The toolkit

Canvases, templates, checklists, worksheets and calculators to use today. Each one is built on a named framework, explained with its sources, and ready to fill in here, print or download. What you type stays in your browser.

18 tools

Canvases¹

One page that holds a whole idea, filled in together.

The IMC plan canvas: the whole integrated plan on one pageEight boxes, filled in order, that turn a business problem into one integrated plan: situation, objectives, audience, message, mix, timing, budget and measurement. Built on PR Smith's SOSTAC and the marketing plan outline in Kotler and Keller.Canvas90 min

Templates¹

The documents a plan needs, with the headings already right.

The agency brief template: the client's business brief to every agencyThe brief a client sends to its agencies and internal teams: where the business is now, where it needs to be, who it must reach, what the work must achieve, the budget, timing and rules, and how success will be measured. One brief for every discipline, after the industry's joint briefing guides.Template60 min

Worksheets²

Questions to work through, one decision at a time.

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