Insights, tools and resources to help you operate better.
Practical content from our team and curated resources we trust, across every discipline we work in.
Three kinds of help, in one place.
Articles
Thought leadership from our team.
Tools and templates
Downloadable resources you can put to work.
External resources
Outside reading, curated by our team.
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All 18 resources
- Read article: Why Your Processes Break When You Scale (And How to Fix Them)
Why Your Processes Break When You Scale (And How to Fix Them)
The most common operational breakdown pattern we see in growing businesses, and the systematic approach to building processes that actually hold.
- Read article: The Hidden Cost of Leadership Teams Stuck in the Weeds
The Hidden Cost of Leadership Teams Stuck in the Weeds
When your leaders are doing individual contributor work, the whole organization pays the price. Here's how to identify it and fix it.
- Read article: Practical AI for Operations: What Actually Works in 2026
Practical AI for Operations: What Actually Works in 2026
Cutting through the hype, the AI tools and use cases that are delivering real operational value for SMBs and government agencies right now.
- Read article: Driving Change in Government: Working With Institutional Inertia, Not Against It
Driving Change in Government: Working With Institutional Inertia, Not Against It
Change management in the public sector requires a different playbook. Here's what we've learned from working inside state and local agencies.
- Read article: The Operations Inflection Point: How to Know When Your Business Has Outgrown Its Systems
The Operations Inflection Point: How to Know When Your Business Has Outgrown Its Systems
Every growing business hits this moment. Recognizing it early, and acting on it, is the difference between scaling smoothly and grinding to a halt.
- Read article: Microsoft 365 Is More Powerful Than You Think: Unlocking What You're Already Paying For
Microsoft 365 Is More Powerful Than You Think: Unlocking What You're Already Paying For
Most organizations use less than 30% of their Microsoft 365 capabilities. Here's what you're leaving on the table and how to unlock it.
- Download: Process Documentation Template
Process Documentation Template
A ready-to-use template for documenting your core business processes in a clear, consistent format your whole team can follow.
- Take the check: Operational Assessment Checklist
Operational Assessment Checklist
A comprehensive checklist for evaluating the health of your operations across people, process, tools, and data.
- Download: KPI Framework Worksheet
KPI Framework Worksheet
Define, track, and analyze the metrics that actually matter for your organization with this structured KPI planning worksheet.
- Download: Change Management Communication Plan Template
Change Management Communication Plan Template
Keep your team informed and aligned during any operational change initiative with this structured communication planning template.
- Take the check: Team Structure & Role Clarity Assessment
Team Structure & Role Clarity Assessment
Identify gaps, overlaps, and misalignments in your organizational structure with this team assessment tool.
- Download: Technology Stack Audit Template
Technology Stack Audit Template
Evaluate what tools your organization uses, how well they're being utilized, and where gaps or redundancies exist.
- View resource: The Lean Startup, Eric Ries (opens in a new tab)
The Lean Startup, Eric Ries
The foundational text on building efficient, adaptable organizations. Required reading for any SMB leader navigating growth.
- View resource: Harvard Business Review, Operations Management (opens in a new tab)
Harvard Business Review, Operations Management
Curated HBR articles on operations, leadership, and organizational change. Our recommended starting point for executive reading.
- View resource: Microsoft Power Platform Learning Hub (opens in a new tab)
Microsoft Power Platform Learning Hub
Official Microsoft learning resources for Power Apps, Power Automate, and Power BI. Free training from the source.
- View resource: NASCIO, State CIO Resources (opens in a new tab)
NASCIO, State CIO Resources
The National Association of State Chief Information Officers. Essential reading for government technology and operations leaders.
- View resource: SBA, Small Business Management Resources (opens in a new tab)
SBA, Small Business Management Resources
The U.S. Small Business Administration's library of operational guides, templates, and tools for growing businesses.
- View resource: Radical Candor, Kim Scott (opens in a new tab)
Radical Candor, Kim Scott
The framework for leaders who want to build high-performance teams through honest, caring feedback. Highly recommended by our coaching team.
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