Strategise

20 templates

Audience research, stakeholder mapping, competitive analysis, message architecture, channel planning, and measurement design — the intelligence layer that comes before anything is published.

New to this phase? Read the Strategise reference

Phase

All Strategise Create Govern Monitor Transform

Difficulty:

Strategise Starter 25 minutes

Comms Audience Profile

A one-page audience profile that helps communications professionals understand who they are communicating with before they start writing, planning, or pitching – covering role context, motivations, barriers, and communication preferences.

View template ⟶

Strategise Intermediate 25 minutes

Media Pitch Builder

A structured approach to writing media pitches that journalists actually respond to – with angle variants for news, features, comment, and exclusive stories.

View template ⟶

Strategise Intermediate 30 minutes

Stakeholder FAQ Builder with Audience Variants

A framework for building FAQ documents for multiple stakeholder audiences from a single core narrative – covering employees, media, board, customers, and partners.

View template ⟶

Strategise Intermediate 40 minutes

Brand Positioning Audit

Assess where your brand actually sits in the minds of your audience versus where you want it to sit – and identify the specific messaging gaps that need to close.

View template ⟶

Strategise Intermediate 35 minutes

Competitor Comms Audit

Analyse how your key competitors communicate – their messaging, channels, tone, and narrative positioning – to identify gaps and sharpen your own strategy.

View template ⟶

Strategise Advanced 28 minutes to complete the briefing document; additional time for Q&A prep depending on complexity

Analyst Relations Briefing Document

A structured briefing document for analyst meetings – covering company narrative, competitive positioning, product roadmap framing, proof points by analyst priority area, a Q&A prep grid, and post-briefing follow-up template.

View template ⟶

Strategise Starter 23 minutes Featured

Audience Segmentation Worksheet

Define, profile, and prioritise distinct audience segments to tailor communications and allocate resources effectively.

View template ⟶

Strategise Intermediate 28 minutes Featured

Campaign Brief

A comprehensive campaign planning document that aligns stakeholders on objectives, strategy, creative direction, and execution before work begins.

View template ⟶

Strategise Intermediate 24 minutes Featured

Channel Strategy Matrix

Map messages to optimal channels with strategic rationale based on audience behaviour and campaign objectives.

View template ⟶

Strategise Starter 18 minutes Featured

Communications Plan One-Pager

A single-page strategic overview that captures your communications objectives, audiences, approach, and measurement without the need for a 40-page deck.

View template ⟶

Strategise Intermediate 23 minutes

Executive Quote Pack

Pre-approved spokesperson statements that translate core messages into authentic, quotable language suitable for media, events, internal communications, and customer interactions.

View template ⟶

Strategise Starter 22 minutes

FAQ Builder

Systematic Q&A development template that transforms anticipated questions into strategic messaging opportunities with consistent tone and credibility.

View template ⟶

Strategise Starter 19 minutes

Key Messages Grid

Audience-specific message variants that systematically adapt core messages for different personas, channels, and contexts whilst maintaining strategic consistency.

View template ⟶

Strategise Starter 25 minutes Featured

Message House

Structured narrative framework that builds a foundational house of messages with core positioning at the roof, three pillars of support, and detailed proof points in the foundation.

View template ⟶

Strategise Starter 18 minutes

Myth vs Fact Sheet

Counter-narrative template that systematically addresses misconceptions and competitor claims by isolating myths, stating facts, and providing evidence.

View template ⟶

Strategise Intermediate 26 minutes Featured

Objectives & Measurement Framework

Define SMART communications objectives and establish key performance indicators to measure campaign success.

View template ⟶

Strategise Intermediate 24 minutes

Positioning Statement Generator

Core positioning articulation that systematically defines target audience, category, key differentiation, and supporting proof to create a clear, defensible market position.

View template ⟶

Strategise Intermediate 27 minutes

Proof Points Bank

Evidence library organiser that catalogues and categorises research, data, testimonials, and credentials to support messaging claims with verified proof points.

View template ⟶

Strategise Starter 24 minutes Featured

Quarterly Comms Planning Grid

Create a 90-day communications calendar with activities, owners, and dependencies to align teams and ensure consistent execution.

View template ⟶

Strategise Starter 22 minutes

Stakeholder Mapping Matrix

A systematic framework for identifying, analysing, and prioritising stakeholders based on their power, interest, and support levels to inform engagement strategy.

View template ⟶

Frequently asked questions

Can AI write a communications strategy or plan?: AI can get you 70–80% of the way to a first draft — structuring objectives, mapping audiences, and drafting message architecture — but the strategic judgement is yours. The templates here pair an AI prompt with a human review step so the output is grounded in your context, not generic.
How do I use AI for stakeholder mapping?: Start from a structured framework rather than a blank prompt. The Stakeholder Mapping template gives the AI the power, interest, and support dimensions to work from, then you validate and prioritise. AI speeds up the first pass; you make the calls on engagement.
What's the difference between a template and an AI prompt here?: Each template is a complete workflow: the structure to fill in, an embedded AI prompt you can copy into ChatGPT, Claude, or Gemini, and a checklist to review the result before it's used. You get the thinking and the prompt, not just one or the other.

These templates are part of the Learn hub: the operating system, a readiness check, written-up sessions, and training.