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

Worksheets¹

Questions to work through, one decision at a time.

The PESO channel audit: paid, earned, shared and owned on one gridA worksheet that lists every channel the brand uses under paid, earned, shared and owned media, with the job each does, its budget or effort, its owner and its KPI, so gaps, overlaps and over-reliance show at a glance. After Gini Dietrich's PESO model.Worksheet60 min

Clear the filters