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Whitepapers
The Seven Laws of Highly Effective Scorecard Systems	Leadership Planning and Doing
Understanding the Cycle of Change	Seven Dynamics of Change
The Balanced Scorecard view of Business Process Management	Continuous Process Improvement

Templates and Forms
FMEA Template	Project Management Toolkit	Strategy Planning Template	5S Audit Template
Project Charter Template	Project Management Plan	Mission Statement Worksheet	Turtle Diagram
Communication Strategy	Financial Forecasting Mode	Business Idea Analysis	8D Problem Solving
Competitive Analysis	Balanced Scorecard Project Plan	Root Cause Analysis Template	Action Request Form
Competitive Analysis 2	12 Month Profit & Loss Projection	Break Even Analysis Template	Employee Evaluation
Competitive Analysis - SWOT	Basic Economic Order Quantity	Break Even Analysis Worksheet	Exit Interview Template
Individual Development Plan	Improvement Solutions Matrix	Employee Motivation Indicator	Five Forces Model
Individual Development Plan 2	Benefit Satisfaction Survey	Leadership Self Assessment	Quality Scale Survey
Performance Appraisal Form	Roles & Responsibility Matrix	Sales Funnel Planning Tool	SWOT Analysis Template
Sales Development Process	Training Plan Template	Earned Value Analysis

Visuals and Diagrams
Plan Do Check Act (PDCA) Cycle	SWOT Analysis	Scorecard Actions and Measures	Process Flow – Direct Marketing Example
Swim Lane	RACI Matrix	Enterprise Strategy Alignment	Process Flow – Bid-No-Bid
Strategy Pyramid	Process Improvement Pyramid	SIPOC – Emergency Room Example	Five Forces Model of Competition
Root Cause Analysis	Cause and Effect Diagram	Hoshin – MBO Comparison	Stages of Team Development
SIPOC Analysis	Sales Development Model	Affinity Diagram – Late Orders Example	Balanced Scorecard Framework
Decision Tree Diagrams	Strategic Focus Cycle	Cause and Effect Diagram – Civil War Example	SMART Tasks
Actual Total Cost	Four Balanced Scorecard Perspectives	Causes of Low Customer Satisfaction

Analysis Templates and Worksheets
SCORECARD	FINANCE	OPERATIONS
Channel Partner Scorecard	Market Analysis	Procurement Analysis	Project Earned Value Analysis
Balanced Scorecard Framework	Actual Total Cost	Stakeholder Analysis	Treasury Analysis Worksheet
Project Scorecard	Project Benefit Calculation	Pareto Analysis
Sales Effectiveness Scorecard	Cost of Sale	Product Profitability Analysis
Sales Effectiveness Survey	Project Benefit Calculation	Operating Expense Analysis
Supplier Analysis Scorecard	Due Diligence Assessment	Small Business Cash Flow Projection
Supplier Analysis Worksheet	Margin Calculator

Executive Coaching Group - Client Level Access Only
PROCESS & PERFORMANCE IMPROVEMENT TOOLS		TRAINING SLIDES AND PRESENTATIONS
Balanced Scorecard 101		Seven Basic Tools for Quality and Performance Improvement
Seven Quality Tools		Training Module – Affinity Diagrams
Maximizing Performance Improvement		Training Module – Cause and Effect Diagrams
Implementing Six Sigma		Training Module – Histograms
DMAIC Project Example – Manufacturing		Training Module – Pareto Charts
Implementing ISO 9000		Training Module – Control Charts
Team Performance Management		Training Module – Decision Making
Requirements and Measures Tree		Training Module – Brainstorming
Data Stratification		Training Module – Data Collection
Making the case for an Employee Opinion Survey		Training Module – Flowcharting
Requirement Gathering Process		Training Module – Operational Definition
Developing Use Case Scenarios		Training Module – Run Charts

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Training Services

Business Process Improvement BPI

Performance Management Training

Performance Measures and Metrics

Six Sigma Training and Certification

Problem Solving Workshops

Kaizen Training and Workshops

Coaching Solutions

Coaching for Executives

Coaching for Professionals

Coaching for Teams

Performance Coaching

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Consulting Services

Enterprise Strategy Alignment

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Management Review Hosting

Voice of the Customer

Performance Improvement

Balanced Scorecard

Assessment Services

Strategy Alignment Assessment

Operational Excellence

Employee Opinion Assessment

Quality Program Assessment

Supplier Assessment

Other Links

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Strategy Alignment Methodology

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