I've built and sold a company, facilitated hundreds of strategic planning sessions, and learned which tools actually work versus which ones just sound good. These are the resources I keep coming back to and share with founders who ask.
I sold my company in 2020, and the transition was harder than I expected. These are the resources that helped me prepare mentally and strategically for what came next.
White paper from Yale School of Management on the psychological reality of life after exit. Nobody talks about this part, but they should.
Bo Burlingham's book on getting the exit right. Most founders only get one shot at this.
These are tools I've built and refined over years of facilitating strategic planning. Free to use.
Budget and forecast template for annual planning
Structure for meaningful one-on-one conversations with your team
Clarify roles, responsibilities, and expectations