Resources for Business Owners

Links & Websites

EOS® Worldwide — Traction®/EOS® overview and resources.

Gazelles — Sign up for Verne Harnish’s “Weekly Insights,” download editable copies of the “One-Page Strategic Plan,” and access “Growth Guy” articles on over 75 topics.

Inc. Magazine (for entrepreneurs) — Practical advice from successful entrepreneurs, plus the Inc. 5000 survey of the fastest growing firms in the US.

Rhythm Systems — Software system for focus, alignment, and accountability.  Can be utilized with any of the management systems or on its own.

Manufacturers Alliance — Excellent training resources for manufacturing firms, across all disciplines and departments.

Marshall Goldsmith’s website — Rich collection of free resources for individuals, teams, and coaches from this eminent coach.  Expand your sense of what is possible.

The Table Group (Patrick Lencioni) — Resources on leadership and management, with a direct and pragmatic approach.

Downloadable Resources

Management and Business Operating Systems

Management and business operating systems are great for some issues, and NOT for others.

Optimizing for any Management System

 This simple questionnaire should take less than 15 minutes to complete.

Stakeholder Centered Coaching

This document provides and introduction to and overview of Stakeholder Centered Coaching.

20 Minute 1on1 Meeting Worksheet

An straightforward template for effective, efficient 1on1 meetings. Created by Mark Capaldini.

20 Minute Networking Meeting Checklist

Based on the book "The 20-Minute Networking Meeting" by Marcia Ballinger, with Nathan Perez. Checklist created by Mark Capaldini.


The Advantage by Patrick Lencioni.
Synthesis of key concepts from several prior books, with focus on the critical importance of “organizational health,” which he asserts is also more important than strategy.

The Automatic Customer by John Warrillow.
The emerging subscription economy offers huge opportunities for companies that can turn customers into subscribers.  Presents 9 different subscription models, across all industry sectors.

Built To Sell: Creating a Business That Can Thrive Without You by John Warrillow.
Illuminates the qualities that business buyers seek in a company.  Those are the same ones that anable a business to thrive, with lower CEO stress.  Warrrilow shows exactly what it takes.

Execution by Larry Bossidy and Ram Charan.
Focuses on the discipline of execution, which is often more important than strategy.

Get a Grip by Gino Wickman and Mike Paton.
Illustrates the use of EOS® in a narrative about a specific imaginary company.

Good to Great by Jim Collins.
Collins articulated key concepts for focus and growth that were cited by Wickman in Traction.

How to be a Great Boss by Gino Wickman and René Boer.
Illustrates the use of EOS® tools by any manager.

The Ideal Team Player by Patrick Lencioni.
Defines three behavioral characteristics for senior leaders – humble, hungry, and people smart.

Mastering the Rockefeller Habits by Verne Harnish.
Harnish is credited by Wickman for inspiring the creation of EOS®.

Rhythm by Patrick Thean.
Introduces concepts embedded in the software platform by the same name — emphasis on focus, alignment, accountability.

Rocket Fuel by Gino Wickman and Mark C. Winters.
Explains distinctions between “Visionary” and “Integrator” in EOS®. Also why the right pair will accelerate a company.

Scaling Up by Verne Harnish and the team at Gazelles.
Update and expansion of tools from Rockefeller Habits published 12 years later (2014). More on strategy and 4 Critical Decisions.

Subscription Marketing by Anne Janzer.
Introduces the concept of “value nurturing” for optimizing subscription revenues over the life of a customer.  Also provides practical advice for how to implement value nurturing in ongoing marketing activities.

Traction by Gino Wickman.
Introduces the Entrepreneurial Operating System® also known as EOS®. Start here with your reading about EOS®.  Then read any of the others in whatever sequence you prefer.

Triggers: Creating Behaviors that Last by Marshall Goldsmith
Practical advice on overcoming “triggers” that result in unproductive thoughts and actions. Focus on six “engaging questions” and tracking of daily efforts.

What Got You Here Won’t Get You There: How Successful Leaders Become Even More Successful by Marshall Goldsmith
Just as technical skills need to evolve during career advancement, so do leadership skills. In fact, they become more important than subject matter expertise. Includes excellent list of “20 Bad Habits” that are career-limiting at senior executive level. Includes concepts that underpin Marshall’s “Stakeholder Centered Coaching” process.

What the Heck is EOS®? by Gino Wickman.
A complete guide for employees in companies running EOS.

Six Questions You Need To Ask Yourself Everyday – Dr. Marshall Goldsmith
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Marshall Goldsmith on Learning About the Daily Questions Process
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