Your Toolkit

The templates

Everything you fill in, print, and live with ... download, then work through the parts in order.

Downloads

Four files. That's the whole kit.

Download all four before your get-ready week. The Workshop Kit and Plan open in Word (or Google Docs); the Tracker opens in Excel (or Google Sheets).

PDF · 34 pages

The Playbook

The full guide ... every conversation scripted, every step explained. This site is the same content, always in your pocket.

Download PDF
Word document

Workshop Kit

The get-ready worksheets (P1–P4) and every workshop worksheet, plus the 2-hour agenda.

Download Kit
Word document

90-Day Launch Plan

The fill-in-the-blanks plan you complete within 48 hours of your workshop.

Download Plan
Excel spreadsheet

Weekly Tracker

The list your team walks once a week so nothing quietly slips. It grades itself.

Download Tracker
Required before the workshop

Every owner takes the Working Genius quiz (about $25/person) at workinggenius.com before the workshop ... it's the map of how your team is wired (Part 1), and it's a requirement of this process: the workshop hands out every job based on it. Budget it like it's part of the Playbook.

Run it yourselves. Or run it with us.

Your Playbook includes a 15-minute advisory call ... bring your questions or your filled-in plan. And if you'd like us at the table for the whole thing, the Facilitator and Full Service packages are for exactly that.

See the packages at rossiworks.com →