Free Tools
Accelerate
Your Growth
The tools Rob uses with every client. Free to download. Most companies have heard of these frameworks — fewer have actually put them to work.
Scaling Up Toolkit
The Tools Behind the System
These are the core Scaling Up and Rockefeller Habits frameworks. Download them, study them — and if you want help implementing them, that's what Rob is for.
One-Page Strategic Plan
OPSP
The signature Scaling Up tool. Your entire strategy on a single page: BHAG, brand promises, annual priorities, quarterly rocks, and the critical numbers that tell you if it's working.
Download PDF7 Strata of Strategy
Strategy Framework
Seven layers of strategic clarity: words you own, sandbox/brand promise, catalytic mechanism, X factor, profit per X, BHAG, and differentiating activities. If you can't fill this out, your strategy isn't clear enough.
Download PDFFunctional Accountability Chart
FACe
Map every function in your business to an accountable owner. The FACe reveals organizational gaps, dual-role conflicts, and the functions that lack clear accountability — which is usually where the pain lives.
Download PDFProcess Accountability Chart
PACe
Map the core processes that drive your business — who owns each one, what the process is called, and whether it's documented. Most companies find gaps they didn't know existed.
Download PDFRockefeller Habits Checklist
Execution Rhythm
The 10 habits of execution that Rockefeller built his empire on — updated by Verne Harnish for modern companies. Rate your company on each one. The low scores are where you're losing.
Download PDFThe Power of One
Cash Driver
Seven financial levers — price, volume, cost of goods, overhead, accounts receivable, accounts payable, inventory. A 1% improvement in each can double your cash flow. This exercise reveals which lever has the biggest impact in your business.
Download PDFCash Acceleration Strategies
CASh
Identify and eliminate the activities that drain cash before it hits your account. Examines billing cycles, contract structures, collections, and the customer behaviors that are costing you money without you noticing.
Download PDFSWT Analysis
Strengths, Weaknesses, Trends
A more useful version of SWOT — stripped of the internal/external confusion and focused on what actually drives strategy decisions. Start here before building any long-term plan.
Download PDFWho-What-When
WWW — Meeting Accountability
The simplest accountability tool in the kit. Every meeting should produce a clear list: who is doing what, by when. Nothing leaves a room without an owner and a due date.
Download PDFVision Summary
Organizational Alignment
A single-page document that captures your company's core values, purpose, BHAG, and brand promises in a format every employee can internalize. Alignment starts here.
Download PDFRequired Reading
The Books Rob Recommends
These aren't books Rob read once. These are the frameworks he coaches from. If you want to think like a CEO who has the operating system installed, start here.
The Five Dysfunctions of a Team
Patrick Lencioni
The model every Rob client uses to diagnose their leadership team. Trust, conflict, commitment, accountability, results — in that order. If you're weak on trust, everything downstream breaks.
Scaling Up
Verne Harnish
The framework Rob is certified to teach. People, Strategy, Execution, Cash — the four decisions every scaling company must get right. This book is the manual for the operating system.
Who
Jeff Smart & Randy Street
Top-Grading in a more accessible format. The scorecard method, the TORC technique, the structured interview — a scientific approach to hiring that dramatically improves your hit rate on A-players.
Play Bigger
Al Ramadan, Dave Peterson, Christopher Lochhead, Kevin Maney
Category design thinking. The companies that win don't just compete — they define the category. Relevant to Rob's emphasis on uniqueness over being-the-best competition.
The Captain Class
Sam Walker
Research-backed study of what makes elite teams sustain excellence. The finding: it's rarely the star players. It's the unglamorous captain running the culture at practice. Mandatory for any CEO building an A-player team.
Multipliers
Liz Wiseman
Are you amplifying your team's intelligence, or accidentally diminishing it? Most leaders are Diminishers without knowing it. This book will change how you run every meeting.
Niche Down
Christopher Lochhead
Practical application of category design for companies that aren't Silicon Valley unicorns. The argument for getting narrow, getting known, and owning your space.
3HAG Way
Shannon Susko
The methodology behind Metronomics. How to build a 3-year highly achievable goal that actually drives quarterly decisions. Rob's second major certification — and the framework that ties strategy to execution most cleanly.
Good to Great
Jim Collins
The Level 5 Leader, the Hedgehog Concept, the Flywheel — all concepts Rob draws on constantly. The research is now 25 years old and still holds up. The "who" before "what" principle alone is worth the read.
Getting Naked
Patrick Lencioni
A consulting fable about what it looks like to serve clients without ego or self-protection. Rob runs his practice this way — no spin, no defensiveness, just useful truth. This book explains the philosophy.
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Tools Don't Implement Themselves
Every tool on this page is valuable. Most companies download them, file them, and go back to business as usual. Rob's job is to make sure yours don't end up in a folder.