CEO Course: Chief Executive Officer Training, 400+ Tools

• Crafting high-performance teams and leadership culture

• Integrating values and behavior into daily operations

• Designing and implementing a modern code of conduct

Tools in this lecture

Ready to use on the slides (13)

• Gallup Q12
• Corporate culture authenticity checklist
• Eight-step culture management model
• Corporate culture development procedure
• Corporate culture description worksheet
• Corporate culture questionnaire
• Desired behavior discovery questions
• Culture integration procedure
• New employee culture integration checklist
• Culture-based bonus calculation
• Culture principles workshop
• Corporate values assessment
• Employee handbook

Models and methods explained (3)

• Total Rewards model
• Mission-vision-values strategy alignment
• Culture-based salary positioning

• Innovation strategy for CEOs

• Managing a product portfolio

• Selecting and leading innovation initiatives

Tools in this lecture

Ready to use on the slides (8)

• Delphi method
• Nominal group technique
• Crowdsourced forecast aggregation
• Business case outline
• Project charter
• Communication platform selection checklist
• Teamwork platform selection checklist
• Employee feedback interview

Models and methods explained (3)

• Three horizons of innovation
• Stage-gate project selection
• Employee suggestion box

• Building a revenue-driving marketing and sales system

• Optimizing channels and performance tracking

• Aligning growth with strategic business goals

Tools in this lecture

Ready to use on the slides (1)

• Market segment selection checklist

Models and methods explained (2)

• Customer segmentation
• Brand essence

• Financial planning and risk management for CEOs

• Key budgeting frameworks and performance metrics

• Driving financial health and capital allocation

Tools in this lecture

Ready to use on the slides (4)

• Quarterly financial plan
• Inventory planning checklist
• Cash conversion cycle
• Daily cash flow report outline

Models and methods explained (5)

• Zero-based budgeting
• OPEX-CAPEX framework
• Scenario modeling
• Financial hedging
• Power of One seven financial levers

• Decision-making models for high-stakes environments

• Scenario planning and managing uncertainty

• Rapid response tools and team alignment in crisis

Tools in this lecture

Ready to use on the slides (7)

• Weighted decision matrix
• Delphi method
• Crisis communication plan
• Crisis simulation procedure
• 4T risk response model
• Risk assessment register
• HR strategy audit checklist

Models and methods explained (5)

• Six thinking hats
• Systems thinking
• Business continuity planning
• Fraud triangle
• Three lines of defense

• Change leadership tools for CEOs

• Managing resistance and employee involvement

• Execution and accountability for transformation projects

Tools in this lecture

Ready to use on the slides (4)

• Change resistance response matrix
• Kotter eight accelerators
• ADKAR
• Gallup Change Management Index

Models and methods explained (4)

• Rider-Elephant-Path model
• See-Feel-Change model
• SWOT analysis
• Benchmarking

• Integrating AI into business operations

• Evaluating digital tools and trends

• Building a technology roadmap for the CEO

Tools in this lecture

Ready to use on the slides (4)

• AI solution adoption procedure
• Technology trend impact worksheet
• Foresight
• Digital maturity assessment

Models and methods explained (2)

• Benchmarking
• Employee suggestion box

• Defining roles and shared responsibilities

• Strategic-operational alignment with your COO

• Enhancing communication and leadership synergy

Tools in this lecture

Ready to use on the slides (1)

• Rockefeller Habits checklist

Models and methods explained (2)

• EY COO competency framework
• COO archetypes

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

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

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

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 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

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

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

Models and methods explained (1)

• Employee recognition framework

Tools in this lecture

Services and apps shown in this lecture (15)

• Slack
• Microsoft Teams
• Asana
• Jira
• Microsoft OneDrive
• Miro
• draw.io
• Notion
• Microsoft SharePoint
• Microsoft Viva Engage (formerly Yammer)
• Docusign
• Donut
• Geekbot
• Zapier
• IFTTT

• 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
• CSO first ninety-day plan

Ready to use on the slides (7)

• CSO listening document checklist
• CEO strategy interview questions
• Front-line strategy interview questions
• Strategy draft review procedure
• CSO first ninety-day plan
• Day ninety CEO pack checklist
• First-week strategy listening interviews

Models and methods explained (1)

• CSO adviser-referee-builder model

• 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 analysis
• Strategic diagnosis one-pager

Ready to use on the slides (7)

• Profit pool analysis
• Growth decomposition
• Segment unit economics
• Strategic diagnosis metrics
• Rule of 40
• Strategic diagnosis one-pager
• CEO five-number 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)

• Market research prompt pack
• Market evidence pack

Ready to use on the slides (9)

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

• 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
• Strategic option worksheet

Ready to use on the slides (7)

• Guiding policy statement template
• Five-step strategic choice procedure
• Empty strategy diagnostic checklist
• Strategy on one page
• Strategic do-not list
• Strategic refusal message bank
• Three strategy 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
• Initiative gate card

Ready to use on the slides (7)

• Initiative inventory
• Weighted initiative scoring model
• Initiative true cost calculation
• Budget reallocation rate
• Initiative stage-gate procedure
• Initiative portfolio
• Portfolio budget briefing metrics

• 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)

• Strategy cascade workshop kit
• Strategy cascade map

Ready to use on the slides (6)

• Strategic move-to-goals template
• Strategy cascade workshop
• Goal owner reporting checklist
• Leading-lagging measure pair
• Strategy cascade map
• Broken cascade diagnostic checklist

Models and methods explained (2)

• Three-level strategy cascade
• Leading and lagging indicators

• 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 workbook
• Quarterly strategy review run sheet

Ready to use on the slides (8)

• Strategy review calendar
• Quarterly strategy review agenda
• Strategy review checklist
• Strategy dashboard
• Strategy review room rules
• Strategy review facilitation scripts
• Decision log
• Strategy office weekly 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)

• Five-slide strategy board pack
• Board strategy question bank
• Board strategy answer bank
• Twenty-minute board strategy presentation script
• Company strategy announcement
• Team strategy impact message bank

• 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

Tools in this lecture

Ready to use on the slides (4)

• Strategic plan questions
• Strategic plan structure
• Five-step strategic planning process
• SWOT analysis

Models and methods explained (1)

• Three-stage strategic planning model

Tools in this lecture

Ready to use on the slides (6)

• CEO strategic planning announcement letter
• Strategic planning project plan
• Strategic planning team selection criteria
• Strategic planning team structure
• Core planning team kickoff agenda
• Strategic planning committee kickoff agenda

Tools in this lecture

Ready to use on the slides (14)

• Five-step strategic planning process
• Strategic planning project plan
• Mission statement checklist
• Vision development questions
• Vision statement checklist
• Mission vision and values review questions
• Power-interest matrix
• Stakeholder analysis matrix
• Stakeholder survey procedure
• CEO stakeholder survey invitation
• Organizational culture assessment questions
• SWOT analysis
• PESTEL analysis
• Strategic gap analysis

Models and methods explained (5)

• Internal environment scanning model
• Functional organizational structure
• Matrix organizational structure
• Composite organizational structure
• Stakeholder analysis

Tools in this lecture

Ready to use on the slides (16)

• Five-step strategic planning process
• Strategic planning project plan
• Power-interest matrix
• Strategic session preparation timeline
• Two-day strategic session facilitation plan
• Key strategic questions
• Strategic session preparation questions
• Three-stage brainstorming process
• Strategic session venue checklist
• CEO strategic session invitation letter
• Strategic session handout checklist
• Mission statement checklist
• SWOT analysis
• Balanced Scorecard
• Strategic alignment table
• CARVER matrix

Models and methods explained (1)

• Strategic goal cascade

Tools in this lecture

Ready to use on the slides (7)

• Five-step strategic planning process
• Strategic planning project plan
• Strategic plan structure
• Strategic plan review checklist
• Strategic plan approval procedure
• Strategy implementation team structure
• Strategy implementation plan

Models and methods explained (1)

• Strategic goal cascade

Tools in this lecture

Ready to use on the slides (6)

• Five-step strategic planning process
• Strategic planning project plan
• Performance metric quality checklist
• OKR
• Weekly OKR meeting agenda
• Performance improvement procedure

Models and methods explained (1)

• Management by objectives

Tools in this lecture

Ready to use on the slides (1)

• Scrum

Models and methods explained (2)

• Waterfall
• Agile

Tools in this lecture

Models and methods explained (1)

• Business model canvas

Tools in this lecture

Ready to use on the slides (1)

• Structured analysis and design technique (SADT)

Models and methods explained (3)

• Computer-aided software engineering (CASE)
• Business process model and notation (BPMN)
• Business engineering

Tools in this lecture

Ready to use on the slides (1)

• Strategy map

Models and methods explained (2)

• Business strategy hierarchy
• Business development roadmap

Tools in this lecture

Models and methods explained (1)

• Business process management (BPM)

Tools in this lecture

Ready to use on the slides (2)

• Objectives and key results (OKR)
• Strategic planning procedure

Models and methods explained (3)

• Management by objectives (MBO)
• SMART goals
• See-reward-fuel performance management

Tools in this lecture

Models and methods explained (1)

• Business strategy hierarchy

Tools in this lecture

Ready to use on the slides (1)

• IT outsourcing financial responsibility structure

Models and methods explained (4)

• Responsibility accounting
• Budgeting process
• Rolling budget
• Financial planning and budgeting framework

Tools in this lecture

Ready to use on the slides (2)

• KPI quality checklist
• Financial KPI formulas

Models and methods explained (1)

• Balanced scorecard

Tools in this lecture

Ready to use on the slides (1)

• Purpose-process-people lean assessment

Models and methods explained (3)

• Lean Six Sigma
• Lean management
• Six Sigma

Tools in this lecture

Ready to use on the slides (1)

• Operational cash flow forecasting procedure

Models and methods explained (2)

• Cash conversion cycle (CCC)
• Accrual accounting

Tools in this lecture

Services and apps shown in this lecture (1)

• Yahoo Finance

Models and methods explained (1)

• Financial management system framework

Tools in this lecture

Ready to use on the slides (1)

• Gallup Q12 questionnaire

Models and methods explained (2)

• OKR
• Management by objectives

Tools in this lecture

Ready to use on the slides (5)

• Four disciplines of execution
• Scoreboard design checklist
• OKR meeting agenda
• OKR planning cycle
• OKR quality checklist

Models and methods explained (1)

• Committed and aspirational OKRs

Tools in this lecture

Ready to use on the slides (6)

• Shared future alignment procedure
• OKR leadership buy-in questions
• Kotter eight-step change model
• OKR elevator pitch
• OKR readiness questionnaire
• Bottom-up OKR alignment

Models and methods explained (1)

• Three laws of performance

Tools in this lecture

Ready to use on the slides (5)

• OKR meeting agenda
• Employee warning-sign checklist
• One-on-one meeting script
• GROW model
• OKR update checklist

Models and methods explained (3)

• CFR
• Progress plans problems
• Rapport building

Tools in this lecture

Ready to use on the slides (7)

• OKR planning cycle
• OKR scoring formula
• OKR review meeting procedure
• OKR review quality checklist
• Performance appraisal feedback questionnaire
• OKR retrospective questions
• OKR all-hands agenda

Tools in this lecture

Ready to use on the slides (1)

• Kotter eight-step change model

Models and methods explained (1)

• V2MOM

Tools in this lecture

Services and apps shown in this lecture (10)

• PeopleForce
• Peoplelogic Impact (formerly Plai)
• Lattice
• OKR in Jira (formerly OKR Board for Jira)
• Jira
• Perdoo
• 15Five
• Paycor Talent Development (formerly 7Geese)
• Sage HR
• Sage People

Tools in this lecture

Ready to use on the slides (10)

• Five-point performance rating scale
• Performance and behavior matrix
• Performance review narrative
• Individual development plan
• Manager development planning questions
• Employee development planning questions
• 360-degree feedback
• Target bonus by grade table
• Bonus calculation formula
• Salary increase matrix

Models and methods explained (2)

• Performance review
• Nine-box grid