How to use the Strategy diagnosis template

Start a board from it
Use this template opens a new Freero board with the Strategy diagnosis template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Strategy diagnosis”.
Follow the instruction on the board
“Spend half the time on the diagnosis. A strategy that starts from a vague problem ends as a list of goals.”
Fill in each part
- Diagnosis What is really going on? Name the critical obstacle.
- Our approach The guiding choice that tackles the obstacle.
- Actions Concrete steps that reinforce each other.
- We stop What we no longer do because of this choice.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Strategy diagnosis board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

SWOT to actions
Turn a finished SWOT into moves: use strengths on opportunities, fix weaknesses that block them, and defend against threats.
Moat check
Test honestly what would stop a well-funded rival from copying you, and which advantages you should strengthen.
PESTLE analysis
Scan the outside world in six lenses: political, economic, social, technological, legal and environmental forces that could affect you.
Strategy on a page
The whole strategy on one board: why you exist, where you compete, why you win, the few priorities, how you measure them and what you stop.
Market sizing funnel
Size a market from everyone who could buy down to who you can realistically win in year one, with the assumption behind each cut.
Competitive landscape map
Place competitors on the two dimensions customers care about most, to see where the market is crowded and where there’s room.