“We have the answers, all the answers; it’s the question we do not know.” – Verne Harnish, Gazelles Founder/CEO

Scaling Up Workshop II

Below, please find a number of helpful resources and suggested books.



  1. Talent Assessment Form
  2. Functional Accountability Chart (FACe)


  1. Seven Strategy Strata
  2. Strengths, Weaknesses, Trends
  3. Business Model Canvas
  4. Attribution Framework Exercise


  1. Process Accountability Chart (PACe)
  2. Who, What, When
  3. Sample Meeting Agendas – Daily, Weekly, Monthly
  4. Sales Playbook Template (Jack Daly)
  5. Love it/Loathe it Exercise


  1. Power of One
  2. Cash Acceleration Strategies (CASh)


  1. One-Page Strategic Plan
  2. Rockefeller Habits checklist
  3. Gazelles One-Page Description
  4. 15 Exceptional Company Questions
  5. Vision Summary
  6. Sample Annual Meeting Process and Agenda

“Our revenue increased 7% year over year after one two-hour coaching session with Bill!  Utilizing Bill’s and Gazelles’ concepts to define and refine our Core Values and sales model, we executed several changes, restructured the team and updated the comp plan.  The result of these simple yet effective changes more than covered Bill’s fees for an entire year.”  Dmitriy Peregudov, CEO, Gift Baskets Overseas

baby book reading

Bill’s Suggested Reading List

Of the hundreds of business books I have read, these are the ones I believe are worth the time and effort to find the nuggets buried within the pages.

General Business

  1. Scaling Up*
  2. Why Great Leaders Don’t Take Yes for an Answer: Managing for Conflict and Consensus (paperback) (2nd Edition)
  3. Great by Choice*
  4. The Third Wave
  5. The Curve Ahead
  6. Leaders Eat Last*
  7. Principles*
  8. Team of Teams
  9. The Metronome Effect*
  10. The Automatic Customer
  11. The Founder’s Mentality*
  12. First, Break All the Rules*
  13. The Effective Executive: The Definitive Guide to Getting Things Done *
  14. American Icon: How Alan Mulally Saved Ford Motor Company*


  1. Strategy that Works
  2. The Founder’s Mentality*
  3. Competing Against Luck*
  4. How Companies Win
  5. Jobs to be Done: Theory to Practice*
  6. Simplify: How the Best Businesses in the World Succeed
  7. Playing to Win: How Strategy Really Works
  8. Mapping Innovation


  1. Smart Tribes*
  2. The Advantage -Enhanced Edition: Why Organizational Health Trumps Everything*
  3. The Ideal Team Player*
  4. The Five Temptations of a CEO*
  5. Tribal Leadership
  6. Managing Oneself – The Key to Success
  7. The Coaching Habit
  8. Uncontainable*


  1. Go Put Your Strengths to Work*
  2. The Sales Acceleration Formula*
  3. Turn the Ship Around*
  4. The Power of Habit
  5. Uncommon Service*
  6. Smarter, Faster, Better
  7. The 4 Disciplines of Execution: Achieving Your Wildly Important Goals
  8. The ONE Thing – The Surprisingly Simple Truth Behind Extraordinary Results*
  9. The Effective Executive*
  10. 80/20 Manager*
  11. The Revenue Growth Habit: The Simple Art of Growing Your Business 15% in 15 Minutes per Day


  1. Simple Numbers, Straight Talk, Big Profits*
  2. Daring Caution*


  1. Will it Fly?
  2. Nail it, then Scale it*
  3. Lean Customer Development*


  1. Creator’s Code
  2. You Already Know How to Be Great*
  3. Gamestorming
  4. Willful Blindness
  5. Exponential Organizations
  6. The Two-Second Advantage
  7. Pre-Suasion – A revolutionary way to influence and persuade*
  8. Predictably Irrational: The Hidden Forces That Shape Our Decisions*
  9. Find Your Why
  10. Your Brain at Work*
  11. The Amazon Way – 14 Leadership Principles Behind the World’s Most Disruptive Company*

*Must Reads

Bill’s Suggested Podcasts

  1. How I Built This
  2. Hidden Brain
  3. TED Radio Hour
  4. Freakonomics Radio
  5. Two Guys on Your Head
  6. Invisibilia
  7. Radiolab
  8. Startup


Gazelles’ specific education can also be found on the Gazelles Growth Institute website.  There are many on-demand webinars provided a by a multitude of business authors.  There are also Masters courses among other great information gleaned from Verne Harnish and the many Gazelles contributors over the years. It is a resource that I go back to time and time again to continue my own education.

Be Exceptional!