Umbrex has put together our Top 12 Playbooks as a bundled set.
Request the Umbrex 2025 Playbook Bundle
The bundle includes:
B2B Go-to-Market Strategy Handbook
A guide to the methods and tactics a business will use to reach its target customers, achieve competitive differentiation, and drive sales and market share growth.
Business Plan Playbook
A comprehensive guide to writing a business plan, including a template for your own plan.
Chief Strategy Officer Handbook
A comprehensive guide to equip CSOs with the knowledge, tools, and insights needed to thrive.
With practical advice, strategic frameworks, and real-world examples, the handbook includes 17 chapters on topics ranging from pathways to the CSO role and its functions, to strategic planning and leadership.
Commercial Due Diligence Playbook
A step-by-step guide to conducting a comprehensive investigation into an organization before signing a contract, acquiring a company, or undertaking any significant transaction or partnership.
Competitive Intelligence Playbook
A comprehensive guide to conducting effective competitive intelligence on an ongoing basis or in specific scenarios, such as commercial due diligence during a merger or acquisition.
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.
- Umbrex 2024 Resource Bundle (not available)
- Umbrex 2023 Resource Bundle
