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


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.

Consulting Economics

Build castles instead of laying bricks.

How to Run a Great Meeting

Meetings make the difference.

Effectiveness v. Maturity

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

Roles to Revenue

Making a sale is more than one job.

How to Drive Sales

Turn what works into a revenue flywheel.

Solution Architecture

How to build a castle instead of lay bricks.

Five Steps to a Sale

Teach to sell.

Proposal Preparation

Proposal roles and controls.

Annual Assessments

Keep appraisals apart from raises.

Level Titles

What’s in mind when a job is done?

OD Methodology

Diagnose before doing.

Transformation Plan

It pays to have a plan.

Sale or Financing

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

Initiative Governance


Leadership Traits by Stage

Ideal leadership traits change with maturity.

360 Assessments

Assessments are not all the same.

Do & Review Cycle

What, Why, So What, Now What?

Meeting Record

Power in the pen.

Leader Overview

Manifestation of Leadership


Turn initiatives into action.

Stages of Venture Maturity

Concept, Startup, Credible, Sustainable, Mature

Team Skill Mix

Ideal skill mix changes with maturity.

Finance Terms

Words matter.

Contract & Govern

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

Product Management

Every offering needs a CEO.

Prospect to Customer

Direct marketing beats advertising.

Behavioral Interview

Behavior speaks louder than words.

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.