Resources
FREE Strategic Planning Checklist
This simple but powerful checklist helps you get clear on where you're going, how you’ll measure success, and what it’ll take to get there. Perfect for leaders who want to go from fuzzy goals to focused execution.
FREE Chief of Staff Toolkit
This toolkit takes the concepts from the Chief of Staff book and turns them into action. Inside, you’ll get 7 downloadable resources designed to make your job easier- like a strategic priorities template, a time management guide, and a conflict resolution framework. Whether you’re new to the role or looking to sharpen your edge, these tools help you build clarity, structure, and momentum.
FREE Flash Report Template
Keep the leadership team, the board, and the wider organization aligned with one clear view of the numbers. Get a mix of hard numbers and real perspective from stakeholders so you know exactly where you stand. Perfect for quick weekly or monthly check-ins, this tool gives you a shared source of truth to track progress, see the big picture, build accountability, spot warning signs early, and double-down on what’s working quickly.
COS Skill Assessment Checklist
Check if you have what it takes!
Curious if you’re ready for the Chief of Staff role? This checklist gives you a clear, straightforward way to assess your strengths, spot gaps, and start building the skills that matter most.
Chief of Staff Hiring Quick Guide
Find the perfect hire today!
This guide helps you get it right from the start. It walks you through what to look for, red flags to avoid, and the kinds of interview questions that actually matter. Perfect for founders, execs, and hiring managers who want to set their COS (and themselves) up for success.
The Communication Blueprint
Gain Influence and Shape Outcomes
This blueprint shows you how to tailor your message to your boss’s priorities, frame conversations for impact, and handle pushback like a pro. Think less guessing, more green lights.
Podcasts Every Chief of Staff Should Listen To
This roundup of must-listen podcasts is packed with real talk, insider tips, and candid stories from Chiefs of Staff, founders, and execs. Perfect for walks, commutes, or quick leadership refreshers.
A Day in the Life of a Chief of Staff
See a real-world example
If you’ve ever wondered what a Chief of Staff actually does all day, here’s your answer. This example day shows how COSs bounce between big-picture strategy, team support, and “get it done” mode—all while keeping the wheels turning behind the scenes.
