Strategy workbook template

A good strategy workbook does one job: think a real strategy question through instead of settling for the first idea. The format matters, but the useful part is the thinking behind it. Readers need the context, the recommendation, the proof, and the next step without having to reverse engineer your intent.

Claude can turn the real question you're facing, your current thinking, the options on the table, and what you're unsure about into a clear first version. Send turns that version into a live page you can share, track, and revise as the conversation changes.

What to include in the strategy workbook

• The actual question or decision, stated precisely.
• Your current thinking, including what you're unsure about.
• The real options, not just the obvious one.
• The tradeoffs and what would have to be true for each.
• The direction you're leaning, and why.

Prompt to use in Claude

How to create it with Send

Give Claude the real question you're facing, your current thinking, the options on the table, and what you're unsure about, plus any constraints, examples, or audience notes that matter. Ask it to create the strategy workbook with the Send connector so the output becomes a page instead of another loose document.

After you share it, Send helps you see whether yourself and your team open it, come back to it, or share it internally. You can update the same link when details change.

Strategy workbook structure

1. 1

   The question

   What you're actually trying to decide.

2. 2

   The options

   The real paths, including the uncomfortable ones.

3. 3

   The tradeoffs

   What each path costs and assumes.

4. 4

   The lean

   Where you're landing, and why.

Why send a strategy workbook as a page

A strategy question thought through in writing holds up better than one talked through once and forgotten. Send keeps the thinking in one place you can revisit and share when you're ready.

Frequently asked questions