Investor Ready Worksheets

SWOT Analysis

SWOT analysis helps you identify the internal and external factors that are assisting or hindering your business.

The Learning Loop Tool

This worksheet provides a framework to plan and learn from your daily activities in your business. It helps you to define how the work you do now informs what you do next.

Business Model Canvas

A one page overview that outlines what you do and how you go about doing it and why you do it.

Problem Definition

Investors want to know what problem you are solving with your products and services. Use this simple worksheet to help you articulate the problem you have identified.

Thinking Hats

This tool helps look at different viewpoints and perspectives to make a better informed decisions.

Building Partnerships Map

The Building Partnerships Map describes a series of phases and guidelines to help you build your partnership with key stackholders including distribution channels and joint ventures.

Idea Generator

Generate ideas by looking at a problem or opportunity from a range of perspectives.

1 Page Business Plan

A Business Plan is a way of providing detail on the operational and economic requirements to make your business successful.

Value Mapping

What makes you do what you do? The Value Mapping tool helps you answer this question.

Creative Workshops

Creative Workshops is a great worksheet to provide invaluable insights into people’s perspectives on issues affecting your business.

Critical Task List

This tools helps you set out to do is actually possible with the timeframe and budget you have available

Theory of Change

The Theory of Change is a worksheet that helps you build a roadmap to achieving your most strategic business goals.

Prototype Testing Plan

The Prototype Testing Plan provides the tools to view the different ways in which you can test your business idea, products and concepts

Scaling Plan

Once you have launched your business, build a plan to scale your business operations, geography, customer base and distribution.

Improvement Plan

Improvement Plan provides a collection of questions to help you look at your business, product & services differently and inspire new solutions and ideas.

Marketing Mix

The Marketing Mix worksheet is designed to help you examine your products and services from the customers perspective.

Experience Map

The Experience Map allows you to see your business, products and services through the eyes of the people receiving, benefitting and funding it.

Creating a Blueprint

A Blueprint gives an overview of your business’s operations, such as key activities, products, services, and points of interaction.

People and Connections Map

The People & Connections Map is a quick and simple way to visualise in your business exactly who you are trying to reach and how.

Personas

This Personas worksheet whelp ensure that your activity stays focused on most important people you want to service in your business.

Cause Diagram

The Cause Diagram allows you to break down problems and complex issues affecting your business and find new solutions.

Target Group

The Target Group tool is a way to understand the different people you want to reach in your business, and the resources you need.

Evidence Planning

The Evidence Planning tool is a quick way to help articulate and improve what you are trying to accomplish in your business.

Promise and Potential

The Promises & Potential Map is a simple way to define your added value by mapping the relationship between what you do and who you are doing it for.