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About this Report Summary: Consultant Strategy Review one pager template
An outside adviser's strategy review on one page for trustees: the finding in one paragraph, the visitor to member funnel, the age mix, options by cost and effect, how the work was done and the decision asked. The sheet opens on "Report Summary: Visitor Strategy Review", then in one paragraph, from visitor to member, 2025, visitors by age, the advisers' options, by cost and effect and how the advisers worked. Swap in your own figures, names and dates, set your colours, then download it as a PDF or share it as a link. Every word, number and colour is editable.
Report Summary: Consultant Strategy Review One-Pager Template
An outside adviser's strategy review on one page for trustees: the finding in one paragraph, the visitor to member funnel, the age mix, options by cost and effect, how the work was done and the decision asked.
- Download free
- Change every word, number and color
- Download as PDF or PNG
What’s on it
- Short summaryIn One Paragraph
- Funnel chartFrom Visitor to Member, 2025
- Donut chart of the mixVisitors by Age
- Two-by-two matrixThe Advisers' Options, by Cost and Effect
- Key factsHow the Advisers Worked
- The one thing to act onWhat Trustees Are Asked to Decide
Edit every word, chart and color
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