This is not a white paper. It is a single-page grid, and that is what makes it useful. The workplan maps four business stages against five planning categories and lists the specific actions that belong in each cell. An owner can find their column, read down, and see what they have handled and what they have skipped.

The design does the teaching. Determining business value shows up in the growth stage, again in maturity, and the buy-sell agreement gets created once and reviewed later. Seeing the same item recur makes the point that this work is a cycle, not a task list. Use it as a discovery tool in a first meeting or as an annual review agenda.