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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.

Toolkit by plan
PlanStrategy ToolsTemplates
Research seatNot includedNot included
Partner Solo20 of 23Included
Partner PracticeAll 23Included
Partner EnterpriseScoped to your firmScoped to your firm

Bring the toolkit to the next engagement.

See which plan fits your firm.