Toolbox

Graphics and templates to implement lessons, principles, and approaches.

WHAT-WHO-WHY

A business solves a problem for a customer.

Change Framework

Context matters.

Leadership Support

Get good at getting help.

Idea-to-Benefit Cycle

Turn ideas into reality.

Contract & Govern

“If you think you can or you think you can’t, you’re probably right.”

Client Pyramid

Know what you have and what you want.

Change Frames of Mind

What change leaders need to know.

How to Drive Sales

Turn what works into a revenue flywheel.

Do & Review Cycle

What, Why, So What, Now What?

Sale or Financing

Step-by-step guide to a sale or financing with sample artifacts.

How to Run a Great Meeting

Meetings make the difference.

Leader Overview

Manifestation of Leadership

Stages of Venture Maturity

Concept, Startup, Credible, Sustainable, Mature

Effectiveness v. Maturity

Most get it right in their second job out of IBM.

Business Models

Pick one and get it right.

Solution Architecture

How to build a castle instead of lay bricks.

Five Steps to a Sale

Teach to sell.

Levels of Executive Engagement

Step Up to Play at the Top.

Six Ps to Meeting Performance

How to Prepare like a Pro

Financial Dashboard

A seamless view of past, present, and planned P&L.

Annual Assessments

Keep appraisals apart from raises.

Alliance Continuum

You are how you play together.

Level Titles

What’s in mind when a job is done?

OD Methodology

Diagnose before doing.

Market Size

Growth is Good

Shrink to Size

Avoid death by a thousand cuts!

Transformation Plan

It pays to have a plan.

When to know how things are going.

Don't wait till it's too late.

Initiative Governance

Plan-Do-Review.

Leadership Traits by Stage

Ideal leadership traits change with maturity.

Meeting Record

Power in the pen.

Consulting Economics

Build castles instead of laying bricks.

Initiative-to-Action

Turn initiatives into action.

Team Skill Mix

Ideal skill mix changes with maturity.

Finance Terms

Words matter.

Roles to Revenue

Making a sale is more than one job.

Proposal Preparation

Proposal roles and controls.

Enterprise Transformation Initiatives

All change is not the same.

Product Management

Every offering needs a CEO.

Prospect to Customer

Direct marketing beats advertising.

Behavioral Interview

Behavior speaks louder than words.

Annual Processes

It helps to see the big picture.

360 Assessments

Assessments are not all the same.

Executive Session Prep

Preparation Instructions

Annual Financial Cycle

Management and Control Cycle

Exit Interview

Truth matters.

Annual Performance Goals

Pay for a page of the plan.

Organization Background

Help us help you!

Taxonomy of Technologists

You need more than a programmer.

Client Interview Form

Ask your customer about you.

Performance Assessment

Five questions tell all you need to know.