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The Expert Toolkit Catalog

Titles Available in our Premium Member Library (Membership Required)

Learning Guides

Use our how-to guides to learn a new method, skill or technique fast. These are the skills used by the best management consultants, business analysts and strategic advisors, condensed into a form that make them easy to learn and easy to apply. Every learning guide is accessible with a premium membership. Certain learning guides can also be accessed by purchasing the appropriate book. Our Book Guide can help you find the book with the learning guides best suited to your needs.

Guide Description
A Guide to Providing Constructive Feedback Learn how to master the skills and behaviors necessary to give and receive feedback constructively.
Building a Successful Transformation Program Improve your transformation program's chances of success by leveraging the experience, lessons and techniques of transformation specialists.
Business Transformation Framework A proven, step-by-step framework for defining, guiding and governing any business transformation program.
Crash Course in Stakeholder Management Learn how to get your critical stakeholders on board with your program - its critical importance to program success cannot be overstated.
Stakeholder Management Learn how to get your critical stakeholders on board with your program - its critical importance to program success cannot be overstated.
Crash Course in Voice of the Customer Get to the heart of your customers' critical requirements with a crash course in the Voice of the Customer method.
Creating an Effective Communications Strategy Learn how to create an effective business transformation communications strategy and plan with this Expert Toolkit Guide.
Customer Requirements Engineering Want to build products that your customers love? You need to know how to engineer effective customer requirements - this Expert Toolkit Guide will show you how.
Essentials of Operating Model Design Operating Models are a powerful tool for describing complex business operating constructs. Learn how to develop one for your business situation.
Essentials of Porter's Five Forces Analysis Assess the forces impacting your industry and company in order to develop an optimal strategy. This guide will teach you how to use Porter's Five Forces to do so.
Essentials of SIPOC Modelling Get your processes delivering maximum customer value! This Expert Guide will provide you with the information you need to apply the SIPOC approach.
Fundamentals of Post-Merger Integration This Expert Tool will provide you with an overview of the key components and principles necessary for post merger integration to be successful.
Guide to Business Scenario Planning Learn the skills and methods to plan for any scenario in any market for any business. As used by the best strategy consultants.
Guide to Effective Organization Design The team at Expert Toolkit have concisely summarized just about everything you'll need to know to design any organization based on practical experience.
Guide to Hypotheses-based Analysis Hypotheses-based analysis is used by the top consulting Firms and known for its efficiency, accuracy and effectiveness - put the skill in your armory today.
Guide to Productivity Benefits Cases Get this Expert Toolkit Guide and learn how to develop a robust benefits case to support your business process or productivity improvement initiative.
Guide to Successful Resource Planning Learn how to perform resource planning successfully. This guide will teach you a proven six step resource planning process that will help you maximize your human capital.
Guide to the Accelerated SWOT Method Use our Accelerated SWOT Method to get a clear set of strategic imperatives that the leadership team can understand and buy into. A powerful skill you should know.
Guide to Visual Management Learn how to dramatically improve Operational Performance and get better team engagement and productivity with Expert Toolkit's Guide to Visual Management.
How to be a Great Facilitator Learn the art of facilitation & harness the power of groups to set strategy and solve problems. If you want to make a greater impact become a great facilitator.
How to Build Great PowerPoint Decks The team at Expert Toolkit have concisely summarized all you need to know about writing great PowerPoint decks - an key skill for effective communication & stakeholder buy-in.
How to create a Balanced Scorecard This Expert Guide provides you all you need to design and implement a balanced scorecard to lift business and operational performance where it matters most.
How to create a Data Collection Plan Our guide to Data Collection Planning provides all you need to create a robust data collection plan to help you get to the source of business problems quickly.
How to do Brown Paper Process Mapping A powerful approach to understanding and improving operational processes! This Expert Tool give you what you need to start using brown paper process mapping.
How to run Effective Business Meetings Run effective, outcome-focused meetings like the best. Lead by example and show others what a good meeting looks like.
How to use Affinity Diagrams Drive collaboration, focus and outcomes with Affinity Diagrams! This Expert Toolkit Guide will have you making a bigger impact in no time at all!
How to use the 5 Whys Method Get to the heart of problems with the 5 Whys Method! This Expert Tool will provide you with the knowledge you need to utilize the 5 Whys approach fast!
Introduction to Financial Ratio Analysis Financial Ratio Analysis is a versatile method for gaining strategic and operational insight into a company or market. Learn this skill with Expert Toolkit.
Introduction to Kano Analysis Understand what delights and frustrates customers with the simple but powerful Kano analysis method - a concise guide for beginners.
Introduction to PEST Analysis PEST Analysis is a fundamental technique for developing a business strategy. Being able to lead an organization through a PEST analysis is highly valuable.
Introduction to using the RACI process For any team or business unit to work effectively, it is critical to know what work needs to be done and who must do it. That's the value of RACI.
Mastering Change Management This Expert Toolkit Guide will help you improve your program's chances of success by bringing in proven change management discipline.
Mastering Competition Analysis Learn the method for assessing the competitive landscape and identifying offensive and defensive market opportunities.
Mastering Customer Value Analysis Let the Expert Toolkit team show you how to build a robust business & marketing strategy underpinned by a clear Customer Value Proposition.
Mastering Market Segmentation Analysis Equip yourself with skills in the critical analytic technique used to analyze customer groups and determine competitive advantage.
Mastering Market Sizing & Share Analysis Equip yourself with skills in an essential method for analyzing a market & developing a robust business strategy.
Mastering Product Life Cycle Analysis Develop a strong marketing strategy based on forecast sales & the behaviors of customers & competitors.
Mastering SWOT Analysis Gain insight into a company's competitive positioning through the proven SWOT analysis method. Incorporate SWOT analysis into your strategic analysis toolkit.
Mastering Value Chain Analysis Understand where value is being created and identify areas of competitive advantage or disadvantage.
Practical Guide to the 5S Approach This Guide will provide you with the knowledge you need to apply the important principle and methods to drive workplace excellence and productivity.
Step-by-Step Guide: The House of Quality Work out what really matters to customers and how to deliver it with the House of Quality. A detailed step-by-step guide by the team at Expert Toolkit.
The OGSM Framework A proven method for defining and implementing strategic objectives
Understanding Organization Structures (Part 1) The team at Expert Toolkit have concisely summarized what you need to know about the 5 most commonly used business organization structures. Ramp up fast and add value today!
Understanding Organization Structures (Part 2) The team at Expert Toolkit have concisely summarized what you need to know about another 5 of the most commonly used business organization structures. Ramp up fast and add value today!

Tools, Templates & Frameworks

Our tools, templates and frameworks have been developed by experts to solve specific business improvement or transformation problems and help you get results fast. Don't waste time, do it the right way, the best way. Use a tool from the team at Expert Toolkit. All tools, templates and frameworks are accessible with a premium membership. Certain tools, templates and frameworks can also be accessed by purchasing the appropriate book or toolkit. Our Book Guide can help you find the book or toolkit with the tools, templates and frameworks that are right for you.

Tool / Template Description
ABCD Tool Guide and Template A feedback tool and continuous improvement method for lifting project team performance.
Accelerated SWOT Method Useable Template Use Expert Toolkit's SWOT Template to get working on your strategy fast! A collaborative approach that factors in strengths, weaknesses and market conditions.
Activity Accountability Plan Guide and Template A structured method for specifying team member roles and responsibilities for delivery of a business improvement project.
Benchmarking Assessment Guide & Template A concise layout for comparing the performance and practices of peer organizations as part of a business analysis & diagnostic exercise.
Business Diagnostic Findings Guide & Template A structured approach for presenting findings and observations from a business diagnostic exercise.
Business Initiative Project Charter Template This Expert Toolkit Template will help you summarize key aspects of your business improvement project, covering objectives, benefits, roles, activities and sponsors.
Business Operating Rhythm Template and Guide A proven best-practice format for outlining the essential management meeting and reporting cycles in a high performance organization.
Business Performance Metric Framework Guide & Template A proven mechanism for specifying performance metrics to drive and measure transformation progress.
Business Stakeholder Map Guide and Template Understand, engage, influence and manage your business stakeholders with this proven mapping approach.
Business Stakeholder Tracking Sheet Guide and Template Effectively track, engage & influence key stakeholders to facilitate transformation program success.
Business Transformation Map Template A proven template for clearly laying out the initiatives and sequencing of a business transformation program.
Business Transformation Recommendation Template A structured format for capturing and presenting business improvement or transformation recommendations.
Business Transformation Vision Framework Template A proven, structured and highly customizable template for develop a strong vision for a business or transformation program.
Capability Gap Assessment Guide & Template A structured business analysis framework for assessing the capabilities that exist within an organization.
Change Management Framework A fully customizable & modular framework for applying change management to your program.
Communication Plan Guide and Template Plan & deliver clear communications to business stakeholders to help manage transformational change.
Cost-Benefit Assessment Framework A proven, simple and flexible model for evaluating the costs and benefits of business improvement initiatives.
Customer Experience Design Framework Guide & Template A proven, best practice approach for outlining a customer experience vision and design for an organization.
Failure Mode Effects Analysis Guide & Template Use Expert Toolkit's Failure Mode Effects Analysis Guide & Template - a proven analysis method for identifying & preventing business process failures & errors.
Five Whys Template Solve business problems fast using Expert Toolkit's Five Whys Business Analysis Template.
Future State Process Change Summary Template A concise tool for outlining the key changes and improvements required to optimize a business process.
Hypothesis Analysis Guide & Template A structured framework for capturing hypotheses and driving fast-paced inductive business analysis.
Initiative Prioritization Map Guide & Template A proven framework for categorizing and prioritizing business improvement initiatives.
Operating Model Template A user-friendly, proven and configurable template for capturing and representing a business operating model.
Organization Impact Assessment Template and Guide A concise framework for assessing the impact of a transformation on an organization across 8 key dimensions.
Pain Point Analysis Guide & Template A proven approach for representing, assessing and prioritizing the critical issues impacting a business process.
PEST Analysis Trend Matrix Guide & Template A proven method for assessing market trends and defining strategic choices to capitalize on the trends.
Process Flow Analysis Guide & Template A structured template for summarizing process flow, key issues and improvement opportunities.
Process Issues Summary Guide & Template A proven framework to highlight issues that need resolution.
Productivity Improvement Benefits Case Template A robust template for developing a benefits case for your productivity improvement program.
Project Development Plan Template The template is "ready to go" to help you create a Project Development Plan like an expert and set your project up for success.
Project Evaluation Template & Guide A proven framework for capturing essential project information to facilitate planning and prioritization.
Project Executive Update Guide & Template A concise format for providing a business improvement project summary update to key senior stakeholders.
Project Issues Tracking Guide and Template A concise and proven template for capturing and presenting business project issues.
Project Risk Tracking Guide and Template A concise and proven template for capturing and presenting business project risks.
Project Status Report Guide & Template A concise and proven format for providing executive project status updates to key stakeholders.
Ready-to-use Business Model Canvas Template With this Business Model Canvas template you can lay out the fundamentals of your business allowing you to describe, design, invent & adjust your business model.
Ready-to-use Data Collection Plan Template Get your project analysis going quickly.This Expert Template will help you create an effective data collection plan quickly and be a role model of efficiency.
Ready-to-use SIPOC Template Get your processes delivering maximum customer value! This Expert Template for the SIPOC approach is ready to download and use - no wasted time!
Resource Management Plan Guide and Template A template for tracking business transformation project roles, resources, allocations & focus areas.
Root Cause Analysis Guide & Template Use Expert Toolkit's Root Cause Analysis Template to help you get to the heart of business problems fast.
Simple One Page Project Charter Template Get your project defined quickly with this ready-to-go One Page Project Charter Template. Don't waste a minute - get on with delivering business outcomes now!
Simple Process Mapping Guide and Templates A structured method to facilitate understanding, agreement and improvement in any business process.
Solution Assessment Method Guide & Template A structured business analysis framework for assessing the capabilities that exist within an organization.
Solution Ideation & Ranking Method Guide & Template A structured and proven approach for brainstorming and prioritizing business improvement initiatives.
Stakeholder Mapping & Comms Templates Get your stakeholders on board with our read-to-use Stakeholder Mapping and Communications Templates they will get you going quickly on your stakeholder quest.
Swim Lane Process Map Guide & Template A proven approach for laying out a process in order to provide clarity around responsibilities, steps, decisions & flows.
Team Temperature Check Tool & Guide A simple tool for gathering feedback and optimizing individual and team performance.
The Jidoka Board Method Guide & Template A structured, agile and disciplined method for identifying drivers of business process problems.
The Strategy Pyramid Guide and Template A structured framework for development of business strategy linked to corporate vision and translated into transformation initiatives.
Transformation Conclusion Survey Guide and Template A focused staff questionnaire to assess the success of a business transformation program.
Transformation Guiding Principles Template & Guide Align stakeholders around the key principles that are essential to the design and delivery of a business transformation program.
Transformation Readiness Checklist Template & Guide A proven checklist for assessing an organization’s readiness to embark on a business transformation program.
Transformation Readiness Survey Guide and Template A focused staff questionnaire to assess readiness and support for transformation business change.

Products for Online Purchase (Membership Not Required)

Books & Toolkits

Books and toolkits combine the best of our training material, learning guides, templates, frameworks, best practices, tips and tools into packages targeted at specific roles, skills, experiences or ambitions. Refer to the Book Guide for details on specific tools, templates, guides and frameworks contained in each book or toolkit. Books and toolkits can be purchased in digital format (no membership required). The majority of our books are available on Amazon in print and Kindle formats.

Book / Toolkit Description
Business Analysis Toolkit Twenty five of the most versatile, useable, reliable and value-adding tools used by the world's leading business analysts & consultants.
Business Transformation Toolkit Twenty five of the most proven, value-adding tools and templates to super charge your business transformation program.
Management Consulting Basics Learn the fundamental skills, tools and techniques used by leading management consultants.
Management Consulting Toolkit Fifty of the most versatile and value-adding tools used by leading business analysts, transformation experts and management consultants.
Mastering Market Analysis Comprehensive book describing the skills, tools, methods, templates and best practices used by the best market analysts and consultants.
The Business Improvement Champion Complete guide to the skills, tools, methods, templates and best practices to become a leading business analyst and business improvement consultant.
The Customer Experience Guru The essential tools, skills, methods and best practices to become a leading customer experience improvement analyst.
The High Impact People Leader Learn the key tools, techniques and skills to lead any team - from 5 to over 500.
The Master Change Management Practitioner A complete set of tools, templates and frameworks to help you become a competent change manager.
The Strategic Advisor The critical methods, tools, approaches and best practices used by the strategic advisors and strategy consulting firms.
Advanced Consulting Skills Take your management consulting skills to the next level with this set of tools, guides and frameworks designed for the advanced practitioner.

Specialized Tools

Our specialized tools are designed to address very specific business problems and situations. They have been created by experts in their field and they are built upon proven, best practices. Each specialized tool can be purchased in digital format (no membership required)

Specialized Tool Description
Project Business Case Template A best-practice word template for documenting the business case for a complex project.
Project Management Plan Template A best practice word template for documenting a complex project's management plan.
House of Quality Requirements Analysis Tool A proven, structured framework for analyzing what matters most to customers.
Portfolio Evaluation & Prioritization Tool A comprehensive solution for mapping, evaluating & prioritizing an organization's project and initiative portfolio.
Innovation Prioritization Tool & Dashboard A comprehensive solution for mapping, prioritizating an organization's innovation portfolio.