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From first canvas to board-ready deck

Personal project

Build the case that turns an idea into a decision.

You bring the product, the market, the problem. Plotwright brings the rest — strategy frameworks, financial and valuation models, risk registers, a grounded AI reviewer, and the branded deck at the end — with the structure that turns conviction into a case worth acting on. For your own idea, your team’s, or a client’s.

Lean CanvasThe 1 AM Coffee Club

Late-Night Mobile Order + Loyalty App

Problem

After midnight, ordering is clunky, waiting feels unsafe, and nothing rewards coming back.

Unique value proposition

Skip the line at 1am — order ahead from the only place worth staying open.

Solution

Order-ahead + timed pickup, night-safe shelf, one-tap pay, rewards.

Customer segments

Night owls — students, shift workers, rideshare drivers.

Unfair advantage

Eight years of overnight know-how and data no daytime rival holds.

Key metrics

Late-night attach rate, 30-day repeat, visits per customer per month.

A finished Lean Canvas from the example workspace: the Late-Night Mobile Order and Loyalty App for The 1 AM Coffee Club.

How a case takes shape

Four moves, in the order a decision actually gets made. Start small — a canvas and a five-minute NPV can carry an early conversation — and add depth only where the decision needs it.

The artifacts below are real pages from The 1 AM Coffee Club, the example workspace included with every account.

Frame the problem

Name who hurts, and why it matters.

A case starts as scattered conviction. Plotwright gives it edges: the customer problems, the personas who feel them, and a canvas that forces the sharp version of the argument out of you.

With: Lean Canvas · Customer Journey Map · Personas · Customer problems

Customer problemActive

Nothing good is open after midnight

After ~midnight the only coffee available is convenience-store drip; quality options have all closed.

Felt by
  • All-Nighter Ana
  • Night-Shift Nurse Noah
  • Rideshare Driver Ravi
Market evidence

Survey of 600 overnight workers and students: 78% rate the available late-night coffee 2/5 or worse.

A customer-problem record: nothing good is open after midnight, felt by three personas, with market evidence attached.

Test the numbers

Find out if the idea survives arithmetic.

A five-minute NPV, a full capital-budgeting model, real-options valuations, and firm valuations that put a defensible number on the whole business — built by filling in named fields, not by fighting a spreadsheet. Set an assumption like your discount rate once and every model that uses it stays in sync; keep a base, bull, and bear scenario side by side. When someone asks for the cells, every model exports to Excel.

With: Quick NPV · Capital budgeting · Real options · Firm valuation · Assumptions & scenarios · Excel export

Quick NPVBase scenario

App — 5-Year Quick NPV

Initial investment
$3.2M
5-year NPV @ 10%
+$3.23M
IRR
≈ 36%
Payback
Year 3

One of four evaluations on this project — compared side by side in the Evaluation Center.

A Quick NPV evaluation: 3.2 million dollars invested, positive net present value, internal rate of return around 36 percent, payback in year three.

Face the risks

Say what could kill it — before the room does.

Every credible case names its own failure modes. Score risks by likelihood and impact, promote the ones that materialize into issues, and assign the actions that answer them. Nothing earns trust in a recommendation faster than honest risk.

With: Risk, issue & action registers · SWOT · Porter's Five Forces+

Risk register3 of 3 owned
  • App can't handle the 2am order peak

    L2 · I4realized

    Issue — Payment webhook drops orders under load in staging

    Action — Finish the 2am-peak load test before GA

  • Low late-night app adoption

    L3 · I4monitoring
  • Owl & Ember ships a copycat app first

    L4 · I3open
A risk register with three risks scored by likelihood and impact; one has been realized and promoted to an issue with an action item attached.

Take it to the room

Walk in with a case, not a stack of tabs.

An executive summary that states the decision you're asking for, and a board deck assembled from your live pages. Present it full-screen straight from the workspace — or export a branded PDF or PowerPoint, your logo on every slide, to hand over when you're not in the room.

With: Executive summary · Presentations · Branded PDF & PowerPoint export · Strategic fit

Executive summaryThe 1 AM Coffee Club
Decision requested

Approve $3.2M to build and roll out the mobile order + loyalty app across all 38 cafés, GA by September 2026.

10-slide board deck · every slide is a live page

An executive summary stating the decision requested, with a ten-slide board deck assembled from live pages.

Who it’s for

One tool, whoever has to make the case.

The same frameworks, models, and deck — pointed at whatever decision is in front of you.

Founders

Pressure-test an idea before you commit to it — and raise on the version that survives the arithmetic.

Product & strategy leads

Make the case for a new product or line of business, and walk into the board review with it already built.

Consultants & advisors

Deliver deal-grade cases for clients — each in its own workspace, exported under your own brand.

Customer research

A case is only as strong as the evidence under it.

Win/loss reviews, discovery interviews, the feedback landing in your inbox — captured once, in a consistent structure, instead of scattered across call notes and screenshots.

Plotwright rolls them up — why you’re winning, why you’re losing, what customers keep asking for — and lets you promote what you hear into the customer problems, features, and risks it’s evidence for. When a quote lands in the deck, it still points back to the person who said it.

With: Win/loss reviews · Discovery interviews · Channel feedback · AI synthesis · Transcript import

Customer research8 records
Win rate50%1 of 2 decidedInterviews3Feedback3
  • Win / LossRiverside University meal-plan pilotWon

    “Our students live at 1am. You already do too.” — committee chair

  • InterviewDiscovery — Noah, ICU night nurseNight-shift nurse
  • FeedbackFeature request — meal-plan dollars in the appVia email

Promoted to problems, features & risks — evidence, linked to the case

A Customer Research index from the example workspace: a won deal, a discovery interview, and a piece of feedback, with a win-rate roll-up and a verbatim customer quote.

Guided where it should be. Out of the way where it shouldn’t.

You shouldn’t need to know how a Lean Canvas differs from a SWOT, or when an NPV is the right lens. Every framework here ships with named sections, short helper text, and a plain-language definition you can read beside the form — the structure itself is the guidance.

The notebook

Room for the thinking between frameworks.

Not every thought fits a named section. Notebook pages hold the running argument — the thesis, the meeting fragments, the why behind the numbers — with @-mentions that link straight to the companies, personas, and goals they reference.

NotebookLinked to the project

1 AM Coffee Club — Strategy Notes

The night-economy thesis

Everyone fights over the morning. The hours after midnight are wide open — and they’re full of people who genuinely need good coffee: students, shift workers, drivers.

Why the app, and why now

The app turns accidental visits into a pre-ordered habit. @Owl & Ember Coffee is publicly eyeing later hours, so the window to define this occasion is now.

A notebook page titled Strategy Notes, with running prose and an inline mention chip linking to a tracked company.

AI assist

A second opinion, grounded in your own pages.

Every framework has an assist button. The AI reads your actual pages — the canvas, the numbers, the risks — and works with what’s there: draft a section, get coached through a framework with a sharp question, or review the whole case for its strengths, gaps, contradictions, and what to validate first.

Ask it to play adversary and it red-teams the case the way a skeptical board member would. Ask it to discover, and it searches the open web for real companies and personas, with sources you can check. It cites what it finds and never invents your numbers — and where you’d rather work alone, you can switch it off entirely.

With:Draft · Coach · Whole-case review · “Sabotage me” red team · Discover companies & personas

AI reviewGrounded in this project
  • 01

    The base case assumes a 20% frequency lift, but the only linked evidence — the punch-card pilot — showed 11%. Tie the gap to the rewards tier, or soften the claim.

  • 02

    Owl & Ember appears in Threats and in the risk register, but the competitive risk has no trigger sign. Name the signal that starts your response.

Review · Draft · Suggest · Coach — grounded in your pages

An AI review of the example project, raising two specific findings about evidence and risk coverage.

Everything in the kit

The full inventory, for the curious. Most cases use four or five of these — the structure tells you which.

Frameworks

  • Lean Canvas
  • SWOT
  • PESTLE
  • Porter's Five Forces+
  • Customer Journey Map
  • Positioning Map
  • Competitor Matrix
  • Core competencies
  • Roadmap & features

The numbers

  • Quick NPV
  • Capital budgeting
  • Options to delay, expand & abandon
  • Multi-stage option
  • FCFF DCF (two- & three-stage)
  • Multiples & synergy valuation
  • Market sizing (TAM / SAM / SOM)
  • Assumptions & scenarios

Around the case

  • Executive summary
  • Options considered
  • Risk, issue & action registers
  • Personas, problems & research
  • Organizational goals & strategic fit
  • Companies & markets
  • Notebook & presentations
  • Branded PDF & PowerPoint export
  • Portfolio & multiple workspaces

Make the case for what you build.

Every account includes a finished example workspace — The 1 AM Coffee Club — so you can see where you’re headed before you write a word. Or walk through it right now, no account needed.