In this episode of the Strategy and Leadership podcast, host Anthony Taylor sits down with Kathy Guzmán Galloway, an expert with two decades of experience in the consumer packaged goods (CPG) industry. They delve into the intricacies of building and maintaining successful brands, particularly focusing on companies with revenues ranging from $100 million to under a billion. Kathy shares her journey from business school to her extensive tenure at PepsiCo and her eventual transition into consulting, offering insights into the challenges and opportunities within the CPG sector.

Throughout their conversation, Anthony and Kathy discuss the evolving landscape of brand management, emphasizing the importance of consumer research and staying ahead of market trends. Kathy highlights the distinct differences between operating in a Fortune 1000 company and smaller enterprises, particularly in terms of adaptability and consumer engagement. She underscores the continual need for brands to evolve and adapt to changing consumer preferences, emphasizing the need for ongoing research and direct consumer interaction to remain competitive in a saturated market.

Kathy Guzmán Galloway brings over 20 years of experience in the consumer packaged goods (CPG) industry, specializing in brand management and strategy. Originally from New Jersey, she earned her MBA from the University of Texas at Austin before joining PepsiCo's Frito Lay division in Dallas. Kathy has held roles across small businesses and large organizations, including Dean Foods. For the past 11 years, she has excelled in consulting, focusing on brand positioning, and helping organizations better connect with their consumers.

 

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About SME STRATEGY CONSULTING:

 

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

We can facilitate your strategic planning offsite meeting, strategic plan creation, and support your strategic plan implementation.

For more visit https://www.smestrategy.net/strategic-planning-facilitator

Jason Radisson is the CEO and founder of Movo, a company dedicated to providing automation and tools for the frontline workforce. With a notable background as a General Manager for Uber and experience working in various countries, Jason brings a wealth of knowledge to the table. His career spans multiple industries, with a significant focus on leveraging technology to enhance productivity and improve workplace efficiency.

 

Anthony Taylor talks with Jason Radisson, CEO and founder of Movo. The episode dives deep into the challenges and opportunities related to digitizing the frontline workforce through mobile technology. Jason shares insights from his extensive background, including his time at Uber, and discusses the transformative potential of mobile automation tools in increasing productivity and improving workers' livelihoods globally.

Jason discusses how Movo's platform leverages the power of mobile phones to provide better efficiency and flexibility for those in fields like nursing, retail, and manufacturing. He elaborates on the concept of workforce digitization, drawing parallels to the productivity gains seen in white-collar sectors over the past few decades. Jason also addresses various management considerations and cultural shifts necessary for adopting mobile technology in the workplace, emphasizing the importance of trust and the benefits of innovative scheduling automation.

 

• Movo HQ on LinkedIn

• Movo Website: Movo.co

• Learn how to lead strategic planning the SME Strategy way
• Connect with Anthony Taylor

Projjal Ghatak (JJ) is the CEO and co-founder of Onloop, a company focused on rethinking how goals and feedback are handled within organizations using AI-powered technology. JJ has extensive experience in leadership and management roles, including as the former head of strategy and international business development at Uber. He holds an MBA from Stanford and is passionate about leveraging technology to enhance workplace productivity. JJ enjoys following Tiger Woods and is an active angel investor, driven by a desire to make complex processes more insightful and engaging.

Episode Summary:

In this episode of the Strategy and Leadership podcast, Anthony Taylor hosts Projjal Ghatak, fondly known as JJ, the CEO and co-founder of Onloop. They delve into the importance of delivering feedback in a manner that fosters growth, collaboration, and curiosity rather than judgment. With JJ's extensive background in leadership roles and his innovative approach at Onloop, he shares insightful perspectives on enhancing organizational performance through AI-driven feedback mechanisms.

JJ elaborates on his philosophy of minimizing friction in goal alignment and feedback processes. Drawing analogies from sports coaching, he emphasizes the necessity of capturing regular observations and converting them into actionable insights through generative AI. The conversation further delves into Onloop’s proprietary framework for collaborative team development, which aims to demystify and simplify the manager’s role, making it more engaging and efficient. By comparing the fitness industry's motivational tactics, JJ advocates for making workplace productivity practices equally appealing and beneficial.

Key Takeaways:

• Curiosity over Judgment: Approaching feedback with curiosity rather than judgment leads to more constructive and less confrontational interactions.
• Hierarchical Needs of Team Members: JJ discusses a five-tiered hierarchical approach to managing team productivity, focusing first on motivation and clear goal setting.
• Insights Through Generative AI: The use of generative AI in Onloop’s platform helps transform unstructured observations into specific, actionable feedback.
• Effective Feedback Delivery: Constructive feedback, when direct, kind, and specific, helps individuals recognize their superpowers and identify areas for improvement.
• Cultural Transformation: Shifting the narrative from "performance management" to "cultural transformation" enhances receptivity and engagement within teams.

Notable Quotes:

1. "Are you approaching things with curiosity? Are you approaching things with judgment? When you start approaching things with curiosity, there is a much greater probability that you will end up being helpful."
2. "We try to make the process of goal alignment and feedback as fun as possible."
3. "Every team member has five hierarchical needs, and it's every manager's job to manage those five needs hierarchically."
4. "If people don't want to do something, start off at a negative, then no matter how positive things are, it takes a hurdle."
5. "Give managers a simple way to think about how they drive high performance in their teams."

Resources:

• Projjal Ghatak on LinkedIn

• Onloop Website

• Anthony Taylor on LinkedIn

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About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

 

On this episode of the Strategy and Leadership Podcast, Martin joins us to discuss, Why having a singular focus as a CEO is vital if you want your company to grow, Using Operational Excellence to Increase Customer Value, and how organizations can balance decision-making and systems to quickly respond to shifting demands and opportunities.
 Martin Hunter is the Managing Partner at URGEO, an Integration Management Office that helps businesses scale, helping them build their processes, and free up time for CEOs and their leadership teams. With over 25 years of combined entrepreneurial, operational, and corporate experience, Martin is known for his problem-solving abilities and relentless determination. ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 0:00 Intro // Connect with us: ► Contact us: https://www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/ // About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. ► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/courses/Aligned-strategy-course

Strategy & Leadership Podcast Ep.184 On this episode, Stanley Bergman joins us to share what he's learned about leadership while heading an $12.4 billion dollar company, the misconceptions of innovation, his advice for young leaders, and more. Stanley Bergman is the Chairman of the Board and CEO at Henry Schein, a large medical equipment manufacturing company. Having spent 42 years at Henry Schein, Stanley was first VP, Finance & Administration, and CFO before becoming CEO. To learn more about the work Henry Schein is doing, visit their website: https://www.henryschein.ca/ #leadershiplessons #leadershippodcast ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 // Connect with us: ► Contact us: https://www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/ // About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. ► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/courses/Aligned-strategy-course

Jeremy Parker is the Co-founder and CEO of (Swag.com), an eCommerce platform for companies to buy high-quality promotional products that people will actually want to keep. He works with 1,000s of companies including Facebook, WeWork, Google, Amazon, Netflix, Spotify and Tik Tok. Jeremy was also named to Crain's NY 40 under 40 (Class of 2020).

 On this episode of the Strategy and Leadership Podcast, Jeremy Joins us to discuss, The importance of leveraging customer feedback into developing a better user experience, what he’s learned about hiring A+ talent, and describes how an early business idea he had piqued the interest of Mark Cuban. ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHL... // Connect with us: ► Contact us: https://www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyct... // About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster . ► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic... ► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JK... ► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/cours... On this episode of the Strategy and Leadership Podcast, Jeremy Joins us to discuss, The importance of leveraging customer feedback into developing a better user experience, what he’s learned about hiring A+ talent, and recounts how a business idea he had caught the attention of Mark Cuban.

Strategy & Leadership Podcast Ep.182: On this episode of the Strategy & Leadership Podcast, Teresa Mitrovic joins us to discuss creating a respectful and trusting work environment, How leaders can best balance the "individual" with the team's performance, and how to create a culture where people feel free to express their opinions, offer suggestions, be genuine and act without fear. Teresa Mitrovic is the founder of the ORO Collective, an author, coach, and consultant who teaches leaders how to build performance while enabling psychological safety and trust. Before retraining as an Executive & Corporate Coach, she had a leadership career spanning two decades working for Hasbro, The Walt Disney Company, and Universal Pictures among others. Listen on audio: Spotify - https://spoti.fi/3AHWMtU Apple Podcasts - https://apple.co/3nUtukg Teresa's book: "The Currency of Connection" is available here - https://www.amazon.com/gp/product/B0881F211G/ref=dbs_a_def_rwt_hsch_vapi_tkin_p1_i0 #organizationalchange #businesstransformation #psychologicalsafety ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 // Connect with us: ► Contact us: https://www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/ // About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. ► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/courses/Aligned-strategy-course

Strategy & Leadership Podcast Ep.181: On this episode of the Strategy & Leadership Podcast, Rodney Evans joins us to discuss strategies traditional organizations can use to modernize their workplaces, How leaders can best balance results and individual needs, and practices to implement to give your employees agency in their roles. Rodney Evans is a leadership coach, organization designer, and podcast host at The Ready. She has 20+ years as an adaptive organization designer working with numerous organizations such as Macy’s, Johnson & Johnson, Airbnb, and GE, helping them confront outdated norms and redesign their organizational structures to actually serve those who work there. #futureofwork #organizationalchange #businessstrategy ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 // Connect with us: ► Contact us: https://www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/ // About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. ► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/courses/Aligned-strategy-course

On this episode of the Strategy & Leadership Podcast, Dr.Debbie Sutherland joins us to discuss five behavior strategies to build an "Ambiguity Mindset" in unfamiliar scenarios, The importance of department interconnectedness in decision making, How to implement a new strategy without disrupting your organization and much more! Debbie Sutherland is the Chief People Officer at Shory, an Insurance startup based in the UAE. She is an academic executive with over 20 years of global work experience helping organizations in Canada, Southeast Asia, and the Middle East, to establish their ideal organizational structure, culture, and people-centered initiatives to help leaders succeed at work. She is also an author and a certified executive coach. Check out Dr. Sutherland's book, "The Business of Ambiguity" by visiting her website: https://www.behaviorsinbusiness.com/ #strategicmanagement #decisionmaking #leadershipprinciples ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 // Connect with us: ► Contact us: https://www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/ // About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. ► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/courses/Aligned-strategy-course

Strategy & Leadership Podcast Ep.179: Jay Gold man joins us to discuss tips for executing an IT transformation, the different types of business transformation (& why most fail), why business decisions shouldn't always be made by those at the top, and more. Jay Goldman is Co-Founder and CEO of Sensei Labs, a Toronto-based SaaS business helping organizations and their partners unlock their full potential through work orchestration. Jay is also an Official Member of the Forbes Technology Council, and co-author of The Decoded Company: Know Your Talent Better Than You Know Your Customers. Learn more about Sensai Labs and their work: https://www.senseilabs.com/ Be sure to check out Jay's book, The Decoded Company: https://www.amazon.ca/Decoded-Company-Talent-Better-Customers/dp/1591847141 ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 // Connect with us: ► Contact us: https://www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/ // About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. ► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/courses/Aligned-strategy-course

Strategy & Leadership Podcast Ep.178: Donna Loughlin joins us to discuss why PR is so critical for all organizations (not just tech), the value of storytelling, finding the right level of transparency for your business, being a truly good listener, and much more. For 20 years now, Donna Loughlin has been the Founder & President of LMGPR, an award-winning PR agency focused on emerging tech. Prior to that, she worked with several Silicon Valley companies, taking them from "zero to market heroes". Be sure to check out Donna's podcast, Before it Happened: https://www.beforeithappened.com/ Donna's PR agency, LMGPR: https://www.lmgpr.com/ ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 // Connect with us: ► Contact us: https://www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/ // About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. ► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/courses/Aligned-strategy-course

Lucas Martínez is the Co-Founder and Co-CEO of Talent.com, a job search platform based in Montreal, that aims to connect the world to work. Before founding Talent.com, he worked as a business consultant in Europe and B2B sales in the Middle East. He has spent the last ten years growing the business from a small start-up to the global $150M enterprise it is today, with over 500 employees, and 30 million jobs available in more than 75 countries. Lucas joins us to discuss the obstacles of being a Co-CEO, establishing a worldwide firm in a crowded sector, being based in Montréal but aiming for the world, and much more!

Dr. Martha Saunders is President of the University of West Florida, located in Pensacola. In this video, Martha explains what happens if you don't communicate your strategic plan properly, the challenges facing universities, putting employees in a position to succeed, and much more! To learn more about the programs at UWF, check out their website: https://uwf.edu/ Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 // Connect with us: ► Contact us: https://www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/ // About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. ► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/courses/Aligned-strategy-course

Hortence Le Gentil is an esteemed author, coach, and speaker, specializing in leadership transformation. She is the author of "The Unlocked Leader" and a member of the prestigious MG 100, a group of top coaches under the mentorship of Marshall Goldsmith. With a diverse background in show jumping, marketing, and entrepreneurship, Hortence has coached numerous CEOs and senior executives, helping them unlock their potential and lead with empathy.

Episode Summary:

In this captivating episode of the Strategy and Leadership podcast, host Anthony Taylor engages with Hortence Le Gentil, a renowned leadership coach and author of "The Unlocked Leader." Hortence shares her multifaceted journey from being a show jumper to becoming a successful entrepreneur in the recycling steel industry, eventually finding her calling as a leadership coach. With clients ranging from industry leaders like Ralph Lauren and the president of Levi’s, Hortence's insights offer profound wisdom on overcoming personal and professional mind traps.

Hortence delves deep into the concept of "mind traps," which are obsolete beliefs that hinder personal and professional growth. Using her own experiences and client stories, she illustrates how identifying and overcoming these limiting beliefs can lead to unlocking one’s full potential. Hortence emphasizes the importance of listening to one's inner voice and pursuing paths that align with one's true self, a philosophy that has guided her dynamic career.

Key Takeaways:

• Recognizing Mind Traps: Understand that mind traps are outdated beliefs that restrict growth and how identifying them is the first step towards self-improvement.

• Overcoming Trauma: Both significant and subtle traumas can create limiting beliefs. Addressing these is crucial for personal growth.

• Listening to Your Inner Voice: Finding your path requires tuning into your inner voice, which guides your true desires and ambitions.

• Leadership and Empathy: Effective leadership today extends beyond traditional metrics; it involves genuine empathy and human connection.

• Personal and Professional Growth: Breaking free from mind traps not only enhances professional performance but also enriches personal life.

HORTENSE LE GENTIL is a world-renowned executive leadership coach, speaker, and author. She guides CEOs and senior executives on their journey from hero leaders to human leaders. Guided by 30 years in business, working across industries—including media consulting and advertising—and as an entrepreneur. Hortense was a 2021 and 2023 nominee for the Thinkers 50 Coaching and Mentoring Awards, and has been ranked #5 on the Global Gurus list by World Management Global Gurus. She is a certified Marshall Goldsmith Stakeholder Centered™ coach and a member of MG100 Coaches. Author of THE UNLOCKED LEADER: Dare to Free Your Own Voice, Lead with Empathy, and Shine Your Light in the World (Wiley, September 26, 2023), and ALIGNED: Connecting Your True Self with the Leader You’re Meant to Be (2019), Hortense is a contributor to Harvard Business Review and ThriveGlobal.com, and has been featured in Forbes, Fast Company, Inc., and Business Insider. She is based in New York.

 

This Episode is supported by Cascadia Partners Fleet Electrification Consulting Practice.  Are you interested in learning how you can electrify your fleet? Learn more at https://www.cascadiapartners.ca/resources/fleet-electrification-consulting

Andrew Bartlow joins us to discuss making a plan for recruitment, his talent management advice for senior leaders, current trends in the talent market, & more! Andrew Bartlow is the Co-Founder and Managing Partner of the People Leader Accelerator, an executive development program designed to help HR leaders propel their organizations forward. He's also Founder and Managing Partner of Series B Consulting where he helps organizations design management processes. Previously, Andrew held several leadership positions at companies like Diamond Foods, Wells Fargo, and Washington Mutual. Learn more about the People Leader Accelerator: https://www.peopleleaderaccelerator.com/ Andrew's personal consulting firm, Series B Consulting: https://www.seriesbconsulting.com/ If you're an HR leaders, check out this peer group: https://www.startupexperts.us/ ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 // Connect with us: ► Contact us: https://www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/ // About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. ► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/courses/Aligned-strategy-course

Strategy & Leadership Podcast Ep.174 Thad Price joins us to discuss adapting your talent management and recruitment process, his three keys to building a successful company, the future of talent acquisition Thad Price is the CEO of Talroo, a job advertising solution that helps businesses like Uber, McDonald’s, and UPS reach and hire their essential workforces. Previously, Thad held roles like VP of Product, COO, and VP of Business Development. To connect with Thad and learn more about his thoughts on talent acquisition, connect with him on LinkedIn: https://www.linkedin.com/in/thad-price-2368b/ Learn more about Talroo: https://www.talroo.com/ ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 // Connect with us: ► Contact us: https://www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/ // About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. ► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/courses/Aligned-strategy-course

Strategy & Leadership Podcast Ep.173: Tom McMakin & Jacob Parks are from the Profitable Ideas Exchange, a company committed to creating communities for consultants and senior executives to understand, connect, and collaborate. Tom is CEO of and Jacob is Managing Director/COO. The two are also co-authors of Never Say Sell: How the World's Best Consulting and Professional Services Firms Expand Client Relationships: https://www.profitableideas.com/neversaysell/ On this episode of the Strategy & Leadership Podcast, Tom & Jacob join us to discuss the major challenges facing consultants and executives right now, the power of networking for advanced problem solving, selling products vs. expertise, and more. Connect with Tom: https://www.linkedin.com/in/tom-mcmakin/ Connect with Jacob: https://www.linkedin.com/in/jacob-parks/ ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 // Connect with us: ► Contact us: https://www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/ // About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. ► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/courses/Aligned-strategy-course

Tara Rethore is an advisor, global executive coach, and CEO of Strategy for Real. She's also the author of Charting the Course: CEO Tools to Align Strategy and Operations, which you can get right here: https://www.strategy4real.com/book On this episode of the Strategy & Leadership Podcast, Tara joins us for her second time on the show to discuss how the business environment has changed since our last conversation over a year ago, aligning strategy and operations, returning to the office, creating space for conversations, and more. To learn more about Tara's work as a strategy consultant, visit her website: https://www.strategy4real.com/what-we-do ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 // Connect with us: ► Contact us: https://www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/ // About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. ► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/courses/Aligned-strategy-course

Strategy & Leadership Podcast Ep.171: Robert Overweg is the Founder of Adaptable Mindset, a program that helps people and organizations discover new perspectives. He's also the Innovation Catalyst at Triple, a full-service digital agency based out of Holland. Before spending the last decade in larger organizations, Robert was a graphic design artist. On this episode of the Strategy & Leadership Podcast, Robert joins us to discuss why people resist innovation, creating mental space for yourself to be creative, how the pandemic helped spark our imagination, how social media kills creativity, and more. To learn more about Robert's work at Adaptable Mindset, visit their website: https://www.adaptablemindset.com/ #InnovationCatalyst #BeingCreative #CorporateInnovation ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 // Connect with us: ► Contact us: https://www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/ // About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. ► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/courses/Aligned-strategy-course

Arthur Woods is the Co-founder of Mathison, the first all-inclusive technology platform for diversity hiring and retention. He's also the author of Hiring for Diversity. Previously, Arthur worked at Google where he led operations for YouTube’s Education division and oversaw YouTube for Schools. On this episode of the Strategy & Leadership Podcast, Arthur joins us to discuss leveraging technology in HR, how to hire inclusively, reasons why leaders opt out of #DEI initiatives, his big learning moments, and more. Be sure to check out Arthur's book, Hiring for Diversity: https://www.arthurwwoods.com/ Learn more about Mathison and their tech-based DEI operating system: https://www.mathison.io/ Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 // Connect with us: ► Contact us: https://www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/ // About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. ► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/courses/Aligned-strategy-course

Strategy & Leadership Podcast Ep.169: Brittany Burns is the CEO of Simpler Trading, the market leader in interactive financial trading education. A former attorney, Brittany held previous roles in corporate development, strategic communications, and compliance before joining Simpler Trading. On this episode of the Strategy & Leadership Podcast, Brittany joins us to discuss how her legal background has helped her as CEO, leading in a heavily regulated industry, balancing transparent communication with risk mitigation, and more. ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 // Connect with us: ► Contact us: https://www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/ // About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. ► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/courses/Aligned-strategy-course

Strategy & Leadership Podcast Ep.168: Sunny Han is the founder and CEO of Fulcrum - a SaaS platform allowing small and mid-sized manufacturers to improve efficiency through workflow optimization and automated data collection. On this episode of the Strategy & Leadership Podcast, Sunny joins us to discuss the lessons learned as a SaaS founder, fostering a collaborative and transparent work culture, challenges the manufacturing industry is facing, and more. Check out Fulcrum and view a demo of the product: https://fulcrumpro.com/ To get in touch with Sunny, send him an email at sunny@fulcrumpro.com Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 // Connect with us: ► Contact us: https://www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/ // About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. ► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/courses/Aligned-strategy-course

Strategy & Leadership Podcast 167: Dr. Rohini Anand is a strategic DEI advisor, board member, and author of Leading Global Diversity, Equity, and Inclusion. Previously, she spent 17 years leading corporate responsibility and DEI as SVP at Sodexo. On this episode of the Strategy & Leadership Podcast, Dr. Rohini Anand joins us to discuss leading DEI in different countries, leveraging local change agents, 5 key principles for leading DEI, and much more. #DEI #GlobalDEI #DiversityandInclusion Check out Dr. Anand's book, Leading Global Diversity, Equity, and Inclusion by visiting her website: https://www.rohinianand.com/pre-orders

Strategy & Leadership Podcast Ep.166: Jennifer Smith is the CEO & Co-founder of Scribe, a software company that helps organization analyze, optimize, their standardize processes. Previously, Jennifer held positions at Greylock Partners and McKinsey. On this episode of the Strategy & Leadership Podcast, Jennifer joins us to discuss how Scribe helps organizations, lessons learned from consulting and VC, the different stages of company growth, & much more. #InternalProcesses #FutureofWork #Productivity To learn more about Scribe, try the product for free, and check out their available roles: https://scribehow.com/ // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

In this episode, Anthony Taylor interviews Shanil Ebrahim, a partner at Deloitte in the Life Sciences. They discuss the challenges and needs in the healthcare industry, particularly the shortage of human resources. They explore the role of technology, such as AI and telehealth, in addressing these challenges and improving patient outcomes. They also highlight the importance of considering the patient as a central stakeholder in healthcare and the need for accessible and equitable care. The conversation emphasizes the need for leaders to navigate the complexities of implementing technology and engaging end users to drive change.

Shanil Ebrahim: Shanil Ebrahim is a distinguished partner at Deloitte, leading the national life sciences and healthcare consulting division. Recognized as one of Canada's Top 40 Under 40, Shanil brings a wealth of expertise in consulting, audit, tax, financial advisory, and risk advisory services. He oversees a dynamic team specializing in complex strategies, AI and digital health solutions, human capital, and future workforce preparations. Shanil also dedicates his time to community service, having served as the chair of Wellesley Central Residences and as a board director for the Children Treatment Network.

Episode Summary:

In this enlightening episode of the Strategy and Leadership podcast, Anthony Taylor welcomes Shanil Ebrahim, a leading figure in the health sciences sector and partner at Deloitte. Recognized for his strategic insights and leadership, Shanil shares his experiences and outlook on the intersection of healthcare, technology, and leadership.

Shanil delves into the pressing issue of human health resource shortages and the transformative potential of technology in healthcare. He touches on the integration and adoption of AI-driven tools, telehealth, and data analytics aimed at improving efficiency and patient outcomes. As Shanil elaborates, the future of healthcare revolves around multi-faceted strategies including workforce reform, innovative hiring practices, and maximizing underutilized resource pools. This conversation is essential for understanding how industry leaders are navigating through and optimizing against the backdrop of a Canadian healthcare system in flux.

Key Takeaways:

• Human Health Resource Shortages: Addressing the critical shortages of clinicians, technicians, and nurses in healthcare, and exploring innovative ways to tackle this issue.

• Technological Integration: Utilizing AI, telehealth, and data analytics to enhance patient care, reduce administrative burdens, and streamline operations.

• Workforce Reform Strategies: The importance of adopting global workforce strategies, targeting underutilized resource pools, and enhancing training programs.

• Patient-Centric Approach: Emphasizing the necessity to maintain patient-centric care through digital equity and ensuring accessible healthcare services for all demographics.

• Leadership in Healthcare: Strategies for managing change resistance and fostering technology adoption among healthcare professionals, ensuring seamless integration with existing workflows.

Notable Quotes:

1. "Patients are going to play much more of a role. I think a lot of the things that we see in hospitals are going to end up moving to home care." - Shanil Ebrahim

2. "We need to be tech enabled, we need to be AI driven, we need to start adopting it." - Shanil Ebrahim

3. "How do we create a reform where we can actually address things along the full journey?... making these type of jobs much more attractive right from the onset." - Shanil Ebrahim

4. "For every hour that a doctor spends with a patient, they're spending 2 hours in documentation." - Shanil Ebrahim

5. "We have so many safeguards when it comes to digital and technology that it actually poses less risk than sometimes these paper copies in terms of patient confidentiality." - Shanil Ebrahim

Resources:

• Deloitte: Global Website

• Healthcare Outlook 2024: A detailed analysis of the future trends and predictions in healthcare.

• Future of Healthcare 2040: Insights into innovative approaches and future strategies for healthcare services.

• Shanil Ebrahim on LinkedIn: Connect with Shanil Ebrahim

In conclusion, this episode provides an insightful look into the future of healthcare, emphasizing the importance of integrating technology and patient-centric models. For more in-depth discussions and expert insights, tune into the full episode and stay updated with the Strategy and Leadership podcast for more captivating content.

 

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SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

 

For teams: We can facilitate your strategic planning offsite meeting and strategic plan creation. As well as support your strategic plan implementation.

 

For individuals leading strategy: Join our community of strategy leaders who have learned SME Strategy’s approach and tools for aligning teams, and driving strategic plans forward.

Strategy & Leadership Podcast 165: Andrew Freedman is a leadership, culture, & change management specialist, and the Managing Partner of SHIFT Consulting. He's also the best-selling author of THRIVE: The Leader's Guide to Building a High Performance Culture: https://thrive.shiftthework.com/ On this episode of the Strategy & Leadership Podcast, Andrew joins us (for the 2nd time) to discuss what you can do about burnout, the recipe for a high-performance culture, & much more. #Burnout #CompanyCulture #HighPerformanceCulture Connect with Andrew on LinkedIn: https://www.linkedin.com/in/afreedmanthrive/ Questions for Designing a High-Performance Work : https://501404.fs1.hubspotusercontent-na1.net/hubfs/501404/Organizational%20Alignment%20Indicators%20(1).pdf // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Strategy & Leadership Podcast 164: Martine Kalaw is a DEI consultant, trainer & author. Previously, Martine held Training & Development roles in the corporate world with companies like Macy's, Xaxis, & Walmart. On this episode of the Strategy & Leadership Podcast, Martine joins us to discuss management development with a DEI lens, viewing DEI as a business imperative, developing long term change, & more. #DEI #ManagementDevelopment #DEITraining Visit Martine's website to learn more about her work & sign up for her May 11 DEI masterclass: https://martinekalaw.com/ Check out Martine's book, ABCs of Diversity: A Manager’s Guide To Diversity, Equity, And Inclusion In The New Workplace: https://martinekalaw.com/book/ // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Strategy & Leadership Podcast 163 Evan Sohn is a senior executive with 25+ years of experience in eCommerce at Fortune 500 and start-up environments. He's currently the CEO of Recruiter.com, a hiring platform for the world’s largest network of recruiters. He's also the long-time VP of the Sohn Conference Foundation, dedicated to the treatment and cure of pediatric cancer and related childhood diseases. On this episode of the Strategy & Leadership Podcast, John joins us to discuss his priorities as CEO of a public company, raising $100 million for pediatric cancer research, the next big challenge for businesses, & more. #TalentAcquisition #TalentRetention #LeadershipPodcast Are you an employer or recruiter needing help with hiring? Check out their website: https://www.recruiter.com/ // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Strategy & Leadership Podcast 162: Scott Ritzheimer is the CEO of Scale Architects, where he helps scale and sustain organizational success using the Predictable Success framework. Recently, Scott sold his ownership in StartCHURCH that he helped grow to 60 employees as CEO. On this episode of the Strategy & Leadership Podcast, Scott joins us to discuss valuable lessons for scaling, key distinctions between non-profits & for-profits, the benefits of different leadership styles, & more. #ScaleUp #NonProfit #LeadershipStyles Learn more about Scale Architects & download their free assessments: https://www.scalearchitects.com/ // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Strategy & Leadership Podcast 161: LaTonya Wilkins is the founder of Change Coaches, where she provides large scale coaching, speaking and advising services for organizations around culture, leadership and diversity, equity and inclusion. Before she started coaching and teaching, LaTonya held several positions in the corporate world at companies like JLL, Abbott Labs, AbbVie, & GE. On this episode of the Strategy & Leadership Podcast, LaTonya joins us to discuss the value of belonging, creating psychological safety at work, culture fit vs. culture add, & more. #PsychologicalSafety #CultureAdd #PsychologicalSafetyatWork Be sure to check out LaTonya's book, Leading Below the Surface: How to Build Real (and Psychologically Safe) Relationships with People Who Are Different from You: https://latonyawilkins.com/leading-below-the-surface/ // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Strategy & Leadership Podcast 160: Brian Hartzer is a Senior Advisor at various organizations, and the author of The Leadership Star: A Practical Guide to Building Engagement. Previously, Brian was CEO of the Westpac Group and CEO - Australia of ANZ. On this episode of the Strategy & Leadership Podcast, Brian joins us to discuss balancing the day-to-day with strategic work, the 5 C's leadership framework, managing expectations leading a large team, & more. #LeadershipFramework #LeadershipLessons #Leadership Be sure to check out Brian's book, The Leadership Star: A Practical Guide to Building Engagement: https://www.theleadershipstar.com/ Connect with Brian on LinkedIn: https://www.linkedin.com/in/brianhartzer/ // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Strategy & Leadership Podcast 159: Kison Patel is the Founder & CEO of M&A Science, the world’s first community resource for M&A tips, techniques, and strategies. He's also the Founder & CEO of DealRoom, a M&A lifecycle management platform. On this new episode, Kison joins us to discuss everything mergers and acquisitions: what leaders need to know, aligning two different cultures, common M&A mistakes, post merger integration tips, & more! To learn more about M&A Science and access their podcast, courses and other resources, head over to their website: https://www.mascience.com/ Also, be sure to check out Kison's book, M&A Science: Proven Techniques to Close Deals Faster & Maximize Value: https://www.agilema.com/agile-m-a-book #M&A #MergersandAcquisitions #PostMergerIntegration // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Strategy & #Leadership Podcast #158: Myles Anderson is the Founder & CEO of BrightLocal, a marketing company focused on local search, that he bootstrapped to over 200 employees today. Previously, Myles held several business development roles. On this new episode, Myles joins us to discuss the lessons learned bootstrapping his business to 200+ people, the importance of giving your people the room to contribute, managing a team in Ukraine during the Russian invasion, & more. #BootstrappingaBusiness #GrowingaBusiness To learn more about BrightLocal, head to their website and check out their free academy for succeeding in local search marketing: https://www.brightlocal.com/ Consider supporting the people of Ukraine by making a donation with an organization like the Red Cross: https://www.redcross.org/about-us/news-and-events/news/2022/ukraine-red-cross-delivers-aid-to-families.html // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Strategy & Leadership Podcast #157: Ben Marcovitz is the CEO of Collegiate Academies and the Founder/CEO of the Rise Institute, where he consults with leaders to develop breakthrough performance in their employees. Previously, Ben founded a school district and was successful improving the performance of kids struggling academically. #TeamDevelopment #PerformanceImprovement On this episode of the Strategy & Leadership Podcast, Ben joins us to discuss how performance follows identity, keeping your approval accessible, the value of a #GrowthMindset, & more. Learn more about Ben's work on his website, and be sure to fill out the quiz to receive your own team development tips: https://benmarcovitz.com/quiz/ // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

After a successful exit from the commercial landscaping business he started and scaled, Robert Clinkenbeard went on to start the Radix Group, where he coaches business leaders on scaling up and growth. He's also a 4-time Ironman, author, and the host of a podcast called The Commercial Landscaper. #ScalingUp #IronmanMindset #BusinessGrowth On this episode of the Strategy & Leadership Podcast, Robert joins us to discuss the keys to scaling your business, why leaders need to develop an Ironman mindset, & more. Check out Robert's book, Ironman Mindset for Entrepreneurs: https://www.amazon.com/Ironman-Mindset-Entrepreneurs-Robert-Clinkenbeard-ebook/dp/B07PJWP53R // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Karryn Christopher is the Executive Vice President of Marketing and Preferred Partnerships at Signature Travel Network. For over 23 years, She has played a pivotal role in marketing, technology training, and creating preferred partnerships to optimize travel agency profitability. Her dedication to the company and extensive experience in the travel industry have made her a key figure in supporting the network's members and ensuring their success.

Episode Summary:

In this insightful Strategy and Leadership podcast episode, host Anthony Taylor catches up with Karryn Christopher, the Executive Vice President of Marketing and Preferred Partnerships at Signature Travel Network. Karryn, who has been part of the organization for over two decades, shares her journey and the importance of staying mission-focused, the dynamics of the travel industry, especially during crises, and the pivotal role of communication and community in effectively serving their members.

Karryn talks about Signature Travel Network's structure and mission, emphasizing how being a member-owned cooperative has fostered resilience amidst industry turbulence. She discusses how the pandemic reshaped their operations and business models and how their commitment to communication and best practices has enabled them to support their network. Karryn also touches upon the importance of embracing change and the challenges of working with external partners to drive technoloy

Takeaways:

• Staying Mission-Focused: Signature Travel Network’s unwavering commitment to its mission of serving members has been crucial in navigating the unstable travel industry.

• Strong Communication: The organization’s multiple communication channels, including daily emails, Facebook communities, and an intranet, ensure members have access to valuable information and support.

• Member Collaboration: Community and member-driven committees are instrumental in providing valuable insights and fostering collective growth.

• Embracing Change: Challenges like the pandemic highlighted the need for adaptability and leveraging external expertise to innovate and grow.

• Leadership and Support: Effective leadership involves creating space for others to grow and being committed to the success of colleagues and partners.

Chapters 00:00 Introduction to Signature Travel Network and Mission-Focused Approach 02:19 Supporting Members and Partners During the Pandemic 05:00 The Value of a Travel Advisor and Community Support 08:18 Staying True to the Mission and Evolving the Value Proposition 10:08 Lessons Learned and Embracing Change Internally 12:45 Structural Support for Mission-Focused Work

Michael MacDonald is a former scholarship player at Rutgers’ high-level Division I basketball program who turned into a highly successful executive at Xerox, and then chairman and CEO of Medifast. In his new memoir From the Bench to the Boardroom, Michael details his journey and lifetime of learning: https://www.amazon.ca/Bench-Boardroom-Journey-Underdog-Turnaround-ebook/dp/B091JH42FX // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Ryan Kugler is the owner of #MultipleBusinesses - a distribution business, a nation-wide event company, and a specialized marketing company. On this episode of the Strategy & Leadership Podcast, Ryan joins us to discuss staying aligned and leading a team while running three companies, where his success in business comes from, getting into business accidentally, & more. #BusinessOwnership Learn more about Ryan's distribution business, A Plan B: https://aplanb.com/ Planning an event in the United States? Check out Ryan's event company: https://a5events.com/ Looking for specialized marketing material? Check out Ryan's marketing business, Ideal Content: https://idealcontent.com/ // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Sanjiv Augustine is the CEO at LitheSpeed, an Executive Consultant, and the author of From PMO to VMO: Managing for Value Delivery. On this episode of the Strategy & Leadership Podcast, Sanjiv joins us to discuss what agile management is and isn't, how to become more agile as a business, building a foundation of communication, & more. #AgileManagement #BusinessAgility Learn more about LitheSpeed and how they support business agility: https://lithespeed.com/ Check out the book Sanjiv has co-authored, From PMO to VMO: Managing for Value Delivery: https://www.amazon.ca/PMO-VMO-Managing-Value-Delivery/dp/1523091363 // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Mo Hamzian is the CEO of VEL, the premium technologically forward work café for the 21st Century, helping people transition to a new flexible era of work. #FutureWorkplace He's also a Sloan Fellow, a mentor at the London Business School, an investor, a founder of several organizations, and a policy advisor at a DEI think tank, with business experience around the world. On this episode of the Strategy & Leadership Podcast, Mo joins us to discuss how entrepreneurship isn't glamorous, creating the 'lovechild of Starbucks and We Work', the downsides of coworking and coffee shops, creating a culture of excellence, and more. Learn more about VEL and their new work café's coming soon: https://www.myvel.com/ Connect with Mo on LinkedIn: https://www.linkedin.com/in/mohamzian/ // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Michael Tanner is the founder of Credible Leaders, where he works with businesses on team development and leadership coaching. He's also the VP of Research & Development at Automated Logic, a building automation and control systems company. On this episode of the Strategy & Leadership Podcast, Michael joins us to discuss his definition of leadership, the need for leadership credibility, measuring #LeadershipEffectiveness, & more. #MeasureLeadership #CredibleLeaders Learn more about Credible Leaders and calculate your leadership effectiveness score: https://www.credibleleaders.com/ Connect with Michael on LinkedIn: https://www.linkedin.com/in/1tanner/ // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

David Lucatch is the CEO, President and Chair at Liquid Avatar Technologies, a company that focuses on developing digital identity technologies. Starting his career in the mid-80’s as an early Internet adopter, David has spent more than 35 years inventing technology and business solutions. On this episode of the Strategy & Leadership Podcast, David joins us to discuss focusing on the future of tech, his approach to retaining talent, addressing unknowns and uncertainty, moving faster than regulation, & more. Learn more about Liquid Avatar Technologies and get in touch by visiting: https://liquidavatartechnologies.com/ // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Andy Binns is the Co-founder and Director at Change Logic, working with clients that are ideating, incubating, and scaling new businesses inside existing organizations. He's also the author of Corporate Explorer: How Corporations Beat Startups at the Innovation Game: https://thecorporateexplorer.com/book He's also an Executive Board Member at Fast Company and an Executive Fellow at the Drucker School of Management. On this episode of the Strategy & Leadership Podcast, Andy joins us to discuss corporate explorers - who they are, what they do, and how to become one. He also poses an important question near the end: What's the scale of your ambition? // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Jared Karol is a facilitator of difficult conversations at Translator, Inc., an inclusive leadership coach, and the author of A White Guy Confronting Racism: An Invitation to Reflect and Act. On this episode of the Strategy & Leadership Podcast, Jared joins us to discuss growing up with privilege, his approach to #DEITraining, why these #ToughConversations are so necessary, & more. Be sure to check out Jared's book, A White Guy Confronting Racism: An Invitation to Reflect and Act: https://www.awhiteguyconfrontingracism.com/ To learn more about Jared's DEI work or to request him as a speaker, head over to his website: https://jaredkarol.com/ // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Ralf Specht is on a mission to make soul-less companies a thing of the past. He's also the author of Building Corporate Soul. Formerly, he was the CEO of Spark44, a global advertising agency, and Managing Director at McCann Erickson. On this episode of the Strategy & Leadership Podcast, Ralf joins us to discuss creating an environment where people do their best, developing your company soul, a company with a really strong purpose, & more. Check out Ralf's book, Building Corporate Soul: Powering Culture & Success with the Soul System: https://www.amazon.com/Building-Corporate-Soul-Powering-SystemTM/dp/1639080023 To learn more about Ralf's work, head over to his website: https://buildingcorporatesoul.com/ // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Mike Lalor is the Chief Medical Officer at Trellis Supportive Care. As a seasoned executive level leader and a medical doctor, Mike brings a unique set of experience to the table. On this episode of the Strategy & Leadership Podcast, Mike joins us to discuss a #CommunicationFramework for delivering bad news, leading people at the top of their field, communicating with different levels of experience, & more. To get ahold of Mike, connect with him on LinkedIn: https://www.linkedin.com/in/michael-j-lalor-md/ // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Summary

In this episode, Anthony Taylor interviews Rob Beer, the managing partner at Trellis and author of Smooth Scaling. Rob shares his insights on building great companies and the importance of being all in. He discusses the challenges of managing growth and the need for balance between operational and cultural needs in high-growth companies. Rob also emphasizes the importance of aligning incentives and timelines and shares lessons from his experience at Smart Money Group. He provides advice for CEOs on transitioning from a 'get shit done' mindset to building an organization that gets shit done. Rob concludes by sharing his personal hobbies and where to connect with him.

 

Takeaways

• Building great companies goes beyond financial success and high growth; it involves how well the company does what it does.
• The transition from a 'get shit done' CEO to building an organization that gets shit done requires discipline, patience, and the ability to delegate and empower others.
• Growth should be aligned with the operational complexity of the organization; growing too fast can lead to organizational inefficiencies and breakdowns.
• Private equity firms prioritize sustainable growth and profitability, while venture capital firms may push for rapid growth to achieve high valuations.
• Success in scaling organizations requires discipline, alignment of incentives, and a focus on building an efficient and effective organization.

Chapters

00:00

Introduction and Background

01:08

Interest in Great Companies

04:17

Success and Failure in Organizational Effectiveness

06:15

Balancing Operational and Cultural Needs in High-Growth Companies

09:02

Driving Fast Growth and Managing Complexity

11:38

Aligning Incentives and Timelines

13:13

Transitioning from a 'Get Shit Done' CEO to Building the Organization

19:32

Lessons from Smart Money Group

22:16

Sustainable Growth vs. Capital Markets Game

24:52

Personal Hobbies and Fun Facts

25:50

Smooth Scaling and Where to Connect with Rob Beer

27:13

Key Takeaways and Conclusion

 

 

Prefer to watch video, subscribe on Youtube. : https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

 

About SME STRATEGY CONSULTING:

 

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

 

For teams: We can facilitate your strategic planning offsite meeting and strategic plan creation. As well as support your strategic plan implementation. 

 

For individuals leading strategy: Join our community of strategy leaders who have learned SME Strategy’s approach and tools for aligning teams, and driving strategic plans forward.

 

For more visit www.smestrategy.net/

Darin Dawson is the President & Co-founder of BombBomb, a video #Communication tool helping organizations rehumanize their communication. On this episode of the Strategy & Leadership Podcast, Darin joins us to discuss what he learned growing the product, the importance of #HumanCenteredCommunication, how to re-think #VirtualMeetings using video & more. Connect with Darin on LinkedIn: https://www.linkedin.com/in/darin-dawson-6a62351/ To learn more about BombBomb and their work, head to their website & be sure to check out their most recent book, Human Centered Communication: https://bombbomb.com/book/ // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Richard Newman is the Founder & CEO of UK Body Talk, a 22-year old training company focused on the psychology of communication. He's also the author of You Were Born To Speak, which you can find here: https://www.amazon.co.uk/gp/product/191645920X On this episode of the Strategy & Leadership Podcast, Richard joins us to discuss how to elevate your audience, adjusting your internal state, developing listening skills, & more. To learn more about UK Body Talk, head over to their website: https://ukbodytalk.com/ // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Annissa Deshpande is the Founder & Principal of loglab, where she provides advisory & fractional Chief People Officer services to businesses looking to modernize their #HR. She's also the author of The Comeback: A Modern HR Novel: https://www.amazon.ca/Comeback-Modern-HR-Novel-ebook/dp/B0939LZ98S Prior to starting her business, Annissa held senior leadership positions at AECOM & Indymac Bank. Be sure to check out Annissa's company, loglab - helping businesses modernize their HR: https://www.theloglab.net/ // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 ► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook ► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course // More strategic planning resources: ► Join our free community: strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade // Connect with us: Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact us ►www.smestrategy.net/contact Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant