Decision Playbooks

Resources

Step-by-step playbooks for major decisions, with each step linked to the tool, template or framework that does the work.

A playbook walks the whole decision from first framing to signature, in order. Guides tell you what to watch out for; playbooks tell you what to do next, and each step points to the scoring tool or copyable template built for it.

Follow along with a live process

Playbooks earn their keep when a real selection or programme is underway. Keep the relevant one open as the process runs.

Resources Hub

Playbook

Choosing a CRM

A step-by-step CRM selection playbook: fixing outcomes and behaviours first, auditing data and integrations, weighting requirements before demos, running a partner competition and negotiating for year three.

Open resource

Playbook

Changing ERP

A step-by-step ERP replacement playbook: the case for change, the standardisation decision, integrator selection, migration rehearsals with exit criteria, honest cutover design and governance that can stop the programme.

Open resource

Playbook

Hiring a Consulting Firm

A step-by-step playbook for hiring a consulting firm: defining the problem before firms shape it, designing a competition they cannot steer, negotiating the team rather than the rate, and deciding the ending in advance.

Open resource

Playbook

Running a Vendor Selection

A discipline-first playbook for significant vendor selections: gate requirements, anchored scoring, a comparable RFP, priced risk and a negotiation that keeps two finalists live until terms are agreed.

Open resource

Playbook

Entering a New Market

A step-by-step market entry playbook covering win conditions and walk-away criteria, bottom-up demand work, regulatory sequencing, route-to-market economics, local price testing and staged investment.

Open resource

Playbook

Implementing AI

A playbook for taking AI from pilot portfolio to production: choosing the process by economics, measuring the baseline, testing data readiness, designing oversight, and building a cost case that survives real volume.

Open resource

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