Box Reference Index — Curated for the Project Coordinator

Every reference below is a real file in the Cortado Box universe (verified against the local Box scanner DB on 2026-05-14). Paths are relative to All Files/.

This index is the canonical "where do I read about X" map. If something is missing here that should be in the curriculum, that's a Tier 1 idle-backlog item: write the missing doc and add it here.

Cortado worldview & philosophy

Topic	File
Cortado philosophy	HR - Learning & Development/Consultant Development Program/Organize Phase/1. Our Philosophy.pptx
Our ICP (who we serve)	HR - Learning & Development/Consultant Development Program/Marquettes We Serve/1. Our ICP.pptx
EM playbook excerpt	HR - Learning & Development/Consultant Development Program/CG_EM_Playbok_Excerpt_Phase0_111423.pptx
Employee survey (cultural context)	HR - Learning & Development/Consultant Development Program/Cortado_Employee_Survey_090623_vFINAL.docx

Communication craft

Topic	File
BLUF (Bottom Line Up Front)	Consultant Development Program/Steercos/WIP/2. The_Power_of_BLUF.mp4
One Slide One Point	Consultant Development Program/Storytelling/One Slide One Point.pdf
Storylining	Consultant Development Program/Storytelling/Storylining 1-Pager.pdf
Micro-stories	Consultant Development Program/Storytelling/Micro-Stories.pdf
Storytelling fundamentals checklist	Consultant Development Program/Storytelling/Fundamentals Checklist.pdf

Steerco mastery

Topic	File
Best practices doc	Consultant Development Program/Steercos/Steerco Best Practices.docx
Winning the room (video)	Consultant Development Program/Steercos/WIP/6. Winning_the_Room.mp4
Winning your meeting (video)	Consultant Development Program/Steercos/WIP/5. Winning_Your_Meeting.mp4
SteerCo course materials	Consultant Development Program/Steercos/SteerCo Best Practices/Course.txt

Asana — complete tutorial series (12 videos)

All in HR - Learning & Development/Asana/. Watch in order.

1. Creating Your Asana Account
2. Logging Into Asana
3. Getting Oriented
4. Projects and Tasks
5. My Tasks
6. Asana Inbox
7. Managing Notifications
8. Client Facing Projects
9. Privacy and Sharing
10. Asana for Slack Integration
11. Updates and 4 Blockers (most important)
12. File Sharing

Project methodology — Cortado's PMO canon

The internal sources for how Cortado actually runs projects (Waterfall, Kanban, hybrid). Used in asana_kanban_waterfall_primer.md.

• PMO All-Hands (Jan 6 2023, David's own framing): Corporate - SHARED/Shared - All Hands Meetings/2023 All-hands Meetings/Recordings from All-hands Meetings 2023/AllHands_010623_PMO_Overview_Training.mp4
• Cortado Engagement Methodology — 11-part audio course: HR - Learning & Development/Consultant Development Program/Cortado Engagement Methodology/ (modules 01-11 + Cortado Engagement Methodology Training.pptx)
• One-pager summary: Corporate - SHARED/Shared - Delivery Guides/0. CG Engagement Methodology/Engagement Methodology 'One Pager'.pdf
• Borrowed brilliance — Agile depth read: Shared - Innovation & AI/Source - Cortado Group GTM/Managing Agile Projects (Sanjiv Augustine).docx
• Change management methodology (draft): Corporate - Innovation Lab & Product SHARED (2025)/Product - GTM Framework Redesign (2025)/1. Discovery/Discovery - Enablement & Change Management/Our Change Management Methodology [DRAFT].pptx

Project plan templates and real-world examples

Type	File
Template	Clients/Riverside (RMCF)/Product Innovation Development/Assessments/Unifocus/PMAT #3 - Dec 2024/Documentation/GTM Project Plan Template.xlsx
Live example	Clients/Vomela/Vomela - Addendum A - GTM Build/3. Client Presentations & Deliverables/Deliverables/Vomela Project Plan 2025.xlsx
Live example	Clients/Merchants Fleet/Merchants Fleet - Addendum A - GTM Transformation/1. Discovery & Client Uploads/ST GTM Project Plan.xlsx
Asana export example	Clients/HC Companies/HC Companies - Addendum A - GTM Transformation/2. Analysis & Working Files/asana_export_HC_GTM_Transformation_Addendum_A.xlsx
Product Launch Asana template	Clients/Riverside (RMCF)/Product Innovation Development/Assessments/Omnigo/PMAT 1 - Oct 2023/Documentation/05. Launch & Post-Launch/01. Product & Major Feature Launch/1. Product Launch Project Plan/Product Launch Asana Template Example.docx

RevOps Execution System (firm methodology)

All in Corporate - SHARED/Shared - Delivery Guides/RevOps Execution System/:

• Cortado_Group_eHouse_ClientSuccessPlaybook.pptx
• Cortado_Group_Worksuite_Sales_Playbook_08082023.pptx
• Cortado_Group_Quin_PipelineInspectionProcess_20250314.pptx

Plus: Corporate - SHARED/Shared - RevOps/CortadoGroup_Company_Journey_Sales_Alignment_Process_241022_template.pptx

RevOps in the wild — engagement-specific playbooks

Engagement	File
Crownpeak	Clients/Crownpeak/Addendum D - RevOps/4. Deliverables/CP_ Playbook - V2.pptx
EverAg	Clients/EverAg/EverAg - Addendum A - RevOps Build/2. Analysis & Working Files/EverAG Playbook Template.pptx
Aqfer	Clients/Aqfer/Addendum A - Fractional RevOps/3. Client Presentations & Deliverables/Aqfer_Lead Management Process.pptx
CCL	Clients/CCL/CCL - Addendum A - GTM Activation/2. Analysis & Working Files/RevOps_Pipeline_Inspection_Process.pptx
SocialClimb	Clients/SocialClimb/Addendum B - Rev Ops/1. Discovery/Social Climb Lead Conversion Process_V5.pdf
TMA Systems	Corporate - Proposals, MSAs & Addendums/Contracts - TMA Systems/Addendum X - RevOps/Integrated Process.pptx
USRBP	Clients/USRBP/USRBP - Addendum A - ICMO, Seg, RevOps/1. Discovery/USEBSG Prospecting & Sales Playbook.pdf
NetBase Quid	Clients/NetBase Quid/NetBase - Addendum B - RevOps+/2. Analysis & Working Files/CG NBQ Sales Process - Working File.pptx
Beckway	Clients/Beckway/Beckway - Addendum A - iRevOps/1. Discovery & Client Uploads/Beckway Forecast Methodology 1.xlsx

GROW coaching model — Cortado-internal canon

What powers the weekly GROW meetings in mentor_check_in_template.md. Cortado's internal Goal / Reality / Options / Way Forward version — licensed from Sarah Bedwell LLC and taught in our own consultant development program.

Primary sources (Cortado internal — use these):

• Job Aid (canonical question bank): CG - IT/Robert Gammon Offboarding/Team Dynamics/Mitch Larson Coaching/Job Aid - GROW Questions.pptx
• Training videos (6-part series, Feb-Apr 2024) in HR - Learning & Development/Consultant Development Program/Consultant Development GROW Coaching Training Videos/:
• CG_Consultant_Development_20240226.mp4
• CG_Consultant_Development_20240227.mp4
• CG_Consultant_Development_20240312.mp4
• CG_Consultant_Development_20240318.mp4
• CG_Consultant_Development_20240325.mp4
• CG_Consultant_Development_20240401.mp4
• Related Mitch Larson coaching docs: CG - IT/Robert Gammon Offboarding/Team Dynamics/Mitch Larson Coaching/Mitch Larson Coaching (1).docx and Driving Concensus Rubruic.docx
• Cortado has even built a branded GROW AI assistant icon: Corporate - Marketing/Marketing - Branding 2022/AI GPT Icons/CG GROW [Assistant].png

Client-engagement adaptations (DO NOT use as canon — these reframe GROW for specific clients):

• Clients/CEA Alliance/CEA - Addendum A - Sales Enablement/3. Client Presentations & Deliverables/5. Training & Coaching/ — relabels W as "Will Do" and coachees as "Strategists"
• Clients/DTN/DTN - Addendum B - GTM Build/3. Client Presentations & Deliverables/Deliverables/Big Deal Coaching/ — applies GROW to deal coaching (Big Deal Coaching - Husky Cenovus - Cortado GROW 050925.pptx and Sheetz - Group GROW Coaching.mp4 are good worked examples to watch)

Lesson learned: Cortado client folders contain dozens of GROW-flavored decks because we sell coaching. When training our own people, always pull from the HR - L&D/ track first, NOT from client deliverables.

Cortado-internal onboarding assets (the one I almost missed)

The whole folder Corporate - SHARED/Shared - Onboarding (2023)/ is dedicated to Cortado-internal onboarding. Highlights:

• Cortado Group Reading List (Aug 2025 update): Cortado Group Reading List_Updated August 2025.pdf
• Org Chart: CG_Organizational_Chart_v5_240228.pdf
• Headshot Guidance: Cortado_Group_Headshot_Guidance_051223.pdf
• Design Toolbars installer (PowerPoint add-in): Design Toolbars Full.pkg (Mac) / DesignToolbars_Full_Mar24.msi (Windows)
• Training Videos index: Internal Training Videos/Cortado_Group_Training_Videos_v5_240513.pdf
• Internal training videos:
• Internal Training Videos/SFDC Training Videos/CG_sfdc_tutorial_Q3_2021.mp4
• Internal Training Videos/CG_presentation_skills_11.10.2021.mp4
• Internal Training Videos/CG_structured_thinking_11.04.2021.mp4
• Curriculum outlines:
• Onboarding - Curriculums/CDP_Overview of GTM Framework & How our Methodology Aligns_Training_Class_Outline.docx
• Onboarding - Curriculums/Cortado_Group_hubspot_marketing_curriculum_051223.docx

Cortado Message Orientation (Day 1 welcome content)

• Recording: Corporate - Marketing/Marketing - Branding 2022/Message Orientation/Cortado Group Message Orientation Session 22Aug2022 x.mp4
• Companion deck: Corporate - Marketing/Marketing - Branding 2022/Message Orientation/Cortado Group Message Orientation August 2022.pptx (also at Corporate - Marketing/Marketing - GTM Messaging Build/Current Messaging Materials/)
• Interactive example: Corporate - Marketing/Marketing - Branding 2022/Message Orientation/Interactive Message Orientation Examples/Interactive Message Orientation Example.pdf

Engagement Workstream Orientation decks — examples, not curriculum

Corporate - SHARED/Shared - Engagment Workstream Orientation/ contains client-specific orientation decks (built for DTN, Vomela, etc.) — they are NOT generic training. The pattern they reveal is useful: Cortado builds workstream-specific orientation decks for clients at the start of an engagement, and the PC will help produce these. Skim ONE of them only if and when the project coordinator is about to be on a similar workstream, to see the shape of the deliverable. Do not read them as foundational learning.

1099 contractor source documents (already in Box)

• Current Independent Contractor Agreement (ICA) template: Corporate - DocuSign Downloads/Cortado_Group_Independent_Contractor_Agreement_v2026_(rev_011526) (4).docx...pdf
• 1099 Acceptable Use Policy (AUP): Corporate - DocuSign Downloads/Cortado_Group_Acceptable_Use_Policy_051223_1099_Only 1.docx...pdf
• Referral Sources Addendum: Corporate - DocuSign Downloads/Cortado_Group_Independent_Contractor_Referral_Sources_Addendum_B_240318...pdf
• Recent signed examples: the same DocuSign Downloads folder contains signed contracts for Karen Loiterstein, Todd Ervin, Grupo Revenue, and others — useful as filled-in worked examples

Talent / onboarding source materials (precedent)

All in HR - Learning & Development/Consultant Development Program/Additional Brilliance/Talent Program/6 - Talent Onboarding/:

• Resources/Onboarding Guide Template.docx
• Resources/Onboarding Checklist Example.xlsx
• Resources/New Hire Onboarding Plan (Days 1-120).xlsx
• Resources/Onboarding 60 Day New Hire Role Play - SD.doc
• Clarus_sales_ rep_onboarding_2020.docx
• Clarus_sales_ leader_onboarding_2020.docx

(The Clarus docs are role-specific onboarding for a client engagement, but they show the shape of a strong onboarding doc — useful pattern to copy.)

Channel strategy (adjacent practice)

All in HR - Learning & Development/Consultant Development Program/Channels/:

• Channel Strategy 1.mp4 (+ .txt transcript)
• Channel Strategy 2.mp4
• Channel Strategy 3.mp4
• Channels - 20250411.mp4 (+ .vtt)

Resources that live OUTSIDE Box

Not everything is in Box. Don't write a Box-shaped artifact when the right home is somewhere else.

• PMO Site (the "CG Wiki"): https://sites.google.com/cortadogroup.com/pmo/ — Google Site that holds the canonical glossary, presentation checklist, 5 Whys, foundational analyses, and project management reference material. This is the home of PM Excellence content; the doc-shaped artifacts in this folder are drafts that should land there once stable.
• Innovation Studio (pattern reference): https://innovationstudio.cortadogroup.ai/ — the model for how a Cortado practice area publishes its own site. A future projectcoordinator.cortadogroup.ai would be the natural home for the project coordinator curriculum + 1099 orchestration content.
• Talent Portal: https://talent.cortadogroup.com — applicant pipeline and scoring; not in Box
• PSA: https://psa.cortadogroup.com — resourcing, capacity, and timesheets (including idle-backlog work logging); not in Box
• Asana — every live project plan; Box holds exports and snapshots, not the source of truth

Known gaps in the Box library (idle-backlog opportunities)

Verified against the Box DB. The project coordinator should write the following because they genuinely don't exist:

• ~~A Kanban-for-RevOps primer~~ — now exists as asana_kanban_waterfall_primer.md in this folder; should be migrated into Box once stable
• A "what changes vs. what stays" RevOps engagement comparison

That's it — the rest of the gaps I previously listed turned out to be either: (a) wrong home (glossary lives in the CG Wiki, not Box), (b) not a real artifact (Box folder hygiene is a Week-2 exercise of comparing existing folders, not a doc), or (c) possibly documented elsewhere and still being confirmed (1099 orchestration — flagged for verification with your onboarding mentor or David).