Nordic Soul. American Engine.
The Leader’s Handbook to
Effective Managerial Planning
Tested in 62 countries.
Complete manuscript · currently with publishers
Readiness · Strategy · Execution
The premise
Effective Managerial Planning is a step-by-step framework that moves a leadership team from understanding the business and the people in it, through strategy, to delivery.
After thirty years advising leadership teams in 62 countries, I have come to think that is rarely a failure of intelligence or effort. It is a failure of sequence.
Read the opening → The Foreword, in full
A room in Oslo
I once asked twenty-five of the largest veterinary practices in Scandinavia what we could offer that our competitors could not. Discounts, they said. Longer credit. Then a long silence — so I asked how many of them had a business plan. These were owners employing forty or fifty people.
One hand went up. His plan was a spreadsheet.
We taught them the discipline instead. A quarter of a century later, some of those planning cards are still on the wall.
The book
Effective Managerial Planning is a step-by-step framework that moves a leadership team from understanding the business and the people in it, through strategy, to delivery.
A plan is only ever as honest as the organisation making it. So the work happens in two halves — and the order is not optional.
Be told when it publishes
The manuscript is complete and with publishers. Leave an address and you will hear once, when there is a date — not before.
Part One
The six pillars any planning process rests on. Each closes with a ten-dimension readiness assessment, scored individually before discussion — so the spread across a leadership team becomes the diagnosis.
Part Two
The full planning cycle, from readiness to a signed plan and the rhythm that keeps it alive. Every stage closes with a completion checklist that gates the next.
The idea
Two traditions answer the question of how organisations succeed. Each carries a fatal gap the other fills.
Trust rather than control. Flat hierarchies rather than tall ones. The conviction that people given autonomy and treated as adults will outperform people managed as risks. It takes the long view and treats culture as infrastructure.
Left alone, it drifts
Rigour, the discipline of choice, ruthless prioritisation and clear accountability. A refusal to confuse activity with progress. It asks hard questions and demands measurable answers.
Left alone, it burns people out
The organisations I have seen endure across decades, rather than quarters, are the rare ones that marry the two. This book is that marriage, written down.
Inside
Every chapter closes with something to do: a scored diagnostic, a completion checklist, or questions written for a leadership team rather than a reader alone.
Ten dimensions per pillar, scored alone before the team compares. The disagreement is the finding.
Each stage is gated. You cannot move to the next until the last one is genuinely finished.
Northmoor Group, a composite consumer business built from real planning rooms, followed across five chapters from strategy to the quarterly rhythm.
The one-page strategic planning card, the nine-section business plan, the stage-by-stage information requirements, the responsibility model.
Try it
Work through the ten questions under any pillar and watch your own assessment of the organisation come to life. It is the instrument itself, not a demonstration of one — and as the book argues, seeing is believing.
Then bring your leadership team. One person scoring alone tells you how you see it; the assessment does its real work when a whole team completes it separately and the answers are put side by side. Put your team forward for the study and you get your team profile back, along with the conclusions worth discussing together.
Fifty leadership teams, each member scoring alone, and a report showing every place they disagreed — without naming who said what. Free for the first fifty →
A plain text file. Nothing is sent anywhere.
All six assessments as editable files, plus the team comparison sheet that turns individual scores into a conversation — and the Strategic Planning Card template that the scores eventually feed.
One email when there is something worth sending. No list sharing, unsubscribe any time.The gates
Every chapter of Part Two closes with a completion checklist. They are the reason the method holds — you cannot skip ahead to the appealing part. All seven are here, 157 items in total. Tick as you go; your progress is remembered on this device.
The instruments
A handbook is only useful if you can put it to work on Monday. These are the working tools from the book — each one shown as it appears, and available as an editable file.
Every instrument above as an editable PowerPoint or Excel file, plus all six readiness assessments and the team comparison sheet — ready to customise and use with your own leadership team, or with your clients.
One email when there is something worth sending. No list sharing, unsubscribe any time.Not just a book
Most business books stop at the argument. This one comes with everything needed to put it into a room: a facilitator’s manual that runs the method session by session, fifty blank templates, and thirty-nine of them completed as worked examples – all from one company, Northmoor Group, the composite that runs through the book.
Seven sessions, from the pre-work through readiness, three planning stages and the quarterly rhythm. Each with an agenda, the tools in the order the book uses them, what must not be compressed, the failure signals, and a gate that says what must be true before the team moves on.
16,100 words · 69 gate checksEvery instrument the method uses, as a blank sheet ready to print — the six pillar assessments, PESTLE, SWOT, TOWS, Five Forces, Blue Ocean, the Strategic Planning Card, the cascade, the departmental action plan and budget, the budget consolidation, the Key Issue action plan, the quarterly scoreboard and the facilitator’s debrief.
Print, or use your ownThe same templates completed to a best-in-class standard, all for one business — Northmoor Group, the oral care company whose planning runs through the book — so a facilitator can show a client what good looks like before asking them to produce it.
One company, followed from strategy to the quarterThe origin
Thirty years ago a man walked into a training room in Dayton, Ohio, and handed me an idea I have been refining ever since.
Clay Mathile owned The Iams Company. He was its President. There were ten of us in that room, and we had been there barely five minutes. On paper he had nothing whatsoever to gain from spending the afternoon with us.
He was, in many ways, the opposite of the stereotype of the visionary leader — not theatrical, no grand pronouncements or sweeping gestures. What he had was an absolute refusal to let the important be displaced by the urgent. He built the systems, the habits and the rhythms that kept the organisation fixed on what mattered most, even when the operational noise of a fast-growing global company was deafening.
A business does not drift to greatness; it plans its way there, deliberately, and together. Clay Mathile · 1941–2023
In his hands this was never a planning methodology — it was a management philosophy. The plan was not the point. The discipline it created, the conversations it forced, the decisions it clarified, the alignment it built: those were the point.
In the thirty years since that room in Dayton I have carried his model into boardrooms on five continents, kept faith with its fundamentals, and modernised it for a world that moves faster than his ever did. This book is the continuation of his legacy — his idea, brought forward, and handed to you.
Clay Mathile’s framework
Get these four right, keep them aligned, and everything else in the business gets easier. CCPP is the frame a leadership team builds its Beliefs around — one conviction in each of the four domains where strategy actually succeeds or fails.
Working together
Some teams work through the method themselves. Others would rather have someone in the room who has run it a few hundred times.
Five facilitated workshops across the planning year, from readiness through to a signed business plan and the review rhythm that keeps it alive.
For leadership teamsA single session built on the six assessments. Everyone scores alone, then we look at where the team disagrees with itself — which is usually the most useful hour of the year.
A day, or half a dayOn why plans fail before execution begins, and on what the Nordic and American traditions of business each get right — and each get wrong.
Conferences and offsitesGet in touch
The manuscript is complete and available for review. I am also glad to hear from leadership teams who want to work through the method, and from anyone who would like to know when the book is published.