--- title: Leadership Library | Velocity Advisory Group description: Checklists, guides, case studies and one-pagers from Velocity Advisory Group to help your leaders and teams perform at their best. --- [![Velocity Advisory Group](https://www.velocityadvisorygroup.com/wp-content/uploads/2026/05/Velocity-Logo-2023-Wide-1.png)](https://www.velocityadvisorygroup.com/) ☰ Menu - About - [Meet Our Team](https://www.velocityadvisorygroup.com/about/) - [Meet Our Coaches](https://www.velocityadvisorygroup.com/coaches/) - [Careers](https://www.velocityadvisorygroup.com/careers/) - [Speaking Engagements](https://www.velocityadvisorygroup.com/velocity-speakers/) - Solutions - [Culture & Engagement](https://www.velocityadvisorygroup.com/culture-engagement/) - [DISC Assessments & Training](https://www.velocityadvisorygroup.com/disc-assessments-training/) - [Employee Experience](https://www.velocityadvisorygroup.com/employee-experience/) - [Executive Coaching](https://www.velocityadvisorygroup.com/executive-coaching/) - [Family Business](https://www.velocityadvisorygroup.com/family-business/) - [Leadership Development](https://www.velocityadvisorygroup.com/leadership-development/) - [Sales Training](https://www.velocityadvisorygroup.com/5cs-of-selling/) - [Strategy & Implementation](https://www.velocityadvisorygroup.com/strategy-implementation/) - Resources - [Activating Greatness Podcast](https://coaching.velocityadvisorygroup.com/activating-greatness-podcast-episodes) - [Blog](https://coaching.velocityadvisorygroup.com/insights?type=insights) - [Case Studies](https://coaching.velocityadvisorygroup.com/insights?type=case-studies) - [News and Announcements](https://coaching.velocityadvisorygroup.com/insights?type=news,in-the-news) - [OrderDisc](https://orderdisc.com/) - [Resource Library](https://coaching.velocityadvisorygroup.com/leadership-library) - [Webinars and Events](https://coaching.velocityadvisorygroup.com/insights?type=webinars) - Industries - [Construction](https://www.velocityadvisorygroup.com/construction/) - [Financial Services](https://www.velocityadvisorygroup.com/financial-services/) - [Life Sciences](https://www.velocityadvisorygroup.com/lifesciences/) - [Contact](https://www.velocityadvisorygroup.com/contact/) Velocity Advisory Group # Leadership Library Practical checklists, guides, case studies and one-pagers from the Velocity team to help your leaders and teams perform at their best. Filter by industry, topic or content type to find what fits. Stay informed with practical insights on leadership development, culture, and performance. Subscribe to the Velocity Advisory Group newsletter to receive strategies that help you strengthen leaders, align teams, and drive results. Subscribe to our newsletter Sort Newest firstOldest firstA to Z Clear filters - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Change_Buy_In_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Change_Buy_In_Checklist_Social.png)Change & Execution](https://coaching.velocityadvisorygroup.com/leadership-library/change-buy-in-checklist) ChecklistChange & Execution ### [Making Change Stick](https://coaching.velocityadvisorygroup.com/leadership-library/change-buy-in-checklist) Will your next change still be running a year from now? This checklist covers Listen, Protect, and Ownership, with checks like meeting with a broad slice of the workforce before acting, leaving the green items alone, and opening action teams to anyone who signs up. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/change-buy-in-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_See_It_Own_It.png?width=1200&height=630&name=Velocity_AG_See_It_Own_It.png)Change & Execution](https://coaching.velocityadvisorygroup.com/leadership-library/see-it-own-it-make-it-easy) GuideChange & Execution ### [See It, Own It, Make It Easy](https://coaching.velocityadvisorygroup.com/leadership-library/see-it-own-it-make-it-easy) Velocity’s model helps leaders with change initiatives that keep stalling despite good intentions and hard work. It describes the three gaps we see again and again across 800+ organizations and shows how to see it, own it, and make it easy, with signs that you’re stuck at each step. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/see-it-own-it-make-it-easy) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Better_Meetings_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Better_Meetings_Checklist_Social.png)Communication](https://coaching.velocityadvisorygroup.com/leadership-library/better-meetings-checklist) ChecklistCommunication ### [Better Meetings, Clear Next Steps](https://coaching.velocityadvisorygroup.com/leadership-library/better-meetings-checklist) Do your meetings end with a decision, an owner, and a deadline? The checklist covers Close, Cut, and Clarity, with checks like ending every meeting with a clear decision, shortening hour-long meetings to 45 minutes, and teaching new managers how to run a good meeting. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/better-meetings-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Purpose_Before_Metrics_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Purpose_Before_Metrics_Checklist_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/purpose-before-metrics-checklist) ChecklistCulture & Team Health ### [Purpose Before Metrics](https://coaching.velocityadvisorygroup.com/leadership-library/purpose-before-metrics-checklist) Do your people connect to the purpose behind the numbers? This checklist covers Purpose, Metrics, and Trust, with checks like writing the mission, vision, and purpose clearly, naming which metrics are outcomes instead of goals, and explaining the why behind decisions people did not make. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/purpose-before-metrics-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Ask_Without_Fear_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Ask_Without_Fear_Checklist_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/ask-without-fear-checklist) ChecklistCulture & Team Health ### [Asking Without Fear](https://coaching.velocityadvisorygroup.com/leadership-library/ask-without-fear-checklist) Can your team ask questions without feeling stupid? The checklist covers Asking, Challenge, and Leader, with checks like asking the team what an exceptional culture looks like, holding the critical conversations the team has avoided, and paraphrasing back to confirm people understood you. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/ask-without-fear-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Fruitful_Friction_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Fruitful_Friction_Checklist_Social.png)Communication](https://coaching.velocityadvisorygroup.com/leadership-library/fruitful-friction-checklist) ChecklistCommunication ### [Fruitful Friction](https://coaching.velocityadvisorygroup.com/leadership-library/fruitful-friction-checklist) Will your next tough meeting invite pushback or polite silence? This checklist covers Invite, Tone, and Self-Check, with checks like asking for other ideas before sharing your own, checking that your tone matches your intent, and noticing when your energy may push someone into conflict. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/fruitful-friction-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Early_Warning_One_on_One_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Early_Warning_One_on_One_Checklist_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/early-warning-one-on-one-checklist) ChecklistCulture & Team Health ### [Early-Warning One-on-Ones](https://coaching.velocityadvisorygroup.com/leadership-library/early-warning-one-on-one-checklist) Would you see disengagement before it became a resignation? The checklist covers Watch, Prepare, and Respond, with checks like holding weekly one-on-ones with every direct report, choosing a private, informal setting like coffee, and building a transition plan for anyone who wants to leave. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/early-warning-one-on-one-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Listen_Learn_Mentor_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Listen_Learn_Mentor_Checklist_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/listen-learn-mentor-checklist) ChecklistTalent & Development ### [Listen, Learn, Mentor](https://coaching.velocityadvisorygroup.com/leadership-library/listen-learn-mentor-checklist) Are you listening to learn before you lead the change? This checklist covers Listen, Learn, and Mentor, with checks like planning a site visit with time set aside to listen, naming where your knowledge is rooted in the past, and naming the young leaders you will mentor this quarter. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/listen-learn-mentor-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Executive_Alignment_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Executive_Alignment_Checklist_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/executive-alignment-checklist) ChecklistCulture & Team Health ### [A Shared Direction for Executives](https://coaching.velocityadvisorygroup.com/leadership-library/executive-alignment-checklist) Does your leadership team share a direction, or just get along? The checklist covers Direction, Blind Spots, and Momentum, with checks like agreeing on shared goals for the year, asking whether each problem is a blind spot or simply neglected, and sharing hard news before rumors fill the gap. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/executive-alignment-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Process_Rollout_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Process_Rollout_Checklist_Social.png)Change & Execution](https://coaching.velocityadvisorygroup.com/leadership-library/process-rollout-checklist) ChecklistChange & Execution ### [Rollouts People Can Execute](https://coaching.velocityadvisorygroup.com/leadership-library/process-rollout-checklist) Can the people who carry out your rollout actually execute it? This checklist covers Design, Train, and Audit, with checks like testing the process with the people who will run it, planning training for fast and slow learners alike, and scheduling audits to confirm the process is followed. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/process-rollout-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Conditions_to_Win_Model_Social.png?width=1200&height=630&name=Velocity_AG_The_Conditions_to_Win_Model_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/conditions-to-win-model) GuideCulture & Team Health ### [Conditions to Win](https://coaching.velocityadvisorygroup.com/leadership-library/conditions-to-win-model) This framework helps you build teams that believe they can win, not just teams that are told to. Steve Thompson explains how to create the conditions for people to win, including letting the front line score its own daily wins and absorbing heat from above. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/conditions-to-win-model) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Blameless_After_Action_Review_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Blameless_After_Action_Review_Checklist_Social.png)Accountability](https://coaching.velocityadvisorygroup.com/leadership-library/blameless-after-action-review-checklist) ChecklistAccountability ### [Blameless After-Action Reviews](https://coaching.velocityadvisorygroup.com/leadership-library/blameless-after-action-review-checklist) Does your team learn from failure or look for someone to blame? The checklist covers Prepare, Review, and Recover, with checks like meeting within days of the setback, putting the facts and results on the whiteboard, and naming the lessons in plain language. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/blameless-after-action-review-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Relationship_Based_Accountability_Model_Social.png?width=1200&height=630&name=Velocity_AG_The_Relationship_Based_Accountability_Model_Social.png)Accountability](https://coaching.velocityadvisorygroup.com/leadership-library/relationship-based-accountability-model) GuideAccountability ### [Accountability Built on Relationships](https://coaching.velocityadvisorygroup.com/leadership-library/relationship-based-accountability-model) This framework shows how to build teams around real relationships instead of transactions. Patrick Manigault discusses the engagement crisis and relationship-based accountability, and three questions test your meetings, your accountability style, and any systems that pit people against each other. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/relationship-based-accountability-model) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Hard_Truth_Recruiting_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Hard_Truth_Recruiting_Checklist_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/hard-truth-recruiting-checklist) ChecklistTalent & Development ### [Hard-Truth Recruiting](https://coaching.velocityadvisorygroup.com/leadership-library/hard-truth-recruiting-checklist) Do candidates hear the hard truth before they say yes? This checklist covers Truth, Screen, and Retain, with checks like telling candidates the role is not for everyone, screening for a desire to build a business, and writing the onboarding playbook down instead of keeping it in your head. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/hard-truth-recruiting-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Transferable_Skills_Map_Social.png?width=1200&height=630&name=Velocity_AG_The_Transferable_Skills_Map_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/transferable-skills-map) GuideTalent & Development ### [The Transferable Skills Map](https://coaching.velocityadvisorygroup.com/leadership-library/transferable-skills-map) This short framework helps you identify the skills that carry from one career or identity into a completely different one. It explains why candidates from unconventional backgrounds are often underrated and gives you three questions for hiring, your own career, and your team. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/transferable-skills-map) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Team_Scoreboard_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Team_Scoreboard_Checklist_Social.png)Accountability](https://coaching.velocityadvisorygroup.com/leadership-library/team-scoreboard-checklist) ChecklistAccountability ### [The Team Scoreboard](https://coaching.velocityadvisorygroup.com/leadership-library/team-scoreboard-checklist) Does every person know the score and why it matters? The checklist covers Define, Measure, and Explain, with checks like defining winning as revenue, profit, or satisfaction, breaking the top goal down through each role, and explaining why each activity target leads to the goal. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/team-scoreboard-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Change_Readiness_Check_Social.png?width=1200&height=630&name=Velocity_AG_The_Change_Readiness_Check_Social.png)Change & Execution](https://coaching.velocityadvisorygroup.com/leadership-library/change-readiness-check) GuideChange & Execution ### [Change in a Tradition-Bound Organization](https://coaching.velocityadvisorygroup.com/leadership-library/change-readiness-check) This short framework helps you prove the case for change, pilot it, and bring people along in an organization with deep tradition. Three questions test your data, your pilots, and your advocates, and a reminder keeps the change tied to the goal. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/change-readiness-check) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Stretch_Assignment_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Stretch_Assignment_Checklist_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/stretch-assignment-checklist) ChecklistTalent & Development ### [Stretch Assignments for Hidden Strengths](https://coaching.velocityadvisorygroup.com/leadership-library/stretch-assignment-checklist) Are you turning hidden strengths into real growth? This checklist covers Spot, Assign, and Support, with checks like asking what a person loved most about a recent project, picking an assignment that puts the strength to work, and scheduling one-on-ones to ask how it is going. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/stretch-assignment-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Visibility_Audit_Social.png?width=1200&height=630&name=Velocity_AG_The_Visibility_Audit_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/visibility-audit) GuideTalent & Development ### [The Visibility Audit](https://coaching.velocityadvisorygroup.com/leadership-library/visibility-audit) This short framework helps you make sure great work, and the people doing it, are actually seen. Carolina Alarco talks about visibility, executive presence, and self-promotion without sounding cocky, and the guide explains where visibility ends and bragging begins. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/visibility-audit) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Accountability_With_Coaching_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Accountability_With_Coaching_Checklist_Social.png)Accountability](https://coaching.velocityadvisorygroup.com/leadership-library/accountability-with-coaching-checklist) ChecklistAccountability ### [Accountability Through Coaching](https://coaching.velocityadvisorygroup.com/leadership-library/accountability-with-coaching-checklist) Does accountability on your team feel like clarity or punishment? The checklist covers Define, Check, and Coach, with checks like defining what a good job looks like for every role, setting a regular check on whether the standard is met, and holding a coaching conversation before any correction. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/accountability-with-coaching-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Job_Site_Culture_Standard_Social.png?width=1200&height=630&name=Velocity_AG_The_Job_Site_Culture_Standard_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/job-site-culture-standard) GuideCulture & Team Health ### [A Culture Standard for the Job Site](https://coaching.velocityadvisorygroup.com/leadership-library/job-site-culture-standard) This short framework helps you make the job site a better place to work, one deliberate standard at a time. Jesse Hernandez explains why results without relationships work but don’t last, and the guide shows why appreciation will win the talent as the workforce shifts. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/job-site-culture-standard) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Four_Hidden_Risks_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Four_Hidden_Risks_Checklist_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/four-hidden-risks-checklist) ChecklistCulture & Team Health ### [Four Hidden People Risks](https://coaching.velocityadvisorygroup.com/leadership-library/four-hidden-risks-checklist) Can you show your board the risks your people create? This checklist covers Risk Scan, Leadership, and Board, with checks like checking scalability by asking whether you could handle twice the demand, meeting weekly on the biggest bottleneck, and estimating what partial effort costs in revenue. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/four-hidden-risks-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Judgment_Gap_Check_Social.png?width=1200&height=630&name=Velocity_AG_The_Judgment_Gap_Check_Social.png)AI Adoption](https://coaching.velocityadvisorygroup.com/leadership-library/judgment-gap-check) GuideAI Adoption ### [The Judgment Gap in AI Adoption](https://coaching.velocityadvisorygroup.com/leadership-library/judgment-gap-check) This short framework helps you adopt AI without automating bad decisions or outsourcing the calls leaders have to own. It explains how polished models can replicate old patterns and gives you three questions to ask before you automate, plus a review rhythm for any tool. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/judgment-gap-check) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Give_to_Get_Culture_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Give_to_Get_Culture_Checklist_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/give-to-get-culture-checklist) ChecklistCulture & Team Health ### [Culture That Gives Before It Gets](https://coaching.velocityadvisorygroup.com/leadership-library/give-to-get-culture-checklist) Do your people see a culture they believe or a slogan? The checklist covers Credibility, Recognition, and Giving, with checks like keeping the commitments you made to employees, calling people personally when clients praise them, and offering paid time for employees to serve nonprofits. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/give-to-get-culture-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Coaching_Line_Social.png?width=1200&height=630&name=Velocity_AG_The_Coaching_Line_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/coaching-line) GuideTalent & Development ### [The Coaching Line](https://coaching.velocityadvisorygroup.com/leadership-library/coaching-line) This short framework helps you tell the difference between developing someone and controlling them. It explains how high support and low direction work at the task level and offers three questions to tell whether you are coaching or micromanaging right now. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/coaching-line) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Inclusive_Team_Event_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Inclusive_Team_Event_Checklist_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/inclusive-team-event-checklist) ChecklistCulture & Team Health ### [Inclusive Team Events](https://coaching.velocityadvisorygroup.com/leadership-library/inclusive-team-event-checklist) Does every person on your team get a seat in the cart? This checklist covers Planning, Logistics, and Access, with checks like asking whether the default event still fits the team, booking lodging where everyone has a room on site, and placing newer leaders near mentors and sponsors. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/inclusive-team-event-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Curiosity_First_Model_Social.png?width=1200&height=630&name=Velocity_AG_The_Curiosity_First_Model_Social.png)Communication](https://coaching.velocityadvisorygroup.com/leadership-library/curiosity-first-model) GuideCommunication ### [Curiosity First in Tense Conversations](https://coaching.velocityadvisorygroup.com/leadership-library/curiosity-first-model) This short framework helps you ask better questions before offering answers, especially in tense conversations. Michelle Dauphinais explains why the best ideas should win, and three questions let you reflect on your last hard conversation and write down your answers. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/curiosity-first-model) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Executive_Presence_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Executive_Presence_Checklist_Social.png)Leadership Habits](https://coaching.velocityadvisorygroup.com/leadership-library/executive-presence-checklist) ChecklistLeadership Habits ### [Executive Presence Day to Day](https://coaching.velocityadvisorygroup.com/leadership-library/executive-presence-checklist) What does your team experience before you take the stage? The checklist covers Day to Day, Story, and Unlearning, with checks like running meetings where people feel heard and respected, describing where the team is going in plain words, and naming one old strength that now holds you back. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/executive-presence-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Directness_Standard_Social.png?width=1200&height=630&name=Velocity_AG_The_Directness_Standard_Social.png)Communication](https://coaching.velocityadvisorygroup.com/leadership-library/directness-standard) GuideCommunication ### [Leading With Directness](https://coaching.velocityadvisorygroup.com/leadership-library/directness-standard) This short framework helps leaders build transparency and trust, especially on remote teams. Terri Fleener explains why people are starved for truth and why you shouldn’t make others guess your intent, and the guide shows how trust, flexibility, and measuring outcomes support direct leadership. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/directness-standard) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Commitment_Test_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Commitment_Test_Checklist_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/commitment-test-checklist) ChecklistTalent & Development ### [Testing Candidate Commitment](https://coaching.velocityadvisorygroup.com/leadership-library/commitment-test-checklist) Is your candidate committed to the role, or just curious? This checklist covers Motive, The Role, and Fit, with checks like confirming a concrete reason for leaving, describing the hardest parts of the role up front, and having candidates interview the people they will work with. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/commitment-test-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Inquisitive_Mirror_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Inquisitive_Mirror_Checklist_Social.png)Leadership Habits](https://coaching.velocityadvisorygroup.com/leadership-library/inquisitive-mirror-checklist) ChecklistLeadership Habits ### [The Inquisitive Mirror](https://coaching.velocityadvisorygroup.com/leadership-library/inquisitive-mirror-checklist) Are you hearing your own words before your next one-on-one? The checklist covers Prepare, Listen, and Ask, with checks like naming the intentions and assumptions you bring in, clearing the meeting of phones and multitasking, and preparing a “tell me more” prompt. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/inquisitive-mirror-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Crisis_Comms_Standard_Social.png?width=1200&height=630&name=Velocity_AG_The_Crisis_Comms_Standard_Social.png)Communication](https://coaching.velocityadvisorygroup.com/leadership-library/crisis-comms-standard) GuideCommunication ### [Crisis Communication in the Right Order](https://coaching.velocityadvisorygroup.com/leadership-library/crisis-comms-standard) This short framework helps you communicate clearly and in the right order when the pressure is highest. Three questions test your bull’s-eye, your managers’ readiness, and your key message, and the guide reinforces the idea of holding people capable. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/crisis-comms-standard) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_360_Feedback_Follow_Through_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_360_Feedback_Follow_Through_Checklist_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/360-feedback-follow-through-checklist) ChecklistTalent & Development ### [Follow-Through on 360 Feedback](https://coaching.velocityadvisorygroup.com/leadership-library/360-feedback-follow-through-checklist) Will your 360 lead to change or end up in a drawer? This checklist covers Debrief, Action, and Follow-Through, with checks like encouraging raters to answer candidly instead of checking a box, writing action steps tied to real situations, and scheduling coaching sessions to revisit the steps. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/360-feedback-follow-through-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Partnering_Principle_Social.png?width=1200&height=630&name=Velocity_AG_The_Partnering_Principle_Social.png)Communication](https://coaching.velocityadvisorygroup.com/leadership-library/partnering-principle) GuideCommunication ### [The Partnering Principle](https://coaching.velocityadvisorygroup.com/leadership-library/partnering-principle) This short framework helps you set intention upfront on any project instead of hoping communication works itself out. It explains how a communication matrix, a conflict resolution matrix, and quarterly follow-ups address friction before it erupts. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/partnering-principle) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Strategy_First_AI_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Strategy_First_AI_Checklist_Social.png)AI Adoption](https://coaching.velocityadvisorygroup.com/leadership-library/strategy-first-ai-checklist) ChecklistAI Adoption ### [Strategy Before AI Tools](https://coaching.velocityadvisorygroup.com/leadership-library/strategy-first-ai-checklist) Is your strategy set before the next technology arrives? The checklist covers Strategy, Use Cases, and Guardrails, with checks like naming the problem the company exists to solve, listing the obstacles teams already work on, and setting spending limits before teams experiment. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/strategy-first-ai-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_24_Hour_Prep_Rule_Social.png?width=1200&height=630&name=Velocity_AG_The_24_Hour_Prep_Rule_Social.png)Communication](https://coaching.velocityadvisorygroup.com/leadership-library/24-hour-prep-rule) GuideCommunication ### [The 24-Hour Prep Rule](https://coaching.velocityadvisorygroup.com/leadership-library/24-hour-prep-rule) This short framework helps leaders of regional and remote teams make honesty land as trust, not as an ambush. Tony Greco uses predictable, repeatable communication to keep silence from filling with assumptions, and the guide covers his 24-hour notice habit. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/24-hour-prep-rule) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Coaching_Conversation_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Coaching_Conversation_Checklist_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/coaching-conversation-checklist) ChecklistTalent & Development ### [Coaching Conversations That Show Belief](https://coaching.velocityadvisorygroup.com/leadership-library/coaching-conversation-checklist) Is your next tough conversation built to show belief, not blame? This checklist covers Engine, Standard, and Belief, with checks like knowing whether the person is a steady driver or a sprinter, naming the standard the feedback is measured against, and saying plainly that you believe in their potential. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/coaching-conversation-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Earned_Media_Model_Social.png?width=1200&height=630&name=Velocity_AG_The_Earned_Media_Model_Social.png)Communication](https://coaching.velocityadvisorygroup.com/leadership-library/earned-media-model) GuideCommunication ### [Earned Media When AI Answers](https://coaching.velocityadvisorygroup.com/leadership-library/earned-media-model) This short framework helps you build a communication strategy that holds up as people turn to AI tools for information. Parry Headrick explains why one-and-done coverage no longer works, and strong, authentic writing sets leaders apart from AI-generated filler. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/earned-media-model) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Survive_Work_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Survive_Work_Checklist_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/survive-work-checklist) ChecklistCulture & Team Health ### [From Surviving to Thriving at Work](https://coaching.velocityadvisorygroup.com/leadership-library/survive-work-checklist) Is your team thriving at work or just surviving it? The checklist covers Systems, Relationships, and Self, with checks like making sure no review system pits colleagues against each other, getting to know each person beyond their tasks, and protecting your own sleep, food, and exercise. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/survive-work-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Hobby_First_Leader_Social.png?width=1200&height=630&name=Velocity_AG_The_Hobby_First_Leader_Social.png)Leadership Habits](https://coaching.velocityadvisorygroup.com/leadership-library/hobby-first-leader) GuideLeadership Habits ### [The Hobby-First Leader](https://coaching.velocityadvisorygroup.com/leadership-library/hobby-first-leader) This short framework helps you lead under pressure without losing the parts of yourself that make you effective. Julie Blasingim describes how she recognized real leadership in her team’s words, and she explains why an opportunity sometimes waits on the company, not on you. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/hobby-first-leader) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Daily_Wins_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Daily_Wins_Checklist_Social.png)Accountability](https://coaching.velocityadvisorygroup.com/leadership-library/daily-wins-checklist) ChecklistAccountability ### [Daily Wins for Your Front Line](https://coaching.velocityadvisorygroup.com/leadership-library/daily-wins-checklist) Can your front line score a win every single day? This checklist covers Commitments, Cadence, and Shield, with checks like having each person make a daily promise they believe they can keep, setting the review cadence to how often data rolls up, and delivering bad news to the boss in private first. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/daily-wins-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Coachs_Candor_Model_Social.png?width=1200&height=630&name=Velocity_AG_The_Coachs_Candor_Model_Social.png)Communication](https://coaching.velocityadvisorygroup.com/leadership-library/coachs-candor-model) GuideCommunication ### [Candor as Respect for New Managers](https://coaching.velocityadvisorygroup.com/leadership-library/coachs-candor-model) This short framework helps leaders, especially first-time managers, reframe difficult conversations as an act of respect, not confrontation. Harry Barnick shares how he went from managing no one to leading a team of 27 and describes the coaching lesson that changed how he handles hard conversations. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/coachs-candor-model) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_KPI_Classroom_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_KPI_Classroom_Checklist_Social.png)Sales & Revenue](https://coaching.velocityadvisorygroup.com/leadership-library/kpi-classroom-checklist) ChecklistSales & Revenue ### [The KPI Classroom](https://coaching.velocityadvisorygroup.com/leadership-library/kpi-classroom-checklist) Do your KPIs teach your team or just grade them? The checklist covers Visibility, Lessons, and Voice, with checks like reviewing the book of business as a team every other week, tracking requests from new versus existing clients, and walking the team through the data instead of issuing orders. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/kpi-classroom-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Process_vs_Need_Audit_Social.png?width=1200&height=630&name=Velocity_AG_The_Process_vs_Need_Audit_Social.png)Accountability](https://coaching.velocityadvisorygroup.com/leadership-library/process-vs-need-audit) GuideAccountability ### [The Process vs. Need Audit](https://coaching.velocityadvisorygroup.com/leadership-library/process-vs-need-audit) This short framework helps you tell whether a process is failing because it’s broken or because the business has outgrown it. It explains why a process that once delivered results isn’t automatically still the right one and shares the advice Cindy Puchalski got from her first boss. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/process-vs-need-audit) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Magnifying_Glass_Method_Social.png?width=1200&height=630&name=Velocity_AG_The_Magnifying_Glass_Method_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/magnifying-glass-method) GuideTalent & Development ### [The Magnifying Glass Method](https://coaching.velocityadvisorygroup.com/leadership-library/magnifying-glass-method) This coaching framework helps you surface strengths your team members don’t yet recognize in themselves. Jenny Gattari describes how she became the connector who spots strengths in people before they see them, and why she almost turned down her favorite job. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/magnifying-glass-method) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Ownership_Clarity_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Ownership_Clarity_Checklist_Social.png)Accountability](https://coaching.velocityadvisorygroup.com/leadership-library/ownership-clarity-checklist) ChecklistAccountability ### [Who Owns Each HR Need](https://coaching.velocityadvisorygroup.com/leadership-library/ownership-clarity-checklist) Does the business know whom to call for every HR need? This checklist covers Map, Signals, and Leaders, with checks like listing every HR function with a single owner, spotting where recruiting crowds out other HR work, and assigning a business partner to each business unit. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/ownership-clarity-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_One_Ladder_Model_Social.png?width=1200&height=630&name=Velocity_AG_The_One_Ladder_Model_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/one-ladder-model) GuideTalent & Development ### [One Ladder to Leadership](https://coaching.velocityadvisorygroup.com/leadership-library/one-ladder-model) This framework helps you identify the missing, broken, sticky, and slippery rungs in your own leadership ladder. It explains why companies believe they have one ladder while many people don’t experience it that way, and three questions cover each kind of rung and the “obvious” hire. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/one-ladder-model) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Fact_or_Feeling_Decision_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Fact_or_Feeling_Decision_Checklist_Social.png)Leadership Habits](https://coaching.velocityadvisorygroup.com/leadership-library/fact-or-feeling-decision-checklist) ChecklistLeadership Habits ### [Fact-or-Feeling Decisions](https://coaching.velocityadvisorygroup.com/leadership-library/fact-or-feeling-decision-checklist) Are you deciding on the facts or on the alarm around them? The checklist covers Sort, Ask, and Decide, with checks like asking “fact or feeling?” before working anything through, asking questions that return information instead of agreement, and setting a date by which you will decide. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/fact-or-feeling-decision-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_No_Theater_Rule_Social.png?width=1200&height=630&name=Velocity_AG_The_No_Theater_Rule_Social.png)Accountability](https://coaching.velocityadvisorygroup.com/leadership-library/no-theater-rule) GuideAccountability ### [The No-Theater Rule](https://coaching.velocityadvisorygroup.com/leadership-library/no-theater-rule) This short framework helps you tell the difference between fixing the work and performing certainty or engagement on top of broken work. Three questions ask whether you can say “I don’t know,” whether your team can state the goal, and what work needs to stop. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/no-theater-rule) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_High_Trust_Hire_Social.png?width=1200&height=630&name=Velocity_AG_The_High_Trust_Hire_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/high-trust-hire) GuideTalent & Development ### [The High-Trust Hire](https://coaching.velocityadvisorygroup.com/leadership-library/high-trust-hire) This recruiting framework is for roles where discretion and long-term relationship fit matter more than a resume. Cheryl Grimaldi explains why she makes candidates talk her into the role, and three questions cover discretion, the career wound, and the hardest parts of the job. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/high-trust-hire) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Culture_Scorecard_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Culture_Scorecard_Checklist_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/culture-scorecard-checklist) ChecklistCulture & Team Health ### [The Culture Scorecard](https://coaching.velocityadvisorygroup.com/leadership-library/culture-scorecard-checklist) Do you measure culture as closely as you measure revenue? This checklist covers Ownership, Metrics, and Listening, with checks like having the CEO and leadership team own culture, tracking voluntary turnover and regrettable losses every month, and holding skip-level conversations regularly. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/culture-scorecard-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Values_in_Hiring_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Values_in_Hiring_Checklist_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/values-in-hiring-checklist) ChecklistTalent & Development ### [Hiring by Your Values](https://coaching.velocityadvisorygroup.com/leadership-library/values-in-hiring-checklist) Would your values stop you from hiring the wrong person? The checklist covers Values, Interviews, and Follow-Through, with checks like describing who you are today, not who you hope to be, building values questions into interviews at every level, and repeating the values in town halls. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/values-in-hiring-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_Autopsy_Without_Blame_Social.png?width=1200&height=630&name=Velocity_AG_Autopsy_Without_Blame_Social.png)Accountability](https://coaching.velocityadvisorygroup.com/leadership-library/autopsy-without-blame) GuideAccountability ### [Autopsy Without Blame](https://coaching.velocityadvisorygroup.com/leadership-library/autopsy-without-blame) This guide gives you a meeting framework, a worked example, and a script for the conversation most teams avoid: what actually happened, and what do we do now. It explains how David Esposito and Tom Ulbrich each arrived at the same practice and why accountability isn’t the same as blame. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/autopsy-without-blame) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Fix_the_Work_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Fix_the_Work_Checklist_Social.png)Accountability](https://coaching.velocityadvisorygroup.com/leadership-library/fix-the-work-checklist) ChecklistAccountability ### [Fixing the Work Itself](https://coaching.velocityadvisorygroup.com/leadership-library/fix-the-work-checklist) Are you fixing the work or helping people cope with it? This checklist covers Clarity, Focus, and Pause, with checks like posting the top company goals where you see them daily, naming at least one piece of work that needs to stop, and waiting 24 hours before acting on something upsetting. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/fix-the-work-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Servant_Leadership_Model_Social.png?width=1200&height=630&name=Velocity_AG_The_Servant_Leadership_Model_Social.png)Sales & Revenue](https://coaching.velocityadvisorygroup.com/leadership-library/servant-leadership-model) GuideSales & Revenue ### [Servant Leadership for Commercial Teams](https://coaching.velocityadvisorygroup.com/leadership-library/servant-leadership-model) This framework helps you build commercial teams on servant leadership instead of hierarchy alone. Tom Wilson explains why he moved away from top-down hierarchy, and three questions cover how your team thinks, what your comp structure rewards, and how you use KPIs. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/servant-leadership-model) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Small_Commitments_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Small_Commitments_Checklist_Social.png)Accountability](https://coaching.velocityadvisorygroup.com/leadership-library/small-commitments-checklist) ChecklistAccountability ### [Small Daily Commitments](https://coaching.velocityadvisorygroup.com/leadership-library/small-commitments-checklist) Are your daily habits adding up to the results you want? The checklist covers Goal, Habits, and Accountability, with checks like writing down the goal before judging your effort, breaking the goal into one small daily habit, and pairing that habit with an accountability partner. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/small-commitments-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Silence_Check_Social.png?width=1200&height=630&name=Velocity_AG_The_Silence_Check_Social.png)Communication](https://coaching.velocityadvisorygroup.com/leadership-library/silence-check) GuideCommunication ### [Reading the Silence in Your Team](https://coaching.velocityadvisorygroup.com/leadership-library/silence-check) This short framework helps you read what your team isn’t saying in meetings, calls, and check-ins. It explains why the quiet after “any questions?” rarely means everyone agrees, and why checking in on the human before the task opens a real conversation. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/silence-check) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Fish_Tank_Maintenance_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Fish_Tank_Maintenance_Checklist_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/fish-tank-maintenance-checklist) ChecklistCulture & Team Health ### [Fish Tank Culture Maintenance](https://coaching.velocityadvisorygroup.com/leadership-library/fish-tank-maintenance-checklist) Are you tending your culture, or just your to-do list? This checklist covers Time, Strengths, and Ownership, with checks like blocking time each week for culture work, knowing where each person’s energy and curiosity are, and giving each person ownership of a clear area. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/fish-tank-maintenance-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Entrepreneur_Screen_Social.png?width=1200&height=630&name=Velocity_AG_The_Entrepreneur_Screen_Social.png)Sales & Revenue](https://coaching.velocityadvisorygroup.com/leadership-library/entrepreneur-screen) GuideSales & Revenue ### [Recruiting Entrepreneurs, Not Salespeople](https://coaching.velocityadvisorygroup.com/leadership-library/entrepreneur-screen) This recruiting framework is for financial services and commission-based teams, and it is built on honesty about how hard the work really is. Three questions help you screen every candidate, and the guide explains how managers grown from within become your best gatekeepers. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/entrepreneur-screen) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_What_Right_Looks_Like_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_What_Right_Looks_Like_Checklist_Social.png)Accountability](https://coaching.velocityadvisorygroup.com/leadership-library/what-right-looks-like-checklist) ChecklistAccountability ### [Showing What Right Looks Like](https://coaching.velocityadvisorygroup.com/leadership-library/what-right-looks-like-checklist) Did you show them what right looks like before deciding? The checklist covers Define, Show, and Feedback, with checks like writing down your core values and standards, showing instead of just telling what right looks like, and raising the issue within days instead of weeks. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/what-right-looks-like-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_FWD_Scoreboard_Social.png?width=1200&height=630&name=Velocity_AG_The_FWD_Scoreboard_Social.png)Sales & Revenue](https://coaching.velocityadvisorygroup.com/leadership-library/fwd-scoreboard) GuideSales & Revenue ### [The FWD Scoreboard](https://coaching.velocityadvisorygroup.com/leadership-library/fwd-scoreboard) This framework helps sales and revenue leaders define what winning looks like, hire for the roster, and build the meeting cadence that keeps it running. It explains why every metric should trace back to a reason the team understands and describes the three buckets behind the scoreboard. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/fwd-scoreboard) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Sprint_and_Recover_Pacing_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Sprint_and_Recover_Pacing_Checklist_Social.png)Leadership Habits](https://coaching.velocityadvisorygroup.com/leadership-library/sprint-and-recover-pacing-checklist) ChecklistLeadership Habits ### [Sprint-and-Recover Pacing](https://coaching.velocityadvisorygroup.com/leadership-library/sprint-and-recover-pacing-checklist) Are you leading at a pace you and your team can sustain? This checklist covers Sprint, Recover, and Signals, with checks like naming this week’s sprint days in advance, blocking time after each sprint to integrate lessons, and knowing your early signs of fatigue and chronic stress. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/sprint-and-recover-pacing-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Hope_Practice_Social.png?width=1200&height=630&name=Velocity_AG_The_Hope_Practice_Social.png)Leadership Habits](https://coaching.velocityadvisorygroup.com/leadership-library/hope-practice) GuideLeadership Habits ### [The Hope Practice](https://coaching.velocityadvisorygroup.com/leadership-library/hope-practice) This short morning practice and attention reset is for leaders who are running on empty and spread across five screens. Christine Miller shares her purpose and the daily habit that comes before anyone else gets anything from her, and she explains why attending to body language builds trust. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/hope-practice) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Execution_Cycle_Social.png?width=1200&height=630&name=Velocity_AG_The_Execution_Cycle_Social.png)Change & Execution](https://coaching.velocityadvisorygroup.com/leadership-library/execution-cycle) GuideChange & Execution ### [The Train-Audit-Execute Cycle](https://coaching.velocityadvisorygroup.com/leadership-library/execution-cycle) This framework helps you win through execution, not the fanciest strategy in the room. Seth Ingall explains why a substandard process executed well beats a great process executed poorly and why GEICO hired for attitude first, and a table lets you rate each stage of your cycle. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/execution-cycle) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Growth_Gig_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Growth_Gig_Checklist_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/growth-gig-checklist) ChecklistTalent & Development ### [Growth Gigs for Your Team](https://coaching.velocityadvisorygroup.com/leadership-library/growth-gig-checklist) Is every person on your team growing beyond the day job? The checklist covers Match, Support, and Trust, with checks like asking each person about personal and career goals and agreeing on a light check-in rhythm for each project. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/growth-gig-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Leadership_Ladder_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Leadership_Ladder_Checklist_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/leadership-ladder-checklist) ChecklistTalent & Development ### [Career Paths From Entry to Senior](https://coaching.velocityadvisorygroup.com/leadership-library/leadership-ladder-checklist) Does your organization support people at every rung? This checklist covers Entry, Manager, and Senior, with checks like showing candidates the full range of roles you hire for, preparing people for the jump from contributor to manager, and building executive presence in your senior pipeline. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/leadership-ladder-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Promise_Keeping_Check_Social.png?width=1200&height=630&name=Velocity_AG_The_Promise_Keeping_Check_Social.png)Leadership Habits](https://coaching.velocityadvisorygroup.com/leadership-library/promise-keeping-check) GuideLeadership Habits ### [Keeping One Hard Promise](https://coaching.velocityadvisorygroup.com/leadership-library/promise-keeping-check) This short framework helps leaders facing a hard announcement. José Suquet shares how he promised one round of downsizing and kept it through the financial crisis and COVID-19, and three questions test your next hard promise before you make it. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/promise-keeping-check) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Before_You_Automate_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Before_You_Automate_Checklist_Social.png)AI Adoption](https://coaching.velocityadvisorygroup.com/leadership-library/before-you-automate-checklist) ChecklistAI Adoption ### [Before You Automate](https://coaching.velocityadvisorygroup.com/leadership-library/before-you-automate-checklist) Is this process ready to automate, or just ready to speed up? The checklist covers Map, Measure, and Own, with checks like checking the process map against reality, defining success in clear, measurable terms, and naming an owner for every decision the tool informs. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/before-you-automate-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Change_Readiness_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Change_Readiness_Checklist_Social.png)Change & Execution](https://coaching.velocityadvisorygroup.com/leadership-library/change-readiness-checklist) ChecklistChange & Execution ### [Change Readiness for Crews](https://coaching.velocityadvisorygroup.com/leadership-library/change-readiness-checklist) Will your crews adopt this change or ignore it? This checklist covers People, Message, and Adoption, with checks like listing how crews, managers, and partners will react, explaining how the change makes their day better, and training new leaders before they have to use it. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/change-readiness-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Favorites_Check_Social.png?width=1200&height=630&name=Velocity_AG_The_Favorites_Check_Social.png)Leadership Habits](https://coaching.velocityadvisorygroup.com/leadership-library/favorites-check) GuideLeadership Habits ### [The Favorites Check](https://coaching.velocityadvisorygroup.com/leadership-library/favorites-check) This short self-check is for leaders who suspect they might be building one star at the cost of the rest of the team. Toni Burkard argues that a shining star doesn’t need to dim everyone else’s light, and the guide shows how assuming positive intent changes how a team feels. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/favorites-check) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Fact_or_Feeling_Filter_Social.png?width=1200&height=630&name=Velocity_AG_The_Fact_or_Feeling_Filter_Social.png)Leadership Habits](https://coaching.velocityadvisorygroup.com/leadership-library/fact-or-feeling-filter) GuideLeadership Habits ### [The Two-Word Filter](https://coaching.velocityadvisorygroup.com/leadership-library/fact-or-feeling-filter) This one-question filter helps you separate what’s actually true from what just feels true in the moment. Maggie Reed describes her daily habit of sorting fact from feeling and makes the case for non-leading questions, illustrated by a job-site update that opened with an alarm. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/fact-or-feeling-filter) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Nervous_System_Check_Social.png?width=1200&height=630&name=Velocity_AG_The_Nervous_System_Check_Social.png)Leadership Habits](https://coaching.velocityadvisorygroup.com/leadership-library/nervous-system-check) GuideLeadership Habits ### [The Nervous System Check](https://coaching.velocityadvisorygroup.com/leadership-library/nervous-system-check) This short framework is for leaders whose results depend more on their inner state than they’d like to admit. It explains why high achievers and high performers both get results, and why the difference is their impact on themselves and the systems around them. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/nervous-system-check) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Plan_to_Stay_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Plan_to_Stay_Checklist_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/plan-to-stay-checklist) ChecklistTalent & Development ### [Retention Planning for High Potentials](https://coaching.velocityadvisorygroup.com/leadership-library/plan-to-stay-checklist) Are you planning for your best people to stay? The checklist covers Identify, Develop, and Connect, with checks like naming the high potentials on your team, giving feedback in the moment instead of at the annual review, and scheduling career conversations outside the review cycle. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/plan-to-stay-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Say_It_So_It_Sticks_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Say_It_So_It_Sticks_Checklist_Social.png)Communication](https://coaching.velocityadvisorygroup.com/leadership-library/say-it-so-it-sticks-checklist) ChecklistCommunication ### [Announcements That Land](https://coaching.velocityadvisorygroup.com/leadership-library/say-it-so-it-sticks-checklist) Will everyone leave your next announcement with the same story? This checklist covers Point, Clarity, and Cascade, with checks like defining the outcome the message must drive, replacing jargon with plain words, and mapping your rings from the center out. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/say-it-so-it-sticks-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Small_Things_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Small_Things_Checklist_Social.png)Accountability](https://coaching.velocityadvisorygroup.com/leadership-library/small-things-checklist) ChecklistAccountability ### [Small Things, High Standards](https://coaching.velocityadvisorygroup.com/leadership-library/small-things-checklist) Do your small habits set the standard for everything else? The checklist covers Presence, Details, and Growth, with checks like bringing steady energy into the building every day, defining what 10 out of 10 work looks like for your team, and retiring at least one one-size-fits-all practice. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/small-things-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Complacency_Check_Social.png?width=1200&height=630&name=Velocity_AG_The_Complacency_Check_Social.png)Leadership Habits](https://coaching.velocityadvisorygroup.com/leadership-library/complacency-check) GuideLeadership Habits ### [The Complacency Check](https://coaching.velocityadvisorygroup.com/leadership-library/complacency-check) This short self-check is for leaders who have started to believe their own reviews. Jon Stenberg draws a sharp line between striving and arriving, and the guide explains how appropriate annoyance, futuring, and inviting challenge keep success from turning into complacency. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/complacency-check) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Case_for_Change_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Case_for_Change_Checklist_Social.png)Change & Execution](https://coaching.velocityadvisorygroup.com/leadership-library/case-for-change-checklist) ChecklistChange & Execution ### [The Case for Change](https://coaching.velocityadvisorygroup.com/leadership-library/case-for-change-checklist) Have you proven the need for change before proposing the fix? This checklist covers Facts, Pilot, and Advocates, with checks like measuring what matters instead of what flatters, deciding how bold the change should be, and lining up respected advocates who believe in it. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/case-for-change-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Indispensable_Check_Social.png?width=1200&height=630&name=Velocity_AG_The_Indispensable_Check_Social.png)AI Adoption](https://coaching.velocityadvisorygroup.com/leadership-library/indispensable-check) GuideAI Adoption ### [Staying Indispensable Beyond AI](https://coaching.velocityadvisorygroup.com/leadership-library/indispensable-check) This short framework helps leaders stay relevant by building the relationships and habits AI can’t replace. Addison Watson explains why AI is raising the bar for knowledge workers and why relationships are the answer, and the guide shows how overdelivering and humility keep you relevant. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/indispensable-check) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Three_Question_Reset_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Three_Question_Reset_Checklist_Social.png)Communication](https://coaching.velocityadvisorygroup.com/leadership-library/three-question-reset-checklist) ChecklistCommunication ### [The Three-Question Reset](https://coaching.velocityadvisorygroup.com/leadership-library/three-question-reset-checklist) Can you slow a tense room and steer it toward one decision? The checklist covers Slow Down, Challenge, and Flex, with checks like replying to a tense thread with questions instead of answers, telling the group up front that you will challenge ideas, and knowing each person’s communication style. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/three-question-reset-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Fit_In_Tax_Social.png?width=1200&height=630&name=Velocity_AG_The_Fit_In_Tax_Social.png)Leadership Habits](https://coaching.velocityadvisorygroup.com/leadership-library/fit-in-tax) GuideLeadership Habits ### [The Fit-In Tax of Masking](https://coaching.velocityadvisorygroup.com/leadership-library/fit-in-tax) This self-authenticity guide is for leaders who suspect they’re spending more energy managing how they appear than actually leading. It explains why the energy you spend trying to look like other leaders is energy your team never gets and lists seven signs of masking to check against your own week. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/fit-in-tax) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Appropriately_Annoyed_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Appropriately_Annoyed_Checklist_Social.png)Leadership Habits](https://coaching.velocityadvisorygroup.com/leadership-library/appropriately-annoyed-checklist) ChecklistLeadership Habits ### [Appropriately Annoyed](https://coaching.velocityadvisorygroup.com/leadership-library/appropriately-annoyed-checklist) Are you annoyed by the right things and at peace with the rest? This checklist covers Gaps, Good Enough, and Decisions, with checks like keeping a running list of gaps worth your annoyance, naming what is good enough for now, and listing every reason your idea is wrong before pitching it. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/appropriately-annoyed-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Consistency_at_Scale_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Consistency_at_Scale_Checklist_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/consistency-at-scale-checklist) ChecklistCulture & Team Health ### [Consistency Across Locations](https://coaching.velocityadvisorygroup.com/leadership-library/consistency-at-scale-checklist) Do your people know where you stand in every location? The checklist covers Truth, Promises, and Bench, with checks like listening in every location instead of only at headquarters, making each promise specific enough to test, and holding skip-level conversations at every level. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/consistency-at-scale-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Ascent_Model_Social.png?width=1200&height=630&name=Velocity_AG_The_Ascent_Model_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/ascent-model) GuideCulture & Team Health ### [The Ascent Model of Culture Risk](https://coaching.velocityadvisorygroup.com/leadership-library/ascent-model) This framework helps you spot the hidden risks in your organization before your board has to ask about them. Jim Brown reframes culture as risk and shows what 60% effort can cost in revenue, and the guide maps four culture strengths to four risks. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/ascent-model) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Partnering_Kickoff_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Partnering_Kickoff_Checklist_Social.png)Change & Execution](https://coaching.velocityadvisorygroup.com/leadership-library/partnering-kickoff-checklist) ChecklistChange & Execution ### [Aligning the Project at Kickoff](https://coaching.velocityadvisorygroup.com/leadership-library/partnering-kickoff-checklist) Is your project team aligned before the first shovel turns? This checklist covers Intention, Protocols, and People, with checks like defining what you expect from the partnering session, building a communication matrix for formal and urgent issues, and training the team on behavioral styles at kickoff. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/partnering-kickoff-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Overdeliver_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Overdeliver_Checklist_Social.png)Leadership Habits](https://coaching.velocityadvisorygroup.com/leadership-library/overdeliver-checklist) ChecklistLeadership Habits ### [Overdelivering for Partners](https://coaching.velocityadvisorygroup.com/leadership-library/overdeliver-checklist) Are you more than a value add to the people you serve? The checklist covers Automate, Listen, and Overdeliver, with checks like listing the busywork you never wanted to do, keeping notes on what each key partner cares about, and treating value add as the minimum instead of the goal. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/overdeliver-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Humanity_Check_Social.png?width=1200&height=630&name=Velocity_AG_The_Humanity_Check_Social.png)Leadership Habits](https://coaching.velocityadvisorygroup.com/leadership-library/humanity-check) GuideLeadership Habits ### [The Humanity Check](https://coaching.velocityadvisorygroup.com/leadership-library/humanity-check) This short framework helps you own your missteps as a leader instead of performing having it all figured out. Krista Robinson explains why hiding missteps creates a culture of pride and self over team, and she shows how she justified restructuring with evidence from the business. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/humanity-check) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Give_to_Get_Model_Social.png?width=1200&height=630&name=Velocity_AG_The_Give_to_Get_Model_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/give-to-get-model) GuideCulture & Team Health ### [Give to Get, From a Family Business](https://coaching.velocityadvisorygroup.com/leadership-library/give-to-get-model) This short framework helps you build a culture people believe in, drawn from an 80-year-old family business. Mike Ansay explains that culture is what people believe and support, not what leadership wants, and he describes personal thank-you calls and Tuesday notes. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/give-to-get-model) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Remote_Team_Cadence_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Remote_Team_Cadence_Checklist_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/remote-team-cadence-checklist) ChecklistCulture & Team Health ### [Cadence for Remote Teams](https://coaching.velocityadvisorygroup.com/leadership-library/remote-team-cadence-checklist) Does your remote team hear from you before silence fills in? This checklist covers Rhythm, Goals, and Trust, with checks like holding a weekly one-on-one with every team member, posting every goal on a shared sheet the whole team sees, and judging work by output instead of hours logged. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/remote-team-cadence-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Assumption_Check_Social.png?width=1200&height=630&name=Velocity_AG_The_Assumption_Check_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/assumption-check) GuideCulture & Team Health ### [The Assumption Check](https://coaching.velocityadvisorygroup.com/leadership-library/assumption-check) This short framework helps you catch the assumptions and half-measures that quietly damage culture-building work. Jackie Fisher describes how Juneau repeats the message, and three questions test what you’ve assumed, what’s under-resourced, and what needs repeating. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/assumption-check) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Get_Out_of_the_Way_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Get_Out_of_the_Way_Checklist_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/get-out-of-the-way-checklist) ChecklistTalent & Development ### [Getting Out of the Way](https://coaching.velocityadvisorygroup.com/leadership-library/get-out-of-the-way-checklist) Do your rules and clients help your best people or wear them down? The checklist covers Friction, Trust, and Protection, with checks like listing every timesheet and approval your team handles, giving people the tools they need, then stepping back, and naming the client behaviors your team will not accept. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/get-out-of-the-way-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Incentive_Check_Social.png?width=1200&height=630&name=Velocity_AG_The_Incentive_Check_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/incentive-check) GuideCulture & Team Health ### [The Incentive Check](https://coaching.velocityadvisorygroup.com/leadership-library/incentive-check) This short framework helps you make sure what you measure and reward matches the culture you say you want. Jeanne Hecht explains why culture is a full contact sport and why metrics and incentives shape it, and she describes how Lexitas reviews culture metrics every month. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/incentive-check) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Confusion_Audit_Social.png?width=1200&height=630&name=Velocity_AG_The_Confusion_Audit_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/confusion-audit) GuideCulture & Team Health ### [The Confusion Audit](https://coaching.velocityadvisorygroup.com/leadership-library/confusion-audit) This short framework helps you find where unclear roles, goals, and meetings are stalling your team’s momentum. Joe Witte explains why most companies stall for internal reasons and why confusion is the enemy of progress, and the guide shows how deliberate conversations build buy-in. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/confusion-audit) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Mutual_Expectations_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Mutual_Expectations_Checklist_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/mutual-expectations-checklist) ChecklistTalent & Development ### [Mutual Expectations](https://coaching.velocityadvisorygroup.com/leadership-library/mutual-expectations-checklist) Does each person know what to expect from you, and you from them? This checklist covers Agreement, Goals, and Support, with checks like writing a one-page agreement with each team member, setting goals with each person, not only for them, and running one-on-ones as support talks. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/mutual-expectations-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Surfacing_Test_Social.png?width=1200&height=630&name=Velocity_AG_The_Surfacing_Test_Social.png)Accountability](https://coaching.velocityadvisorygroup.com/leadership-library/surfacing-test) GuideAccountability ### [The Surfacing Test](https://coaching.velocityadvisorygroup.com/leadership-library/surfacing-test) This short framework is for leaders who keep getting pulled into work that should belong to someone else. It teaches the habit of repeating back what you heard, explains why curiosity beats certainty about what people can do, and gives you three questions to ask before you take over a problem. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/surfacing-test) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Mission_Filter_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Mission_Filter_Checklist_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/mission-filter-checklist) ChecklistCulture & Team Health ### [The Mission Filter](https://coaching.velocityadvisorygroup.com/leadership-library/mission-filter-checklist) Does your mission decide what your team says no to? The checklist covers Mission, Filter, and Hiring, with checks like defining what the best looks like instead of just the biggest, writing one question every new idea must pass, and interviewing for belief in the mission as well as skill. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/mission-filter-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Alignment_Check_Social.png?width=1200&height=630&name=Velocity_AG_The_Alignment_Check_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/alignment-check) GuideCulture & Team Health ### [The Alignment Check](https://coaching.velocityadvisorygroup.com/leadership-library/alignment-check) This short diagnostic tests whether your team has real alignment or just chemistry that hasn’t been tested yet. Dave Fechtman explains why leaders get less strategic when they’re winning, and three questions cover the shared goal, the why behind it, and the system that holds the team accountable. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/alignment-check) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_First_Time_Manager_Clarity_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_First_Time_Manager_Clarity_Checklist_Social.png)Talent & Development](https://coaching.velocityadvisorygroup.com/leadership-library/first-time-manager-clarity-checklist) ChecklistTalent & Development ### [First-Time Manager Clarity](https://coaching.velocityadvisorygroup.com/leadership-library/first-time-manager-clarity-checklist) Does your new team know its job, its measures, and its goals? This checklist covers Clarity, Coaching, and Candor, with checks like giving each person a written role description, setting a coaching one-on-one structure and cadence, and having the difficult conversation you were putting off. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/first-time-manager-clarity-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Guides/Velocity_AG_The_Fishbowl_Diagnostic_Social.png?width=1200&height=630&name=Velocity_AG_The_Fishbowl_Diagnostic_Social.png)Culture & Team Health](https://coaching.velocityadvisorygroup.com/leadership-library/fishbowl-diagnostic) GuideCulture & Team Health ### [The Fishbowl Diagnostic](https://coaching.velocityadvisorygroup.com/leadership-library/fishbowl-diagnostic) This self-assessment and working framework is for leaders who suspect their culture problem is an environment problem, not a people problem. Michael Dixon explains why most performance problems start in the environment, and two questions help you prepare for your next performance conversation. [Get the guide](https://coaching.velocityadvisorygroup.com/leadership-library/fishbowl-diagnostic) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/Podcast%20Episodes/Podcast%20Assets%20%28Social%29/Checklists/Velocity_AG_Everyday_Conversation_Checklist_Social.png?width=1200&height=630&name=Velocity_AG_Everyday_Conversation_Checklist_Social.png)Communication](https://coaching.velocityadvisorygroup.com/leadership-library/everyday-conversation-checklist) ChecklistCommunication ### [Everyday Conversations at Work](https://coaching.velocityadvisorygroup.com/leadership-library/everyday-conversation-checklist) Do your everyday conversations build trust or erode it? The checklist covers Schedule, Listen, and Know, with checks like listing five people to connect with this week, treating silence after questions as a signal instead of agreement, and knowing what drives each person on your team. [Get the checklist](https://coaching.velocityadvisorygroup.com/leadership-library/everyday-conversation-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_Construction_3_People.png?width=1200&height=630&name=Velocity_LinkedIn_Construction_3_People.png)Strategy & Planning](https://coaching.velocityadvisorygroup.com/four-shifts-checklist) ChecklistStrategy & Planning ### [Four Shifts Readiness for Construction](https://coaching.velocityadvisorygroup.com/four-shifts-checklist) This checklist has twenty checks across leadership, talent and retention, technology, funding, and price escalation, and it takes about fifteen minutes to score your construction firm. The first section covers how your leaders lead the change, and the other four take on each shift. [Get the checklist](https://coaching.velocityadvisorygroup.com/four-shifts-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_Construction_2_Funding.png?width=1200&height=630&name=Velocity_LinkedIn_Construction_2_Funding.png)Strategy & Planning](https://coaching.velocityadvisorygroup.com/four-shifts-guide) GuideStrategy & Planning ### [Four Shifts at Once in Construction](https://coaching.velocityadvisorygroup.com/four-shifts-guide) This seven-page guide helps construction leaders who face price escalation, funding pressure, workforce shortages, and new technology at the same time. It draws on AGC survey data from 951 firms and 1,830 workforce responses and includes a get-ahead and a fix-it playbook for each shift. [Get the guide](https://coaching.velocityadvisorygroup.com/four-shifts-guide) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_BD_1_A.png?width=1200&height=630&name=Velocity_LinkedIn_BD_1_A.png)DISC & Birds](https://coaching.velocityadvisorygroup.com/birds-ebook) GuideDISC & Birds ### [Stop Winging It With the Birds](https://coaching.velocityadvisorygroup.com/birds-ebook) This e-book explains how Eagles, Parrots, Doves, and Owls communicate and what each needs from the people around them. It opens with a quick “which bird sounds like you?” quiz, then covers each style’s traits, how to influence it, and its hidden genius. [Get the guide](https://coaching.velocityadvisorygroup.com/birds-ebook) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_BD_2_A.png?width=1200&height=630&name=Velocity_LinkedIn_BD_2_A.png)DISC & Birds](https://coaching.velocityadvisorygroup.com/birds-case-study) Case StudyDISC & Birds ### [Birds Bridging Office and Field](https://coaching.velocityadvisorygroup.com/birds-case-study) This case study shows how a fast-growing construction company used Birds as a shared language for office and field and lifted engagement 6.4 percent. It walks through teaching a shared language, bridging office and field, coaching the executives, and developing leaders. [Read the case study](https://coaching.velocityadvisorygroup.com/birds-case-study) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_BD_3_A.png?width=1200&height=630&name=Velocity_LinkedIn_BD_3_A.png)DISC & Birds](https://coaching.velocityadvisorygroup.com/birds-overview) One-PagerDISC & Birds ### [The Birds at a Glance](https://coaching.velocityadvisorygroup.com/birds-overview) This cheatsheet shows the four DISC styles as characters you can spot in the moment, so you can discover your style and then learn the others. It helps you understand how your behavior affects the group, adapt to the person and situation, and identify each style’s motivators and fears. [Get the one-pager](https://coaching.velocityadvisorygroup.com/birds-overview) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_SK_4_A.png?width=1200&height=630&name=Velocity_LinkedIn_SK_4_A.png)Sales & Revenue](https://coaching.velocityadvisorygroup.com/sales-kickoff-guide) GuideSales & Revenue ### [Sales Kickoff: Follow-Through First](https://coaching.velocityadvisorygroup.com/sales-kickoff-guide) This self-assessment and working framework is for sales leaders who suspect their kickoff problem isn’t energy but follow-through. The guide explains why a kickoff succeeds or fails on the 90 days after it and offers two questions to ask before you build the agenda. [Get the guide](https://coaching.velocityadvisorygroup.com/sales-kickoff-guide) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_SK_2_A.png?width=1200&height=630&name=Velocity_LinkedIn_SK_2_A.png)Sales & Revenue](https://coaching.velocityadvisorygroup.com/sales-kickoff-case-study) Case StudySales & Revenue ### [Kickoff Results at an Insurance Distributor](https://coaching.velocityadvisorygroup.com/sales-kickoff-case-study) This case study shows how training reinforced by coaching lifted new business submits 138 percent at a national wholesale insurance distributor. It starts with interviews of channel leaders, then covers defining success criteria, selecting participants, and training on the essentials. [Read the case study](https://coaching.velocityadvisorygroup.com/sales-kickoff-case-study) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_SK_3_A.png?width=1200&height=630&name=Velocity_LinkedIn_SK_3_A.png)Sales & Revenue](https://coaching.velocityadvisorygroup.com/sales-kickoff-overview) One-PagerSales & Revenue ### [Sales Kickoff: Practice Over Presentations](https://coaching.velocityadvisorygroup.com/sales-kickoff-overview) This cheatsheet shows how to build your sales kickoff around practice instead of presentations, with manager coaching and 30-, 60-, and 90-day checkpoints. It explains how the 5Cs of Selling, Practice Management, SalesAptiQ, Smarter Selling with AI, and the Birds fit a kickoff. [Get the one-pager](https://coaching.velocityadvisorygroup.com/sales-kickoff-overview) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_SK_1_A.png?width=1200&height=630&name=Velocity_LinkedIn_SK_1_A.png)Sales & Revenue](https://coaching.velocityadvisorygroup.com/sales-kickoff-checklist) ChecklistSales & Revenue ### [Sales Kickoff Plan Readiness](https://coaching.velocityadvisorygroup.com/sales-kickoff-checklist) Is your kickoff built to change how your team sells? This checklist covers Focus, Leaders, and Follow-Through, with checks like naming one or two selling behaviors to change this year, equipping front-line managers to coach the new skills, and defining a weekly rhythm of planning, check-ins, and CRM use. [Get the checklist](https://coaching.velocityadvisorygroup.com/sales-kickoff-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_BP_4_A.png?width=1200&height=630&name=Velocity_LinkedIn_BP_4_A.png)Strategy & Planning](https://coaching.velocityadvisorygroup.com/budget-planning-guide) GuideStrategy & Planning ### [2027 Budgets for Leadership and Culture](https://coaching.velocityadvisorygroup.com/budget-planning-guide) This self-assessment and working framework is for leaders who are building a 2027 budget for leadership, culture, and performance and need to defend it. It explains why people investments survive scrutiny when they are tied to outcomes and offers two questions for your next review. [Get the guide](https://coaching.velocityadvisorygroup.com/budget-planning-guide) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_BP_2_A.png?width=1200&height=630&name=Velocity_LinkedIn_BP_2_A.png)Strategy & Planning](https://coaching.velocityadvisorygroup.com/budget-planning-case-study) Case StudyStrategy & Planning ### [Making a Culture Investment Visible](https://coaching.velocityadvisorygroup.com/budget-planning-case-study) This case study shows how a biopharmaceutical company made its culture investment visible and cut employee turnover from 30 to 8 percent in a year. It walks through clarifying mission, vision, and values, listening first, forming a Culture Advisory Board, and focusing on a short list of actions. [Read the case study](https://coaching.velocityadvisorygroup.com/budget-planning-case-study) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_BP_3_A.png?width=1200&height=630&name=Velocity_LinkedIn_BP_3_A.png)Strategy & Planning](https://coaching.velocityadvisorygroup.com/budget-planning-overview) One-PagerStrategy & Planning ### [2027 Planning Conversation Brief](https://coaching.velocityadvisorygroup.com/budget-planning-overview) This one-page brief helps you review, connect, and phase your 2027 plan so investments in leaders and culture hold up under scrutiny. It groups Velocity programs by budget category, from Emerging Leaders and Executive Offsite to the Intentional Culture Framework and Birds. [Get the one-pager](https://coaching.velocityadvisorygroup.com/budget-planning-overview) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_BP_1_A.png?width=1200&height=630&name=Velocity_LinkedIn_BP_1_A.png)Strategy & Planning](https://coaching.velocityadvisorygroup.com/budget-planning-checklist) ChecklistStrategy & Planning ### [Budget Request Readiness for 2027](https://coaching.velocityadvisorygroup.com/budget-planning-checklist) Is your request ready for budget review? The checklist covers Outcomes, Timing, and Plan, with checks like tying every request to a specific 2027 business goal, starting conversations before the budget deadline, and phasing the request across the year with milestones. [Get the checklist](https://coaching.velocityadvisorygroup.com/budget-planning-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_SP_5_A.png?width=1200&height=630&name=Velocity_LinkedIn_SP_5_A.png)Strategy & Planning](https://coaching.velocityadvisorygroup.com/strategic-planning-guide) GuideStrategy & Planning ### [Strategic Plans That Don’t Stall](https://coaching.velocityadvisorygroup.com/strategic-planning-guide) This self-assessment and working framework is for leaders who suspect their strategy problem isn’t a planning problem but an execution problem. The guide explains why a plan is only as good as the team’s shared understanding of it and offers two questions to ask before your next session. [Get the guide](https://coaching.velocityadvisorygroup.com/strategic-planning-guide) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_SP_4_A.png?width=1200&height=630&name=Velocity_LinkedIn_SP_4_A.png)Strategy & Planning](https://coaching.velocityadvisorygroup.com/strategic-planning-case-study-golf) Case StudyStrategy & Planning ### [A Golf Association’s First Strategic Plan](https://coaching.velocityadvisorygroup.com/strategic-planning-case-study-golf) This case study shows how a statewide golf association brought 14 board members and seven staff together to build its first strategic plan from strength. It covers planning proactively, defining a unified direction, and setting clear priorities that give the board and staff the same short list. [Read the case study](https://coaching.velocityadvisorygroup.com/strategic-planning-case-study-golf) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_SP_2_A.png?width=1200&height=630&name=Velocity_LinkedIn_SP_2_A.png)Strategy & Planning](https://coaching.velocityadvisorygroup.com/strategic-planning-case-study-solar) Case StudyStrategy & Planning ### [A Solar Company’s Two-Day Plan](https://coaching.velocityadvisorygroup.com/strategic-planning-case-study-solar) This case study shows how a solar EPC company built a plan with its people in two days and reached 60 percent of its annual revenue goal in six months. It covers asking employees first, running an intensive two-day process, defining a North Star, and setting aggressive annual targets. [Read the case study](https://coaching.velocityadvisorygroup.com/strategic-planning-case-study-solar) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_SP_3_A.png?width=1200&height=630&name=Velocity_LinkedIn_SP_3_A.png)Strategy & Planning](https://coaching.velocityadvisorygroup.com/strategic-planning-overview) One-PagerStrategy & Planning ### [Facilitated Planning in One Page](https://coaching.velocityadvisorygroup.com/strategic-planning-overview) This one-page overview explains facilitated planning, which includes pre-session work, a senior-led session, and a year of support for a plan your whole team owns. You receive a game plan, a record of the session, a Plan Launch Meeting, and 3 to 4 sustainability calls. [Get the one-pager](https://coaching.velocityadvisorygroup.com/strategic-planning-overview) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_SP_1_A.png?width=1200&height=630&name=Velocity_LinkedIn_SP_1_A.png)Strategy & Planning](https://coaching.velocityadvisorygroup.com/strategic-planning-checklist) ChecklistStrategy & Planning ### [Strategic Plan Readiness](https://coaching.velocityadvisorygroup.com/strategic-planning-checklist) Is your plan ready for your next planning session? This checklist covers Direction, Ownership, and Rhythm, with checks like defining where you want to be in 24 to 36 months in plain language, naming one owner for every priority, and scheduling quarterly reviews for the full year. [Get the checklist](https://coaching.velocityadvisorygroup.com/strategic-planning-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_AI_4_A.png?width=1200&height=630&name=Velocity_LinkedIn_AI_4_A.png)AI Adoption](https://coaching.velocityadvisorygroup.com/ai-adoption-guide) GuideAI Adoption ### [AI Adoption Starts With the Team](https://coaching.velocityadvisorygroup.com/ai-adoption-guide) This self-assessment and working framework is for leaders who suspect their AI problem isn’t a technology problem but an adoption problem. The guide explains why AI adoption is a leadership and behavior challenge and offers two questions to ask before your next rollout. [Get the guide](https://coaching.velocityadvisorygroup.com/ai-adoption-guide) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_AI_2_A.png?width=1200&height=630&name=Velocity_LinkedIn_AI_2_A.png)AI Adoption](https://coaching.velocityadvisorygroup.com/ai-adoption-case-study) Case StudyAI Adoption ### [Daily Selling Habits With AI](https://coaching.velocityadvisorygroup.com/ai-adoption-case-study) This case study shows how a national insurance carrier turned AI curiosity into daily selling habits for about 180 field sales leaders. The 75-minute session ends with six plays they can use the following Monday, including a three-minute pre-call ritual. [Read the case study](https://coaching.velocityadvisorygroup.com/ai-adoption-case-study) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_AI_3_A.png?width=1200&height=630&name=Velocity_LinkedIn_AI_3_A.png)AI Adoption](https://coaching.velocityadvisorygroup.com/ai-adoption-overview) One-PagerAI Adoption ### [AI Adoption in One Page](https://coaching.velocityadvisorygroup.com/ai-adoption-overview) This cheatsheet shows how to start AI adoption with one use case, one owner, and one number and bring your whole team along. You get a readiness score across purpose, people, and guardrails, plus a 90-day plan that ends in a decision to scale, adjust, or stop. [Get the one-pager](https://coaching.velocityadvisorygroup.com/ai-adoption-overview) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_AI_1_A.png?width=1200&height=630&name=Velocity_LinkedIn_AI_1_A.png)AI Adoption](https://coaching.velocityadvisorygroup.com/ai-adoption-checklist) ChecklistAI Adoption ### [AI Readiness for Your Team](https://coaching.velocityadvisorygroup.com/ai-adoption-checklist) Is your team ready to use AI, not just to buy it? The checklist covers Purpose, People, and Guardrails, with checks like identifying one specific use case tied to a real business need, asking the team how they feel about AI, and publishing written data rules for what can go into AI tools. [Get the checklist](https://coaching.velocityadvisorygroup.com/ai-adoption-checklist) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/1200x600%20(1).jpg?width=1200&height=630&name=1200x600%20(1).jpg)DISC & Birds](https://coaching.velocityadvisorygroup.com/a-decade-of-behavioral-shift) ReportDISC & Birds ### [A Decade of Behavioral Shift](https://coaching.velocityadvisorygroup.com/a-decade-of-behavioral-shift) This study of 23,000+ behavioral assessments from 2014 to 2025 finds that analytical and relational styles now make up over three-quarters of the workforce, up from 58 percent a decade ago. It also shows that 2020 worked as a pivot rather than a rupture. [Get the report](https://coaching.velocityadvisorygroup.com/a-decade-of-behavioral-shift) - [![](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/white%20paper%20email%20header-1.jpg?width=1200&height=630&name=white%20paper%20email%20header-1.jpg)Talent & Development](https://coaching.velocityadvisorygroup.com/the-leadership-gap-you-cant-afford-to-ignore-download) ReportTalent & Development ### [Outside Hires vs. Homegrown Leaders](https://coaching.velocityadvisorygroup.com/the-leadership-gap-you-cant-afford-to-ignore-download) External hires can cost 20 percent more, take 12 to 18 months to ramp up, and often fail in their first year. This whitepaper makes the business case for developing leaders from within, including the effects on retention, promotion, and cultural alignment. [Get the report](https://coaching.velocityadvisorygroup.com/the-leadership-gap-you-cant-afford-to-ignore-download) No resources match those filters. Clear a filter or try a different search. 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