Strategy Toolkit

Your plan, backed by proven tools

The Strategy Toolkit delivers curated resources based on your industry and goals, making it easier to complete tasks, analyze challenges, and drive your projects forward.

Curated resource by industry

Get tools that align with your specific sector and focus area—from strategic analysis to stakeholder communication.

Ready-to-use templates

Access checklists, frameworks, and document templates designed to support planning and execution activities.

Training & workshop materials

Use additional guidance for team sessions, visioning exercises, or internal training to build buy-in and momentum.

Strategic planning aids

Use tools like SWOT, PESTLE, and affinity diagrams to better evaluate, prioritize, and present your ideas.

Connected to your plan

See exactly which tools are relevant at each step—linked directly from the work breakdown in your dashboard.

Why the Strategy Toolkit helps you go further

Portfolio Stack reduces friction, aligns teams, and simplifies decisions so you can focus on results. Whether you're planning new initiatives or making mid-course adjustments, this feature supports smarter action.

Industry-aligned support

Everything is tailored to your portfolio context—you get what’s most useful for your field and role.

Execution-ready resources

From frameworks to files, each resource is meant to help you take the next step, not start from scratch.

Built for clarity

Tackle complexity with visual aids, templates, and tools that bring structure to strategy.

Smart integration

Easily access tools from your plan view and task details—no need to search or guess.

FAQs

Get the tools that turn plans into progress

Access templates, resources, and expert tools customized to your industry and strategy.

Explore the Strategy Toolkit

Tools to move your plan into action