Reference Documents by Business Topic

This compiled list of reference documents has been republished from the Flevy blog here.  Please bookmark the original article, as that is updated on a weekly basis.

These documents below are mostly consulting methodologies developed for and by consulting firms.

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

 

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

 

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 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

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

 

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

 

FINANCIAL ANALYSIS / FINANCIAL MODELING

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

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

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

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

 

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

 

LEAN METHODOLOGIES

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

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

 

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

 

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-1720

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

 

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

 

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

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

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

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

 

 

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

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

 

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

 

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

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

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

 

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 DEVELOPMENT (SEE ALSO: GROWTH STRATEGY)

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

 

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

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

 

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

 

VALUATION

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

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

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

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

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

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

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

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

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

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

 

VALUE CHAIN

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

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

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

 

WORKPLACE PRODUCTIVITY (SEE: 5S)

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