Strategic Brief Template (drafting)

Sean Horgan

Goal: Align cross-org and cross-functional teams on the strategy that will drive key initiatives over the next 18-24 months.

What are the problems you are solving?

[P0] Problem: Outline the problems in a few bullet points

Are the problems related to software, data, technology/infra, policy or something else?

Who are the target customers & users?

[P0] Opportunity: How do the problems cost time, money, slow scientific progress etc?

How are those problems being solved today?

What is wrong with the current solutions?

Who are the other people trying to solve this problem and what have they tried?

Why haven’t other people solved this problem?

[P0] What’s your solution?

[P0] Outline the solution in a few bullet points

[P0] Key initiatives

What’s your unique value proposition?

What’s your unfair advantage?

[P0] Why is success strategically important for the company?

Who will pay for this?

[P0] How are you going to deliver the solution to the customer?

[P0] What does successful execution require over the next 12-18 months? (key decisions: eng focus, product trade-offs)

[P0] Outline the key delivery milestones

[P0] What is the Go-To-Market / Launch strategy in a few bullets

[P0] What are the key risks?

What are the key indicators / metrics that will tell you if this strategy is working?

What are the leading indicators of success & failure?

Needs/asks

What do you need for success?

What dependencies/blockers do you have that need clearing?

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