Toolkit
What your team does after the Snapshot.
23 Strategy Tools and 17 Templates on the partner plans. Partner Solo runs 20 of the 23.
23 Strategy Tools. Three of them (AI Business Case Generator, AI RFP Generator and AI Resourcing Planner) need a Roadmap, so they need the Blueprint.
Strategy Tools
23 Strategy Tools, by job.
A tool with a note beside it builds from an AI Transformation Roadmap.
Diagnose
Find the cause of a problem, map a process, and get specific about the customer.
- Root Cause Investigator
- Value Chain Analyzer
- Customer Persona Builder
- Customer Lens
Decide
Weigh the options on the evidence, and make the call.
- Executive Decision-Making Framework
- Hire vs Agent Decision Tool
Plan
Set the scope, sequence and resources before work starts.
- Strategic Thinking Canvas
- AI Industry Pattern Workshop
- First 100 Days of an AI Initiative
- AI Resourcing Planner (needs the Blueprint)
- AI RFP Generator (needs the Blueprint)
Design
Shape the solution, the roles and the team.
- Rapid AI Innovation Tool
- Role Redesign Workshop
- Team Design for AI-Augmented Work
Influence
Prepare what decision-makers need before they approve an initiative or agree terms.
- AI Initiative Buy-In Planner
- AI Initiative Board Briefing
- AI Business Case Generator (needs the Blueprint)
- Negotiation Simulator
Deliver
Run the work, track it, and handle risks and issues as they come up.
- Pre-Mortem Tool
- AI Risk Radar
Change
Check readiness, and plan the conversations and messages.
- AI Change Readiness Framework
- AI Change Communication Planner
- Role Change Conversation Prep
Templates
17 Templates, by job.
Solo documents name the firm in text, with a Mireto line. They carry no logo and no white-label. Practice and Enterprise add the firm's logo and can switch on full white-label.
Diagnose
Find the cause of a problem, map a process, and get specific about the customer.
- Pain Point Analysis
Decide
Weigh the options on the evidence, and make the call.
- AI Solution Assessment
- AI Initiative Prioritization Map
- AI Cost Benefit Assessment
Plan
Set the scope, sequence and resources before work starts.
- AI Initiative Charter
- RACI Matrix
- AI Solution Risk Assessment
Influence
Prepare what decision-makers need before they approve an initiative or agree terms.
- AI Stakeholder Map
- AI Stakeholder Tracker
Deliver
Run the work, track it, and handle risks and issues as they come up.
- AI Project Status Report
- AI Project Executive Update
- AI Project Risk Register
- AI Project Issues Register
- The ABCD Tool
- AI Program Health Check
Change
Check readiness, and plan the conversations and messages.
- AI Communications Plan
- AI Team Temperature Check
Which plans
Included on partner plans.
| Plan | Strategy Tools | Templates |
|---|---|---|
| Research seat | Not included | Not included |
| Partner Solo | 20 of 23 | Included |
| Partner Practice | All 23 | Included |
| Partner Enterprise | Scoped to your firm | Scoped to your firm |