Checklists for companies
Detect whether the problems you suspect in your business are real and what impact they may have on your results.
Small business checklist: Identify roadblocks that are holding you back…
Find out if your SME is ready to grow with our free checklist. Evaluate 4 key areas in 12…
Lead Scoring Checklist
Evaluate in 5 minutes how aligned your teams are and whether your lead scoring system…
Practical AI Checklist with ROI
Is your company implementing artificial intelligence profitably, or just aimlessly testing tools? This checklist will help…
Checklist: Ideas or Noise?
In 20 quick questions, you can discover if your company turns ideas into results or just noise. Evaluate…
Digital maturity checklist: optimization of digital resources
Discover in 15 questions if your company is digitally ready for growth. Evaluate channels, processes, data, and innovation…
Checklist for agility in large companies: reduce time in…
Assess your large company's agility with this checklist. Discover if bureaucracy or silos are holding you back…
Checklist Route, Direction and Results: proprietary methodology
Discover in 15 questions if your company needs the Ruta R&R methodology to prioritize tasks, optimize resources, and…
Startup checklist: Identify roadblocks that slow things down…
Is your startup on the right track? Find out with our checklist if you need to strengthen your strategy, metrics, or growth.
Marketing strategy checklist: go-to-market strategies
Evaluate in 16 questions whether your marketing plan is solid and aligned with your objectives…
Practical AI Checklist with ROI: Where to Start…
Is your company ready to implement artificial intelligence with real returns? This checklist will help you identify…
Commercial diagnostic checklist: Identify where the blockage is…
Evaluate in 16 questions whether your business strategy, sales, marketing, data, and team are driving your growth or…
Checklist for aligned or parallel equipment
Find out in 12 questions if your team is truly aligned with the company's objectives or if…
Each resource reflects more than 20 years of experience in real projects, evolving with technology and market trends.
These are some of the organizations where they have been implemented:
Looking for more practical resources for your business?
The OpenAI browser for SMEs and startups: fewer tabs, more results
- October 30, 2025
OpenAI has integrated its assistant into a browser: actionable summaries, comparisons, and semi-automated tasks directly on the pages you visit. This guide explains what changes for SMEs and startups, how to take advantage of it from the first week, and what limits should be set to turn this innovation into real returns.
AI in local councils: from resistance to change to 90-day pilot programs
- October 2, 2025
What is hindering the adoption of AI in local administrations, what changes with the AI Act, and how to move from doubts to measurable results with controlled 90-day pilot projects.
Three mistakes when implementing AI in municipal management (and how to avoid them)
- October 9, 2025
Cada año, más ayuntamientos anuncian su salto a la inteligencia artificial. Los titulares suenan prometedores: automatización de expedientes, chatbots ciudadanos, eficiencia en la gestión. Pero, unas semanas después, los equipos están desbordados, los proveedores desaparecen del radar y los proyectos se diluyen en silencio administrativo. .
Three mistakes that dilute a competitive marketing plan
- October 9, 2025
Having a plan isn't enough: if it gets lost in practice, it won't make a difference. Identify the three most common mistakes SMEs make, how to detect them early, and how to correct them without increasing the budget.
How to grow without drowning in digital tools
- October 9, 2025
Many small and medium-sized businesses have accumulated a stack of CRM, email, social media, automation, analytics, and AI tools out of trendiness or fear of being left behind. The result is often more noise than return. Here you'll see how to move from chaos to an organized digital system that drives your business forward.
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Practical and downloadable strategic resources for businesses and institutions
In Direction & Results we have created this space for checklists for companies and other downloadable resources so that any SME, startup, or management team can access ready-to-use strategic tools. These are not generic documents, but materials designed based on more than twenty years of experience in multinational corporations, scaleups, and strategic consulting. Each template, checklist, or fact sheet stems from real-world situations: business diagnostics, marketing plans, digital transformation projects, or business efficiency processes, all aligned with international standards of business competitiveness recognized by the Organisation for Economic Co-operation and Development (OECD).
Our goal is that these checklists and templates for businesses They shouldn't remain theoretical; instead, they should become practical support in your daily operations. That's why you'll find clear, structured, and easy-to-use formats: from business diagnostic checklists to strategic planning templates, competitive marketing guides, and frameworks for organizing objectives, resources, and priorities. All of them are designed to help a company move quickly, reduce errors, and save time in decision-making.
Furthermore, this repository is continuously updated with new materials and content designed for businesses, incorporating best practices in digital transformation endorsed by the National Observatory of Technology and Society (ONTSI). This way, you can download the latest template, learn about methodologies applied in business projects, and take advantage of competitive approaches without having to resort to multiple sources.
Whether you manage an SME, lead a growing startup, or are part of the management team of an established company, you'll find what you need here. strategic resources for companies: reliable, adapted and actionable from the first moment.




