Module 0 worksheet

Strategic Alignment Worksheet

Purpose: Force your Company, Market, and Customer work into contact with each other and write down where they agree, where they grind, and what you will do about it. The output is your Strategic Blueprint — the single point of truth every later step reads from.

When to run it: Once, after the Company Context, Market Awareness, and Customer Avatar worksheets are complete. Revisit whenever any of those three is substantively updated.

Inputs (read these before you start):

  • Completed Company Context worksheet — core offer, Unique Mechanism, value proposition, Brand Voice adjectives, brand story.
  • Completed Market Awareness worksheet — competitor positioning, validated differentiation, trends, channel landscape.
  • Completed Customer Avatar worksheet — profile, pains and deep fears, goals and dreams, beliefs, watering holes.

Fill each cell with the single most strategically loaded element from the relevant pillar — not a copy of everything you wrote there. Source each entry to the work it came from.


Part 1 — The Aligned Foundation Grid

1. Context & Offering (the “What”)2. Problem & Positioning (the “Why Us”)3. Communication & Connection (the “How”)
A. Company ClarityA1: Core products + Unique Mechanism
(What you sell and the mechanism that makes it work)

________________
________________
________________
A2: Your promise + mission/values
(The single result you commit to; why you exist)

________________
________________
________________
A3: Brand Voice + personality/story
(Voice adjectives; the narrative and feeling)

________________
________________
________________
B. Market AwarenessB1: Position vs competitors + channels
(Where you sit in the field; where attention lives)

________________
________________
________________
B2: Market gap + validated differentiation
(The gap you can own; why it holds against rivals)

________________
________________
________________
B3: Market sentiment + channel register
(How the market talks; voice adaptation per channel)

________________
________________
________________
C. Customer Deep DiveC1: Avatar profile
(Who they are, where they are, what they believe)

________________
________________
________________
C2: Specific pains + deep fears
(The precise problem you solve, in their words)

________________
________________
________________
C3: Goals, dreams + feelings sought
(Where they want to get; the emotional state they want)

________________
________________
________________

Part 2 — Column coherence check

Read each column top to bottom. It must tell one coherent story. Mark each and note the tension if there is one.

Column 1 — the “What.” Does the offer make obvious sense for the exact customer named, with a position against competitors that is visible and defensible? ☐ Coherent ☐ Tension found Note any gap — e.g. the Unique Mechanism (A1) does not set you apart in a way the avatar (C1) cares about: ________________________________________________

Column 2 — the “Why Us.” Does your promise (A2) answer both the validated market gap (B2) and the specific deep pain (C2)? Write three sentences that feel flatly, obviously true. If you can only fill it with marketing language (“best-in-class,” “seamless”), there is work to do. ☐ Coherent ☐ Tension found Three true sentences — or the euphemism you caught yourself reaching for: ________________________________________________

Column 3 — the “How.” Does your Brand Voice (A3) resonate with the avatar’s desired emotional state (C3) and work on the channels Market Awareness flagged (B3)? ☐ Coherent ☐ Tension found Note any voice-channel or voice-emotion mismatch: ________________________________________________


Part 3 — Cross-row check (the strategic heart)

Compare B2 (validated differentiation) against C2 (avatar’s deep pain).

  • Does your differentiation hit that pain directly? ☐ Yes ☐ Not quite
  • Is it meaningfully better than what competitors already offer? ☐ Yes ☐ Not quite

If “not quite” anywhere, name the gap rather than papering over it: ________________________________________________


Part 4 — Gap analysis & decision

List each misalignment surfaced above. For each, decide: fix now (return to the relevant pillar) or proceed with awareness (note it as a monitored risk). The test: would the gap predictably degrade a specific lever in the Multiplier chain? If yes, fix now.

Misalignment patternWhere it showsFix now / MonitorLever at risk
Mechanism–market mismatch____________________________________
Voice–channel disconnect____________________________________
Promise–capability gap____________________________________
Avatar–offer mismatch____________________________________

Part 5 — The Strategic Blueprint summary

When the grid is validated, write the one-line answers. This is the standing reference for every step ahead.

  • WHO you serve: ________________________________________________
  • WHAT unique value you offer: ________________________________________________
  • WHERE they are / what the market looks like: ________________________________________________
  • WHY they choose you over any alternative: ________________________________________________
  • HOW you speak to them: ________________________________________________

Part 6 — AI context blocks

Translate the validated Blueprint into the three blocks prompts/Foundation.md expects. Complete these before moving into ATTRACT.

  • Customer Context (avatar profile, key pains, goals, channels — from rows C and B1): ________________________________________________
  • Differentiation Context (competitive position + Unique Mechanism made explicit — from A1, B1, B2): ________________________________________________
  • Voice Context (brand voice adjectives, personality, channel register — from A3, B3): ________________________________________________

Instructions:

  1. Lay the three pillars side by side. Company Context, Market Awareness, Customer Avatar — all visible at once.
  2. Populate the grid one column at a time (Part 1). Pull only the most strategically relevant element from each pillar. Source every entry to the work it came from; an unsourced entry is an assumption wearing a fact’s clothing.
  3. Run the column coherence check (Part 2). Each column must read as one story. Where rows A, B and C fight, the Customer row (C) wins — you can change your mechanism or your positioning; you cannot talk a customer into wanting something else.
  4. Run the cross-row check (Part 3) on differentiation against deep pain. Be honest; “not quite” is a finding, not a failure.
  5. Do the gap analysis (Part 4). For each misalignment, decide fix-now or monitor by the lever-degradation test.
  6. Write the Blueprint summary (Part 5) and the AI context blocks (Part 6).
  7. Favour specificity over completeness. Three precise cells beat nine vague ones. A thin cell is a signal to go back, not a failure of the worksheet.

Feeds: → the HOOK step and every downstream step in ATTRACT, CONVERT and GROW. The Blueprint is the intelligence layer every later prompt and brief reads from.


Chapter: 1.4-alignment.md · Prompt: prompts/Foundation.md · SOP: “Build the Strategic Blueprint” (in 1.4-alignment.md)