Employee On-Boarding or Training Materials

Strategic Hiring Plan

Recommendations for Hiring Process

User interviews

Customer Journey Map

Journey maps are often a part of the Design Think process. Journey maps consider different stages and what the users are thinking, feeling and experiencing. It tracks users’ satisfaction (on the vertical axis) at specific periods (horizontal axis) before, during and after the service is provided. It can outline a specific user’s experience or the experience created based on a persona. It can also be used to map a user’s first-time experience or their reoccurring experiences based on the main service and issue.

In its most basic form, journey mapping starts by compiling a series of user actions into a timeline. Next, the timeline is fleshed out with user thoughts and emotions to create a narrative. This narrative is condensed and polished, ultimately leading to a visualization.

Most journey maps follow a similar format:

• Service: Determine the main service or path the customer is going to take, from awareness to exit.
• User: Identify the main user – this is usually based on the persona that has been created.
• Timeline: Establish a finite amount of time or specific phases of the service to structure the journey map around. At the top along the x-axis write down these phases, or segment the timeline.
• Outline touchpoints: The points where users interact with the service across all channels. Write out each touchpoint on a sticky and place touchpoints in chronological order of when they would occur, noting which actions come before others (make a path).
• Understand emotions: Understand the feeling and thoughts of the user at each touchpoint, based on previously collected qualitative user research. Place these quotes or feelings along with the journey map at the touchpoints that correspond to them. Put negative points towards the bottom and positive ones toward the top. This will show the changes in emotions as time progresses.
• Layout: The layout of each customer journey map is different and could be determined by a team’s personal style or thought process. The important part is incorporating all the pieces, the touchpoints, emotions, quotes and timeline. This can then be refined or digitized into a layout that you find more desirable.

Source: Queen’s Printer for Ontario, 2012–to22

See Design Thinking Module for More

Competitor Analysis Report

A competitor analysis report includes the following:

• Product summary
• Competitor strengths and weaknesses
• Competitor strategies and objectives
• Outlook: is the market growing? Flat? Splintering into niche segments?

Strategic Plan

Involves defining an organization’s goals and making decisions to ensure the business can reach those goals. Can cover all aspects of this process, from helping team members visualize company goals to understanding how they fit into that process.

Elements of a Strategic Plan

• What is the plan for each area of the organization as it pertains to the overall goals?
• What are the goals for one year, two years?
• What are the strengths and weaknesses of the business?
• How does the organization intend to use its resources to advance its goals?
• What are the external and internal challenges faced?
• What are the development priorities for the next 3 to 5 years?

Wireframe

A redesign of the client’s website, app, workflow etc..

Sales Plan

A typical sales plan includes the following sections:

• Target customers: Who your company aims to serve with its products and services.
• Revenue targets: How much revenue your team aims to bring in each period.
• Strategies and tactics: The specific actions your team will take to reach revenue targets.
• Pricing and promotions: Documentation of your offering’s prices and any upcoming promotions that can convert customers.
• Deadlines and DRIs (Directly Responsible Individuals): Outline any important dates for deliverables and list who is accountable for their completion.
• Team structure: Who is on your team, and what their role is.
• Resources: The tools your team uses to reach revenue targets.
• Market conditions: Pertinent information about your industry and the competitive landscape.

Sections:

1. Mission and Background
2. Target Market
3. Tools, Software, Resources
4. Positioning
5. Marketing Strategy
6. Prospecting Strategy
7. Action Plan
8. Goals
9. Budget

Supply Chain Analysis Presentation

Application Security Audit Checklist

• Create model of application
• Gain Approval of application. Model
• Make sure the applications authentication system is up
• Restrict access to application directories and feels
• Implement session expiration timeout
• Forbid multiple concurrent sessions
• Provide least privilege to application users
• Implement CAPTCHA and email verification system
• Use encryption algorithms that meet data security requirements
• Avoid vulnerable API or function calls
• Run security audit on source codes
• Conduct web application vulnerability scan
• Conduct penetration test

Cybersecurity Analysis Proposal

1. Executive Summary
2. Background
3. Proposal
4. Options (Pros & Cons)
5. Risk Assessment
6. Market Research
7. Implementation
8. Requirements
9. Financial Requirements

Cybersecurity For Organization Proposal PowerPoint Presentation

1. Table of Contents
2. Project Context and Objectives
3. Process flow
4. Timeline
5. Communication plan
6. Detail research and background knowledge to justify choices

IT Project Proposal Template

1. Introduction
2. Problem
3. Solution
   1. Key Features
   2. How it addresses pain point
4. Project description
   1. Detail phases
   2. Project schedule/timeline

Marketing Plan

Marketing plans can be brief, covering a single campaign, or they can be long-term, detailing your marketing efforts for an entire year. Most marketing plans should include goals, market position, timeline, and performance indicators.

• Product/Service – what is it?
• Price – compare to industry standards
• Promotion – what channels will you use to reach consumers?
• Place – where is it sold?
• Packaging – how does your product/service appear on the outside?
• Positioning – what ia the perception consumers have of your product/service?
• People – who in your organization will do each task related to the plan?

Steps:

1. Write an executive summary
2. Set metric-driven marketing goals
3. Outline user personas
4. Research competitors
5. Set accurate key metrics
6. Set tracking or reporting guidelines

Marketing Strategy

Successful strategies will give you the foundation for effective planning, so you are able to understand the industry and your organization’s place in it.

Market Research Reports

Market research generally involves gathering information about the needs, problems and wants of your customers. This research can help you come up with your customer personas and specific problems you want to solve with your product or service. Use charts and graphs to compare demographic information like customer age, gender, location, and occupations. Include the main conclusions you came from after analyzing your data
You can conduct market research in two ways:

1. Qualitative research (calls, focus groups)
2. Survey research

Digital Marketing Report

A digital marketing report should include any (or all) of the following data:

• An overview of the current digital marketing strategy
• The main marketing goals and whether they are being met
• An overview of conversion metrics, including the number of leads, paid vs. organic leads, and cost per conversion
• An overview of key traffic metrics, organized by channel
• An SEO overview, including any changes in rankings for target keywords
• An overview of PPC campaigns running, including clickthrough rate, ROI and cost per click
• An overview of social media channels, including engagement metrics and leads from specific channels

Tips:

• Provide an overview of the performance of all channels, or a particular channel
• Organize report by channel (“Organic Search”, “Social Media”, “PPC”) or by specific campaigns/projects
• Use bar charts and tables to compare performance on different marketing channels
• Try to communicate information concisely and focus on only one topic per page or slide

Content Calendar and Creation

A content calendar is a schedule used by content creators, including professionals, who work in marketing, web production, and publishing. It is a core workflow tool and the central hub for content teams. Whatever form a content calendar might take, they always list content assets and help you track progress and deliverables.

Summative Assessment of Business Entity

• Compare and contrast the non-tax operational features of various entity forms including formalities, rights and duties of owners, liabilities, effect of bankruptcy and dissolution.
• Develop a list of questions to ask the client to perform an analysis and determine the appropriate entity form for the business.
• Interview client to determine the specific needs concerning control, rights and duties, liabilities, taxes, formalities, effect of bankruptcy, and dissolution.
• Analyse the client’s answers to the questions concerning specific needs related to control, rights and duties, liabilities, taxes, formalities, effect of bankruptcy, and dissolution.
• Recommend an appropriate business form based on the business owner’s specific needs. Justify choices in making a recommendation.

Consumer Trends Reports

Document findings and build strategies based on customer preferences and attitudes towards a brand.

1. Consumer Insights: the meaning behind the consumer’s behavior. Explain people’s motivations, needs, pains, etc.
   1. Preferences
   2. Habits
   3. Behaviors
2. Customer Segmentation: divide target user into groups with similar characteristics.
3. Consumer Trends and Projections

Go-To-Market Strategy

Market Sizing Revenue Potential Estimate

General Business Report

1. Title Page
2. Table of Contents
3. Executive Summary
   1. Overview of Issues, Analysis, and Solution(s)
4. Introduction
   1. Purpose of Report
   2. Problems to Be Covered
   3. Methods Used
5. Analysis of Issues
6. Recommendations
7. Conclusion
8. Appendixes
9. References

Patient Behaviour Journey Map

1. Scope the depth of the journey that is important for your strategic objective
2. Map the hypothetical patient journey
3. Identify unknowns and areas of uncertainty within journey
4. Conduct exploratory ethnographic research with target patients and stakeholders to dig deeper into decisions and influencers
5. Refine map based on learnings
6. Prioritize key decisions and articulate the underlying influencers, social determinants, and biases of each

Stock and Trading Report

SWOT Analysis

Analyze strengths, weaknesses, opportunities, and threats.

Growth Engine (AARRR)

To map and identify the crucial actions and tactics to implement to make sure a user becomes a paying customer. Use the following tool to build a growth funnel and identify where you should focus your energy.

Investment Analysis

Budgeting and Tracking

Proposals

The general purpose of a proposal is to persuade readers to do something, such as purchase goods or services, fund a project, or implement a program.

Proposals often demonstrate that a problem exists that needs attention and address a very specific audience with the authority to move your suggestions forward.

Proposals may contain other elements—technical background, recommendations, results of surveys, information about feasibility, and so on. But what makes a proposal a proposal is that it asks the audience to approve, fund, or grant permission to do the proposed project.

To write a successful proposal, put yourself in the place of your audience—the recipient of the proposal—and think about what sorts of information that person would need to feel confident having you complete the project.

Tips

• Think of three questions you know the decision-maker will have, and have your answers well-prepped, and/or include in the written report.
• Use the AIDA Model (Attention-Interest-Desire-Action)
• Gain attention, build interest, create desire, and motivate action
• Make sure to complete the following:
  • Demonstrate your knowledge
  • Provide concrete information and examples
  • Research the competition
  • Prove that your proposal is workable
  • Package your proposal attractively

Sections

• Introduction
  • Indicate content is a proposal for a specific solution
  • Write a motivating statement to encourage the recipient to read on and consider approving
  • Give an overview of contents
• Background on problem, opportunity, or situation: discuss what has brought about the need for the project
• Benefits and feasibility of the proposed project/solution/strategy/service, some proposals discuss the likelihood of the project’s success
• Description of the proposed work (results): At this early stage, you might not know all that it will take to complete your project, but you should at least have an idea of some of the steps required.
• Method, procedure, theory: explain how you will go about completing the proposed work. Show the audience you have a sound, thoughtful approach to the project and demonstrate that you have the knowledge of the field to complete the project.
• Schedule: project completion date, key milestones, a timeline of progress reports, etc.
• Costs, resources required: internal and external resources
• Conclusions: Bring readers back to a focus on the positive aspects of the project. In the final section, you can urge where to go to work out the details of the project, remind them of the benefits of doing the project, and maybe make one last argument in favour.

(Gross, et al., 2019, pp. 35-44)

Evaluation Checklist

Customer Barriers & Boosters

Map and segment interview notes validating your service/product prototype with your potential customers.