Before the work,the conversation.
Every project starts the same way — a long conversation. About the company you want to be in five years, not the deck you need next quarter. About the customers you wish you had, the ones you accidentally do, and the ones you keep losing to a competitor who looks cleaner.
I don't bring a template to this part. I bring questions, a notebook, and the discipline to stay in the murky place a little longer than feels comfortable. The work gets clearer when the thinking does.