Umbrex has put together a bundled set of more than 100 of our resources, available at no cost by filling out the form.
The resources are organized into the following categories:
Request the Umbrex 100 Resource Bundle
Playbooks
- B2B Go-to-Market Strategy Handbook
- Business Plan Playbook
- Chief of Staff Handbook
- Chief Strategy Officer Handbook
- Commercial Due Diligence Playbook
- Competitive Intelligence Playbook
- Corrective & Preventive Actions Playbook
- Email Deliverability Playbook
- Executive Handover Playbook
- Marketing Plan Playbook
- Operational Due Diligence Playbook
- PESTEL Analysis Playbook
- Post-Merger Integration Playbook
- Private Equity Board Member Handbook
- Project Management Office Playbook
- Rapid IT Assessment Playbook
- RFP Playbook
- Search Engine Optimization Playbook
- Strategic Planning Playbook
- Strategy Offsite Playbook
Diagnostic Guides
Consulting Toolkit
- PowerPoint Slide Template Library
- Ultimate Guide to Executive Summary Slides
- Consulting Frameworks Toolkit
- Field Guide to Change Management Frameworks
- Busy Consultant’s Guide to Mastering Microsoft Excel
- Busy Consultant’s Guide to Mastering Microsoft PowerPoint
- Project Kickoff Toolkit
- McKinsey Approach to Problem Solving
- Library of Creativity Exercises
- B2B Survey Question Bank
- Voice of the Customer Interview Guide
Business Development
Running Your Practice
- Guide to Setting Up Your Consulting Practice (including code for free access)
- Consulting Contract Guide & Templates
- Invoice Tips & Templates
- Library of Policy Documents
Team
Career Growth
Business Knowledge
Industry Knowledge
- How the Aerospace & Defense Industry Works
- How the Agriculture & Food Industry Works
- How the Automotive & Transportation Industry Works
- How the Banking & Financial Services Industry Works
- How the Consumer & Retail Industry Works
- How the Energy & Natural Resources Industry Works
- How the Healthcare & Life Sciences Industry Works
- How the Insurance Industry Works
- How the Manufacturing & Industrial Industry Works
- How the Media & Entertainment Industry Works
- How the Professional & Business Services Industry Works
- How the Real Estate & Construction Industry Works
- How the Technology & Telecom Industry Works
- How the Travel & Hospitality Industry Works
- How the Waste Management & Sustainability Industry Works
Industry Analyses
- How to Analyze an Aerospace & Defense Company
- How to Analyze an Agriculture Company
- How to Analyze an Airline Company
- How to Analyze an Auto Insurance Company
- How to Analyze a Biotechnology Company
- How to Analyze a Chemical Company
- How to Analyze a Consumer Packaged Goods Company
- How to Analyze a Cosmetics Company
- How to Analyze an Electricity Generation Company
- How to Analyze a Health Payor
- How to Analyze a Healthcare Provider
- How to Analyze a Hospitality Company
- How to Analyze a Life Insurance Company
- How to Analyze a Manufacturing Company
- How to Analyze a Media & Entertainment Company
- How to Analyze a Medical Device Company
- How to Analyze a Metals & Mining Company
- How to Analyze a Pharmaceutical Company
- How to Analyze a Property & Casualty Insurance Company
- How to Analyze a Retail Bank
- How to Analyze a Retail Company
- How to Analyze a SaaS Company
- How to Analyze a Telecommunications Company
- How to Analyze a Third Party Logistics Company
- How to Analyze a Waste Management Company
- How to Analyze a Wine, Beer & Spirits Company
Marketing Plan Playbook
A step-by-step guide to creating an effective marketing plan to ensure that your marketing efforts are focused, strategic, and aligned with overall objectives. The playbook includes a marketing plan template you can customize for your firm.
Post-Merger Integration Playbook
A manual that clarifies what needs to be done, when, and by whom during an M&A integration. It provides a roadmap for the process with best practices, tasks, and assigned roles for team members and stakeholders. It aims to help an organization go through a complex and time-consuming integration faster and more efficiently.
Private Equity Board Member’s Handbook
This handbook is designed to serve as a practical guide for individuals serving on PE portfolio company boards. Whether you are an experienced board member looking to refine your approach or stepping into this role for the first time, this resource will provide the insights, frameworks, and actionable advice needed to excel.
Project Management Office Playbook
A comprehensive guide to setting up, managing, and optimizing a PMO within your organization. This playbook defines the complete guidelines for a PMO and provides a roadmap for the different tasks, durations, deliverables, project life-cycle, and so on associated with a PMO. It helps keep the project development on track and guides you in defining, assigning, and monitoring activities of project.
RFP Playbook
A detailed guide to to each step of the RFP process. This resource was developed to help you create a formal process for Requests for Proposals and includes checklists, examples, and templates.
Strategic Planning Playbook
A step-by-step guide to the process of creating an effective strategic plan for your organization. It includes checklists, templates, and examples you can adapt for your firm.
Strategy Offsite Playbook
A guide to designing and facilitating transformative events that focuses on practical tasks. It includes checklists, step-by-step processes, and templates to help independent consultants design and facilitate transformative strategy offsites.
