Phase 1
Strategic Alignment
Get the foundation right before you build on it.
$100
9 templates
For: Founders with an idea or early product.
Outcome: A validated customer problem, a defined MVP, and a sound legal foundation.
The Way Forward Template Library · Your team’s growth framework.
Grow with a plan, not guesswork.
A five-phase support package of 68 templates and a step-by-step playbook. It organizes your team’s work, prepares you for advisors and investors, and makes every expert hour count.
68 templates · 5 phases · Instant download · Works with Google Docs & Sheets
How it works
A clear path your whole team can follow.
- 1
Find your starting point
The free readiness check scores your company and recommends a phase.
- 2
Get your kit
Choose the phase you need, or the complete library.
- 3
Follow the playbook
Every step tells you what to do, which template to use, and when it is done.
- 4
Pass the gate
Each phase ends with a gate review so you know you're ready to move on.
Included with every purchase
Everything your team needs to start strong.
Every template marks where to bring in your attorney, CPA, board or industry experts, so outside advice goes further and costs less.
- The Accelerator Playbook: the step-by-step order for every template, owners, timing, and an ongoing routine
- The Template Library Guide with every phase kit and the Complete Library
- Readiness Self-Assessment and Scoring & Roadmap workbook
- Instructions, fill-in prompts, and worked examples inside every template
- Editable Word, Excel, and PowerPoint files (also open in Google Docs and Sheets)
- Free updates for 12 months
Not sure where to start? Take the free readiness check.
Rate your company across all five phases. You'll get your score and recommended starting kit right here — it takes about five minutes.
The kits
Support for the stage you’re in.
Phase 2
Capital Readiness
Walk into investor meetings prepared.
$150
12 templates
For: Founders preparing to raise money.
Outcome: Investor-ready financials, materials, and a disciplined fundraising process.
Phase 3
Strategic Market Access
Turn early wins into a repeatable sales engine.
$100
9 templates
For: Companies with early customers that need repeatable sales.
Outcome: A sales process anyone on the team can follow, and consistent revenue.
Phase 4
Operational Build
Build the team and processes that let you scale.
$150
8 templates
For: Growing teams of 10–50 people.
Outcome: A working leadership team, documented processes, and strong retention.
Phase 5
Enterprise Leadership & Growth
Lead like the company you’re becoming.
$150
10 templates
For: Established companies building a board and planning their next stage.
Outcome: A leadership pipeline, an effective board, and growth capital or strategic options lined up.
Any phase
Operating Documents Library
The SOP binder your team will actually use.
$150
15 templates
For: Any business building its SOP binder, at any phase.
Best value
The Complete Library — all 68 templates
The full growth system, from first customer to growth capital.
All five phase kits, the Operating Documents Library, the Accelerator Playbook, and the Template Library Guide.
Bundle
Get Funded
Phases 1 + 2
Bundle
Scale Operations
Phase 4 + Operating Documents Library
Compare
Find the support that fits where you are.
| If you are… | Start with |
|---|---|
| Testing an idea or building an MVP | Phase 1 |
| Getting ready to raise money | Phase 2 |
| Selling, but revenue is uneven | Phase 3 |
| Hiring fast and things are breaking | Phase 4 + Operating Documents |
| Building a board and planning the next round or an exit | Phase 5 |
| Not sure | Free readiness check |
Format
Word, Excel, PowerPoint, instant download
License
One company per purchase, no resale
Updates
Free for 12 months
Compatible
Microsoft Office and Google Workspace
Equip your team for what’s next.
Questions? Contact our team and we'll get back to you.
Templates are educational planning tools and are not legal, tax, or financial advice. License: one company per purchase. See Terms of Use and Privacy.