This template is for those running multiple engagements who want a working system that keeps the thinking sharp — and turns client work into a growing body of reusable intellectual property.
The example data is from Raj — a fractional strategy advisor to three scale-ups, one day a week each. Works equally well for Emma, who advises a family office while writing a book. Swap it out for your own.
Focus: [What’s the one thing you most want to advance this week?]
Active engagements: [Quick snapshot — where is each one right now?]
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💡 Track energy. High / Medium / Low. It tells you where you’re most useful and where something needs a conversation — without having to think hard about it.
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Where your reusable thinking lives. The long game.
Every engagement produces something worth keeping — a framework, a diagnostic, a way of framing a problem. Capture it here and it compounds.