Strategy Doc Template

Core Doc: No more than 3 pages

Context

• Content: Why are we working on this project? Why is it important?

• Format: 1-2 paragraphs.

Decisions

• Content: What decisions must be made now?

• Format: Bulleted list of yes/no statements.

Summary

• Content: What did we learn?

• Format: 1-2 pages. Key insights followed by supporting evidence. Use Minto Pyramid.

Recommendations

• Content: What should we do as a result of our findings?

• Format: 0.5-1 page. Table with actions, owners, resourcing, timing.

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Appendix: Everything that is not essential to the above

Detailed findings

• Content: Full support for summary and recommendations.

• Format: Key insights followed by supporting evidence. Use Minto Pyramid. Go nuts on the length.

Supporting docs

• Content: Related docs, past work.

• Format: Links that 1-line summaries.

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