Resources.

​We selected some of our favorite resources to support you in improving your leadership style and workplace culture, as well as tools for strategic planning and managing projects. 

​​

• StrengthsFinder 2.0​

Discover & Develop Your Greatest Talents with the CliftonStrengths Assessment: Complete the CliftonStrengths assessment to unlock personalized reports and resources.

​

• Goleman: 6 Leadership Styles

Daniel Goleman is the author of the best-selling Emotional Intelligence, as well as many other works in emotional and social intelligence, leadership, and education. He is also a psychologist, former science journalist for the New York Times, and co-director of the Consortium for Research on Emotional Intelligence in Organizations. 

​

• Choose People - Workplace Culture Solution

Choose People is a full-service culture solution providing consistent messaging that doesn’t undermine your organization’s existing processes and values. Our experience isn’t in telling you who you are, it’s in uncovering what makes your organization unique and amplifying it to the benefit of every level of your organization.

• The Seven Habits of Highly Effective People

No matter how competent a person is, they will not have sustained and lasting success unless they can effectively lead themselves, influence, engage and collaborate with others and continuously improve and renew their capabilities. These elements are at the heart of personal, team, and organizational effectiveness.

• Strategic Planning Kit for Dummies, by Erica Olsen

In today's business environment, strategic planning stresses the importance of making decisions that will ensure an organization's ability to successfully respond to changes in the environment and plan for sustainable viability. 

Templates.

The following are templates we developed and use with clients to support them in managing their projects. Each template provides information on how it is used.

• Project Plan: If you are not ready for project management software, but are managing projects - and we bet you are - we have a spreadsheet template to get you started. 

​​

• Task List: Also a spreadsheet template - this task list can work alongside your project plan for documenting the smaller tasks or can be used as a stand-alone tool to help you track all the many tasks happening in your department or your business.

​​

• Lessons Learned: Once a project is completed - or even after a major phase of a project is completed, we highly recommend meeting with your team and having an open and honest conversation about what worked and what didn't. The purpose is to not only allow your team to be heard and contribute, but to document these comments to learn and inform future projects. 

Worksheets.

The following worksheets are public domain templates retrieved from the Strategic Planning Kit for Dummies by Erica Olsen. Not an exhaustive list.

​

 Getting Started - Strategic Planning​

• Readiness Assessment

​

Identifying Strategic Issues

• Industry Structure

• Market Attractiveness Framework

​

Mission, Vision, Values

• Mission Statement Worksheet

• Values Evaluation Worksheet

• Vision Evaluation Worksheet

​​

Threats and Opportunities

• SWOT Analysis​

​

Strategic Goals, Objectives, Actions 

• Impact Effort Grid Worksheet

• Road Map Worksheet

• Strategy Map Worksheet

Assess Business Capabilities

• Operational Processes Questionnaire

• Financial Projections Worksheet

​

​

​