Here’s how each piece fits together and what it’s used for:
Cards
What they are:
-
Single entities that capture an individual idea, insight, or item.
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Can be any type—e.g., Strength, Opportunity, KPI, Objective.
Example:
A Strength card describing a key competitive advantage.
Use cases:
Record a specific observation
Capture a decision
Describe one strategic component
Card Sets
What they are:
-
Simple collections of Cards grouped together however you choose.
-
No formal framework, just your own organization.
Example:
A Card Set with all SWOT-related cards you’re gathering for later.
Use cases:
✅ Collect related ideas in one place
✅ Prepare content before building a structured worksheet
✅ Share grouped cards with a teammate
Worksheets
What they are:
-
Structured collections of Cards organized into a specific framework.
-
Provide context and guidance to interpret the cards.
Example:
A SWOT Worksheet with Strength, Weakness, Opportunity, and Threat cards in their respective sections.
Use cases:
Analyze inputs in a consistent format
Apply frameworks like SWOT, PESTLE, or Balanced Scorecard
Get everyone working the same way
Workbooks
What they are:
-
Collections of Worksheets organized using the OODA Loop (Observe, Orient, Decide, Act).
-
Help you build out a strategy step by step.
Example:
A Workbook containing:
An Observation Worksheet capturing market signals
An Orientation Worksheet organizing insights into SWOT
A Decision Worksheet listing strategic options
An Action Worksheet with objectives and KPIs
Use cases:
Facilitate a strategy development process
Keep all thinking in one cohesive flow
Track progress across each OODA Loop stage
Playbooks
What they are:
-
Collections of Worksheets organized into a presentation format.
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Designed to communicate strategy clearly to stakeholders.
Example:
A Playbook to present at an executive meeting, including:
Vision and mission worksheets
SWOT analysis
Strategic priorities
Implementation plans
Use cases:
Build board-ready strategy presentations
Share plans with teams or leadership
Turn working documents into polished deliverables
Summary Table
Item | Purpose | How it’s Organized |
---|---|---|
Cards | Capture a single idea or element | Standalone |
Card Sets | Group cards however you like | Flexible, no framework |
Worksheets | Apply a framework to organize cards | Structured (SWOT, PESTLE, etc.) |
Workbooks | Guide a full strategy process | OODA Loop sequence |
Playbooks | Package strategy for presentation | Custom presentation format |
Tip:
You can move cards between these containers as you refine your strategy, making it easy to go from brainstorming to structured planning to final presentation.