Strategy and Leadership Podcast | SME Strategy Consulting

Anthony Taylor hosts Toby Southgate, global CEO of Forsman & Bodenfors, on the Strategy and Leadership Podcast. Toby reflects on his journey from cricket ambitions to leading a global creative collective. They delve into the essence of creative problem-solving, the importance of small, empowered teams, and radical collaboration. Toby shares insights on leading creatives, aligning teams to solve complex problems, and the unique attributes of ambidextrous thinkers in the marketing industry. Tune in for lessons on navigating the evolving marketing landscape and the indispensable human element in this dynamic field.

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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

The episode kicks off by discussing John's initial business endeavors and the crucial life lessons he learned after being fired from his own company. John delves into the concept of creating a comprehensive life plan, which aligns personal goals with professional ambitions, to achieve long-term success without sacrificing overall well-being.

Throughout the conversation, John and Anthony explore various strategies and methodologies, including the significance of regular introspection and strategic reflection. They talk about the power of patient ambition and how setting long-term goals can lead to substantial achievements over time. John highlights the necessity of daily practices like journaling and visualization for mental clarity and aligning daily actions with long-term objectives. For entrepreneurs and business leaders seeking both professional success and personal fulfillment, this episode provides invaluable insights and practical strategies.

• Facilitation is not limited to those with the title of a facilitator; it is a mindset that can be adopted by managers to transition from micromanaging to leadership.
• Psychological safety, vulnerability, and authenticity are crucial in creating an environment where individuals feel comfortable asking questions, sharing ideas, and collaborating effectively.
• The role of a facilitator is to make the implicit explicit, promote vulnerability, and encourage a culture of curiosity and collaboration within the group.
• Facilitation plays a significant role in transforming organizational culture and leadership mindset, leading to improved team dynamics and better outcomes.
• The art of facilitation involves preparation, attunement to the needs of the group, and the ability to interpret silence and unspoken dynamics within the group.

• "I think every manager needs to learn how to facilitate at least a bit to step out of the micromanaging burden into leadership."
• "As a facilitator, the next step is to show them that there is a higher goal that brings them all together so that they're all on the same side."
• "When we reply to other people more with 'yes and,' we help the person to feel good about themselves because they feel seen."

In this episode of the Strategy and Leadership Podcast, Anthony Taylor interviews Ty Wiggins, CEO and Executive Transition Practice Lead at Russell Reynolds Associates. They discuss the challenges and lessons of transitioning into the CEO role. Ty shares insights from his book, 'The New CEO,' which focuses on the importance of adapting leadership style, managing expectations, and building a strong executive team. They also discuss the impact of communication and culture on a CEO's effectiveness. Overall, the conversation emphasizes the need for curiosity, adaptability, and a focus on organizational culture in order to succeed as a CEO.

#CEOtransition, #leadershipstyle, #executiveteam, #communication, #culture, #organizationalculture 

Takeaways:
-Transitioning into the CEO role is a significant challenge that requires adapting leadership style and managing expectations.
-Effective communication is crucial for a CEO, as their words and actions have a significant impact on the organization.
-Building a strong executive team is essential for a CEO's success, and it requires creating an environment of collaboration and trust.
-Understanding and shaping organizational culture is a key responsibility of a CEO, as it has a profound influence on the organization's performance.

Ty Wiggins is a leadership expert who is passionate about setting new CEOs up for success. As the lead of Russell Reynolds Associates’ CEO & Transitions Practice globally, he helps world-leading CEOs successfully onboard and transition into their role, to unlock business (and personal) success— faster. A trusted advisor, he guides new CEOs through their first 12-18 months in role, so they land well and perform quickly. Ty is one of one of only a handful of people globally with a PhD in leadership transitions. He harnesses his deep academic and consulting background to provide CEOs, boards, and senior leadership across industries with the skill and advice needed to enact transformational change. 

// 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-planning-facilitator

If you prefer to get a 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.

Learn more at: https://www.smestrategy.net/strategic-planning-facilitator

Brad Sugars, president and founder of Action Coach Global, shares insights on business coaching, leadership, and business modeling. He discusses the importance of coaching, management, and leadership skills, as well as the evolution of business strategies. Brad emphasizes the significance of leverage, scalability, marketability, and opportunity in business strategy. He also highlights the differences in coaching for new businesses versus established businesses, and the value of external experience in achieving business results.

Official Bio: Brad is the Chairman and Founder of ActionCOACH, a multi-million-dollar franchise providing result-driven education and business solutions to entrepreneurs and executives in 70+ countries across the world. Since starting it in 1993, Brad has scaled up his venture into an award-winning global enterprise that coaches 15,000 businesses on a weekly basis, helping them grow, sustain, and succeed. With over 30 years of experience in the entrepreneurial space, Brad has established himself as one of the world’s leading business coaches. He has lent his professional expertise to 9+ companies as a CEO, besides building his personal brand as a renowned business guru, keynote speaker, and best-selling author.
https://www.amazon.in/Pulling-Profits-Out-Hat-Company/dp/1732049726

https://www.actioncoach.com/ and https://bradsugars.com/

If you prefer to get a 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.

Learn more at: https://www.smestrategy.net/strategic-planning-facilitator

In this episode of the Strategy and Leadership podcast, host Anthony Taylor sits down with Christopher Volk, an accomplished author and business veteran known for his expertise in wealth creation and financial strategy. Christopher, who has a storied career in commercial banking and leading multiple businesses, shares his journey from starting at a bank to taking companies public and engaging with giants like GE and Berkshire Hathaway. His book, "The Value Equation," serves as a cornerstone for the discussion, offering insights into the fundamental principles that drive business success.

Throughout the conversation, Christopher delves into the practicalities of taking a company public, the importance of leveraging other people's money (OPM), and how to balance shareholder's equity with debt to optimize business growth. He explains how understanding and managing six core financial variables can make a company more valuable and shares his belief in the universal virtues of free enterprise. He also touches on maintaining liquidity, making prudent long-term investments, and efficiently utilizing assets and capital to maximize returns. This episode is a treasure trove for entrepreneurs, business leaders, and investors looking to deepen their understanding of business finance and wealth creation.

Prefer to get 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/

In this episode of the Strategy and Leadership podcast, host Anthony Taylor converses with Brent Kedzierski, Shell's former Head of Learning Strategy and Innovation and current Chief Industrial Advocate at Human Works. Brent shares his extensive insights on human-centered industry, emphasizing the necessity for a strategic approach to leadership development and the evolution of the workplace in response to changing generational expectations.

Drawing from over two decades of experience, Brent discusses the critical differences between large multinationals like Shell and SMEs (Small to Medium Enterprises) in how they develop and support their workforce. He explains the need for a well-defined leadership pipeline and exposes the flaws in the prevalent practice of promoting technically proficient individuals to leadership roles. The conversation also covers the evolving expectations of Gen Z employees, the importance of psychological safety in the workplace, and the future of work design.

Connect with SME Strategy: www.smestrategy.net
Connect with Anthony: https://www.linkedin.com/in/anthonyctaylor604/

Work with a strategic planning facilitator on your next strategy offsite: https://www.smestrategy.net/strategic-planning-facilitator

Summary

Steve Dennis, president and founder of SageBerry Consulting, discusses the transformation of the retail industry in the digital age and the challenges faced by companies in adapting to change. He emphasizes the need for leaders to embrace a mindset of continuous transformation and make the necessary mindset shifts to drive success. Dennis also highlights the importance of imagination and creativity in business, as well as the need to think beyond traditional constraints and business models. He encourages leaders to take a portfolio approach to innovation and be willing to take calculated risks.

Steve Dennis is a strategic advisor, keynote speaker, and bestselling author focused on growth, innovation, and the impact of digital disruption. Steve's groundbreaking book--"Remarkable Retail: How to Win & Keep Customers in the Age of Disruption"--is a perennial international bestseller, and his provocative ideas on the future of shopping and consumer behavior are regularly featured in the media, in his role as a Forbes senior contributor, and through the award winning Remarkable Retail podcast. His new book is "Leaders Leap: Transforming Your Company at the Speed of Disruption" During a storied and diverse career as a C-suite executive at two Fortune 500 companies–and most recently as a consultant and member of several boards–Steve has worked with dozens of brands to catalyze and design their journey to remarkable results. As a sought-out keynote speaker, Steve has delivered inspiring talks on six continents, sharing his unique perspectives on what it takes to reignite customer growth in a world of constant change and shifting consumer preferences. Steve is President of SageBerry Consulting. Prior to founding SageBerry, he was the chief strategy officer for the Neiman Marcus Group, where he also led the company's customer insight, loyalty, and multichannel marketing efforts.

Keywords

retail, digital transformation, leadership, mindset shifts, innovation, disruption

Takeaways

The retail industry has been greatly impacted by digital technology and faces challenges in adapting to the changing landscape.

Leaders need to embrace a mindset of continuous transformation and be willing to make the necessary mindset shifts to drive success.

Imagination and creativity are crucial in business, and leaders should think beyond traditional constraints and business models.

A portfolio approach to innovation, combining incremental improvements and game-changing ideas, can help companies stay competitive.

Leaders must be willing to take calculated risks and be open to exploring new opportunities.

Titles

Taking a Portfolio Approach to Innovation

The Importance of Mindset Shifts in Leadership

Sound Bites

"If the world has changed so much, why have you changed so little?"

"Safe is risky."

"Destruction is a means for creation."

Chapters

00:00 Introduction and Background

02:44 The Impact of Digital Technology on Retail

04:11 The Need for Mindset Shifts in Leadership

08:43 Unleashing Imagination and Creativity in Business

10:07 Taking a Portfolio Approach to Innovation

12:05 Embracing Calculated Risks and New Opportunities

21:14 Conclusion and Call to Action

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.

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.

• 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.

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."

• 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.

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.

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.

• 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.

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

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.

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.

• 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.

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

• 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.

Prefer to get 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.

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.

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

• 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.

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/

Summary

In this episode, Anthony Taylor interviews Kerry Siggins, CEO of StoneAge and author of The Ownership Mindset. Kerry shares her journey of becoming a leader at StoneAge and the importance of trust and empowerment in building a successful company. She emphasizes the need for leaders to have an ownership mindset and to surround themselves with smart people. Kerry also discusses the challenges of aligning a large organization and the importance of defining a clear vision and values. The episode concludes with a discussion about Kerry's book, which provides actionable insights for leaders looking to build a great team and culture.

Kerry Siggins is the CEO of StoneAge, a leading manufacturer of industrial cleaning equipment and one of Outside magazine’s top 100 companies to work for. In 2021, she was honored by Industry Era magazine as one of its Top 10 Most Influential CEOs, and in 2017 she was a finalist for Colorado’s CEO of the Year. She sits on the boards of several companies and is member of the Young Presidents’ Organization (YPO). She is regularly invited to deliver keynote speeches on several business and leadership topics, including how to create employee-centric cultures in which it’s safe to speak up and show up as your whole self. She is an active blogger and contributor to Forbes, Entrepreneur, Authority magazine, and BIC magazine and hosts several podcasts, including the popular Reflect Forward.

Takeaways

• Trust and empowerment are essential in building a successful company.
• Leaders should have an ownership mindset and surround themselves with smart people.
• Defining a clear vision and values helps align a large organization.
• Regular check-ins and accountability systems are crucial for ensuring success.
• Kerry's book, The Ownership Mindset, provides actionable insights for leaders.

Chapters

00:00

Introduction and Background

01:07

Becoming a Leader at StoneAge

07:43

Empowering Others and Building Trust

12:02

Aligning the Company and Ensuring Accountability

14:08

Creating a Unified Culture

16:28

The Ownership Mindset Book

Prefer to get 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.

Alan Stein Jr. is an acclaimed keynote speaker, author, performance coach, and consultant with a formidable track record in working with elite NBA superstars such as Kevin Durant and Victor Oladipo. As a former basketball performance coach, Stein Jr. has pivoted his focus to the corporate realm, where he leverages his sports insights to elevate individual and organizational performance. His deep love for basketball and expertise in performance training make him a noteworthy authority in applying sports principles to business leadership and team development. He is also the author of books like "Raise Your Game" and "Sustain Your Game," which explore the parallels between athletic and business excellence.

• Transformational Leadership: Embrace a leadership that focuses on what you want for people, rather than what you want from them, to enhance personal influence and impact.
• Core Values in Decision Making: Use your personal values as a guide to make consistent and aligned decisions that reflect your true self and bolster leadership effectiveness.
• Unseen Hours: Invest in habits and activities during the "unseen hours" — those moments away from the public eye — to become the best version of yourself and set the foundation for success.
• Youth Sports and Leadership: Alan passionately highlights the need to improve the landscape of youth sports, teaching parents and coaches to prioritize process over outcomes and constructively contribute to a child's growth.
• Elevate by Caring: One's dedication to genuinely caring for their work and relationships is the differentiator in achieving professional and personal success.

• "Every single decision you make, you need to ask yourself and run through the filter of, is this in alignment with my personal core values or not?"
• "As a manager, if you show up as less than your best self, mentally, physically, emotionally, or spiritually, you give your team and the people that report to you less of a chance to be successful."
• "Stop badgering and berating the officials. Let the officials officiate. Just sit there and enjoy watching your child do something that they love...encourage them, support them, but don’t coach from the sideline."
• "I am a huge advocate of improving parental behavior and decorum on the sideline, teaching coaches how to have a better impact and influence."
• "The more you invest in caring about others, then the more that will be reciprocated and you'll be rewarded with some phenomenal opportunities and some incredibly fulfilling relationships."

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➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

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► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING:

SME Strategy is a Strategic planning 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-planning-facilitator

In this insightful episode of the Strategy and Leadership podcast, host Anthony Taylor is joined by Shawn Mohr, the dynamic CEO of Aventus, to explore the intricate relationship between leadership, technology adoption, and organizational growth. Sean delves into the emerging space of blockchain and tokenization, offering a glimpse into how these technologies are shaping the future of business transactions and customer engagement.

The discussion pivots around the significance of cultivating a robust company culture and the importance of hiring the right talent to steer an organization towards its desired milestones. Sean underscores the necessity of looking beyond immediate operations, emphasizing a "spatial thinking" approach that balances high-level strategic planning with ground-level execution.

Key takeaways and notable quotes are woven through the conversation, revealing Sean's philosophy on revenue generation, change management, and the potential of blockchain to disrupt traditional business processes. For those curious about integrating cutting-edge technology into their strategy and staying ahead of the curve, this episode offers compelling insights and practical advice on making that leap effectively.

• Embrace "spatial thinking" by balancing a 30,000-foot strategic view with detailed, 3-foot execution in business processes.
• Change management and talent acquisition are critical components of leading an organization through growth and transformation.
• Tokenization and blockchain will play significant roles in future business operations—enhancing security, efficiency, and interoperability.
• Companies need to adapt to evolving technologies to ensure brand loyalty, customer acquisition, and the retention of Gen Z and Gen Alpha demographics.
• Leaders should consider their long-term technology impacts today and plan strategically for where their industry and customer expectations are heading in the next 10 to 15 years.

• "The questions you typically want to ask these organizations [are]... how do you use technology to create tenx efficiency within your team itself?" - Shawn Mohr
• "The only constant is change... whenever every company is going through these type of changes and approaches, I'd look spatially and ask yourself the simple question..." - Shawn Mohr
• "Oftentimes you start with talent. Talent management is a key component to your ability to be successful." - Shawn Mohr
• "This [blockchain and tokenization] is significantly about brand loyalty and customer acquisition for their standpoint." - Shawn Mohr

• Aventus website: Aventus Homepage

Shawn Mohr is an experienced leader with over two decades of expertise in guiding businesses through strategic transformation and growth. Currently leading the helm as CEO at Aventus, Shawn has a proven track record of propelling companies from early-stage startups to scalable enterprises. His background includes work with both publicly traded companies and private organizations post-funding, where he leverages change management processes and leadership development to drive

We invite you to listen to the full episode to gain a deeper understanding of the interplay between leadership, technological advancements, and business growth. Join us for more episodes of Strategy and Leadership, where we bring thought-provoking content to the forefront, helping today's leaders shape tomorrow's success stories. Stay tuned for more enlightening discussions.

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING:

SME Strategy is a Strategy Consulting firm that specializes in helping organizations develop and implement their strategic plans. ► Contact us: https://www.smestrategy.net/contact

Do you run a family business? Have you ever pondered on whether you’re running a family-first business or a business-first family? It’s time we explore this question, and today’s guest is just the person to talk about it. Rob Ferguson has been a trusted advisor to family businesses since 2010. He takes his decade-plus experience and wisdom to the show to discuss how family business owners can ensure that they’re running a growing and profitable business without losing sight of the things that truly matter. Want more? Tune in!

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

channel for weeklyyoutube videos on strategy, leadership, business and management.: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

Nothing is immutable. Every line in the P&L is adaptable, and every challenge is surmountable.

In this episode, we have CEO of Aimably, Claire Miligan to discuss the strengths of neurodiversity and transparency in business. She shares her perspective on a culture of openness and the power of transparency in decision-making and empowering teams. She touches on the challenges of product management, shedding light on the process of balancing short-term goals with long-term innovation. Later on, Claire starts to reveal her secrets to quantifying the ROI of product improvements and the build versus buy dilemma. Tune in now!

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

channel for weeklyyoutube videos on strategy, leadership, business and management.: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

Customer inspired innovation is the belief that when you listen to your customers, they will guide you where you need to go. This is what our Brian Lillie, the President of Private Cloud at Rackspace, explains to us today along with his profound insights on leadership and the evolving landscape of technology. With a background spanning the US Air Force and various leadership roles, Brian emphasizes the crucial balance between customer-inspired innovation and tech push. He discusses the transformative potential of AI across industries, addressing macro trends and sustainability concerns. Brian advocates for setting high standards, fostering creativity, and creating a safe, caring environment. This episode is a compelling exploration of leadership, innovation, and the future of technology. Don’t miss out!

Listen on Spotify: https://open.spotify.com/episode/6WzH8e01VDx0Z5jL0X8nDV?si=YYggkMz5QBa4HoxqJETAKw

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/president-private-cloud-of-rackspace-brian-lillie-on/id1202449526?i=1000650474044

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

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➡️ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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

What factors are really holding women back from moving forward in their careers? More importantly, what can you do about it if you find yourself in that position? We talk about all these things and more with our high-caliber guests who promise to deliver nothing but goodness. PepsiCo COO Grace Puma and former Nike President of Consumer Direct Christiana Smith Shi are the authors of the book, Career Forward: Strategies from Women Who’ve Made It. They reveal the secret to enduring success is adopting a “Career Forward” mindset—prioritizing your career over your current job—as the rewards will far outweigh the invested effort. Tune in and learn how to move your career with their time-tested guiding principles!

Spotify: Open.Spotify.com/episode/6HHpWjkT7W4uvDjxAyLSq1?si=06766b3c46dd44eb

Apple Podcasts:Podcasts.apple.com/ca/podcast/former-pepsico-coo-grace-puma-and-former-nike/id1202449526?i=1000649690158

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

Strategy-and-leadership.mn.co/

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➡️ Looking for a sample agenda for your strategic planning offsite? SMEStrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: SMEStrategy.net/contact

► Connect with Anthony on LinkedIn: 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? SMEStrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: Open.Spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: Courses.SMEStrategy.net/

Anthony Taylor is joined by Lance Graulich, who shares about the amazing franchising success of TGI Fridays. In this episode, learn about Lance’s creative hiring process and why it is important to listen to your employees to create a highly productive team. He explains why it is helpful to have checklists for everything and how to properly implement brand standards in a non-limiting manner. Lance also discusses why prioritizing customer experience above everything else is a sure path toward success, especially within the franchising scene.

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡️ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

Your greatest asset is your people; investing in them is also investing in your growth. In this episode, Anthony Taylor interviews Kristina Fusella about the value of working with Employee Resource Groups (ERGs) to drive innovation, employee engagement, and business success. Kristina is the Senior Director of Capabilities and Employee Experience at Novo Nordisk, and she takes us through her non-traditional career path and the work she is doing. She also dives deep into the role of ERGs in employee development and organizational culture, especially in terms of networking, mentorship, and personal development. With her insights on taking on new challenges and building a broad skill set, Kristina provides us a conversation that highlights the importance of creating a supportive and inclusive culture that encourages employees to explore new opportunities and contribute to the organization's success. Tune in now and embrace exponential growth for you, your team, and your business.

Summary

In this episode, Anthony Taylor interviews Kristina Fusella, Senior Director of Capabilities and Employee Experience at Novo Nordisk. They discuss Kristina's non-traditional career path and the work she is doing at Novo Nordisk. They also explore the importance of employee resource groups (ERGs) and their role in employee development and organizational culture. Kristina shares her insights on taking on new challenges and building a broad skillset. Overall, the conversation highlights the value of creating a supportive and inclusive culture that encourages employees to explore new opportunities and contribute to the organization's success.

Takeaways

• Creating a supportive culture that values breadth of experience can lead to employee growth and development.
• Employee resource groups (ERGs) provide a platform for networking, mentorship, and personal development.
• ERGs can also serve as a valuable resource for organizations to gain insights and address specific challenges within different employee populations.
• Taking on new challenges and stepping outside of one's comfort zone can lead to exponential personal and professional growth.

Chapters

00:00

Introduction and Background

03:43

Culture and Career Development at Novo Nordisk

06:19

Employee Resource Groups (ERGs)

15:44

Benefits of ERGs for Employee Engagement and Organizational Development

19:31

Taking on New Challenges and Building a Broad Skillset

25:15

Conclusion and Contact Information

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

Contact us: https://www.smestrategy.net/contact

// 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.

Nobody wants to fail, but failing can just be the thing you need to really grow in your career and in your life. As the cliché goes, experience is the best teacher, and failure is arguably the best experience you can have. Lisa Lutoff-Perlo learned this powerful lesson in her trailblazing journey as a female leader in a male-dominated industry. In this episode, she shares how she went from sales professional to becoming a CEO of celebrity cruises, (wo)manning the men plying the high seas. She shares the things she has learned from her experience, both from her successes and, more importantly, her failures. Tune in for a powerful learning experience!

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

The great resignation woke the eyes of many business leaders to shift their culture in their organizations. That culture shift will keep them afloat in their business because everyone aboard is driven to keep the ship sailing. In this episode, Brad Zimmerman, the Co-Founder and Partner of Phoenix Performance Partner, dives into The Great Engagement to guide leaders into creating high-performing cultures. He explains how leaders are like parents in the business, helping everyone become healthy and productive individuals and allowing them to grow in the organization. As a CEO and leader, we want to spread the commitment to providing value to our customers like a virus. So, don’t miss the wealth of insights Brad Zimmerman brings in this episode. Tune in and set sail into The Great Engagement today.

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

Would you embrace the flames that would ignite within you or let the cold wind snuff it out? How would you be proud of yourself if you wouldn’t let those flames burn bright? In this episode, John R. Miles, the former Dell CIO, delves into what it means to be Passion Struck in leading into your organization. He explains the meaning of the Gardener Leadership Style and the importance of being a Servant Leader. This episode shows how bright John’s torch burns as he leaves embers of insights on the value of leading with your feet and nurturing everyone with your leadership. Embrace your flames and let that radiate in leading those around you. Let’s join John Miles today and be Passion Struck with him.

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

India’s first unicorn gallops its way into this episode of Strategy and Leadership Podcast. Today, the Founder and CEO of Mu Sigma, Dhiraj Rajaram, takes us into the journey of Mu Sigma in becoming India’s first unicorn and how he leads the company to its success. He also mentions how data and information shape the decisions of leaders and why that is important. Dhiraj explains that organizations should not solely focus on making new things but also learn to create the capacity to build those things. Dhiraj’s prowess in his business radiates the power of data-driven decision-making in paving business growth. Join us in this episode and be inspired to lead your business towards success.

Listen on Spotify: https://open.spotify.com/episode/51lJkLGUZNTl8UtGB3jnNN?si=6e0419d7749148ba

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/indias-first-unicorn-the-journey-of-mu-sigma/id1202449526?i=1000645027538

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

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► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡️ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

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-planning-facilitator

► 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/

Strategic planning goes beyond storing binders on shelves; it involves transforming intricate visions into concise one-pagers, harmonizing perspectives, and mastering effective communication strategies. Anthony Taylor, the founder of SME Strategy, is not a typical strategist. He is tough but caring, and he pushes your team to do their best. Today, he sits with us to discuss all about strategic planning. Anthony debunks myths that confine the concept to boardrooms and dusty binders. He explains a five-step method to simplify strategy, emphasizes the importance of celebrating success, guides us through the entire strategic journey, and more. Tune in now and transform your approach to strategy!

Listen on Spotify: https://open.spotify.com/episode/6AvzmcnV7as873wkgT9wwG?si=fa109a43793d481d

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/anthony-taylor-on-strategic-planning/id1202449526?i=1000644619728

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

1906 is making microdosing more accessible and legal, opening the door to a new era of wellness. In this episode, we hear how CEO Peter Barsoom leads the charge, reshaping industries, one drop at a time. Explore the evolution of 1906 from its roots in the cannabis industry to becoming a leader in microdosing. Peter discusses 1906, how it is about more than just cannabis. He discusses redefining microdosing, bringing up the end of prohibition and the launch of a new direct-to-consumer platform. Find out how the company is making federally legal, microdosed cannabis accessible and breaking down industry barriers. Tune in now!

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

Certain situations will call us forth into leadership. Whether that's in sports, business, or life, we need to be ready for when that time comes. In this episode, Anthony Taylor engages in an insightful conversation with Maria Samson, a distinguished leader in women's rugby. Maria shares her remarkable journey ad her experiences in advocating for women in sports, breaking down barriers, and fostering equitable contributions. The discussion touches upon her leadership roles, both on and off the field, emphasizing the importance of vulnerability, trust, and open communication in building powerful teams. Maria's story serves as an inspiration for aspiring leaders, highlighting the transformative impact of sports on leadership development and the ongoing strides in promoting women in rugby and beyond. Tune in and learn from this exceptional leader!

Listen on Spotify: https://open.spotify.com/episode/0fT54DACGjOaAnLHfGoizH?si=gaP441XJRAK4gMOD5PY2jA

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/canadian-rugby-legend-maria-samson-on-leadership/id1202449526?i=1000644200526

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

Mark Steffe, the CEO of First Command Financial Services, leads with love and believes that success comes from putting your mission first. He also talks about his leadership principles and the company's commitment to military families. They guide military families to financial security and measure their success by what they give back. In 2022, they provided 30,000 financial plans and donated 7% of profits to military charities. First Command encourages team members to lead by example and donate time and resources to help military families.

Listen on Spotify: https://open.spotify.com/episode/4R7rYKwLrSWhjv2ZQh2bdK?si=21baab4079e6418c

Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-story-of-first-command-financial-with-ceo-mark-steffe/id1202449526?i=1000642897853

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

In today’s uncertain times, we need to take matters into our own hands. This episode’s guest is all about doing that, winning by being on offense. Former NFL and NBA executive Paul Epstein joins us to share a playbook for winning both on and off the field. He shares his 15-year career in professional sports to becoming a sought-after consultant and author. He also shares how to seize 52 opportunities a year with "Win Monday" for personal growth and success, the “head-heart-hands” equation, and more. Tune in now and learn the true mindset for success and why it matters to align head, heart, and hands to define your own playbook for victory.

Listen on Spotify: https://open.spotify.com/episode/2aYmTwDxc3tcny6DixyoXj?si=3a2a0ddb94d448b8

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/being-on-offense-with-paul-epstein-former-nfl-and/id1202449526?i=1000642482242

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

Success isn't just about products on shelves; it's about aligning purpose with every purchase, empowering communities, and shaping a healthier world. Align your mission with your product as Lisa Curtis, the CEO of Kuli Kuli Foods, joins Anthony Taylor in this illuminating episode. Lisa shares the remarkable story behind her mission-driven approach to revolutionizing the superfood industry. From the inception sparked by her personal encounter with Moringa in a Nigerian village to scaling up and stocking products in 11,000 stores nationwide, discover the resilient and innovative path Kuli Kuli Foods has traversed. Gain insights into driving sales dynamics, fostering innovation, and the responsibility of being a female founder in today's entrepreneurial landscape. This episode is a testament to the power of aligning business with a global mission, offering an inspiring narrative on creating purpose-driven enterprises for a healthier, more sustainable world.

Listen on Spotify: https://open.spotify.com/episode/61gHgHFVGVfl0SVzdXnwoc?si=f56b6713d6bd4902

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/aligning-mission-with-your-product-with-lisa-curtis/id1202449526?i=1000642083120

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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

It is already challenging to sell a tangible item to your target market. How hard would it be if you are selling an invisible product? Keith Farley, SVP at Aflac, joins Anthony Taylor to share his strategies for selling something that does not technically exist: insurance claims. He explains how they focus instead on providing quality customer experience and building a healthy workplace culture by harnessing the power of current technological innovation. Keith also shares how they keep their customers in the loop while their claims are being processed and how they use a duck mascot to create meaningful connections with everyone.

Listen on Spotify: https://open.spotify.com/episode/2VRT4oyud9ANmaB03GP3Vt?si=m4npu1WfQoif-GrKJJ6AaA

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/how-to-deliver-value-for-an-invisible-product-with/id1202449526?i=1000641416368

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

We hear a lot of dystopian narratives around the rapid advancement of technology in this day and age, but we seldom take a pause to reflect on the good things that come with this evolution. Can today’s technology be leveraged as a force for good? In this episode, we dive into the world of purpose-driven leadership and sustainable innovation as Anthony Taylor engages in a thought-provoking conversation with Marga Hoek, a global thought leader on sustainable business and author of Tech for Good: Imagine Solving the World's Greatest Challenges. Among other things, Marga shares insights on leveraging the fourth Industrial Revolution for positive change. Discover the power of purpose, imagination, and collaboration in reshaping our future, and learn how technology can be harnessed to create a world where business becomes a force for good. Tune in for a visionary episode that challenges the status quo and inspires hope for a more sustainable and impactful tomorrow.

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

Leadership is not only about guiding teams but also about creating a culture that promotes creativity, empathy, and respect for each individual's story. In this episode, we have Rico Nasol, former executive at Zappos and Netflix, talk about leadership and management. From Zappos’ familial culture to Netflix’s “All-Star team” approach, Rico sheds light on the distinct cultures and their impact on personal growth within the organizations. He reveals the secrets behind building and managing creative teams, explaining the essence of innovation within constraints. Rico also touches on the crucial role of mental and emotional well-being in the workplace, advocating for a human-centric approach to leadership. He promotes habits that promote a good balance between work and personal life and that help team members. Tune in now!

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

What makes a leader thrive in the business? In this episode, we will uncover some leadership lessons from the CEO of Foot Solutions to help us traverse into the space of entrepreneurship. John Prothro is a global foot wellness retailer bringing much value to this conversation. He shares his leadership approach, the core values of leaders, and how pride is the downfall of a leader. Mark also talks about organizational learning and so much more! So, what are you waiting for? Set foot into this valuable conversation, and we will take you on a whole new journey as a leader.

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

Fast-growing companies tend to develop Big Company Disease, where growth dramatically slows down. Business owners find their ultimate challenge in scaling up their business. But fear not, because in this episode, Fabrice Bernard, CTO and co-founder of Theodo Group, and Catherine Chabiron, the author of Learning to Scale at Theodo Group: Growing a Fast and Resilient Company, talk about how successful business owners are scaling through lean. Catherine, a Lean Sensei, explains how teams can adopt Lean as their organizational methodology. Meanwhile, Fabrice shares the lessons he learned from his own Lean journey. To wrap up the conversation, Catherine and Fabrice leave some valuable advice for business owners when embracing Lean. Don't miss out on today's episode—join us now!

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

Success begins with clarity, authenticity, and continuous improvement. Keep it simple, stay engaged, and make a lasting impact. In this episode, Jay Sidhu, the Chief Executive Officer of Customers Bancorp, Inc. shares his rags-to-riches story. He generously reveals the key principles that have led him to become a Fortune 500 CEO and a prominent figure in the banking industry. Jay emphasizes the importance of clarity, authenticity, and continuous improvement as the cornerstones of leadership, along with a focus on keeping things simple and staying passionately engaged. From transforming small banks into Fortune 500 giants to his commitment to helping the youth of today achieve their dreams, Jay inspires people to pursue dreams and lead with authenticity. With the right principles and unwavering determination, anything is possible. Tune in now and drive your personal and professional growth.

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

Some of the best athletes out there understand that physical performance can only take you so far without having the right mindset to go with it. This same is true for our professional lives, especially in today’s competitive environment. In this episode, who better to help you cultivate a world-class mindset than a former pro baseball player himself? Derin McMains joins Anthony Taylor to talk about the importance of mindset and how you can translate it across all areas of your life. As the Director of Mental Performance at global security company, ReliaQuest, Derin has been training executives with mental performance principles to take their game to the next level. He shares some of those principles and gives us a peek into what a performance program looks like, diving deep into the value of being intentional, taking the right action, and preparation. Tune in to this conversation and learn what it takes to be a high performer and more!

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

You can't lead people further than how you lead yourself. It’s just one of those poignant leadership lessons that all entrepreneurs and business leaders will eventually come full circle to somewhere down their careers. Scott McGohan has been on the journey for 35 years, and he believes it to be one of the biggest wake-up calls he has ever had. In this conversation, he talks more about it and other lessons in leadership he has accumulated over the years, many of which the hard way. He also talks a bit about the rationale of his book, Culture Is an Inside Job, and how we can start to recognize and bring back the humanity to work. Tune in for all of these and more!

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

Success is found not in avoiding failure, but in embracing it and learning to rise stronger. Transitioning from Wall Street trader to CEO of an Inc 500 fastest-growing company, Jeremy Delk shares his entrepreneurial journey built on resilience and leadership in this episode. Join us as we explore the twists and turns of Jeremy's life, where he learned valuable lessons from early successes and the heart-wrenching loss of a fortune. Jeremy openly shares his financial setbacks and how he overcame them to build a thriving company, Delk Enterprises. Jeremy was clear on how his entrepreneurial journey wasn’t a straight line to success. As CEO, he gives us a glimpse into the behind-the-scenes realities of running a business and the unglamorous aspects of leadership. From personal resilience to inclusive leadership, Jeremy shares how to ignite your entrepreneurial spirit and set an ultimately stable and thriving culture. Tune in now.

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

In a world driven by intense competition, it can be so easy to lose ourselves in that pursuit of perfection. And when it becomes a dangerous obsession, it will cost you more than you know and even notice. In this episode, Thomas Curran, the world’s foremost expert on perfectionism, takes us deep into his book, The Perfection Trap, which looks at the dangers of obsessively going after perfection and how we can escape that trap in today’s competitive environment. He shows what we can do to resist modern-day pressures to be perfect and explains why good enough is often a better aspiration. So, get off of that ever-moving hamster wheel of perfection and focus on what matters most.

Listen on Spotify: https://open.spotify.com/episode/2PwHVK2mm9d61SeLqPT4a0?si=ec8f19452e164124

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/escaping-the-perfection-trap-with-thomas-curran/id1202449526?i=1000631993930

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

When you keep doing the same thing every time, you are only going to be able to perform at that level. There is no growth. This is The Performance Paradox. In this episode, Eduardo Briceño helps us understand what this phenomenon is and how we can overcome it. He shares key insights from his book, The Performance Paradox: Turning the Power of Mindset into Action, to inform us of the value of developing a culture of learning and high performance. Eduardo then takes us into his journey, sharing what drives his personal growth and development along with the lessons he learned across his career path. Tune in to this conversation and learn how to perform not just for the sake of performing but instead, to perform to get better.

Listen on Spotify: https://open.spotify.com/episode/3HeJOOZECBWX1HCDgqFCD4?si=8c96b920197a462f

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/how-to-overcome-the-performance-paradox-with/id1202449526?i=1000631718510

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

Business success is unachievable without the right people at your side and a healthy workplace culture where they can thrive. Therefore, leaders must know how to surround themselves with talented individuals and put into action the values they hold dear. Anthony Taylor chats with Andy Lansing, CEO of Levy, who shares the extraordinary journey of growing his company from just a single delicatessen to a team of more than 50,000 people. Andy talks about the immense power of niceness and passion in targeting huge business wins. He also breaks down leadership lessons from his entire career, from creating a workplace culture where failure is embraced as a stepping stone to success and why innovation must always start from the top.

Listen on Spotify: https://open.spotify.com/episode/7eHAMwZOqTJm1wWBviDWPc?si=9bc89f56ad004de1

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/2-ingredients-to-have-50-000-employees-win-with-andy/id1202449526?i=1000631073545

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

Trust is the glue that keeps society together, and without it, it motivates non-cooperation to people. Trust is as fragile as glass. If it shatters, it will always be harder to build it back. Today, Darryl Stickel, the Founder of Trust Unlimited, brings us into the framework of Building Trust effectively with other people through the ten levers. Darryl suggests showing vulnerability creates a space for others to trust you. His approach closes the gap between leaders and others. Let’s build back our society and combat the unprecedented trust-deficit crisis today.

Listen on Spotify: https://open.spotify.com/episode/3z46q8O5LQpj7NozS8adQL?si=e5a1c80b18cc4cd9

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/building-trust-exceptional-leadership-in-an/id1202449526?i=1000629184759

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

True innovation is about building what customers can't wait to have, not just what they need. In this riveting episode, get ready to dive into the world of exponential growth, daring experiments, and the art of bouncing back from setbacks. Our guest, Adam Robinson, the visionary CEO and founder of Retention.com, takes us on an inspiring journey through his roller-coaster ride of scaling businesses and shaping resilient teams. Adam introduces his unique "face-lighting-up" barometer approach to identifying game-changing products. He also dives into the evolving landscape of marketing and customer attraction strategies and shares how to foster a culture of balanced experimentation. He emphasizes how true innovation ignites not just interest, but excitement. Tune in as Adam shares what it takes to lead with vision, resilience, and a dash of fearless experimentation.

Listen on Spotify: https://open.spotify.com/episode/2FTgq2NGFu6qaKdB1eJyuq?si=b92375aeb7014c2a

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/cracking-the-code-of-product-market-fit-with/id1202449526?i=1000628562845

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

Leading as a CEO isn't about knowing every answer; it's about fostering a culture of growth, embracing innovation, and empowering your team to excel. Join us as Will Robinson, the CEO of Encapture, unravels the challenges and triumphs faced in their journey towards innovation, leveraging AI, and transforming leadership. Throughout the episode, Will shares the journey from a legacy business model to a cutting-edge software company, discusses the art of leading transformation, and debunks the misconceptions around AI. He emphasizes that as organizations adopt AI technology, the workforce is empowered to tackle complex challenges and contribute more meaningfully, thereby enriching the workplace. Tune in to uncover the secrets of effective leadership in the digital age and discover how AI can empower businesses and individuals to thrive.

Listen on Spotify: https://open.spotify.com/episode/6sFKRIBpAHR4HtwCV1ig1P?si=90a784730a8d4244

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/elevate-your-ceo-game-winning-strategies-and-ai/id1202449526?i=1000627991162

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

What does it take to scale a business? It’s time to dive right into this episode with Keith Smith, the president of Vonco Products, to know how he manages to climb the stairs to success. Moving onto the corporate ladder takes a lot of effort, but being intentional in his position allowed him to thrive where he is today. Vonco Products improved after many years as they added talents along the way. There is so much to unpack from this organizational growth Vonco Products faced. So don’t let this opportunity slip to acquire insights on how others scale their business.

Listen on Spotify: https://open.spotify.com/episode/6lpRmzH1pzzCB4UlKqsIDU?si=5f50bdac00b848e6

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/what-it-takes-to-scale-a-business-with-keith-smith/id1202449526?i=1000627722761

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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/

Adaptive strategy is an ingenious approach that has been the secret sauce behind the longevity of iconic companies. In this episode, we sit down with Peter Compo, the author of The Emergent Approach to Adaptive Strategy, Design, and Execution, who shares profound insights gained from his 25-year tenure at the global giant DuPont. Explore how DuPont, a company steeped in tradition, faced the daunting challenge of reinventing itself in a rapidly changing world. Dive deep into the strategies they employed to foster innovation and adaptability. Peter's unique perspective sheds light on how to navigate the complexities of change and emerge stronger than ever. Stay tuned as Peter unveils a transformative takeaway that can revolutionize your strategic approach, regardless of the size or nature of your business. If you're eager to gain a fresh perspective on strategy, innovation, and leadership, then tune in!

Listen on Spotify: https://open.spotify.com/episode/5N8eiVSv7mt6ktmmWd2tR0?si=c683a991ca624b23

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/adaptive-strategy-25-years-of-lessons-in-strategy/id1202449526?i=1000627067744

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

https://strategy-and-leadership.mn.co

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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

A successful entrepreneurship journey is all about focusing on a high-quality product, being aware of the needs of your target market, and keeping a healthy working culture within your own team. Although Peter Mann did not plan to be an entrepreneur from the get-go, he found success in his chosen industry by focusing on these key areas. Joining Anthony Taylor, he looks back on how he found his entrepreneurial spirit by accident and started the air purifier manufacturing business Oransi. Peter also shares some strategies for building a small yet highly productive team, as well as the right approach to business scaling as he now makes his mark across Canada and the United States.

Listen on Spotify: https://open.spotify.com/episode/6OmzCqD3Y4IZTjcoFoFKcM?si=f56a9a37a34c4336

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/building-a-brand-around-high-quality-products/id1202449526?i=1000626801166

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

https://strategy-and-leadership.mn.co

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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

Are you a leader looking to make a lasting impact? In this episode, we dive into the world of mentorship with Scott Jeffrey Miller, author of The Ultimate Guide to Great Mentorship. Discover the distinct roles of leadership and mentorship, the evolving landscape of leadership in a post-COVID world, and the invaluable insights that mentors and mentees can gain from each other. Join us for a thought-provoking discussion that will change how you view mentorship and leadership. Tune in and start your journey towards becoming an influential mentor or finding the right mentor for your growth. Don't miss this engaging conversation that reveals the power of mentorship in transforming lives and careers. Stay tuned!

Listen on Spotify: https://open.spotify.com/episode/3nkJ3b7Vr0waaL6c4f4nLm?si=518b0f2657644af5

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/ultimate-mentorship-how-to-take-everyone-around-you/id1202449526?i=1000628743236

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

https://strategy-and-leadership.mn.co

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// 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-planning-facilitator

► 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

Joe Rare is an “underground” serial entrepreneur, investor, outsourcing expert, father and husband. He currently owns four digital companies, five wedding venues, and real estate investment properties. His passion for sales never dimmed, but he discovered what his life’s work would be - building digital businesses. The road was definitely made of dirt with a lot of potholes. There were failed businesses in the early days, but he took the failures and learned to create wins. He has since built multiple 7+ figure companies and built a strong and growing real estate portfolio. Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/ Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/ ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda // 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-planning-facilitator ► 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/

Amy Brown is the founder and CEO of Authenticx – a software platform that analyzes and activates patient voices at scale to reveal transformational opportunities in healthcare. Amy built her career as a rising executive in the healthcare industry, during which time she advocated for underserved populations, led and mobilized teams to expand healthcare coverage to thousands of Indiana residents, and learned the nuance of corporate operations. In 2018, Amy decided to leverage her decades of industry experience to tackle healthcare through technology. She founded Authenticx with the mission to bring the authentic voice of the patient into the boardroom and increase positive healthcare outcomes.

Meredith Monday Schwartz shares her journey growing "Here Comes the Guide", what she's done to support the individuals in the company and how they created a fair and equitable culture while being distributed across the US. Meredith Monday Schwartz is the CEO at Here Comes The Guide, a fully bootstrapped, employee-owned, all female-led and all-female staffed website showcasing top-notch wedding venues. With a focus on work/life balance, flexible schedules and mom-friendly policies, Meredith is leading Here Comes The Guide to be the template for the new, 21st century small business. Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/ ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda // 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-planning-facilitator ► 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/

As you think about exiting your business there are many factors you need to consider to make it a successful one. Having the right amount of time to prepare can make a world of difference (And several million dollars difference) at the end of the day. In this episode of the strategy and leadership podcast, I speak with Kevin Shaw, President and Managing Director at Baker Tilly Canada Corporate Finance about key considerations for business owners in order to successfully exit their business. ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda // 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-planning-facilitator ► 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/

How does a company go about revolutionizing an entire industry? Join us as we sit down with Ralph Dangelmaier, CEO and board member at Blue Snap, to delve into the industry of payments and innovation. In this episode, we explore how Blue Snap is disrupting the payments industry and empowering merchants to accept payments globally. From embedding payments for sale to optimizing platforms, Ralph shares invaluable insights and expertise that will inspire you to lead change and drive innovation within your own organization. Are you wondering how CFOs are shaping the payments landscape amidst tight economic conditions? Discover the power shift from CTOs to CFOs and learn why focusing on return on investment (ROI) is crucial for success. Ralph sheds light on the challenges faced by merchants and platforms, such as managing multiple payment providers and the overwhelming amount of data. Here are some key takeaways from this episode: -Understand how Blue Snap simplifies payments and connects platforms, making it easy for merchants to integrate and sell globally. -Learn about the importance of ROI in decision-making and how Blue Snap helps merchants achieve a positive return on investment. -Discover the challenges faced by CFOs in managing payments and the opportunity to consolidate systems and save costs. - Gain insights into the role of leadership in driving change and reducing technical debt. - Explore lessons learned from Ralph's 30 years of experience in the payments industry and his approach to leadership. #Strategy #Leadership #OrganizationalChange #PaymentsIndustry #Fintech #Innovation #BlueSnap #CEOInsights #leadershipdevelopment #strategicplanning #changemanagement ► Subscribe to our channel for weekly videos on strategy & leadership: / @smestrategyconsu... ➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/samp... // 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/

Have you ever needed to persuade someone to join your team or convince them to support a project? How did you approach the situation, and what did you learn from it? In this interview, we have the privilege of talking to Alastair Wood, Vice-President & General Counsel at Rhino a New-York based real estate startup, looking to bring greater financial freedom to renters everywhere. He shares valuable insights gained from his experience as the Chief of Staff to the General Counsel and Chief Administrative Officer at City Legal. Alastair navigated the hierarchical structure of a law firm, where he had to influence and gain buy-in from influential individuals who didn't report to him. Through his stories and experiences, we learn how he honed his persuasive skills and turned them into a powerful asset. As you listen to Alastair's captivating anecdotes, you will realize the significance of identifying and harnessing the unique talents within your team. Discover how diverse skills, such as persuasive communication, can be utilized across an organization to drive success and achieve goals. In this video, you will also discover: - The challenges and rewards of leading a team in a hierarchical environment and the importance of garnering support from influential individuals. - The power of effective communication and persuasion, regardless of whether you have a legal background or not. - Why possessing a diverse skill set and the ability to apply it to various roles can make you an invaluable asset to any organization. - The role of culture and passionate individuals in a company's success, emphasizing the importance of surrounding yourself with motivated people. #LeadershipLessons #PersuasiveCommunication #TeamBuilding #InfluentialLeaders #CareerJourney #CorporateToStartup #DiverseSkillSet #SuccessMindset #PassionatePeople #LeadershipDevelopment ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda // 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-planning-facilitator ► 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/

What are some fundamental leadership lessons that apply to both the public and private sectors? In this episode, we have an insightful conversation with Laura Terrell, an executive coach with a diverse background. Laura has worked in various industries and even served as a special assistant to the president at the White House. She is now focused on helping individuals succeed as an executive coach. In this episode, We explore her expertise and learn how she helps clients navigate complex situations and seemingly crazy ideas. We also discuss the importance of building the right team and seeking diverse expertise to support decision-making.

Are you struggling with implementing DEI strategies in your workplace? Join us for an engaging conversation with Wema Hoover, President and CEO of B Limitless Consulting LLC. With her extensive experience at top organizations like Pfizer, Athena Myers, Bristol Squibb, and Google. Wema sheds light on the importance of diversity, equity, and inclusion in today's world. Discover how to drive sustainable progress in your organization as we delve into the different stages of DEI implementation and the outcomes you can achieve, such as customer segmentation, diverse talent recruitment, and global market expansion. Wema emphasizes the significance of creating an inclusive environment where everyone can thrive and contribute their unique skills. She debunks the misconception that DEI conversations are accusatory and suggests focusing on removing biases and assumptions while reinforcing organizational values and culture. Prepare for an emotional journey as Wema encourages listeners to reflect on their own biases and assumptions. Ultimately, she believes that DEI is a social responsibility and a business imperative for success.

Are you curious about the strategic vision that led to Howdy.com's remarkable $100 million valuation? Join us in this Strategy and Leadership Podcast episode as we interview Jacqueline Samira, the CEO, and founder of Howdy.com. Discover the core concepts behind their success and Jacqueline's journey here. Starting her company in 2018, Jacqueline's strategic approach involved nailing the foundation before scaling it, a decision that proved crucial. With a focus on deliberate growth, Howdy.com gained a reputation for exceptional customer experience and word-of-mouth referrals. In this interview, Jacqueline shares insights on the impact of sales experience, the importance of aligning sales and delivery, and the significance of having a clear strategic vision as a CEO. #strategicvision #entrepreneurship #leadershipdevelopment #businessgrowth #leadership #startupsuccess #strategicplanning #scalingbusiness #visionaryleadership #businessstrategy #successstories ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda // 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-planning-facilitator ► 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/

Looking to turn your organization into a value-driven powerhouse through business transformation? In this episode of the Strategy and Leadership Podcast, we speak with Sanjeev Loomba, the author of "The Ninth Gear." With 27 years of experience, Sanjeev is a transformationalist and former CEO who has helped transform hundreds of organizations and thousands of people. He shares his insights on how to shift your perspective on doing business and drive wealth transformation. Sanjeev understands the challenges that businesses face in today's world, including disappearing market share and slowing growth. He emphasizes the importance of focusing on the customer in the current market and notes that businesses must integrate their teams to deliver products that provide value to the customer. Here are some key takeaways from our conversation: - Sanjeev proposes a new perspective on business transformation by finding potential in individuals, teams, and organizations. - Sanjeev shares leadership lessons from running a 5000-person company and shifting how people think about doing business, and explains the concept of value partnership and how it differs from entrepreneurship. - Learn how to help your organization become more distinguished by becoming business value-obsessed and providing personal value to your customers. Sanjeev believes that businesses must listen to the customer and create personalized solutions that meet their needs. He also advises leaders and managers to give their team members more responsibility to make them redundant and promote talent flow.

In this episode, we explore the groundbreaking work of women in business in their communities. Our guest is Wendy Steele, the founder, and CEO of Impact 100 Global. Wendy shares her incredible journey of overcoming limited resources and building a successful model that gathers at least 100 women who each donate $1000 to create grants of $100,000 or more that stay in their local community. With 65 Impact 100 chapters worldwide and over $123 million in grants given away, Wendy's work has truly made an impact. During the episode, Wendy also discusses the importance of diversity and inclusion in leadership and how companies can find leaders who bring unique skills and experiences to the table, regardless of their gender or background. She encourages women to step into their power, overcome barriers, and create positive change. This episode is a must-listen for women in business and female leaders who aspire to make a difference. ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda // 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-planning-facilitator ► 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/

Is your team making optimal decisions? In this episode of the podcast, we had the privilege of speaking with Atif Rafiq, a seasoned leader with extensive experience in executive roles at billion-dollar business units such as McDonald’s, Volvo, and MGM Resorts. Notably, he was the first Chief Digital Officer in the history of the Fortune 500, a pioneering role he held at McDonald’s, and he rose to the president level in the Fortune 300. He is also the author of “Decision Sprint,” where he shares insights on his design process and lessons learned. In this Podcast, we delve into Atif's insights on decision-making: - Understanding the two components of the process: upstream and downstream, involving exploration, alignment, and detailed decisions. - Shifting focus from “what” to “how” in his latest approach, prioritizing collaboration and teamwork over product or service-centric thinking. - Emphasizing the value of exploration before alignment, empowering teams to reach their own conclusions and work towards a shared goal. #digitaltransformation #teamalignment #decisionmaking #strategicplanning #leadershipdevelopment ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda // 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-planning-facilitator ► 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/

Does your organization have a DEI Strategy, or is looking to create one? Then this podcast is for you. Creating an inclusive workplace involves navigating multiple layers, and it can pose challenges, particularly for large and established organizations that are entrenched in the status quo. So, how can these organizations make progress toward inclusivity? We recently had the privilege of speaking with Joy Fitzgerald, SVP & Chief Diversity, Equity, and Inclusion Officer at United Health Group, , who recently authored the inspiring book "Finding Authentic Rhythm: How to Win on Your Terms in Corporate America." Join us as Joy shares her journey, insights, and experiences in the human capital space, where she has been a champion for the underserved, underrepresented, and marginalized. Joy's practical and relatable approach to diversity, equity, and inclusion will challenge your assumptions and inspire you to create a more inclusive environment in your workplace and beyond. Through personal anecdotes and lessons learned, Joy highlights the importance of empathy, understanding, and tailored solutions for individuals and communities. Get her book here: https://www.speakingjoy.com/authentic-rhythm #Diversity #Equity #Inclusion #Leadership #Strategy #Podcast #AuthenticRhythm #Inspiration #DifferenceMakers #DEI #JoyFitzgerald #UnitedHealthGroup ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda // 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-planning-facilitator ► 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/

Are you a business owner or entrepreneur looking to build a valuable asset (organization) that can be sold or transferred at your desired valuation? In order to achieve this, you need to focus on creating sustainable, predictable, and transferable cash flow. Unfortunately, many businesses fail to properly manage their finances, leading to negative equity and liabilities that are not immediately apparent. In this podcast episode, Anthony talks to Ryan Tansen, founder of Arkona LLC, about his experience in turning around his father's struggling business and selling it for eight figures. Ryan shares the lessons he learned and the mindset shifts he had to make to transform the business into a financial asset. Ryan emphasizes the importance of knowing if what you're doing is worth it and aligning everyone in the organization towards the same goal. He also talks about his current company, Arkona, which provides training and financial services to help business owners grow the value of their businesses. In this podcast, we discuss the following topics with Ryan Tansen: - How business owners can misunderstand their cash flow - The importance of professional financial management - Creating sustainable, predictable, and transferable cash flow By listening to this podcast, you'll gain actionable insights and a fresh perspective on how to view and run your business like a financial asset.

What does healthy Leadership Communication look like and how can you become better at it? In this Strategy and Leadership podcast episode, Anthony Taylor interviews Erin Marcus, founder and CEO of Conquer Your Business. We learn about the importance of having uncomfortable conversations in the workplace. When managers are unhappy with their team's performance but are uncomfortable having a conversation about it, it can lead to resentment and the firing of team members, which is expensive and does not solve the problem. Similarly, when team members are having issues with their superiors, but don't feel comfortable expressing themselves, they can become disengaged and eventually leave, which can harm both the employee and the company. The key to having these difficult conversations is to start with the end goal in mind and to focus on what you want to achieve from the conversation. By taking ownership of our relationships and being proactive about having uncomfortable conversations, we can create better outcomes for everyone involved.

As a business leader, you know that creating and implementing an effective strategic plan can be overwhelming. There are so many things to consider: the field your company operates in and how quickly it changes affect the complexity, length, and scope of your strategic plan. It’s crucial to understand the timelines and interdependencies between different components of your plan, and identifying the most critical areas to focus on first will help ensure that your plan is achievable and impactful. But have you ever wondered what process you need to go through and how long your strategic planning and execution timelines should actually be? If so, you’re not alone. That’s why we’ve invited Tagil Green, the Chief Strategy Officer at Bank Hapoalim, Israel’s Largest Bank to share her insights on how to “Right-size your Strategic Planning” as a large organization. In this podcast, we’ll discuss the following topics with Tagil Green: - How multinational organizations can navigate the complexities of the strategic planning process, including timelines, prioritization, and cultural relevance. - How to align your strategic plan with your organization’s values and mission regardless of its size. - How can CEOs and CSOs of large organizations get buy-in from their stakeholders during the strategic planning process? Remember, your strategic plan can’t fix everything. While it should address your most significant challenges and opportunities, some issues may require separate initiatives to ensure it is fully executed. Keep your plan focused and manageable, and you’ll be more likely to achieve your goals and make meaningful progress.

Bill Murray fans this is for you! Do you want to know how a community-driven business can build brand loyalty and drive demand? Look no further than Kerry Michaels, the co-founder and CEO of William Murray Golf. In this episode, we sit down with Kerry to discuss the incredible story of William Murray Golf and the valuable lessons she's learned along the way. Kerry shares how William Murray Golf grew into an authentic community of diverse individuals who share a love for golf and the brand's spirit. One of the things that made William Murray Golf stand out was its scarcity model, which built demand for the brand. Kerry shares how they started with limited inventory, buying only a couple of hundred polos, and sold out very quickly. This scarcity model led to demand for the brand, with customers eagerly awaiting new releases and sometimes waiting up to 12 or 18 months to see a popular polo again. Kerry also offers some practical advice for business leaders growing their companies. She emphasizes the importance of clear guardrails and priorities for yourself and your team, as well as saying yes to the right things and ignoring distractions to set your business on the right path. Through Kerry's experiences in building a community-driven business, she demonstrates that building a brand around a strong community can drive demand, build loyalty, and create authentic connections between people. Join us as we dive deep into the fascinating story of William Murray Golf and learn from Kerry's journey in growing this unique and inspiring brand. Check out the William Murray Golf Brand: https://www.williammurraygolf.com/ #CommunityDrivenBusiness #BrandLoyalty #ScarcityModel #BusinessLeadership ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda // 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-planning-facilitator ► 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/

How can senior leadership teams create and sustain strong partnerships that endure over time? In this episode, we explore the critical factors that enable effective collaboration, including the importance of complementary skills, the demands of multitasking, and the distinctive roles of CEOs and COOs in both startup and mature company settings. In essence, co-founders must be adaptable and allocate responsibilities based on each other's strengths, while supporting one another in their respective roles to ensure seamless operations. That's why we invited Tanis Jorge, the founder of Co-founders Hub, who brings a wealth of experience from co-founding and leading multiple successful startups, including Twilio. Tanis shares her insights and expertise on how co-founders can strengthen their partnerships and avoid common challenges that arise when leading a company, including the impact of communication on relationships, the importance of building trust, and the role of conflict resolution in senior leadership partnerships to help create more successful outcomes for your organization. Given the scarcity of resources and tools available to co-founders seeking to strengthen their businesses through stronger partnerships, Tanis decided to share her experience through her book, Co-founders Handbook, and her company, Co-founders Hub. Co-founders Hub is an online resource that provides co-founders with the necessary tools and support to enhance their collaboration and drive business success. Get in touch with Tanis: https://www.tanisjorge.com/ #leadershipdevelopment #teamcommunication #csuite #cofounder ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda // 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-planning-facilitator ► 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/

Strategy and Leadership Podcast #214 Are you a CEO or a business leader looking to gain insights on how to lead your organization during uncertain times? Then you won't want to miss this episode of our podcast. We're excited to welcome Liz Hoffman, a business and finance editor at Semaphore and former reporter at the Wall Street Journal. Liz has spent 15 years covering finance and business, with a particular focus on corporate mergers, investment banking, and Wall Street. Her new book, "Crash Landing: The Inside Story of How the World's Biggest Companies Survived an Economy on the Brink," takes readers behind the scenes of some of the biggest corporate stories of the pandemic era. In this episode, Liz shares her experience reporting on the pandemic through the lens of economics and business, and what she learned from talking to CEOs, investors, and policymakers during a once-in-a-lifetime event. She also discusses how leaders can navigate uncertainty and transform their organizations for long-term success, drawing on insights from her book and her years covering business and finance. If you're a CEO or business leader looking to stay ahead of the curve, don't miss this episode. Join us as we talk to Liz about what it takes to lead through uncertain times and build a resilient organization. Semafor's business and finance editor, Liz Hoffman, was formerly a senior reporter at The Wall Street Journal, specializing in financial markets, corporate deal-making, and Wall Street's workings. A native of central Pennsylvania, Hoffman is a graduate of Tufts University and the Medill School of Journalism at Northwestern University. She now resides in Brooklyn, New York and has recently published a book titled "Crash Landing: The Inside Story of How the World's Biggest Companies Survived an Economy on the Brink" in 2023. Get Liz Book here: https://www.amazon.ca/Crash-Landing-Biggest-Companies-Survived-ebook/dp/B099362G7P ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda // 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-planning-facilitator ► 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/

In this episode of the strategy and leadership podcast, We had the pleasure of speaking with a special guest about a topic that is vital to any business: leadership. As we all know, just holding a managerial position doesn't automatically make you a great leader. It's a constantly evolving journey where you need to learn, grow, and push yourself out of your comfort zone. But let's face it, this journey is far from linear. You'll encounter uncertainties, setbacks, and triumphs. So, how do you navigate this journey? This is where Sandeep Chennakeshu comes in. As the former CTO of Ericsson and President of Blackberry, Sandeep has spent over three decades leading teams across fourteen countries, pioneering products in wireless, semiconductors, and mission-critical software. His experience has given him practical insights on how to transform organizations for long-term success. 
In this podcast we talk about: - the different stages of the leadership journey and how to embrace them as they come - Finding a balance between your strategy and culture. - The biggest challenge of adjusting to leading outside your comfort zone - and the “curse” of being a CEO.
 Find the principles he discussed outlined in his new book: "Your Company Is Your Castle", to help transform businesses for sustainable growth and profitability: https://www.amazon.com/Your-Company-Castle-Building-Resilient/dp/1957616040

In this episode of the Strategy and Leadership Podcast, Anthony is joined by Douglas Cole to discuss the latest and most effective sales techniques for 2023, The key challenges that sales professionals face in the new attention economy, including opening and closing deals with clients juggling multiple priorities and seemingly limited resources. We also examine the best strategies for influencing corporate buyers. Whether you're a seasoned sales professional or just starting out, this episode offers valuable insights and practical advice to help you succeed in the dynamic and ever-changing world of sales Douglas Cole is an accomplished Enterprise Sales Leader currently serving at LinkedIn Sales Solutions. He is also the esteemed author of "The Sales MBA: How to Influence Corporate Buyers". In addition to his sales leadership role, he actively contributes to internal education at LinkedIn by serving as a distinguished faculty member of LinkedIn's Data-Driven University (DDU) and spearheading the development of professional development programs in partnership with institutional stakeholders. #In this episode of the Strategy and Leadership Podcast, Anthony is joined by Douglas Cole to discuss the latest and most effective sales techniques for 2023, The key challenges that sales professionals face in the new attention economy, including opening and closing deals with clients juggling multiple priorities and seemingly limited resources. We also examine the best strategies for influencing corporate buyers. Whether you're a seasoned sales professional or just starting out, this episode offers valuable insights and practical advice to help you succeed in the dynamic and ever-changing world of sales Douglas Cole is an accomplished Enterprise Sales Leader currently serving at LinkedIn Sales Solutions. He is also the esteemed author of "The Sales MBA: How to Influence Corporate Buyers". In addition to his sales leadership role, he actively contributes to internal education at LinkedIn by serving as a distinguished faculty member of LinkedIn's Data-Driven University (DDU) and spearheading the development of professional development programs in partnership with institutional stakeholders. #Leadershiplessons #salestips #SaaSsales Work with us: Are you looking for someone to help support your organization in building a high-performing team: https://www.smestrategy.net/strategic-planning-facilitator ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda // 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-planning-facilitator ► 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/

Strategy and Leadership Podcast Ep. #211 In this episode of the Strategy and Leadership podcast, We talk to Nick Donofrio. He joins us to talk about his lessons learned in leadership from 44 years of leadership at IBM, What to do as a leader while the speed of technological change and digital transformation seems overwhelming, Where to invest your time, and prioritize what areas to improve during uncertain times, and shares some time- tested wisdom on approaching team building and layoffs as a leader. Nick Donofrio is a 44-year IBM veteran who led IBM’s technology and innovation strategies from 1997 until his retirement in October 2008. He also was vice chairman of the IBM International Foundation and chairman of the Board of Governors for the IBM Academy of Technology. Nick is the co-author of the book “If Nothing Changes, Nothing Changes”. Where he explains how he led IBM’s global technical team to embrace market-centric, focus redefining innovation and sparking worldwide collaboration. Get his book here: https://www.amazon.com/If-Nothing-Changes-Donofrio-Story-ebook/dp/B0B178D91G ► 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 and Leadership Podcast Ep. 210 In this episode of the strategy and leadership podcast, Martin Birch joins us to discuss, Leadership lessons he's learned from managing a technology business through the pandemic, his approach to talent retention in 2023, and how tech leaders can ensure they get strategy buy-in from their remote and hybrid teams. Martin Birch is the CEO and President of IBML, a company that makes scanning and data capture software that helps you get useful information from even the most complicated documents and speed it up so it can be used right away in business applications. Learn more about our approach:https://www.smestrategy.net/strategic-planning-consultant-strategy-facilitator Click here to see how we've helped organizations across North America with their strategy execution: https://clutch.co/profile/sme-strategy-consulting#summary ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ➡ Read our blog on Strategy and Leadership: https://www.smestrategy.net/blog // 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

Tim joins us in this episode of the strategy and leadership podcast to discuss the disconnect between many organizations' digital transformation objectives and the reality of their strategy implementation, Why you should make proactive rather than reactive digital investments (External pressure or losing market share) and how to successfully link your digital transformation plans with your strategy implementation plans. Tim Bottke is a Senior Strategy Partner at Deloitte and the author of the recently released book Digital Transformation Payday: Navigate the Hype, Lower the Risks, Increase Return on Investments. Tim is also an Associate Professor of Strategy and Digital Transformation at SDA Bocconi, one of the top business schools in the world. Check out his book here: https://www.amazon.ca/gp/product/B0BPF7RT7J/ref=dbs_a_def_rwt_bibl_vppi_i0 ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ➡ Read our blog on Strategy and Leadership: https://www.smestrategy.net/blog // 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.108: Loren Martinez joins us to discuss his approach to training and development, their giving back initiative (called Scoop for Scoop), how strategic planning has helped his organization, and much more. Loren Martinez is Director of Operations at Little Man Ice Cream, having overseen the growth and development of new retail locations and production a facility. Be sure to visit a Little Man Ice Cream location in Denver, Colorado Springs, or Fort Collins, Colorado. Learn more about their brands at https://www.littlemanicecream.com/. ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ➡ Read our blog on Strategy and Leadership: https://www.smestrategy.net/blog // 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

In this episode, Kathleen joins us to discuss the importance of crafting a mission statement that aligns your entire organization, how to build high-performing teams, and how her non-profit organization benefited from following SME Strategy's Aligned Strategy Development process. Kathleen Clark is a VP and Chief Strategy Officer at Alternatives Federal Credit Union, a regional Community Development Credit Union (CDCU), and a Community Development Financial Institution (CDFI). On a mission to build wealth and create economic opportunity for underserved people and communities.

Strategy & Leadership Podcast Ep.206 John Bromley joins us to discuss the early stages of building Charitable Impact, why less people are donating money in 2022, being a leader in the charity sector, and much more. John Bromley is Founder and CEO of Charitable Impact, helping people and organizations become more charitable. Founded in 2011, Charitable Impact is like an online bank account for charitable giving. Learn more about Charitable Impact and the work they're doing: https://www.charitableimpact.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.205: Paul Magnone, Christopher Frank & Oded Netzer join us for this episode to discuss how their new book (Decisions Over Decimals) came about, making data driven decisions as a leader, the different ways data can by manipulated, why the perfect decision doesn't exist, and much more. Paul, Christopher and Oded are the authors of Decisions Over Decimals: Striking the Balance Between Intuition & Information. Paul is Head of Global Strategic Alliances at Google, Christopher is a VP at American Express, and Oded is a Professor of Business at Columbia Business School. Be sure to check out Decisions Over Decimals: https://www.dodthebook.com/ #datadriven #leadership #decisionmakingskills ► 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.204 Michael Leiter joins us to discuss the journey of co-authoring a book on banishing burnout, why burnout is more common in 2022, the role of leaders and owners in combatting burnout, and much more. Michael Leiter is Adjunct Professor at Acadia University and an Honorary Professor of Organisational Psychology at Deakin University. He's also the co-author of Banishing Burnout: Six Strategies for Improving Your Relationship with Work. Michaels new book is The Burnout Challenge: Managing People’s Relationships with Their Jobs: https://a.co/d/64bPFqZ #burnout #leadershiptraining ► 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 and Leadership Podcast #203 Bill Hall is President of Simulation Studios where he specializes in developing and delivering business simulation-based executive development and accelerated strategy adoption to fortune 500 companies globally. Bill spent over 10 years at Apple. There, he worked with the executive team including Steve Jobs on keynote presentations and on products such as the iMac, and OS X. He’s a five-time Apple MVP and a Golden Apple award winner. In this episode, Bill discusses the complexities of strategy execution, and how leadership may effectively guide their team through the strategy implementation process. What, why, and how organizations might actually employ simulations to promote team growth and accelerate corporate change. ► 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

In this episode, Oscar discusses all things Leadership and Communication: How to improve your listening as a leader, Listening to what wasn’t said vs what was said, Which code phrases should you watch for to understand the motivations of your stakeholders? And much more. Oscar Trimboli is a mentor, coach, public speaker, and author. He is the author of Deep Listening: Impact Beyond Words. For nearly a decade, he was a director at Microsoft, where he oversaw the MS Office division in Australia. Today, he consults with leadership teams and their businesses on the significance of clarity in effecting change, how to embrace the digital economy, and the role values play in achieving your purpose. ► Subscribe to our channel for weekly videos on strategy & leadership: www.youtube.com/channel/UCOHL... 0:00 Intro // Connect with us: ► Contact us: www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: 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? www.smestrategy.net/strategic... ► Check out our Strategy & Leadership Podcast: open.spotify.com/show/4yND4JK... ► Check out our online course on how to successfully lead your next strategic planning process: courses.smestrategy.net/cours...

In this episode, Jay talks about how, despite his organization's success, he went about rediscovering its purpose while putting its mission, vision, and values at the forefront of all it did. Team members departing because of change, candid conversations with his leadership team, and His concept of self-imposed expiration dates, asking himself and his leadership team if meetings and processes still serve the company's mission and values, enabling his leadership team and organization to constantly evaluate and react to change in an ever-changing business world. 

Jay Bousada is the CEO and founder of one of the most popular digital accelerators in North America, Thrillworks. Jay's first job was as an engineer, where he learned how much he liked solving problems that other people had gotten used to. His passion for pushing what's been done and his interest in digital experiences inspired him to start Thrillworks and remain the company's driving force. ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHL... 0:00 Intro // 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...

In this episode, Anthony talks about his journey so far through 13 years of strategy facilitations, building the SME Strategy Team, and getting to 200 Podcast episodes. He talks about what he's learned about leadership and strategy from some of the world's best CEOs, as well as what makes them great and how they implement their organization's strategic plan. ► Subscribe to our channel for weekly videos on strategy & leadership: www.youtube.com/channel/UCOHL... 0:00 Intro // Connect with us: ► Contact us: www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: 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? www.smestrategy.net/strategic... ► Check out our Strategy & Leadership Podcast: open.spotify.com/show/4yND4JK... ► Check out our online course on how to successfully lead your next strategic planning process: courses.smestrategy.net/cours...

Strategy & Leadership Podcast Ep.199: Orrin Klopper joins us to discuss growing Netsurit to 300+ people, what to do when the sales growth slows down, being a 'transparent meritocracy', and more. Orrin Klopper is the CEO of Netsurit, an IT services and consulting firm that he started 24 years ago, which supports the dreams of doers. For a business automation assessment, text Orrin at 917-517-7763. Connect with him on LinkedIn: https://www.linkedin.com/in/orrinklop...

Joe Keeley is the Chief Executive Officer and Co-Founder of JustiFi Technologies, a venture-backed fintech company that helps vertical SaaS platforms grow multiple streams of income and cut costs by giving them payment and embedded fintech solutions. Prior to JustiFi, Joe founded and grew College Nannies, Sitters & Tutors (CNST), the nation’s largest resource for customized nanny sitters, and tutoring services. Joe is passionate about building revolutionary companies and encouraging the growth of education, the arts, and entrepreneurship. In this episode, Joe talks about his strategic planning process as a CEO, the trends he sees in the global business landscape for expanding into global markets, his outlook on Web3, and the most important questions he poses to his leadership team. ► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHL... 0:00 Intro // 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...

Strategy & Leadership Podcast Ep.196: Brad Harris joins us to discuss the major trends in the world of management, empowering the workforce to be adaptable, management lessons from basketball, three pieces of leadership advice for the next 9-months, and more. With a passion for helping people grow, Brad Harris, PhD is a Professor of Management and Human Resources at HEC Paris. He's also the Co-founder of the People Leader Accelerator, the premier executive development program for HR leaders. Be sure to check out Brad's book, Scaling for Success: People Priorities for High-Growth Organizations: cup.columbia.edu/book/scaling-for…ss/9780231194440 Connect with Brad on LinkedIn: www.linkedin.com/in/bradharrisphd/ #management #leadershippodcast #hrmanagement ► Subscribe to our channel for weekly videos on strategy & leadership: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // Connect with us: ► Contact us: www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: 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? www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: courses.smestrategy.net/courses/Align…rategy-course

On this episode of the #Strategy and #Leadership Podcast, Dave Dickman joins us to discuss his guiding principles for building a company in a growing industry, how to manage a multigenerational team, what is the "United Nations effect" in global product development, and much more. Dave Dickman is a seasoned media executive who has held senior positions in a variety of media and technology organizations, including Apple, Disney, Yahoo, and Warner Bros. He is currently the CEO of Tagger Media, a comprehensive Influencer Marketing platform that provides agencies, brands, and media firms with best-in-class solutions. ► 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

On this episode of the #Strategy and #Leadership Podcast, David Fields joins us to discuss some of his most important tips for customer development, the importance of framing a value-over-cost mindset, and the significance of putting your client first. David A. Fields worked in marketing for GlaxoSmithKline for nine years before joining a boutique consulting business as a partner. He later co-founded Ascendant Consulting, which specialized in assisting huge firms in entering new markets. He has also written two books on consulting. Check out David's website : www.davidafields.com.

Strategy & Leadership Podcast Ep.193: Cristobal Alonso joins us to discuss the key patterns of successful leaders and companies, the evolution of communication in leadership, how he makes key investment decisions, the startup environment in Europe, and much more. Cristobal Alonso is the CEO of Startup Wise Guys, an accelerator program that helps tech founders become successful entrepreneurs and build great companies. He's also co-author of Perform: The Unsexy Truth of (Startup) Success. Connect with Cristobal on LinkedIn: https://www.linkedin.com/in/cristobalalonso/ Learn more about Startup Wise Guys: https://startupwiseguys.com/ #leadership #leadershippodcast #startups ► 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.193: Steve Hoffman (AKA Captain Hoff) joins us to discuss the biggest mistake founders make, the struggle of investing in growth vs. product, current trends in venture capital, how to fuel your next growth stage, and much more. Steve Hoffman is the Founder & Chairman of Founders Space, a global innovation hub for entrepreneurs, corporations, and investors. He's also the author of several books including Surviving a Startup: Practical Strategies for Starting a Business, Overcoming Obstacles, and Coming Out on Top. To connect with Steve, search for 'Captain Hoff' on any of the social networks. Learn more about Founders Space: https://www.foundersspace.com/ #startups #venturecapital #businessgrowth ► 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

Strategy & Leadership Podcast Ep.191: On this episode of the Strategy and Leadership Podcast, Willy Walker joins us to discuss, The value of diverse and unconventional career paths for leaders, how to build a great senior management team, how to foster trust as a CEO, and much more. Willy Walker, chairman, and CEO of Walker & Dunlop, one of the largest commercial real estate financing companies in the US. Under Mr. Walker’s leadership, Walker & Dunlop has evolved from a small, family-owned business to one of the largest commercial real estate finance companies in the U.S. In its first ten years as a public company, Walker & Dunlop's shares grew over 800%. The firm was #17 on Fortune's 2017 "Fastest Growing Public Companies". Learn more about Walker & Dunlop here: https://www.walkerdunlop.com/ ► Sign up for our Newsletter for free actionable Ceo tips: https://www.smestrategy.net/leaders-digest Subscribe to our channel for weekly videos on strategy & leadership: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // Connect with us: ► Contact us: www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: 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? www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: courses.smestrategy.net/courses/Align…strategy-course

Strategy & Leadership Podcast Ep.190: Michael Yinger joins us to discuss why he uses a more open management style, getting the most out of high-impact team members, the future of talent attraction, and much more. Michael Yinger is the COO and Co-Founder at Resume Sieve, an intuitive candidate evaluation platform that fast-tracks resume assessment. Previously, Michael held several roles in operations, recruitment, service delivery and strategy. Learn more about Resume Sieve's AI-powered candidate evaluation platform: https://resumesieve.com/ #talentacquisition #leadershippodcast #talentmanagement ► 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

Katie Klumper joins us to discuss how talent retention and organizational redesign are affecting CMOs, why CMOs are getting more of a seat at the table, uniting the CMO community, her big learning moments, and more. Katie Klumper is founder & CEO of Black Glass Consulting, a CMO-centric consulting firm. Previously, she was a Partner at Deloitte, President of digital agency KBS, and led CMO Transition Labs and CMO Academies. Follow Black Glass Consulting on LinkedIn for frameworks & other frameworks: https://www.linkedin.com/company/black-glass-consulting/w ► 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

Corey White joins us to discuss the evolution of cyber security in business, why the cyber security industry isn't trying to stop cyber attacks, managing the risk of cyber attacks, why he loves meditation, and much more. Corey White is the Chief Executive & Experience Officer at Cyvatar, technology-enabled cyber security as a service provider for startups and SMBs. Previously, he was the CEO of Cylance, which BlackBerry acquired for $1.5 billion. Learn more about Cyvatar and get started for free: https://cyvatar.ai/ #cybersecurity #cyberrisk #cyberexpert ► 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, Gerald Leonard joins us to discuss how to create a symphonic business culture in which everyone plays an active role in your organization, How to use technology and data to improve your decision-making, and how to build a more productive, transparent, and communicative workforce. Gerald Leonard is the CEO of Principles of Execution LLC, a strategic project portfolio management, culture change, and IT consulting firm with over 20 years of expertise working with federal and state governments and sizeable multinational corporations. He is also an international Keynote Bassist and the author of “Culture Is The Bass: 7 Steps to Creating High Performing Teams,” one of Entrepreneur magazine's “Top 15 Books on Business Culture That You Need to Read Today,". His programs integrate music, productivity, workplace culture, and neuroscience. Check out Gerald's website here: https://geraldjleonard.com/about/ ► Subscribe to our channel for weekly videos on strategy & leadership: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1 // Connect with us: ► Contact us: www.smestrategy.net/contact ► Connect with Anthony on LinkedIn: 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? www.smestrategy.net/strategic-alignment-program ► Check out our Strategy & Leadership Podcast: open.spotify.com/show/4yND4JKofh64gcvyvcLMqW ► Check out our online course on how to successfully lead your next strategic planning process: courses.smestrategy.net/courses/Align…rategy-course

On this episode of the #Strategy and #Leadership Podcast, David Perry joins us to talk about how your company can leverage gamification principles to delight customers, hedging risk through long-term strategic partnerships, and sharing his story from making video games to selling his cloud gaming service to Sony. David Perry is the CEO of Carro, Shopify's largest cross-selling sales platform for major brands, influencers, and publications. He has worked in the video game industry for over 30 years and has created games such as Teenage Mutant Ninja Turtles, The Matrix, The Terminator, and Aladdin. After selling his last company to Sony PlayStation for almost $380 million, he was interested in switching from video games to eCommerce. More than 30,000 brands use Carro (providing them with technologies to sell more by working together as a network). Learn how Carro is revolutionizing how brands partner with influencers here: https://www.getcarro.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.186: Panos Soizos joins us from Cyprus to discuss the intersection between learning and tech, the challenges of leading 120 people, adapting for the future, & much more. Panos Soizos is the Co-founder and CEO of LearnWorlds, the all-in-one platform for creating, promoting & selling online courses. With a PhD in Educational Technology, Panos has a long history in the E-learning space, having built his first platform back in 2000. He also worked in the private sector in the software business, and as a policy advisor in the European Parliament. Learn more about LearnWorlds, and how you can create and sell online courses from your own website: https://www.learnworlds.com/ #elearning #futureproof #personaldevelopment ► 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 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

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 [email protected] 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

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

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

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

Ken Falke is a retired US Navy member and Chairman of the Boulder Crest Foundation. He's also a philanthropist, author, and speaker who has ran several of his own businesses and non-profits. On this episode of the Strategy & Leadership Podcast, Ken joins us to discuss why 70% of Americans hate their jobs, leading people post-pandemic, managing your control as a leader, and more. #LeadershipPrinciples #LeadingPeople #LeadershipStyles Be sure to check out Ken's book, Struggle Well: Thriving in the Aftermath of Trauma: https://www.amazon.ca/Struggle-Well-Thriving-Aftermath-Trauma-ebook/dp/B07BC59JMK Learn more about Ken's organization, Boulder Crest Foundation, by visiting their website: https://bouldercrest.org/ // 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 Black is the President & General Manager at Superfly, an agency dedicated to shaping how the world plays and connects. Previously, Richard worked at the ad agency Momentum Worldwide, and led a team for Hip-Hop mogul Russell Simmons’ business ventures, among other positions. On this episode of the Strategy & Leadership Podcast, Richard joins us to share his insight on transitioning to a new leadership role, focusing on the future, developing connection with customers, and more. #NewBoss #NewRole To learn more about Superfly, check out their website: https://superf.ly/ To connect with Richard, send him an email: [email protected] // 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

Anthony Taylor is the host of our #Strategy & #Leadership Podcast, as well as the Managing Partner of SME Strategy Consulting. For the last episode of 2021, Anthony looks back on the year of strategy and leadership and makes his predictions for the coming year and beyond. To learn about how we can help align your team around a clear strategic plan and help you implement that plan, check out our services: https://www.smestrategy.net/strategic-planning-consultant-strategy-facilitator // 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

Matt Compton is the Co-founder and CEO of Filo.co, a company helping people come together to create, learn, and solve problems remotely. A two-time founder, Matt previously worked at IBM, ExactTarget (which was acquired by Salesforce), and Cheetah Digital. On this episode of the Strategy & Leadership Podcast, Matt joins us to discuss the three pillars of #RemoteCollaboration, the advantages of being able to work well remotely, transferring values throughout a whole company, and more. #RemoteWork To connect with Matt, find him on Twitter (@ComptonMC). Or to learn more about Filo, visit their website: filo.co // 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

Matt Cowell is the CEO of QuantHub, helping companies future-proof their workforce by building a highly data fluent employee-base and exceptional AI teams. On this episode of the #StrategyandLeadership Podcast, Matt joins us to discuss why leaders need to develop #DataSkills, the upside of investing in data capability, and why people are bad at making data driven decisions. To learn more about QuantHub and how they may be able to help your team with #DataLiteracy and skills, visit their website for a free consultation: https://quanthub.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

Sharon Koifman is the President of DistantJob, a recruitment agency that finds, vets, and takes care of highly skilled #RemoteWorkers. He's also the author of Surviving Remote Work: How to Thrive as a Leader and Entrepreneur in the Remote Age: https://www.amazon.com/Surviving-Remote-Work-Sharon-Koifman-ebook/dp/B08HVTNKKL On this episode of the Strategy & Leadership Podcast, Sharon joins us to discuss advice for leaders hiring #RemoteTeams, reducing burnout from online meetings, what to take/leave from an office environment, and more. Learn more about DistantJob and how they can find you highly skilled remote workers for less: https://distantjob.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

Jorge Quezada is the Vice President of Inclusive Diversity at Granite Construction, one of the largest full-service general contractors, construction management firms, and construction materials producers in the U.S. Previously, Jorge held similar #DEI roles at Allstate Insurance, Kraft Foods Group, and Northwestern Mutual before joining Granite Construction. On this episode of the #StrategyandLeadership Podcast, Jorge joins us to discuss developing a beginner's mindset, the paradox's of DEI, how to avoid defensiveness, his big learning moment at Kraft, & more. To connect with Jorge, find him on LinkedIn by searching Jorge Quezada, MBA. And be sure to checkout his podcast, Construction DEI Talks: https://constructiondeitalks.com/episodes/ // 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 Nour is an Advisor, Educator, & Executive Coach, helping organizations recognize the many quantifiable ways that #BusinessRelationships drive everything. An Iranian immigrant who arrived in America with no English, David has been in business for 20 years now, having worked with executives from Cisco, Deloitte, Disney, Marriott, Microsoft, IBM, & more. On this episode, David joins us to discuss why relationships are extra important in business, why he's hard on performance and soft on people, his 'aha' learning moments, & more. Check our David's latest of 12 books, Curve Benders: How Strategic Relationships Can Power Your Non-Linear Growth in the Future of Work: https://nourgroup.com/curvebenders/ // 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

Ellen Snee, EdD, is an Executive Coach to high potential & senior level women, a speaker, consultant, and the author of Lead: How Women in Charge Claim Their Authority. But before that, Ellen was a Catholic nun for 18 years. From there she went to Harvard University to complete grad school before eventually becoming a program director at the university. Then she made her way to Silicon Valley to be VP of a large software company. On this episode of the Strategy & Leadership Podcast, Ellen joins us to discuss leadership vs. authority, challenges for women in leadership, how senior leaders can support women, & more. Be sure to check out Ellen's book, Lead: How Women in Charge Claim Their Authority: https://www.ellensnee.com/lead // 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 Giersdorf is a former senior executive in the global cruise & travel industry, including publicly-traded $1B+ brand portfolio and CEO of several iconic cruise, travel and marketing services brands. Now he help owners, boards, CEOs and leadership teams of diverse organizations on topics ranging from navigating disruption and recovery, growth, innovation, performance, and mergers & acquisitions. Learn more and get in touch here: https://www.globalvoyagesgroup.com/contact/ On this episode of the Strategy & Leadership Podcast, David joins us to discuss how he helped solve the big challenges of iconic cruise ship brands, #LeadingThroughDisruption, his book Hard Ships, and more. His book is called Hard Ships: Navigating Your Company, Career, and Life through the Fog of Disruption: https://www.amazon.com/Hard-Ships-Navigating-Company-Disruption-ebook/dp/B08XYTLSS2 // 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

Amy Lynn Durham is a former corporate sales manager turned Executive Coach, helping leaders create magic at work by focusing on emotional & spiritual intelligence training. She's also the author of Create Magic at Work. On this episode of the Strategy & Leadership Podcast, Amy joins Anthony to discuss why employees leave, how leaders can #CreateMagicatWork, #ConnectingActivities for your team, and more. Be sure to connect with Amy on LinkedIn and learn more about her work and her book, Create Magic at Work: https://createmagicatwork.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

Grant Morgan is the Co-founder & CEO of R-Zero, a biosafety tech company delivering a higher standard of human health via safer indoor spaces. On this episode of the Strategy & Leadership Podcast, Grant joins us to discuss solving problems by starting with a need, the importance of failure, structuring a value stream, and more. // 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

Peter Docker joins us to discuss how to lead from the jumpseat, the problem with having all the answers, nurturing a sense of belonging as a leader, and much more. Peter Docker is a former Royal Air Force senior officer and international negotiator for the UK Government. Now he's a keynote speaker and consultant working with the most senior levels in oil & gas, construction, mining, pharmaceuticals, banking, television, film, media, manufacturing and services. He's also an author of multiple books, including one he co-authored with Simon Sinek. Check out Peter's book, Leading From The Jumpseat: How to Create Extraordinary Opportunities by Handing Over Control: https://www.leadingfromthejumpseat.com/leading-from-the-jumpseat/ // 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

Conrad Edwards joins us to discuss the #LeadershipPrinciples he's relied on to be successful in various roles, his advice for leaders, balancing #StrategicandTactical work, and much more. Conrad is the CEO of The Basement, a 14-year old integrated advertising agency based out of Indianapolis. Previously, Conrad held several CMO and consumer experience leadership positions. To learn more about The Basement, their work, and get in touch, visit their website: https://thebsmnt.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

Howard Tiersky joins us to discuss everything #DigitalTransformation: Different types and scopes of digital transformation, winning #DigitalCustomers, dealing with resistance to change, and much more. Howard Tiersky is the CEO of FROM - the digital transformation agency. FROM helps companies win with today’s customers who reserve their loyalty for brands that deliver elegant and convenient digitally-powered experiences. Previously, Howard worked at Capgemini & EY. Check out Howard's Wall Street Journal best selling book, Winning Digital Customers: The Antidote to Irrelevance: https://www.howardtiersky.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

Fernando Clemente joins us to discuss growing his marketing agency, #LeadershipPrinciples that have led to success, the #ValueofTransparency and more. Fernando Clemente is the owner/President of Mule Media Inc., a digital solutions agency that acts as a full-scale marketing department for companies in need of an entire or partial marketing team. His past professional experience includes real estate, business banking, and retail management. To learn more about Fernando's work and Mule Media, visit their website: https://digitalmules.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

Sue Kruskopf joins us to discuss why #WorkplaceCulture has been so important for 30+ years of success, relying on using truth in advertising, the great resignation, and much more. Sue Kruskopf is the founder and long-time CEO of KC Truth, an advertising agency founded on cutting through the BS and getting to the truths about clients brands. She's also the founder of MyWonderfulLife.com, a free site where you can plan and personalize your own funeral. To learn more about Sue's agency, KC Truth and to get in touch: KCtruth.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

Kizzy Parks, PhD joins us to discuss everything government procurement - how to win government contracts (even if you never have), the human component to winning contracts, and much more. Kizzy Parks, PhD is the President of K. Parks Consulting, where she's won well over $60 million in government contracts. Recently, she started GovConWinners to help service-based small business owners learn how to win their own profitable government contracts. Learn more about Kizzy's company and programs for helping people win government contracts: https://www.govconwinners.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

Kyle Duford joins us to discuss investing in his team, creating #HumanConnection virtually, why it's hard to hire in 2021, and more. Kyle Duford is the Executive Creative Director and Agency Director of The Brand Leader, a creative branding agency specializing in strategy and design. He's also worked for brands like Nike and Dr Martens, and has managed several e-commerce teams. Learn more about The Brand Leader and the work the agency is doing: https://thebrandleader.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

Uwe Dockhorn joins us to share his own story, how he came about his anti-burnout system, and how he helps people improve their life and business. Uwe Dockhorn is a Lifestyle Liberator who brings results to high achievers & their Very Important Partners (VIPs) without burning out. He created The AIM-System™, a simple 3-step life-changing experience for In-Demand Professionals and their VIPs. Uwe's free webinar: Get Back Your Family Mojo, Double Your Financial Security, and Live In Abundance in All Areas of Your Life: https://www.uwedockhorn.com/a/2147497391/zQazKavi // 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

FreshBooks Co-founder Mike McDerment joins us to tell the story of how FreshBooks was built out of the basement into a billion dollar company, including some of his leadership principles that got them to this point. Mike McDerment is the C-founder, Board Chair and former CEO of FreshBooks. FreshBooks is a cloud-based accounting software company that was recently valued at over $1 billion. Get a free trial of FreshBooks: https://www.freshbooks.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

Daniel Stillman joins us to discuss the cost of bad conversations, the classic truth about meetings, how to have #ConversationsThatMatter, how to frame the real purpose of meetings & more. Daniel Stillman is an Executive Coach, Conversation Designer and Lead Facilitator at The Conversation Company. Daniel created the company to help organizations transform and have the vital conversations. #DesignThinking Be sure to check out Daniel's book, Good Talk: How to Design Conversations that Matter: https://www.amazon.com/Good-Talk-Design-Conversations-Matter/dp/9462763569 // 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

Mark Herschberg joins us to discuss the #EssentialLeadershipSkills that weren't taught, gaps in the education system, creating a career plan, building #LeadershipCapacity, and more. Mark Herschberg has been an Instructor at the Massachusetts Institute of Technology (MIT) for the past 20 years. A seasoned executive and cybersecurity expert, Mark bridges the divide between business and technology to start, grow, and fix startup companies. He's also helped two Fortune 500 companies with their internal startup initiatives, and helped create educational programs at MIT and Harvard Business School. Mark's book is called Career Toolkit: Essential Skills for Success That No One Taught You: https://www.thecareertoolkitbook.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

Emil Dobrovolschi & Octavian Pantis join us to discuss their book, Dark Cockpit, leadership lessons from the aviation industry, the value of SOPs, leadership during chaos, & much more. Octavian Pantis is a trainer, speaker, author & entrepreneur in Romania. He co-founded the leadership development consultancy firm Qualians, and is Partner at an events company called Ecoxtrem. Emil Dobrovolschi is a commercial airline pilot of 27 years with the Romanian airline Tarom. Be sure to check out Emil & Octavian's book, Dark Cockpit: How to Communicate, Lead, and Be in Control at All Times Like an Airline Captain: https://www.amazon.com/Dark-Cockpit-Communicate-Control-Airline-ebook/dp/B0958KT47T // 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

Henry Daas is an Entrepreneurial Coach, Personal Finance Coach, and the author of FQ: Financial Intelligence, a 432 page book that explores every aspect of personal finance. He also offers a 20-week course where he teaches everything he knows about how to manage and grow your money, including uncovering the mindset that may be holding you back, creating a life-long financial plan, becoming skilled at managing your assets, and more. On this episode, Henry joins us to discuss how you can improve your own financial intelligence. Here's a breakdown of the conversation: - Why financial intelligence is so important - Avoiding crucial mistakes like double taxation - Looking at your business as an entity with a life of its own - & more Henry's book, FQ: Financial Intelligence: https://www.amazon.ca/Financial-Intelligence-Henry-Daas-Jr-ebook/dp/B07YSWHZ52 // 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

Mehak Vohra is the founder and CEO of SkillBank, a online program focused on training the next generation of marketers. Cohorts are free upfront, and you only pay once you graduate, if have a job paying $40k or more. She's also a 2017 Thiel Fellowship Finalist, and the youngest ever San Francisco mayoral candidate. On this originally live podcast episode, Mehak joins Anthony to discuss how small businesses and non-profits can leverage marketing, specifically entry-level marketers, to grow in 2021. Here's a breakdown of the conversation: - Why people should care about marketing in 2021 - Different types of marketing strategies and marketing goals - Being aligned on your personas - About SkillBank, the marketing school that's free upfront // 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

Melvin Gravely is the CEO of TriVersity Construction, a 100-person, $100 million construction company working with large, commercial customers. He's also the Founder & Chairman at the Institute for Entrepreneurial Thinking, LTD, and the author of Dear White Friend: The Realities of Race, the Power of Relationships and Our Path to Equity. On this episode of the Strategy & Leadership Podcast, Melvin joins our Managing Partner Anthony Taylor to discuss his new book, how to lead everyone in the era of diversity and inclusion, the new era of racial awareness, and so much more. // 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

John Rossman is the Managing Partner of Rossman Partners, where he gives keynotes, and advises leaders and boards on digital strategy and innovation. John is a former Amazon Director who helped launch and scale the Marketplace business, and also ran the Enterprise business. On this episode of the Strategy & Leadership Podcast, John joins our Managing Partner Anthony Taylor for his second time on the show to discuss Amazon's leadership principles, becoming more customer centric, building your own leadership principles, and much more. Check out John's new book, The Amazon Way: Amazon's 14 Leadership Principles: https://www.amazon.com/s?k=The+Amazon+Way%3A+Amazon%27s+14+Leadership+Principles&i=stripbooks-intl-ship&ref=nb_sb_noss_2 // 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

Micah Lorenc left his strategy job at a Fortune 100 company to start his own coaching business, where he focuses on team development, leadership, and Clifton's Strengths coaching. On this episode of the Strategy & Leadership Podcast, Micah and our Managing Partner Anthony Taylor meet to discuss how leaders can use the Clifton's Strengths tool, building a strong team around you, playing to your strengths, and more. // 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

On this episode of the Strategy & Leadership Podcast, Dan Faggella joins us to discuss why leaders should care about artificial intelligence, how to manage the change around AI, and the ROI of AI. Dan Faggella is the Head of Research and CEO of Emerj Artificial Intelligence Research, as well as a Fellow at the Institute for Ethics and Emerging Technologies. Before joining Emerj, Dan was a black belt Brazilian jiu-jitsu fighter who competed internationally. On this episode of the Strategy & Leadership Podcast, Dan joins our Managing Partner Anthony Taylor to discuss: - Why leaders should care about AI - How to manage change related to AI - The different types of ROI for AI - & much more Register for Dan's webinar, Starting an AI Consulting Practice - 3 Critical Factors for Success: https://event.webinarjam.com/register/14/w8v97bp // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook ► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course // More strategic planning resources: ► Join our free community: https://strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade // Connect with us: Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact us ►https://www.smestrategy.net/contact 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. 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: https://www.smestrategy.net/strategic-planning-facilitator-consultant

Amos Schwartzfarb has been building businesses since the 90's. Now, he's the Managing Director at Techstars, investing in early stage businesses and helping them find repeatability. He also sits on several boards, and is the best-selling co-author of LEVERS: The Framework For Building Repeatability into Your Business. On this episode of the Strategy & Leadership Podcast, Amos connects with our Managing Partner Anthony Taylor to discuss the difference between being metrics aware and metrics driven, his Levers framework, how it helps businesses build repeatability into their business, and much more. Here's a breakdown of the conversation: - Being metrics aware vs. metrics driven - Considerations to make when becoming metrics driven - The Levers framework for becoming metrics driven - Leadership traits needed to bring a business to the next level - & more Check out his book, LEVERS: The Framework For Building Repeatability into Your Business: https://www.leversbook.com/ // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook ► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course // More strategic planning resources: ► Join our free community: https://strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade // Connect with us: Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact us ►https://www.smestrategy.net/contact 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. 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: https://www.smestrategy.net/strategic-planning-facilitator-consultant

Chris Cicchinelli is the CEO & President of Pure Romance, the world’s largest in-home/virtual party company specializing in intimacy and sexual health. On his twenty year journey with the company, he grew the business from $3 million to $350 million in revenue. In 2018, Chris founded the Living with Change Foundation to help transgender youth and their families. He's also the author of the secret is YOU: How I Empowered 250,000 Women to Find Their Passion and Change Their Lives. On this episode of the Strategy & Leadership Podcast, Chris joined our Managing Partner Anthony Taylor to discuss his most challenging phase of growth, developing trust & credibility, the keys to attracting top talent & more. Here's a breakdown of our conversation: - His most challenging phase of growth - Developing trust & credibility - Keys to attracting top talent - & more! Chris' website: https://chriscicchinelli.com/ Chris' book, the Secret is YOU: https://www.amazon.com/gp/product/B08VD9ZFKM/ref=dbs_a_def_rwt_bibl_vppi_i0 // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook ► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course // More strategic planning resources: ► Join our free community: https://strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade // Connect with us: Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact us ►https://www.smestrategy.net/contact 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. 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: https://www.smestrategy.net/strategic-planning-facilitator-consultant

Cameron Herold in the Canadian born founder of COO Alliance. He was instrumental in building 1-800-GOT-JUNK? into a $100 million business, and also helped build several other companies including North America's largest collision repair company, the largest residential house painting company in the world, and a currency company he sold for $64 million. Since leaving 1-800-GOT-JUNK? 14 years ago, he's been coaching companies all over the world, and speaking in 26 countries. He's also authored 5 books, and is the host of the Second in Command Podcast. On this episode of the Strategy & Leadership Podcast, Cameron joins us to discuss the role of the second in command, his big 'aha' moments, growing the skills of managers, the importance of continuous learning, and more. To learn more about Cameron's work, check out his website to find podcasts, 5 books, case studies, courses & more: https://cameronherold.com/ Here's a breakdown of our conversation: - The role of the second in command - Biggest 'aha' moments after helping build 4 companies - Growing the skills of your managers - On continuous learning & the COO Alliance // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook ► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course // More strategic planning resources: ► Join our free community: https://strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade // Connect with us: Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact us ►https://www.smestrategy.net/contact 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. 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: https://www.smestrategy.net/strategic-planning-facilitator-consultant

Jazz Pabla is the CIO and Director of Information Services for the City of Kelowna. Being in IT, he focuses most of his time on securing digital assets, and key city services and systems like water. Formerly, Jazz was a Customer Experience Manager at the University of Saskatchewan, and a Technology Integration Manager for the City of Saskatoon. On this episode of the Strategy & Leadership Podcast, Jazz joins us to discuss digital transformation in action, cybersecurity, the complexity of local government, and more. Here's a breakdown of our conversation: - The complexity of local government - The citizen first model - Digital transformation in action - Cybersecurity as a strategy - & more! // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook ► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course // More strategic planning resources: ► Join our free community: https://strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade // Connect with us: Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact us ►https://www.smestrategy.net/contact 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. 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: https://www.smestrategy.net/strategic-planning-facilitator-consultant

Andrew Freedman is the Managing Partner of SHIFT Consulting, where he helps leaders think differently about employee engagement and performance. Since the dawn of his career, Andrew's aim has been to help and teams get better in one way or another. He's also an Affiliate Professor of Strategy & Leadership at the University of Baltimore, and he's got a new book out called Thrive: The Leader's Guide to Building a High-Performance Culture. On this episode of the Strategy & Leadership Podcast, we discuss some of the challenges people and organizations are dealing with right now, how to improve organizational alignment, his advice for leaders, and his new book. Here's a breakdown of our conversation: - Challenges organizations & employees are dealing with right now - Tips for improving organizational alignment - Advice for leaders - About his book, Thrive To learn more about Andrew, his work, and his book, visit: thrive.shiftthework.com // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook ► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course // More strategic planning resources: ► Join our free community: https://strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade // Connect with us: Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact us ►https://www.smestrategy.net/contact 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. 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: https://www.smestrategy.net/strategic-planning-facilitator-consultant

Peter J. Scott is an IT specialist and futurist who worked for NASA for over 30 years. Now, he's a coach and the author of Crisis of Control: How Artificial SuperIntelligences May Destroy or Save the Human Race, and the host of Artificial Intelligence and You, a podcast that seeks to communicate the intricacies of both the challenges and opportunities of artificial superintelligences in away that non-experts can grasp. On this episode, Peter joins us to discuss the future of AI in the workforce, his big takeaways from working at NASA, using an engineers mindset to approach people problems, and so much more. Here's a breakdown of our previously live conversation: - The future is now for AI and tech - One takeaway from working at NASA - How he approaches the people side of problems - Big challenges faced at NASA - How AI will impact the C-suite - & more // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook ► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course // More strategic planning resources: ► Join our free community: https://strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade // Connect with us: Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact us ►https://www.smestrategy.net/contact 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. 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: https://www.smestrategy.net/strategic-planning-facilitator-consultant

Chui Chui Tan is the founder & Director at Beyō Global. Having originally studied industrial engineering, she went on to become a culturalization expert who has worked in user/customer experience (UX/CX) for over 14 years. Now, she helps companies like Spotify, Netflix, Marriott, BBC, and others with their international launches and expansions in order to maximize their global reach. On this episode of the Strategy & Leadership Podcast, Chui Chui joins us to discuss everything customer experience, including: - Why it's important for organizations to consider customer experience - How organizations can improve their international customer experience - Who is responsible for the customer experience? - An international customer experience 'aha moment' in Japan - & more // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook ► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course // More strategic planning resources: ► Join our free community: https://strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade // Connect with us: Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact us ►https://www.smestrategy.net/contact 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. 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: https://www.smestrategy.net/strategic-planning-facilitator-consultant

Dr. Gleb Tsipursky is the CEO of Disaster Avoidance Experts, a boutique consulting, coaching, and training firm that empowers leaders and organizations to avoid business disasters. Throughout his career, Dr. Tsipursky has consulted for Fortune 500 companies including Aflac, Honda, IBM, Wells Fargo, and others. He's also the author of several books - his most popular being Never Go With Your Gut: How Pioneering Leaders Make the Best Decisions and Avoid Business Disasters. On this episode of the Strategy & Leadership Podcast, Dr. Tsipursky joins us to discuss his research on remote vs. in-person work, the future of remote work, and more. Here's a breakdown of our conversation: - Looking at the numbers: Remote work vs. in-office - Balancing what you want vs. what your employees want - The psychological nature of hybrid work - & more // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook ► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course // More strategic planning resources: ► Check out our upcoming events: https://www.smestrategy.net/events ► Join our free community: https://strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade // Connect with us: Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact us ►https://www.smestrategy.net/contact 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. 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: https://www.smestrategy.net/strategic-planning-facilitator-consultant

Vivian Tan is the Vice President of Strategic Information Management & Global Relationships at Kaiser Permanente. She's been with KP for over 15 years, now working closely with the CFO, Chairman and CEO to provide strategic leadership for an enterprise data and analytics team in order to support, enable and advance KP’s strategy. She's also KP's representative at the World Economic Forum in Davos, and is in charge of KP International, where she hosts guests from around the world who want to learn more about KP and their model. On this episode of the Strategy & Leadership Podcast, Vivian joins us to discuss the most exciting part of her job, what's happening in the world of data and analytics, recommendations for leaders, Davos, and much more. Here's a breakdown of our conversation: - The most exciting & challenging part of her job - A data storing & sharing trend - Trends in the world of analytics - Recommendations for leaders new to data & analytics - How performance dashboards are shifting - The importance of Davos - & more // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook ► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course // More strategic planning resources: ► Join our free community: https://strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade // Connect with us: Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact us ►https://www.smestrategy.net/contact 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. 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: https://www.smestrategy.net/strategic-planning-facilitator-consultant

On this episode of the Strategy & Leadership Podcast, we're excited to welcome Lance Mortlock. Lance is a Senior Strategy Partner at Ernst & Young, and a Canadian Oil & Gas Industry leader. He's also a visiting professor at the University of Calgary - Haskayne School of Business, and the author of Disaster Proof: Scenario Planning for a Post Pandemic Future: https://www.amazon.ca/Disaster-Proof-Scenario-Planning-Post-Pandemic/dp/1988025613 On this episode, Lance joins us to discuss the need for scenario planning, the problems he works on for companies, how to approach uncertainty, how universities are teaching strategy, and much more. Here's a breakdown of our conversation: - The problems he solves on a daily basis - Why you should think of the future when building your strategy - The 6-step scenario planning process - How universities are teaching strategy // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook ► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course // More strategic planning resources: ► Join our free community: https://strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade // Connect with us: Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact us ►https://www.smestrategy.net/contact 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. 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: https://www.smestrategy.net/strategic-planning-facilitator-consultant

On this episode of the Strategy & Leadership Podcast, we're joined by Kelley Powell. Kelley is the CEO of the MacLaurin Group, a company that supports founders and companies as their technology operating partner. She's also the author of Courage to Lose Sight of Shore: How to Partner with Private Equity to Grow Your Business with Confidence. During our conversation, Kelley shares her experience working in private equity, the main problems she solves for people, the importance of updating your technology to align with your growth strategy, and much more. Here's a breakdown of our conversation: - The main problems she solves for people - To upgrade your technology or not? - What if your tech isn't that bad? - & more! Get Kelley's book, 'Courage to Lose Sight of Shore: How to Partner with Private Equity to Grow Your Business with Confidence': https://www.amazon.com/Courage-Lose-Sight-Shore-Confidence/dp/1544514670 // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook ► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course // More strategic planning resources: ► Join our free community: https://strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade // Connect with us: Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact us ►https://www.smestrategy.net/contact 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. 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: https://www.smestrategy.net/strategic-planning-facilitator-consultant

Heather Younger is a former attorney and the founder/CEO of Employee Fanatix, a management consulting firm that quips companies with the intelligence they need to improve the quality of work life for their employees. On this episode of the Strategy & Leadership Podcast, Heather joins us to share her experiences with big organizational change, the process for developing a change management experience, how to create the right environment for change, and more. Get Heather's new book, The Art of Caring Leadership: How Leading With Heart Uplifts Teams & Organizations: https://www.amazon.com/Art-Caring-Leadership-Leading-Organizations/dp/1523092149/ref=sr_1_2?dchild=1&keywords=The+7+Intuitive+Laws+of+Employee+Loyalty&qid=1620174255&sr=8-2 Here's a breakdown of our conversation: - Her experience with big changes like mergers, acquisitions & re-organization - How to design an experience for change management - Heather's challenge for leaders - & more! // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook ► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course // More strategic planning resources: ► Join our free community: https://strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade // Connect with us: Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact us ►https://www.smestrategy.net/contact 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. 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: https://www.smestrategy.net/strategic-planning-facilitator-consultant

Tova Sherman is the Canadian born, award-winning CEO of reachAbility, an organization that works directly with companies to build their capacity for inclusion through education, training, and consultation. She's also a TED speaker, and author of the brand new book, Win, Win, Win! The 18 Inclusion-isms You Need to Become a Disability Confident Employer. On this episode of the Strategy & Leadership Podcast, Tova joins us to discuss what people are missing about diversity & inclusion, tips to become more inclusive, the importance of values, biases in the hiring process, and much more. Here's a breakdown of our conversation: - What people are missing with diversity and inclusion - Tips for being more inclusive - Why you have to start with values - & more! // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook ► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course // More strategic planning resources: ► Join our free community: https://strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade // Connect with us: Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact us ►https://www.smestrategy.net/contact 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. 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: https://www.smestrategy.net/strategic-planning-facilitator-consultant

Lauren is the Director & Head of Commodities for the Financial Institutions Group at Chatham Financial, the largest independent financial risk management advisory and technology firm. Having worked internally at finance and audit organizations and externally as an advisor across the finance enterprise, she approaches leadership and the boardroom with a multiple-stakeholder focus. On this episode of the Strategy & Leadership Podcast, Lauren joins us to talk about returning to in-person work, what she's learned from 10 years of board experience, working with hostile board members, board bylaws, and much more. Here's a breakdown of the conversation: - Remote work & returning to in-person (from a boardroom perspective) - What she's learned from her own board experience - On hostile board members & the decision making process - Approach to managing board bylaws // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook ► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course // More strategic planning resources: ► Join our free community: https://strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade // Connect with us: Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact us ►https://www.smestrategy.net/contact 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. 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: https://www.smestrategy.net/strategic-planning-facilitator-consultant

Brett Putter is the CEO of CultureGene, a culture development platform that helps companies transition effectively to remote work. As a passionate student of culture and an expert on culture, Brett spends his days with leaders defining, embedding and managing culture. He's also the author of two books: Culture Decks Decoded, and Own Your Culture: How to Define, Embed and Manage your Company Culture. On this episode of the Strategy & Leadership Podcast, Brett joins us to discuss the impact of making wrong hires, hiring for culture fit, the purpose of culture decks, 6 ways to embed company culture, and much more. Here's a breakdown of the episode: - The cost of hiring the wrong person - Hiring for culture fit - Culture decks: What are they? - How companies are developing remote work culture - 6 ways to embed company culture - & more // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook ► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course // More strategic planning resources: ► Join our free community: https://strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade // Connect with us: Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact us ►https://www.smestrategy.net/contact 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. 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: https://www.smestrategy.net/strategic-planning-facilitator-consultant

Shane Metcalf is the co-founder & Chief Culture Officer of 15Five, a people and performance platform that empowers people to become their best selves, wherever they work. Named one of the top 100 software companies by G2Crowd, 15Five combines employee engagement, continuous performance management, and manager effectiveness software with education, services, and community for customers including Capital One, Credit Karma, Hubspot & more. On this episode of the Strategy & Leadership Podcast, Shane joins us to share his advice for leaders and discuss the power of questions, self-reflection, and much more. Here's a breakdown of our conversation: - The journey of creating 15Five - Be aware of leadership hierarchies - Questions for leaders to ask themselves - Questioning the role of the manager - His big challenge right now as a leader Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook Shane's podcast, HR Superstars: https://www.15five.com/podcast/ Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): www.smestrategy.net/strategic-plann…ng-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► www.smestrategy.net/ Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact ►www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► www.facebook.com/Smestrategy/ LinkedIn ► www.linkedin.com/company/2866558 Instagram ► www.instagram.com/anthonyctaylor/ Twitter ►twitter.com/smeinsights // 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. #PowerOfQuestions #CultureTransformation #SelfAwarenessSkills

Peter Provenzano is the President & CEO of SupplyCore, a leading supply chain integrator responsible for optimizing information, material, and financial flows for the U.S. military. Peter also founded MPOWR®, SupplyCore's social enterprise division that helps communities and businesses with strategy execution so they can come together, achieve outcomes and systems change. On this episode of the Strategy & Leadership Podcast, Peter joins us to talk about his experience growing the family business, his advice for entrepreneurs and family business owners, and what he learned about thinking strategically about the future. Here's a breakdown of the episode: - On growing the family business - Advice for younger entrepreneurs & older business owners Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): www.smestrategy.net/strategic-plann…ng-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► www.smestrategy.net/ Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact ►www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► www.facebook.com/Smestrategy/ LinkedIn ► www.linkedin.com/company/2866558 Instagram ► www.instagram.com/anthonyctaylor/ Twitter ►twitter.com/smeinsights // 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.

Stephen King is the President & CEO of GrowthForce, a company that specializes in outsourced bookkeeping, accounting and controller services for companies that want to run better, grow faster and make more money. Stephen spent much of his career at Ernst & Young and Amnesty International US, and has started a couple of his own companies. On this episode of the Strategy & Leadership Podcast, Stephen joins us to discuss how leaders can improve their decision making, his experience with peer groups, his 5-step process for profitability, how culture drives growth, and more. Here's a breakdown of our conversation: - Advice for leaders trying to improve their financial decision making - His experience with peer groups & mentorship - His 5 Steps to Profitability Model - How your culture will help you grow or sink - How to foster a culture of tracking & the desire to follow data Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): www.smestrategy.net/strategic-plann…ng-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► www.smestrategy.net/ Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact ►www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► www.facebook.com/Smestrategy/ LinkedIn ► www.linkedin.com/company/2866558 Instagram ► www.instagram.com/anthonyctaylor/ Twitter ►twitter.com/smeinsights // 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.

Kristin Harper is the CEO of Driven to Succeed, a leadership development firm focused on brand innovation and reinvention for businesses and high achieving individuals around the world. She's also the author of Heart of a Leader: 52 Emotional Intelligence Insights to Advance Your Career. Kristin started working in Brand Management at Proctor & Gamble before being recruited by The Hershey Company. Finally, she became a Global Vice President at Cardinal Health (a Fortune 20 company) while still in her thirties, before starting her own company. Here's a breakdown of our conversation: - Lessons learned growing in a corporate setting - Her experience trying to implement strategic initiatives - What employers are doing to support their people (virtually) - How important is the perspective of the customer? - How to live diversity & inclusion Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): www.smestrategy.net/strategic-plann…ng-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► www.smestrategy.net/ Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact ►www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► www.facebook.com/Smestrategy/ LinkedIn ► www.linkedin.com/company/2866558 Instagram ► www.instagram.com/anthonyctaylor/ Twitter ►twitter.com/smeinsights // 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. #StrategicPlanningProcess #StrategyDevelopment

Tara Rethore is the CEO of Strategy for Real, and a strategic advisor who works with CEOs, executives, and nonprofits to help them take their strategy off the page and put it into action. Previously, Tara came up in the corporate world, gaining experience from all over the world in the natural gas sector. On this episode of the Strategy & Leadership Podcast, Tara joins us to discuss making strategy real and actionable, how to create change in an organization, where strategy goes wrong, and much more. Here's a breakdown of our conversation: - What she's seeing in the strategy execution ecosystem - Making strategy real and actionable - How to create change within an organization - Where she's seen strategy go really poorly Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): www.smestrategy.net/strategic-plann…ng-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► www.smestrategy.net/ Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact ►www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► www.facebook.com/Smestrategy/ LinkedIn ► www.linkedin.com/company/2866558 Instagram ► www.instagram.com/anthonyctaylor/ Twitter ►twitter.com/smeinsights // 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. #StrategicPlanningProcess #StrategyDevelopment

Paul Katzoff is the CEO of WhiteCanyon Software, the premier provider of data erasure software for SSD, Hard Drive, & Mobile Device platforms to global organizations of all sizes. Paul originally started at the company in a Tech Support role, before coming the Manager of Tech Support and eventually switching to Sales. After a two-year hiatus from the company, Paul rejoined as the CEO. On this episode of the Strategy & Leadership Podcast, Paul joins us to discuss how his perspective changed at different levels of the company, his process for sharing expertise and personal development, and much more. Here's a breakdown of our conversation: - How his perspective changed from the bottom, to the top, & in-between - How his changing roles & relationships with customers impacted the strategy - His process for sharing expertise with the team - How he continues to develop his own capabilities as CEO Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): www.smestrategy.net/strategic-plann…ng-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► www.smestrategy.net/ Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact ►www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► www.facebook.com/Smestrategy/ LinkedIn ► www.linkedin.com/company/2866558 Instagram ► www.instagram.com/anthonyctaylor/ Twitter ►twitter.com/smeinsights // 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. #StrategicPlanningProcess #StrategyDevelopment

Jeff Kavanaugh is the global head of the Infosys Knowledge Institute, the research and thought leadership arm of Infosys, one of the world’s leading consulting and technology services firms. Jeff also serves on several boards, and is an Adjunct Professor at the University of Texas at Dallas. On this episode of the Strategy & Leadership Podcast, Jeff joins us to discuss the importance of critical thinking, becoming a lifelong learner, best practices for communicating information, and how to create an organization that is continuously learning and evolving. Here's a breakdown of our conversation: - Importance of critical thinking - Best practices for leaders trying to communicate information - On becoming a life long learner - A successful case study - Infosys - Tracking, documentation & automation Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): www.smestrategy.net/strategic-plann…ng-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► www.smestrategy.net/ Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact ►www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► www.facebook.com/Smestrategy/ LinkedIn ► www.linkedin.com/company/2866558 Instagram ► www.instagram.com/anthonyctaylor/ Twitter ►twitter.com/smeinsights // 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. #StrategicPlanningProcess #StrategyDevelopment

On this episode of the Strategy & Leadership Podcast, we were live with Robin Hills from the United Kingdom. Robin is the Director of Ei4Change, a company that delivers educational training based on emotional intelligence. Today, Robin has taught emotional intelligence skills to over 100,000 people from 175+ countries via online training. We're super excited to have Robin on the show to discuss the importance of emotional intelligence and how we use it in everyday life, how to empathize, how to harness the power or emotional intelligence as a leader, and more. Here's a break down of our conversation: - Using emotional intelligence in everyday life - How to empathize - How leaders can use emotional intelligence to persuade - Trends in the workplace - & more Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): www.smestrategy.net/strategic-plann…ng-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► www.smestrategy.net/ Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact ►www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► www.facebook.com/Smestrategy/ LinkedIn ► www.linkedin.com/company/2866558 Instagram ► www.instagram.com/anthonyctaylor/ Twitter ►twitter.com/smeinsights // 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. #StrategicPlanningProcess #StrategyDevelopment

David Yetman is an award-winning business development specialist who works directly with organizations to help them grow and become resilient. David has his own consultancy called Yetman Consulting where he helps businesses create resilience and margin to ensure they're thriving in the long term. He is also studying business resilience at Harvard University. On this episode of the Strategy & Leadership Podcast, David joins us to discuss how to make yourself and your business more resilient moving forward, what he sees many businesses struggling with, how to fix your business model, and much more. Is your non-profit organization in need of a facilitated strategic planning session, but lacking the resources to pay the full industry price for these services? As part of our corporate giving back program for 2021, we're offering our full strategic planning services to 5 nonprofits at a heavily subsidized rate. Apply here: https://www.smestrategy.net/discounted-nonprofit-strategic-planning-facilitation Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): www.smestrategy.net/strategic-plann…ng-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► www.smestrategy.net/ Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact ►www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► www.facebook.com/Smestrategy/ LinkedIn ► www.linkedin.com/company/2866558 Instagram ► www.instagram.com/anthonyctaylor/ Twitter ►twitter.com/smeinsights // 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. #StrategicPlanningProcess #StrategyDevelopment

Binna Kim is the Co-founder & President at Vested, a NYC-based communications agency that leads campaigns for companies at the intersection of finance, technology & innovation. With a background in marketing and communications for financial services, Binna and her co-founder set out to start Vested about 5 years ago. They wanted to lead something of their own that they were truly proud of, all while setting a good example as female entrepreneurs in the FinTech space, which hasn't always been known for diversity and inclusion. Here's a breakdown of the episode: - What happening right now in the world of FinTech - Struggles of being a female entrepreneur - One big challenge for Fintech companies - What she's learned as a founder Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): www.smestrategy.net/strategic-plann…ng-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► www.smestrategy.net/ Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact ►www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► www.facebook.com/Smestrategy/ LinkedIn ► www.linkedin.com/company/2866558 Instagram ► www.instagram.com/anthonyctaylor/ Twitter ►twitter.com/smeinsights // 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. #StrategicPlanningProcess #StrategyDevelopment

Terry is an expert in board governance, policy governance, and nonprofit and association board training. With over 20 years of experience in the world of board governance, Terry is the go-to guy for board of director development in Western Canada. #BoardGovernance During our LIVE conversation from December 10th, Terry and I discussed: - The role & responsibilities of the Board of Directors - Best practices for common governance issues - How to go about creating long term change in 2021 - & much more! Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): www.smestrategy.net/strategic-plann…ng-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► www.smestrategy.net/ Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact ►www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► www.facebook.com/Smestrategy/ LinkedIn ► www.linkedin.com/company/2866558 Instagram ► www.instagram.com/anthonyctaylor/ Twitter ►twitter.com/smeinsights // 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. #StrategicPlanningProcess #StrategyDevelopment

Chris Ronzio is the founder and CEO of Trainual, an onboarding, training and knowledge management platform for small and growing businesses. His company replaces the traditional training manual, and gives companies the ability to tell their story and share their policies, history, culture, and vision. Chris has also founded several other businesses, and currently sits on the board of Design Pickle. On this episode of the Strategy & Leadership Podcast, Chris joins us to discuss the benefits of documentation, having a culture of openness, how he uses repeatability to support his people, and more. Here's a breakdown of the episode: - The benefit of having your company well documented - His 'ah hah' moments as a leader - How he uses repeatability to support his people - A culture of openness Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): www.smestrategy.net/strategic-plann…ng-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► www.smestrategy.net/ Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact ►www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► www.facebook.com/Smestrategy/ LinkedIn ► www.linkedin.com/company/2866558 Instagram ► www.instagram.com/anthonyctaylor/ Twitter ►twitter.com/smeinsights // 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. #StrategicPlanningProcess #StrategyDevelopment

Alison Van Rooy is a Senior Advisor to the President of Strategic Planning & Institutional Initiatives at Vancouver Island University (VIU), as well as a long-time policy planner for the Government of Canada. After working with the government for several years, she learned the strategic planning process is quite similar with other public sector institutions, so she decided to help Vancouver Island University with their brand new plan. On this episode of the Strategy & Leadership Podcast, Alison joins us to discuss the creation of VIU's strategic plan, how the strategic planning process is different during a pandemic, as well as how to make it enjoyable. Here's a breakdown of the episode: - What she's learned about strategic planning - Her strategic planning approach at VIU - How VIU did external stakeholder engagement - How VIU will role out and execute their strategic plan Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): www.smestrategy.net/strategic-plann…ng-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► www.smestrategy.net/ Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact ►www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► www.facebook.com/Smestrategy/ LinkedIn ► www.linkedin.com/company/2866558 Instagram ► www.instagram.com/anthonyctaylor/ Twitter ►twitter.com/smeinsights // 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. #StrategicPlanningProcess #StrategyDevelopment

Sarah Olivieri is a nonprofit expert and author, having held several positions as Executive Director, Program Manager and Board member for various nonprofit organizations. She's also had success in the for-profit world, having started her own marketing agency. Sarah created PivotGround in 2014 to teach other nonprofits how to run their businesses better. She created a framework that helps nonprofits become more organized, build effective teams, and make a bigger impact. We're excited to have Sarah join us on this episode of the Strategy & Leadership Podcast to talk fundraising, advice for Executive Directors, and much more. Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): www.smestrategy.net/strategic-plann…ng-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► www.smestrategy.net/ Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact ►www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► www.facebook.com/Smestrategy/ LinkedIn ► www.linkedin.com/company/2866558 Instagram ► www.instagram.com/anthonyctaylor/ Twitter ►twitter.com/smeinsights // 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. #StrategicPlanningProcess #StrategyDevelopment

Greg Edwards is the CEO of CryptoStopper, a global cybersecurity firm dedicated to protecting businesses from harmful ransomware attacks. Greg started as an entrepreneur in 1998 at the age of 24, creating a networking consulting business that he still owns to this today. He then went on to start two other companies, one of which was sold to a publicly traded firm. On this episode of the Strategy & Leadership Podcast, Greg joins us to share his deep background in technology, his learning experiences from being a CEO and President, and more. Here's a full breakdown of the episode: - Key learnings from being a CEO & President - How his team remains collaborative while working remote - His approach to hiring & vacation time - Learning from mistakes - About Cryptostopper Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): www.smestrategy.net/strategic-plann…ng-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► www.smestrategy.net/ Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact ►www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► www.facebook.com/Smestrategy/ LinkedIn ► www.linkedin.com/company/2866558 Instagram ► www.instagram.com/anthonyctaylor/ Twitter ►twitter.com/smeinsights // 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. #StrategicPlanningProcess #StrategyDevelopment

Jason Richmond is the founder of Ideal Outcomes and the author of Culture Spark: 5 Steps to Ignite and Sustain Organizational Growth. He's dedicated the last 20+ years to helping organizations of all sizes with developing both individual skills and culture, earning himself a membership with the Forbes Business Council. His book, Culture Spark, emerged from his years of experience plus his love for travel and experiencing different cultures firsthand. After interviewing executives and leaders from different industries around the world, the book is full of resources to help solve any business problem with a culture flare. On this episode, Jason joins the podcast to discuss: - The beginning of his process vs. the end - The defining moment of his professional career - Supporting individual performance management - What he sees for the future - His advice for young leaders Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): www.smestrategy.net/strategic-plann…ng-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► www.smestrategy.net/ Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact ►www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► www.facebook.com/Smestrategy/ LinkedIn ► www.linkedin.com/company/2866558 Instagram ► www.instagram.com/anthonyctaylor/ Twitter ►twitter.com/smeinsights // 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. #StrategicPlanningProcess #StrategyDevelopment

Dr. Joe Sallustio is the Executive Vice President & Chief Operating Officer of Claremont Lincoln University, a school offering socially conscious graduate degrees. With almost 20 years in education and being named as part of the Higher Education Team of the Year in 2019, Joe brings relevant experience from an industry undergoing major change to the show. On this episode, Joe joins us to discuss: - The strategy that helped him grow from 10 to 300 students - Higher education as a business - Getting buy-in and alignment from teachers & administrators - Looking forward to the future of education - The impact of online badges and certifications Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): www.smestrategy.net/strategic-plann…ng-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► www.smestrategy.net/ Blog ► www.smestrategy.net/blog Strategy & Leadership Podcast ►www.smestrategy.net/podcast Alignment Book ► www.smestrategy.net/alignment-book Contact ►www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► www.facebook.com/Smestrategy/ LinkedIn ► www.linkedin.com/company/2866558 Instagram ► www.instagram.com/anthonyctaylor/ Twitter ►twitter.com/smeinsights // 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. #StrategicPlanningProcess #StrategyDevelopment

JP Clement is the CEO of boomtime, a word of mouth marketing agency that believes great marketing is all about data. JP was born in France and went to grad school on the American east coast before starting his journey in marketing. Along the way, he's gained experience in every area of marketing, having started in packed goods before moving to direct marketing, and eventually digital, where he's stayed ever since. On this episode of the Strategy & Leadership Podcast, JP brings his vast range of marketing experience with him to discuss the importance of integration, the consequences of silos, advice for marketers trying to elevate their game, and what he's excited about in the marketing world. Here's a break down of the episode: - On integrating marketing into every function of your business - The consequences of siloed business functions - Importance of the vision & mission - What he's looking forward to - Advice for marketers trying to elevate their game - & more Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: https://www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► https://www.smestrategy.net/ Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact ►https://www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► https://www.facebook.com/Smestrategy/ LinkedIn ► https://www.linkedin.com/company/2866558 Instagram ► https://www.instagram.com/anthonyctaylor/ Twitter ►https://twitter.com/smeinsights // 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. #StrategicPlanningProcess #StrategyDevelopment

David White Jr. has his PhD in cognitive anthropology and is the author of Disrupting Corporate Culture: How Cognitive Science Alters Accepted Beliefs About Culture and Culture Change and its Impact on Leaders and Change Agents. Having spent much of his career as Microsoft's Director of People & Organizational Capacity, where he was the co-founder and architect of their integrated talent management and career development system, he's now Partner and co-founder of Ontos Global. In his work, David specializes in planning and implementing large scale organizational transformations, as well as developing adaptive leaders to do the same. Here's a breakdown of our conversation: - The experience of being dropped into something new - His approach to transformation - Misconceptions about culture - Advice for leaders trying to transform an organization - What stops transformation in its tracks - About his book, Disrupting Corporate Culture Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: https://www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► https://www.smestrategy.net/ Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact ►https://www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► https://www.facebook.com/Smestrategy/ LinkedIn ► https://www.linkedin.com/company/2866558 Instagram ► https://www.instagram.com/anthonyctaylor/ Twitter ►https://twitter.com/smeinsights // 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. To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

Victoria Pelletier is a VP and Senior Partner of North American Talent and Transformation at IBM. Having started her journey very young as a 24-year old executive, she's spent her entire career working in business-to-business services at various consulting and technology companies. Along the way, she's built, bought, and invested in companies, became a published author, and started a speaking career. On this episode of the Strategy & Leadership Podcast, we're excited to have Victoria join us to discuss her Talent and Transformation role at IBM, how to create change and urgency, how to develop a diversity and inclusion strategy, and the future of HR. Here's a breakdown of the episode: - Her role at IBM - Rapid change happening right now - How to create real change - Developing a diversity & inclusion strategy - The future of HR Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: https://www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► https://www.smestrategy.net/ Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact ►https://www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► https://www.facebook.com/Smestrategy/ LinkedIn ► https://www.linkedin.com/company/2866558 Instagram ► https://www.instagram.com/anthonyctaylor/ Twitter ►https://twitter.com/smeinsights // 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. To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

Andy Goldstrom is a business strategist, growth expert, and two-time Inc. 500 business owner. Andy started his real estate company in the early 90's, where he won the business of Delta, Boeing and others while competing against larger, more experienced firms. After being bought by Johnson Controls in 2005, Andy moved on to become President of a national recycling company, where it would take him only two years to become another Inc. 500 company. Finally, Andy joined Deutsche Bank as a Global Director before starting his own firm, Midcourse Advisors, which helps organizations identify and execute on opportunities for growth. Andy joins us on this episode of the Strategy & Leadership Podcast to discuss: - Advice for leaders trying to adapt - Why it's easier to start a business now - Biases that arise during uncertainty - On becoming 'exit ready' Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: https://www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► https://www.smestrategy.net/ Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact ►https://www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► https://www.facebook.com/Smestrategy/ LinkedIn ► https://www.linkedin.com/company/2866558 Instagram ► https://www.instagram.com/anthonyctaylor/ Twitter ►https://twitter.com/smeinsights // 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. To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

John Rossman is the former Amazon Director of Enterprise Services who launched the Amazon Marketplace, the author of Think Like Amazon, an advisor to multiple companies including T-Mobile, and a member of various Boards of Advisors. With an impressive background of launching and scaling the Amazon Marketplace business and running the Enterprise Services business for Amazon, we're quite excited to welcome John as our very first live podcast guest. In our conversation, John will share some of his most important lessons and learnings from his time as an Amazon Executive, as well as his book, Think Like Amazon. Here are somethings to look forward to in our conversation next week: - How to strategize like Jeff Bezos - How to make better and faster decisions - How to create a culture of innovation & accountability - & much more! Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: https://www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► https://www.smestrategy.net/ Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact ►https://www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► https://www.facebook.com/Smestrategy/ LinkedIn ► https://www.linkedin.com/company/2866558 Instagram ► https://www.instagram.com/anthonyctaylor/ Twitter ►https://twitter.com/smeinsights // 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. To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

For this very special 75th episode on the Strategy & Leadership Podcast, we have no guests. Instead, our Managing Partner and lead facilitator Anthony Taylor will share some of his most important lessons from his past ten years of experience, as well as a glimpse into the future for both himself and SME Strategy. Anthony has been facilitating strategic planning sessions and helping organizations of different sizes from various industries and countries reach their One Destination for just about 10 years now. He's seen just about every problem and challenge that leadership teams experience, and he's ready to share that with you. Here's a breakdown of the episode: - Anthony's background - The plan is only a small part - On actually executing your strategy - Getting people where they want to go - The future of SME Strategy Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: https://www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► https://www.smestrategy.net/ Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact ►https://www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► https://www.facebook.com/Smestrategy/ LinkedIn ► https://www.linkedin.com/company/2866558 Instagram ► https://www.instagram.com/anthonyctaylor/ Twitter ►https://twitter.com/smeinsights // 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. To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

"Most mediocre insight you see in business comes not from bad researchers or faulty techniques.. the question itself was destined to lead to mediocrity". Gunny Scarfo is the co-founder of Nonfiction Research, a market research firm that is dedicated to uncovering and understanding the uncensored lives of customers, and the information they wouldn't even mention to their friends. Gunny has also held multiple Head of Strategy positions, including one at Carrot Creative, a social media agency acquired by Vice Media in 2014. On this episode of the Strategy & Leadership Podcast, Gunny hones in on how to truly understand the hidden desires our customers hold, as well as the symbolic relationships they have with our products and services. Here are the topic covered in the episode: - Why you need to have a 'burning question' - An underused tactic to learn about your customers - A skill that's necessary to understand your customers - What you know about your customers is probably wrong Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: https://www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► https://www.smestrategy.net/ Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact ►https://www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► https://www.facebook.com/Smestrategy/ LinkedIn ► https://www.linkedin.com/company/2866558 Instagram ► https://www.instagram.com/anthonyctaylor/ Twitter ►https://twitter.com/smeinsights // 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. To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

Keith Kitani is a two-time entrepreneur who built and sold his first business to Adobe. Now, he's the founder and CEO of GuideSpark, a leader in change communication that drives change and results by re-focusing the hearts of minds of employees. Most business leaders are comfortable creating strategies, along with programs to carry out those strategies. However, it is the employees of an organization that make those strategies happen. Keith believes that communication is the way to drive change, bridge that last mile, and see your strategy implemented. On this episode of the Strategy & Leadership Podcast, Keith shares his take on driving change by taking a marketing approach to internal communication, how to track the effectiveness of communication, his biggest challenge as a leader and more. Here's what we talked about: - Using a marketing approach to internal communication - How to track effective communication (and how not to) - On fighting for attention - His biggest challenge right now as a leader - About his company, GuideSpark Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: https://www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► https://www.smestrategy.net/ Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact ►https://www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► https://www.facebook.com/Smestrategy/ LinkedIn ► https://www.linkedin.com/company/2866558 Instagram ► https://www.instagram.com/anthonyctaylor/ Twitter ►https://twitter.com/smeinsights // 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. To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

"The worst thing to do is to go dark" Bill Bice is the Executive Chairman of Boomtime Word of Mouth Marketing and the Co-CEO of nQ Zebraworks. Having started or invested in over 25 different businesses over the course of his career, Bill brings some valuable marketing and business-building experience to the Strategy & Leadership Podcast. On this episode, Bill breaks down his approach to building businesses, understanding & re-connecting with customers, the impact of marketing and much more. Here's what to look for in this episode: - Bill's niche approach to building businesses and marketing - Focusing on your team vs. customers - His secret to success - Advice for responding to a crisis - Two marketing mistakes most companies make Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: https://www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► https://www.smestrategy.net/ Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact ►https://www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► https://www.facebook.com/Smestrategy/ LinkedIn ► https://www.linkedin.com/company/2866558 Instagram ► https://www.instagram.com/anthonyctaylor/ Twitter ►https://twitter.com/smeinsights // 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. To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

Matt Sweetwood is a lifetime CEO with over 30 years of experience, and is currently the CEO of LUXnow and author of Leader of the Pack. Having spent the majority of his career in the electronics distribution and retail superstore space, Matt had to re-invent his business multiple times to keep up with digital transformation, which ultimately led to a successful exit for him. On this episode of the Strategy and Leadership Podcast, Matt joins us to share his experiences as a CEO, some helpful leadership tips for young leaders and those trying to survive a crisis, as well as the story of his very challenging past, which ultimately led to the writing of his book, Leader of the Pack. Here's a breakdown of the topics we discussed: -His background, career and new company -3 most impactful lessons on leadership -Leading during a crisis -About his #1 best seller, Leader of the Pack Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: https://www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► https://www.smestrategy.net/ Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact ►https://www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► https://www.facebook.com/Smestrategy/ LinkedIn ► https://www.linkedin.com/company/2866558 Instagram ► https://www.instagram.com/anthonyctaylor/ Twitter ►https://twitter.com/smeinsights // 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. To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

Nick Davis is the Managing Partner of Reaching the Future Faster, the author of Future Ready, and the Faculty Chair of Innovation at Singularity University. Although Nick wears an impressive amount of hats, there are a couple common themes in his work, which involve using advanced technology and strategy to navigate uncertainty, determine the future of work, and solve the double-pronged problem of food waste and food shortage. Nick acknowledges the extreme unpredictability of the world we live in, yet believes it's within our power to build the future we want using a common vision of the future, advanced technology, and a proactive mindset. Some of the topics of our discussion include: - Having an aligned vision of the future - Balancing strategic thinking with action planning - Being innovative and proactive - Managing disruption Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: https://www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► https://www.smestrategy.net/ Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact ►https://www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► https://www.facebook.com/Smestrategy/ LinkedIn ► https://www.linkedin.com/company/2866558 Instagram ► https://www.instagram.com/anthonyctaylor/ Twitter ►https://twitter.com/smeinsights // 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. To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

Brad Chase spent over 14 years as an executive at Microsoft, finishing as a Senior Vice President leading a team of over 4,000. Brad was a part of several major project at Microsoft, including the complete turnaround of MSN.com, leading the marketing effort for Windows 2000, Windows 98 and Internet Explorer, as well as developing and executing the award winning marketing strategy for Windows 95. Brad is now a speaker, marketing and leadership advisor, and the author of Strategy First. On today's episode of the Strategy & Leadership Podcast, we're super excited to have Brad join us to discuss Microsoft's strategy that led to success, his Strategy First Model, how he turned around MSN.com, and some common roadblocks strategy leaders should watch out for. Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: https://www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► https://www.smestrategy.net/ Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact ►https://www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► https://www.facebook.com/Smestrategy/ LinkedIn ► https://www.linkedin.com/company/2866558 Instagram ► https://www.instagram.com/anthonyctaylor/ Twitter ►https://twitter.com/smeinsights // 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. To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

Ryan Berman an author and the founder of Courageous, a consultancy that uses a 'special forces' approach to problem solving, storytelling and leadership. Today, Courageous works with well known brands like the National Football League, Caesars Entertainment and Johnson & Johnson. Ryan joins us to share his experiences writing the book, working in the agency world, and starting his own successful consultancy. Some of the topics covered include: The Courageous approach to solving business problems Ryan focuses on three aspects: process, point of view and openness, when talking about Courageous and how they've been able to solve problems for some of the most well-known brands. After starting an agency with zero clients and building it up over a decade, Ryan has learned to trust the process. By telling it like it is and providing a real point of view, he's been able to earn trust and build his business into what it is today. The 'epidemic of clarity' Ryan discusses the 'epidemic of clarity' we're living in now, with so many different points of information, so much data, so many key stakeholders to listen to. Ultimately, it is slowing us down. He says many brands are confronted with ten different doors to walk through, and while trying to decide which would be best, their competitors are experimenting, learning and pivoting. The 'special forces' strategy Ryan has used Ryan breaks down what it means to use a 'special forces' approach to solving business problems. It starts at the end by having a mission based approach. By clearly identifying the problem at the beginning, it will be easier to pinpoint the mission before embarking on a project. Another aspect of the 'special forces' strategy that Ryan has used is using custom-built teams, specifically people from big companies that bring experience and shared values. How to build trust The question Ryan asks when beginning a new relationship with a brand is "Are you a coward brand or a courage brand?" He believes that starting with the hard questions and showing people you're willing to go there is the best way to build trust from the beginning. He also delves into the lengthy and definite impact of not having trust. Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: https://www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► https://www.smestrategy.net/ Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact ►https://www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► https://www.facebook.com/Smestrategy/ LinkedIn ► https://www.linkedin.com/company/2866558 Instagram ► https://www.instagram.com/anthonyctaylor/ Twitter ►https://twitter.com/smeinsights // 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. To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

Melissa Dreuth is the SVP of People and Culture at Planful, a leading financial planning and analysis cloud platform. Customers like Bose, the Boston Red Sox, and Del Monte rely on Planful for budgeting, reporting and visual analytics. Having spent time in similar roles at other companies in Australia and the Bay Area, she's nearly one year into her role at Planful, where she's responsible for the entire employee lifecycle including learning & development, HR, recruiting and people & culture. During our conversation, Melissa discusses her experience at Planful, HR evolution, how they've been able to adapt to changes like COVID-19, and some of the underlying themes for successfully guiding people and culture. Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: https://www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► https://www.smestrategy.net/ Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact ►https://www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► https://www.facebook.com/Smestrategy/ LinkedIn ► https://www.linkedin.com/company/2866558 Instagram ► https://www.instagram.com/anthonyctaylor/ Twitter ►https://twitter.com/smeinsights // 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. To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

Dr. Tracey Jones is the President of Tremendous Leadership, as well as an author and leadership expert. Before taking the reins of Tremendous Leadership, she build an impressive leadership resume for herself in various organizations including the National Security Agency, all after spending 12 years as a maintenance officer in the Air Force. With an MBA and a PhD, Tracey brings her extensive experience leading people to the Strategy & Leadership Podcast. Whether it be deployed overseas or in a corporate boardroom, Tracey has demonstrated she is a true leadership professional. Some of the topics discussed include: Leaders and followers Tracey talks about the relationship between leaders and followers, and places an equal emphasis on good follower-ship when many tend to focus just on the leader. She believes that no matter how good of a leader a person may be, they need to be surrounded by followers that are willing to co-lead, demonstrate certain behaviours and adapt. 3 roles leaders need to be able to fill Tracey shares her experience and insights on the different roles leaders need to be able to play on any given day, especially when working trying to manage a crisis. These roles include the 'savior', someone followers can look up to, the 'sense maker', someone who will remain calm and think critically, and the 'ethicist', someone who find away to do good for the most amount of people. Studying leaders who can manage a crisis Tracey presents some of her key findings from her PhD research on leaders and how they manage a crisis. When it comes to navigating a crisis, it's not the high-end personality type leaders, but the ones that can build a robust team of followers that are able to work through the crisis and succeed. 3 things needed to build culture Lastly, Tracey highlights the three things she believes are necessary to build culture within an organization. Personality is one - particularly people who are low in neuroticism and high in extroversion. She also looks for people who have both experienced some type of hardship, and who display a big picture perspective on life. If you are interested in using a facilitator for your next planning session, learn more here: www.smestrategy.net/strategic-plann…tation-services If you want to learn how to lead the strategic planning process yourself, take our self guided course at: www.smestrategy.net/course

Geoffrey Cain is a business advisor, consultant, and author of Samsung Rising. With experience as an Economist correspondent and contributor to both the Wall Street Journal & Time, Geoffrey brings some exciting overseas expertise in geopolitics and media. On this episode of the Strategy & Leadership Podcast, Geoffrey joins us to talk about some of the things he's seen as an international correspondent and writer, the impending impact of artificial intelligence, and his book about the South Korean giant, Samsung Rising. Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: https://www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► https://www.smestrategy.net/ Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact ►https://www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► https://www.facebook.com/Smestrategy/ LinkedIn ► https://www.linkedin.com/company/2866558 Instagram ► https://www.instagram.com/anthonyctaylor/ Twitter ►https://twitter.com/smeinsights // 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. To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

Craig Lemasters is the CEO of management consulting firm GXG, speaker, and a former Fortune 500 subsidiary CEO. Working 27 years, 11 of which as the CEO leading global expansion projects for Assurant Solutions, Craig brings extensive corporate experience to the podcast. After spending a long time growing a large company, Craig decided to take some time to focus on his other passions, eventually leading GXG in Atlanta. Craig now dedicates himself to sharing what he's learned with other leaders, and we're super excited to share about his experiences on the podcast. Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: https://www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► https://www.smestrategy.net/ Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact ►https://www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► https://www.facebook.com/Smestrategy/ LinkedIn ► https://www.linkedin.com/company/2866558 Instagram ► https://www.instagram.com/anthonyctaylor/ Twitter ►https://twitter.com/smeinsights // 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. To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

On this episode of the Strategy & Leadership Podcast, Matt Barnett from Bonjoro joins us to discuss growing a remote team, communication challenges and how personalized video communication can improve both company culture and client relationships. Matt's company, Bonjoro, uses personalized video to help organizations develop better relationships with their customers and leads, as well as within their own teams internally. Originally from Australia, Bonjoro has grown to a second office in the UK along with a remote team spanning 5 continents. During our conversation, Matt was able to share some important insights from his experience growing a remote team using the power of communication, including: -Modern communication challenges at work -Growing and thriving as a remote team -How communication tools can build relationships -The future of B2B relationships Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: https://www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► https://www.smestrategy.net/ Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact ►https://www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► https://www.facebook.com/Smestrategy/ LinkedIn ► https://www.linkedin.com/company/2866558 Instagram ► https://www.instagram.com/anthonyctaylor/ Twitter ►https://twitter.com/smeinsights // 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. To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

Keith Ferrazzi joins the Strategy and Leadership podcast to share the power of co-creation: How to be able to create an aligned vision with anyone. He also shares his principles for coaching, leadership and communicating to create transformative change. He also shares his perspectives on how organizations can adapt and thrive in this new economy. Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach: https://www.smestrategy.net/contact Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy // WEBSITE & RESOURCES: Website ► https://www.smestrategy.net/ Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact ►https://www.smestrategy.net/contact // FOLLOW US ON SOCIAL MEDIA: Facebook ► https://www.facebook.com/Smestrategy/ LinkedIn ► https://www.linkedin.com/company/2866558 Instagram ► https://www.instagram.com/anthonyctaylor/ Twitter ►https://twitter.com/smeinsights // 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. To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation