Planning checklist

Commercial planning checklist

Use this worksheet before a go-to-market or product conversation. Mark the information you already have and note the questions that still need an answer. Completion means the material is assembled; it is not a prediction of commercial success.

Prepared by Operon Group · Updated September 24, 2026

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Buyer and problem

Name the intended buyer and the work they need to complete.Collect examples from buyer conversations or observed workflows.Describe the alternatives the buyer uses today.

Working notes

What evidence would help you describe the buyer and the problem in their own terms?

0 / 3,000 characters

No notes added.

Offer and evidence

Write a clear description of the offer and its boundaries.Separate verified examples from untested benefit claims.Identify the next assumption to test and the evidence it requires.

Working notes

Which parts of the offer are supported by evidence, and which are assumptions?

0 / 3,000 characters

No notes added.

Commercial execution

List the channels and relationships currently producing opportunities.Define how inquiries are recorded, followed up and handed over.Choose the measures and review owner for the next period.

Working notes

Who owns the next action after someone expresses interest?

0 / 3,000 characters

No notes added.

Discuss the next operating decision.

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