The Professional Development Institute
Harvard University Global System
Harvard® Planner Group

How to Reduce Complexity,
Improve Individual and Team Productivity,
Decision Quality and Innovation Capacity with

Harvard University Global System™

A Proven and Practical Performance-Improvement Framework
Including Road Maps, Templates, and Checklists for Leaders and Professionals

A Breakthrough in Decision-Making

In leading organizations, quality, productivity, innovation, agility and exemplary team leadership are pervasive, throughout the value chain, to secure and retain a sustainable competitive advantage. Rather than pillars of excellence, productivity and quality (TQM, Six Sigma, Kaizen) are today unavoidable obligations for survival, as more firms in the BRIC countries and other emerging economies are closing the gaps in both spheres with better preparedness, infrastructure, talent and performance standards that are at par with the best practices of their counterparts worldwide.

While productivity and quality remain a moving target than can only be ignored at our perils, the battle for profitability and growth has shifted focus to the creation and extraction competitive value through innovation excellence, capacity and agility and team leadership, both upstream in the incubation, design and prototyping of products and services and downstream in production, procurement and commercialization. Nothwithstanding the importance of business clusters, infrastructure, availability of risk capital and other determinants of competitiveness, our focus here is on the creative-support instruments for sustainable individual and team innovation and productivity in the workplace.

Harvard University Global System (HUGS) is an effective library of proven complexity-reduction instruments to help you improve personal and team productivity, decision quality and innovation capacity at work. You can apply the System with or without participating in our skills-development workshops which provide cutting-edge competencies in exemplary leadership, principled negotiation, risk and project management. HUGS facilitate the implementation of innovation governance, the pre-requisite for building a vibrant innovation culture.

Based on extensive research and sixteen-year global field tests in business and governments, HUGS is the product of teamwork led by Alain Paul Martin, a 2012 Harvard Fellow in Advanced Leadership, a patent holder and an entrepreneurship alumnus of Harvard Business School (1997-1999), who as a team leader in aerospace, IT, software innovation and international telecom projects, deplored the lack of sound tool support in the decision-making process and particularly in strategy formulation, negotiation and creativity. A work in progress, the HUGS framework and instruments are continually improved, building on the extensive body of knowledge in disruptive innovations, complexity reduction, pattern recognition, failure analysis, diagnostic medicine, reverse engineering, defense intelligence, creativity techniques, conceptual modeling and the study of several market-pull and provider-push innovations.

Users include CEOs, entrepreneurs, strategists, team leaders, intelligence and risk analysts, negotiators, auditors, engineers, project managers, executive assistants and professionals in research, finance, marketing, sales, human resources, communications, procurement and production. Those who derive most benefits from it work in an environment where the iterative funnelling process of ideas and means-ends options and experimentation are ubiquitous across teams and tasks. For some, a strategy to embrace and practice innovation was a prequisite.

Currently, HUGS features management road maps in 3-D wall-poster size, working templates and checklists. The Professional Development Institute is developing a series of HUGS apps that will constitute the building blocks of Harvard® software suite for the aforementioned users.

Whether you are a CEO, a team leader or an executive assistant, you will maintain a strong mission focus, save time, innovate and perform better with the Harvard University Global System decision-aids. You will also reduce the risk of trial-and-error bootstrapping, leaving out important considerations in decision-making and policy formulation.

Veritas Logo - Harvard University
  1. Harvard® Management Framework and Road Maps
  2. Harvard® Negotiation-Planning Templates
  3. Harvard® Project-Planning & Management Templates
  4. Harvard® Performance-Improvement & Productivity-Assessment Templates
  5. Harvard® Time-Management Templates

1. Harvard® Management Framework and Road Map

Harvard® management framework and road maps are genuine performance-improvement instruments. To accomplish your goals and mission, they offer a practical methodology and proven templates for preparing business plans, formulating a strategy, undertaking M&A due diligence and managing projects, risks and personal and team time. Both the laminated and the framed posters are so attractive, they can fit in a boardroom, a learning center or an office. Four posters are now available: Risk Management, Principled Negotiation Framework, Practical Time Management and a master road map titled "The Complete Framework: Vision, Strategy, Policy and Project Management".

The Complete Framework
Vision, Strategy, Policy
and Project Management
Continuous Risk Management
The Complete Roadmap
Principled Negotiation
Framework and Templates
Practical Time Management
The Complete Road Map
Order Code: Z1 The Complete Framework: Vision, Strategy, Policy & Project Management Order Code: Z16 Risk Management Order Code: Z49 Principled Negotiation Order Code: Z39 Practical Time Management

To order click on image

2. Harvard® Negotiation-Planning Templates

An integral part of Harvard University Global System™ (HUGS), these instruments help you promptly prepare for critical negotiations by stengthening the scope of the negotiation and its linkage to your mission; understanding the stakes and the stakeholders' interests, perceptions and power dynamics; crafting innovative options for mutual gains and improving the quality of the deliverables and the sustainability of the deal. HUGS instruments help reduce the uncertainty facing negotiators, mediators, arbitrators, project managers, bankers, diplomats and other professionals, be they tackling big-ticket items or day-to-day negotiation work.

Users report a constructive dialog facilitating thorough deal-making or a graceful exit (when appropriate), a better compliance and improved communications. Subjected to extensive field tests, HUGS templates are also potent brainstorming tools to anticipate and manage frequently-neglected risks.

Harvard® Negotiation-Mandate
One for Each Negotiating Party.
Negotiation-Strategy Brainstorming
with Harvard® Creativity Template
Harvard® Responsibility & Accountability Chart
Negotiation Mandate  (Code 45N) Negotiation-Strategy Tool  (Code 55) Responsibility &Accountability Chart  (Code 60A)




Harvard® Negotiation-Mandate Definition  (Code 45N) is the first in a set of three practical templates used to plan and conduct principled negotiations. This step-by-step template helps negotiators define the scope of the negotiation from the perspective of each party. A clear mandate means a strong mission focus with valid goals and deliverables, adequate resources and a sound evaluation system with objectively verifiable standards and performance indicators.

To address the pervasive uncertainty in any negotiation, the Template includes a framework to test goal validity, make explicit the grey areas of uncertainty beyond each negotiating party’s control, and identify and manage, for each party, both the initial and residual value-chain risks.

Complete one document for each side, including key stakeholders in multipartite negotiations.

A proven enterprise-wide brainstorming instrument, the Harvard® Creativity Template h elps you weave continuous innovation into everything you do in your organization with your mission in mind. The Template and its framework build on cutting-edge creativity techniques. They can be used alone or as complements to your favorite brainstorming method 1. Either way, they will add value to your thinking process, permitting your team to capture hidden opportunities and produce bold "out-of-the-box" innovations with less guesswork.

The Template helps negotiators, mediators and arbitrators seed, incubate and explore a complete panorama of options for mutual gains and deliverables with less guesswork. It widens the window through which opportunities and trade-offs are viewed. With it, you can organize your creative thought and break down the barriers to innovation - at every step in the negotiation value chain.

Even when the strategy is clear, its execution can be fraught with perils. That is why the Template provides a step-by-step scenario to build a critical mass for the change, reduce implementation risks, turn resistance to change into a constructive engagement, and mitigate residual risks and collateral damage.

Harvard® Responsibility & Accountability Chart is a governance instrument used to clarify roles and accountabilities in teams and between parties in a contract within and across multiple organizations. It helps team leaders, negotiators, lawyers, auditors and executives brainstorm and assign clear roles, validate responsibility, accountability and veto powers in any initiative, project or policy.

In negotiation, contracting, logistics and project management, Harvard® Responsibility & Accountability Chart brings to light early warnings of potential delays, helps in the prevention and adjudication of role conflicts, particularly those related to managing transitions, mergers and reorganizations. The instrument has been proven to (a) bring rigor to job descriptions, (b) facilitate job analysis, and (c) run fair and equitable performance evaluation.

The second page provides a step-by-step scenario to identify risks specifically related to responsibility and veto. Thus, users can act early to mitigate risk and prepare a contingency plan to address residual risks.

3. HUGS Project-Planning and Management Tools

These practical instruments help project managers and their clients develop work plans, assign accountability, structure teams and control progress. They provide a systematic approach to define project focus, scope and strategy, identify deliverables, set key milestones, assign tasks and clarify everyone's role, manage risk, structure problem discovery and problem solving, and take control of change, all with an unwavering focus on purpose and mission. They enhance the productivity and innovation quality and capacity of team leaders and professionals. HUGS management templates are proven fact-finding tools to rigorously investigate untapped opportunities, think out of the box, reduce collateral damage, and anticipate surprise events and other sources of project delays and cost overruns.

Harvard® Project Scope
Deliverables & Evaluation Plan
Project Strategy Applying
Harvard® Creativity Template
Role Clarity with
Harvard® Responsibility & Accountability Chart

Project-Scope Definition (code 45A)

Project Strategy: Team-Brainstorming Board  (code 55A)

Responsibility & Accountability Chart  (Code 60A)




Harvard® Project-Scope Definition Template (Code 45A) is the first in a set of three practical instruments used to plan, implement and control projects, regardless of size and complexity.

It provides the road map to frame the issue, define the value chain, establish a clear mission-driven mandate with valid objectives and deliverables, adequate resources, verifiable value-creation indicators, performance benchmarks and a sound evaluation system.

Uncertainty is pervasive in project management. This instrument includes a framework to make explicit the grey areas of uncertainty related to the value chain: i.e. assumptions and conditions beyond the manager's and client's control. It is also a critical tool to identify and mitigate risks related to these conditions (Plan B) and to define and cover residual risks with adequate contingencies (Plan C). The two instruments in the columns on the right (Harvard® Creativity Template and Harvard® Responsibility Chart) address the risks related to resistance to change, responsibility/accountability and stakeholders. Execution risks (scheduling, budgeting, resource management, earned value) will be the subject of HUGS Project Management software.

Project Strategy with Harvard® Creativity Template (Code 55): This instrument helps project-team leaders seek a complete panorama of options regardless of the subject matter, be it goals, deliverables, resource or risk-mitigation strategies. t widens the window through which opportunities are viewed. With this decision-aid, your team can organize the thinking process and break down the barriers to innovation - at every step along the value chain throughout the project life cycle (setting mission and strategic policies, incubation, modeling, market assessment and strategy formulation, operational research, prototyping, engineering, finance/funding, procurement, negotiation, execution, testing, communication, close-out).

Even when the project plan is clear, its execution can be fraught with perils. That is why the Template also provides a step-by-step scenario to help users reduce implementation risks, turn resistance to change into constructive engagement, and mitigate residual risk and collateral damage. The Template's framework is also crucial to facilitate the successful commercialization of innovative products and services.

Warning: Innovation is an iterative funneling process, but neither a single shot exercise the product of lone rangers. In a complex world where individuals rarely possess all the facts and no one has monopoly over creativity, teamwork is the best way to discover novel and sustainable products, services, policies and ideas in general. Harvard® Creativity Template helps your team invent, capture and assess creative ideas in a methodical and synergistic way.

This template is described above under "Harvard® Responsibility & Accountability Chart".

4. Harvard® Time & Productivity Log for Performance Improvement

Lasting control over your time is wishful thinking unless it is based on facts. Harvard® Time & Productivity Log (Code 35A) permits you to quickly validate where your time goes, identify time-wasters and other roots of inadequate performance (skills-deficits, role conflicts, delegation, sub-performing tools, outdated systems), take corrective action and monitor implementation to ensure sustainable mission-driven performance improvement.

Continuous logging of everything you do during one or more weeks is time consuming and inefficient, since no week is representative of your workload which can peak on specific weeks, months, seasons or calendar days. With the Harvard® Time &Amp; Productivity Log, you select one day at random every six weeks and log your work, errands, interruptions and everything you do.

This instrument comes with a complete set of questions to assist you auditing your work practices, take corrective action, review progress and focus on real priorities, without ignoring unavoidable obligations. At the end of the day, take a moment to address: (a) Effectiveness questions related to what you do (personal and organizational mission), (b) Productivity/efficiency questions related to how you work and (c) Impact questions related to outcome/results; all from a 360 degrees perspective. The log provides blank columns for additional questions you care about.

Thus, you gain insights into the pattern of frequent interactions with specific people or repetitive work clusters. Armed with facts, you can raise sensitive time-wasting questions with your coworkers and leaders and take corrective action as you go. Some of your teammates may not even realize the damage they inflict on you by their time-wasting behavior.

Harvard<sup>®</sup> University Performance Improvement & Productivity Assessment Tool


Harvard<sup>®</sup> University Performance Improvement & Productivity Assessment Tool

5. Harvard® Timesaving Tools

Harvard® Wall Planner
(Month at a glance)

Harvard® Wall Planner
(two months at a glance)

Multi-Function Grid

Project Scheduler

Order Code: Z91 Harvard Wall Planner Order Code: Z91 Harvard Wall Planner Order Code: Z95 Multi-Fuction Grid Order Code: Z96 Project Scheduler

To order click on image

In addition to the above road maps and posters, template forms are also available for Meetings, Notes & Tabular Reports and Action Planning & Tracking.

Action Form

Meeting, Planning &Amp; Control Form

Notes & Tabular Report

Grid Paper

Action Log (code 12A, 12B, 12E) Meeting, Planning &Amp; Control Form (code 14A, 14B, 14E) Notes &Amp; Tabular Report (code 22A, 22B, 22E) Grid Paper (code 23A)

To order, please either click on the above images and follow the links or call 1‑800‑HARVARD toll free, international: +1 819 772‑7777.


1. There is no shortage of creativity processes, as you can ascertain from our Bibliography on innovation in several languages (creativity, créativité, Kreativität, creatividad, creatività, criatividade, brevet, innovación, inovação).

USA  Cambridge, MA, USA. Call toll free: 1-800-HARVARD
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International  Worldwide Order Center & Main Training Campus: 70 Technology Boulevard
Gatineau, QC J8Z 3H8 CANADA, 1-800-HARVARD
International: +1-819-772-7777, Fax: +1-819-772-1114
Collective Intelligence  Australia Distribution Centre, Unit 2 / 39 Shelley Street, Elwood
Victoria, Australia, 3184. Telephone: +61 415 147 337
Agendas Harvard et instruments de gestion Harvard en France: D´┐Żmarche Harvard University Global System  European Distribution Centre for Harvard Planners: WH Smith, 248, rue de Rivoli, Paris,75001
Dorothe Ben Tahar: +33 1 44 77 88 99 Extension 1 (Stationery). Concorde Metro Station.

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