Insights

Explanations of lessons, principles, and approaches.

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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
Open for Download
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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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Management

How to Contract and Govern for Success

To increase the odds that results hit expectations
Peter DiGiammarino
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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 an Accountability Board to improve the odds of success

A framework for governance.
Peter DiGiammarino - IntellIVen
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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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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.