Chief of Staff Course: CEO Partner, Strategy, 1500+ Tools

• Good vs. bad strategies

• Blue Ocean Strategy and competitive differentiation

• Strategy diagnosis tools and session rules

Tools in this lecture

Ready to use on the slides (23)

• COO strategy interview questions
• Five-step strategic planning process
• CEO strategic planning launch letter
• Strategic planning project checklist
• Mission statement checklist
• Vision development questions
• Vision statement checklist
• Mission-vision-guiding-principles review
• Stakeholder survey procedure
• CEO survey invitation letter
• Organizational culture diagnostic questions
• PESTEL analysis
• SWOT analysis
• Strategy session plan and agenda
• Strategic planning questions
• Strategy session venue checklist
• CEO strategy session invitation letter
• Strategy session materials checklist
• Balanced scorecard
• Strategic plan document outline
• Strategy implementation plan
• Performance metric quality checklist
• Seven strata of strategy questions

• HR audit tools and checklists

• SWOT and PESTEL analysis

• HR audit reporting

Tools in this lecture

Ready to use on the slides (3)

• HR audit procedure
• SWOT analysis
• PESTEL analysis

Services and apps shown in this lecture (1)

• Google Sheets

• HR strategy templates, metrics, and business alignment

• Linking HR strategy to audit results and cost justification

• Creating an HR roadmap

Tools in this lecture

Ready to use on the slides (4)

• HR strategy document outline
• HR strategy workbook
• PESTEL analysis
• TOWS matrix

Services and apps shown in this lecture (2)

• ChatGPT
• Google Sheets

• Project phases and processes

• Templates: plans, business cases, communications, diagrams

Tools in this lecture

Ready to use on the slides (17)

• Project planning checklist
• Project closure checklist
• Project business case outline
• Work breakdown structure
• Project charter template
• RASCI matrix
• Project communication plan
• Project stakeholder register
• Project milestone tracker
• Project risk register
• Project monitoring plan
• Project change request procedure
• Project success evaluation table
• Project product control dashboard
• Project progress reporting procedure
• Project status report outline
• PPP meeting format

Services and apps shown in this lecture (7)

• ChatGPT
• Microsoft Project
• Google Sheets
• Notion
• Airtable
• Confluence
• Lucidchart

Models and methods explained (4)

• Project lifecycle
• Project management process groups
• Project network diagram
• Gantt chart

• Resistance to change models

• Emotional factors in change adoption

• Kotter, Unfreeze-Change-Freeze, and Gallup readiness tools

Tools in this lecture

Ready to use on the slides (3)

• Change resistance response matrix
• Kotter eight-step change model
• Gallup Change Management Index

Models and methods explained (1)

• Rider-elephant-path model

• OKR principles vs. MBO

• Linking OKR to performance review

• Key results requirements and startup rollout tips

Tools in this lecture

Ready to use on the slides (13)

• Rockefeller Habits checklist
• OKR
• Key result quality checklist
• OKR cycle
• Four disciplines of execution
• Weekly OKR meeting agenda
• Bottom-up OKR alignment process
• OKR achievement scoring
• OKR review preparation checklist
• OKR review discussion guide
• Performance improvement plan process
• Individual development plan checklist
• Development planning questions

Services and apps shown in this lecture (4)

• PeopleForce
• 15Five
• Google Sheets
• Google Forms

Models and methods explained (1)

• 360-degree feedback

• Templates, feedback integration, and automation tools

• Manager-employee meeting frameworks

• Linking reviews to development plans

Tools in this lecture

Ready to use on the slides (6)

• Performance review preparation procedure
• Performance review discussion guide
• Manager performance review self-assessment
• Employee performance review meeting survey
• Effective feedback checklist
• OKR

Services and apps shown in this lecture (1)

• Google Sheets

• Communication models, channels, and policies

• Organizing All Hands meetings and open door culture

Tools in this lecture

Ready to use on the slides (3)

• All-hands meeting agenda
• Employee opinion interview questions
• Transparency policy outline

Services and apps shown in this lecture (10)

• Microsoft Viva Engage
• Slack
• Microsoft Teams
• Donut
• Trello
• Range
• PeopleForce
• Google Forms
• Brightidea
• IdeaScale

Models and methods explained (4)

• Open-door policy
• Employee suggestion box
• Mediation
• Arbitration

• Event calendars, popular formats, and ChatGPT planning

Tools in this lecture

Ready to use on the slides (1)

• Team-building activities prompt

Services and apps shown in this lecture (1)

• ChatGPT

Models and methods explained (9)

• Thirsty Thursday
• Funky Friday
• Mystery Lunch
• Workout Wednesday
• Creative Coffee Breaks
• Book Club Monday
• Travel Tuesday
• Green Day
• Potluck Party

• Elements of culture and integration methods

• Describing behaviors, embedding in operations, changing culture

Tools in this lecture

Ready to use on the slides (11)

• Gallup Q12
• Corporate culture definition procedure
• Corporate culture discovery questions
• Learning agility interview question
• Corporate culture integration checklist
• New employee integration content checklist
• Culture-based salary positioning
• Culture-adjusted bonus formula
• Culture principles workshop procedure
• Culture fit assessment
• Employee handbook sample

Services and apps shown in this lecture (4)

• PeopleForce
• Microsoft Loop
• Google Forms
• ChatGPT

Models and methods explained (1)

• Schein organizational culture model

• 50+ HR metrics and calculation methods

• Data tools, segmentation, correlation, and forecasting

• ROI of engagement and turnover analysis

Tools in this lecture

Ready to use on the slides (18)

• Business-driven HR analytics process
• HR metrics collection
• Workplace observation questions
• Organizational diagnostic interview
• Salary descriptive statistics
• HR initiative cash flow calculation
• Onboarding business case calculation
• Benefits business case template
• Stress and burnout cost calculation
• HRIS automation ROI calculation
• Google Sheets sparkline formula
• Employee engagement business value calculation
• Delphi method
• Nominal group technique
• Crowdsourced median forecast
• Annualized metric forecast
• Employee lifetime value
• HR analytics report outline

Services and apps shown in this lecture (1)

• Google Sheets

Models and methods explained (4)

• People analytics maturity model
• Workforce segmentation
• Triangulation
• Trend forecasting

• Recruiting audit checklists and key metrics

• Funnel analysis, cost per hire, SLA creation, and reporting

Tools in this lecture

Ready to use on the slides (15)

• Recruiter competency checklist
• Recruiting metrics collection
• Recruitment cost checklist
• Recruiter capacity calculation
• Recruitment SLA development procedure
• Recruitment SLA sample
• Vacancy pipeline report template
• Complaint handling procedure
• Recruiting complaint response playbook
• Five whys
• Low-pay vacancy resolution playbook
• Problem vacancy screening playbook
• Employee demotivation checklist
• Employer review collection procedure
• Talent attraction event procedure

• MBO, KPI, and critical incident-based assessments

• Job analysis-based evaluation

Tools in this lecture

Ready to use on the slides (7)

• Results orientation competency indicators
• Repertory grid competency development
• Behavioral event interview guide
• Competency-based interview questions
• Competency rating scale
• Assessment center competency-tool matrix
• Assessment center procedure

Models and methods explained (5)

• Behavioral event interview
• Hudson 5+1 competency model
• Lominger competency model
• 180-degree feedback
• 360-degree feedback

• Leadership levels, formats, and global programs

• Assessing development needs

Tools in this lecture

Ready to use on the slides (5)

• Google manager feedback questionnaire
• Leadership book club discussion procedure
• OKR alignment workshop
• Delegation poker
• Leadership development curriculum

Models and methods explained (2)

• Six Bs talent management model
• Leadership maturity pyramid

• Gallup/VIA/High5 assessment tools

• Conducting talent coaching and using research insights

Tools in this lecture

Ready to use on the slides (2)

• Talent identification questions
• Strengths coaching interview guide

Services and apps shown in this lecture (3)

• CliftonStrengths
• VIA Character Strengths Survey
• HIGH5

• Stages, diagnostics, interventions, and evaluation

Tools in this lecture

Ready to use on the slides (9)

• Consulting and execution skills process
• Five whys
• Consulting plan outline
• Workplace observation questions
• Organizational diagnostic interview
• Survey design checklist
• HR analytics report outline
• Fishbone diagram
• Intervention action plan

Models and methods explained (14)

• Ulrich HR roles model
• Triangulation
• 360-degree feedback
• Job enrichment
• Action learning
• Fishbowl observation
• Six Sigma
• Total quality management
• Business process reengineering
• Benchmarking
• Learning organization
• Open systems mapping
• Future Search
• Meeting gallery

• Types, drivers, and diagnostics

• Matrix and network-based models like Spotify

Tools in this lecture

Ready to use on the slides (5)

• SWOT analysis
• Five-step organizational design process
• Six organizational design drivers assessment
• Operating model design questions
• Leadership structure design questions

Models and methods explained (5)

• Functional organizational structure
• Divisional organizational structure
• Matrix organizational structure
• Network organizational structure
• Virtual organizational structure

• Three roles of a chief strategy officer: adviser, referee and builder

• Three reporting lines of the CSO and who can overrule a decision to stop an initiative

• Days 1–30 listening, days 31–60 a quiet draft, days 61–90 the first choice on paper

• Five meetings of the first week and the same five questions for each

• The day-90 pack for the CEO: one page, one money ask, a kill list and four dates

Tools in this lecture

Files to download (2)

• Decision log
• 90-day plan

Ready to use on the slides (8)

• CSO first 90 days plan
• Strategy diagnosis source file checklist
• CEO strategy discovery questions
• Frontline strategy discovery questions
• Strategic kill list
• Quarterly strategy review calendar
• CSO day 90 deliverables checklist
• CSO first-week stakeholder interview guide

Models and methods explained (1)

• Adviser-referee-builder CSO roles

• Profit pool of the market in four steps

• Growth split into three sources: market growth, share change and acquisitions

• Unit economics of a segment: LTV, fully loaded CAC and payback with benchmarks

• Six metric cards with benchmarks and the Rule of 40 as a scale with action zones

• The diagnosis one-pager and the five numbers for the CEO

Tools in this lecture

Files to download (2)

• Profit pool worksheet
• Diagnosis one-pager

Ready to use on the slides (8)

• Profit pool analysis
• Growth decomposition
• Segment unit economics metric set
• Fully loaded CAC checklist
• Strategic diagnosis metric set
• Rule of 40
• Strategic diagnosis one-pager
• CEO strategic diagnosis briefing

• Bottom-up market sizing in one sheet, with TAM, SAM and SOM in numbers

• Thirteen free sources of competitor intelligence

• A competitor teardown card with five fixed slots

• Signals from job postings, pricing pages and release notes

• AI prompts for market research and an evidence pack with sources and dates

Tools in this lecture

Files to download (2)

• Research prompts
• Evidence pack

Ready to use on the slides (8)

• TAM-SAM-SOM market sizing
• Competitor teardown card
• Market map research prompt
• Competitor pricing comparison prompt
• Customer switching research prompt
• Competitor entry risk prompt
• Market research evidence verification
• Market evidence pack

Models and methods explained (1)

• Top-down market sizing

• The diagnosis as one sentence that names the obstacle

• A guiding policy and what it rules out

• Five steps from options to the call

• Four signs of an empty strategy and three tests before the CEO sees it

• The strategy on one page template and the do-not list

Tools in this lecture

Files to download (2)

• Strategy on one page
• Option worksheet

Ready to use on the slides (7)

• Guiding policy statement template
• Five-step strategic choice process
• Bad strategy checklist
• Strategy one-pager
• Strategic do-not list
• Strategic refusal scripts
• Strategy quality tests

• An inventory of every running initiative with owner, cost and status

• A scoring model with four weighted criteria

• The true cost of an initiative in dollars

• The reallocation rate of your company and kill thresholds at three gates

• The portfolio sheet and five numbers for the budget conversation

Tools in this lecture

Files to download (2)

• Initiative portfolio
• Gate card

Ready to use on the slides (7)

• Initiative inventory
• Weighted initiative prioritization scorecard
• Initiative true cost calculation
• Budget reallocation rate
• Evidence-traction-scale stage gates
• Initiative portfolio sheet
• Portfolio budget briefing

• Three levels of the cascade: company, function and team

• Translating one strategic move into three goals

• A cascade workshop in four steps and one named owner per goal

• Leading and lagging measures for every goal

• The cascade map template and six signs of a broken cascade

Tools in this lecture

Files to download (2)

• Cascade workshop kit
• Cascade map

Ready to use on the slides (6)

• Goal-owner-number-date table
• Strategy cascade workshop
• Strategic goal owner responsibilities checklist
• Leading and lagging indicator pairing
• Strategy cascade map
• Broken strategy cascade checklist

Models and methods explained (1)

• Company-function-team strategy cascade

• The calendar of the strategy year: quarterly, monthly and annual reviews

• A 90-minute quarterly review agenda and five areas of the review checklist

• A dashboard of no more than twelve metrics with thresholds

• Rules of the room, the invite list and the decision log after the meeting

• A strategy office of one person

Tools in this lecture

Files to download (2)

• Strategy calendar
• Review run sheet

Ready to use on the slides (7)

• Quarterly strategy review calendar
• Quarterly strategy review agenda
• Strategy review checklist
• Strategy dashboard
• Strategy review meeting rules
• Strategy decision log
• Strategy office weekly operating schedule

• Five slides of the board pack

• At least 20 questions from the board and ready answers to the hardest ones

• The script of a twenty-minute board presentation

• Six cases of good and bad answers

• Announcing the strategy to the company and answering “what does it mean for me”

Tools in this lecture

Files to download (2)

• Board question drill
• Board pack

Ready to use on the slides (6)

• Strategy board presentation
• Strategy board question bank
• Strategy board response scripts
• Twenty-minute strategy presentation script
• Company strategy announcement
• Strategy impact messages by function

• Three jobs of a business continuity manager
• ISO 22301 on one page: what the standard asks for and in what order
• A one-page program charter in eight fields, an executive sponsor and a steering group
• A 90-day plan in three stages and seven first-week meetings
• The day-90 page for the CEO: what was found, what was fixed, what it costs

Tools in this lecture

Files to download (2)

• Business continuity 90-day plan workbook
• Business continuity program charter builder

Ready to use on the slides (9)

• ISO 22301 required documents checklist
• Business continuity program charter
• Executive sponsor discussion script
• Business continuity 90-day plan
• Business continuity discovery checklist
• Business continuity policy
• Business continuity first-year roadmap
• Business continuity stakeholder interview script
• Day-90 CEO report

Models and methods explained (1)

• ISO 22301

• The downtime cost formula in four parts, applied to one process in dollars
• An impact scale over seven time periods
• Maximum tolerable period of disruption, RTO and RPO for each process
• Four recovery tiers
• A BIA interview in 10 questions and a BIA table in 11 columns

Tools in this lecture

Files to download (2)

• Business impact analysis workbook
• BIA interview calculator

Ready to use on the slides (6)

• Downtime cost calculator
• Business impact scoring matrix
• RTO calculation
• Recovery tier classification
• BIA interview script
• Business impact analysis table

• Single points of failure in four resources: people, premises, IT and suppliers
• A catalogue of 24 typical threats to business operations
• Likelihood and impact scales 1–5, risk score and a 5 × 5 heat map
• Residual risk after existing controls and a ten-column risk register
• Four treatment decisions and a risk appetite statement

Tools in this lecture

Files to download (2)

• Continuity risk register workbook
• Continuity risk heat map builder

Ready to use on the slides (6)

• Continuity risk identification questions
• Continuity threat catalogue
• Risk scoring matrix
• Disruption impact calculation
• Continuity risk register
• Risk appetite statement

Models and methods explained (2)

• Residual risk assessment
• Four risk treatment strategies

• Strategy before, during and after a disruption
• Resource requirements for 24 hours, 72 hours and one week
• Recovery options for people and premises
• Four recovery tiers for technology and data, and recovery options for suppliers
• A strategy matrix with the cost of each option and an RTO check

Tools in this lecture

Files to download (2)

• Continuity strategy matrix workbook
• Continuity strategy payback calculator

Ready to use on the slides (9)

• Continuity strategy selection procedure
• Recovery resource interview questions
• Continuity resource requirements worksheet
• People recovery options matrix
• Premises recovery cost comparison
• Technology recovery tiers
• Disaster recovery server cost calculation
• Continuity strategy payback calculation
• Continuity strategy matrix

Models and methods explained (16)

• Before-during-after continuity strategy
• Hot, warm and cold recovery sites
• Cross-training
• Named deputy coverage
• Desk procedures
• Split teams
• Temporary staffing agreement
• Outsourcing
• Remote work recovery
• Alternate company site recovery
• Reciprocal recovery agreement
• Flexible office recovery
• Recovery seats
• Dual sourcing
• Buffer stock
• Standby supplier contract

• A plan that is opened in the first hour, not read once a year
• Eight sections of a continuity plan under ISO 22301
• Activation criteria and who declares a disruption
• The department team: roles and alternates, and a first-hour checklist
• Manual workarounds for critical processes, minimum resources and return to normal

Tools in this lecture

Files to download (2)

• Department continuity plan template
• Continuity activation and staffing calculator

Ready to use on the slides (13)

• Department continuity plan
• Continuity plan activation decision procedure
• Continuity activation decision point calculation
• Continuity plan activation message
• Department continuity team roles
• First-hour continuity checklist
• Five-line incident status update
• Manual workaround card
• Paper order form
• Backlog re-entry effort calculation
• Minimum recovery staffing calculation
• Continuity plan stand-down checklist
• Continuity plan stand-down message

• DR plan versus continuity plan: who owns what
• A critical systems list with dependencies and recovery tiers from the BIA
• The RTO gap: target recovery time versus tested recovery time
• Backup check: the 3-2-1 rule and a restore test
• A runbook for one critical system and 10 questions for IT and SaaS vendors

Tools in this lecture

Files to download (2)

• Disaster recovery runbook pack
• Disaster recovery register workbook

Ready to use on the slides (11)

• Critical systems DR register
• IT recovery dependency checklist
• IT recovery tier classification
• RTO gap and financial exposure calculation
• RPO gap data re-entry calculation
• DR readiness traffic-light scoring
• 3-2-1 backup rule
• Backup restore test procedure
• Restore test record
• IT disaster recovery runbook
• IT and SaaS recovery interview script

Models and methods explained (2)

• NIST disaster recovery phases
• Cloud shared responsibility model

• Four rules of the first hour
• A communication matrix for six audiences
• A call tree with three calls per person
• A holding statement in four sentences and a message bank for four phases
• Spokesperson answers to 10 hard questions, backup channels and a communication log

Tools in this lecture

Files to download (2)

• Call tree and communication matrix workbook
• Holding statement builder

Ready to use on the slides (22)

• Known-unknown-doing crisis update
• Crisis communication audience matrix
• Call tree notification procedure
• Call tree notification time calculation
• Crisis call tree phone script
• Call tree contact card
• Four-sentence holding statement
• Crisis spokesperson question and answer guide
• Public service status page
• Crisis communication log
• Customer outage website banner
• Employee incident holding message
• Customer incident holding statement
• Media incident holding statement
• Employee safety check message
• Employee work arrangements message
• Employee customer and media response script
• Customer incident update message
• Customer service restored message
• Supplier delivery hold message
• Three-line board incident update
• Employee all-clear message

Models and methods explained (1)

• Four first-hour crisis communication rules

• A supplier list built from BIA dependencies
• A criticality score in four questions, single sources and fourth parties
• A continuity questionnaire of 20 questions and a readiness score in three zones
• Five continuity clauses for supplier contracts
• Plan B for a critical supplier

Tools in this lecture

Files to download (2)

• Supplier continuity questionnaire pack
• Supplier continuity register and scoring workbook

Ready to use on the slides (11)

• Continuity supplier discovery procedure
• Supplier discovery interview script
• Supplier criticality scorecard
• Fourth-party dependency interview questions
• Supplier continuity questionnaire
• Supplier continuity readiness scorecard
• Supplier continuity register
• Supplier continuity contract clauses
• Supplier backup cost-benefit calculation
• Supplier continuity review schedule
• Supplier assessment coverage metric

Models and methods explained (4)

• Standby supplier contract
• Buffer stock
• Manual workaround
• Independent supplier data export

• Four types of continuity exercises and an annual exercise program for every plan
• A scenario taken from your own risk register
• A tabletop scenario template with timed injects and five roles at the table
• A two-hour tabletop run sheet
• An after-action report and a fix list

Tools in this lecture

Files to download (2)

• After-action report pack
• Tabletop exercise builder

Ready to use on the slides (13)

• Annual continuity exercise program
• Tabletop scenario header
• Tabletop inject card
• Blue-screen outage tabletop scenario
• Endpoint recovery effort calculation
• Tabletop exercise role matrix
• Two-hour tabletop run sheet
• Tabletop opening rules script
• Tabletop facilitator question list
• Exercise debrief question list
• After-action report
• Exercise objective evaluation scale
• Exercise improvement action record

Models and methods explained (4)

• Continuity plan walkthrough
• Tabletop exercise
• Functional exercise
• Full-scale exercise

• Eight program metrics with targets, calculated for one company
• A one-screen dashboard
• An ISO 22301 gap analysis across clauses 4–10 with a readiness score on a 0–3 scale
• A five-slide board report
• Answers to 10 board questions, including "Are we ready?"

Tools in this lecture

Files to download (2)

• ISO 22301 gap analysis workbook
• Business continuity readiness calculator

Ready to use on the slides (7)

• Business continuity program metrics
• Continuity KPI traffic-light thresholds
• Business continuity program dashboard
• ISO 22301 gap analysis scorecard
• Business continuity board report
• RTO gap and financial exposure calculation
• Business continuity board question and answer script

Models and methods explained (1)

• Business continuity management review

- Define the mandate around the decisions compliance must influence.

- Separate administrative support from functional oversight.

- Specify access rights, intervention thresholds and board contact.

- Draft reserved decisions and test the unresolved disagreement route.

Tools in this lecture

Files to download (1)

• Compliance Charter and Escalation Map

Ready to use on the slides (8)

• Compliance mandate design procedure
• CCO independence design procedure
• CCO authority and access procedure
• Compliance governance interface mapping procedure
• Compliance resource and incentive planning procedure
• Compliance charter stress-test procedure
• Compliance charter and escalation map
• Compliance artifact quality gate

Models and methods explained (1)

• Three Lines Model

- Map the operating risk universe before listing legal labels.

- Write risk statements with cause, uncertain event and consequence.

- Score likelihood, impact, control strength and residual exposure.

- Assign a response, owner, review date and action zone.

Tools in this lecture

Files to download (1)

• Compliance Risk Register

Ready to use on the slides (8)

• Compliance risk universe mapping procedure
• Cause-event-consequence risk statement
• Inherent exposure assessment procedure
• Risk matrix
• Compliance control evaluation procedure
• Compliance risk response prioritization procedure
• Compliance risk register
• Compliance artifact quality gate

Models and methods explained (1)

• Four Ts of risk treatment

- Start policy design with a real employee decision.

- Separate code, policy, standard, procedure and job aid.

- Control exceptions with approval, evidence and expiry.

- Build a policy map that exposes gaps, conflicts and overdue reviews.

Tools in this lecture

Files to download (1)

• Code and Policy Map

Ready to use on the slides (7)

• Decision-centered policy design procedure
• Policy hierarchy mapping procedure
• Plain-language policy writing procedure
• Policy exception control procedure
• Policy lifecycle governance procedure
• Code and policy map
• Compliance artifact quality gate

Models and methods explained (1)

• Policy hierarchy

- Identify exposure through purpose, geography, payments, access and ownership.

- Convert observable risk drivers into basic, enhanced or deep review.

- Carry review findings into approval conditions and operating controls.

- Define refresh dates and trigger events that reopen the decision.

Tools in this lecture

Files to download (1)

• Third-Party Due Diligence Playbook

Ready to use on the slides (9)

• Third-party exposure mapping procedure
• Third-party risk tiering
• Third-party preapproval investigation procedure
• Due diligence findings-to-controls procedure
• Third-party monitoring and refresh procedure
• Due diligence playbook construction procedure
• Third-party review depth matrix
• Third-party due diligence playbook
• Compliance artifact quality gate

- Test the reporter experience across every available speak-up channel.

- Apply consistent triage for urgency, severity, credibility and conflicts.

- Plan evidence, interviews, safeguards and decision rights.

- Connect findings to protection, remediation, verification and closure.

Tools in this lecture

Files to download (1)

• Speak-Up and Investigation Protocol

Ready to use on the slides (8)

• Speak-up channel trust assessment procedure
• Speak-up triage procedure
• Investigation planning procedure
• Investigation integrity protection procedure
• Investigation closure and remediation procedure
• Investigation protocol construction procedure
• Speak-up and investigation protocol
• Compliance artifact quality gate

Models and methods explained (1)

• Speak-up case lifecycle

- Diagnose the pressure and information around a risky decision.

- Set an observable behavior objective for each relevant audience.

- Design realistic decision practice and choose accessible channels.

- Measure completion, comprehension and behavior evidence separately.

Tools in this lecture

Files to download (1)

• Role-Based Compliance Training Plan

Ready to use on the slides (8)

• Behavior-based training needs analysis procedure
• Role-based training segmentation procedure
• Decision-practice scenario design procedure
• Compliance communication channel and timing procedure
• Training effectiveness measurement procedure
• Compliance training portfolio planning procedure
• Role-based compliance training plan
• Compliance artifact quality gate

Models and methods explained (1)

• Behavior-scenario-practice-feedback-evidence learning chain

- Write an assurance question that can change a decision.

- Define the population, sample logic and evidence needed for testing.

- Distinguish control design from operating effectiveness.

- Turn findings into owned actions, due dates and retest decisions.

Tools in this lecture

Files to download (1)

• Compliance Monitoring Plan

Ready to use on the slides (8)

• Compliance assurance question design procedure
• Compliance monitoring universe mapping procedure
• Compliance test method selection procedure
• Compliance sampling and evidence procedure
• Actionable compliance finding procedure
• Compliance monitoring plan construction procedure
• Compliance monitoring plan
• Compliance artifact quality gate

Models and methods explained (2)

• Compliance assurance method taxonomy
• Risk-control-population-sample-evidence test chain

- Begin each measure with a board oversight question.

- Define numerator, denominator, source, owner and limitation.

- Add a selected threshold, trend, interpretation and action zone.

- Present the decision or challenge required from the board.

Tools in this lecture

Files to download (1)

• Board Compliance Dashboard

Ready to use on the slides (8)

• Board oversight question mapping procedure
• Balanced compliance metric model design procedure
• Compliance metric dictionary procedure
• Compliance metric interpretation procedure
• Action-oriented board reporting procedure
• Board compliance dashboard construction procedure
• Board compliance dashboard
• Compliance artifact quality gate

Models and methods explained (1)

• Question-signal-meaning-decision board view

- Recognize when a material scenario requires coordinated activation.

- Protect people, evidence, systems and future decision options.

- Keep facts, unknowns, assumptions and confidence visibly separate.

- Document disclosure advice, communication, remediation and tabletop gaps.

Tools in this lecture

Files to download (1)

• Compliance Incident Response Playbook

Ready to use on the slides (9)

• Compliance incident activation procedure
• Incident stabilization and preservation procedure
• Incident fact verification procedure
• Incident disclosure decision procedure
• Incident communication and remediation procedure
• Compliance incident response clock
• Incident tabletop rehearsal procedure
• Compliance incident response playbook
• Compliance artifact quality gate

- Structure the first month around listening, evidence and diagnosis.

- Prioritize a limited portfolio for days 31 to 60.

- Deliver a complete operating loop during days 61 to 90.

- Establish weekly, monthly, quarterly and board review cadences.

Tools in this lecture

Files to download (1)

• 90-Day CCO Roadmap

Ready to use on the slides (8)

• CCO stakeholder listening procedure
• CCO compliance diagnosis procedure
• CCO improvement portfolio prioritization procedure
• CCO priority ownership alignment procedure
• CCO weekly execution procedure
• CCO operating cadence procedure
• 90-day CCO roadmap
• Compliance artifact quality gate

Tools in this lecture

Ready to use on the slides (1)

• A-player profile development

Models and methods explained (2)

• A/B/C player classification
• Role criticality and performance matrix

Tools in this lecture

Ready to use on the slides (11)

• A-player sourcing process
• Recruitment requisition
• Talent Acquisition Director job description
• Candidate outreach message
• Candidate sourcing strategy
• Recruiting leader prescreening questions
• Recruiting leader work sample assignment
• Recruiting leader selection stages
• Recruiter briefing checklist
• Facebook group sourcing process
• Facebook X-ray search queries

Services and apps shown in this lecture (1)

• Facebook

Tools in this lecture

Ready to use on the slides (8)

• Results orientation competency rubric
• Competency-based interview process
• CARE interview model
• Competency rating scale
• Work sample test preparation checklist
• Reference check interview
• Hiring committee submission checklist
• Candidate motivation interview

Models and methods explained (8)

• General mental ability testing
• Work sample assessment
• Competency-based interviewing
• Active listening techniques
• Group and panel interviewing
• Stress interviewing
• Role-play assessment
• Employee value proposition (EVP)

Tools in this lecture

Ready to use on the slides (3)

• Job offer content checklist
• New employee induction checklist
• Employee onboarding checklist

Tools in this lecture

Ready to use on the slides (2)

• Team formation questions
• Team formation and management process

Models and methods explained (3)

• GRPI model
• Tuckman's team development model
• Belbin team roles

Tools in this lecture

Ready to use on the slides (3)

• Personal histories team exercise
• Team effectiveness feedback exercise
• Five dysfunctions team assessment

Models and methods explained (2)

• Five dysfunctions of a team
• Two-pizza team rule

Tools in this lecture

Ready to use on the slides (1)

• Employee interest map

Models and methods explained (1)

• PAEI model

Tools in this lecture

Ready to use on the slides (8)

• ABCDE employee assessment rubric
• Performance improvement plan (PIP)
• Employee termination process
• Termination preparation checklist
• Termination conversation checklist
• Employee offboarding checklist
• Exit interview questions
• Role mismatch termination message

Tools in this lecture

Ready to use on the slides (2)

• D2 employee coaching questions
• Employee development level diagnostic questions

Models and methods explained (1)

• Situational leadership model

Tools in this lecture

Ready to use on the slides (5)

• Leadership style flexibility index
• Leadership style effectiveness index
• Employee leadership agreement process
• Employee demotivation warning signs checklist
• Employee motivation recovery process

Models and methods explained (2)

• Performance management cycle
• Situational leadership model

Tools in this lecture

Ready to use on the slides (1)

• Talent identification criteria

Services and apps shown in this lecture (3)

• CliftonStrengths
• VIA Character Strengths Survey
• HIGH5

Models and methods explained (2)

• Gallup five managerial talents
• CliftonStrengths domains

Tools in this lecture

Ready to use on the slides (6)

• Culture description structure
• Corporate culture development process
• Corporate culture discovery questions
• Corporate culture implementation process
• Values-based bonus calculation
• Values alignment assessment

Models and methods explained (1)

• Employee value proposition (EVP)

Tools in this lecture

Ready to use on the slides (2)

• Market-based salary range calculation
• Median salary calculation

Models and methods explained (5)

• Herzberg's two-factor theory
• Salary payment models
• Career level framework
• Compa-ratio
• Employee value proposition (EVP)

Tools in this lecture

Ready to use on the slides (3)

• Role-based bonus ratio table
• Employee bonus system design
• Bonus payout period calculation

Models and methods explained (1)

• Bartle player taxonomy

Tools in this lecture

Ready to use on the slides (10)

• Sales compensation discovery checklist
• Sales bonus program content checklist
• Sales pay mix selection table
• Sales bonus leverage table
• Sales performance measure selection criteria
• Sales commission calculation
• Sales bonus calculation methods
• Accounts receivable bonus multiplier
• Sales base salary decision tree
• Sales stretch-goal incentive design

Models and methods explained (4)

• McClelland's needs theory
• Reinforcement theory
• Expectancy theory
• Sales bonus allocation models

Tools in this lecture

Ready to use on the slides (3)

• Cafeteria benefits plan
• Employee benefits audit checklist
• Benefits business justification template

Models and methods explained (2)

• Employee value proposition (EVP)
• Benefits preference assessment

Tools in this lecture

Ready to use on the slides (3)

• Intrinsic motivation goal-setting process
• Monetary reward decision tree
• Total motivation index

Services and apps shown in this lecture (1)

• Google Sheets

Models and methods explained (3)

• Motivation 3.0
• Employee value proposition (EVP)
• Total motivation model

Tools in this lecture

Ready to use on the slides (6)

• Employee retention metrics
• Exit interview questions
• Competing job offer response process
• Pay raise negotiation process
• Burnout self-assessment
• Career fit self-assessment

Models and methods explained (4)

• Employee value proposition (EVP)
• Burnout prevention model
• Career fit model
• Personal energy balance model

Tools in this lecture

Ready to use on the slides (2)

• Gallup Q12
• Toxic colleague warning signs checklist

Models and methods explained (4)

• Three dimensions of employee engagement
• Social exchange theory
• Engagement and wellbeing matrix
• Engagement maturity model

Tools in this lecture

Ready to use on the slides (2)

• Effective feedback checklist
• Feedback quality follow-up questions

Models and methods explained (1)

• Radical Candor

Tools in this lecture

Ready to use on the slides (4)

• Google Project Oxygen manager behaviors
• Gallup Q12
• Growth mindset assessment
• Career ambition questionnaire

Models and methods explained (3)

• Google Project Aristotle team effectiveness framework
• Role criticality and performance matrix
• Employee potential framework

Tools in this lecture

Ready to use on the slides (3)

• Career fit self-assessment
• Talent discovery questions
• Strengths and weaknesses identification checklist

Models and methods explained (2)

• Career fit model
• CliftonStrengths domains

Tools in this lecture

Ready to use on the slides (5)

• Google Project Oxygen manager behaviors
• Results orientation competency rubric
• Learning coaching questions
• Individual development plan (IDP)
• Team development process

Models and methods explained (5)

• Competency iceberg model
• Levels of learning
• Intentional change theory
• Kolb's learning cycle
• Four-level training evaluation model

Tools in this lecture

Ready to use on the slides (4)

• Succession risk matrix
• Succession planning process
• Succession bench register
• Successor employee profile

Services and apps shown in this lecture (1)

• Donut

Models and methods explained (2)

• Nine-box grid
• Cross-training

Tools in this lecture

Ready to use on the slides (2)

• SWOT analysis
• Strategy planning template

Models and methods explained (3)

• Five levels of strategy
• Rumelt's strategy kernel
• PESTEL analysis

Tools in this lecture

Ready to use on the slides (3)

• OKR
• OKR meeting agenda
• V2MOM

Models and methods explained (4)

• Four disciplines of execution (4DX)
• Management by objectives (MBO)
• Key performance indicators (KPI)
• Spotify Rhythm

Tools in this lecture

Ready to use on the slides (12)

• Micromanagement self-assessment
• Leadership style assessment table
• Weekly progress report
• Scoreboard design checklist
• OKR cycle calendar
• OKR scoring
• OKR review preparation process
• OKR review discussion questions
• OKR review quality checklist
• Employee performance review feedback survey
• OKR retrospective questions
• All-hands OKR results agenda

Models and methods explained (1)

• Six levels of delegation

Tools in this lecture

Ready to use on the slides (1)

• Monkey management

Models and methods explained (2)

• Manager time allocation framework
• Five levels of employee initiative

Tools in this lecture

Ready to use on the slides (7)

• Employee difficulty warning signs checklist
• One-on-one meeting frequency planner
• One-on-one meeting agenda
• One-on-one achievements questions
• One-on-one planning questions
• SBR feedback model
• One-on-one relationship questions

Models and methods explained (1)

• Rapport building

Tools in this lecture

Ready to use on the slides (8)

• Coaching readiness assessment
• Wheel of life
• Coaching discovery questions
• First coaching session script
• GROW model
• Coaching intake questionnaire
• 100 managerial skills self-assessment
• Coach listening self-assessment

Tools in this lecture

Ready to use on the slides (6)

• Meeting cost calculation
• Meeting participation screening questions
• Weekly team meeting agenda
• Daily stand-up questions
• Meeting invitation template
• Meeting follow-up template

Models and methods explained (3)

• Organizational meeting cadence
• Social styles model
• Meeting role framework

Tools in this lecture

Ready to use on the slides (13)

• Angry employee conversation process
• Anxious employee coaching questions
• Excessive apology interruption script
• Generalization challenge questions
• Blame redirection script
• Overlong conversation interruption scripts
• Change resistance conversation script
• Competitive employee challenge scripts
• Confused employee clarification questions
• Difficult colleague needs negotiation
• Insincere colleague clarification script
• Last-minute worker deadline script
• Missed deadline coaching process

Tools in this lecture

Ready to use on the slides (1)

• Product owner selection questions

Models and methods explained (3)

• Agile
• Scrum
• Total product concept

Tools in this lecture

Ready to use on the slides (2)

• Product backlog management
• User story

Services and apps shown in this lecture (1)

• Trello

Models and methods explained (3)

• Dot voting
• 100-dollar voting
• Story point estimation

Tools in this lecture

Ready to use on the slides (4)

• Change resistance response matrix
• Change communication planning process
• Change situation analysis questions
• Change audience analysis questions

Models and methods explained (3)

• Float theory of change support
• Kotter's 8 accelerators of change
• Rider-elephant-path model

Tools in this lecture

Ready to use on the slides (5)

• Sprint review acceptance process
• Sprint review stakeholder questions
• Meeting attendance checklist
• Plan attainment ratio
• Internal consulting problem-solving process

Models and methods explained (2)

• Scrum sprint cycle
• Sprint retrospective

Tools in this lecture

Ready to use on the slides (4)

• People management competency levels
• Google Project Oxygen manager behaviors
• Manager and HR responsibility matrix
• Google manager feedback survey

Tools in this lecture

Ready to use on the slides (5)

• SWOT analysis
• Five-step organizational design process
• Organizational design driver assessment questions
• Organizational design option selection checklist
• Leadership structure design questions

Models and methods explained (9)

• Bureaucratic organization
• Divisional organization
• Matrix organization
• Network organization
• Virtual organization
• Six drivers of organizational design
• Functional organization
• Geographic organization
• Customer-based organization

Tools in this lecture

Ready to use on the slides (3)

• RACI matrix
• Business process description procedure
• SIPOC

Models and methods explained (1)

• Event-driven process chain

Tools in this lecture

Ready to use on the slides (8)

• STEEPLE analysis
• Environmental analysis procedure
• SWOT analysis
• PRIMO-F analysis
• Opportunity assessment matrix
• Risk probability-impact matrix
• TOWS matrix
• Stakeholder power-interest matrix

Models and methods explained (7)

• Environmental scanning model
• E-V-R congruence model
• Scientific management
• Human relations theory
• Contingency theory
• Complexity theory
• Total quality management

Tools in this lecture

Ready to use on the slides (4)

• Nonviolent communication
• Empathic listening question bank
• Fifteen elements of a successful meeting
• Guerrilla facilitation scripts

Models and methods explained (1)

• Rapport building

Tools in this lecture

Ready to use on the slides (2)

• Organizational transparency questions
• Communication behavior rating rubric

Models and methods explained (1)

• Radical Candor

Tools in this lecture

Ready to use on the slides (3)

• Conflict-free behavior checklist
• Conflict diagnosis and formulation procedure
• Compliment scripts

Models and methods explained (4)

• Conflictogen escalation model
• Conflict situation-incident model
• Covert influence
• Preemptive compliments

Tools in this lecture

Ready to use on the slides (2)

• Negotiation style self-assessment
• Conditional concession scripts

Tools in this lecture

Ready to use on the slides (3)

• SWOT analysis
• PESTEL analysis
• Remote work readiness checklist

Models and methods explained (1)

• Distributed work maturity model

Tools in this lecture

Ready to use on the slides (4)

• Remote work policy checklist
• Employee handover checklist
• Progress-Plans-Problems report
• Remote one-on-one meeting agenda

Tools in this lecture

Ready to use on the slides (6)

• Remote work management checklist
• Remote work competency interview scorecard
• OKR cycle
• eNPS interpretation scale
• Remote work security checklist
• Risk probability-impact matrix

Services and apps shown in this lecture (3)

• Bonusly
• Slack
• 15Five

Models and methods explained (1)

• Employee recognition framework

Tools in this lecture

Services and apps shown in this lecture (14)

• Slack
• Microsoft Teams
• Asana
• Jira
• Microsoft OneDrive
• Miro
• Notion
• Microsoft SharePoint
• Microsoft Viva Engage
• Docusign
• Donut
• Geekbot
• Zapier
• IFTTT