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MD-U01 - Management I Development
Chapter 0 — How to Use This Manual Standards, Scope, and Rules of Engagement Chapter Purpose This chapter establishes how this manual must be used, who it applies to, and what happens if it is ignored. This manual is not: optional reading leadership ...
FlowOps Foundations Outline
Purpose: Teach teams how to design, build, scale, and govern processes without over-engineering. This is Book 1 — intentionally high-level, practical, and immediately usable. Unit 0: FlowOps Orientation Purpose: Establish shared language and expectations....
Unit 1 — Diagnostic: Where Are You Really?
Unit ID: FO-FND-01Estimated Time: 60–90 minutesDelivery Mode: Self-Guided or Catalyst-LedApplies To: Founders, operators, managers, team leadsPrerequisites: None Unit Purpose and Role in FlowOps This unit establishes the foundation for all FlowOps work. Ev...
Unit 2 — Building from Nothing: The Single-Owner Micro-Process
Unit ID: FO-FND-02Estimated Time: 60–120 minutesDelivery Mode: Self-Guided or Catalyst-LedApplies To: Founders, operators, managers, individual contributorsPrerequisites: Completion of Unit 1 Diagnostic Unit Purpose and Role in FlowOps Unit 2 is where Flow...
Unit 3 — Introducing Handoffs: Adding a Second Person Without Breaking the Process
Unit ID: FO-FND-03Estimated Time: 90–150 minutesDelivery Mode: Self-Guided or Catalyst-LedApplies To: Founders, operators, managers, individual contributorsPrerequisites: Completion of Unit 2 (Single-Owner Micro-Process) Unit Purpose and Role in FlowOps Un...
Unit 4 — Chaining Processes: Creating a Simple Workflow
Unit ID: FO-FND-04Estimated Time: 120–180 minutesDelivery Mode: Self-Guided or Catalyst-LedApplies To: Founders, operators, managers, process ownersPrerequisites: Completion of Unit 3 (Defined Handoffs) Unit Purpose and Role in FlowOps Unit 4 is where isol...
Unit 5 — Exceptions & Edge Cases: Designing for Reality
Unit ID: FO-FND-05Estimated Time: 90–150 minutesDelivery Mode: Self-Guided or Catalyst-LedApplies To: Founders, operators, managers, process and workflow ownersPrerequisites: Completion of Unit 4 (Simple Workflow) Unit Purpose and Role in FlowOps Unit 5 ad...
Unit 6 — Data by Design: Defining the Information That Drives Flow
Unit ID: FO-FND-06Estimated Time: 90–150 minutesDelivery Mode: Self-Guided or Catalyst-LedApplies To: Founders, operators, managers, process and workflow ownersPrerequisites: Completion of Unit 4 (Simple Workflow) and Unit 5 (Exceptions & Edge Cases) Unit P...
Unit 8 — Roles & Responsibilities: Linking People to Flow
Unit ID: FO-FND-08Estimated Time: 90–150 minutesDelivery Mode: Self-Guided or Catalyst-LedApplies To: Founders, operators, managers, team leads, process ownersPrerequisites: Completion of Unit 4 (Simple Workflow) and Unit 6 (Data by Design) Unit Purpose and...
Unit 10 — Metrics & Operating Rhythm: Managing Flow, Not People
Unit ID: FO-FND-10Estimated Time: 90–150 minutesDelivery Mode: Self-Guided or Catalyst-LedApplies To: Founders, operators, managers, workflow and process ownersPrerequisites: Completion of Units 4–7 (Workflow, Exceptions, Data, Roles) Unit Purpose and Role ...
Unit 11 — Process Building Blocks: Improve, Don’t Rebuild
Unit ID: FO-FND-11Estimated Time: 90–150 minutesDelivery Mode: Self-Guided or Catalyst-LedApplies To: Founders, operators, managers, process and workflow ownersPrerequisites: Completion of Units 2–8 (Process, Workflow, Data, Roles, Metrics) Unit Purpose and...
Unit 12 — Automation Readiness & Scale: Accelerating Stable Flow
Unit ID: FO-FND-12Estimated Time: 90–150 minutesDelivery Mode: Self-Guided or Catalyst-LedApplies To: Founders, operators, managers, process and workflow ownersPrerequisites: Completion of Units 1–9 (Flow clarity, data, roles, metrics, iteration) Unit Purpo...
Unit 7 — Interdependent & Cross-Functional Flows: Managing Work Across Teams
Unit ID: FO-FND-07Estimated Time: 120–180 minutesDelivery Mode: Self-Guided or Catalyst-LedApplies To: Founders, operators, managers, workflow owners, team leadsPrerequisites: Completion of Units 4–6 (Workflow, Exceptions, Data) Unit Purpose and Role in Flo...
Unit 9 — Capacity & Bottlenecks: Making Flow Sustainable
Unit ID: FO-FND-09Estimated Time: 120–180 minutesDelivery Mode: Self-Guided or Catalyst-LedApplies To: Founders, operators, managers, workflow ownersPrerequisites: Completion of Units 4–8 (Workflow, Exceptions, Data, Cross-Functional Flow, Roles) Unit Purpo...
Catalyst SalesOps Manual: NEPQ Framework
Introduction Neuro-Emotional Persuasion Questioning (NEPQ) is a modern sales methodology that focuses on leading conversations with questions to help buyers persuade themselves, rather than pushing a hard sales pitch. Developed by Jeremy Miner, NEPQ brings hu...
Unit X: Evidence-Based Progression
Designing steps, defining proof, and governing support without chaos Unit Intent This unit teaches how to: break real processes into valid steps define where steps start and end identify what data and artifacts prove completion redesign steps based o...
Unit 1 — SalesOps First Principles
Purpose of This Unit This unit defines the non-negotiable principles that govern SalesOps. Before stages, metrics, pipelines, or training exist, SalesOps must be grounded in clear operating truths.These principles act as constraints — they determine what is ...
Unit 2 — Lead Generation Architecture
Purpose of This Unit This unit defines how demand enters the SalesOps system. Before qualification, nurturing, or closing can exist, SalesOps must establish a clear architecture for lead generation. Without this, sales teams are forced to self-generate deman...