can you tell me more about how that process goes?
  • Who is involved in making that decision?
  • Last time you did ___, how long did it take?
  • Where did you most recently go to buy ___?
  • May I ask, why did you come to that conclusion?
  • What is the challenge to get the job done?
  • Why does this happen?
  • Who is involved to get the job done?
  • Where does this job have to get done?
  • When does this job have to get done?
  • How long does this job need to get done?
  • What consequences result from this job and its challenges?
  • What is your current challenge?
  • How did you try to solve your current challenge?
  • What are the solutions you tried out before?
  • Who are your current suppliers?
  • Who is involved in this challenge?
  • What are your thoughts on our solution to solve your challenge?
  • What are your ideas for the next steps?
  • What are elements making the current solution hard to use?
  • What are elements making the solution not useful enough?
  • What are elements making the solution big and hard to carry?
  • What makes the solution aesthetically ugly?
  • What are the elements making the solution hard to purchase?
  • What are elements with too low quality?
  • What are your additional customization needs?
  • What are features you do not use?
  • What is unnecessary variety?
  • What are you missing from the current solutions?
  • What are unnecessary manual steps?
  • What are orchestration challenges?
  • What could you do on your own?
  • Who are unnecessary intermediaries?
  • What are complex technologies used?
  • What do you think about the pricing of your current solution?
  • What do you think about the pricing of alternative solutions?
  • How do you calculate the total cost of ownership (TCO)?
  • How do you calculate the value for the business?
  • How do you calculate the return on investment (ROI)?
  • How do you try to lower the costs?
  • How do you search for cheaper alternatives?
  • What are your thoughts about the state of the market?
  • What are the last important developments for you?
  • What are your expectations about incumbent solution providers?
  • What are your expectations about customers?
  • What are your expectations about suppliers?
  • What are your expectations about new entrants?
  • What are your expectations about substitutes?

Sales stories

Columns
  • Name
  • Identifier
  • Action
  • Category
  • Challenge
  • Context
  • Delivery format
  • Emotion
  • Hook
  • Lesson
  • Solution
  • Status
  • Story data
  • Story length
  • Storytelling approach
  • Surprise
  • Truth approach
  • Type
Types
  • About me story
  • References story
  • Personal motivation Story
  • Relaxing story
  • Honesty story
  • Business founding story
  • Differentiation story
  • Value proposition story
  • Customer success story
  • Two-roads story
  • Objections response story
  • Price negotiations story
  • Urgency story
  • Sponsor-to-superior story
  • Loyalty building story
  • Customer referral story

Solutions

Columns
  • Name
  • Identifier
  • Accountability
  • Category
  • Content
  • Feedback
  • Last change
  • Responsibility
  • Status
Content template
  • Mission of the customer
  • Vision of the customer
  • Challenge to solution time frame
  • Criteria of the job done
  • Solution
  • Main differentiation
  • Physical product component
  • Intangible service component
  • Content component
  • Software component
  • Platform component
  • Purchasing process
  • Use case
  • Usage process
  • Internal operating model
  • Incorporation of the customer
  • Value proposition: Commodity value
  • Consulting: Ability to get the job done
  • Consulting: Simplicity
  • Consulting: Price proposition
  • Value proposition: Operational improvements
  • Value proposition: Change from external sourcing to do-it-yourself
  • Value proposition: Change from do-it-yourself to external sourcing
  • Value proposition: Time savings
  • Value proposition: Money savings
  • Value proposition: Customer learning
  • Value proposition: Social gains
  • Non-consumption: Solving the "no skills" challenge
  • Non-consumption: Solving the "no money" challenge
  • Non-consumption: Solving the "no access" challenge
  • Non-consumption: Solving the "no time" challenge
  • Proposition simplification: Simplification of handling
  • Proposition simplification: Simplification of the purchasing process
  • Proposition simplification: Increase in quality
  • Proposition simplification: Added customization options
  • Price simplification: Features to subtract
  • Price simplification: Reduction of variety
  • Price simplification: Added cheap benefits
  • Price simplification: Automation
  • Price simplification: Orchestration
  • Price simplification: Co-option of the customer
  • Price simplification: Direct selling approach
  • Price simplification: Simpler technology
  • Price simplification: International scale-up
  • Unique physical product components
  • Unique intangible service components
  • Unique software components
  • Unique platform components
  • Unique brand advantage
  • Unique proprietary technology
  • Unique network effects
  • Unique business model scaling

Website analyses

Columns
  • Name
  • Identifier
  • Accessibility
  • Category
  • Colors & fonts
  • Content
  • Description
  • Design role model
  • External design & build
  • Feedback
  • Homepage call to action
  • Measurement
  • Mobility
  • Navigation
  • Social media
  • Status
  • Support
  • Technology complexity
  • Technology stack
  • Timeframe
  • Use case

Website interview responses

Columns
  • Name
  • Identifier
  • Category
  • Competitors
  • Content
  • Demographics
  • Interviewee
  • Interviewer
  • Learning
  • Message
  • Offer
  • Status
  • Thoughts
Content template
  • Thoughts: What do you think about the website?
  • Message: What does the website want to tell you?
  • Content: What do you think about the content of the website?
  • Offer: What do you think about the offering promoted by the website?
  • Competitors: What are websites of competitors do you know?
  • Learning: What are websites this website can learn something from?

Workshop templates

  • Columns
    • TBD...

Product & Development

Customer needs

  • Columns
    • TBD...

Development environments

  • Columns
    • TBD...

Development methodologies

  • Columns
    • TBD...

Interoperability tests

  • Columns
    • TBD...

Product functional requirements

  • Columns
    • TBD...

Product manuals

  • Columns
    • TBD...

Product quality reports

  • Columns
    • TBD...

Product quality requirements

  • Columns
    • TBD...

Product quality reviews

  • Columns
    • TBD...

Product requirement change requests

  • Columns
    • TBD...

Product security requirements

  • Columns
    • TBD...

Product standard requirements

  • Columns
    • TBD...

Product updates and upgrades

  • Columns
    • TBD...

Product versions

  • Columns
    • TBD...

Products

  • Columns
    • TBD...

Solution requirements

  • Columns
    • TBD...

Projects & Programs

Engagement analyses

Columns
  • Name
  • Identifier
  • Category
  • Consensus building
  • Contract closing
  • Customer learning
  • Date
  • Elicitation/analysis
  • Notes
  • Solution design
  • Solution development
  • Solution implementation
  • Status
  • Team onboarding
  • Trusted advice

Engagement benefits

  • Columns
    • TBD...

Engagement changes

Columns
  • Name
  • Identifier
  • Category
  • Consultants
  • Date
  • Decision-maker
  • Description
  • Owner
  • Requester
  • Status

Engagement closures

Columns
  • Name
  • Identifier
  • Category
  • Continual improvement - Analysis
  • Continual improvement - Estimation
  • Continual improvement - Execution
  • Continual improvement - Preparation
  • Sales - Additional engagements
  • Sales - Additional hours
  • Sales - Additional solutions
  • Sales - Additional technology
  • Sales - Affiliated people
  • Sales - Affiliated prospects
  • Sales - New discussions
  • Sales - Related topics
  • Status

Engagement deliverable requirements

  • Columns
    • TBD...

Engagement deliverables

Columns
  • Name
  • Identifier
  • Category
  • Description
  • Due date
  • Feedback
  • Last change
  • Owner
  • Progress
  • Schedule
  • Status

Engagement feedback interviews

Columns
  • Name
  • Identifier
  • Category
  • Content
  • Interviewee
  • Interviewer
  • Notes
  • Owner
  • Status
Content template
  • Engagement development - How do we improve our thought leadership?
  • Engagement development - How do we improve our initial conversation?
  • Engagement development - How do we improve our stakeholder alignment?
  • Engagement development - How do we improve our experience demonstration?
  • Engagement development - How do we improve our RFP support?
  • Engagement development - How do we improve meeting your demands?
  • Proposal - How do we improve our requirements gathering?
  • Proposal - How do we improve the time to submit our proposal?
  • Proposal - How do we improve our written proposal?
  • Proposal - How do we improve our verbal proposal presentation?
  • Proposal - How do we improve our engagement contract negotiations?
  • Proposal - How do we improve our performance compared to competitors?
  • Preparation - How do we improve our people preparation?
  • Preparation - How do we improve our stakeholder alignment?
  • Preparation - How do we improve our engagement planning?
  • Preparation - How do we improve our information gathering?
  • Preparation - How do we improve our communication of required information?
  • Delivery - How do we improve providing requested information?
  • Delivery - How do we improve our solutions to a given problem?
  • Delivery - How do we improve our diagnosis to redefine the problem?
  • Delivery - How do we improve our recommendation provision?
  • Delivery - How do we improve our implementation assistance?
  • Delivery - How do we improve our consensus and commitment building?
  • Delivery - How do we improve our client learning facilitation?
  • Delivery - How do we improve our organizational effectiveness improvement?
  • Pricing - What do you think about our proposal procedure?
  • Pricing - What do you think about our pricing?
  • Pricing - What do you think about our effectiveness?
  • Pricing - What do you think about our efficiency?
  • Pricing - What do you think about our sustainability?
  • Pricing - What do you think about our performance relative to competitors?
  • Customer reference - How do we let people contact you?
  • Customer reference - How do we let people contact your internal stakeholders?
  • Customer reference - How do we connect on social media?
  • Customer reference - How do we share our engagement on social media?
  • Customer reference - How do we create publicly available best practices?
  • Customer reference - How do we create a case study of our engagement?
  • Referral - Who is interested in our services?
  • Referral - Who is interested in our knowledge?
  • Referral - Who needs "helping hands"?
  • Referral - Who needs to restructure their human resources?
  • Referral - Who wants to outsource specific tasks/jobs?
  • Referral - Who needs a trusted advisor?

Engagement learned lessons

  • Columns
    • TBD...

Engagement managers

  • Columns
    • TBD...

Engagement metrics

  • Columns
    • TBD...

Engagement outcomes

  • Columns
    • TBD...

Engagement practices

Columns
  • Name
  • Identifier
  • Category
  • Description
  • Owner
  • Status
Categories
  • Training
  • Tracking
  • Risk
  • Change control system
  • Communication
  • Stakeholder management
  • Project plan maintenance
  • Progress communication
  • Communication & collaboration
  • Quality
  • Change control system
  • Project closure

Engagement stakeholders

  • Columns
    • TBD...

Engagements

Columns
  • Name
  • Identifier
  • Category
  • Content
  • Last change
  • Owner
  • Status
Content template
  • Preparatory meeting - Current challenge
  • Preparatory meeting - Attempts to solve the challenge
  • Preparatory meeting - Solutions tried out before
  • Preparatory meeting - Involved in challenge solving
  • Preparatory meeting - Thoughts on our solutions
  • Preparatory meeting - Ideas for next steps
  • Commitment - Need
  • Commitment - Budget
  • Commitment - Timeframe
  • Commitment - Support for final decision-maker
  • Commitment - Follow-up further information
  • Mission - Mission
  • Mission - Challenge
  • Mission - Delivery methodology
  • Mission - External frameworks
  • Mission - Vendor core knowledge
  • Mission - Vendor core skills
  • Mission - Vendor core experience
  • Past success - Thought leadership
  • Past success - Comparable customers
  • Past success - Comparable past solutions
  • Past success - Typical project deliverables
  • Past success - Team collaboration practices
  • Past success - Success criteria
  • Solution - Solution components to be developed
  • Solution - Technology solutions to be used
  • Solution - Technology Implementation practices
  • Solution - Project management practices
  • Solution - Post closure activities
  • Solution - Offering monopoly components
  • Deliverables - Written reports
  • Deliverables - Implemented software
  • Deliverables - Developed software
  • Deliverables - Knowledge transferred
  • Deliverables - Customer stakeholder alignment
  • Deliverables - Project management
  • Deliverables - Other Deliverables
  • Milestone - First milestone
  • Milestone - Second milestone
  • Milestone - Third milestone
  • Milestone - Fourth milestone
  • Milestone - Fith milestone
  • Milestone - Sixth milestone
  • Milestone - Seventh milestone
  • Financials - Financial proposal A
  • Financials - Financial proposal B
  • Financials - Financial proposal C
  • Financials - Optional add-ons
  • Financials - Expense policy
  • Financials - Financial metrics
  • Team - Delivery team members
  • Team - Engagement leader
  • Team - Account manager
  • Team - Unique team composition
  • Team - Monopoly knowledge components
  • Team - Cross-quality team setup
  • Team - Teamwork ethics
  • External staffing - External people requirements
  • External staffing - External people search & staffing practices
  • External staffing - Work contract practices
  • External staffing - Payment components
  • External staffing - Knowledge, skill, experience requirements
  • External staffing - Knowledge transfer from internal to external
  • External staffing - Knowledge transfer from external to internal
  • Customer references - Customer reference 1
  • Customer references - Customer reference 2
  • Customer references - Customer reference 3
  • Customer references - Customer reference 4
  • Customer references - Customer reference 5
  • Terms & Conditions - Payment terms
  • Terms & conditions - Sign-off / purchasing process
  • Terms & conditions - Satisfaction guarantee
  • Preparation - Engagement team preparation
  • Preparation - Capabilities to learn
  • Preparation - Knowledge distribution activities
  • Preparatory content - Preparatory documents
  • Preparatory content - Internal distribution
  • Project planning - Project planning methodology
  • Project planning - Project planning software
  • Project planning - Project planning template
  • Project planning - Project planning activities & practices
  • Project planning - Project plan content
  • Agile backlog - Agile methodology
  • Agile backlog - Agile planning software
  • Agile backlog - Agile backlog structure
  • Agile backlog - Backlog item structure
  • On-site delivery - Standard itinerary
  • On-site delivery - Hotel
  • On-site delivery - Discount cards / group rates
  • On-site delivery - Expense charging practices
  • Outcomes - Data analysis goal
  • Outcomes - Business analysis goal
  • Outcomes - Decision-making goal
  • Outcomes - Best practice implementation goal
  • Outcomes - Research content development goal
  • Outcomes - Technology solution implementation goal
  • Outcomes - Solution development goal
  • Outcomes - Stakeholder alignment goal
  • Time tracking - Billing model
  • Time tracking - Time tracking practices
  • Time tracking - Billable time increments
  • Time tracking - Timesheet approval process
  • Contract changes - Changing preconditions
  • Contract changes - Changing complexity
  • Contract changes - Changing the scope of work
  • Contract changes - Changing engagement approach
  • Contract changes - Customer delay
  • Contract changes - Additional stakeholder alignment
  • Contract changes - Additional needed resources

Program committee members

  • Columns
    • TBD...

Programs

  • Columns
    • TBD...

Projects

  • Columns
    • TBD...

Sourcing & Procurement

Contract audits/reviews

Columns
  • Name
  • Identifier
  • Assistant auditors/reviewers
  • Category
  • Chief auditor/reviewer
  • Contract
  • Date
  • Improvement plan
  • Results
  • Status
  • Summary

Contract changes

Columns
  • Name
  • Identifier
  • Category
  • Contract
  • Date
  • Implemented changes
  • Proposed changes
  • Status

Contract disputes

Columns
  • Name
  • Identifier
  • Category
  • Contract
  • Date
  • Description
  • Mediation result
  • Provider response
  • Result review date
  • Status

Contract metrics

Columns
  • Name
  • Identifier
  • Category
  • Contracts
  • Outcome
  • Status
  • Target

Contract reports

Columns
  • Name
  • Identifier
  • Attachment
  • Category
  • Contract
  • Key challenges
  • Key improvements
  • Key metrics
  • Report number
  • Status

Contracts

Columns
  • Name
  • Identifier
  • Agreement date
  • Category
  • Notes
  • Notice period
  • Our owner
  • Provider
  • Provider owner
  • Renewal process start date
  • Services
  • Start & end date
  • Status

Hardware/software tool evaluations

  • Columns
    • TBD...

Hardware/software tools

  • Columns
    • TBD...

Procurement projects

Columns
  • Name
  • Identifier
  • Category
  • Date
  • Our owner
  • Priority
  • Scope
  • Status
  • Value

Provider audits/reviews

Columns
  • Name
  • Identifier
  • Assistant auditors
  • Attachment
  • Category
  • Chief auditor
  • Date
  • Feedback
  • Improvement plan
  • Provider
  • Results
  • Status

Provider relationship disputes

Columns
  • Name
  • Identifier
  • Category
  • Date
  • Dispute description
  • Mediation result
  • Provider
  • Provider response
  • Result review date
  • Status

Provider reports

Columns
  • Name
  • Identifier
  • Attachment
  • Category
  • Date
  • Escalation comment
  • Measurements
  • Status
  • Summary

Providers/vendors

Columns
  • Name
  • Identifier
  • Category
  • Contract value
  • Contracts
  • Our relationship owner
  • Preference evaluation
  • Preference rationale
  • Preference status
  • Provider/vendor relationship owner
  • Relationship summary
  • Services/Solutions
  • Status

Requests for information/quote/proposal

Columns
  • Name
  • Identifier
  • Attachment
  • Category
  • Date
  • Evaluation
  • Project
  • Provider/Vendor
  • Services/Solutions
  • Status
  • Type

RFx responses

  • Columns
    • TBD...

Strategy & Innovation

Acquisition plans

Columns
  • Name
  • Identifier
  • Category
  • Status

Business challenges

Columns
  • Name
  • Identifier
  • Accountability
  • Category
  • Description
  • Roadmap
  • Solution approach
  • Status
Status
  • in creation
  • in discussion
  • aligned
  • to be reworked
Rows
  • Business strategy - Designing systems and processes
  • Business Strategy - Lack of Direction/Vision
  • Business Strategy - Coping With Market Competition
  • Business Strategy - Keeping Up With Market Transformations
  • Business Strategy - Reducing Dependencies On The Founding Team
  • Business Strategy - Balancing Quality And Growth
  • Business Strategy - Leveraging Consultants and Business Advisors
  • Marketing - Building Effective Marketing Strategies
  • Marketing - Properly Allocating Marketing Resources
  • Marketing - Measuring Marketing Initiatives
  • Marketing - Building a Corporate Brand
  • Marketing - Relying On Marketing For Lead Generation
  • Recruitment - Hiring New Employees
  • Recruitment - Founding New Departments
  • Recruitment - Retaining Top Talent
  • Recruitment - Embracing Diversity At Work
  • Recruitment - Nurturing a Thriving Company Culture
  • Management - Time Management
  • Management - Working ON The Business
  • Management - Communication
  • Management - Motivating Employees
  • Management - Strategic Leadership
  • Sales - Landing New Business
  • Sales - Retaining Customers (Lifetime Value)
  • Sales - Maximizing Word of Mouth
  • Sales - Identifying New Sales Channels
  • Sales - Handling Pricing Negotiations
  • Sales - Building Strategic Partnerships & Networking
  • Technology - Solving Productivity Problems
  • Technology - Automating Business Processes
  • Technology - Deploying Technology For Innovation
  • Technology - Training Staff At Large
  • Technology - Keeping Up to Speed With Innovations

Business models

Columns
  • Name
  • Identifier
  • Category
  • Channels
  • Cost structure
  • Customer segments
  • Key metrics
  • Monopoly components
  • Owner
  • Problem
  • Revenue streams
  • Solution
  • Status
  • Unfair advantage
  • Value proposition
Business model description template
  • Solved job-to-be-done
  • Physical product component
  • Intangible service component
  • Content solution component
  • Software solution component
  • Platform solution component
  • Purchasing process
  • Consulting process
  • Internal operating model
  • Incorporation of the customer
  • Vendor core competency
  • Commodity value
  • Operational improvements
  • Change from external sourcing to do-it-yourself
  • Organizational learning
  • Social gains
  • Subtracted features
  • Variety reduction
  • Added cheap benefits
  • Automation
  • Orchestration
  • Customer co-opting
  • Direct selling
  • Simple technologies
  • International scale-up
  • Unique physical product components
  • Unique intangible service component
  • Unique content component
  • Unique software component
  • Unique platform component
  • Brand advantage
  • Proprietary technology
  • Network effects
  • Business model
  • Rivalry inside the market
  • Bargaining Power of buyers
  • Bargaining power of suppliers
  • Threat of new entrants
  • Threat of substitutes
  • Internal strengths
  • Internal weaknesses
  • External opportunities
  • External threats
  • No skills challenge
  • No money challenge
  • No access challenge
  • No time challenge
Platform business model description template
  • Upfront Investment How do we show the users our long-term commitment?
  • Upfront Investment How do we estimate the amount of money we have to invest?
  • Upfront Investment How do we signal the users the invested sum of money?
  • Single-sided Solution How do we define the single-sided customers we build the platform for?
  • Single-sided Solution How do we define the single-sided business model?
  • Single-sided Solution How do we acquire users for the single-side solution?
  • Single-sided Solution How do we release two-sided platform features?
  • Single-sided Solution How do we pivot to the two-sided platform?
  • Single-sided Solution How do we change our business by changing the solution from one to a two-sided platform?
  • Single-sided Solution - How do we define the life cycle of the single-sided solution?
  • Single-sided Solution - How do we change the strategy of the single-sided solution after the two-sided solution is released?
  • Single-sided Solution - How do we combine both user groups into one?
  • Single-sided Solution - How do we define the business model of the single-sided platform?
  • Single-sided Solution - How do we define the common set of features for both sides?
  • Single-sided Solution - How do we find users to act as producers and consumers?
  • Existing Platform - How do we find existing platforms we can build on?
  • Existing Platform - How do we approach real-world communities?
  • Existing Platform - How do we define the subset of users?
  • Existing Platform - How do we analyze the challenges of the existing platforms?
  • Existing Platform - How do we determine features the users are missing on the existing platforms?
  • Existing Platform - How do we define the incremental better value for the defined subset of users?
  • Existing Platform - How do we attract the subset of users to use our solution?
  • Existing Platform - How do we facilitate the interaction of the target customers on the existing platform?
  • Existing Platform - How do we spread the word about our new solution on the existing platform?
  • Existing Platform - How do we hide our goal to build a new platform and steal the users from the existing platform?
  • Consumer Incentivisation - How do we act as the producers for the consumers of the two-sided platform?
  • Consumer Incentivisation - How do we conceal the fact that we are the real producers of the platform?
  • Consumer Incentivisation - How do we show potential producers the outputs are being sold to real consumers?
  • Consumer Incentivisation - How do we attract real producers to overtake the role of the producers on the platform?
  • Consumer Incentivisation - How do we set the budget to incentivize the consumers?
  • Producer Incentivisation - How do we act as the consumers for the producers of the two-sided platform?
  • Producer Incentivisation - How do we conceal the fact that we are the real consumers of the platform?
  • Producer Incentivisation - How do we show potential consumers that there are producers waiting to serve them?
  • Producer Incentivisation - How do we attract real consumers to overtake the role of the consumers on the platform?
  • Producer Incentivisation - How do we set the budget to incentivize the producers?
  • Existing Consumers - How do we get the producers to bring consumers to the platform?
  • Existing Consumers - How do we create single-sided features for the producers?
  • Existing Consumers - How do we incentivize producers to bring their existing consumers to the platform?
  • Existing Consumers - How do we support the producers onboarding their consumers?
  • Existing Consumers - How do we support producers to grow their business?
  • Existing Consumers - How do we collaborate with producers?
  • Big-bang - How do we jump-start the platform with a big-bang?
  • Big-bang - How do we engage push marketing strategies to attract a high volume of interest?
  • Big-bang - How do we handle the simultaneous onboarding of many users?
  • Big-bang - How do we find possible events to launch our platform solution?
  • Big-bang - How do we attract attendees of the event to use our platform solution?
  • Big-bang - How do we advertise our platform solution at the event?
  • Micro Market - How do we start the micro-market?
  • Micro Market - How do we define the micro-market?
  • Micro Market - How do we attract users of the micro-market?
  • Micro Market - How do we facilitate network effects?
  • Micro Market - How do we determine the right number of initial users?
  • Micro Market - How do we facilitate transactions of the micro-market?
  • Micro Market - How do we define the initial features for the micro-market?
  • Micro Market - How do we bring existing offline connections to our online platform?
  • VIP Users - How do we define our VIP users?
  • VIP Users - How do we attract our VIP users?
  • VIP Users - How do we get our VIPs to act as influencers?
  • VIP Users - How do we support VIP users to get their friends on our platform?
  • VIP Users - How do we collaborate with the VIP users to develop our platform?
  • VIP Users - How do we filter our early users for VIPs?
  • VIP Users - How do we show early users our cooperation with the VIPs?
Monopoly component template
  • Brand
  • Proprietary technology
  • Network effects
  • Positioning
  • Pricing
  • Circumstances
  • Regulatory
  • Speed to serve emerging needs
  • Incumbent inertia
  • New capabilities
  • Professional services engagement format

Business situation interviews

Columns
  • Name
  • Identifier
  • Category
  • Daily operations
  • EA: Applications
  • EA: Business
  • EA: Data, Information, Knowledge
  • EA: Technology Infrastructure
  • Interviewee
  • Organizational culture
  • Status

Competitor marketing and sales activities

Columns
  • Name
  • Identifier
  • Category
  • Competitor
  • Description
  • Status

Competitor success factors

Columns
  • Name
  • Identifier
  • Category
  • Competitors
  • Copy approach
  • Description
  • Status
  • Usual maturity

Competitors

Columns
  • Name
  • Identifier
  • Channels
  • Competing business
  • Competition sweet spot
  • Competitive strategy
  • Complex variety
  • Cost model
  • Danger to our business
  • Expensive benefits
  • Internal owner
  • Manual process steps
  • Orchestration challenges
  • Reason for market leadership
  • Revenue stream
  • Sales intermediaries
  • Solution
  • Solution category
  • Status
  • Strengths
  • Target customer
  • Unfair advantages
  • Value proposition
  • Weaknesses

Corporate capabilities

Columns
  • Name
  • Identifier
  • Accountability
  • Category
  • Change impact
  • Change value
  • Description
  • Implementation approach
  • Maturity assessment
  • Maturity improvement plan
  • Opportunities
  • People change
  • Process change
  • Responsibility
  • Status
  • Strengths
  • Technology change
  • Threats
  • Weaknesses
Rows
  • Govern 01: Governance Framework Setting and Maintenance
  • Govern 02: Benefits Delivery
  • Govern 03: Risk Optimization
  • Govern 04: Resource Optimization
  • Govern 05: Ensured Stakeholder Engagement
  • Plan 01: I&T Management Framework
  • Plan 02: Strategy
  • Plan 03: Enterprise Architecture
  • Plan 04: Innovation
  • Plan 05: Portfolio
  • Plan 06: Budget and Costs
  • Plan 07: Human Resources
  • Plan 08: Relationships
  • Plan 09: Service Agreements
  • Plan 10: Vendors
  • Plan 11: Quality
  • Plan 12: Risk
  • Plan 13: Security
  • Plan 14: Data
  • Build 01: Programs
  • Build 02: Requirements Definition
  • Build 03: Solutions Identification and Build
  • Build 04: Availability and Capacity
  • Build 05: Organizational Change
  • Build 06: IT Changes
  • Build 07: IT Change Acceptance and Transitioning
  • Build 08: Knowledge
  • Build 09: Assets
  • Build 10: Configuration
  • Build 11: Projects
  • Run 01: Operations
  • Run 02: Service Requests and Incidents
  • Run 03: Problems
  • Run 04: Continuity
  • Run 05: Security Services
  • Run 06: Business Process Controls
  • Control 01: Performance and Conformance Monitoring
  • Control 02: System of Internal Control
  • Control 03: Compliance With External Requirements
  • Control 04: Assurance

Corporate entrepreneurship support activities

Columns
  • Name
  • Identifier
  • Category
  • Description
  • Status
  • Target group

Customer definitions

Columns
  • Name
  • Identifier
  • Age
  • Available time
  • Budget
  • Buyer persona
  • Buying experience
  • Category
  • Challenges
  • Constraints to buy
  • Description
  • Experience with consultants
  • Experience with solution category
  • Goals
  • Intellectual capabilities
  • Job-to-be-done
  • Outcomes
  • Position
  • Status
  • User persona
  • Willingness to change

Customer jobs

Columns
  • Name
  • Identifier
  • Category
  • Outcomes
  • Owner
  • Priority
  • Related jobs
  • Status
  • Sub-jobs

Customer outcomes

Columns
  • Name
  • Identifier
  • Category
  • Description
  • Owner
  • Priority
  • Status

Customer solution development activities

Columns
  • Name
  • Identifier
  • Accountability
  • Category
  • Description
  • Priority
  • Resources
  • Responsibility
  • Status

Enterprise priorities

Columns
  • Name
  • Identifier
  • Category
  • Description
  • Opportunities
  • Status
  • Strengths
  • Threats
  • Weaknesses
Categories
  • Supporting Legacy Architecture
  • Digitizing Processes
  • Implementing New Technology
  • Developing Digital Product Portfolio
  • Applying New Digital Business Models

Entrepreneurial investment activities

Columns
  • Name
  • Identifier
  • Accountability
  • Category
  • Description
  • Partners
  • Responsibility
  • Status
  • Tasks

Existing solutions

Columns
  • Name
  • Identifier
  • Adoption experience
  • Category
  • Collaboration experience
  • Complex technology
  • Complex variety
  • Content solution
  • Description
  • Expensive benefits
  • Intangible service component
  • Manual processes/steps
  • No access challenge
  • No money challenge
  • No skills challenge
  • No time challenge
  • Orchestration challenge
  • Physical product component
  • Platform solution
  • Purchasing experience
  • Recommendation experience
  • Replacement experience
  • Sales intermediaries
  • Selection experience
  • Software solution
  • Status
  • Vendor

External ecosystem partners

Columns
  • Name
  • Identifier
  • Accountability
  • Category
  • Collaboration
  • Description
  • Knowledge transfer
  • Partner management
  • Responsibility
  • Specialty
  • Status

External environmental factors

Columns
  • Name
  • Identifier
  • Category
  • Description
  • Opportunities
  • Status
  • Threats
Rows
  • Political - Political Environment
  • Political - Taxation Policies
  • Political - Trade Regulations & Agreements
  • Political - Social Welfare Policies
  • Economic - Economy Growth
  • Economic - Inflation Rate
  • Economic - Interest Rate
  • Economic - Unemployment
  • Economic - Disposable Income of Buyers
  • Economic - Credit Accessibility
  • Economic - Monetary Policies
  • Economic - Fiscal Policies
  • Economic - Foreign Exchange Rate (PPP)
  • Social - Local Lifestyle
  • Social - Demographics
  • Social - Education
  • Social - Income Distribution
  • Social - Religion
  • Social - Attitudes
  • Technological - R&D Activity
  • Technological - Automation
  • Technological - Technology Incentives
  • Technological - Rate of Technological Change
  • Legal - Discrimination
  • Legal - Antitrust
  • Legal - Employment
  • Legal - Consumer Protection
  • Legal - Copyright
  • Legal - Patent
  • Legal - Health & Safety
  • Legal - Privacy
  • Environmental - Environmental Issues
  • Environmental - Raw Materials
  • Environmental - Pollution Targets
  • Environmental - Carbon Footprint
  • Environmental - Pressure Groups
  • Environmental - Protection Laws

Feedback interviews

Columns
  • Name
  • Identifier
  • Category
  • Content
  • Interviewee
  • Interviewer
  • Related project
  • Status

Future enterprise directions

Columns
  • Name
  • Identifier
  • Category
  • Description
  • Goals
  • Owner
  • Prioritization
  • Roadmap
  • Situation
  • Status
Rows
  • Enterprise - Financial - Portfolio of competitive products and services
  • Enterprise - Financial - Managed business risk
  • Enterprise - Financial - Compliance with external laws and regulations
  • Enterprise - Financial - Quality of financial information
  • Enterprise - Goal - Customer-oriented service culture
  • Enterprise - Goal - Business service continuity and availability
  • Enterprise - Goal - Quality of management information
  • Enterprise - Internal - Optimization of internal business process functionality
  • Enterprise - Internal - Optimization of business process costs
  • Enterprise - Internal - Staff skills, motivation, and productivity
  • Enterprise - Internal - Compliance with internal policies
  • Enterprise - Growth - Managed digital transformation programs
  • Enterprise - Growth - Product and business innovation
  • Alignment - Financial - Realized benefits from IT-enabled investments and services portfolio
  • Alignment - Financial - Quality of technology-related financial information
  • Alignment - Customer - Delivery of IT services in line with business requirements
  • Alignment - Customer - Agility to turn business requirements into operational solutions
  • Alignment - Internal - Security of information, processing infrastructure and applications, and privacy
  • Alignment - Internal - Enabling and supporting business processes by integrating applications and technology
  • Alignment - Internal - Delivery of programs on time, on budget and meeting requirements and quality standards
  • Alignment - Internal - Quality of IT management information
  • Alignment - Internal - IT compliance with internal policies
  • Alignment - Learning & Growth - Competent and motivated staff with a mutual understanding of technology and business
  • Alignment - Learning & Growth - Knowledge, expertise, and initiatives for business innovation

Hyperscaling tactics

Columns
  • Name
  • Identifier
  • Category
  • Description
  • Innovation ideas
  • Status
Rows
  • Virality - Build a highly useful solution
  • Virality - Invent a new solution category
  • Virality - Simplify the existing solution
  • Virality - Get people recommending the solution
  • Virality - Promote the solution on existing platforms
  • Virality - Incorporate people network effects into the solution
  • Virality - Select the right customer acquisition channels
  • Virality - Integrate influencers / market evangelists
  • Zero Inventory - Design a platform business model
  • Zero Inventory - Dropship the physical products
  • Zero Inventory - Improve the forecast accuracy
  • Zero Inventory - Improve the supply reliability
  • Zero Inventory - Reduce the demand variability
  • Zero Inventory - Reduce manufacturing lead times
  • Zero Inventory - Reduce the manufacturing lot sizes
  • Zero Inventory - Reduce the number of items to produce, store, and move
  • Zero Inventory - Reduce the order size
  • Zero Inventory - Reduce the supplier lead times
  • Platform Business Model - Design a platform business model
  • Platform Business Model - Create network effects
  • Platform Business Model - Solve the chicken-or-egg problem
  • Platform Business Model - Build a one-sided solution, transform to a two-sided platform later
  • Platform Business Model - Co-innovate with customers and suppliers
  • Platform Business Model - Satisfy customers' information need
  • Platform Business Model - Facilitate exchange in the market
  • COGS Reduction - Lower the COGS to less than 5%
  • COGS Reduction - Develop solutions with very low COGS
  • COGS Reduction - Transfer physical products / immaterial services to content/software/platform solution
  • COGS Reduction - Lower the transaction costs with fully standardized and automated transactions
  • COGS Reduction - Standardize and automate marketing and sales
  • COGS Reduction - Automate the customer support
  • COGS Reduction - Standardize the solution delivery
  • COGS Reduction - Standardize the pricing
  • COGS Reduction - Modularize the solution to meet different customer needs
  • COGS Reduction - Reduce the customer acquisition costs
  • CAPEX Reduction - Operate CAPEX light
  • CAPEX Reduction - Hire freelancers, consultants, and temporary workers instead of full-time employees
  • CAPEX Reduction - Implement public-cloud software instead of byuing hardware and software
  • CAPEX Reduction - Outsource production and logistics to contractors
  • CAPEX Reduction - Buy managed services for commodity capabilities
  • Recurring Revenue Model - Define feature sets and tiers of pricing
  • Recurring Revenue Model - Design customer acquisition channels
  • Recurring Revenue Model - Make the solution an "exclusive" membership club
  • Recurring Revenue Model - Up-sell customers to higher-tiered plans
  • Recurring Revenue Model - Argue for subscription plans instead of perpetual licensing
  • Recurring Revenue Model - Continuously add value to the solution
  • Recurring Revenue Model - Ensure ongoing customer success with the solution
  • Customer Self-service - Automate customer onboarding
  • Customer Self-service - Automate solution delivery
  • Customer Self-service - Automate customer acquisition
  • Customer Self-service - Build a preferences dashboard instead of a service desk configuration
  • Customer Self-service - Make marketing and sales (incl. pricing) information publicly available
  • Customer Self-service - Anser prospect questions electronically instead of in-person /on-site talks
  • Customer Self-service - Support the customer with solution adoption
  • Customer Self-service - Keep in touch with customers regularly

Innovation champions

Columns
  • Name
  • Identifier
  • Category
  • Description
  • Innovation approach
  • Innovation focus
  • Person
  • Status

Innovation ideas

Columns
  • Name
  • Identifier
  • Category
  • Contributors
  • Description
  • Functional area
  • Owner
  • Process area
  • Roadmap
  • Status
  • Tactic

Innovation sprint interviews

  • Columns
    • TBD...
Content template
  • What are the customers we target with our new product?
  • What is the customer needs we like to address with the new product?
  • What is the innovation for the customers?
  • What are the challenges we need to overcome to successfully deploy the new product?
  • What are the opportunities for our organization in the next year?
  • What is the journey of our organization in the next five years?
  • What are the reasons to launch the new product?
  • What are the new product launch practices?
  • What are the commercial success criteria for new products?
  • What are the new product launch risks?
  • What were the failures at launching products in the past?
  • What were the previous attempts at offering similar solutions in the past?
  • Who are the existing customers?
  • What is the anticipated reaction to the new product by the existing customers?
  • What are the technological innovations sought by the existing customers?
  • What are the practices to reach the new customers with the new product?
  • What are the current industry/market trends?
  • What are the market opportunities for the new product?
  • What are the obstacles to the new product?
  • What are the technical requirements for the new product?
  • What are the technical complications related to the product?
  • What are the technology innovations to be adopted as part of the new product?
  • What are the customer data privacy practices?
  • What are the security risks related to product deployment?
  • What are the security risk mitigation practices?
  • What are the insights from researching the market?
  • What are the trends in the market?
  • What are the usual competitors of the new product?
  • What are the strengths and weaknesses of the competitors?
  • What are the new product marketing practices?
  • What are the channels be most effective for new product marketing?
  • What do you find useful about this product?
  • What do you find out of place about this product?
  • How do you describe your experience with this product?
  • How do you compare the tested product with what you already use?
  • What would you like to improve about this product?
  • How do you explain this product in your own words?

Innovation sprints

Columns
  • Name
  • Identifier
  • Attachments
  • Date
  • Decision-maker
  • Facilitator
  • Follow-up activities
  • Goal
  • Guest experts
  • Implementation
  • Infrastructure parameters
  • Infrastructure parameters
  • Interviews
  • Involved corporate functions
  • Leader
  • Meta learnings
  • Outputs
  • Owner of the results
  • Participants
  • Sponsor
  • Team size
  • Visionary expert

Innovation tactics

Columns
  • Name
  • Identifier
  • Category
  • Description
  • Owner
  • Status
Rows
  • Ad-Supported (Configuration - Profit Model)
  • Auction (Configuration - Profit Model)
  • Bundled Pricing (Configuration - Profit Model)
  • Cost Leadership (Configuration - Profit Model)
  • Disaggregated Pricing (Configuration - Profit Model)
  • Financing (Configuration - Profit Model)
  • Flexible Pricing (Configuration - Profit Model)
  • Float (Configuration - Profit Model)
  • Forced Scarcity (Configuration - Profit Model)
  • Freemium (Configuration - Profit Model)
  • Installed Base (Configuration - Profit Model)
  • Licensing (Configuration - Profit Model)
  • Membership (Configuration - Profit Model)
  • Metered Use (Configuration - Profit Model)
  • Microtransactions (Configuration - Profit Model)
  • Premium (Configuration - Profit Model)
  • Risk Sharing (Configuration - Profit Model)
  • Scaled Transactions (Configuration - Profit Model)
  • Subscription (Configuration - Profit Model)
  • Switchboard (Configuration - Profit Model)
  • User-Defined (Configuration - Profit Model)
  • Alliances (Configuration - Network)
  • Collaboration (Configuration - Network)
  • Complementary Partnering (Configuration - Network)
  • Consolidation (Configuration - Network)
  • Coopetition (Configuration - Network)
  • Franchising (Configuration - Network)
  • Merger / Acquisition (Configuration - Network)
  • Open Innovation (Configuration - Network)
  • Secondary Markets (Configuration - Network)
  • Supply Chain Integration (Configuration - Network)
  • Asset Standardization (Configuration - Structure)
  • Competency Center (Configuration - Structure)
  • Corporate University (Configuration - Structure)
  • Decentralized Management (Configuration - Structure)
  • Incentive System (Configuration - Structure)
  • IT Integration (Configuration - Structure)
  • Knowledge Management (Configuration - Structure)
  • Organizational Design (Configuration - Structure)
  • Outsourcing (Configuration - Structure)
  • Crowdsourcing (Configuration - Process)
  • Flexible Manufacturing (Configuration - Process)
  • Intellectual Property (Configuration - Process)
  • Lean Production (Configuration - Process)
  • Localization (Configuration - Process)
  • Logistics Systems (Configuration - Process)
  • On-Demand Production (Configuration - Process)
  • Predictive Analytics (Configuration - Process)
  • Process Automation (Configuration - Process)
  • Process Efficiency (Configuration - Process)
  • Process Standardization (Configuration - Process)
  • Strategic Design (Configuration - Process)
  • User-Generated (Configuration - Process)
  • Added Functionality (Offering - Product Performance)
  • Conservation (Offering - Product Performance)
  • Customization (Offering - Product Performance)
  • Ease of Use (Offering - Product Performance)
  • Engaging Functionality (Offering - Product Performance)
  • Environmental Sensitivity (Offering - Product Performance)
  • Feature Aggregation (Offering - Product Performance)
  • Focus (Offering - Product Performance)
  • Performance Simplification (Offering - Product Performance)
  • Safety (Offering - Product Performance)
  • Styling (Offering - Product Performance)
  • Superior Product (Offering - Product Performance)
  • Complements (Offering - Product System)
  • Extension / Plug-ins (Offering - Product System)
  • Integrated Offering (Offering - Product System)
  • Modular Systems (Offering - Product System)
  • Product Bundling (Offering - Product System)
  • Product / Service Platforms (Offering - Product System)
  • Added Value (Experience - Service)
  • Concierge (Experience - Service)
  • Guarantee (Experience - Service)
  • Lease or Loan (Experience - Service)
  • Loyalty Programs (Experience - Service)
  • Personalized Service (Experience - Service)
  • Self-Service (Experience - Service)
  • Supplementary Service (Experience - Service)
  • Total Experience Management (Experience - Service)
  • Try Before You Buy (Experience - Service)
  • User Communities / Support Systems (Experience - Service)
  • Context Specific (Experience - Channel)
  • Cross-Selling (Experience - Channel)
  • Diversification (Experience - Channel)
  • Experience Center (Experience - Channel)
  • Flagship Store (Experience - Channel)
  • Go Direct (Experience - Channel)
  • Multi-Level Marketing (Experience - Channel)
  • Non-Traditional Channels (Experience - Channel)
  • On-Demand (Experience - Channel)
  • Pop-Up Preference (Experience - Channel)
  • Brand Extension (Experience - Brand)
  • Brand Leverage (Experience - Brand)
  • Certification (Experience - Brand)
  • Co-Branding (Experience - Brand)
  • Component Branding (Experience - Brand)
  • Private Label (Experience - Brand)
  • Transparency (Experience - Brand)
  • Values Alignment (Experience - Brand)
  • Autonomy and Authority (Experience - Customer Engagement)
  • Community and Belonging (Experience - Customer Engagement)
  • Curation (Experience - Customer Engagement)
  • Experience Automation (Experience - Customer Engagement)
  • Experience Enabling (Experience - Customer Engagement)
  • Experience Simplification (Experience - Customer Engagement)
  • Mastery (Experience - Customer Engagement)
  • Personalization (Experience - Customer Engagement)
  • Status and Recognition (Experience - Customer Engagement)
  • Whimsey and Personality (Experience - Customer Engagement)

Innovations

Columns
  • Name
  • Identifier
  • Attachment
  • Category
  • Creator
  • Date
  • Description
  • Next steps
  • Notes
  • Status

Innovative IT services & solutions

Columns
  • Name
  • Identifier
  • Accountability
  • Business challenge
  • Category
  • Description
  • Implementation approach
  • Improvement by technology
  • Responsibility
  • Status
  • Technology opportunities
  • Technology threats

Innovative people

  • Columns
    • TBD...
Content template
  • What promising things did you learn about in school / your current company?
  • What are interesting things happening at other companies?
  • What are the most important trends in our industry?
  • Who are our most promising competitors?
  • What are our competitors doing and planning?
  • What are possible disruptive innovations for us in the future?
  • What are innovations you imagined, developed, implemented before?
  • What is the business idea you are working in your free time on?
  • What would you tell our CEO to change our business?
  • How do you handle setbacks and failures? How do you motivate yourself?
  • How do you handle the improper support of your employer for your ideas?
  • How can we support you with the right leadership?
  • How can we support you with the right coaching?
  • How can we support you with the right mentoring / sponsoring?
  • How can we support you with the right feedback?
  • How can we support you with the right people community?
  • Summary on knowledge
  • Summary on skills
  • Summary on experience
  • Summary on growth mindset

Investment opportunities

Columns
  • Name
  • Identifier
  • Category
  • Created
  • Description
  • Last changed
  • Owner

Major enterprise architecture changes

Columns
  • Name
  • Identifier
  • Accountability
  • Challenge
  • Change impact
  • Change value
  • Implementation approach
  • Responsibility
  • Solution
Categories
  • Business architecture
  • Data architecture
  • Application architecture
  • Technology infrastructure architecture

Major initiatives

Columns
  • Name
  • Identifier
  • Accountability
  • Budget
  • Challenge
  • Change Impact
  • Goal
  • Goal
  • Outcomes
  • Outputs
  • Plan
  • Prioritization
  • Resources
  • Responsibility
  • Risks
  • Roadmap: this year
  • Roadmap: this year +1
  • Roadmap: this year +2
  • Roadmap: this year +3
  • Schedule
  • Solution
  • Stakeholders

Market expert interviews

  • Columns
    • TBD...
Content template
  • How do we anticipate technology developments?
  • How do we anticipate new business models?
  • How do we anticipate market challenges in the next ten years?
  • How do we encounter market disruptors?
  • How do we develop our own solution incrementally?
  • How do we develop our own business model radically and/or disruptively?
  • How do we create new markets?
  • How do we create a unique value proposition and/or unfair advantage?
  • How do we anticipate but not predict the future?
  • How do we interview more market experts?

Markets

Columns
  • Name
  • Identifier
  • Analysis
  • Attachments
  • Category
  • Challenges
  • Entry barriers
  • Expert interviews
  • Identifier
  • Learning activities
  • Major shifts
  • Opportunities
  • Owner
  • Possible positioning approaches
  • Roadmap
  • Status
  • Typical business models

Minimum viable products

Columns
  • Name
  • Identifier
  • Category
  • Created on
  • Description
  • Feedback
  • Innovation idea
  • Last changed
  • Owner
  • Roadmap
  • Status

Organizational assets

Columns
  • Name
  • Identifier
  • Accountability
  • Category
  • Created on
  • Description
  • Feedback
  • Future development
  • Last changed
  • Owner
  • Responsibility
  • Roadmap
  • Status
Rows
  • Content
  • Methodology
  • Registered Intellectual Property
  • Philosophy
  • Identity
  • Ambassadors
  • Positioning
  • Channels
  • Data
  • Gifts
  • Product for Prospects
  • Core Product
  • Product for Customers
  • Marketing and Sales System
  • Management and Administration System
  • Operations System
  • Key People of Influence
  • Sales and Marketing
  • Management and Administration
  • Technicians
  • Business Plan
  • Valuation
  • Structure
  • Risk Mitigation

Portfolio advisors

Columns
  • Name
  • Identifier
  • Advice
  • Category
  • Description
  • Feedback
  • Last change
  • Status

Portfolio elements

  • Columns
    • TBD...

Portfolio funds

  • Columns
    • TBD...

Portfolio reviews

  • Columns
    • TBD...

Proof-of-concept initiatives

Columns
  • Name
  • Identifier
  • Accountability
  • Business case
  • Category
  • Created on
  • Description
  • Description
  • Expected business outcomes
  • Initiative
  • Last changed
  • Owner
  • Proof-of-concept outcome
  • Responsibility
  • Status

Third-party innovation experts

Columns
  • Name
  • Identifier
  • Category
  • Collaboration mode
  • Contract
  • Description
  • Interviews
  • Owner
  • Resume
  • Status
  • Subject matter expertise

Venture capital cooperation activities

Columns
  • Name
  • Identifier
  • Accountability
  • Category
  • Description
  • Investment focus
  • Responsibility
  • Status

Technology & Infrastructure

Asset risk assessments

  • Columns
    • TBD...

Assets

  • Columns
    • TBD...

Availability reports

  • Columns
    • TBD...

Availability reviews

  • Columns
    • TBD...

Backup reports

  • Columns
    • TBD...

Backup reviews

  • Columns
    • TBD...

Business impact assessments

  • Columns
    • TBD...

Capacity reports

  • Columns
    • TBD...

Capacity reviews

  • Columns
    • TBD...

Capacity thresholds

  • Columns
    • TBD...
Change requests

Columns

  • Name
  • Identifier
  • Approval
  • Business owner
  • CAB event
  • CAB feedback
  • Category
  • Category
  • Change requester
  • Created on
  • Date
  • Impediment
  • Implementation status
  • IT owner
  • Last changed
  • Priority
  • Research & evaluation
  • Status
  • Tags

Change time slots

  • Columns
    • TBD...

Configuration items

  • Columns
    • TBD...

Configuration reports

  • Columns
    • TBD...

Configuration reviews

  • Columns
    • TBD...

Continuity exercises

  • Columns
    • TBD...

Continuity reports

  • Columns
    • TBD...

Continuity reviews

  • Columns
    • TBD...

Data backup requirements

  • Columns
    • TBD...

Data backup tests

  • Columns
    • TBD...

Data backups

  • Columns
    • TBD...

Data quality assessments

  • Columns
    • TBD...

Data sources

  • Columns
    • TBD...

Event logs

  • Columns
    • TBD...

Events

  • Columns
    • TBD...

Incidents

  • Columns
    • TBD...

Major incidents

  • Columns
    • TBD...

Performance thresholds

  • Columns
    • TBD...

Potential disasters

  • Columns
    • TBD...

Problems

  • Columns
    • TBD...

Requestable services

Service audits/reviews

Columns
  • Name
  • Identifier
  • Assistant auditors
  • Category
  • Chief auditor
  • Date
  • Improvement plan
  • Results
  • Service
  • Status

Service catalog reviews

Columns
  • Name
  • Identifier
  • Assistant reviewers
  • Category
  • Chief reviewer
  • Date
  • Improvement plan
  • Results
  • Status

Service changes

Columns
  • Name
  • Identifier
  • Category
  • Evaluation
  • Implemented changes
  • Owner
  • Proposed changes
  • Status

Service demands

Columns
  • Name
  • Identifier
  • Category
  • Category
  • Creator
  • Date
  • Decision
  • Description
  • Manager feedback
  • Next review date
  • Next steps
  • Status

Service desk agents

  • Columns
    • TBD...

Service disputes

Columns
  • Name
  • Identifier
  • Category
  • Date
  • Description
  • Mediation result
  • Provider response
  • Result review date
  • Services
  • Status
  • Status

Service evaluation criteria

Columns
  • Name
  • Identifier
  • Category
  • Created on
  • Description
  • Feedback
  • Last changed
  • Status

Service improvements

Columns
  • Name
  • Identifier
  • Category
  • Creator
  • Date
  • Description
  • Manager feedback
  • Next steps
  • Related outcomes
  • Status

Service levels

Columns
  • Name
  • Identifier
  • Category
  • Compliance status
  • Contracts
  • Description
  • Measurement
  • Next review date
  • Outcome
  • Owner
  • Service
  • Status
  • Target

Service metrics (outcomes)

Columns
  • Name
  • Identifier
  • Agreement
  • Category
  • Date
  • Evaluation
  • Explanation
  • Mitigation
  • Status

Service packages

Columns
  • Name
  • Identifier
  • Category
  • Description
  • Included services
  • Price / unit
  • Request authorization
  • Service
  • Status
  • Unit

Service portfolio elements

Columns
  • Name
  • Identifier
  • Category
  • Creation date
  • Description
  • Evaluation
  • Last update
  • Next review date
  • Owner
  • Status

Service portfolio audits/reviews

Columns
  • Name
  • Identifier
  • Assistant reviewers
  • Category
  • Chief reviewer
  • Date
  • Improvement plan
  • Results
  • Status

Service reports

Columns
  • Name
  • Identifier
  • Attachment
  • Category
  • Creator
  • Date
  • Service
  • Status
  • Summary

Service requests

  • Columns
    • TBD...

Services

Columns
  • Name
  • Identifier
  • Avg. yearly volume
  • Category
  • Contract
  • Notes
  • Our owner
  • Provider (customer)
  • Provider (customer) owner
  • Start & end date
  • Status

Solution audits

  • Columns
    • TBD...

Solutions

Columns
  • Name
  • Identifier
  • Avg. yearly volume
  • Category
  • Contract
  • Notes
  • Our owner
  • Start
  • Status
  • Vendor

Technical services

  • Columns
    • TBD...

Test plans

  • Columns
    • TBD...

Tests

  • Columns
    • TBD...

Workarounds

  • Columns
    • TBD...