Toolkit

List of techniques/tools I’ve encountered before; serves as a quick reference.

Books Summaries

  • Lean Startup, Eric Ries
  • Lean Enterprise, Jez Humble
  • $100 Startup, Chris Guillebeau
  • Creative Confidence, Tom & David Kelley
  • High Output Management, Andrew Grove
  • One Minute Manager, Kenneth H. Blanchard
  • Playing to Win, A. G. Lafley
  • Delivering Happiness, Tony Hsieh
  • Principles, Ray Dalio
  • Getting Real, 37 Signals
  • Rework, 37 Signals
  • Managing Humans, Michael Lopps
  • Tools of Titans, Tim Ferris
  • Business Model Generation, Alexander Osterwalder
  • Value Proposition Design, Alexander Osterwalder

Growth

Strategy

  • Overview
    • Strategic Planning
    • Five C’s (Company, Costs, Competition, Client, Channel)
    • Four P’s (Product, Price, Place, Promotions)
    • BCG “Product Portfolio Matrix”
    • Porter’s Five Forces
    • Porter’s Value Chain
    • McKinsey 7-S Framework
    • Competitor Analysis
    • Minto Pyramid Principle
    • Value Driver Tree
    • Ansoff Matrix
    • Strategy Map
    • Activity Systems Diagrams
    • Life Cycle Assessment
    • Aristotelian Rhetoric (Ethos, Pathos, Logos)
    • Business Model
    • P&G’s Cascading Strategy
    • Industry Analysis
    • Customer-Value Analysis
    • Business Model Analysis
    • Competitor Analysis
  • External (Industry) Analysis
    • Industry Economics
    • Driving Forces
    • Competitive Advantage
    • Strategic Group Map
    • Key Success Factors
  • Internal (Company) Analysis
    • Balanced Scorecard
    • Resources & Capabilities (R&Cs)
    • SWOT
    • Value Chains
    • Competitive Strength Assessment
  • Competitive Strategy
    • Differentiate
    • Low Cost
    • Best Cost
  • Competitive Dynamics
    • Industry Life Cycle Evolution
    • Discontinuous Technological Change
    • Competitive Change

Marketing

  • Overview
    • New Product Launch
    • Five P’s (Product, Price, Place, Promotions, and Packaging)
    • Competitive Defense
  • Customers & Customer Value
    • 5 Step Marketing Process
    • Product / Market Expansion Grid
    • Consumer Purchase Decision Process
  • Market Segmentation, Targeting, Positioning
    • Organizational Buyers
    • Target Marketing
    • Product Positioning
  • Products and New Product Lines
    • 7 Stage Product Development Process
    • Product Lifecycle
    • Branding
  • Pricing and Channels
    • 6 Step Pricing Process
    • Marketing Channels
  • Promotions & Communications
    • Promotional Mix
    • Communications Strategy
    • Integrated Marketing/Communications

Customer Development

  • Customer Experience Design
  • Customer Experience Mapping
  • Customer Personas

Operations

Operations Management

  • Systems Management
    • OODA (Observe, Orient, Decide, and Act)
    • PDCA (Plan, Do, Check, Act)
    • Systems Diagrams
    • Super System Diagram
    • Balanced Scorecard
  • Technology Management
    • Supply Chain Management (SCM)
    • Enterprise Resource Planning (ERP)
    • Customer Relationship Management (CRM)
    • Knowledge Management Systems (KMS)
    • Capability Maturity Models (CMM)

Operations Research

  • Operations Research I (Deterministic)
    • Linear Optimization
      • Graphical
      • Feasibility and Optimality
      • Simplex Method
      • Sensitivity Analysis
      • Primal & Duality
    • Integer Programming
      • Branch-and-Bound
    • Network Models
      • Minimum Spanning Tree
      • Network Simplex
      • Dijkstra’s Algorithm
      • Max-Flow Min-Cut
      • Kruskal’s Algorithm
      • Prim’s Algorithm
      • Bipartite Graphs
    • Dynamic Programming
    • Simulations
      • Random Walk
      • Metropolis-Hastings Algorithm
      • Simulated Annealing
  • Operations Research II (Stochastic)
    • Decision Analysis
    • Decision Trees
    • Baye’s Rule
    • Utility Theory
    • Multi-Objective Decision Making
    • Bernoulli Process
    • Poisson Process
    • Markov Chains
    • Monte Carlo Simulation
    • Queuing Theory
  • Operations Research III (Algorithms)
    • Goal Programming
    • Column Generation (Cutting Stock)
    • Dantzig Wolfe
    • Interior-Point Method (Karmarkar’s Method)
    • Quadratic Optimization
    • Bi-Level Linear Optimization
    • Non-Linear Optimization
    • Integer Optimization
    • Stochastic Optimization
    • Global Optimization
    • Markov Decision
    • Value Iteration

Quality Management

  • Methodologies
    • Six Sigma
    • Lean
    • Kaizen
    • Toyota Production System (TPS)
    • Total Quality Management (TQM)
  • Tools
    • Hypothesis Testing
    • Quality Function Deployment (QFD)
    • House of Quality (HOQ)
    • Design of Experiments (DOE)
    • Kansei Engineering
    • Taguchi Methods
    • Improvement Kata
    • A3 Problem Solving
    • Value Stream Mapping
    • DMAIC (Define, Measure, Analyze, Improve, Control)
  • Lean
    • Cellular Manufacturing
    • Takt Time
    • One Piece Flow or Continuous Flow
    • Pull Systems and Kanban
    • 5 Why’s
    • Quick Changeover / SMED
    • Mistake Proofing / Poka Yoke
    • Heijunka / Leveling the Workload
    • Total Productive Maintenance (TPM)
    • 5 Sources of Waste
    • Visual Factory
  • Quality Assessment
    • Cause-and-Effect (Fishbone/Ishikawa) Diagrams
    • Control Charts
    • Histograms
    • Pareto Charts
    • Scatter Diagrams
    • Run Charts
    • Regression Analysis
    • FMEA (Failure Mode Effects Analysis)

Process Management

  • Process Design
    • Business Process Architecture
    • Process Hierarchy
    • IGOE Diagram (Input, Guide, Output, Enabler)
    • Gap Analysis
    • Process Redesign Heuristics
  • Process Mapping
    • Business Process Model and Notation (BPMN)
    • SIPOC (Suppliers, Inputs, Process, Outputs, Customers)
    • Swim-lane Diagrams
    • Flowcharts
    • Theory of Constraints (TOC)
  • Process Quality
    • Central Limit Theorem (CLT)
    • Statistical Sampling
    • Control Charts
    • Scatter Plots
    • Analysis of variance (ANOVA)
    • Process Capability (Cp, Cpk)

Production Management

  • Production Types
    • Job-Shop Production
    • Batch Production
    • Mass Production
    • Continuous Production
    • Just-in-Time Manufacturing

 Scheduling

  • Fundamentals
    • Critical Path and PERT
    • Graph Theory & Longest Paths
    • Time/Cost Tradeoff
  • Dispatch Rules
    • Shortest Processing Time (SPT)
    • Earliest Due Date (EDD)
    • Flow Shop
    • Tree Search
  • Modeling
    • Constraint Programming
    • Constraint Propagation
    • Local Search
    • Tabu Search
    • Neighborhoods
    • Graph Coloring
    • Bin Packing ‘First Fit Descending’ (FFD) Heuristic
    • Logic-Based Benders Decomposition (LBBD)
  • Applied Scheduling
    • Sports Scheduling
    • Operation Room Scheduling
    • Online Stochastic Scheduling
    • Supply Chain Scheduling

Supply Chain Management

  • SCOR (Supply Chain Operations Reference model)
  • Demand Forecasting
    • Time-Series Models
    • Exponential Smoothing
    • Causal Analysis (regression)
    • New product forecasting
    • Bullwhip Effect
    • Forecasting Performance Metrics (MAD, MSE, MAPE)
  • Inventory Management
    • Deterministic demand models (economic order quantity EOQ)
    • Stochastic demand models (single period, continuous/periodic review)
    • Inventory types (safety, cycle, pipeline, etc.)
    • Performance metrics (cycle service level, item fill rate)
  • Fundamentals of Freight Transportation
    • Mode choice and Selection (total landed cost)
    • Impact of Lead Time Variability (mean and variability)
  • Production Planning
    • Fixed Planning Horizon (FPH)
    • Master Production Schedule (MPS)
  • Material Requirements Planning
    • Material Requirements Planning (MRP)
    • Available to Promise (ATP)
    • Bill of Materials (BOM)
  • Distribution Requirements Planning
    • Distribution Requirements Planning (DRP)
  • Capacity Planning (Sales & Operations)
    • Aggregate Planning Models
    • Sales & Operations (S&OP) Planning
  • Distribution and Channel Strategies
    • Supply Chain Network Design
    • Facility Location
    • Traditional Multi-Tiered Distribution
    • Mixing Centers / Hubs
    • Distributors
    • Direct to Store Delivery
    • Drop Ship to Customer
    • Omni-Channel Distribution
    • Reverse Supply Chains (Reverse Logistics)
  • Warehouse Operations
    • Receiving
    • Put-Away
    • Storage
    • Picking
    • Packing
    • Shipping

Project Management

  •  Methodologies
    • Project Management Body of Knowledge (PMBOK)
    • Waterfall
    • Agile
    • Scrum
    • Spiral
    • MVP
    • Design Thinking
    • Kanban Boards
  • Project Considerations
    • NTCP (Novelty, Technology, Complexity, Pace)
    • Diamond Approach
    • Risk & Cost of Change
    • Success Dimensions
  • Project Knowledge Areas
    • Integration Management
    • Scope Management
    • Time Management
    • Cost Management
    • Quality Management
    • Human Resource Management
    • Project Communications Management
    • Risk Management
    • Procurement Management
  • Project Initiation
    • Business Case
    • Product Scope
    • Feasibility Study
    • Statement of Work (SOW)
    • Project Charters
  • Project Planning
    • Work Breakdown Structures (WBS)
    • Project Scheduling
    • Activity Network Models
    • Activity-on-Node Diagrams (AON)
    • Critical Path Method (CPM)
    • Critical Chain Method (CCM)
    • PERT (Program evaluation and review technique)
    • Gantt Charts
    • Stakeholder Analysis
    • Responsibility Assignment Matrix (RAM)
  • Project Control
    • Budgeted cost of work performed (BCWP)
    • Actual cost of work performed (ACWP)
    • Budgeted cost of work scheduled (BCWS)
    • Estimate to completion (ETC)
    • Estimate at completion (EAC)
    • Earned Value Management (EVM)
    • To-Complete Performance Index
  • Project Closing
    • Postmortem Analysis

People Management

Cognitive Psychology

  • Cognition
  • Perception
  • Attention
  • Long-Term Memory
  • Working Memory
  • Executive Processes
  • Emotion
  • Decision Making
  • Problem Solving
  • Reasoning
  • Language

Organizational Behaviour

  • Individual Processes and Behaviours
  • Personality and Emotion
  • Motivation
  • Stress
  • Learning
  • Performance Management
  • Interpersonal Processes and Behaviours
  • Decision-Making
  • Power & Politics
  • Conflict
  • Negotiations
  • Teams
  • Managing Organizations
  • Leadership
  • Organizational Culture
  • Organizational Design
  • Organizational Change

Change Management

  • Lewin’s Change Management Model
  • Beckhard and Harris’ Change Equation
  • Kotter’s 8-Step Change Model
  • Bridges’ Transition Model
  • ADKAR Change Management Model
  • Burke-Litwin Change Model

Individual Effectiveness

  • Performance Hierarchy
  • Plan at the end of the day
  • Week-at-a-Glance Perspective
  • Rolling Wave Planning
  • Individualized Scorecards

Disclaimer: None of these tools are my own. This is just a list of techniques/tools that I’ve compiled.