Guides and practical resources
Curated, practical guides on strategy, planning, KPIs, and AI consulting — each one connected to how Cogliva turns an unclear challenge into structured action.
Strategy types
Cogliva covers 18 strategy types across six families — each backed by its own methodology so the New Strategy Wizard adapts to the kind of strategy you are building. Explore a family, then open the guide for the specific type you need.
Enterprise & time-horizon
Whole-organization direction and period-based planning: full business, annual, and multi-year strategies.
3 typesExplore familyMarket & commercial
How the organization grows, positions, and wins in its markets: growth, go-to-market, market entry, differentiation, customer, and product/service strategies.
6 typesExplore familyTransformation & capability
Building new capability and changing how the organization operates: digital transformation, AI, operational improvement, and innovation strategies.
4 typesExplore familyTransaction & recovery
High-stakes transitions and stabilization: mergers & acquisitions and turnaround strategies.
2 typesExplore familyNetwork & protection
Working through others and safeguarding the organization: partnership/ecosystem and risk & resilience strategies.
2 typesExplore familyFlexible / topic-specific
A controlled, adaptive structure for a strategic topic that does not yet have a dedicated methodology.
1 typeExplore familyStrategy & execution
Enterprise AI strategy framework
Build an enterprise AI strategy with a structured framework — from diagnosis and prioritized use cases to a roadmap your organization can execute.
Read the guideFor leadership & consultantsAI governance, strategy & risk
How leadership teams pair AI governance with strategic planning — managing policy, risk, and compliance without losing the agility to execute.
Read the guideFor leadership & consultantsStrategic portfolio management
What strategic portfolio management (SPM) is and how it differs from traditional planning — moving from static spreadsheets to a living, continuously rebalanced strategy portfolio.
Read the guideFor leadership & consultantsSPM vs PPM: Strategic vs Project Portfolio Management
How Strategic Portfolio Management differs from Project Portfolio Management — scope, decisions, cadence, and when to use each to keep execution aligned with strategy.
Read the guideFor foundersBusiness Model Canvas vs Cogliva
How the Business Model Canvas compares to Cogliva's AI-native diagnostic workflow — from a static one-page map to a connected, executable strategy.
Read the guideFor leadership & consultantsCascade Strategy vs Cogliva
Compare Cascade Strategy's execution-first approach with Cogliva's diagnostic-first workflow — why identifying the real business challenge first produces a stronger, more adaptable strategy.
Read the guideFor leadership & consultantsStrategy execution framework
Connect objectives to initiatives, KPIs, and a review cadence so strategy turns into measurable progress instead of a forgotten document.
Read the guideFor leadership & consultantsStrategy execution vs strategic planning
Why most plans stall at the handover, how execution differs from planning, and how to run both as one continuous system.
Read the guideFor leadership & foundersVision & mission statements
How to craft a strategic vision statement and mission statement — with examples, templates, and how they anchor continuous strategy management.
Read the guideFor leadership & founders56 vision statement examples by industry
A gallery of 56 vision statements from well-known organizations across eight industries — with notes on what makes each one work and how to adapt the shape to your own strategy.
Read the guideFor consultants & leadershipTurn strategy into a tactical plan
Convert a business strategy into a tactical plan — objectives to initiatives, owners, milestones, and KPIs that make execution real.
Read the guideFor leadership teamsStrategy review cadence
Design a weekly, monthly, and quarterly review rhythm that keeps strategy current, surfaces problems early, and drives decisions.
Read the guideFor leadership & consultantsStrategic initiatives
How to define, prioritize, and track strategic initiatives so they advance objectives — with owners, scoring, and a review rhythm.
Read the guideFor leadership teamsWhy strategies fail after the offsite
The common breakdowns between planning and execution — and how to keep a strategy alive with ownership, measures, and cadence.
Read the guideFor leadership & consultantsGE McKinsey Matrix
A practical guide to the GE McKinsey (9-box) Matrix for business portfolio analysis — how to score industry attractiveness and competitive strength, read the nine cells, and turn the grid into invest, hold, and harvest decisions.
Read the guideFor leadership & consultantsCompetitor analysis frameworks
The competitor analysis frameworks that change decisions — Porter's Five Forces, strategic group analysis, perceptual mapping, competitor profiling, and win/loss — and how to move from analysis to a defensible position.
Read the guideFor leadership & consultantsPorter's Five Forces
A practical guide to Porter's Five Forces — how to assess competitive rivalry, supplier power, buyer power, the threat of substitution, and the threat of new entry, and turn the analysis into strategy.
Read the guideFor leadership & consultantsBuyer's guide to strategic planning software
How to evaluate and choose strategic planning software — the capabilities that matter, evaluation criteria, buying process, and questions to ask vendors before you commit.
Read the guideFor leadership, founders & consultantsWhat is business strategy?
A clear definition of business strategy — what it is, what it isn't, its five essential components, and how it differs from planning, vision, and tactics.
Read the guideFor leadership, founders & consultantsWhat is strategic planning?
A definition of strategic planning, the step-by-step process, and how it differs from business strategy — with a worked example and common pitfalls.
Read the guideDiagnostics & business challenges
Business diagnostic framework
How leadership teams assess context, surface the real challenge, and reach a shared diagnosis before committing to a strategy.
Read the guideFor consultants & leadershipDiagnose a business challenge
Move from symptoms to a precise diagnosis before choosing a strategy — so the right strategic response becomes clear.
Read the guideFor leadership & consultantsBusiness challenge profile
What a business challenge profile is and what leaders should define before planning — context, scope, stakes, and constraints.
Read the guideFor consultants & leadershipRoot cause analysis vs strategy diagnosis
How root cause analysis and strategy diagnosis differ, when to use each, and how diagnosis goes beyond fixing a fault to choosing a direction.
Read the guideFor leadership & consultantsBusiness Challenges Library
A structured library of business challenge families across 22 domains — the shared vocabulary Cogliva uses to diagnose problems and ground strategy recommendations.
Read the guideKPIs, OKRs & measurement
KPI examples by industry & function
A library of measurable KPI examples organized by industry and business function, with guidance on choosing the few that actually matter.
Read the guideFor leadership & consultantsStrategic KPIs
How to choose strategic KPIs that steer execution — anchored to objectives, balancing leading and lagging measures, and reviewed on a cadence.
Read the guideFor leadership & consultantsOKRs vs KPIs
What OKRs and KPIs are each for, how they differ, and how to run ambition and health together without turning goals into a metrics dump.
Read the guideFor leadership & consultantsBalanced scorecard & strategy map
How the balanced scorecard's four perspectives and a strategy map connect financial, customer, process, and learning objectives into one cause-and-effect system.
Read the guideFor leadership & consultantsV2MOM framework, template & examples
Salesforce's V2MOM in practice — Vision, Values, Methods, Obstacles, and Measures with a one-page template, worked example, and comparison to OKRs and the balanced scorecard.
Read the guideFor leadership & consultantsChief Strategy Officer role & responsibilities
What a Chief Strategy Officer owns — the strategy process, diagnostics, decision framing, the initiative portfolio, and the KPIs that show the function is working.
Read the guideAI & consulting practice
How to start an AI consulting practice
A practical path from traditional consulting to AI-augmented delivery — how to position, package, diagnose, deliver, and scale an AI consulting practice.
Read the guideFor consultantsAI tools for strategy consultants
Where AI genuinely speeds up diagnosis, analysis, and deliverables for consultants, where human judgment stays essential, and how to keep client work defensible.
Read the guideFor consultantsProductize strategy diagnostics
Turn one-off diagnostics into a repeatable, productized service — consistent method, defined scope, and delivery that scales beyond the founder's hours.
Read the guideConsultant growth & delivery
Sell strategy consulting to SMEs
A practical guide for consultants who want to communicate value clearly, understand the SME's real problem, and scope strategy work responsibly from the first conversation.
Read the guideFor consultants & advisorsConsulting discovery call questions
Use these discovery questions to understand context, challenges, priorities, and execution risks before recommending a strategy approach.
Read the guideFor consultants & advisorsStrategy consulting proposal template
Learn how to structure a strategy proposal around outcomes, deliverables, responsibilities, and success measures — so expectations are aligned before work begins.
Read the guideFor consultants & advisorsHow to price a strategy diagnostic
A responsible approach to pricing diagnostics and business reviews based on scope, complexity, depth of analysis, and value delivered — not on charging as much as possible.
Read the guideFor consultants & leadershipHow to run a strategy workshop
A practical agenda for running a strategy workshop with a leadership team — from preparation and diagnostic review to objectives, initiatives, KPIs, and follow-up.
Read the guideFor consultants & advisorsClient onboarding checklist
A practical onboarding checklist for strategy consultants — context, stakeholders, existing strategy, KPIs, decision rights, confidentiality, and communication cadence.
Read the guideFor consultants & advisorsCreate a repeatable consulting methodology
How consultants move from ad hoc delivery to a consistent, transparent method — without becoming rigid — using diagnostics, strategy design, tactical plans, and reusable deliverables.
Read the guideFor consultants & advisorsBuild a sustainable strategy retainer
How consultants can support strategy execution over time through review cadence, signals, and measurable progress — a sustainable retainer built on genuine client need.
Read the guideFor consultants & advisorsConsulting case study template
A structure for documenting business impact credibly — problem, context, diagnostic findings, actions, KPIs, results, and lessons learned — without exaggerated claims.
Read the guideFor solo consultantsAI for solo consultants
How solo consultants can use AI to increase delivery capacity without losing quality — supporting research, structuring, and drafting while keeping judgment and confidentiality central.
Read the guideTemplates & deliverables
30-60-90 day plan template
A 30-60-90 day plan template for strategic engagements — structure the first 90 days from diagnosis to decision to execution.
Read the guideFor leadershipExecutive 30-60-90 day plan
An executive 30-60-90 day plan for leadership transitions — diagnose the organization, align the leadership team, and deliver early wins.
Read the guideFor new managers30-60-90 day plan for managers
A practical 30-60-90 day plan for new managers — learn the role, build trust, and deliver early wins in the first 90 days.
Read the guideFor consultants, founders & leadershipStrategic roadmap template
A strategic roadmap template that aligns leadership teams — moving from diagnosis to a sequenced, visual timeline of initiatives, owners, and milestones.
Read the guideFor leadership & consultantsChief Strategy Officer job description template
A copy-and-adapt CSO job description: role purpose, reporting line, key responsibilities, required skills, performance indicators, and variants for startup, mid-market and enterprise scale.
Read the guideFor consultantsClient strategy report template
A reusable structure for client strategy reports — from context and diagnosis to recommendations, plan, and KPIs — so every deliverable is consistent and decision-ready.
Read the guideManagement Systems
Explore practical guides on ISO 9001, quality management, integrated management systems, AI-supported quality practices, and the future of management intelligence. Learn how to move beyond static documentation toward management systems that strengthen performance, decision-making, and continuous improvement.
ISO 9001:2026 Transition
Understand the expected transition from ISO 9001:2015, assess readiness, identify gaps, and prepare a practical improvement roadmap.
5 guidesExplore hubHigh-Performance QMS
Build a quality management system that improves performance, strengthens accountability, and supports continuous improvement.
11 guidesExplore hubIntegrated Management Systems
Learn how to connect quality, environmental, safety, information security, and other management systems into one coherent operating model.
3 guidesExplore hubAI-Native Management Systems
Explore how strategy, AI, management review, signals, and continuous intelligence can modernize the way management systems work.
6 guidesExplore hubVenture Building
Practical guides on building and validating new ventures — from framing an opportunity and discovering the customer problem to testing assumptions, designing a business model, assessing feasibility, and launching. Learn how to turn a raw idea into a venture backed by evidence, then take it into strategy and execution.
Venture Building & Validation
Turn a raw idea into a validated venture — opportunity, customer problem, assumptions, experiments, business model, and feasibility.
8 guidesExplore hubLaunching & Scaling a Venture
Take a validated venture to launch and beyond — launch paths, milestones, readiness, and the transition into strategy and execution.
4 guidesExplore hubPut a guide into practice
Start with a single diagnostic and let Cogliva turn the framework into a plan grounded in your real situation.