Tools

These resources were created by Verne Harnish and Gazelles, Inc. Based on Scaling Up and Mastering the Rockefeller Habits books, these documents, forms, and worksheets can be downloaded and edited.

One-Page Strategic Plan Worksheet (OPSP)

The primary planning framework behind Scaling Up and Gazelles, this comprehensive planning document helps you solidify the most important business strategies and tactics.

7 Strata of Strategy Worksheet

A pure strategy document, these are the seven most critical things an organization must master to grow and/or maintain market leadership.

Functional Accountability Chart (FACe)

Identify ownership gaps/overlap for each role on the leadership team, assign leading indicators and expected results/outcomes by position.

Process Accountability Chart (PACe)

Identify ownership gaps/overlap for your company’s most important processes, assign key performance indicators for processes (better, faster, cheaper)..

Rockefeller Habits ChecklistTM

This simple checklist helps you track how well your business is living the behaviors, strategies, and processes that drive growth.

The Power of One Worksheet

This powerful tool helps you understand how a change as small as 1% (or one day) to seven key drivers of cash flow can dramatically improve profitability.

Cash Acceleration Strategies (CASh)

Brainstorm the most effective ways to improve your cash conversion cycle (CCC). The CCC includes the sales cycle, the make/production and inventory cycle, the delivery cycle, and the billing and payment cycle.

Strengths, Weaknesses, Trends Worksheet (SWT)

Help your strategic planning by listing market, industry, social, etc. trends, company strengths responsible for your success, and weaknesses you are unlikely to overcome.

Who–What –When Form (WWW)

A straightforward way to ensure follow up, this tool helps you simply assign responsibility for key items after every meeting.

Vision Summary Form

A subset of the one-page strategic plan, this summarizes your company vision, strategic priorities, due dates, and key performance indicators.

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