Define
Clarify who you are, why you exist and what makes you different.
Your Strategic Foundations Hub
Build clarity around who you are, how your organisation is structured, who you serve and the personal ambition that drives each person forward.
Follow the four-step journey below to create foundations your team can understand and act on.
Organise
Design clear roles, reporting lines and accountability.
Focus
Understand the organisations and people you serve best.
Motivate
Connect every person to a meaningful personal ambition.
Build Your Strategic Foundations
Complete the four steps in order to align the business, your customers and your people.
Company Identity
Define who you are, why you exist and how you stand apart in the market.
Set your long-term vision â where you are going
Define your mission â how you will get there
Capture your core values and unique value proposition
Organisation Design
Map how your organisation works and give every person clear ownership.
Build your current organisation structure in TPOS
Define roles through clear success profiles
Give managers and team members the right Team Pod view
Ideal Customer Profile
Get specific about the organisations you serve and the people who buy from you.
Define the organisations that are your best fit
Identify the buyers and decision-makers within them
Use deeper customer insight to sharpen your messaging
My Personal BHAG
Help every person capture the personal ambition behind the work they do.
Define the personal why that motivates you
Picture the meaningful future you are working toward
Create a bold, measurable personal BHAG
Get the Most from This Hub
Watch a quick overview to see how company identity, organisation design, customer focus and personal ambition work together.
Company Identity
Define who you are, where you are going, how you will get there and what makes you different.
Strategic Foundations walkthrough
What youâll see
- Your long-term vision and where the business is heading.
- Your mission and how the organisation will deliver that vision.
- The core values that guide behaviours and decisions.
- Your unique value proposition and what makes you different in the market.
How to use this page
- Work through each section with your leadership team.
- Capture clear, practical statements that reflect the business you want to build.
- Review the completed identity with your team to create shared direction and alignment.
One connected identity
Vision, mission, core values and your unique value proposition should reinforce one another and give the organisation clear direction.
Organisation Design
Map your current structure, clarify accountabilities and connect each person to the plans and information relevant to their role.
Strategic Foundations walkthrough
What youâll see
- Your current organisational structure mapped across the platform.
- Clearly defined roles, responsibilities and success profiles.
- Manager and team-member access aligned to each personâs position.
- Team Pods that connect people to the plans, tasks and information relevant to them.
How to use this page
- Map the organisation as it operates today before designing the future structure.
- Define what success looks like for every role and confirm who owns each responsibility.
- Assign each person to the appropriate Team Pod and platform view.
- Review the structure regularly as roles, responsibilities and the business evolve.
Design around accountability
Start with the organisation as it operates today, then refine the structure only after roles and accountabilities are clear.
Ideal Customer Profile
Define the organisations, buyers and decision influences that represent the strongest fit for your business.
Strategic Foundations walkthrough
What youâll see
- The types of organisations your business is best positioned to serve.
- The industries, size, characteristics and needs of your ideal customers.
- The decision-makers and influencers involved in buying your services.
- The problems, priorities and motivations that shape their decisions.
How to use this page
- Be specific about the customers you want to attractânot simply everyone you could serve.
- Build profiles for both the ideal organisation and the individuals involved in the purchase.
- Use these insights to sharpen your services, messaging and sales conversations.
- Review your profile as your market position and customer base evolve.
Specific beats broad
A useful ICP helps the team qualify opportunities, sharpen service positioning and recognise the buyers most likely to value what you do.
My Personal BHAG
Capture a meaningful long-term ambition and connect personal motivation to role development and organisational direction.
Strategic Foundations walkthrough
What youâll see
- A space for every person to capture their personal long-term ambition.
- The individual motivation behind what they want to achieve.
- A connection between personal goals, their role and the organisationâs direction.
- Personal BHAGs for CEOs, managers and frontline team members.
How to use this page
- Define a meaningful ambition that gives you something worth working towards.
- Capture why it matters to you personallyânot only what you want to achieve.
- Discuss how your role and development can help move you towards that goal.
- Revisit your Personal BHAG during 1:1s, performance conversations and planning.
Make the ambition personal
The BHAG should describe something meaningful to the individual, not simply another business KPI or annual task.
Next: Organisation Design
Common Questions
Do we need to complete the four sections in order?
The order creates a logical foundation, but you can revisit any section as the business, market or team evolves.
What is a Team Pod?
A Team Pod connects people to the plans, tasks and information relevant to their position and responsibilities.
Can we have more than one Ideal Customer Profile?
Yes. Create focused profiles for the customer types that matter and keep one clearly identified as the primary target if useful.