Insights

Explanations of lessons, principles, and approaches.

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Manage to Lead

Mirror

See yourself through the eyes of your team
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Leadership Development

From Moral Wisdom to Structured Coherence

Leading Through Complexity in a Networked Age
Peter DiGiammarino and Dr. Elizabeth Edersheim
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Manage to Lead

The Plan to Perform Operating System (PPOS)

Planning = Reporting = Governing
Peter DiGiammarino
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Manage to Lead

Why a Business System Concept Still Matters

Clarity before code, tools, or AI
Peter DiGiammarino
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Manage to Lead

Finding the CEO for What Comes Next

Notes from A Talk with Bespoke Partners
Eric Palmer
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Manage to Lead

Nail Your ICP to Align Your ELT

Most leaders think they're aligned...they aren't!
Peter DiGiammarino
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Manage to Lead

Four-S Outsourcing Model

Scale-Specialty-Sale-Surreder
Mike Zuchini and Peter DiGiammarino
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Leadership Development

MtL Outside Reviewer Guide

Background and Guidance
Peter DiGiammarino
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Leadership Development

MtL Rollout and Content Steward Guide

Building Internal Capability to Sustain Clarity, Alignment, and Growth
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Manage to Lead

How a CEO and Board Chair Align on Annual Planning

Lessons from a model exchange of memos
Peter DiGiammarino
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Leadership Development

Executive Alignment System for Enterprise Operations and Governance

Executive Alignment For Breakthrough Performance and Growth
Peter DiGiammarino
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Manage to Lead

Sample Process Models

Case Examples
Peter DiGiammarino
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Manage to Lead

Program Management Office

How to pay attention.
Peter DiGiammarino
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Manage to Lead

Use MtL to Build Your Practice and Your Client’s Success

A Case in Point
Peter DiGiammarino
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Operations and Governance Alignment

Nail Your Ideal Customer Profile (ICP)

It pays to know your ideal customer!
Peter DiGiammarino
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Manage to Lead

IVOA Sandbox User Guide

AI Powered Toolbox
Peter DiGiammarino
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Manage to Lead

MtL Change Framework Tutorial

Enterprise / Initaitive Change Story
Peter DiGiammarino
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Manage to Lead

MtL W-W-W Tutorial

The Problem Your Organization Solves for Whom
Peter DiGiammarino
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Manage to Lead

MtL Mandate Tutorial

The Game You Are Playing
Peter DiGiammarino
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Operations and Governance Alignment

TCP/ICP

Methodology and Execution Playbook
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Operations and Governance Alignment

Manage to Lead Workplan

ICP and PandCDB Design, Implementation, and Application
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Manage to Lead

IntelliVen Center for Emerging Leaders

Concept Definition
Peter DiGiammarino
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Manage to Lead

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

Workbook Summary
Peter DiGiammarino
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Manage to Lead

MtL Guide for Principal Consultants

MtL PC Playbook
Breanna DiGiammarino
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Manage to Lead

Be the Leader You Need and Want to BE

Input Prompts
Peter DiGiammarino
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Manage to Lead

Be the Leader You Need and Want to BE

Placemat
Peter DiGiammarino
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Operations and Governance Alignment

Manage to Lead Registration Form

Enroll Now
Peter DiGiammarino
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Manage to Lead

Concept for Using Generative AI in Compliance Systems

Transforming Compliance Management
Raymond F. Strecker
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Manage to Lead

Manage to Lead (MtL): The Path to Breakthrough Performance

Program Overview
Peter DiGiammarino
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Leadership Development

Sample Change Framework Output

Context Matters
PeterD
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Leadership Development

In Praise of Empathy

An Application of Social Psychiatry
Brent Green, PhD, MPH, RODP
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Operations and Governance Alignment

How to Develop a Sales System

Make Sales Easy
John Cochran
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Manage to Lead

US Federal Government Organization and Operations Primer

More like a different plant!
Peter DiGiammarino
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Operations and Governance Alignment

Due Diligence Sales Assessment Output Example

Forward-looking Assessment
John Cochran
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Operations and Governance Alignment

Due Diligence Sales Assessment

Know Thy Drivers
John Cochran
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What Are We Worth?

Enterprise Value Drivers
David Halwig, Steve Messner, Peter DiGiammarino
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Operations and Governance Alignment

MtL System Walkthrough

Try It ... You'll Like It!
IntelliVen
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Operations and Governance Alignment

Black Hat Review

Know Why You Will Win
John Cochran
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Operations and Governance Alignment

Federal Business Development Process

A Guide to Perfect Bids
John Cochran
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Manage to Lead

The Power of Clarity

Maximize Organization Performance with Stronger Strategic Alignment
PeterD and Adam Boone
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Leadership Development

Private Equity Primer

How it Works
Eric Palmer and Peter DiGiammarino
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Leadership Development

The Art of the Exit: Picking the Path

New e-book for entrepreneurs on choosing a path to exit
John Grillos
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Manage to Lead

HR/OD Business Partner Survey

Background on HR/OD BP
PeterD and Peggy Alfonso
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Manage to Lead

What We Need to Know About You

How to get up to speed fast!
Peter DiGiammarino, Ryan Schmelz, and Eric Palmer
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Three Phases of Private Equity

What’s next for PE Investors.
Kerry Moynihan
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Leadership Development

How to decide what to do next.

The path to high high performance and happiness.
Peter DiGiammarino
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Leadership Development

Executive Coaching Tips

What to watch out for.
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Financial Independence

How much money do I need?
Brian Kelley; Mason Companies
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Leadership Development

Trouble in the Sandbox

What to do when conflict steals the show.
Dr. Dory Hollander
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Operations and Governance Alignment

How to Develop a System of Federal Sales

Selling to government is easy … here’s how.
John Cochran
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Manage to Lead

Five Common Business Models

Peter DiGiammarino
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CFO Roles and Responsibilities

Steve C. Messner
Steve C. Messner
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Leadership Development

Leading Change

What leaders need to know before driving change.
Peter DiGiammarino
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Disappearing Revenue

Don’t wait until it’s too late.
Peter DiGiammarino
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Manage to Lead

Alliance by Design

How to architect successful partnerships.
Peter Keen and Peter DiGiammarino
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Leadership Development

Organization Dilemma

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

When you need to know where you are.
Peter DiGiammarino
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Revenue Projections

How to get the numbers right.
Peter DiGiammarino
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Manage to Lead

Introduction to Consulting

A primer for beginners to pros.
Peter DiGiammarino
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Fixed Price Project Management

A guide to revenue recognition.
Steven Messner and Peter DiGiammarino
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Manage to Lead

Performance Assessment and Salary Review Process

Sample for Compensation Committee review and approval.
Peter DiGiammarino
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Leadership Development

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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Board Member Compensation

Craig Stevens and Peter DiGiammarino
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Leadership Development

The Case of the Overrun CTO

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

Center for Intelligent Ventures

A  program proposal to train OD-capable leaders.
Peter DiGiammarino
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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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Operations and Governance Alignment

Five Steps to a Sale

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

Theory and Practice of Teams

Peter DiGiammarino
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Manage to Lead

How to Contract & Govern

Making explicit that which is usually assumed.
Peter DiGiammarino
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Equity Rules

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

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

CEO Peer Groups

How to use them to accelerate performance and growth.
Peter DiGiammarino
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CFO Competencies, Characteristics, and Fit Profile

Sample detailed profile from a highly successful search.
Peter DiGiammarino
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Operations and Governance Alignment

Professional Services Business Development System Workshop

Purpose, Outcomes, Approach, and Deliverables
Mark D. Cowan
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Leadership Development

Annual Planning Offsite

Purpose Outcome Approach Deliverables (POAD)
Peter DiGiammarino
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Manage to Lead

How to Get Clear

WHAT-WHO-WHY
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Leadership Development

How to Use the Change Framework

Set context, lay out path, and launch
Peter DiGiammarino
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Leadership Development

Negotiation Skills

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

Exploring the Triple Impact of Evolutionary Co-leadership

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

Memo to Incoming CEOs

Your Transition and Success
Daniel Forrester CEO THRUUE
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Manage to Lead

Example Company Resource Deployment Guide

How personnel staffing decisions will be made.
Karen Wall and Peter DiGiammarino
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Operations and Governance Alignment

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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Manage to Lead

Alliances Across Difference

Useful strategies for building effective relationships across difference
Amber Mayes
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Manage to Lead

Sample Operating Framework

Who meets with who on what to govern operations
Peter DiGiammarino
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Leadership Development

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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Manage to Lead

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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Leadership Development

Listening to Leaders

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

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

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

A framework for governance.
Peter DiGiammarino
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Leadership Development

The Power of Peer Groups

How one decision pays off six ways
Peter DiGiammarino - IntelliVen
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Operations and Governance Alignment

Ways to Drive Sales in a Services Business

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

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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Leadership Development

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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Leadership Development

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 Reporting

A cycle to be managed
Peter DiGiammarino - IntelliVen
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Operations and Governance Alignment

The Idea-to-Benefit Cycle

A framework for consulting.
Peter DiGiammarino
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Manage to Lead

Decisions

It’s a trade-off
Milt Hess
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Manage to Lead

Reducing Risk on Projects

Don’t Trust to Luck
Milt Hess
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Leadership Development

Note to those who practice OD

Peter DiGiammarino
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Manage to Lead

Taxonomy of Strategy Terms

Definitions to keep things straight.
Peter DiGiammarino
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Manage to Lead

Student Engagement in the Classroom

Best Practices for Defining, Measuring, and Improving
Marjolein Oele. et al
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Leadership Development

Outside Guest Executive

Nomination Form
Peter DiGiammarino
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Intelligent Strategies. Successful Ventures.