The working toolkit

Bring a better brief.

Copy a starting point for the next difficult conversation.
Each template comes with a guide to using it well.

Free template, one-page PDF

CTO remit

Agree what the CTO owns with the CEO, then revisit it when the company changes.

9 prompts: Business constraint, Outcomes I own, Decisions I can make, and 6 more.

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Free template, one-page PDF

Role and interview brief

Write it before a role opens and share it with every interviewer.

10 prompts: Capability we need, First meaningful outcome, Essential evidence, and 7 more.

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Free template, one-page PDF

One-to-one working note

Both people add notes before the one-to-one; the commitments carry over to the next.

7 prompts: What feels difficult or unclear, A specific example, What is working and should continue, and 4 more.

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Free template, one-page PDF

Growth opportunity

Plan one stretch opportunity with someone you manage, and agree how it will be judged.

9 prompts: Current role expectations, Capability to develop, Evidence from recent work, and 6 more.

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Free template, one-page PDF

Bounded project brief

Bound a project before work starts and return to it at each review point.

10 prompts: Problem and evidence, Useful outcome, Investment boundary, and 7 more.

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Free template, one-page PDF

Architecture decision record

Record a significant technical decision so the team can revisit it later.

11 prompts: Decision and owner, Observed constraint, Assumptions, and 8 more.

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Free template, one-page PDF

Incident learning review

Fill it in with the people involved, within a week of the incident.

10 prompts: Impact and evidence, Timeline with timestamps, What participants knew, and 7 more.

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Free template, one-page PDF

Security control register

One sheet per control, kept with dated evidence that it still works.

9 prompts: Asset or process, Failure we want to prevent or detect, Control, and 6 more.

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Free template, one-page PDF

Data decision brief

Write it before building a dashboard, a model, or a data change.

10 prompts: Decision and owner, Action the answer could change, Required timing, and 7 more.

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Free template, one-page PDF

Product problem brief

Agree the problem with product and design before choosing a solution.

10 prompts: Customer and task, What happens today, Evidence and unanswered questions, and 7 more.

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Free template, one-page PDF

Engineering executive update

Send it to the CEO or board each month, or before a major decision.

9 prompts: Outcome or material change, Evidence, Business consequence, and 6 more.

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Free template, one-page PDF

Handbook page

One page per real question, each with a named owner and a review trigger.

10 prompts: Question or task, Audience, Type, and 7 more.

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