Practical tools

Good questions. Useful conversations.

Working checklists to help you reflect on your business, organise a team discussion and identify where a closer look may be useful. Use them on screen, download the questions or print a copy.

Working checklists

Business operations · Checklist

Where is work getting stuck?

Nine questions to help your team identify unclear handovers, repeated work and opportunities to improve capacity.

Use the checklist
Investment proposition · Checklist

Does every investment option have a clear purpose?

Nine questions to help you examine the structure, delivery and oversight of your firm's investment proposition.

Use the checklist
Integration planning · Checklist

Are you clear about the work after an acquisition?

Nine questions to help an acquiring firm identify integration decisions, dependencies and responsibilities before delivery begins.

Use the checklist
How to use these tools

A starting point for your thinking.

Mark each question as you consider it. Completion records your progress through the questions; it does not rate your business or confirm readiness. The checklists are available to use without registration.

Your selections stay in the current page and are cleared when you reload it. Print a copy if you want to keep a record.

Your next step

Let’s start with what matters to your firm.

A specific decision, a challenge that keeps coming back, or simply a sense that something needs to change. Start with a conversation.

Discuss your priorities