Featured Resources:
Battle Planning your Defining Objectives (3-mins)
When see clients struggling to make progress on their Thematic Goal we see that they didn’t get clear and specific enough in their “Battle Plans” for their Defining Objectives. Battle Planning is one way to answer Critical Question 6 – Who Must Do What? It should also clarify what “Green” means. Keep it simple. 1 page or 1 slide; bullet points, etc.
Resources & Articles
Past Articles
Spread True Rumors
This month’s article is from Glenn Lyday, my colleague in San Francisco. Glenn explores one of the simplest, and often overlooked, tools to help create a healthy and aligned organization: cascading communications. He has a handful of recommendations to...
Building Your Protection Team
In this “Thoughts from the Field” (Feb 2022) my colleague Bob Bernatz (Newport CA) highlights a critical mindset every leader must adopt – I need others to protect me. It’s a bold bit of humility! CEOs become CEOs typically because of some mix of hard work,...
Artificial Harmony
“Minnesota Nice” is a real thing… I was born in St. Paul. I know. It’s impossible for a Minnesotan to take the last potato out of the serving bowl no matter how hungry he is. There is only one answer to the question, “How do you like this outfit?" As a kid, my...
Faster, Better Decisions
In our work, we find there are two qualities that set great teams apart: their ability to make great decisions and their ability to carry them out. Or more nuanced, great teams make faster, better decisions than their peers and can execute those decisions...
Simple Ideas: Time to Learn
June 2020 | In the Context of a Nationwide Focus on Racial Inequality When is the last time you invested time to learn… to honestly seek new information about a topic or an issue - enough so that it changed your context and moved you along a continuum of...
How to Maximize Agility By Cascading Expectations
All organizations are having their agility put to the test. Let’s agree that Agility is measured by the time it takes to pivot – to absorb new information, decide, and see the impact on the front lines with employees and customers. The key to...
Podcast Appearances
Podcast Guest: Three year Vision
I enjoyed joining James Felton on the Leadership Forum once again to discuss the importance of developing a three year vision with your team. Take a listen! Listen Now: The Leadership Forum Podcast - Three Year Vision
Podcast Guest: Faster, Better Decisions
I enjoyed joining James Felton on the Leadership Forum once again for a deep dive into how the best teams make Faster, Better Decisions. Enjoy! Listen Now: The Leadership Forum Podcast - Faster, Better Decisions
Podcast Guest: Leading Through Crisis
I was honored to be interviewed by James Felton on The Leadership Forum podcast on April 23, 2020. In this interview James and I discuss the necessary qualities and behaviors of leaders during difficult circumstances. This pulls on some big ideas explored more fully...
Podcast Guest: Building Effective Teams and Healthy Organizations
What a thrill to be interviewed on ParkerGale's amazing Private Equity Funcast. I was interviewed fellow organizational health nerd, Paul Stancik. What I appreciate about Paul is his intellect, often displayed in unique turns of phrase ('Paulisms'), and his open-mind....
Tools & Videos
Battle Planning your Defining Objectives (3-mins)
https://www.loom.com/share/ae76157078864139a6ad594d9cceb28d When see clients struggling to make progress on their Thematic Goal we see that they didn't get clear and specific enough in their "Battle Plans" for their Defining Objectives. Battle Planning is one way to...
The Scorecard Review – Context and Focus (4-mins)
The Lightning Round vs. Daily Huddle (3-mins)
https://www.loom.com/share/2057abf7e6514daebdbce2ef7833f901 In discussion of meeting effectiveness often we hear questions about the difference between the Daily Huddle and the Lightning Round to set the context of a Weekly Tactical meeting.
Four Meeting Model + Overview of Weekly Tactical (4-mins)
https://www.loom.com/share/e830ccedfa9945d9a4c5172092fc2c9a Provides the context of the Four Meeting Model -- Daily Huddle + Weekly Tactical + Strategic or Topical + Quarterly Offsite.
Past Podcast APpearances
Podcast Guest: Three year Vision
I enjoyed joining James Felton on the Leadership Forum once again to discuss the importance of developing a three year vision with your team. Take a listen! Listen Now: The Leadership Forum Podcast - Three Year Vision
Podcast Guest: Faster, Better Decisions
I enjoyed joining James Felton on the Leadership Forum once again for a deep dive into how the best teams make Faster, Better Decisions. Enjoy! Listen Now: The Leadership Forum Podcast - Faster, Better Decisions
Podcast Guest: Leading Through Crisis
I was honored to be interviewed by James Felton on The Leadership Forum podcast on April 23, 2020. In this interview James and I discuss the necessary qualities and behaviors of leaders during difficult circumstances. This pulls on some big ideas explored more fully...
Podcast Guest: Building Effective Teams and Healthy Organizations
What a thrill to be interviewed on ParkerGale's amazing Private Equity Funcast. I was interviewed fellow organizational health nerd, Paul Stancik. What I appreciate about Paul is his intellect, often displayed in unique turns of phrase ('Paulisms'), and his open-mind....