Financial Strategy
Strategy tools in the Financial Strategy category.
13 tools
- Buy-Sell Hierarchy — Place a customer relationship on a five-level ladder, from interchangeable commodity supplier to indispensable strategic partner.
- Cost Management — Track, judge and cut costs deliberately, without touching what actually earns the revenue.
- Cost-plus Pricing — Add a fixed margin to production cost to set price. Simple, but blind to what customers would pay.
- Customer Lifetime Value — Put a number on what a customer is worth over the whole relationship, not just the next sale.
- Economies of Scale — Producing more spreads fixed costs thinner, lowering cost per unit until coordination problems reverse it.
- Kraljic Portfolio Purchasing Model — Sort purchased items by supply risk and profit impact to set the right buying strategy: partner, leverage, secure, or simplify.
- MacMillan Matrix — Score each programme on mission fit, economic attractiveness, alternative coverage and competitive position, then place it in one of ten cells to
- Six Step Profit Formula — Walk from target market through value, marketing, sales, cost and control - profit built by decision, not hoped for at year end.
- Three Levels of Business Models — Sort your business models into Existing, Adjacent and New, so you build a portfolio of models instead of betting everything on the one you've got.
- Trading Agent Competition — Borrow the method behind the Trading Agent Competition: build a simulated market with adaptive rival agents and pressure-test your pricing or bidding
- Triple Layered Business Model Canvas — Stack the Business Model Canvas with environmental and social layers, designed together, not bolted on after.
- Value-Based Management — Run every decision through one test: does it raise the business's underlying value, not just this quarter's profit.
- Zero-Based Budgeting (ZBB) — Rebuild the budget from zero each cycle - every activity must justify its cost again, not just inherit last year's line.