Insights

Explanations of lessons, principles, and approaches.

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Sales

How to Develop a World Class System of Federal Sales

Selling to government is easy … most make it hard.
John Cochran
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Operations

Five Common Business Models

Peter DiGiammarino
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Financial

CFO Roles and Responsibilities

Steve C. Messner
Steve C. Messner
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Management

Leading Change

What leaders need to know before driving change.
Peter DiGiammarino
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Financial

Disappearing Revenue

Don’t wait until it’s too late.
Peter DiGiammarino
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Operations

Alliance by Design

How to architect successful partnerships.
Peter Keen and Peter DiGiammarino
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Management

Organization Dilemma

What works is what everyone decides to make work.
Peter DiGiammarino
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Financial

Leadership Accountability

When you need to know where you are.
Peter DiGiammarino
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Financial

Revenue Projections

How to get the numbers right.
Peter DiGiammarino
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Operations

Introduction to Consulting

A primer for beginners to pros.
Peter DiGiammarino
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Financial

Fixed Price Project Management

A guide to revenue recognition.
Steven Messner and Peter DiGiammarino
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Operations

Performance Assessment and Salary Review Process

Sample for Compensation Committee review and approval.
Peter DiGiammarino
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Management

FAQs About Outside Board Director Compensation

What you must know to build or join a board.
Melissa Henderson (Summit Executive Resources) and Peter DiGiammarino
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Financial

Board Member Compensation

Craig Stevens and Peter DiGiammarino
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Management

The Case of the Overrun CTO

What to do when things don’t go your way.
Peter DiGiammarino
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Management

Center for Intelligent Ventures

A  program proposal to train OD-capable leaders.
Peter DiGiammarino
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Financial

Your Service Business May Not be What You Think.

What you need to know to be sure.
Crispian Sievenpiper & Peter DiGiammarino
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Sales

Five Steps to a Sale

A way to educate prospects about how the best do
Peter DiGiammarino
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Management

Theory and Practice of Teams

Peter DiGiammarino
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Operations

How to Contract & Govern

Making explicit that which is usually assumed.
Peter DiGiammarino
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Financial

Equity Rules

Shaping equity models via Sell-Pay-Convey
Mark C. Bronfman, Sagemark Consulting www.boldvalue.com
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Financial

The Profits Interest

How Frank Lloyd Wright Approach to Ownership Incentives
Mark C. Bronfman; Sagemark Consulting; www.boldvalue.com
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Management

CEO Peer Groups

How to use them to accelerate performance and growth.
Peter DiGiammarino
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Financial

CFO Competencies, Characteristics, and Fit Profile

Sample detailed profile from a highly successful search.
Peter DiGiammarino
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Sales

Professional Services Business Development System Workshop

Purpose, Outcomes, Approach, and Deliverables
Mark D. Cowan
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Management

Annual Planning Offsite

Purpose Outcome Approach Deliverables (POAD)
Peter DiGiammarino
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Operations

How to Get Clear

WHAT-WHO-WHY
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Management

How to Use the Change Framework

Set context, lay out path, and launch
Peter DiGiammarino
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Management

Negotiation Skills

How to manage yourself for top results.
Peter DiGiammarino & Dory Hollander
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Management

Exploring the Triple Impact of Evolutionary Co-leadership

What it means at the individual, group, and societal levels
Alain Gauthier
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Management

Memo to Incoming CEOs

Your Transition and Success
Daniel Forrester CEO THRUUE
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Operations

Example Company Resource Deployment Guide

How personnel staffing decisions will be made.
Karen Wall and Peter DiGiammarino
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Sales

How a Services Practice Develops Successful Solution Offerings

A lean approach to decide which past efforts to package
Robert Silverman and Peter DiGiammarino
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Operations

Alliances Across Difference

Useful strategies for building effective relationships across difference
Amber Mayes
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Operations

Sample Operating Framework

Who meets with who on what to govern operations
Peter DiGiammarino
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Management

How to Drive Elite C-Suite Performance

An approach for executive teams to provide feedback that drives improved
Peter DiGiammarino and Brent Green Ph. D.
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Operations

Better Risk Data: Regulatory Mandate and Strategic Opportunity

A framework for boards and business leaders on progressions in risk-data management
Ray Strecker, Yoko Otani, and Stacy Coleman
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Management

Listening to Leaders

Feedback on 360-Degree Feedback One Year Later
Brent Green Ph.D.
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Management

Manage to Lead: Seven Truths to Help You Change the World

Organization Analysis and Strategy Course Syllabus
Peter DiGiammarino
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Management

IntelliVen Management Summary

Peter DiGiammarino, David Halwig, and John Grillos
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Financial

Financial Tutorial

P&L, Balance Sheet, Cash Flow, and Dashboards
Daniel Ilisevich and Peter DiGiammarino
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Management

How to set up and use a high-performing Accountability Board.

A framework for governance.
Peter DiGiammarino
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Management

The Power of Peer Groups

How one decision pays off six ways
Peter DiGiammarino - IntelliVen
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Sales

Ways to Drive Sales in a Services Business

Land – Perform – Extend – Expand – Find New
Peter DiGiammarino and Ray Strecker
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Financial

Dynamic Synthetic Equity: A High-Performance Route to Growth and Succession

A Practitioner’s Guide
Mark Bronfman Sagemark Consulting www.boldvalue.com
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Management

Sample Executive Performance and Growth Assessment

Sample report for organization evolving from Start Up to Credible
Peter DiGiammarino and Brent Green, Ph. D. - IntelliVen
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Management

The Conduct of Due Diligence on Leader Talent

How to assess top team skills relative to success norms
Franco Vicino, Ph.D. and Brent Green, Ph.D. - IntelliVen
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Management

Politics: The Don’t Go Anywhere Without It Skill

Primer on Political Defense and Success Every Leader Should Know
Dr. Dory Hollander
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Financial

Financial Reporting

A cycle to be managed
Peter DiGiammarino - IntelliVen
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Sales

Mastering the Idea-to-Benefit Cycle

A framework for consulting
Peter DiGiammarino
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Operations

Decisions

It’s a trade-off
Milt Hess
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Operations

Reducing Risk on Projects

Don’t Trust to Luck
Milt Hess
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Management

Note to those who practice OD

Peter DiGiammarino
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Operations

Taxonomy of Strategy Terms

Definitions to keep things straight.
Peter DiGiammarino
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Operations

Student Engagement in the Classroom

Best Practices for Defining, Measuring, and Improving
Marjolein Oele. et al
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Intelligent Strategies. Successful Ventures.