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🚀 Why this Toolkit?

Stop Guessing. Start Delivering.

In high-pressure environments, you don't have time to research frameworks. You need answers.

This toolkit bridges the gap between abstract theory and workplace reality. It is your single source of truth for professional delivery, blending ancient Lean philosophies with cutting-edge Financial & Strategy models.

⚡ How it helps Learners?

Learners gain instant access to standardized diagrams and formulas.

By providing pre-built AI prompts for every tool, we ensure you can apply these frameworks to your specific project data in seconds using ChatGPT or Claude.

Be 10x better version of yourself by applying these relevant tools in your daily practice.

VISION

BHAG (Big Hairy Audacious Goal)

A clear and compelling long-term goal (10-25 years) that serves as a focal point for effort and acts as a catalyst for team spirit. Unlike standard goals, a BHAG is huge, daunting, and perhaps only 50-70% achievable, but it generates immense energy and excitement within the organization.

Formula / Core Concept
Big + Hairy + Audacious + Goal
💡 Concept in Action Microsoft's original BHAG from 1980: "A computer on every desk and in every home." It was huge, seemingly impossible at the time, but gave the company a clear 20-year direction.
Visual Reference
See BHAG (Big Hairy Audacious Goal) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a Product Manager for [Company Name], help me define a "Big Hairy Audacious Goal" for [Product] that would make our current top competitor irrelevant in 10 years."
Delivery Manager "As a Delivery Lead at [Company Name], help me break down our 10-year BHAG for [Platform] into a specific, tangible 12-month delivery roadmap that my team can start executing today."
Senior Leadership "As a CEO of [Company Name], craft a 15-year vision statement that is bold enough to inspire a [Number]-person organization to disrupt the entire [Industry Name] industry."
FINANCE

Beyond Budgeting

A management model that aims to abolish traditional annual budgeting in favor of rolling forecasts and relative targets to enable agility. It argues that fixed annual budgets prevent companies from responding to market changes and encourage "use it or lose it" spending behavior.

Formula / Core Concept
Adaptive Processes + Decentralized Leadership
💡 Concept in Action Instead of a fixed $1M marketing budget set last year, release funds quarterly based on the performance of current campaigns.
Visual Reference
See Beyond Budgeting Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], propose a "Venture Capital" funding model for our product features instead of a fixed annual budget. Draft a pitch to the CFO."
Delivery Manager "As a Scrum Master at [Company Name], explain to the PMO how fixed annual budgets contradict our Agile principle of "Responding to Change" and suggest a rolling forecast model."
Senior Leadership "As a CFO of [Company Name], draft a transition plan to move the organization from fixed targets to relative targets (e.g., "Beat the market average" vs "Hit $10M revenue")."
MARKET

Crossing the Chasm

A marketing theory that there is a gap (Chasm) between early adopters of a new technology and the early majority. Crossing this chasm requires a shift in product and messaging strategy.

Formula / Core Concept
Innovators -> Early Adopters -> CHASM -> Early Majority
💡 Concept in Action Early Adopters want "New tech." Early Majority wants "Reliable solutions." You must change your pitch to cross.
Visual Reference
See Crossing the Chasm Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], determine if [Product] is currently pre-chasm (visionaries) or post-chasm (pragmatists) and adjust the roadmap."
Delivery Manager "As a DM at [Company], explain why we need to stabilize the platform (Technical Debt) before we can "Cross the Chasm" to mainstream users."
Senior Leadership "As a Leader at [Company], identify the specific "Beachhead" market segment we will target to cross the chasm."
ALIGNMENT

Hoshin Kanri (Policy Deployment)

A strategic planning process ensuring that the mission, vision, goals, and annual objectives are communicated and executed throughout an organization. It uses a "Catchball" process to align top-down strategy with bottom-up execution, ensuring that every employee understands how their daily work contributes to the company's North Star.

Formula / Core Concept
Strategy + Tactics + Process + Results
💡 Concept in Action A CEO sets a goal to "Reduce Carbon Footprint." Through Hoshin, this translates to the Logistics Team as "Switch 20% of fleet to electric" and the IT Team as "Migrate to green servers" by Q3.
Visual Reference
See Hoshin Kanri (Policy Deployment) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a Product Manager for [Company Name], help me draft a Hoshin Kanri X-Matrix that links our granular backlog features [Feature A, Feature B] directly to the CEO's annual strategic vision of [Vision Statement]."
Delivery Manager "As a Delivery Manager for [Company Name], my team feels disconnected from the company strategy. Help me break down the VP's goal of [Strategic Goal] into specific, actionable weekly tactics for my delivery squad."
Senior Leadership "As a Leader at [Company Name], I need to review our 5-year strategic plan. Use the Hoshin Kanri framework to help me identify the top 3 "Breakthrough Objectives" for this year that are necessary to hit that 5-year target."
PURPOSE

Ikigai (Reason for Being)

A Japanese concept meaning "a reason for being." It balances the spiritual with the practical by identifying the convergence of what you love, what you are good at, what the world needs, and what you can be paid for. In a business context, it is used to align organizational culture with market demand, ensuring that employees find meaning in their work while driving profitability.

Formula / Core Concept
Passion + Mission + Vocation + Profession
💡 Concept in Action A software engineer realizes they love teaching (Passion), are great at Python (Skill), the market needs data scientists (Demand), and bootcamps pay well (Money). Their Ikigai is becoming a "Data Science Instructor."
Visual Reference
See Ikigai (Reason for Being) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a Product Manager for [Company Name] feeling stuck in my career, analyze my skills in [List Skills] and my passion for [Topic/Industry]. Suggest 3 specific career paths or internal roles that would align my personal Ikigai with market demand."
Delivery Manager "As a Delivery Manager for [Company Name], I have a developer who seems disengaged with our current [Project Name]. Help me script a 1-on-1 conversation using the Ikigai framework to uncover their strengths and passions so I can realign their tasks."
Senior Leadership "As a Senior Leader at [Company Name], help me draft an organizational "Ikigai Statement" that bridges our profit goals [Revenue Goal] with our social mission [Mission Statement] to inspire my leadership team."
CULTURE

Laloux Culture Model (Teal)

A framework describing the evolution of organizational consciousness. It categorizes organizations by color, moving from "Red" (impulsive/fear-based) to "Amber" (hierarchical/stability) to "Orange" (achievement/profit) to "Green" (culture/empowerment) and finally to "Teal" (evolutionary purpose/wholeness). Teal organizations operate as living organisms characterized by self-management and distributed authority.

Formula / Core Concept
Red -> Amber -> Orange -> Green -> Teal
💡 Concept in Action Patagonia (Teal) allows employees to set their own hours and roles based on purpose, unlike a traditional Wall Street Bank (Orange) which is focused primarily on competition and profit.
Visual Reference
See Laloux Culture Model (Teal) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a Product Manager for [Company Name], our team is currently operating in an "Orange" (achievement-driven) mindset, leading to burnout. Suggest 5 specific rituals I can introduce to shift us toward "Green" (culture-driven) behaviors without sacrificing delivery."
Delivery Manager "As a Delivery Manager for [Company Name], use the Laloux model to diagnose our current friction points. Our management acts like "Amber" (hierarchy) but our dev team acts like "Green" (consensus). How do I bridge this gap?"
Senior Leadership "As a CEO of [Company Name], I want to introduce "Self-Management" principles (Teal) to my executive team. Draft a keynote speech outline that explains the benefits while addressing their fears of losing control."
METRIC

North Star Metric

The single metric that best captures the core value your product delivers to its customers. Growing this metric guarantees that you are growing sustainable value for your customer base, rather than just vanity metrics like page views or downloads.

Formula / Core Concept
Core Value Delivered to Customer
💡 Concept in Action Spotify's North Star is "Time Spent Listening." Airbnb's is "Nights Booked." Zoom's is "Weekly Hosted Meetings."
Visual Reference
See North Star Metric Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], identify the single "North Star Metric" for our [Product Type] that correlates most strongly with long-term user retention."
Delivery Manager "As a Delivery Lead at [Company Name], help me align our Sprint Goal for [Project] to directly impact the North Star Metric of [Metric Name]."
Senior Leadership "As a VP at [Company Name], write a memo communicating our new North Star Metric to investors to demonstrate how it drives long-term value creation."
GOALS

OKRs (Objectives & Key Results)

A goal-setting framework used by high-growth companies to define measurable goals and track their outcomes. Objectives are aggressive, inspirational, and qualitative descriptions of what you want to achieve. Key Results are quantitative, time-bound metrics that measure progress toward the Objective.

Formula / Core Concept
Objective (What) + Key Results (How Measured)
💡 Concept in Action Objective: "Delight our customers." KR1: "Increase NPS from 40 to 50." KR2: "Reduce ticket response time to <2 hours." KR3: "Launch new help center by June 1st."
Visual Reference
See OKRs (Objectives & Key Results) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a Product Manager for [Company Name], draft 3 ambitious OKRs for the Q3 launch of [Product Name], focusing specifically on increasing market share by [X]% and reducing user churn."
Delivery Manager "As a Delivery Lead at [Company Name], set 3 Key Results for the engineering team that focus on reducing technical debt in [System Name] without slowing down our feature delivery velocity."
Senior Leadership "As a VP at [Company Name], I see silos forming. Help me align cross-departmental OKRs between Sales and Product so that both teams share a single Key Result regarding [Shared Metric]."
DECISION

OODA Loop

A decision-making cycle developed by military strategist John Boyd. Speed is key: whoever cycles through the OODA loop faster than their opponent wins.

Formula / Core Concept
Observe -> Orient -> Decide -> Act
💡 Concept in Action Competitor launches feature (Observe). We analyze impact (Orient). We choose to clone it (Decide). We ship it (Act).
Visual Reference
See OODA Loop Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], simplify our decision process so we can tighten our OODA loop and react to market changes faster than [Competitor]."
Delivery Manager "As a DM at [Company], identify where our team gets stuck in the OODA loop—is it Analysis Paralysis (Orient) or Bureaucracy (Act)?"
Senior Leadership "As a Leader at [Company], decentralize authority to enable frontline managers to complete their OODA loops without waiting for approval."
CULTURE

Schneider Culture Model

A model to understand organizational culture based on two axes: Possibility vs. Reality and People vs. Company. It helps leaders identify the dominant culture (e.g., "Control" culture like the Military vs "Collaboration" culture like a Family) and adjust their change management strategy accordingly.

Formula / Core Concept
Control vs Collab vs Competence vs Cultivation
💡 Concept in Action We are trying to install Agile (which requires Collaboration) into a Control culture. This mismatch is likely why the transformation is failing.
Visual Reference
See Schneider Culture Model Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], analyze if our current "Control" culture is stifling product innovation. Suggest 3 small, safe-to-fail experiments to shift the team toward "Competence"."
Delivery Manager "As an Agile Coach for [Company Name], design a 1-hour workshop to help the team identify their dominant culture quadrant and discuss how it impacts our velocity."
Senior Leadership "As a Leader at [Company Name], align our hiring strategy to match our desire to move from a "Cultivation" culture to a "Competence" culture. What interview questions should we ask?"
VISION

The Golden Circle

Simon Sinek's framework stating that inspiring leaders start with WHY (Purpose), then HOW (Process), and finally WHAT (Product). People buy why you do it, not what you do.

Formula / Core Concept
Why -> How -> What
💡 Concept in Action Why: "Challenge the status quo." How: "Beautiful design." What: "Computers." (Apple).
Visual Reference
See The Golden Circle Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], draft a product vision statement for [Product] that starts with WHY, not the features (WHAT)."
Delivery Manager "As a Scrum Master at [Company], explain the WHY behind the Agile ceremonies to a team that thinks they are just "meetings.""
Senior Leadership "As a CEO of [Company], rewrite our mission statement to focus on our core belief (WHY) rather than our output (WHAT)."
FINANCE

Throughput Accounting

A simplified management accounting approach from the Theory of Constraints. It focuses on increasing Throughput (sales/value delivered) rather than just cutting Operating Expenses. Unlike traditional accounting, it views inventory as a liability, not an asset.

Formula / Core Concept
Throughput - Operating Expenses = Net Profit
💡 Concept in Action Cutting testing staff saves money (Cost Accounting) but slows down releases (Throughput). Throughput Accounting reveals this was a bad decision.
Visual Reference
See Throughput Accounting Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], analyze a proposed feature decision based on how much it increases Throughput versus just Investment. Help me calculate the ROI."
Delivery Manager "As a DM at [Company Name], show that optimizing for "Resource Utilization" (keeping everyone busy) is hurting overall Throughput using the Theory of Constraints."
Senior Leadership "As a Leader at [Company Name], help me shift our organizational KPIs from "Cost per Story Point" to "Throughput of Value Delivered"."
FLOW

Westrum Organizational Typology

A model predicting software delivery performance based on organizational culture. "Pathological" cultures suppress bad news. "Bureaucratic" cultures ignore it. "Generative" (performance-oriented) cultures actively seek bad news to learn from it, allowing information to flow freely and risks to be shared.

Formula / Core Concept
Pathological -> Bureaucratic -> Generative
💡 Concept in Action Pathological: "Messengers are shot." Bureaucratic: "Messengers are ignored." Generative: "Messengers are trained." Google is Generative.
Visual Reference
See Westrum Organizational Typology Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a Product Manager for [Company Name], assess if our team culture is Pathological, Bureaucratic, or Generative based on how we handled the last production outage. Provide examples."
Delivery Manager "As a Delivery Manager for [Company Name], use the Westrum model to explain to senior management why "shooting the messenger" is directly hurting our deployment frequency and stability."
Senior Leadership "As a CTO of [Company Name], design a new incident response process that specifically promotes a Generative culture where information flows freely."
GAME

Buy a Feature

A collaborative innovation game where customers are given a limited budget of play money to "buy" the features they want most. It forces stakeholders to make hard trade-off decisions, revealing their true preferences.

Formula / Core Concept
Budget = 50% of Total Cost
💡 Concept in Action Customers have $100. "Fast Login" costs $40. "New Dashboard" costs $70. They cannot buy both, revealing their true preference.
Visual Reference
See Buy a Feature Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], design a "Buy a Feature" session for 10 customers to identify their most valued features from our backlog."
Delivery Manager "As a Tech Lead at [Company Name], run a "Buy a Feature" game with the dev team to prioritize which Technical Debt items to fix first."
Senior Leadership "As a Leader at [Company Name], use this game to align budget spend across Sales, Marketing, and Product for next year."
ECON

CD3 (Cost of Delay Divided by Duration)

Essentially the same mathematical concept as WSJF but often applied outside of SAFe. It focuses purely on "Value Density"—how much value per unit of time does this task deliver? It is the gold standard for economic prioritization.

Formula / Core Concept
Cost of Delay / Duration
💡 Concept in Action Task A delivers $1000 of value and takes 1 day (CD3 = 1000). Task B delivers $1000 but takes 10 days (CD3 = 100). Do A first.
Visual Reference
See CD3 (Cost of Delay Divided by Duration) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], prioritize the backlog by CD3 to show stakeholders why we are doing the quick wins first."
Delivery Manager "As a DM for [Company Name], explain CD3 to the team to help them understand why speed matters."
Senior Leadership "As a Leader for [Company Name], optimize the portfolio for value density rather than just ROI."
ECON

Cost of Delay

A way of communicating the impact of time on the outcomes we hope to achieve. It combines urgency and value to help us make better decisions. It answers the question: "How much money do we lose if this is one week late?"

Formula / Core Concept
Value per Week x Weeks Delayed
💡 Concept in Action If a feature worth $10k/week is delayed by 4 weeks, the Cost of Delay is $40k. This justifies spending $5k on overtime to finish it now.
Visual Reference
See Cost of Delay Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], calculate the Cost of Delay if we launch [Feature X] in March instead of January."
Delivery Manager "As a Delivery Lead at [Company Name], help me justify fixing the CI/CD pipeline by quantifying the Cost of Delay for the team."
Senior Leadership "As a Leader at [Company Name], explain the $X/week Cost of Delay for [Project] to stakeholders to get faster budget approval."
COMPLEX

Cynefin Framework

A sense-making framework used to aid decision-making. It categorizes problems into five domains (Clear, Complicated, Complex, Chaotic, Disorder) to help leaders determine whether to apply Best Practice, Good Practice, or Emergent Practice.

Formula / Core Concept
Clear | Complicated | Complex | Chaotic
💡 Concept in Action Clear: Baking a cake (Best Practice). Complicated: Building a car (Good Practice). Complex: Stock market (Emergent Practice). Chaotic: Burning building (Act first).
Visual Reference
See Cynefin Framework Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], determine if our market entry into [Region] is a Complex or Complicated problem to decide our strategy."
Delivery Manager "As an Agile Coach for [Company Name], help the team choose between Scrum (Complex) and Kanban (Complicated) for [Project Name]."
Senior Leadership "As a Leader during the [Crisis Name], use Cynefin to determine if we are in a Chaotic state and need to act immediately."
TIME

Eisenhower Matrix

A productivity tool that organizes tasks into four quadrants based on urgency and importance. It distinguishes between tasks that feel pressing (Urgent) and those that actually contribute to long-term goals (Important).

Formula / Core Concept
Urgent vs Important
💡 Concept in Action Urgent & Important: Server crash (Do Now). Not Urgent & Important: Strategy planning (Schedule). Urgent & Not Important: Some emails (Delegate).
Visual Reference
See Eisenhower Matrix Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], audit my weekly calendar and tell me which meetings I should Delegate or Delete based on the Eisenhower Matrix."
Delivery Manager "As a Manager at [Company Name], help my team manage unplanned support tickets versus planned work using Eisenhower quadrants."
Senior Leadership "As a VP at [Company Name], help me distinguish between "Urgent" stakeholder requests and "Important" strategic work for Q4."
PRODUCT

Kano Model

A theory for product development that classifies customer preferences into three categories: "Basic" (Must-be, dissatisfaction if missing), "Performance" (Linear, more is better), and "Delighters" (Unexpected value). Over time, Delighters become Basic expectations.

Formula / Core Concept
Basic Needs vs Performance vs Delighters
💡 Concept in Action In a hotel: Clean sheets are "Basic." Free Wi-Fi speed is "Performance." A free cookie at check-in is a "Delighter."
Visual Reference
See Kano Model Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], classify our backlog into Basic, Performance, and Delighter features to ensure a balanced release."
Delivery Manager "As a Delivery Lead at [Company Name], identify which "Basic" features of [Product] are causing high churn and need immediate technical fixes."
Senior Leadership "As a VP at [Company Name], review our roadmap to ensure we are investing enough in "Delighters" to differentiate from [Competitor]."
SCOPE

MoSCoW Method

A prioritization technique used to reach a common understanding with stakeholders on the importance of each requirement for a specific release. It helps teams manage scope creep by clearly defining what will *not* be done.

Formula / Core Concept
Must, Should, Could, Won't Have
💡 Concept in Action Must: Login functionality. Should: Password reset. Could: Dark mode. Won't: Social media integration (for this release).
Visual Reference
See MoSCoW Method Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], define the MVP for our next launch by strictly selecting the "Must Haves" from this list: [Feature List]."
Delivery Manager "As a Scrum Master at [Company Name], help the team negotiate the Sprint scope by identifying "Could Haves" we can drop if we get blocked."
Senior Leadership "As a Leader at [Company Name], review the "Won't Have" list for [Project] to ensure we are aligned on what is out of scope."
DECISION

Pugh Matrix

A decision-matrix method used to evaluate multiple design options against a baseline. It provides a structured way to compare qualitative concepts by scoring them as Better (+), Worse (-), or Same (S) as the current state.

Formula / Core Concept
Criteria vs Baseline (+/-/S)
💡 Concept in Action Baseline: Current Database. Option A: MongoDB (+ Speed, - Consistency). Option B: PostgreSQL (+ Reliability, S Cost).
Visual Reference
See Pugh Matrix Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], use a Pugh Matrix to compare 3 different vendor solutions against our current manual process."
Delivery Manager "As an Architect at [Company Name], lead the team in choosing a database solution for [System] using a Pugh Matrix."
Senior Leadership "As a Leader at [Company Name], standardize our vendor selection process across the organization using the Pugh framework to reduce bias."
QUANT

RICE Scoring

A data-driven scoring system used to rank features and minimize stakeholder bias. It forces teams to quantify "Reach" (how many users), "Impact" (value per user), and "Confidence" (how sure are we?), divided by "Effort" (cost).

Formula / Core Concept
(Reach x Impact x Confidence) / Effort
💡 Concept in Action Feature A: Reach (1000 users) x Impact (3 - High) x Confidence (80%) / Effort (2 weeks). Score = 1200.
Visual Reference
See RICE Scoring Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], help me score these 5 competing features [List Features] using RICE to settle a roadmap priority dispute with Sales."
Delivery Manager "As a Delivery Lead at [Company Name], help the team estimate the "Effort" score for [Feature] based on our current velocity and known technical debt."
Senior Leadership "As a Leader at [Company Name], audit our investment roadmap to ensure we are prioritizing high-impact, high-confidence work for the upcoming quarter."
SAFE

WSJF (Weighted Shortest Job First)

A prioritization model used in SAFe to calculate the economic benefit of doing a job sooner. It prioritizes items that give the highest value (Cost of Delay) in the shortest time (Job Duration), maximizing economic flow.

Formula / Core Concept
Cost of Delay / Job Duration
💡 Concept in Action Job A has a Cost of Delay of $10k/week and takes 1 week. WSJF = 10. Job B has $20k/week CoD but takes 10 weeks. WSJF = 2. Do Job A first.
Visual Reference
See WSJF (Weighted Shortest Job First) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], help me quantify the Cost of Delay for these 3 Epics to prepare for the upcoming PI Planning session."
Delivery Manager "As a Release Train Engineer at [Company Name], facilitate a WSJF prioritization session for [ART Name] to sequence features for the next Program Increment."
Senior Leadership "As a Portfolio Manager at [Company Name], use WSJF to prioritize our portfolio of projects based on maximum economic flow."
FRAMEWORK

ACCF (Agile Coaching Competency Framework)

The Agile Coaching Institute's framework defining the four stances of a coach: Professional Coaching (neutral), Facilitating (process), Teaching (content), and Mentoring (experience), supported by mastery in Technical, Business, or Transformation domains.

Formula / Core Concept
Coaching + Facilitating + Teaching + Mentoring
💡 Concept in Action I am strong in "Teaching" and "Technical Mastery" but weak in "Professional Coaching." I need to stop giving answers and start asking questions.
Visual Reference
See ACCF (Agile Coaching Competency Framework) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a Product Leader for [Company Name], use the ACCF to identify which stance I use most with my team—am I mentoring or just directing?"
Delivery Manager "As a Scrum Master at [Company Name], self-assess my skills against the ACCF to create a learning plan for next year."
Senior Leadership "As a Leader at [Company Name], write a job description for an Agile Coach using the ACCF domains to ensure we hire the right talent."
QUESTION

Clean Language

A questioning technique that minimizes the facilitator's metaphors and assumptions, helping the client explore their own mental landscape. It prevents the coach from "leading the witness" and keeps the focus purely on the client's experience.

Formula / Core Concept
And what kind of X is that X?
💡 Concept in Action Client: "I feel stuck." Coach: "And when you are stuck, it is like what?" (Instead of asking "Are you tired?" which introduces the coach's bias).
Visual Reference
See Clean Language Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], use Clean Language ("And is there anything else about that requirement?") to uncover hidden user needs."
Delivery Manager "As a Coach at [Company Name], use Clean Language to help a team member describe their ideal retrospective."
Senior Leadership "As a Leader at [Company Name], use Clean Language to interview a candidate without leading them to the "right" answer."
CORE

GROW Model

One of the most common coaching frameworks. It provides a simple four-step structure for a coaching session: Establish the Goal, examine the current Reality, explore Options, and establish the Will (commitment) to act.

Formula / Core Concept
Goal > Reality > Options > Will
💡 Concept in Action Goal: "I want to lead." Reality: "I am quiet in meetings." Options: "Speak up first in standup." Will: "I will do it tomorrow."
Visual Reference
See GROW Model Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], help a stakeholder clarify their "Goal" for [Project] before we start discovery using the GROW model."
Delivery Manager "As a Scrum Master at [Company Name], coach a developer to solve their own blocker on [Task] using GROW questions."
Senior Leadership "As a Manager at [Company Name], set performance goals with a direct report for [Role] using the GROW stages."
NLP

Perceptual Positions

A customizable NLP tool to resolve conflict by stepping into three positions: Your own shoes (1st), the other person's shoes (2nd), and a neutral fly-on-the-wall observer (3rd). It builds empathy and objective understanding.

Formula / Core Concept
1st (Self) -> 2nd (Other) -> 3rd (Observer)
💡 Concept in Action 1st: "I am angry he is late." 2nd: "I (as him) am stressed about the traffic." 3rd: "I see two people failing to communicate expectations."
Visual Reference
See Perceptual Positions Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], use Perceptual Positions to understand why the Sales Lead is so aggressive about this feature request."
Delivery Manager "As a Scrum Master at [Company Name], facilitate a conflict resolution session between two devs using the 3 positions."
Senior Leadership "As a Leader at [Company Name], review a failed negotiation from the "3rd Position" (Observer) to find learning points."
SAFETY

Psychological Safety

The belief that you will not be punished or humiliated for speaking up with ideas, questions, concerns, or mistakes. It is the foundation of high-performing teams.

Formula / Core Concept
Innovation = Safety + Accountability
💡 Concept in Action Google found that Psychological Safety was the #1 predictor of high-performing teams (Project Aristotle). Without it, people hide errors.
Visual Reference
See Psychological Safety Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], encourage honest "bad news" in discovery sessions for [Product] without judgment."
Delivery Manager "As a Scrum Master at [Company Name], use the "Fearless Organization" checklist to measure safety levels in [Team]."
Senior Leadership "As a CEO of [Company Name], model psychological safety by publicly admitting a recent mistake I made."
FEEDBACK

Radical Candor

A management philosophy based on two dimensions: caring personally and challenging directly. It helps leaders give feedback that is kind, clear, and specific, avoiding "Ruinous Empathy" (nice but unhelpful) or "Obnoxious Aggression" (mean).

Formula / Core Concept
Care Personally + Challenge Directly
💡 Concept in Action Saying "Your code broke production because you rushed, and I know you can do better" is Radical Candor. Silence is Ruinous Empathy.
Visual Reference
See Radical Candor Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], help me say "No" to a major client request for [Feature] using the Radical Candor framework."
Delivery Manager "As a Manager at [Company Name], help me give "Hard" feedback to a senior engineer about their attitude without damaging our relationship."
Senior Leadership "As a Leader at [Company Name], encourage a culture of Radical Candor during our quarterly reviews."
NEURO

SCARF Model

A brain-based model for collaborating with and influencing others. It summarizes five social domains that activate the same reward/threat circuitry in the brain as physical survival. Managing these domains reduces social threat.

Formula / Core Concept
Status, Certainty, Autonomy, Relatedness, Fairness
💡 Concept in Action Micro-managing triggers a threat to Autonomy. Keeping secrets triggers a threat to Certainty. Promoting unfairly triggers a threat to Fairness.
Visual Reference
See SCARF Model Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], help me negotiate with a difficult stakeholder by appealing to their "Autonomy" and "Status"."
Delivery Manager "As a Manager at [Company Name], diagnose why the team is resisting the new [Process Name] using the SCARF threat filters."
Senior Leadership "As a Leader at [Company Name], draft an announcement for the reorg that minimizes "Certainty" and "Fairness" threats."
STYLE

Situational Leadership

A leadership theory stating there is no single "best" style of leadership. Effective leaders adapt their style to the maturity of the individual or group in relation to a specific task.

Formula / Core Concept
Directing | Coaching | Supporting | Delegating
💡 Concept in Action For a new Intern: Directing (High tell). For a Senior Architect: Delegating (Low tell, Low support).
Visual Reference
See Situational Leadership Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], match my communication style to the maturity of the stakeholder group for [Project]."
Delivery Manager "As a Manager at [Company Name], determine if I should be "Directing" or "Supporting" for a junior dev working on [Task]."
Senior Leadership "As a VP at [Company Name], decide which of my directors is ready for "Delegating" on the new [Initiative]."
TRAIN

TBR (Training from the Back of the Room)

An instructional design model based on brain science (4Cs). It emphasizes that "learning is not a spectator sport." It shifts focus from the teacher presenting to the learners doing.

Formula / Core Concept
Connect > Concept > Concrete > Conclusion
💡 Concept in Action Connect (Warm up). Concept (Teach theory briefly). Concrete (Practice/Do/Build). Conclusion (Summary/Takeaway).
Visual Reference
See TBR (Training from the Back of the Room) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], facilitate a product vision session for [Product] using "Connection" exercises to engage the room."
Delivery Manager "As an Agile Coach at [Company Name], design a 1-hour workshop on Scrum Basics for [Team] using the 4Cs model."
Senior Leadership "As a Leader at [Company Name], onboard new hires to [Company] with "Concrete Practice" instead of just slide decks."
LEADERSHIP

The Leadership Circle

A 360-degree leadership assessment that measures two primary domains: Creative Competencies (relationship, self-awareness, authenticity) vs. Reactive Tendencies (complying, protecting, controlling). It helps leaders move from a reactive to a creative operating system.

Formula / Core Concept
Creative Competencies vs Reactive Tendencies
💡 Concept in Action A leader scores high on "Controlling" (Reactive) which correlates negatively with "Relating" (Creative). They need to let go to scale.
Visual Reference
See The Leadership Circle Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], analyze my tendency towards "Complying" (pleasing stakeholders) versus "Achieving" (delivering value)."
Delivery Manager "As a Coach for [Company Name], use the Leadership Circle concepts to help a manager understand why their "Protecting" behavior creates toxicity."
Senior Leadership "As a VP at [Company Name], create a personal development plan to shift my primary operating system from Reactive to Creative."
CORE

50 Values Sort

A prioritization exercise where you start with a list of 50 values (Integrity, Fun, Speed, etc.) and ruthlessly eliminate them until only 3 core values remain. It forces clarity on what truly matters.

Formula / Core Concept
Select 10 -> Narrow to 3
💡 Concept in Action I kept "Freedom" but discarded "Security." This explains why I hate my bureaucratic job.
Visual Reference
See 50 Values Sort Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], determine the top 3 values of our Product (e.g., "Simplicity" over "Power") to guide design decisions."
Delivery Manager "As a Coach at [Company Name], have the team sort values to create a "Team Alliance" or Social Contract."
Senior Leadership "As a Leader at [Company Name], do a values sort to understand why I am conflicting with the board members."
FEEDBACK

Ask 5 People

A feedback gathering tool where you ask 5 colleagues two specific questions: "What is my greatest strength?" and "What is one thing holding me back?" It provides raw data on your external perception.

Formula / Core Concept
Ask 5 peers: "What is my superpower?"
💡 Concept in Action Results: 4 people said "Vision" is my strength, but 3 said "Listening" is my weakness. I have a clear blind spot.
Visual Reference
See Ask 5 People Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], ask 5 stakeholders "What is the one thing I do that blocks you?" to improve my process."
Delivery Manager "As a DM for [Company Name], facilitate an exercise where team members write one strength for every other person."
Senior Leadership "As a Leader at [Company Name], use the "Ask 5" email template to get raw feedback from the front lines."
VISUAL

Career/Life Timeline

Drawing a line representing time and marking significant emotional highs and lows. It helps identify patterns in resilience, motivation, and decision-making.

Formula / Core Concept
Draw Line -> Mark Highs/Lows
💡 Concept in Action High: Launching startup. Low: Getting fired. Pattern: I thrive in chaos but fail in structured environments.
Visual Reference
See Career/Life Timeline Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], draw a "Product Timeline" showing past pivots and failures to teach new hires our history."
Delivery Manager "As a Coach at [Company Name], use the Timeline exercise to help a report understand their career trajectory."
Senior Leadership "As a Leader at [Company Name], map the "Company Timeline" to show employees how we survived past crises."
INTENSE

Hot Seat Questioning

A facilitation format where one person sits in the center and answers rapid-fire questions from the group. It builds transparency and trust quickly by removing filters.

Formula / Core Concept
One Person + Rapid Fire Questions
💡 Concept in Action The CEO sits in the hot seat: "Why did we fire John?" "Are we running out of cash?" "What is your biggest fear?"
Visual Reference
See Hot Seat Questioning Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], put myself in the "Hot Seat" with the engineering team to answer any roadmap questions honestly."
Delivery Manager "As a Scrum Master at [Company Name], use a gentle version of Hot Seat to let the team get to know a new member."
Senior Leadership "As a Leader at [Company Name], host a "Hot Seat" AMA (Ask Me Anything) to dispel rumors during the acquisition."
STORY

Peak Experience

A coaching exercise where you ask someone to describe a moment they felt most alive, successful, or proud. You mine that story to identify their core values and strengths.

Formula / Core Concept
Identify High Point -> Extract Values
💡 Concept in Action User story: "I loved fixing that critical bug at 2am." Value identified: "Problem Solving" and "Autonomy."
Visual Reference
See Peak Experience Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], ask users about their "Peak Experience" with our product to find the core value proposition."
Delivery Manager "As a DM for [Company Name], use Peak Experience stories in a team building session to understand what motivates each member."
Senior Leadership "As a Leader at [Company Name], share my own Peak Experience to communicate my values to the company."
FUTURE

Postcard from the Future

A visioning tool where you write a postcard from your future self to your present self, describing what has been achieved and how it feels. It helps make the vision concrete and emotional.

Formula / Core Concept
Date: 1 Year from Now. Message: "We made it!"
💡 Concept in Action Dear Team, it is 2026. We just hit 1M users. It was hard, but the new architecture saved us. Celebrating now!
Visual Reference
See Postcard from the Future Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], write a postcard from the successful launch date to the team today to inspire them."
Delivery Manager "As a Coach at [Company Name], have the team write postcards from the end of the quarter to define success criteria."
Senior Leadership "As a CEO of [Company Name], write a postcard from the future to the board describing the company state in 5 years."
NLP

Vision Chairs (Disney Strategy)

A creativity strategy used by Walt Disney involving three physical chairs: The Dreamer (anything is possible), The Realist (how to organize it), and The Critic (what could go wrong). It separates these thinking modes to prevent premature criticism.

Formula / Core Concept
Dreamer + Realist + Critic
💡 Concept in Action Sit in Chair 1: "We build a flying car." Chair 2: "We need lightweight batteries." Chair 3: "Regulation will kill us." You don't critique while dreaming.
Visual Reference
See Vision Chairs (Disney Strategy) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], facilitate a "Vision Chairs" session for our 2026 roadmap brainstorming."
Delivery Manager "As a DM for [Company Name], help the team separate "Critic" thinking from "Dreamer" thinking during refinement."
Senior Leadership "As a Leader at [Company Name], identify which "Chair" I spend too much time in (e.g., Critic) and how it affects morale."
VISUAL

Wheel of Anything

A visual coaching tool where you label segments of a wheel with key areas (e.g., Life, Agile Maturity, Team Health) and score satisfaction from center (0) to edge (10). It visually reveals imbalances (flat tires).

Formula / Core Concept
8 Segments Scored 1-10
💡 Concept in Action Agile Wheel: TDD (3), Standups (8), Retro (5), Planning (6). The flat tire shows where to focus improvement efforts.
Visual Reference
See Wheel of Anything Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], create a "Product Health Wheel" (Usability, Speed, Value, Support) to visualize our current state."
Delivery Manager "As a Coach at [Company Name], run a "Wheel of Scrum" in the retro to let the team self-assess their maturity."
Senior Leadership "As a Leader at [Company Name], use a "Leadership Wheel" to balance Strategy, People, Execution, and Self-Care."
INNOVATION

Lean Startup

A methodology for developing businesses and products that aims to shorten product development cycles and rapidly discover if a proposed business model is viable. It emphasizes "Validated Learning" over elaborate planning.

Formula / Core Concept
Build -> Measure -> Learn
💡 Concept in Action Instead of building the full app, build a landing page (Build), count clicks (Measure), and decide if we pivot (Learn).
Visual Reference
See Lean Startup Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], design a "Concierge MVP" test to validate this feature without writing code."
Delivery Manager "As a DM for [Company Name], apply "Build-Measure-Learn" to our internal process changes (e.g., try a new standup format for 1 week)."
Senior Leadership "As a Leader at [Company Name], protect the "Pivot or Persevere" decision meeting from political influence."
TOOLKIT

Liberating Structures

A collection of 33 interaction patterns (like 1-2-4-All, Impromptu Networking) that allow you to unleash and involve everyone in a group, regardless of group size. It disrupts conventional, boring meetings.

Formula / Core Concept
33 Microstructures for Inclusion
💡 Concept in Action Instead of a boring presentation, use "1-2-4-All" to get the whole room generating ideas in 10 minutes.
Visual Reference
See Liberating Structures Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], use "1-2-4-All" during the roadmap brainstorming session to ensure quiet voices are heard."
Delivery Manager "As a Scrum Master at [Company Name], use "Troika Consulting" in the retrospective to solve peer problems."
Senior Leadership "As a Leader at [Company Name], replace the Town Hall Q&A with "Open Space" to let employees drive the agenda."
EVENT

Open Space Technology

A meeting format where participants create the agenda themselves. It relies on the Law of Two Feet: "If you are not learning or contributing, move somewhere else." It creates high engagement for complex issues.

Formula / Core Concept
Passion + Responsibility
💡 Concept in Action An all-day un-conference where the team posts topics like "Fixing Tech Debt" or "New AI Tools" and forms breakout groups.
Visual Reference
See Open Space Technology Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], run an Open Space session for user research topics."
Delivery Manager "As a Scrum Master at [Company Name], use Open Space for a department-wide retrospective."
Senior Leadership "As a Leader at [Company Name], trust the "Law of Two Feet" and allow employees to choose which projects they contribute to for a day."
GROUP

TRIAD Meetings

A meeting structure with three roles: The Creator (person with the issue), the Challenger (person pushing back), and the Coach (person observing/facilitating). It prevents the "echo chamber" effect and ensures balanced decisions.

Formula / Core Concept
Creator + Challenger + Coach
💡 Concept in Action PM (Issue: Scope), Tech Lead (Challenge: Feasibility), Agile Coach (Support: Process).
Visual Reference
See TRIAD Meetings Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], set up a Triad with Design and Engineering to review specs before the full team sees them."
Delivery Manager "As a Coach at [Company Name], use Triads for peer-coaching within the team (e.g., dev-dev-tester groups)."
Senior Leadership "As a Leader at [Company Name], form "Leadership Triads" to break down silos between Sales, Marketing, and Product."
ALIGNMENT

Team Canvas

A Business Model Canvas for teamwork. It aligns a team on their goals, roles, values, and rules. Great for kicking off new teams or resetting struggling ones.

Formula / Core Concept
Roles + Goals + Values + Rules
💡 Concept in Action Section: "Common Goals." Section: "Personal Goals." Section: "Weaknesses." Section: "Values."
Visual Reference
See Team Canvas Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], facilitate a Team Canvas session to align the new squad on our shared product mission."
Delivery Manager "As a Scrum Master at [Company], revisit the "Rules & Activities" section of our Team Canvas to address recent conflicts."
Senior Leadership "As a Leader at [Company], require every new project team to complete a Team Canvas in their first week."
NORMS

Working Agreements

A set of guidelines that a team voluntarily establishes for itself. These agreements outline how team members will work together to create a positive, productive process.

Formula / Core Concept
Norms + Behaviors + Logistics
💡 Concept in Action "We allow cell phones in meetings." "Core hours are 10-3." "Code review within 24 hours."
Visual Reference
See Working Agreements Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], propose a working agreement regarding "How we handle urgent feature requests" to protect the sprint."
Delivery Manager "As a Scrum Master at [Company], facilitate a session to refresh our Working Agreements because we are missing standups too often."
Senior Leadership "As a Leader at [Company], publish "Leadership Working Agreements" to model healthy behavior for the organization."
EVENT

World Cafe

A structured conversational process for knowledge sharing in which groups of people discuss a topic at several tables, with individuals switching tables periodically to cross-pollinate ideas.

Formula / Core Concept
Small Groups + Rounds + Cross-pollination
💡 Concept in Action 3 rounds of 20 mins. Round 1: "What is the problem?" Round 2: "What are the opportunities?" Round 3: "What do we do?"
Visual Reference
See World Cafe Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], use World Cafe to gather requirements from 50 stakeholders in 2 hours."
Delivery Manager "As a Facilitator at [Company Name], organize a World Cafe to discuss "Improving Quality" across 5 scrum teams."
Senior Leadership "As a Leader at [Company Name], use World Cafe to cascade the new strategy and get feedback from the entire company."
ROOT

5 Whys

An iterative interrogative technique used to explore the cause-and-effect relationships underlying a particular problem. The goal is to determine the root cause, not just treat symptoms.

Formula / Core Concept
Why? -> Why? -> Why? -> Why? -> Why?
💡 Concept in Action 1. Car stopped (Why? No gas). 2. Why? Didn't buy. 3. Why? No money. 4. Why? Spent on poker. 5. Root Cause: Gambling addiction.
Visual Reference
See 5 Whys Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], identify the real reason users are dropping off using 5 Whys."
Delivery Manager "As a DM for [Company Name], find out why the production environment crashed using 5 Whys."
Senior Leadership "As a Leader at [Company Name], investigate why our retention is dropping by asking 5 layers of "Why"."
SOLVE

A3 Thinking

A structured problem-solving and continuous-improvement approach using a single sheet of ISO A3-size paper. It forces conciseness and logic.

Formula / Core Concept
Problem Solving on 1 Sheet
💡 Concept in Action Sections: Background, Current Condition, Goal, Root Cause Analysis, Countermeasures, Check Results.
Visual Reference
See A3 Thinking Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], propose a new feature using an A3 one-pager."
Delivery Manager "As a DM for [Company Name], solve a recurring process issue using A3."
Senior Leadership "As a Leader at [Company Name], mentor others in logical thinking using A3."
ROOT

Fishbone Diagram (Ishikawa)

A visualization tool for categorizing the potential causes of a problem in order to identify its root causes. It looks like a fish skeleton.

Formula / Core Concept
Problem -> Categories (People, Process, Tech, Env)
💡 Concept in Action Head: "Server Crash." Bones: "Code (Bug)", "Environment (Overheat)", "People (Tired)", "Process (No Review)."
Visual Reference
See Fishbone Diagram (Ishikawa) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], lead a Fishbone session to find the root cause of our declining user retention."
Delivery Manager "As a DM at [Company], use a Fishbone diagram in the retro to dissect why the release failed, looking beyond just "human error.""
Senior Leadership "As a Leader at [Company], ask teams to present a Fishbone analysis along with any request for additional headcount."
WALK

Gemba Walk

An activity where management goes to the front lines (Gemba) to look for waste and opportunities. The objective is to understand the value stream and its problems directly, not via reports.

Formula / Core Concept
Go See / Ask Why / Respect
💡 Concept in Action A manager walks through the call center listening to calls to understand why customers are angry, rather than reading a summary.
Visual Reference
See Gemba Walk Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], walk the user journey step-by-step."
Delivery Manager "As a DM for [Company Name], review the code review process with the team."
Senior Leadership "As a Leader at [Company Name], connect with teams on the "floor" to understand reality."
LEVEL

Heijunka (Leveling)

The leveling of production by both volume and product mix. It avoids peaks and valleys in workload, reducing Mura (unevenness) and Muri (overburden).

Formula / Core Concept
Leveling Volume + Mix
💡 Concept in Action Instead of 100 features in Week 1 and 0 in Week 2, plan for 50 in Week 1 and 50 in Week 2 to maintain steady pace.
Visual Reference
See Heijunka (Leveling) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], plan feature releases to avoid a "Big Bang" launch that overloads support."
Delivery Manager "As a DM for [Company Name], smooth our sprint workload to avoid a week-2 rush and burnout."
Senior Leadership "As a Leader at [Company Name], level the demand for shared resources across 5 teams."
TIME

JIT (Just-in-Time)

A management strategy that aligns raw-material orders from suppliers directly with production schedules to decrease waste and inventory costs.

Formula / Core Concept
Right Item @ Right Time
💡 Concept in Action Don't write detailed specs for a feature 6 months away. Write them just before the sprint starts.
Visual Reference
See JIT (Just-in-Time) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], define specs "Just in Time" for development."
Delivery Manager "As a DM for [Company Name], make decisions at the last responsible moment."
Senior Leadership "As a Leader at [Company Name], reduce inventory of "Unreleased Code"."
AUTO

Jidoka (Autonomation)

Providing machines and operators the ability to detect when an abnormal condition has occurred and immediately stop work. It builds quality into the process.

Formula / Core Concept
Automation with Human Touch
💡 Concept in Action Automated tests run on every commit. If a test fails, the system automatically rejects the merge.
Visual Reference
See Jidoka (Autonomation) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], auto-detect user errors in the form flow."
Delivery Manager "As a DM for [Company Name], implement automated testing with human review."
Senior Leadership "As a Leader at [Company Name], invest in "Built-in Quality" systems."
GROWTH

Kaizen (Continuous Improvement)

The philosophy of continuous improvement. It assumes that our way of life deserves to be constantly improved. In business, it means everyone, everywhere, improving every day.

Formula / Core Concept
Standardize -> Measure -> Improve
💡 Concept in Action Toyota employees stop the line to fix a small bolt issue, preventing a massive recall later. 1% better every day.
Visual Reference
See Kaizen (Continuous Improvement) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], use Kaizen to slowly optimize our user onboarding funnel."
Delivery Manager "As a DM for [Company Name], identify one "1%" improvement we can make to our CI/CD pipeline today."
Senior Leadership "As a Leader at [Company Name], reward small, incremental wins to build a Kaizen culture."
ROOM

Obeya (Big Room)

Japanese for "Big Room." It is a form of visual management where all project information (metrics, risks, timeline) is displayed on walls to facilitate communication and decision-making.

Formula / Core Concept
Big Room Planning
💡 Concept in Action A physical or digital room with the Schedule, Risks, Metrics, and Architecture displayed for all to see.
Visual Reference
See Obeya (Big Room) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], set up a virtual Obeya for the program."
Delivery Manager "As a DM for [Company Name], visualize dependencies on the Obeya wall."
Senior Leadership "As a Leader at [Company Name], review portfolio status in the Obeya room."
CYCLE

PDCA (Deming Cycle)

An iterative four-step management method used for the control and continuous improvement of processes and products. It is the scientific method applied to business.

Formula / Core Concept
Plan -> Do -> Check -> Act
💡 Concept in Action Plan: "New login flow." Do: "Build it." Check: "Measure conversion." Act: "Standardize or Revert."
Visual Reference
See PDCA (Deming Cycle) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], structure our next experiment for [Feature] using the PDCA cycle to ensure we actually learn from it."
Delivery Manager "As a DM at [Company], teach the team that a Retrospective without the "Act" (Adjustment) phase breaks the PDCA cycle."
Senior Leadership "As a Leader at [Company], enforce PDCA thinking in all funding requests—what is the hypothesis and how will we Check it?"
PROCESS

SIPOC

A tool used to define the inputs and outputs of one or more processes in table form. It is excellent for mapping dependencies and clarity before starting work.

Formula / Core Concept
Supplier -> Input -> Process -> Output -> Customer
💡 Concept in Action S: Users. I: Data. P: Processing Algorithm. O: Report. C: Manager.
Visual Reference
See SIPOC Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], create a SIPOC map for the [Feature Name] to ensure we haven't missed any upstream data dependencies."
Delivery Manager "As a DM at [Company], use SIPOC to clarify the "Definition of Ready"—who supplies the inputs for our sprint?"
Senior Leadership "As a Leader at [Company], use SIPOC to identify high-level value streams across departments."
HABIT

Toyota Kata

Structured routines (Katas) for Improvement and Coaching. It focuses on practicing scientific thinking daily rather than relying on occasional projects.

Formula / Core Concept
Improvement + Coaching
💡 Concept in Action The Improvement Kata: 1. Understand the Direction. 2. Grasp Current Condition. 3. Establish Target Condition. 4. Experiment.
Visual Reference
See Toyota Kata Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], practice daily discovery routines."
Delivery Manager "As a DM for [Company Name], focus on daily improvement steps towards the goal."
Senior Leadership "As a Leader at [Company Name], coach managers using the Coaching Kata."
FLOW

Value Stream Map

A lean-management method for analyzing the current state and designing a future state for the series of events that take a product or service from its beginning to the customer. It exposes waste.

Formula / Core Concept
Value Added Time / Total Lead Time
💡 Concept in Action Mapping "Code Commit" to "Deploy." We find that code sits in "Waiting for Review" for 3 days. This is waste.
Visual Reference
See Value Stream Map Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], identify which product features are "Waste" and remove them."
Delivery Manager "As a DM for [Company Name], map our code-to-deploy process to find "Waiting" waste."
Senior Leadership "As a Leader at [Company Name], optimize our end-to-end customer onboarding value stream."
TOOL

Disciplined Agile (DA)

A toolkit that provides simple guidance to help organizations choose their way of working (WoW) in a context-sensitive manner. It acknowledges that one process does not fit all.

Formula / Core Concept
Way of Working (WoW)
💡 Concept in Action Choosing between an "Exploratory" lifecycle for a startup project vs a "Program" lifecycle for a large migration.
Visual Reference
See Disciplined Agile (DA) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], select the appropriate lifecycle (e.g., Agile, Lean) for the project context."
Delivery Manager "As a DM for [Company Name], facilitate a session to choose our team's Way of Working."
Senior Leadership "As a Leader at [Company Name], promote enterprise awareness over sub-optimization."
QUALITY

DoD vs DoR

Quality gates in Agile. Definition of Ready (DoR) is the checklist for a story to enter a sprint. Definition of Done (DoD) is the checklist to release it.

Formula / Core Concept
Ready (Input) -> Done (Output)
💡 Concept in Action DoR: Specs written, UI designed. DoD: Code reviewed, Tests passed, Docs updated.
Visual Reference
See DoD vs DoR Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], ensure stories meet the Definition of Ready before the sprint."
Delivery Manager "As a DM for [Company Name], hold the team accountable to the Definition of Done."
Senior Leadership "As a Leader at [Company Name], standardize quality criteria across teams."
FLOW

Kanban Method

A strategy for optimizing the flow of value through a process that uses a visual, pull-based system. Key practices include visualizing work and limiting Work In Progress (WIP).

Formula / Core Concept
Visualize + Limit WIP + Manage Flow
💡 Concept in Action A board with "To Do (5)", "Doing (3)", "Done". No new card enters "Doing" until one leaves.
Visual Reference
See Kanban Method Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], manage the flow of discovery items upstream using a Kanban board."
Delivery Manager "As a DM for [Company Name], set WIP limits to improve the team's cycle time."
Senior Leadership "As a Leader at [Company Name], visualize the portfolio workflow using a Kanban system."
SCALE

LeSS (Large Scale Scrum)

Large-Scale Scrum (LeSS) is a framework for scaling Scrum to multiple teams who work together on a single product. It minimizes prescription and maximizes experimentation.

Formula / Core Concept
One Product Owner + Many Teams
💡 Concept in Action One Product Backlog, One Product Owner, 5 Teams. They plan together and review together.
Visual Reference
See LeSS (Large Scale Scrum) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], manage a single Product Backlog for multiple teams to minimize local optimization."
Delivery Manager "As a DM for [Company Name], facilitate a joint Retrospective for multiple teams sharing a product."
Senior Leadership "As a Leader at [Company Name], descale the organization to support the LeSS structure."
SCALE

Nexus Framework

A framework that binds together 3-9 Scrum Teams working on a single Product Goal. It focuses heavily on managing cross-team dependencies.

Formula / Core Concept
Nexus Integration Team + Scrum Teams
💡 Concept in Action A specific "Integration Team" ensures that code from Team A doesn't break Team B's work daily.
Visual Reference
See Nexus Framework Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], align goals across the Nexus to ensure a cohesive product increment."
Delivery Manager "As a Scrum Master at [Company Name], participate in the Nexus Daily Scrum to resolve dependencies."
Senior Leadership "As a Leader at [Company Name], resource the Nexus Integration Team adequately."
SCALE

SAFe (Scaled Agile Framework)

Scaled Agile Framework (SAFe) is a set of organization and workflow patterns for implementing agile practices at an enterprise scale. It synchronizes alignment, collaboration, and delivery.

Formula / Core Concept
Essential | Large Solution | Portfolio
💡 Concept in Action Aligning 10 teams (100 people) onto a single "Agile Release Train" that synchronizes every 10 weeks (PI Planning).
Visual Reference
See SAFe (Scaled Agile Framework) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], prepare Feature definitions for the upcoming PI Planning."
Delivery Manager "As an RTE at [Company Name], coordinate the Agile Release Train to ensure synchronized delivery."
Senior Leadership "As a Leader at [Company Name], implement Lean Portfolio Management to align strategy with execution."
CORE

Scrum Framework

A lightweight framework that helps people, teams and organizations generate value through adaptive solutions for complex problems. It relies on transparency, inspection, and adaptation.

Formula / Core Concept
3-5-3 (Roles, Events, Artifacts)
💡 Concept in Action Roles: PO, SM, Devs. Events: Sprint, Planning, Daily, Review, Retro. Artifacts: Backlog, Increment.
Visual Reference
See Scrum Framework Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], refine the Product Backlog to ensure it is ready for Sprint Planning."
Delivery Manager "As a Scrum Master at [Company Name], facilitate the Sprint Retrospective to drive improvement."
Senior Leadership "As a Leader at [Company Name], support the Scrum process by removing organizational impediments."
HYBRID

Scrumban

A hybrid framework that combines the structure of Scrum with the flow-based methods of Kanban. Ideal for maintenance teams or product teams evolving from Scrum.

Formula / Core Concept
Scrum Structure + Kanban Flow
💡 Concept in Action Keeping the Daily Standup and Retrospective (Scrum) but removing Sprints and using WIP limits (Kanban).
Visual Reference
See Scrumban Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], prioritize features continuously rather than in batch sprints."
Delivery Manager "As a DM for [Company Name], transition the team from time-boxed Sprints to a flow-based pull system."
Senior Leadership "As a Leader at [Company Name], support the team in evolving their process beyond standard Scrum."
MODEL

Spotify Model

A people-driven, autonomous approach for scaling agile that emphasizes the importance of culture and network. It is not a formal framework but a model of how Spotify organized.

Formula / Core Concept
Squads + Tribes + Chapters + Guilds
💡 Concept in Action Squad (Team). Tribe (Collection of Squads). Chapter (Line Management/Skill). Guild (Interest Group).
Visual Reference
See Spotify Model Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], align my Squad to the broader Tribe mission."
Delivery Manager "As a Chapter Lead at [Company Name], focus on the professional growth of my chapter members."
Senior Leadership "As a Leader at [Company Name], structure the organization into Tribes to reduce dependencies."
TECH

XP (Extreme Programming)

An agile software development framework that aims to produce higher quality software and higher quality of life for the development team. Focuses heavily on engineering practices.

Formula / Core Concept
Values + Principles + Practices
💡 Concept in Action Practices: Pair Programming, Test-Driven Development (TDD), Continuous Integration, Sustainable Pace.
Visual Reference
See XP (Extreme Programming) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], support the team's request to pair program to improve quality."
Delivery Manager "As a DM for [Company Name], coach the team on Test-Driven Development (TDD) practices."
Senior Leadership "As a Leader at [Company Name], invest in technical excellence to enable agility."
SCOPE

Burn-up Chart

A chart that tracks progress towards a project's completion. Unlike a burn-down chart, it clearly shows when scope has been added to the project.

Formula / Core Concept
Total Scope vs Completed
💡 Concept in Action The "Total Scope" line jumps up when new features are requested, showing why the project will take longer.
Visual Reference
See Burn-up Chart Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], use a Burn-up chart to visualize scope creep to stakeholders."
Delivery Manager "As a DM for [Company Name], project the completion date based on the Burn-up trend."
Senior Leadership "As a Leader at [Company Name], share the Release Burn-up with the board for transparency."
VIEW

CFD (Cumulative Flow Diagram)

A cumulative flow diagram (CFD) is an area graph that shows the quantity of work in a given state, showing arrival, time in queue, quantity in queue, and departure.

Formula / Core Concept
Arrival Rate vs Departure Rate
💡 Concept in Action If the "Testing" band is getting wider and wider, it visually proves a bottleneck in QA.
Visual Reference
See CFD (Cumulative Flow Diagram) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], check the CFD to see if the backlog is growing faster than delivery."
Delivery Manager "As a DM for [Company Name], spot bottlenecks visually by looking for widening bands on the CFD."
Senior Leadership "As a Leader at [Company Name], use the CFD to analyze the health and stability of the process."
SPEED

Cycle Time

The amount of time that elapses from the moment work starts on an item until it is finished. It measures the speed of the team.

Formula / Core Concept
End Time - Start Time
💡 Concept in Action A developer picks up a ticket on Monday at 9am. It is deployed on Wednesday at 9am. Cycle Time = 48 hours.
Visual Reference
See Cycle Time Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], work to reduce the size of requests to improve Cycle Time."
Delivery Manager "As a DM for [Company Name], analyze outliers in Cycle Time to find process bottlenecks."
Senior Leadership "As a Leader at [Company Name], monitor Cycle Time as a key indicator of delivery capability."
DEVOPS

DORA Metrics

Four key metrics defined by the DevOps Research and Assessment (DORA) group that indicate high software delivery performance.

Formula / Core Concept
Freq + Lead Time + Failure Rate + Restore Time
💡 Concept in Action Deployment Frequency (How often?), Lead Time for Changes (How fast?), Change Failure Rate (How buggy?), Time to Restore (How resilient?).
Visual Reference
See DORA Metrics Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], balance speed (Frequency) with stability (Failure Rate)."
Delivery Manager "As a DM for [Company Name], use DORA metrics to benchmark our engineering performance against the industry."
Senior Leadership "As a Leader at [Company Name], invest in platform engineering to improve DORA scores."
WASTE

Flow Efficiency

The ratio of time spent actually working on an item versus the time it spends waiting. High efficiency means less waste.

Formula / Core Concept
Value Added Time / Total Lead Time
💡 Concept in Action If a task takes 10 days (Lead Time) but only 1 day of work (Value Time), Efficiency is 10%.
Visual Reference
See Flow Efficiency Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], focus on reducing wait states (approvals, reviews) to improve efficiency."
Delivery Manager "As a DM for [Company Name], measure touch time vs wait time to show where the process is broken."
Senior Leadership "As a Leader at [Company Name], target a Flow Efficiency of >15% (industry standard is often <5%)."
WAIT

Lead Time

The latency between the initiation and execution of a process. In software, it usually means time from "Customer Request" to "Release."

Formula / Core Concept
Delivery - Request
💡 Concept in Action Customer requests a feature in Jan. Work starts in Feb. Released in March. Lead Time = 2 Months.
Visual Reference
See Lead Time Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], manage customer expectations based on historical Lead Time."
Delivery Manager "As a DM for [Company Name], work to reduce waiting time in the system to improve Lead Time."
Senior Leadership "As a Leader at [Company Name], focus on optimizing the entire system flow to reduce Lead Time."
PROB

Monte Carlo Simulation

A mathematical technique that generates thousands of possible outcomes based on historical data to predict future dates with probability. It replaces "gut feel" estimation with data.

Formula / Core Concept
Thousands of Simulations
💡 Concept in Action Input: Last 20 weeks of throughput. Output: "85% chance of finishing these 10 items by March 15th."
Visual Reference
See Monte Carlo Simulation Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], use Monte Carlo to forecast a release date range with 85% confidence."
Delivery Manager "As a DM for [Company Name], explain why a probabilistic forecast is better than a single date."
Senior Leadership "As a Leader at [Company Name], assess the risk profile of the portfolio using probability."
MOOD

Niko-Niko Calendar

A visual calendar where team members track their mood at the end of each day using a smiley face, stickers, or color codes. It detects burnout or frustration trends *before* the retrospective.

Formula / Core Concept
Daily Mood Tracking (Happy/Neutral/Sad)
💡 Concept in Action Monday: All Green. Tuesday: Deployment failed (All Red). Wednesday: Recovery (Yellow). It visualizes the emotional toll of incidents.
Visual Reference
See Niko-Niko Calendar Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], I see the team's mood dips every Thursday. Is this related to our weekly stakeholder review meeting?"
Delivery Manager "As a Scrum Master at [Company], use the Niko-Niko calendar data in the Retro to discuss "Why was Tuesday so hard for everyone?""
Senior Leadership "As a Leader at [Company], recognize that sustained "Red" days on the Niko-Niko calendar is a leading indicator of attrition."
HEALTH

Squad Health Check (Spotify)

A workshop to visualize the health of a team across multiple dimensions (e.g., Easy to Release, Fun, Support, Mission). It provides a balanced view of team morale and process health, going deeper than velocity.

Formula / Core Concept
Traffic Lights (Green/Amber/Red) on Dimensions
💡 Concept in Action Dimension: "Fun." Result: "Amber." Team says: "Work is interesting, but the tools are slow and frustrating."
Visual Reference
See Squad Health Check (Spotify) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], use the Health Check output to understand why "Speed" is Red and what product decisions are slowing the team down."
Delivery Manager "As a Scrum Master at [Company], facilitate a quarterly Squad Health Check to track trends in team morale and technical health."
Senior Leadership "As a Leader at [Company], look at the aggregated Health Checks across tribes to find systemic organizational blockers (e.g., everyone is Red on "Deployment")."
COUNT

Throughput

The number of units of information or items a system can process in a given amount of time. It is the primary metric for Flow.

Formula / Core Concept
Items / Time Period
💡 Concept in Action The team delivered 5 stories last week and 6 stories this week. Throughput = 5.5 items/week.
Visual Reference
See Throughput Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], track throughput to understand how many items we deliver per week."
Delivery Manager "As a DM for [Company Name], monitor throughput trends to spot process degradation."
Senior Leadership "As a Leader at [Company Name], balance the focus between Throughput (quantity) and Quality."
CAPACITY

Velocity

A metric used in Scrum to measure the amount of work a team can tackle during a single Sprint. It is useful for capacity planning but should not be used for performance comparison.

Formula / Core Concept
Points Completed / Sprint
💡 Concept in Action Sprint 1: 20 pts. Sprint 2: 22 pts. Sprint 3: 18 pts. Average Velocity = 20.
Visual Reference
See Velocity Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], use average velocity to plan the roadmap for the next quarter."
Delivery Manager "As a DM for [Company Name], help the team stabilize their velocity to become predictable."
Senior Leadership "As a Leader at [Company Name], use velocity for capacity planning, not for performance management."
FLOW

WIP Limits

Constraints applied to the amount of work in progress (WIP) at any one time. Lower WIP leads to faster Cycle Time (Little's Law).

Formula / Core Concept
Stop Starting, Start Finishing
💡 Concept in Action We set a limit of 3 items in "Development." We cannot pull a 4th item until one moves to "Testing."
Visual Reference
See WIP Limits Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], respect the WIP limit and do not push "just one more tiny task" into the sprint."
Delivery Manager "As a DM for [Company Name], calculate the optimal WIP limit for our team size using Little's Law."
Senior Leadership "As a Leader at [Company Name], apply WIP limits to the Portfolio (Project) level, not just the task level."
MORALE

eNPS (Employee Net Promoter Score)

A metric to measure employee loyalty and engagement. It asks: "On a scale of 0-10, how likely are you to recommend working here to a friend?" It is a lagging indicator of culture health.

Formula / Core Concept
% Promoters - % Detractors
💡 Concept in Action Promoters (9-10): 40%. Detractors (0-6): 20%. eNPS = 20. (Scores above 0 are good, above 30 are great).
Visual Reference
See eNPS (Employee Net Promoter Score) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], realized that low eNPS in the engineering team usually precedes a drop in product quality. How can we improve developer experience?"
Delivery Manager "As a DM for [Company], track the "Sprint eNPS" (How likely are you to recommend this team?) to measure micro-culture health."
Senior Leadership "As a VP of Engineering, our eNPS dropped by 10 points. Help me draft a town hall address to acknowledge the dissatisfaction and propose actions."
RISK

Assumption Mapping

A team exercise to identify and prioritize the assumptions underlying a new product or feature idea. It places assumptions on a 2x2 grid: Important vs. Known.

Formula / Core Concept
Important vs Known
💡 Concept in Action Assumption: "Users want to pay with Crypto." High Importance, Low Evidence (Unknown). Action: Test immediately.
Visual Reference
See Assumption Mapping Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], identify the riskiest assumptions in our plan for [Product]."
Delivery Manager "As a DM for [Company Name], spike technical risks identified in the Assumption Map."
Senior Leadership "As a Leader at [Company Name], de-risk our Q4 strategy by focusing on "Unknown/Important" areas."
BIZ

Business Model Canvas

A strategic management template for developing new or documenting existing business models. It visualizes the entire business on one page.

Formula / Core Concept
9 Building Blocks
💡 Concept in Action Blocks: Value Prop, Customer Segments, Channels, Revenue Streams, Cost Structure, Key Partners, etc.
Visual Reference
See Business Model Canvas Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], draft a Business Model Canvas for our new AI service."
Delivery Manager "As a DM for [Company Name], understand the wider business context for our work."
Senior Leadership "As a Leader at [Company Name], pivot our business model by adjusting blocks in the BMC."
DESIGN

Crazy 8s

A core Design Sprint method. It is a fast sketching exercise that challenges people to sketch eight distinct ideas in eight minutes. It pushes past the first "obvious" idea.

Formula / Core Concept
8 Sketches in 8 Minutes
💡 Concept in Action Fold paper into 8 squares. Minute 1: Sketch idea 1. Minute 2: Sketch idea 2 (must be different). Repeat.
Visual Reference
See Crazy 8s Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], run a Crazy 8s session with the engineers to generate UI concepts for [Feature]."
Delivery Manager "As a Facilitator at [Company], use Crazy 8s to brainstorm 8 different ways we could improve our daily standup."
Senior Leadership "As a Leader at [Company], force the strategy team to do Crazy 8s on "Revenue Streams" to break out of conventional thinking."
DESIGN

Double Diamond

A design process model popularized by the British Design Council. It consists of two diamonds: the first for research/definition (problem space) and the second for prototyping/delivery (solution space).

Formula / Core Concept
Discover > Define > Develop > Deliver
💡 Concept in Action Diamond 1: Interview 20 users (Diverge) -> Select Top Problem (Converge). Diamond 2: Brainstorm solutions (Diverge) -> Build MVP (Converge).
Visual Reference
See Double Diamond Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], plan a Discovery phase for [Feature] before moving to Delivery."
Delivery Manager "As a DM for [Company Name], integrate design sprints into the agile cadence using Double Diamond."
Senior Leadership "As a Leader at [Company Name], ensure teams have enough time for the "Discover" phase."
USER

Empathy Map

A collaborative visualization used to articulate what we know about a particular type of user. It externalizes knowledge about users in order to create a shared understanding of user needs and aid in decision making.

Formula / Core Concept
Says, Thinks, Does, Feels
💡 Concept in Action Says: "I'm busy." Does: Clicks hurriedly. Thinks: "This is confusing." Feels: Anxious.
Visual Reference
See Empathy Map Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], create an Empathy Map for our [Target Persona] to help the dev team understand the user's frustration."
Delivery Manager "As a DM at [Company], create an Empathy Map for "Our Stakeholders" to help the team understand the pressure they are under."
Senior Leadership "As a Leader at [Company], review the Customer Empathy Maps before approving the annual marketing budget."
GOAL

Impact Mapping

A strategic planning technique that acts as a roadmap to the organization's goals. It prevents scope creep by ensuring every deliverable links back to a goal.

Formula / Core Concept
Goal > Actor > Impact > Deliverable
💡 Concept in Action Goal: Increase Sales. Actor: Shopper. Impact: Buy faster. Deliverable: One-click checkout.
Visual Reference
See Impact Mapping Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], link proposed features back to business goals using an Impact Map."
Delivery Manager "As a DM for [Company Name], prevent scope creep by checking if tasks map to an Impact."
Senior Leadership "As a Leader at [Company Name], align the roadmap to organizational strategy using Impact Mapping."
USER

Jobs to be Done

A theory that consumers buy products to get a specific "job" done. It shifts focus from demographics to needs and context.

Formula / Core Concept
Situation + Motivation + Expected Outcome
💡 Concept in Action People don't buy a drill; they buy a hole. The "Job" is hanging a picture frame.
Visual Reference
See Jobs to be Done Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], write Job Stories for our core users to clarify their motivation."
Delivery Manager "As a DM for [Company Name], focus the development team on the user outcomes, not just the output."
Senior Leadership "As a Leader at [Company Name], shift the product strategy from personas to Jobs to be Done."
TEST

MVP (Minimum Viable Product)

Minimum Viable Product. A version of a product with just enough features to be usable by early customers who can then provide feedback for future product development.

Formula / Core Concept
Build > Measure > Learn
💡 Concept in Action Dropbox started as a video explaining the concept (MVP) before building the complex sync code.
Visual Reference
See MVP (Minimum Viable Product) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], define the smallest build to test hypothesis [X] for [Product]."
Delivery Manager "As a DM for [Company Name], ensure the team builds for learning, not just for scale."
Senior Leadership "As a Leader at [Company Name], support an iterative launch strategy over a "Big Bang"."
TREE

Opportunity Solution Tree

A visual representation of the paths you might take to reach a desired outcome. It helps teams visualize their discovery work and avoid latching onto the first solution.

Formula / Core Concept
Outcome > Opportunity > Solution > Experiment
💡 Concept in Action Outcome: Increase Retention. Opportunity: Users feel lonely. Solution: Add Chat. Experiment: Fake Door Test for Chat.
Visual Reference
See Opportunity Solution Tree Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], build an Opportunity Solution Tree for [Outcome] to structure discovery."
Delivery Manager "As a DM for [Company Name], track which experiments are validating our solutions."
Senior Leadership "As a Leader at [Company Name], review the logic of our discovery process using the OST."
MOCK

Prototyping

An early sample, model, or release of a product built to test a concept or process. It ranges from paper sketches (Low-Fi) to clickable mockups (High-Fi).

Formula / Core Concept
Low-Fi -> High-Fi
💡 Concept in Action Sketching a new app screen on a whiteboard (Low-Fi) to see if the flow makes sense before coding.
Visual Reference
See Prototyping Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], test paper prototypes with 5 users before writing code."
Delivery Manager "As a DM for [Company Name], encourage the team to fail fast cheaply via prototyping."
Senior Leadership "As a Leader at [Company Name], validate market demand before approving the full build."
CREATIVE

SCAMPER

A checklist tool that helps you think of changes you can make to an existing product to create a new one. It forces lateral thinking.

Formula / Core Concept
Substitute, Combine, Adapt, Modify, Put to other use, Eliminate, Reverse
💡 Concept in Action Eliminate: "Remove the keyboard (iPhone)." Combine: "Phone + Camera." Reverse: "Uber (Driver finds you)."
Visual Reference
See SCAMPER Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], use SCAMPER to brainstorm 7 radical variations of our current [Product Name]."
Delivery Manager "As a Facilitator at [Company], run a SCAMPER workshop to help the team find creative solutions to technical debt."
Senior Leadership "As a Leader at [Company], use SCAMPER to challenge the business model—what if we "Eliminated" our biggest cost center?"
SYSTEM

Service Blueprint

A diagram that visualizes the relationships between different service components—people, props (physical or digital evidence), and processes—that are directly tied to touchpoints in a specific customer journey.

Formula / Core Concept
User Actions + Frontstage + Backstage + Support
💡 Concept in Action User clicks "Buy." Frontstage: Website confirms. Backstage: Warehouse prints label. Support: Inventory system updates.
Visual Reference
See Service Blueprint Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], create a Service Blueprint to identify the "Backstage" points of failure in our user onboarding."
Delivery Manager "As a Tech Lead at [Company], map the "Support Processes" (APIs, DBs) to the user journey to see where latency hurts experience."
Senior Leadership "As a COO at [Company], use a Service Blueprint to identify operational silos that are causing customer delays."
JOURNEY

Story Mapping

A method for arranging user stories to create a more holistic view of how they fit into the overall user experience. It creates a 2D map of the product.

Formula / Core Concept
Backbone + User Tasks + Details
💡 Concept in Action Horizontal Axis: User Journey (Sign up -> Search -> Buy). Vertical Axis: Priority (MVP features at top, nice-to-haves at bottom).
Visual Reference
See Story Mapping Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], create a User Story Map for the new checkout flow."
Delivery Manager "As a DM for [Company Name], plan the next release by slicing the Story Map horizontally."
Senior Leadership "As a Leader at [Company Name], use Story Maps to visualize the whole product for stakeholders."
VALUE

Value Prop Canvas

A tool to ensure that a product or service is positioned around what the customer values and needs. It fits into the "Value Proposition" and "Customer Segment" blocks of the BMC.

Formula / Core Concept
Customer Profile + Value Map
💡 Concept in Action Customer Pain: "Waiting for taxi." Product Pain Reliever: "Track taxi on map."
Visual Reference
See Value Prop Canvas Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], map our product's pain relievers to the customer's pains."
Delivery Manager "As a DM for [Company Name], ensure the features we build align with the Value Map."
Senior Leadership "As a Leader at [Company Name], refine our product-market fit using the Value Prop Canvas."
FUTURE

2nd Order Thinking

Thinking beyond the immediate result (First Order) to the subsequent effects (Second and Third Order). "And then what?"

Formula / Core Concept
And then what?
💡 Concept in Action 1st Order: Save money by firing QA. 2nd Order: Bugs increase. 3rd Order: Customers leave. Result: Lost money.
Visual Reference
See 2nd Order Thinking Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], analyze the long-term impact of this price change."
Delivery Manager "As a DM for [Company Name], assess the ripple effects of this architectural decision."
Senior Leadership "As a Leader at [Company Name], evaluate the unintended consequences of the new policy."
THINK

6 Thinking Hats

A tool for group discussion and individual thinking involving six colored hats. It provides a means for groups to think together more effectively by separating modes of thinking.

Formula / Core Concept
White, Red, Black, Yellow, Green, Blue
💡 Concept in Action Black Hat: Risks. Yellow Hat: Benefits. Green Hat: Creativity. Red Hat: Emotions.
Visual Reference
See 6 Thinking Hats Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], use the "Black Hat" to explore risks for the new feature."
Delivery Manager "As a DM for [Company Name], facilitate a retrospective using 6 Thinking Hats."
Senior Leadership "As a Leader at [Company Name], run a strategy session ensuring all perspectives are covered."
NEGOT

FBI Stairs (Behavioral Change)

The Behavioral Change Stairway Model used by FBI negotiators. It emphasizes Active Listening and Empathy before trying to Influence behavior.

Formula / Core Concept
Empathy > Rapport > Influence
💡 Concept in Action Don't just say "Do this." First listen (Active Listening), then understand feelings (Empathy), then bond (Rapport), then ask (Influence).
Visual Reference
See FBI Stairs (Behavioral Change) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], use Active Listening to build rapport with a difficult client."
Delivery Manager "As a DM for [Company Name], resolve conflict between developers using the stairway model."
Senior Leadership "As a Leader at [Company Name], influence peers by first establishing empathy."
LOGIC

First Principles Thinking

A basic assumption that cannot be deduced from any other proposition. Thinking from first principles means breaking a problem down to its basic elements and rebuilding it.

Formula / Core Concept
Break down to truths
💡 Concept in Action Elon Musk: "Battery packs are expensive? Break it down. Costs are metal + plastic. Buy metal on exchange -> Cheap battery."
Visual Reference
See First Principles Thinking Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], rethink the user problem from scratch, ignoring analogies."
Delivery Manager "As a DM for [Company Name], solve a technical blocker by breaking it down to basics."
Senior Leadership "As a Leader at [Company Name], innovate our strategy by questioning core assumptions."
BIAS

Ladder of Inference

A model of the steps we use to make sense of situations and act. It helps us avoid jumping to conclusions based on biased assumptions.

Formula / Core Concept
Data > Meaning > Action
💡 Concept in Action Data: Jon is late. Interpretation: Jon doesn't care. Action: Fire Jon. Ladder check: Maybe Jon had a flat tire?
Visual Reference
See Ladder of Inference Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], check my assumptions about user behavior against data."
Delivery Manager "As a DM for [Company Name], resolve a misunderstanding by walking down the ladder."
Senior Leadership "As a Leader at [Company Name], challenge my own biases before making a decision."
80/20

Pareto Principle

The observation that for many events, roughly 80% of the effects come from 20% of the causes.

Formula / Core Concept
80% Effects from 20% Causes
💡 Concept in Action 20% of the bugs cause 80% of the crashes. Fix those 20% first.
Visual Reference
See Pareto Principle Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], find the top 20% of features that drive 80% of value."
Delivery Manager "As a DM for [Company Name], fix the top 20% of bugs causing 80% of the crashes."
Senior Leadership "As a Leader at [Company Name], focus attention on the top 20% of clients."
GRID

Power/Interest Grid

A technique for categorizing stakeholders based on their power (authority) and interest (concern) regarding the project. It helps in planning communication strategies.

Formula / Core Concept
Manage Closely vs Monitor
💡 Concept in Action High Power, Low Interest (e.g., CFO): Keep Satisfied. High Power, High Interest (e.g., Sponsor): Manage Closely.
Visual Reference
See Power/Interest Grid Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], map key stakeholders for [Project] to plan communication."
Delivery Manager "As a DM for [Company Name], ensure we are keeping high-interest stakeholders informed."
Senior Leadership "As a Leader at [Company Name], identify key influencers who can support [Initiative]."
RISK

Pre-Mortem

A strategy where a project team imagines a future project failure, and then works backward to determine what potentially could lead to the failure.

Formula / Core Concept
Future Failure Analysis
💡 Concept in Action Team: "It is 6 months from now and the launch failed." Reason: "The server couldn't handle the load." Solution: Load test now.
Visual Reference
See Pre-Mortem Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], imagine the launch failed 6 months from now—what went wrong?"
Delivery Manager "As a DM for [Company Name], identify failure modes in our deployment plan."
Senior Leadership "As a Leader at [Company Name], mitigate potential disaster for [Project] early."
ROLE

RACI Matrix

A responsibility assignment matrix that maps out every task, milestone, or key decision involved in completing a project. It clarifies who does what.

Formula / Core Concept
Resp, Acct, Consult, Inform
💡 Concept in Action Coder is Responsible. PM is Accountable. Legal is Consulted. Sales is Informed.
Visual Reference
See RACI Matrix Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], define roles for the product launch using a RACI matrix."
Delivery Manager "As a DM for [Company Name], clarify who is Accountable vs Responsible for [Task]."
Senior Leadership "As a Leader at [Company Name], resolve role conflict between departments using RACI."
RANK

Salience Model

A model for classifying stakeholders based on three attributes: Power, Legitimacy, and Urgency. It helps identify who needs immediate attention vs who can wait.

Formula / Core Concept
Power + Legitimacy + Urgency
💡 Concept in Action A stakeholder with Power, Legitimacy, and Urgency is "Definitive" and must be prioritized immediately.
Visual Reference
See Salience Model Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], identify "Definitive" stakeholders who need immediate attention."
Delivery Manager "As a DM for [Company Name], handle urgent requests from "Dangerous" stakeholders carefully."
Senior Leadership "As a Leader at [Company Name], manage the political landscape using the Salience Model."
QUICK

2-Minute Rule

A rule from GTD: If a task takes less than two minutes to complete, do it immediately. Do not defer it or write it down.

Formula / Core Concept
If < 2min -> Do It Now
💡 Concept in Action An email requires a simple "Yes" answer. Do it now. Don't file it for later.
Visual Reference
See 2-Minute Rule Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], provide quick feedback immediately."
Delivery Manager "As a DM for [Company Name], unblock small items right away."
Senior Leadership "As a Leader at [Company Name], give quick approvals instantly."
GROUP

Batching

Grouping similar tasks together to complete them all at once, reducing the cognitive load of context switching.

Formula / Core Concept
Group Similar Tasks
💡 Concept in Action Checking email only at 9am and 4pm, rather than every 5 minutes.
Visual Reference
See Batching Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], batch email replies to twice a day."
Delivery Manager "As a DM for [Company Name], batch code reviews to specific times."
Senior Leadership "As a Leader at [Company Name], batch approvals to save mental energy."
FOCUS

Deep Work

Professional activities performed in a state of distraction-free concentration that push your cognitive capabilities to their limit. These efforts create new value and are hard to replicate.

Formula / Core Concept
Focus x Time
💡 Concept in Action Scheduling a 4-hour block with no email, Slack, or meetings to architect a complex system.
Visual Reference
See Deep Work Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], block time for deep strategy work."
Delivery Manager "As a DM for [Company Name], protect the team's flow from meetings."
Senior Leadership "As a Leader at [Company Name], reduce shallow work (email) expectations."
PRIO

Eat That Frog

A metaphor for tackling the most difficult, important task of the day first thing in the morning. If you do the hardest thing first, the rest of the day is easy.

Formula / Core Concept
Do Hardest Task First
💡 Concept in Action If you have to eat a live frog, do it first thing. Nothing worse will happen the rest of the day.
Visual Reference
See Eat That Frog Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], tackle the hardest spec first thing in the morning."
Delivery Manager "As a DM for [Company Name], fix the worst bug first."
Senior Leadership "As a Leader at [Company Name], have the tough conversation first."
ZONE

Flow State

A mental state of operation in which a person performing an activity is fully immersed in a feeling of energized focus, full involvement, and enjoyment in the process.

Formula / Core Concept
Challenge = Skill
💡 Concept in Action Coding for 3 hours and feeling like only 20 minutes passed.
Visual Reference
See Flow State Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], design tasks that match my skill level."
Delivery Manager "As a DM for [Company Name], enable team flow by removing interruptions."
Senior Leadership "As a Leader at [Company Name], remove organizational flow blockers."
ORG

GTD (Getting Things Done)

Getting Things Done (GTD) is a personal productivity system that moves tasks out of the mind and into an external system. It relies on a five-step process: Capture, Clarify, Organize, Reflect, and Engage.

Formula / Core Concept
Capture > Clarify > Organize
💡 Concept in Action Inbox Zero: Capture every thought. Clarify if it is actionable. Organize into "Next Actions", "Waiting For", or "Someday".
Visual Reference
See GTD (Getting Things Done) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], capture and organize all feature ideas."
Delivery Manager "As a DM for [Company Name], keep the team's task board organized."
Senior Leadership "As a Leader at [Company Name], manage commitments effectively."
STACK

Habit Stacking

A way to build a new habit by pairing it with an existing habit. The current habit serves as the trigger for the new one.

Formula / Core Concept
After [Current] -> [New]
💡 Concept in Action After I pour my morning coffee (Existing), I will meditate for 1 minute (New).
Visual Reference
See Habit Stacking Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], review metrics immediately after coffee."
Delivery Manager "As a DM for [Company Name], update the board immediately after standup."
Senior Leadership "As a Leader at [Company Name], stack gratitude after team meetings."
SPRINT

Pomodoro Technique

A time management method that uses a timer to break work into intervals, traditionally 25 minutes in length, separated by short breaks. It improves mental agility and focus.

Formula / Core Concept
25m Work / 5m Break
💡 Concept in Action Set timer 25 mins. Code intensely. Timer rings. Walk away 5 mins. Repeat. After 4 cycles, take a long break.
Visual Reference
See Pomodoro Technique Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], draft specs in 25-minute sprints."
Delivery Manager "As a DM for [Company Name], suggest Pomodoro for pair programming sessions."
Senior Leadership "As a Leader at [Company Name], manage meeting fatigue with breaks."
BLOCK

Time Blocking

A productivity technique where you schedule every task on your to-do list into a specific time slot on your calendar. It treats time as a tangible resource.

Formula / Core Concept
Task -> Calendar Slot
💡 Concept in Action 9am-11am: Coding. 11am-12pm: Email. 1pm-3pm: Meetings.
Visual Reference
See Time Blocking Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], time block my week for Discovery vs Delivery."
Delivery Manager "As a DM for [Company Name], schedule "Maker Time" for developers."
Senior Leadership "As a Leader at [Company Name], audit my calendar allocation."
WEEK

Weekly Review

A dedicated time once a week to empty your head, align your priorities, and get clear on what needs to happen next week.

Formula / Core Concept
Look Back + Look Ahead
💡 Concept in Action Friday afternoon: Clear inbox, review calendar for next week, update project lists.
Visual Reference
See Weekly Review Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company Name], review the roadmap status weekly."
Delivery Manager "As a DM for [Company Name], review sprint health every Friday."
Senior Leadership "As a Leader at [Company Name], review strategy progress weekly."
REVIEW

Amazon Review

Team members write a short "Amazon-style" review of the sprint. They give a star rating (1-5), a catchy title, and a short review text. It is fun, concise, and intuitive.

Formula / Core Concept
5 Stars + Review Title + Description
💡 Concept in Action 3 Stars. Title: "Good shipping, broken product." Review: "We deployed on time but the bugs killed the vibe."
Visual Reference
See Amazon Review Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, write a review of the "Sprint Outcome" from the customer's perspective."
Delivery Manager "As a Scrum Master, aggregate the star ratings to track "Team Satisfaction" trends over time."
Senior Leadership "As a Leader, read the "Review Titles" to get a quick pulse on team sentiment without reading minutes."
CONTROL

Circles and Soup

A technique to process complaints. Items are placed in circles: "Control" (Team can fix), "Influence" (Team can persuade others), or "Soup" (External reality we must accept). It stops teams from complaining about things they cannot change.

Formula / Core Concept
Control vs Influence vs Accept
💡 Concept in Action Control: "Code quality." Influence: "API dependency." Soup: "Company merger."
Visual Reference
See Circles and Soup Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, help the team identify which product constraints are "Soup" (Market regulations) vs "Influence" (Stakeholder requests)."
Delivery Manager "As a Scrum Master, facilitate this session to stop the "complaining culture" and focus energy on the "Control" circle."
Senior Leadership "As a Leader, take ownership of the "Influence" items that the team cannot solve on their own."
DECISION

DAKI (Drop Add Keep Improve)

A variation of Start/Stop focused on refining the backlog or process. Drop (low value), Add (new idea), Keep (working well), Improve (working but needs tweak).

Formula / Core Concept
Refining the Process
💡 Concept in Action Drop: "Daily status email." Add: "Slack bot." Keep: "Demo." Improve: "Refinement meeting."
Visual Reference
See DAKI (Drop Add Keep Improve) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, use DAKI to clean up the product backlog—what features should we Drop or Improve?"
Delivery Manager "As a Scrum Master, use DAKI to refine our meeting cadence and remove "zombie meetings.""
Senior Leadership "As a Manager, apply DAKI to our reporting requirements to reduce administrative overhead."
SIMPLE

Five Words

Each team member must describe the last iteration using exactly 5 words. It forces summarization and often reveals the "theme" of the sprint quickly.

Formula / Core Concept
Describe the Sprint in 5 Words
💡 Concept in Action "Fast, Chaotic, Buggy, But Done." "Exhausting, rewarding, difficult, necessary, long."
Visual Reference
See Five Words Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, summarize the stakeholder feedback in 5 words to set the context."
Delivery Manager "As a Facilitator, write all the 5-word phrases on the board and look for common emotional themes."
Senior Leadership "As a Leader, ask teams to send their "5 Words" weekly to get a quick pulse check on the org health."
STORY

Hero's Journey

Uses the classic storytelling arc to review a project. Steps: The Call (Goal), The Threshold (Start), The Ordeal (Challenges), The Reward (Success), The Return (Learnings). Great for long-project reviews.

Formula / Core Concept
Call -> Ordeal -> Reward -> Return
💡 Concept in Action Ordeal: "The server migration." Reward: "Faster load times." Return: "We learned to document legacy code."
Visual Reference
See Hero's Journey Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, use this format to conduct a "Project Post-Mortem" that feels like a narrative rather than a blame game."
Delivery Manager "As a DM, help the team articulate "The Ordeal" to validate their struggle and celebrate "The Reward.""
Senior Leadership "As a Leader, share the team's "Hero's Journey" with the company to highlight their resilience."
METAPHOR

Hot Air Balloon

Similar to Sailboat but adds "Storms" (external forces). Hot Air (What lifts us up?), Sandbags (What pulls us down?), Storms (What external issues are coming?).

Formula / Core Concept
Hot Air (Lift) + Sandbags (Drag) + Storms (Risks)
💡 Concept in Action Hot Air: "Team spirit." Sandbags: "Manual testing." Storms: "Budget cuts."
Visual Reference
See Hot Air Balloon Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, identify "Storms" on the horizon (competitor launches, regulation) that the team needs to prepare for."
Delivery Manager "As a DM, facilitate a discussion on which "Sandbags" we can cut loose immediately to gain altitude."
Senior Leadership "As a Leader, ensure I am providing enough "Hot Air" (Resources/Support) and shielding the team from "Storms"."
LEARN

Learning Matrix

A 4-quadrant grid using icons: Happy Face (Good), Sad Face (Bad), Lightbulb (Ideas/Learnings), Flower (Appreciations). It emphasizes gratitude and innovation alongside problems.

Formula / Core Concept
Smiley + Frown + Lightbulb + Flower
💡 Concept in Action Lightbulb: "We learned that users don't scroll past the fold." Flower: "Thanks to QA for catching that blocker."
Visual Reference
See Learning Matrix Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, focus on the "Lightbulb" quadrant to capture product insights generated during development."
Delivery Manager "As a DM, ensure the "Flower" quadrant is not empty—team recognition is vital for morale."
Senior Leadership "As a Leader, scan the "Sad Face" quadrant for systemic issues that require executive intervention."
EMOTION

Mad Sad Glad

A retrospective format that focuses on emotional wellbeing. Team members categorize events from the sprint into things that made them Mad (frustrated), Sad (disappointed), or Glad (happy). It is excellent for clearing the air in high-stress teams.

Formula / Core Concept
Emotional Categorization
💡 Concept in Action Mad: "The build broke 4 times." Sad: "We missed the deadline." Glad: "The design team helped us fast."
Visual Reference
See Mad Sad Glad Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], run a Mad Sad Glad retro to uncover why the team feels frustrated with the recent scope changes."
Delivery Manager "As a Scrum Master, use this format to let the team vent safely about the [Specific Incident] without assigning blame."
Senior Leadership "As a Leader, review the "Mad" column themes to identify systemic organizational impediments I need to remove."
RISK

Pre-Mortem (Future Retro)

Technically a risk management tool, but used as a "Future Retrospective" before a project starts. The team imagines it is 6 months later and the project has failed, then brainstorms reasons why.

Formula / Core Concept
Imagine Failure -> Prevent It
💡 Concept in Action Scenario: "It is launch day and the site crashed." Reason: "We didn't load test." Action: "Add load testing to sprint 1."
Visual Reference
See Pre-Mortem (Future Retro) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, run a Pre-Mortem before the [Project Name] kick-off to surface hidden risks that stakeholders are ignoring."
Delivery Manager "As a Delivery Lead, use this to build a "Definition of Ready" that prevents the failures we just imagined."
Senior Leadership "As a Sponsor, ask the team to present their Pre-Mortem findings to ensure we have mitigated catastrophic risks."
CHECK

Safety Check

Before starting a retro, ask everyone to anonymously rate their feeling of safety (1=Not safe to speak, 5=Totally safe). If the average is low, do not run a normal retro; discuss safety instead.

Formula / Core Concept
Anonymous Rating 1-5
💡 Concept in Action Results: Two 5s, three 2s. Decision: Stop the retro. Discuss why half the team feels unsafe.
Visual Reference
See Safety Check Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, realize that if safety is low, I am likely not getting the truth about project risks."
Delivery Manager "As a Facilitator, run a Safety Check to ensure the room is ready for honest conversation."
Senior Leadership "As a Leader, if Safety Checks are consistently low, initiate a culture audit immediately."
VISUAL

Sailboat Retro

A visual metaphor where the team identifies the Island (Goal), Wind (propelling forces), Anchors (dragging forces), and Rocks (risks). It moves the conversation away from "what went wrong" to "how we move faster."

Formula / Core Concept
Wind + Anchors + Rocks + Island
💡 Concept in Action Wind: "Automated testing." Anchor: "Manual deployment." Rocks: "Competitor release next month."
Visual Reference
See Sailboat Retro Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, use the Sailboat metaphor to align the team on our "Island" (Product Vision) and what is slowing us down."
Delivery Manager "As a DM, facilitate a Sailboat retro to visually map out our technical debt (Anchors) vs our process wins (Wind)."
Senior Leadership "As a Leader, look at the "Rocks" (Risks) identified by the team to proactively manage upcoming dependencies."
METAPHOR

Speed Car

A simple metaphor: What is the "Engine" making us go fast? What is the "Parachute" slowing us down? It is effective for focusing purely on velocity and drag.

Formula / Core Concept
Engine (Fast) + Parachute (Slow)
💡 Concept in Action Engine: "Clear requirements." Parachute: "Waiting for design approval."
Visual Reference
See Speed Car Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, identify if unclear requirements are acting as a "Parachute" for the development team."
Delivery Manager "As a DM, ask the team to vote on the biggest "Parachute" and commit to cutting the cord in the next sprint."
Senior Leadership "As a Leader, ask "What organizational Parachutes can I remove for you this month?""
ACTION

Starfish Retro

An expansion of the simple "Start/Stop" format. It offers five specific categories: Keep Doing, Stop Doing, Start Doing, Do More Of, and Do Less Of. It creates very specific, actionable feedback.

Formula / Core Concept
Keep, Drop, Start, Stop, More, Less
💡 Concept in Action Stop: "Long daily standups." Less: "Unplanned meetings." More: "Pair programming." Start: "Code reviews before QA."
Visual Reference
See Starfish Retro Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, use Starfish to find out what process overheads I should "Stop" or "Do Less" to help the team focus."
Delivery Manager "As a Scrum Master, guide the team to identify one specific action for "Start Doing" that we can implement next sprint."
Senior Leadership "As a Manager, review the "Do More" category to understand where to invest budget for training or tools."
SIMPLE

Start, Stop, Continue

The most fundamental and action-oriented retrospective format. It cuts through the noise and asks three direct questions: What should we start doing? What should we stop doing? What should we continue doing?

Formula / Core Concept
Action-Oriented Columns
💡 Concept in Action Start: "Unit testing." Stop: "Interrupting developers." Continue: "Friday demos."
Visual Reference
See Start, Stop, Continue Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, use this simple format when time is short to get immediate tactical feedback on our workflow."
Delivery Manager "As a DM, ensure every "Start" item has an owner and a deadline to prevent it from becoming just a wish list."
Senior Leadership "As a Leader, analyze the "Stop" list across multiple teams to identify company-wide patterns of waste."
CLASSIC

The 4 Ls

A balanced retrospective format that covers positives (Liked), educational moments (Learned), gaps (Lacked), and desires (Longed For). It is particularly good for teams that need to focus on continuous learning.

Formula / Core Concept
Liked + Learned + Lacked + Longed For
💡 Concept in Action Liked: "The new API." Learned: "React Hooks." Lacked: "Clear acceptance criteria." Longed For: "A dedicated designer."
Visual Reference
See The 4 Ls Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, pay close attention to the "Lacked" column to improve the quality of my user stories and specs."
Delivery Manager "As a DM, use the 4Ls to highlight what the team "Learned" to foster a growth mindset culture."
Senior Leadership "As a Leader, look at "Longed For" to identify resource gaps or tooling needs that require budget approval."
RATING

The Perfection Game

Team members rate the sprint/process from 1 to 10. They must then state specifically *what* would have to happen to award the remaining points to reach 10. It focuses on the gap.

Formula / Core Concept
Rating (1-10) + What to add to make it 10
💡 Concept in Action Rating: 7. To get 10: "We need automated deployments and free pizza."
Visual Reference
See The Perfection Game Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, rate the "Value Delivered" this sprint and explain what was missing to make it a 10."
Delivery Manager "As a Coach, ask the team "What is one small thing we can do next time to move from a 6 to a 7?""
Senior Leadership "As a Leader, play the Perfection Game on my own leadership style with the team to model vulnerability."
RISK

Three Little Pigs

Categorizing system parts or processes by stability. House of Straw (Falls easily), Sticks (Wobbly), Bricks (Solid/Robust). Helps focus refactoring efforts.

Formula / Core Concept
Straw (Unstable) + Sticks (Okay) + Bricks (Solid)
💡 Concept in Action Straw: "The login page." Sticks: "Search." Bricks: "Payment gateway."
Visual Reference
See Three Little Pigs Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, use this to agree on which "Straw" features need a "Brick" rebuild before we add new functionality."
Delivery Manager "As a Tech Lead, identify the "House of Straw" in our infrastructure that keeps waking us up at night."
Senior Leadership "As a CTO, allocate budget to turn our "Stick" legacy systems into "Brick" platforms."
VISUAL

Timeline Retro

The team draws a timeline of the sprint/project and maps key events. They then overlay an emotional graph (High/Low) to see how morale correlated with events. Good for long durations.

Formula / Core Concept
Chronological Events + Emotional Graph
💡 Concept in Action Week 2: "API broke" (Mood dropped). Week 3: "Fixed bug" (Mood rose).
Visual Reference
See Timeline Retro Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, overlay the "Feature Release Dates" on the timeline to see if deadlines caused stress spikes."
Delivery Manager "As a DM, look for patterns—does morale always drop 2 days before the demo? Why?"
Senior Leadership "As a Leader, use the Timeline to acknowledge the "Marathon" the team just ran and validate their fatigue."
MORALE

Token of Appreciation

A dedicated session where team members give a physical or virtual "token" to someone else and state why they appreciate them. It builds social capital and trust.

Formula / Core Concept
Giving Thanks
💡 Concept in Action "I give this token to Sarah for staying late to help me debug the payment API."
Visual Reference
See Token of Appreciation Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, appreciate the developers who pushed back on my scope creep to protect quality."
Delivery Manager "As a Scrum Master, ensure quiet team members receive recognition for their invisible work."
Senior Leadership "As a Leader, establish a budget for small rewards (coffee, books) to back up the "Tokens"."
CREATIVE

WRAP Technique

A creative format that encourages diverse thinking. Wishes (ideal state), Risks (what could hurt us), Appreciations (thank yous), and Puzzles (things we don't understand yet).

Formula / Core Concept
Wishes + Risks + Appreciations + Puzzles
💡 Concept in Action Wishes: "Zero bugs." Puzzles: "Why does the API timeout at 2pm?" Appreciations: "Thanks [Name] for the coffee."
Visual Reference
See WRAP Technique Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM, focus on the "Puzzles" column to identify areas of ambiguity in the requirements or user behavior."
Delivery Manager "As a Scrum Master, use "Appreciations" to boost morale after a particularly difficult sprint."
Senior Leadership "As a Leader, use "Wishes" to understand the team's long-term aspirations for the product."
CHANGE

ADKAR Model

A goal-oriented change management model that guides individual and organizational change. It ensures that change is not just announced but actually adopted by focusing on the 5 stages of human change.

Formula / Core Concept
Awareness -> Desire -> Knowledge -> Ability -> Reinf.
💡 Concept in Action Awareness: "Why change?" Desire: "What's in it for me?" Knowledge: "How do I do it?" Ability: "Can I do it?" Reinforcement: "Stick to it."
Visual Reference
See ADKAR Model Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a Product Manager for [Company], use ADKAR to plan the internal rollout of our new [Feature Name] to the sales team, ensuring they actually adopt it."
Delivery Manager "As a Delivery Manager for [Company], diagnose why the team is resisting the new Jira workflow using ADKAR—are they missing Knowledge or Desire?"
Senior Leadership "As a Change Leader at [Company], draft a communication plan for the upcoming merger that specifically addresses the "Desire" phase to prevent attrition."
SELF

Johari Window

A psychological tool to help people better understand their relationship with themselves and others. It focuses on expanding the "Open" area (what is known to self and others) through feedback and disclosure.

Formula / Core Concept
Open | Blind | Hidden | Unknown
💡 Concept in Action Blind Spot: I think I am a good listener, but the team thinks I interrupt. Feedback moves this info to the "Open" pane.
Visual Reference
See Johari Window Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], ask for feedback to uncover my "Blind Spots" regarding how stakeholders perceive my roadmaps."
Delivery Manager "As a DM at [Company], use the Johari Window exercise to build trust in a new team by increasing the "Open" area through sharing."
Senior Leadership "As a Leader at [Company], encourage a culture where the "Hidden" area (secrets) is minimized to improve psychological safety."
CHANGE

Kotter's 8 Steps

A comprehensive 8-step process for leading organizational change. It emphasizes creating a sense of urgency and building a guiding coalition before trying to execute the change.

Formula / Core Concept
Urgency -> Coalition -> Vision -> Communicate -> Empower -> Wins -> Consolidate -> Anchor
💡 Concept in Action Step 1: "Our competitor just launched X, we are losing money." (Urgency). Step 6: "We shipped the MVP in 2 weeks!" (Short-term Win).
Visual Reference
See Kotter's 8 Steps Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], create a "Sense of Urgency" narrative to convince stakeholders why we must pivot our strategy for [Product] immediately."
Delivery Manager "As a Scrum Master at [Company], identify who belongs in the "Guiding Coalition" to help champion the transition to LeSS."
Senior Leadership "As a CEO of [Company], review our transformation plan against Kotter's 8 steps—did we skip "Short-term Wins" and lose momentum?"
COMM

NVC (Non-Violent Communication)

A communication framework to express feelings and needs without blaming or criticizing. It is powerful for de-escalating high-tension situations.

Formula / Core Concept
Observation -> Feeling -> Need -> Request
💡 Concept in Action Observation: "You missed the meeting." Feeling: "I felt frustrated." Need: "I need reliability." Request: "Can you text me next time?"
Visual Reference
See NVC (Non-Violent Communication) Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], write an NVC-style email to the engineering lead about the missed deadline to express urgency without blaming."
Delivery Manager "As a Coach at [Company], teach the team to use "I statements" (NVC) during the retrospective to prevent defensive reactions."
Senior Leadership "As a Leader at [Company], structure my feedback to a difficult direct report using the 4 steps of NVC."
EMOTION

Satir Change Model

A model that predicts the impact of change on performance. It validates that performance will dip (Chaos) before it improves, helping leaders manage expectations during the "J-Curve" of change.

Formula / Core Concept
Status Quo -> Foreign Element -> Chaos -> Idea -> Practice -> New Status Quo
💡 Concept in Action Introducing TDD. Status Quo: Fast but buggy. Foreign Element: TDD training. Chaos: Velocity drops 50%. Practice: Velocity recovers. New Status Quo: Fast and clean.
Visual Reference
See Satir Change Model Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], prepare stakeholders for the inevitable "Chaos" phase (performance dip) following our migration to [New Platform]."
Delivery Manager "As a Coach at [Company], help the team identify that their current frustration is just the "Chaos" stage of the Satir curve, not permanent failure."
Senior Leadership "As a Leader at [Company], identify the "Foreign Element" needed to shock our stagnant department into a transformation."
CONFLICT

Thomas-Kilmann Instrument

A conflict resolution model identifying 5 modes: Competing (High Assertive/Low Coop), Collaborating (High/High), Compromising (Mid), Avoiding (Low/Low), and Accommodating (Low/High).

Formula / Core Concept
Assertiveness vs Cooperativeness
💡 Concept in Action Competing: "Do it my way." Collaborating: "Let's find a win-win." Avoiding: "Let's talk later." Accommodating: "Whatever you say."
Visual Reference
See Thomas-Kilmann Instrument Diagrams →
🤖 Role-Based AI Co-Pilot
Product Manager "As a PM for [Company], determine if I should use "Competing" or "Collaborating" mode to resolve the scope dispute with the Client."
Delivery Manager "As a DM for [Company], help two developers resolve a code review war by moving them from "Competing" to "Collaborating"."
Senior Leadership "As a VP at [Company], analyze if my default "avoiding" style during board conflicts is hurting the company's strategic clarity."