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

Canvases²

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
The customer journey map: stages, touchpoints, needs, feelings and ownersA canvas that lays one customer's journey along a line, from discovering a need to recommending the brand, and fills in what happens at each stage: the touchpoints, the need, the feeling, the message and the team that owns it. After McKinsey's consumer decision journey and the touchpoint research behind it.Canvas90 min

Worksheets¹

Questions to work through, one decision at a time.

The STP worksheet: segment the market, choose the target, set the positionA worksheet for the oldest sequence in marketing strategy: describe the segments on the bases that predict behaviour, score them, choose a targeting strategy and write the position. From Wendell Smith's 1956 paper to Kotler's textbooks.Worksheet75 min

Calculators¹

The arithmetic behind a rule of thumb, with its source and its limits.

The brand and activation split calculator: a starting point for the balanceEnter a budget and a context (consumer brands, B2B or financial services) to see the split between long-term brand building and short-term sales activation that the evidence suggests as a starting point: 60:40, 46:54 or 80:20.Calculator15 min

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