“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. One-Page Strategic Plan
  2. Rockefeller Habits checklist
  3. Gazelles One-Page Description
  4. 15 Exceptional Company Questions
  5. Functional Accountability Chart (FACe)
  6. Process Accountability Chart (PACe)
  7. Seven Strategy Strata
  8. Strengths, Weaknesses, Trends
  9. Power of One
  10. Vision Summary
  11. Who, What, When
  12. Cash Acceleration Strategies (CASh)
  13. Sample Meeting Agendas – Daily, Weekly, Monthly
  14. Sample Annual Meeting Process and Agenda
  15. Talent Assessment Form
  16. Business Model Canvas
  17. Sales Playbook Template (Jack Daly)

“Our revenue increased 7% year over year after one 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 changes more than covered Bill’s fees for the 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. Team of Teams
  8. The Metronome Effect*
  9. The Automatic Customer
  10. The Founder’s Mentality*
  11. First, Break All the Rules*
  12. The Effective Executive: The Definitive Guide to Getting Things Done *


  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


  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. 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. 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

Be Exceptional!