Recommended Documents by

Business Topic

Contributed by David Tang on March 31, 2014 in Corporate Communications , Corporate Finance , Flevy News , General , Information

Technology , Management & Leadership , Operations & Supply Chain , Organization, Change, & HR , Outsourcing , PowerPoint

Templates , Risk , Strategy, Marketing, & Sales

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 .

* * * *

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

Be sure to also check out Flevy’s Business Toolkits . Each toolkit is comprised of multiple documents that, when

used together, provide a comprehensive and holistic framework for a project or business activity (e.g. Pricing

Strategy, Focus Interviews).

5S

5S for the Office

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

5S Visual Workplace

http://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

http://flevy.com/browse/business-document/5s-and-visual-controls-for-workplace-

organization-1023

5S Evaluation Matrix

http://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

http://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

http://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

http://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: http://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

http://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

http://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

http://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

http://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

http://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:

http://flevy.com/powerpoint-toolkit

http://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

http://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

http://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

http://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

http://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

http://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:

http://flevy.com/seller/oec

http://flevy.com/seller/lancelatham

http://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

http://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

http://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

http://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

http://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

http://flevy.com/browse/business-document/opex-strategy-planning-and-deployment-

training-module-597

Business Strategy Execution

http://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

http://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

http://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)

About David Tang

David Tang is an entrepreneur and management consultant. His current focus is Flevy , the marketplace

for premium business documents (e.g. business frameworks , presentation templates , financial models ).

Prior to Flevy, David worked as a management consultant for 8 years. His consulting experience spans

corporate strategy, marketing, operations, change management, and IT; both domestic and international

(EMEA + APAC). Industries served include Media & Entertainment, Telecommunications, Consumer

Products/Retail, High-Tech, Life Sciences, and Business Services. You can connect with David here on

LinkedIn .

Flevy (www.flevy.com) is the marketplace for premium documents. These documents can range from Business Frameworks to Financial Models to PowerPoint Templates. Flevy was founded under the principle that companies waste a lot of time and money recreating the same foundational businessdocuments. Our vision is for Flevy to become a comprehensive knowledge base of business documents. All rganizations, from startups to large enterprises, can use Flevy— whether it's to jumpstart projects, to find reference or comparison materials, or just to learn.

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