Strategy

Strategy

Strategy Day Toolkit

Toolkit

Run your own strategy day.

A complete set of tools and a running order to plan and run your own strategy day, ending with a clear 90-day plan.

Format

Digital download, instant access

DESIGNED FOR

Leadership teams setting or resetting direction

Strategy · Toolkit
£ 95 

One-off. Choose the toolkit on its own, or add a coaching call with James.

Buy now

Yours to keep, organisation-wide

QUICK SUMMARY

In a nutshell.

INCLUDES
  • A running order for a half-day and a full-day session
  • Analysis tools to read your market and your position
  • Frameworks to set intent and make clear choices
  • A trade-offs and readiness check before you commit
  • A 90-day rollout and commitments template
OUTCOMES
  • A shared read of your market and position
  • A clear strategic intent and the trade-offs behind it
  • A 90-day plan with named owners and checkpoints
DEEP DIVE

The process, step by step.

Each tool has a specific job and a specific place in the running order. Run them like this and the outcome takes care of itself.

CLICK EACH ITEM TO READ MORE
Strategy Radar
Reading the landscape together
90 minutes

Canvas

A structured environmental scanning tool that maps the forces acting on an organisation across three time rings (Now, Medium term, Horizon) and six categories (Capability, Culture, Operations, Customers, Competition, The Wider World), each with two sub-bearings. Marker size encodes pressure. Draws on the logic of SWOT, PESTLE, Five Forces, and Blue Ocean thinking without requiring participants to run those frameworks separately.
Read more about this tool →
Strategic Intent
Ambition, Arena, Edge, Proof
90 minutes

Framework

Creative Huddle's proprietary framework for setting strategic direction. A four-part structure, Ambition, Arena, Edge and Proof, that guides a leadership team from environmental awareness through to a clear, shared, and honestly tested strategic position.
Read more about this tool →
Competitive Landscape
Understand your competitors and where you can win.
60 minutes

Framework

Assessing the competitive landscape is crucial for any company to identify its position in the market, understand its competitors, and develop strategies to maintain or improve its competitive advantage. We'll help you undertake an assessment and acknowledgement of competitive forces that will shape your approach to your strategy.
Read more about this tool →
Strategic Trade-Offs
What are we deliberately stepping back from?
60 minutes

Exercise

The opening session of Day 2. Takes the Strategic Intent outputs and moves them from direction-setting into prioritisation, asking the team to make explicit decisions about what they will stop, reduce, or deprioritise in light of their chosen strategy.
Read more about this tool →
Strategic Wiring
Check whether the organisation can actually deliver the strategy.
90 minutes

Framework

A facilitated session that examines the capabilities, systems, and structures the strategy depends on. Identifies where the organisation's current internal wiring supports the strategy and where it needs to be rebuilt, reinforced, or created from scratch.
Read more about this tool →
Strategy into Action
Turn strategic choices into a concrete 90-day plan.
90 minutes

Framework

Translates the strategic choices from the Strategic Intent session into a concrete 90-day plan. Participants map key milestones, identify resource gaps, and agree the first decisions that need to be made before execution can begin.
Read more about this tool →
Strategic Commitments
Convert strategy decisions into owned commitments.
45 minutes

Exercise

The closing module of the strategy workshop. Participants convert the day's decisions into a set of specific, named commitments: who does what, by when, and what success looks like. This is the moment where strategy becomes intention.
Read more about this tool →
Strategy Rollout
How do we make it real?
60 minutes

Exercise

The closing module of the strategy workshop, combining Strategic Storytelling, communication planning, and commitment-setting. Participants learn how to tell the strategic story compellingly, plan who needs to hear it and how, and leave with specific personal commitments connected to the choices made during the workshop.
Read more about this tool →
DEEP DIVE

The agenda, step by step.

The session is made up of a series of explainers, scenarios and tools. Read more below to get a clear picture of what to expect.

CLICK EACH ITEM TO READ MORE
Strategy Radar
Reading the landscape together
90 minutes

Canvas

A structured environmental scanning tool that maps the forces acting on an organisation across three time rings (Now, Medium term, Horizon) and six categories (Capability, Culture, Operations, Customers, Competition, The Wider World), each with two sub-bearings. Marker size encodes pressure. Draws on the logic of SWOT, PESTLE, Five Forces, and Blue Ocean thinking without requiring participants to run those frameworks separately.
Read more about this tool →
Strategic Intent
Ambition, Arena, Edge, Proof
90 minutes

Framework

Creative Huddle's proprietary framework for setting strategic direction. A four-part structure, Ambition, Arena, Edge and Proof, that guides a leadership team from environmental awareness through to a clear, shared, and honestly tested strategic position.
Read more about this tool →
Competitive Landscape
Understand your competitors and where you can win.
60 minutes

Framework

Assessing the competitive landscape is crucial for any company to identify its position in the market, understand its competitors, and develop strategies to maintain or improve its competitive advantage. We'll help you undertake an assessment and acknowledgement of competitive forces that will shape your approach to your strategy.
Read more about this tool →
Strategic Trade-Offs
What are we deliberately stepping back from?
60 minutes

Exercise

The opening session of Day 2. Takes the Strategic Intent outputs and moves them from direction-setting into prioritisation, asking the team to make explicit decisions about what they will stop, reduce, or deprioritise in light of their chosen strategy.
Read more about this tool →
Strategic Wiring
Check whether the organisation can actually deliver the strategy.
90 minutes

Framework

A facilitated session that examines the capabilities, systems, and structures the strategy depends on. Identifies where the organisation's current internal wiring supports the strategy and where it needs to be rebuilt, reinforced, or created from scratch.
Read more about this tool →
Strategy into Action
Turn strategic choices into a concrete 90-day plan.
90 minutes

Framework

Translates the strategic choices from the Strategic Intent session into a concrete 90-day plan. Participants map key milestones, identify resource gaps, and agree the first decisions that need to be made before execution can begin.
Read more about this tool →
Strategic Commitments
Convert strategy decisions into owned commitments.
45 minutes

Exercise

The closing module of the strategy workshop. Participants convert the day's decisions into a set of specific, named commitments: who does what, by when, and what success looks like. This is the moment where strategy becomes intention.
Read more about this tool →
Strategy Rollout
How do we make it real?
60 minutes

Exercise

The closing module of the strategy workshop, combining Strategic Storytelling, communication planning, and commitment-setting. Participants learn how to tell the strategic story compellingly, plan who needs to hear it and how, and leave with specific personal commitments connected to the choices made during the workshop.
Read more about this tool →
What you leave with

Three things you walk away with.

Many strategy days generate plenty of discussion and little that survives contact with the diary. This toolkit gives you a tested running order and the tools to read your landscape, make deliberate choices and turn them into a concrete plan.

A shared read

A shared read of your market and position

Clear intent

A clear strategic intent and the trade-offs behind it

A 90-day plan

A 90-day plan with named owners and checkpoints

How it works

From booking to the room.

one

Book your seat

Choose a date and book online. You get instant confirmation, and an invoice if you need one.

two

Get your details

We send joining instructions, the location or link, and anything to prepare beforehand.

three

Come along

Join a small cohort of peers from other organisations for the session.

four

Take it back

Leave with practical tools and a clear next step to put to work with your own team.

How it works

From purchase to running it.

one

Buy the kit

A one-off purchase, with instant access to every file and a licence for your whole organisation.

two

Download everything

Get the full toolkit as a single download: guides, tools, workbook and slides.

three

Make it yours

Read the facilitator's guide and tailor the deck and materials to your team.

four

Run it

Use the kit as designed and lead your team through the process from start to finish.

In the kit

Everything you need, from start to finish.

The kit is built to be opened and used. No theory to interpret, no convoluted instructions or setup. Everything is ready.

Facilitator's playbook

A step-by-step running order with timings and prompts, so you can run the session with confidence.

Editable slide deck

A brandable deck in PowerPoint and Keynote to run the session your way.

Printable workbooks and canvases

Every tool as a print-ready worksheet or canvas, for the room or a whiteboard.

Coaching call with James

An optional 30-minute call to plan your session and get the most from the kit.

In the SESSION

Time well spent, from start to finish.

I've been delivering open workshops for years. They're different beasts to in-person sessions, and I use a considered mix of technology and facilitation techniques to make them effective and engaging experiences. Here's what you can expect when you attend this one.

Placeholder illustration

Facilitator's playbook

A step-by-step running order with timings and prompts, so you can run the session with confidence.

Editable slide deck

A brandable deck in PowerPoint and Keynote to run the session your way.

Printable workbooks and canvases

Every tool as a print-ready worksheet or canvas, for the room or a whiteboard.

Coaching call with James

An optional 30-minute call to plan your session and get the most from the kit.

Is it right for you?

An honest read on fit.

A good fit if
  • Your leadership team needs to set or reset direction
  • You want to run the day yourselves with a clear structure
  • You want decisions that turn into a plan with owners
  • You are ready to make deliberate choices about where to focus
Probably not for you if
  • You want James to facilitate the strategy offsite
  • You want a strategy written for you
  • You are looking for a lecture on strategy theory
  • Your team is not ready to commit to choices

Common questions.

What's included in the toolkit?

Every tool in the kit, a facilitator playbook with a running order and timings, an editable slide deck, printable workbooks and canvases, and worked examples. Everything you need to run it yourself.

How is it delivered?

It is a digital download. The moment you buy, you get instant access to download everything, yours to keep.

Do I need facilitation experience to run it?

No. Every tool comes with step-by-step facilitator notes and timings, so you can run it with confidence even if you have never facilitated before.

Can I run it with my whole team or organisation?

Yes. Your licence is organisation-wide, so you can use it with any team, as many times as you like.

Can I edit and brand the materials?

Yes. The slides and worksheets are editable, so you can brand them and adapt them to your own context.

Can I get help running it?

Yes. You can add a coaching call with James to plan your session, or bring him in to facilitate it for you.

Need a hand?

Talk to James first.

If you are not sure whether this is right for your team, a short call is the fastest way to find out. No pressure, no pitch.