Recommended Documents by Business Topic

Editor's Note: Take a look at our featured best practice, Organization Design Toolkit (103-slide PowerPoint presentation). Recent McKinsey research surveyed a large set of global executives and suggests that many companies, these days, are in a nearly permanent state of organizational flux. A rise in efforts in Organizational Design is attributed to the accelerating pace of structural change generated by market [read more]

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UPDATE: This article will no longer be updated.  All updates are now being made directly to our Business Toolkits section.  

Due to the rapid growth of our documents library, we have developed a less manual way of organizing our documents.  We have organized documents into Business Toolkits, where each toolkit is focused on a specific business project or business concept.  Each of the topics listed below in the article has now been formed into an individual business toolkit.  As of 4/24/2015, there are over 350+ business toolkits.  You can peruse them all here: www.flevy.com/business-toolkits.

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We have close to a thousand documents on Flevy and that number is growing each week.  Sifting through the documents to find the best ones for your specific business issues can be a time consuming process.

In this article, I’ve compiled recommended documents organized by specific business topic.  The topics are organized alphabetically.  However, documents within each topic are listed in no particular order.  There may also be some cross-listing of the same document across multiple categories, where applicable.

This will be a working document.  For your convenience, I will maintain a last update date below.

LAST UPDATE: 3/6/2015

5S

5S for the Office
https://flevy.com/browse/business-document/5s-for-the-office-161

5S Visual Workplace
https://flevy.com/browse/business-document/opex-5s-visual-workplace-training-module–602

5S: Five Disciplines for High Workplace Productivity
https://flevy.com/browse/business-document/5S-Five-Keys-to-High-Workplace-Productivity-154

Visual Management
https://flevy.com/browse/business-document/visual-management-640

5S & Visual Controls for Workplace Organization
https://flevy.com/browse/business-document/5s-and-visual-controls-for-workplace-organization-1023

5S Evaluation Matrix
https://flevy.com/browse/business-document/0235s-1109

ACQUISITION STRATEGY (SEE: VALUATION)

BALANCED SCORECARD

Balanced Scorecard – explanation of BSC (scorecarding/KPI framework) and how to use it as a strategic management system
https://flevy.com/browse/business-document/balanced-scorecard-134

Introduction to Balanced Scorecard
https://flevy.com/browse/business-document/an-introduction-to-balanced-scorecard-723

Balanced Scorecard Strategy Map
https://flevy.com/browse/business-document/balanced-scorecard-strategy-map-256

Balanced Scorecard Training
https://flevy.com/browse/business-document/opex-balanced-scorecard-training-module-567

BENCHMARKING

Benchmarking Primer
https://flevy.com/browse/business-document/benchmarking-primer-219

Benchmarking for World-class Performance
https://flevy.com/browse/business-document/benchmarking-for-world-class-performance-156

BRAND STRATEGY (BRAND LICENSING)

Brand Licensing Guidebook
Guide Only: https://flevy.com/browse/business-document/the-brand-licensing-guidebook-read-only-939
Guide + Video: https://flevy.com/browse/business-document/the-brand-licensing-guidebook-includes-video-946

Defining Your Brand Licensing Gameplan
Guide Only: https://flevy.com/browse/business-document/defining-your-brand-licensing-gameplan-read-only-940
Guide + Video: https://flevy.com/browse/business-document/defining-your-brand-licensing-gameplan-includes-video-947

Scouting for Playmakers
Guide Only: https://flevy.com/browse/business-document/scouting-for-playmakers-read-only-941
Guide + Video: https://flevy.com/browse/business-document/scouting-for-playmakers-includes-video-948

Grooming Perennial Champions
Guide Only: https://flevy.com/browse/business-document/grooming-perennial-champions-read-only-942
Guide + Video: https://flevy.com/browse/business-document/grooming-perennial-champions-includes-video-949

Signing Your Dream Team
Guide Only: https://flevy.com/browse/business-document/signing-your-dream-team-read-only-945
Guide + Video: https://flevy.com/browse/business-document/signing-your-dream-team-includes-video-950

Getting Ready for the Draft
Guide Only: https://flevy.com/browse/business-document/getting-ready-for-the-draft-read-only-944
Guide + Video: https://flevy.com/browse/business-document/getting-ready-for-the-draft-includes-video-943

Brand Licensing Webinar Series Bundle – this includes all the topics listed above
Guide Only: https://flevy.com/browse/business-document/brand-licensing-webinar-series-bundle-read-only-953
Guide + Videos: https://flevy.com/browse/business-document/brand-licensing-webinar-series-bundle-includes-video-954

BUSINESS CASE DEVELOPMENT

Business Case Development Framework
https://flevy.com/browse/business-document/business-case-development-framework-199

Capital Investment Analysis
https://flevy.com/browse/business-document/capital-investment-analysis-230

Business Case Template
https://flevy.com/browse/business-document/business-case-template-683

BUSINESS MODEL DESIGN

Business Model Innovation
https://flevy.com/browse/business-document/business-model-innovation-136

Business Model Design Report – final report example for construction service provider
https://flevy.com/browse/business-document/business-model-design-report-685

BUSINESS PLAN DEVELOPMENT (SEE ALSO: STRATEGIC PLANNING)

Developing & Presenting Your Business Plan
https://flevy.com/browse/business-document/developing-and-presenting-your-business-plan-148

Business Plan Fundamentals
https://flevy.com/browse/business-document/business-plan-fundamentals-686

Sample Business Plan
https://flevy.com/browse/business-document/sample-business-plan-665

CHANGE MANAGEMENT

Change Management Methodology
https://flevy.com/browse/business-document/change-management-methodology-241

Comprehensive Guide to Change Management
https://flevy.com/browse/business-document/a-comprehensive-guide-to-change-management-979

The People Side of Change & Change Resistance
https://flevy.com/browse/business-document/the-people-side-of-change-and-change-resistance-1036

Soft Side of Change Management
https://flevy.com/browse/business-document/soft-side-of-change-management-261

Change Readiness Assessment Toolkit
https://flevy.com/browse/business-document/change-readiness-assessment-toolkit-675

Change Enablement Workshop Presentation
https://flevy.com/browse/business-document/change-enablement-workshop-presentation-688

A Practical Framework Approach to Change
https://flevy.com/browse/business-document/a-practical-framework-approach-to-change-965

Stakeholder Analysis & Management
https://flevy.com/browse/business-document/stakeholder-analysis-and-management-962

COMMUNICATION STRATEGY

Fundamentals of Effective Communication
https://flevy.com/browse/business-document/fundamentals-of-effective-communication-748

Structured Thinking 101: Clarity Through Storylines
https://flevy.com/browse/business-document/structured-thinking-101-clarity-through-storylines-196

Communication Workbook
https://flevy.com/browse/business-document/communication-workbook-740

Message Mapping Tool
https://flevy.com/browse/business-document/message-mapping-tool-712

Progress Report Primer
https://flevy.com/browse/business-document/progress-report-primer-168

CONTRACTS (CONSULTING) (SEE: PROPOSAL DEVELOPMENT)

CONSULTING / CONSULTANT DOCUMENTS

Refer to this article: Ultimate Guide for Consultant – this is a compilation of consulting documents (e.g. pursuit decks, proposal samples, consulting training guides, pricing tools, and more)

COST REDUCTION (COST MANAGEMENT, COST TAKE-OUT)

Cost Reduction Opportunities (across Value Chain)
https://flevy.com/browse/business-document/cost-reduction-204

Cost Reduction Primer
https://flevy.com/browse/business-document/cost-reduction-primer-650

Cost Reduction Methodologies
https://flevy.com/browse/business-document/cost-reduction-93

Enterprise Cost Reduction Approach
https://flevy.com/browse/business-document/enterprise-cost-reduction-approach-704

Reducing the Cost of Quality
https://flevy.com/browse/business-document/Cost-Reduction-through-Quality-Improvement-150

Strategic Cost Reduction Training
https://flevy.com/browse/business-document/strategic-cost-reduction-training-729

CUSTOMER SERVICE

Delivering Service Excellence
https://flevy.com/browse/business-document/delivering-service-excellence-159

CUSTOMER LOYALTY

Customer Loyalty
https://flevy.com/browse/business-document/customer-loyalty-699

FINANCIAL ANALYSIS

Financial Ratios (Comparables) Analysis
https://flevy.com/browse/business-document/financial-ratios-comparables-analysis-239

Applied Strategic Financial Analysis
https://flevy.com/browse/business-document/applied-strategic-financial-analysis-679

Financial Ratio Analysis
https://flevy.com/browse/business-document/financial-ratio-analysis-706

Financial Statement Analysis
https://flevy.com/browse/business-document/financial-statement-analysis-141

Comprehensive Guide to Financial Statement Analysis
https://flevy.com/browse/business-document/comprehensive-guide-to-financial-statement-analysis-1206

FINANCIAL MODELING (SEE ALSO: BUSINESS CASE DEVELOPMENT)

Dynamic Business Modeling
https://flevy.com/browse/business-document/dynamic-business-modeling-702

Financial Model for Business Venture
https://flevy.com/browse/business-document/financial-model-for-business-venture-671

GROWTH STRATEGY (SEE ALSO: STRATEGY DEVELOPMENT)

Growth Strategy
https://flevy.com/browse/business-document/growth-strategy-208

Growth Opportunity Assessment
https://flevy.com/browse/business-document/growth-opportunity-assessment-759

Blue Ocean Strategy – framework on creating an uncontested marketplace (more info here: https://flevy.com/blue-ocean-strategy)
https://flevy.com/browse/business-document/blue-ocean-strategy-the-peaceful-strategy-114

Consolidation-Endgame Curve – this framework was developed AT Kearney and highlights the appropriate strategy for businesses driven by the lifecycle of the industry (e.g. when to make acquisitions, when to focus on operations/cost management)
https://flevy.com/browse/business-document/consolidation-endgame-curve-framework-201

Porter’s Five Forces
https://flevy.com/browse/business-document/porters-five-forces-235

Fiaccabrino Sales Selection Process – this framework focuses on selecting a top notch sales team, developed by a sales executive who grew Roche Diagnostics to a Fortune 200 company
https://flevy.com/browse/strategy-marketing-and-sales/fiaccabrino-sales-selection-process-566

Five Stages of Business Growth
https://flevy.com/browse/business-document/five-stages-of-business-growth-249

Services Growth & Effectiveness Strategy
https://flevy.com/browse/business-document/services-growth-and-effectiveness-strategy-735

HOSHIN KANRI (SEE ALSO: STRATEGIC PLANNING, STRATEGY DEPLOYMENT)

Hoshin Kanri Strategy Deployment
https://flevy.com/browse/business-document/hoshin-kanri-strategy-deployment-155

Hoshin Kanri – Policy Deployment
https://flevy.com/browse/business-document/hoshin-kanri-policy-deployment-1020

Strategic Planning Template and Hoshin Kanri Policy Deployment
https://flevy.com/browse/business-document/strategic-planning-template-and-hoshin-kanri-policy-deployment-1091

HUMAN RESOURCES

Strategic People/HR Planning
https://flevy.com/browse/business-document/strategic-people-human-resource-planning-707

Strategic Human Resources
https://flevy.com/browse/business-document/strategic-human-resources-147

Fiaccabrino Selection Process
https://flevy.com/browse/business-document/fiaccabrino-selection-process-566

People Productivity Toolkit
https://flevy.com/browse/business-document/people-productivity-toolkit-1077

INNOVATION

Business Model Innovation
https://flevy.com/browse/business-document/business-model-innovation-136

Innovation Management Executive Market Report
https://flevy.com/browse/business-document/innovation-management-executive-market-report-2014-867

Innovation Toolkit/Playbook
https://flevy.com/browse/business-document/innovation-toolkit-a-playbook-for-innovation-blueprint-766

INTERVIEWING

Fiaccabrino Selection Process
https://flevy.com/browse/business-document/fiaccabrino-selection-process-566

Behavioral Competency Based Interviews Guide
https://flevy.com/browse/business-document/behavioral-competency-based-interviews-guide-242

Designing and Delivering Focus Interviews
https://flevy.com/browse/business-document/designing-and-delivering-focus-interviews-98

How to Conduct Consulting Interviews
https://flevy.com/browse/business-document/how-to-conduct-consulting-interviews-743

IT (INFORMATION TECHNOLOGY)

IT Strategy
https://flevy.com/browse/business-document/it-strategy-209

ITIL V3 Service Management Overview
https://flevy.com/browse/business-document/itil-v3-service-management-overview-280

Design, Build and Run an Effective IT (Service) Strategy to Business Needs
https://flevy.com/browse/business-document/design-build-and-run-an-effective-it-service-strategy-to-business-needs-279

IT Management Models – note: this is set of PowerPoint templates illustrating IT concepts (i.e. document is not instructional)
https://flevy.com/browse/business-document/it-management-models-224

LEADERSHIP

Leadership Theories
https://flevy.com/browse/business-document/leadership-theories-874

Reinventing Senior Executives
https://flevy.com/browse/business-document/reinventing-senior-executives-870

Consulting Project Management Leadership & Team Effectiveness
https://flevy.com/browse/business-document/consulting-project-management-leadership-and-team-effectiveness-692

LEAN MANAGEMENT / LEAN ENTERPRISE

Lean Manufacturing
https://flevy.com/browse/business-document/lean-manufacturing-overview-160

Lean Standard Work
https://flevy.com/browse/business-document/opex-lean-standard-work-training-module-569

Lean Office
https://flevy.com/browse/business-document/lean-office-350

Lean Thinking
https://flevy.com/browse/business-document/lean-thinking-827

Introduction to Operational Excellence (2-Day Workshop)
https://flevy.com/browse/business-document/introduction-to-operational-excellence-2-day-workshop-1019

Lean MBA (1-Day Course)
https://flevy.com/browse/business-document/lean-mba-1-day-course-presentation-1002

Kaizen
https://flevy.com/browse/business-document/kaizen-153

Value Stream Mapping
https://flevy.com/browse/business-document/opex-value-stream-mapping-training-module-599

Identifying Waste
https://flevy.com/browse/business-document/identifying-waste-618

5S Visual Workplace Training Module
https://flevy.com/browse/business-document/opex-5s-visual-workplace-training-module-602

Mistake-Proofing Training Module
https://flevy.com/browse/business-document/opex-mistake-proofing-training-module-600

M&A (SEE: VALUATION)

MARKETING

Strategic Marketing and Sales Plan Template
https://flevy.com/browse/business-document/strategic-marketing-and-sales-plan-template-233

Strategic Marketing and Sales Planning Guide/Framework
https://flevy.com/browse/business-document/strategic-marketing-and-sales-planning-612

Marketing Plan Development Framework
https://flevy.com/browse/business-document/marketing-plan-development-framework-174

Strategic Marketing Plan Template
https://flevy.com/browse/business-document/strategic-marketing-plan-template-676

Market Segmentation and Analysis Tool
https://flevy.com/browse/business-document/market-segmentation-and-analysis-tool-315

Marketing Channel Ranking Tool
https://flevy.com/browse/business-document/marketing-channel-ranking-tool-441

MEETING MANAGEMENT (RUNNING EFFECTIVE MEETINGS, FACILITATION)

Effective Meetings Framework
https://flevy.com/browse/business-document/effective-meetings-348

Toolkit for Improving Meetings
https://flevy.com/browse/business-document/complete-toolkit-for-improving-meetings-449

Initial Meeting – Sales Presentation Template
https://flevy.com/browse/business-document/initial-meeting-sales-presentation-81

Active Listening, Meetings and Presentations
https://flevy.com/browse/business-document/active-listening-meetings-and-presentations-969

PDCA (PLAN-DO-CHECK-ACT) (SEE ALSO: PROBLEM SOLVING, LEAN MANAGEMENT)

PDCA Problem Solving Technique & Tools
https://flevy.com/browse/business-document/pdca-problem-solving-technique-and-tools-151

PDCA Problem Solving Template
https://flevy.com/browse/business-document/pdca-problem-solving-template-907

8D Problem Solving Technique & Tools
https://flevy.com/browse/business-document/8d-problem-solving-technique-and-tools-761

Hoshin Kanri
https://flevy.com/browse/business-document/Hoshin-Kanri-155

PERFORMANCE MANAGEMENT

Performance Framework
https://flevy.com/browse/business-document/robust-production-management-rpm-module-2-performance-framework-460

Auditing and Improving Business Performance
https://flevy.com/browse/business-document/auditing-and-improving-business-performance-216

Employee Performance Guide
https://flevy.com/browse/business-document/employee-performance-guide-304

Benchmarking for World-class Performance
https://flevy.com/browse/business-document/benchmarking-for-world-class-performance-156

Performance Distribution
https://flevy.com/browse/business-document/robust-production-management-rpm-module-8-performance-distribution-466

Malcolm Baldrige National Quality Award – MBNQA is a model for performance excellence
https://flevy.com/browse/business-document/malcolm-baldrige-national-quality-award-a-model-for-performance-excellence-172

Plan for Performance Methodology
https://flevy.com/browse/business-document/plan-for-performance-methodology-746

World Class Planning & Performance Management
https://flevy.com/browse/business-document/world-class-planning-and-performance-management-742

Corporate Performance Measurement
https://flevy.com/browse/business-document/corporate-performance-measurement-696

POST-MERGER INTEGRATION (PMI)

Post-merger Integration Training
https://flevy.com/browse/business-document/post-merger-integration-training-756

Post Acquisition Integration Strategy
https://flevy.com/browse/business-document/post-acquisition-integration-strategy-post-merger-integration-pmi-659

Post Merger Integration (PMI) Best Practice Framework
https://flevy.com/browse/business-document/post-merger-integration-pmibest-practice-framework-1204

POWERPOINT TEMPLATES (FRAMEWORK-ORIENTED)

Corporate Strategy/Management Models/Diagrams
https://flevy.com/browse/business-document/corporate-strategy-and-management-models-129

Strategy, Marketing & Management Models/Diagrams
https://flevy.com/browse/business-document/strategy-marketing-and-management-models-817

Business Performance Improvement Models/Diagrams
https://flevy.com/browse/business-document/business-performance-improvement-models-218

Business Excellence Frameworks
https://flevy.com/browse/business-document/business-excellence-frameworks-872

Strategy Frameworks Diagrams
https://flevy.com/browse/business-document/strategic-frameworks-compilation-bb-433

Organization, Change, & HR Models/Diagrams
https://flevy.com/browse/business-document/organization-change-and-hr-models-616

IT Management Models/Diagrams
https://flevy.com/browse/business-document/it-management-models-224

POWERPOINT TEMPLATES (GENERAL)

PPT Library – 600+ slides of general diagrams
https://flevy.com/browse/business-document/the-ppt-library-483

Consulting Diagrams and General Business Diagrams
https://flevy.com/browse/business-document/complete-resource-for-consulting-frameworks-and-design-templates-445

Process, System, Transformation Diagrams
https://flevy.com/browse/business-document/process-system-and-transformation-diagrams-544

Transformation Maps
https://flevy.com/browse/business-document/transformation-maps-170

You may also want to download some of our free resources:
https://flevy.com/powerpoint-toolkit
https://flevy.com/powerpoint-plugin

PRESENTATION DESIGN (SEE: STRUCTURED COMMUNICATION)

PRICING STRATEGY (SEE ALSO: MARKETING, PRODUCT STRATEGY)

Pricing Strategy
https://flevy.com/browse/business-document/pricing-strategy-226

Pricing Strategy Implementation Toolkit
https://flevy.com/browse/business-document/pricing-strategy-implementation-toolkit-726

Best Practices in Price Increase Execution
https://flevy.com/browse/business-document/best-practices-in-price-increase-execution-681

Pricing Strategy Template
https://flevy.com/browse/business-document/pricing-strategy-template-319

Pricing Strategy Workshop
https://flevy.com/browse/business-document/pricing-strategy-workshop-764

PROBLEM SOLVING (SEE ALSO: PDCA)

Structured Problem Solving & Hypothesis Generation
https://flevy.com/browse/business-document/structured-problem-solving-and-hypothesis-generation-95

PDCA Problem Solving Tools & Technique
https://flevy.com/browse/business-document/pdca-problem-solving-tools-and-technique-151

8D Problem Solving Process
https://flevy.com/browse/business-document/opex-8d-problem-solving-process-training-module-568

Root Cause Analysis
https://flevy.com/browse/business-document/root-cause-analysis-617

Root Cause Analysis (2)
https://flevy.com/browse/business-document/root-cause-analysis-1011

Issue-Based Work Planning and Hypothesis Problem Solving
https://flevy.com/browse/business-document/issue-based-work-planning-and-hypothesis-problem-solving-377

Issue Based Problem Solving
https://flevy.com/browse/business-document/issue-based-problem-solving-730

Useful Tools for Problem Solving
https://flevy.com/browse/business-document/useful-tools-for-problem-solving-959

PROCESS IMPROVEMENT

Business Process Improvement
https://flevy.com/browse/business-document/opex-business-process-improvement-bpi-7-training-module-601

Rapid Process Improvement
https://flevy.com/browse/business-document/rapid-process-improvement-662

Organizational Velocity – Improving Speed, Efficiency & Effectiveness of Business
https://flevy.com/browse/business-document/organizational-velocity-improving-speed-efficiency-and-effectiveness-of-business-482

Process Capability Study
https://flevy.com/browse/business-document/opex-process-capability-study-training-module-603

Process Analysis and Design
https://flevy.com/browse/business-document/process-2-analysis-and-design-963

Process Metrics
https://flevy.com/browse/business-document/007process-metrics-980

Process Modeling
https://flevy.com/browse/business-document/process-1-modelling-964

Kaizen
https://flevy.com/browse/business-document/kaizen-153

5S: Five Disciplines for High Workplace Productivity
https://flevy.com/browse/business-document/5s-five-disciplines-for-high-workplace-productivity-154

5S for the Office
https://flevy.com/browse/business-document/5s-for-the-office-161

For specific Process and Operational Improvement initiatives, take a look at the frameworks offered by these sellers:
https://flevy.com/seller/oec
https://flevy.com/seller/lancelatham
https://flevy.com/seller/oeconsulting

PRODUCT STRATEGY (SEE ALSO: PRICING STRATEGY)

Product Lifecycle
https://flevy.com/browse/business-document/Product-Lifecycle-227

Rogers’ Five Factors
https://flevy.com/browse/business-document/Rogers-Five-Factors-169

Pricing Strategy
https://flevy.com/browse/business-document/pricing-strategy-226

Pricing Strategy Implementation Toolkit
https://flevy.com/browse/business-document/pricing-strategy-implementation-toolkit-726

Psychology of Product Adoption
https://flevy.com/browse/business-document/Psychology-of-Product-Adoption-203

PROJECT MANAGEMENT

Consulting Project Management Survival Guide
https://flevy.com/browse/business-document/consulting-project-management-survival-guide-648

PRINCE2 Project Management Overview
https://flevy.com/browse/business-document/prince2-project-management-overview-287

Project Management Workbook (Excel)
https://flevy.com/browse/business-document/project-management-workbook-436

Project Management Tool in Excel
https://flevy.com/browse/business-document/project-management-tool-in-excel-212

Project Management Social
https://flevy.com/browse/business-document/project-management-social-921

PROPOSAL DEVELOPMENT

Fundamentals of Proposal Writing
https://flevy.com/browse/business-document/fundamentals-of-proposal-writing-652

Consulting Proposal Playbook
https://flevy.com/browse/business-document/consulting-proposal-playbook-649

Sample Consulting Contract
https://flevy.com/browse/business-document/sample-consulting-contract-10

Sample Consulting Engagement Letter
https://flevy.com/browse/business-document/sample-consulting-engagement-letter-677

Business Proposal Template for Consulting Program Implementation
https://flevy.com/browse/management-consulting/business-proposal-template-for-consulting-program-implementation-332

QUALITY MANAGEMENT & ASSURANCE (SEE ALSO: SIX SIGMA)

Total Quality Management
https://flevy.com/browse/business-document/total-quality-management-tqm-152

Total Quality Process
https://flevy.com/browse/business-document/total-quality-process-tqp-349

MBNQA (Malcolm Baldrige National Quality Award) Model
https://flevy.com/browse/business-document/malcolm-baldrige-national-quality-award-a-model-for-performance-excellence-172

EFQM Model
https://flevy.com/browse/business-document/efqm-excellence-model-300

Conducting an Opening Meeting for a Quality Audit
https://flevy.com/browse/business-document/conducting-an-opening-meeting-for-a-quality-audit-245

Reducing the Cost of Quality
https://flevy.com/browse/business-document/reducing-the-cost-of-quality-150

Managing Effective Quality Audits
https://flevy.com/browse/business-document/managing-effective-quality-audits-162

ISO 9001 Awareness Training
https://flevy.com/browse/business-document/iso-9001-awareness-149

ISO 14001 Awareness Training
https://flevy.com/browse/business-document/iso-14001-awareness-training-164

OHSAS 18001 Awareness Training
https://flevy.com/browse/business-document/ohsas-18001-awareness-training-165

RETAIL STRATEGY

Electronics Firm Retail Channel Strategy
https://flevy.com/browse/business-document/electronics-firm-retail-channel-strategy-703

Consumer Driven Replenishment
https://flevy.com/browse/retail-consumer-products-and-distribution/consumer-driven-replenishment-87

Retail Gross Profit Recovery
https://flevy.com/browse/business-document/retail-gross-profit-recovery-88

SALES

Fiaccabrino Selection Process – this framework focuses on selecting a top notch sales team, developed by a sales executive who grew Roche Diagnostics to a Fortune 200 company
https://flevy.com/fiaccabrino-selection-process – free primer download
https://flevy.com/browse/business-document/fiaccabrino-selection-process-566 – full framework

Sales Force Effectiveness – Diagnosis & Correction Framework
https://flevy.com/browse/business-document/sales-force-effectiveness-diagnosis-and-correction-framework-1078

Account Management Templates
https://flevy.com/browse/business-document/account-management-templates-38

Initial Meeting Sales Deck
https://flevy.com/browse/business-document/initial-meeting-sales-presentation-81

Sales Battlecard Template
https://flevy.com/browse/business-document/sales-battlecard-template-78

Sales & Marketing Alignment Tool
https://flevy.com/browse/business-document/sales-and-marketing-alignment-tool-314

Field Sales Tracker/Dashboard
https://flevy.com/browse/business-document/field-sales-tracker-dashboard-79

SIX SIGMA

Six Sigma Overview
https://flevy.com/browse/business-document/Six-Sigma-Overview-163

Six Sigma Basics
https://flevy.com/browse/business-document/Six-Sigma-Basics-89

6 Sigma Practitioner Reference
https://flevy.com/browse/business-document/6-sigma-practitioner-reference-722

Variation and DMAIC Overview
https://flevy.com/browse/business-document/003variation-and-dmaic-overview-972

Design for Six Sigma and DMADV Overview
https://flevy.com/browse/business-document/004design-for-six-sigma-and-dmadv-overview-974

Process Capability Study
https://flevy.com/browse/business-document/opex-process-capability-study-training-module-603

Statistical Process Control
https://flevy.com/browse/business-document/opex-statistical-process-control-training-module-604

Control Charts (SPC)
https://flevy.com/browse/business-document/control-charts-spc-course-1012 

SOCIAL MEDIA STRATEGY / DIGITAL MARKETING STRATEGY

Digital Marketing Strategy: A Guide to Evaluate Your Current Online Presence
https://flevy.com/browse/business-document/digital-marketing-strategya-guide-to-evaluate-your-current-online-presence-910

Social Media Strategy Assessment Methodology
https://flevy.com/browse/business-document/social-media-strategy-assessment-methodology-389

How to Run a Successful Social Media Campaign
https://flevy.com/browse/business-document/how-to-run-a-successful-social-media-campaign-310

Project Management Social
https://flevy.com/browse/business-document/project-management-social-921

SOURCING / PROCUREMENT (SEE ALSO: COST REDUCTION)

Strategic Sourcing
https://flevy.com/browse/business-document/strategic-sourcing-263

Best Practices in Direct Material Procurement
https://flevy.com/browse/business-document/best-practices-in-direct-material-procurement-680

Cost Reduction Methodologies – document discusses various cost reduction methodologies and concepts, including Strategic Sourcing
https://flevy.com/browse/business-document/cost-reduction-93

Cost Reduction Primer – document discusses Enterprise Cost Reduction, which includes Strategic Sourcing
https://flevy.com/browse/business-document/cost-reduction-primer-650

Technology VARs Sourcing Strategy Template
https://flevy.com/browse/business-document/technology-vars-sourcing-strategy-template-85

STORYBOARDING (SEE: STRUCTURED COMMUNICATION)

STRATEGY DEPLOYMENT & EXECUTION (SEE ALSO: BALANCED SCORECARD, STRATEGY DEVELOPMENT)

Hoshin Kanri Strategy Deployment
https://flevy.com/browse/business-document/Hoshin-Kanri-155

Strategy Planning and Deployment
https://flevy.com/browse/business-document/opex-strategy-planning-and-deployment-training-module-597

Business Strategy Execution
https://flevy.com/browse/business-document/guide-to-business-strategy-execution-873

STRATEGY DEVELOPMENT (SEE ALSO: GROWTH STRATEGY, STRATEGY DEPLOYMENT)

Business Strategy Design
https://flevy.com/browse/business-document/complete-guide-to-business-strategy-design-375

Breakthrough Strategy Formulation
https://flevy.com/browse/business-document/formulating-a-breakthrough-strategy-598

Strategy Development Methodology
https://flevy.com/browse/business-document/strategy-development-methodology-264

Strategic Analysis
https://flevy.com/browse/business-document/strategic-analysis-framework-146

Creative Thinking in Strategy Development
https://flevy.com/browse/business-document/creative-thinking-in-strategy-development-205

Evolution of Strategy
https://flevy.com/browse/business-document/evolution-of-strategy-705

Corporate Strategy Primer
https://flevy.com/browse/business-document/corporate-strategy-primer-697

Research for Breakthrough Strategy
https://flevy.com/browse/business-document/research-for-breakthrough-strategy-715

Guide to Business Strategy Execution
https://flevy.com/browse/business-document/guide-to-business-strategy-execution-873 

STRATEGIC PLANNING (SEE ALSO: BALANCED SCORECARD)

Strategy Planning and Deployment
https://flevy.com/browse/business-document/opex-strategy-planning-and-deployment-training-module–597

Hoshin Kanri – a strategic planning methodology
https://flevy.com/browse/business-document/strategic-planning-using-hoshin-kanri-155

Complete Guide to Strategic Planning
https://flevy.com/browse/business-document/complete-guide-to-strategic-planning-955

Strategic Business Planning
https://flevy.com/browse/business-document/strategic-business-planning-methodology-244

Success Is System, Failure Is Component Framework
https://flevy.com/browse/business-document/success-is-system-failure-is-component-302

Scenario Planning
https://flevy.com/browse/business-document/scenario-planning-243

STRUCTURED COMMUNICATION

Structured Thinking 101: Clarity Through Storylines – this seller, TeamNeosi, specializes in corporate communications and spent 20 years at McKinsey as a communications specialist
https://flevy.com/browse/business-document/structured-thinking-101-clarity-through-storylines-196

Structured Communication, Presentation Development, and Storyboarding
https://flevy.com/browse/business-document/structured-communication-presentation-development-and-storyboarding-96

Presentation Development Primer (Storyboarding, Slide Design)
https://flevy.com/browse/business-document/presentation-development-primer-storyboarding-slide-design-324

Golden Rules for Consulting Writing
https://flevy.com/browse/business-document/golden-rules-for-consulting-writing-a-practical-guide-653

Building Effective Presentation
https://flevy.com/browse/business-document/building-effective-presentation-645

Fundamentals of Proposal Writing
https://flevy.com/browse/business-document/fundamentals-of-proposal-writing-652

Message Mapping Tool
https://flevy.com/browse/business-document/message-mapping-tool-712

Fundamentals of Effective Communication
https://flevy.com/browse/business-document/fundamentals-of-effective-communication-748

Communication Workbook
https://flevy.com/browse/business-document/communication-workbook-740

Elements of Communication
https://flevy.com/browse/business-document/communication-966
SUPPLY CHAIN

Supply Chain Strategy Tools & Techniques
https://flevy.com/browse/business-document/supply-chain-strategy-tools-and-techniques-737

Supply Chain Performance & Metrics
https://flevy.com/browse/business-document/supply-chain-performance-and-metrics-673

Supply Chain & Business Risk Assessment
https://flevy.com/browse/business-document/supply-chain-and-business-risk-assessment-615

Supply Chain Program Comparison Model (Working Capital)
https://flevy.com/browse/business-document/supply-chain-program-comparison-model-working-capital-34

4 Stage Model Supply Chain Assessment
https://flevy.com/browse/business-document/4-stage-model-supply-chain-assessment-670

Supply Chain Liaison Management Program
https://flevy.com/browse/business-document/supply-chain-liaison-management-program-957

VALUATION

Guide to Building an Acquisition Strategy and Valuation Methodologies
https://flevy.com/browse/business-document/acquisition-strategy-and-valuation-methodologies-387

Finance and Valuation Basics
https://flevy.com/browse/business-document/finance-and-valuation-basics-90

Financial Ratios (Comparables) Analysis
https://flevy.com/browse/business-document/financial-ratios-comparables-analysis-239

Valuation Model (DCF) Example/Template
https://flevy.com/browse/business-document/valuation-model-dcf-173

Mergers & Acquisitions Price Multiple Analyzer
https://flevy.com/browse/business-document/mergers-and-acquisitions-price-multiple-analyzer-668

Mergers & Acquisitions Strategic Analysis Toolkit
https://flevy.com/browse/business-document/mergers-and-acquisitions-strategic-analysis-toolkit-666

Mergers, Acquisitions & Alliances Approach
https://flevy.com/browse/business-document/mergers-acquisitions-and-alliances-approach-728

Mergers & Acquisitions Training
https://flevy.com/browse/business-document/mergers-and-acquisitions-training-727

Key Considerations in Deal Structure
https://flevy.com/browse/business-document/key-considerations-in-deal-structure-720

Mergers, Acquisitions Best Practices
https://flevy.com/browse/business-document/mergers-acquisitions-best-practices-738

VALUE CHAIN

Value Chain Analysis
https://flevy.com/browse/business-document/value-chain-analysis-262

Value Chain Analysis
https://flevy.com/browse/business-document/value-chain-analysis-749

Cost Reduction Opportunities (across Value Chain)
https://flevy.com/browse/business-document/cost-reduction-204

WORKPLACE PRODUCTIVITY (SEE: 5S)

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