Professional Documents
Culture Documents
toolkit
BMI Team charter
• Expectations
What do you expect from each other
• Team values
What are the overall core values that are
recognized by all team members?
in order to be(come) a successful team?
• Energy source
What generates energy in the group?
What gets everyone going?
• Team goal(s)
What is the goal you want to reach?
•
When is the effort a success?
•
Driver
Team members Who is behind the wheel? How
Who is on the bus and what
do they will you choose a direction and
lues, skills, take decisions (together)?
bring to the team? Roles, va
character traits?
• Trouble
•
What will you do when
the shit hits the “van”? Obstacles
What would prevent you, as a team,
to reach your goal(s)?
• Theme
• Theme
• Theme
• Theme
• Theme
• Vision statement
• Bold steps
• Supports
• Challenges
• Values
• Cover
e.g. magazine, e-zine, billboard, newspaper
• Big headlines
• The interview
• The bottom line
• Quotes
# Hashtags
@
• Should
Should-haves and
important features
• Could
Could-haves and
optional features
• Won’t
Won’t haves, things that
are definitely not on the table.
Also non-negotiables.
• Purpose
What is the purpose of your story? Your story can only have one purpose.
• Before
What does your audience think, feel, know,
want, before they have experienced your story?
1. Set the scene
What do you need to introduce?
What should be set up or explained?
2. Make your point
The audience’s a-ha moment.
3. Conclusion
The end of your story. What is the conclusion?
What is your call to action?
• After
What does your audience think, feel, know,
want, after they have experienced your story?
• Demographic trends
Look for data on demographics, education, employment.
Are there big changes that will impact your business?
• Rules & regulations
Are there trends in rules and regulations that
will impact your business in the near future?
• Economy & environment
What are trends in the economy and in the
environment that will impact your business?
• Competition
What trends do you see among
your competitors? Are there new entries?
Who are there unusual suspects?
• Your company
• Technology trends
What are the big technological changes
that will impact your business in the near future?
• Customer needs
What are the big trends in customer needs?
How do the expectations of customers
• Uncertainties
Do you see any big uncertainties?
Things that can have a big impact,
develop in the near future? but it’s unclear how or when?
• Key resources
What are the resources you need to create &
deliver your value proposition?
• Channels
How does your value proposition reach
your customer? Where can your customer
buy or use your products or services?
• Cost structure
What are the important costs you make
to create & delivery your value proposition?
• Revenue streams
How do customers reward you for the value you provide to them?
What are the different revenue models?
• Gain creators
What can you offer your customer to help them
• Gains
What would make your customer happy?
• •
achieve their gains? How do you outperform What would make their life and the job-to-be-done easier?
the current solution? How will adoption by your What do customers dream about?
Products & services customer be easier?
Job-to-be-done
• •
What are the products and services you can offer What is the job your customer wants to get done
your customer so they can get their job done? in their work or life? What are the functional, social,
Pain relievers Pains emotional jobs your customer wants to get done?
How can you help your customer to relieve What is annoying or troubling your customers?
their pains? What problems can you eradicate? What is preventing them from getting the job done?
How do you fix current underperforming solutions? What is keeping your customer awake at night?
How do you eliminate risks your customers fear?
How do you get rid of current barriers?
• Negative trends
Negative trends from the environment
• Positive trends
Positive trends from the environment
• Headaches
Professional and work
related issues • Opportunities
Professional and work related
positive outcomes
• Fears
Personal issues
• Need
What does this person
really want? • Hopes
Personal goals and hopes
Name _______________________________________________________
Role/occupation _______________________________________
Age __________________________________________________________
• Customer needs
• Key moments
Emotional impact
• Solutions
• Category 1
• Category 2
• Category 3
• Category 4
• Category 5
• Cost
• Revenue
• Incremental
• Key resources
What are the resources you need to create &
deliver your value proposition?
• Channels
How does your value proposition reach
your customer? Where can your customer
buy or use your products or services?
• Cost structure
What are the important costs you make
to create & delivery your value proposition?
• Revenue streams
How do customers reward you for the value you provide to them?
What are the different revenue models?
• Key features
• The experience
What can’t we skip this step?
• The experience
What can’t we skip this step?
• The experience
What can’t we skip this step?
• The experience
What can’t we skip this step?
• Customer’s benefit(s)
• Riskiest assumption
There can be only one riskiest assumption.
• High impact
• Falsifiable hypothesis
Construct your hypothesis
• Conclusion
Did your results match your hypothesis?
Or did they contradict your hypothesis?
Was your result clear enough?
Invalidated
Will drive
Inconclusive
_____________________________________________________________________________________________________
Within _________________________________________________________________________________________________________
• Experiment setup
What kind of experiment will you use?
What are you measuring? How many times?
• Next steps
What is your next move?
• Riskiest assumption
• Customer segment
• Customer need
• Method
• Level 8
Validate value delivery (left side of canvas)
• Level 7
Prototype high-fidelity minimum viable product
• Level 6
Validate revenue model (right side of canvas)
• Level 5
Validate product/market fit
Medium
• Level 4
Prototype low-fidelity minimum viable product
• Level 3
Problem/solution validation
• Level 2
Market size/competitive analysis
• Level 1
Complete First-Pass Business Model Canvas
Low
© Business Models Inc The Investment Readiness Level was created by Steve Blank.