Chief of Staff (COS) Frameworks Templates Bundle

Description
About the "Chief of Staff" (COS) role in organisations and startups:

A Chief of Staff or (abrieviation COS) is a key executive who serves as the primary assistant to the leader of an organization, usually (but this is changing) a government agency (even the White House in the USA) or large corporation. The Chief of Staff is responsible for managing a leader's schedule (generally the CEO), coordinating the work of other executives and departments, and representing the leader to external parties. The Chief of Staff is often the leader's closest adviser and plays a vital role in helping the leader make important decisions. In government organizations, the Chief of Staff is often a high-ranking member of the leader's staff, and may have a great deal of influence over the direction of the organization.

However, in a startup, the Chief of Staff may also play a more hands-on role in helping to build and scale the business. This can involve tasks such as developing and implementing strategy, recruiting and managing employees, and identifying and pursuing new business opportunities. In a startup, the Chief of Staff may also be responsible for helping to secure funding and building relationships with key stakeholders, such as investors and customers.

For a CEO, having a Chief of Staff can be important for several reasons. First, the Chief of Staff helps the leader to be more effective and efficient by managing the leader's schedule, coordinating the work of other executives and departments, and representing the leader to external parties. This allows the leader to focus on the most important tasks and decisions, rather than getting bogged down in the day-to-day details of running the organization.

Second, having deep knowledge about the organisation's operations, the Chief of Staff can serve as a sounding board and trusted advisor to the leader, providing counsel and support as the leader makes important decisions. The Chief of Staff can help to ensure that the leader has all the necessary information and perspectives to make informed choices.

Finally, the Chief of Staff can help to build and maintain relationships with key stakeholders, such as employees, customers, and partners. This can be particularly important in a startup, where building a strong network of relationships can be critical to the success of the business.

Templates can be useful for a chief of staff in a number of ways. For one, templates can help to streamline the process of creating documents and other materials, which can save time and allow the chief of staff to focus on other important tasks. Additionally, templates can help to ensure that important information is included in a consistent manner, which can help to improve the overall effectiveness of the documents and materials being produced. Finally, templates can help to maintain a level of professionalism and consistency in the materials being produced by the chief of staff and their team, which can be important for building trust and credibility.

Over the last 5 years, as Chief of Staff at Wimi, I accumulated a number of strategy, marketing, operations, HR & Leadership Templates that can easily be reused by other COS.

⚠️ All detailed descriptions (with Theory) & videos are available on the links provided below 👇


1. Market Analysis (8):

💡 Market analysis is the process of gathering and evaluating information about a particular market in order to understand its size, growth potential, and competitive landscape. Market analysis typically involves collecting and analyzing data on various aspects of the market, such as industry trends, market segmentation, and the competitive environment. This information can be used to identify opportunities and challenges in the market, and to develop strategies for entering or expanding in the market. Market analysis can be performed on a variety of markets, including consumer markets, business-to-business markets, and global markets. It is a key element of market research and is often used in the development of marketing plans and business strategies.

✅ Market Positioning VS Competition - Industry Template - Four Quadrant Matrix Slide
✅ Market Mapping/ Industry Landscape Template
✅ Competition Feature Comparison Template Slide
✅ Porter's Five Forces Framework Strategy Consulting PowerPoint Templates
✅ BCG's Rule of Three and Four Strategy Framework Template
✅ Actors/Competitors Market Mapping - with the BCG (Boston Consulting Group) Growth-Share Matrix - PowerPoint Template
✅ PEST & PESTLE Analysis PowerPoint Template
✅ Matrix Technology/ Markets

2. Strategic Planning (19):

💡 Strategic planning is a process of defining an organization's direction and making decisions on allocating its resources to pursue this direction. It involves setting goals, analyzing the competitive environment, and identifying external and internal factors that are favorable or unfavorable to achieving those goals. Strategic planning helps an organization to clarify its objectives and determine how to allocate its resources to achieve them. It is a proactive process that helps an organization to anticipate change and adapt to it in a timely and effective manner. A well-crafted strategic plan can help an organization to focus its efforts, allocate its resources, and pursue its objectives in a way that maximizes its chances of success.

✅ McKinsey’s Portfolio of Initiatives Framework Template
✅ McKinsey's Strategic Three Horizons Model Framework Template
✅ Porter's Value Chain Analysis Template
✅ VRIO Framework Analysis Strategy Matrix Template
✅ Birkinshaw’s Disruption Response Strategies Matrix Template
✅ BCG's Advantage Matrix Strategy Template
✅ Root's Entry Mode Strategies Framework Graph Template
✅ Activity Strategic Positioning Matrix
✅ Porter’s Diamond Model Strategy Template
✅ A.T. Kearney Strategy Chessboard Framework Template
✅ BCG's Strategy Palette (or Strategic Style) Matrix Template
✅ GE-McKinsey Nine-Box Matrix Template
✅ SWOT Analysis/Matrix - Strategic Planning PowerPoint Template
✅ Ansoff Matrix Framework - Product/Market Expansion Grid PowerPoint Template (Nine-Box + Four Quadrant)
✅ ADL (Arthur D Little) Strategic Condition Matrix Framework Template
✅ Blue Ocean Strategy Template
✅ BCG's Adaptive Advantage Matrix Model Template
✅ Strategy & Risk Management Framework - EIP (Easter Island Pentagon) PowerPoint Template
✅ Porter's Generic Strategies Matrix Template

3. Strategic Marketing (4):

💡 Strategic marketing is a process of developing and implementing a marketing plan that aligns with the overall business strategy of an organization. It involves analyzing the market, identifying target customers, and developing marketing mix strategies (product, price, promotion, and place) that will effectively reach and engage those customers. Strategic marketing aims to help an organization achieve its long-term goals by effectively positioning its products or services in the market and effectively communicating their value to potential customers. It involves analyzing the competitive environment, identifying opportunities and threats, and making decisions on how to allocate marketing resources in a way that will achieve the organization's objectives.

✅ Ideal Customer Profile (ICP) - Persona - PowerPoint Template
✅ Pricing Positioning - Industry Competitor Analysis Template Slide
✅ Bowman's Strategy Clock Template
✅ Kotler's Quality vs Price Nine-Box Matrix Template

4. Project Management (6):

💡 Project management is the process of planning, organizing, and controlling the resources needed to complete a specific project. It involves setting project goals, establishing a work plan, and ensuring that the project is completed on time and within budget. Project management also involves managing risks, monitoring progress, and making adjustments as needed to ensure that the project is completed successfully. Effective project management requires strong leadership, communication, and organizational skills, as well as the ability to adapt to change and handle multiple tasks simultaneously. It is a discipline that is applicable to a wide range of industries and can be used to manage projects of all sizes, from small and simple to large and complex.

✅ The Eisenhower Task Management Matrix Template
✅ Corporate Event Strategic Map & Timeline Matrix Templates
✅ Project Phases Timeline Slide Template
✅ Project Impact on Business Growth Template Slide
✅ Project Deliverables Presentation Template Deck
✅ Risk (Likelihood-Consequence) Assessment Matrix Template

5. Business Modeling (1):

💡 Business modeling is the process of designing and testing a business model, which is a framework for generating revenue and creating value for a company. A business model describes how a company produces, delivers, and sells a product or service to create value for its customers. It outlines the key components of a company's operations, such as its target market, value proposition, revenue streams, and distribution channels. Business modeling involves designing and testing different variations of a business model to determine which one is most viable and profitable. It involves identifying the key drivers of a company's success and determining the best way to structure its operations to achieve its goals. Business modeling is an iterative process that involves continuous testing and refinement of the business model in order to optimize its performance. It is a key element of the startup and innovation process and is essential for the success of any new business.

✅ Business Model Canvas PowerPoint Template

6. Organization Structure & Change Management (5):

💡 Organizational structure refers to the way that a company or organization is set up and the way in which it operates. It refers to the relationships between different departments, divisions, and functions within the organization, and how these elements work together to achieve the organization's goals. There are several different types of organizational structure, including functional, divisional, matrix, and flat. Each type of structure has its own benefits and drawbacks, and the best choice for a particular organization will depend on a variety of factors, including the size of the organization, the nature of its business, and its goals. The organizational structure of a company can have a significant impact on its efficiency, effectiveness, and ability to adapt to change. It is important for an organization to carefully consider its structure and make any necessary changes in order to ensure that it is optimized for success.

Change management is the process of implementing and managing change in an organized and controlled manner. It involves the identification of the need for change, the development of a plan to implement that change, and the execution of that plan in a way that minimizes disruption and maximizes the chances of success. Change management is a critical aspect of organizational management and is applicable to a wide range of changes, including changes to processes, systems, structures, and strategies. It involves a wide range of activities, including the assessment of the impact of the change, the development of a communication plan, the training of employees, and the monitoring of progress. Effective change management requires strong leadership, clear communication, and a well-planned and executed strategy. It is essential for organizations to be able to adapt to change in order to remain competitive and successful in today's fast-paced business environment.

✅ McKinsey 7-S framework Strategy Template
✅ Lewin's Force Field Analysis Framework Template
✅ McKinsey's Resilient Growth Dimensions Framework Template
✅ Team Digital Transformation Matrix Template
✅ McKinsey’s Transformation Maturity Speedometer Template

7. Human Resource (HR) and Leadership (5):

💡As a Chief of Staff, there are a number of human resources (HR) activities that you might be responsible for overseeing or managing. Some of these activities might include:

• Recruitment and hiring: Identifying and attracting top talent to fill open positions within the organization.
• Performance management: Evaluating the performance of employees and providing feedback to help them improve and grow.
• Training and development: Identifying the training and development needs of employees and creating programs to address those needs.
• Compensation and benefits: Managing the organization's compensation and benefits programs, including determining salaries and bonuses, and managing employee benefits such as health insurance and retirement plans.
• Employee relations: Handling employee complaints and concerns, and working to resolve conflicts and promote a positive work environment.
• Legal compliance: Ensuring that the organization is in compliance with all relevant employment laws and regulations.

Overall, as Chief of Staff, your role in HR will be to ensure that the organization has the right people in the right roles, and that those people are supported and developed in a way that helps them contribute to the success of the organization.

As a Chief of Staff, you will have a number of leadership responsibilities that are critical to the success of the organization. Some of these responsibilities might include:

• Setting the direction and vision for the organization: Working with the CEO and other senior leaders to develop a clear vision for the organization and a plan for achieving it.
• Leading and managing change: Identifying areas where change is needed and developing and implementing plans to bring about that change.
• Building and managing teams: Recruiting, developing, and managing teams of high-performing employees.
• Communicating effectively: Ensuring that key messages and decisions are communicated clearly and effectively throughout the organization.
• Making strategic decisions: Analyzing data and making informed decisions that will help the organization achieve its goals.

Building relationships: Developing strong relationships with key stakeholders, including employees, customers, and partners.
Overall, as Chief of Staff, your role is to provide strong leadership and guidance to the organization, helping it to achieve its goals and adapt to change in a dynamic business environment.

✅ Managerial Archetypes McKinsey Matrix Template
✅ Spencer Stuart Culture Alignment Framework Template
✅ 9 Box Talent Management Grid Matrix Template
✅ Sinek's Navy Seal Team - Trust vs Performance - Nine-Box Matrix Template
✅ OKR (Objectives & Key Results) Template
✅ 3i reporting methodology (Input, Insight, Intent) Template

8. Mergers & Acquisitions (2):

💡 As Chief of Staff, you may be involved in the process of mergers and acquisitions (M&A) in a number of ways. Some of the ways that you might be involved include:

• Conducting due diligence: Reviewing financial and operational information about the target company to ensure that it is a good fit for the organization.
• Negotiating terms: Participating in negotiations with the target company to determine the terms of the deal.
• Coordinating integration: Developing and implementing a plan for integrating the two organizations after the deal is completed.
• Managing change: Leading the organization through the process of change associated with the M&A, including managing any organizational changes that are needed.
• Communicating with stakeholders: Communicating with employees, customers, and other stakeholders about the M&A and its implications for the organization.

Overall, as Chief of Staff, your role in M&A will be to ensure that the process is managed effectively and efficiently, and that the organization is able to realize the benefits of the deal.

✅ M&A Buy-Side Target Screening Nine-Box Matrix - PowerPoint & Excel Model
✅ Due Diligence Targets Shortlist PowerPoint Template

9. Fundraising (2):

💡 As Chief of Staff, you may be involved in the fundraising process in a number of ways. Some of the ways that you might be involved include:

• Identifying potential funding sources: Researching and identifying potential investors or funding sources for the organization.
• Developing a fundraising plan: Working with the CEO and other senior leaders to develop a strategy for raising the necessary funds.
• Preparing pitch materials: Working with the marketing and sales teams to develop materials, such as pitch decks and executive summaries, that can be used to present the organization to potential investors.
• Participating in pitches: Participating in meetings and presentations with potential investors and answering questions about the organization and its plans.
• Managing relationships with investors: Maintaining relationships with current and potential investors and keeping them informed about the progress and plans of the organization.

Overall, as Chief of Staff, your role in fundraising will be to help the organization secure the necessary funding to achieve its goals and support its growth.

✅ Startup Cap Table Excel Template
✅ Value Creation Roadmap

10.KPI Dashboards and Performance Management (2):


💡 As Chief of Staff, you may be involved in the development and management of key performance indicator (KPI) performance dashboards in a number of ways. Some of the ways that you might be involved include:

• Identifying relevant KPIs: Working with the CEO and other senior leaders to identify the most important KPIs for the organization and determine how they will be tracked and measured.
• Setting targets: Setting targets for each KPI and determining what level of performance will be considered acceptable.
• Developing dashboards: Working with the IT department or a third-party vendor to develop dashboards that can be used to track and visualize KPI performance in real-time.
• Analyzing data: Analyzing KPI data to identify trends and patterns and make recommendations for improvement.
• Communicating results: Sharing KPI performance data with relevant stakeholders, including employees, customers, and investors.

Overall, as Chief of Staff, your role in KPI performance dashboards will be to help the organization track and measure its key performance indicators in a way that helps it make informed decisions and achieve its goals.

✅ Sales Team Actuals vs Objectives Dashboard PowerPoint Template
✅ Sales Growth Contributions PowerPoint Template

11. Best Practices for CEOs (3):

💡 There are several ways in which a chief of staff (CoS) can help improve the performance of his or her CEO:

• Managing the CEO's schedule: A CoS can help the CEO be more productive by managing their schedule and making sure they are focusing on the most important tasks and projects.
• Coordinating with other executives and departments: A CoS can help improve communication and collaboration within the company by coordinating between different executives and departments.
• Handling sensitive or confidential matters: By handling sensitive or confidential matters on behalf of the CEO, a CoS can help protect the CEO's time and energy, allowing them to focus on more high-level tasks.
• Developing and implementing strategies and plans: A CoS can help the CEO develop and implement strategies and plans to achieve the company's goals.
• Acting as a sounding board: A CoS can act as a sounding board for the CEO, providing them with support, guidance, and advice as needed.

Overall, the role of a CoS is to help the CEO be more effective and efficient in running the company, freeing up their time and energy to focus on more high-level activities.

✅ Joly's Corporate Purpose Framework Model
✅ 2min Speech Public Speaking Preparation Framework Template
✅ McKinsey's CEO Excellence Mindset Framework Template

12. Miscellaneous (7):
✅ Market Analysis - Crisis Scenarios Template
✅ Mendelow’s Stakeholder Mapping Matrix Template
✅ Forrester Wave™ - Purchasing Options Template
✅ McKinsey's Scale-Up Leap Business-Building Quotient capability Model Template
✅ Accenture's Four Periods of Industry Disruption Matrix Template
✅ Negotiation Preparation Worksheet
✅ McKinsey's MINTO MECE Pyramid Principle Framework Template

Additional Chief of Staff Templates & Frameworks will be added to this Bundle over time. You will be automatically notified each time a new framework is added.

Warning: Heavy 350mb+ file - make sure you have room on your PC/Mac before downloading.

If you appreciate this type of content, please be sure to subscribe to my channel here.

Should you have any questions on using these top tier COS Framework Templates, you're welcome to reach out to me via Private Message.

Enjoy!

Best,
Tim