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Resources

Working tools, not brochures.

Each resource here is the same instrument we use inside client engagements: structured, evidence-based and designed to be completed by a leadership team in a single working session.

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Checklists, guides and templates

Downloads are open. No form is required, and nothing is gated behind a marketing sequence.

Showing 6 of 6 resources

AI and digital

AI Readiness Checklist

A five-part self-assessment covering leadership intent, use case selection, workforce capability, governance and adoption measurement.

  • Preparing an executive team for a first AI programme
  • Testing whether existing AI activity is governed
  • Building a sequenced ninety day readiness plan
Download resourcePDF checklist

Leadership and management

Manager Effectiveness Checklist

A behaviour-level review of clarity, delegation, feedback, team routines and leadership conduct over the last ninety days.

  • Manager self-assessment ahead of a development programme
  • Structured conversation between a manager and their leader
  • Diagnosing why a capable team is missing commitments
Download resourcePDF checklist

HR and people systems

HR Audit Checklist

An evidence-based audit of compliance and records, structure and roles, performance and reward, capability and workforce analytics.

  • Establishing the current state of people systems
  • Preparing for growth, restructuring or investor review
  • Sequencing HR investment in the right order
Download resourcePDF checklist

HR and people systems

Performance Management Checklist

A design and operating review of the performance cycle, including the hard cases most systems leave undefined.

  • Redesigning an appraisal process managers avoid
  • Testing whether the cycle fits the time managers have
  • Agreeing rating and calibration standards in advance
Download resourcePDF checklist

Strategy

Strategic Planning Guide

A practical sequence for producing a strategy that can be executed: current position, priorities, initiatives, measurement and governance.

  • Running an annual planning cycle with a leadership team
  • Converting ambition into sequenced initiatives
  • Installing a review rhythm that produces honest status

Learning and development

Training Needs Analysis Template

A working spreadsheet for capturing capability gaps by role, scoring priority and building a costed learning plan with live formulas.

  • Commissioning training against gaps rather than interest
  • Prioritising a learning budget across departments
  • Producing a defensible annual training plan
Download templateExcel template

Use with support

Most organizations know the gaps. The difficulty is sequencing the response.

If a completed checklist shows several gaps at once, the next step is prioritisation rather than parallel effort. We can review your completed assessment and propose a sequenced plan.