The
shelf— tools I actually use.
Frameworks, templates, and reading lists — distilled from seven years of consulting and a few thousand pages of reading.
The Annual Reading Tracker
The same spreadsheet I use to track 35+ books a year. Log titles, authors, ratings, genres, and reading dates. Includes a dashboard view with auto-calculated stats.
What's inside
- ▸Book log with 12 fields
- ▸Auto-calculated yearly stats
- ▸Genre breakdown charts
- ▸Rating distribution view
Strategy Diagnostic Worksheet
A structured diagnostic for evaluating any business in 60 minutes. Covers competitive position, resource allocation, capability gaps, and strategic options.
What's inside
- ▸Competitive position assessment
- ▸Resource allocation matrix
- ▸Capability gap analysis
- ▸Strategic options generator
The Decision Framework
A one-page framework for making high-stakes decisions under uncertainty. Based on principles from Rumelt, Kahneman, and real consulting experience.
What's inside
- ▸Decision criteria scoring
- ▸Risk-reward matrix
- ▸Reversibility assessment
- ▸One-page decision brief template
The Consultant's Operating System
The complete system I use to run my practice — from client intake to project delivery to invoicing. Notion templates, SOPs, and automation recipes included.
What's inside
- ▸Client intake questionnaire
- ▸Project scoping template
- ▸Weekly status report
- ▸Invoice and payment tracker
Small Business Operations Guide
A practical guide to building operational infrastructure for businesses doing $1M–$10M. Covers systems, processes, metrics, and team structure.
What's inside
- ▸Systems audit checklist
- ▸Process documentation templates
- ▸KPI dashboard setup guide
- ▸Hiring and team structure frameworks
The Strategist's Reading List
The 25 books that shaped how I think about strategy, leadership, and building businesses. Annotated with why each one matters and what to read first.
What's inside
- ▸25 annotated book recommendations
- ▸Reading order suggestions
- ▸Key takeaways per book
- ▸Genre and difficulty ratings