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Strategy Canvas

Jamie Crossman-Smith

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What it is: The Strategy Canvas is a workshop tool that helps you work backwards from your strategic goal to figure out what you need to do, what resources you need, and what has to change.

What it helps you achieve: It stops you jumping straight to solutions (like "build an AI tool") and forces you to think through actions, resources, and culture changes across four core areas of your business: Client Value, Risk, Teams, and Operations. It highlights gaps, dependencies, and quick wins so you know what to tackle first.

Who benefits most: Leadership teams and department heads who need to turn strategic goals into actionable plans. Works especially well when you're considering new technology or major change initiatives and need to work out if you're actually ready.

How to use it: Run it as a 2-3-hour workshop with post-its and dots. Start by defining your goal (column 1), then work through what you need to do (column 2), what resources you need (column 3), and what behaviours have to change (column 4) across each business area. Use dots to mark gaps, dependencies, quick wins, and priorities. The completed canvas shows you your critical path and where you're not ready.

Jamie Crossman-Smith

Founder & Principal @ Bloch AI

I help professionals and mid market companies make the most of technology, data, & AI.


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