Strategy and Leadership podcast

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