Shows
The Customer UnSuccess PodcastSaying Yes Too Much Hurts Results w/ Lindsey LeFaivre VP of Customer Success at AchieveItWe unpack how saying yes too fast derails outcomes and how visible boundaries make better teams. Lindsey LeFaivre shares hard-won lessons from a 1,500-branching workflow misfire to a delivery-room out-of-office, turning mistakes into practical leadership habits.• discovery before commitment on complex requests• validation of true customer needs and success metrics• small-team pressure, imposter syndrome, overwork triggers• rituals for boundaries and recovery during remote work• non negotiables on the calendar and offline windows• resource requests as a leadership signal not a weakness• meeting hygiene, playbooks and focus-time protection• interviewing for culture and real work-li...
2026-01-2737 min
The Strategy GapThe Role of Accountability in Strategic SuccessWho’s actually accountable in your strategic plan? If your answer includes more than one name… that might be the root of your execution problems. In this episode of The Strategy Gap, hosts Jonathan Morgan (SVP of Operations at AchieveIt) and guest Joe Krause (SVP of Strategy Consulting) tackle one of the most misunderstood pillars of execution: accountability. From the danger of group-think to the power of visibility and recognition, they dig into what really moves teams from idea to impact. With relatable stories (hello, MBA group projects) and practical advice, this episode is packed with insights for anyone tired of w...
2025-06-1133 min
The Strategy GapHow to Boost Innovation and Strategy Through Cross-Team CollaborationCollaboration isn’t just a buzzword — it’s the backbone of strategy execution.In this episode of The Strategy Gap, hosts Jonathan Morgan (SVP of Operations) and Joe Krause (SVP of Strategy Consulting) dig into why so many organizations say they value collaboration but still fail to practice it. From breaking down silos to running meetings that don’t suck, they share real-world lessons (and hard truths) about what it takes to turn big plans into real progress. With 77% of leaders saying silos hold them back — and 79% of failed initiatives pointing to poor collaboration — this episode is a must-listen...
2025-04-3029 min
The Strategy GapAlignment & Leadership: Why Most Strategic Plans Fail (and How to Fix Them)In this episode of The Strategy Gap, we dive into the first pillar of the 2025 State of Strategy Execution Report: Alignment and Leadership. Hosts Jonathan Morgan, SVP of Operations at AchieveIt, and Joe Krause, SVP of Strategy Consulting, break down why so many strategic plans crumble at the top—and what leaders can do to reverse course. From lackluster vision statements to inconsistent communication, this episode challenges leadership teams to reflect on whether they’re truly setting the tone for success.Whether you're leading a strategy rollout, trying to gain cross-functional alignment, or wondering why your team isn’t rall...
2025-04-1731 min
The Strategy GapIntroducing the State of Strategy Execution 2025Are you actually executing your strategy—or just making plans that collect dust? In this episode of The Strategy Gap, we dive into the key findings from the 2025 State of Strategy Execution report and break down what separates high-performing organizations from the rest. Hosting the conversation are Jonathan Morgan, SVP of Operations at AchieveIt, and Joe Krause, SVP of Strategy Consulting, two of AchieveIt's seasoned strategy experts.We explore the biggest roadblocks companies face, the role of leadership in execution, and how consistent updates, clear accountability, and the right technology can drive 10X better outcomes. Whether you're leading a...
2025-03-0542 min
The Strategy GapAdvocating for Impact: Building a Case for Strategic InitiativesHow do you transition from commodities trading to leading strategy at a global mental health company?Mark Muston, Head of Business Operations & Strategy at Modern Health, shares how he made the leap, why hiring for potential matters more than a perfect resume, and how to pitch leadership like a startup founder. If you’re in strategy, operations, or just trying to build a team that actually gets things done—this episode is for you. In this conversation, Mark breaks down what it takes to build cross-functional initiatives, advocate for your team in a cost-center role, and make strategic deci...
2025-02-1236 min
The Strategy GapStartups vs. Corporates: Innovating AI in the High-Stakes World of HealthcareCan a startup stay agile while scaling—and still innovate?In this episode of The Strategy Gap, we're joined by Dave McMullin, Chief Strategy Officer at Anumana, to dive into the balancing act of startup strategy. With experience spanning biotech giants and high-growth startups, Dave shares his insights on aligning long-term vision with short-term wins, keeping innovation alive while building structure, and staying disciplined in execution. Whether you're leading a startup, scaling a business, or navigating strategic growth, this conversation is packed with actionable insights.Why you'll want to listen:How to balance long-term strategy with re...
2025-01-2930 min
The Strategy GapWhy Alignment Matters: Insights on Building Unified OrganizationsReady to uncover the secrets to true organizational alignment and long-term strategic success? In this episode of The Strategy Gap, we’re joined by Ken Sagendorf, Chief Strategy Officer at True Alignment and host of the True Alignment Podcast. With decades of experience as a strategic leader, innovator, and educator, Ken brings unparalleled insights into bridging the gap between strategy creation and execution.From the importance of embracing a generalist mindset to understanding the emotions driving workplace behaviors, Ken challenges us to rethink how we approach leadership, alignment, and change. Whether you’re a business leader, strategist, or some...
2025-01-1533 min
The Strategy GapThe Human Side of Strategy: Engaging Teams in Nonprofit WorkWhat does it take to turn strategy into real, actionable results? In this episode of The Strategy Gap, Jonathan Morgan and Joe Krause sit down with Dave Parker, Chief Strategy & Innovation Officer at Evergreen Life Services. With decades of experience in both for-profit and nonprofit sectors, Dave shares his unique insights on blending innovation, collaboration, and strategic clarity. From his groundbreaking "Mission Money Matrix" to lessons learned the hard way, Dave offers a fresh perspective on how organizations can align mission and impact with measurable outcomes.Tune in asDave reveals how trust, shared language, and a human-centered...
2024-12-1828 min
Extraordinary Pursuits by BIP VenturesThe Current and Future State of AI with Mark Buffington of BIP CapitalThe final episode of the Extraordinary Pursuits podcast from BIP Ventures is a special year-end and look-forward discussion with a recognized and respected authority in the innovation economy.
Mark Buffington is the CEO of BIP Capital and Managing Partner of BIP Ventures. A seasoned investor who has endured the launches of disruptive technologies since the start of the Internet era, Mark has written a sweeping look at the transformative impact of AI. In this conversation with host Rachelle Kuramoto, Mark offers his informed perspective on the topic, offering detailed, objective insights into how AI is shaping private ca...
2024-12-1228 min
The Strategy GapWhy Technology Needs a Seat at the Strategy TableIn this episode of The Strategy Gap, hosts Jonathan Morgan and Joe Krause sit down with Tonjia Coverdale, Senior Vice President and Chief Strategy Officer for Operations and Technology at Associated Bank. With over 25 years of experience in technology and strategic leadership, Tonjia brings a unique perspective on how organizations can elevate technology from a back-office function to a powerful enabler of business growth. Her dual expertise in academia and industry offers valuable insights for leaders looking to align strategy with execution.Join us as we explore how to bridge the gap between technology and business strategy, with...
2024-12-1133 min
The Strategy GapThe Impact of Family Values and Global Trends on StrategyWhat makes a business thrive in a constantly evolving world? According to Victor André Gamas Mayer, Managing Partner of Gamas Group, the answer lies in mindset, culture, and values. As the leader of a fourth-generation family business, Victor brings a unique perspective on balancing tradition with innovation.In this episode of The Strategy Gap, hosts Jonathan Morgan and Joe Krause explore how Gamas Group has sustained success by embracing family values while adopting a forward-thinking, global mindset.Victor shares powerful insights on the importance of hiring for cultural fit over technical expertise, fostering a culture of accountability, and m...
2024-11-2732 min
The Strategy GapConscious Capitalism: Balancing Profit and Purpose in StrategyIn this episode of The Strategy Gap, hosts Jonathan Morgan and Joe Krause are joined by Tino Mantella, a seasoned executive with vast experience across industries including nonprofits, technology, and government. Tino shares his insights on the critical elements of strategic planning, the power of conscious capitalism, and the importance of aligning organizational culture with leadership goals.From balancing top-down and bottom-up approaches to developing performance standards that drive real results, Tino’s approach to strategy is both refreshing and practical.Tune in to discover how Tino has navigated complex organizational challenges and how his unique perspectives can he...
2024-11-1340 min
(Y) Connect PodcastEp. 51 - Connecting Family, Community, and Impact at the YToday, we're joined by someone who wears a couple of hats in her connection to the Y—Lindsey LeFaivre. Lindsey is not only a passionate Y member and mom who participates in programming for her young children at multiple Ys across the city, but she's also the Vice President of Customer Success with AchieveIT. This software company helps the YMCA track and measure the success of our strategic plan. In this episode, we'll explore how Lindsey's family benefits from the Y, what it's like to be part of a community serving people of all ages, and how her professional ex...
2024-11-0633 min
The Strategy GapScaling Innovation: Strategies for Startups and CorporationsIn this episode of The Strategy Gap, hosts Jonathan Morgan and Joe Krause interview Abhay Jain, VP of Strategy and Business Development at A+E Networks. They explore strategy creation, innovation, and execution in various organizations, emphasizing the importance of solving real problems to attract the right talent for startups.Abhay shares insights on commercial real estate, focusing on lifestyle and startup incubation, and highlights the need for customer-centric strategies. The conversation covers planning horizons, fostering innovation while avoiding the "hippo effect," and the cultural differences between startups and large corporations. Abhay also offers advice on career flexibility...
2024-10-3030 min
The Strategy GapHow to See Around Corners: Foresight and Innovation in StrategyIn Episode 31 of The Strategy Gap, hosts Jonathan Morgan and Joe Krause speak with with Eric Schurr, Chief Strategy Officer at Sunrise Banks. Eric brings over two decades of experience leading financial services organizations through transformational change and has extensive expertise in fintech, digital banking, strategy development, and leadership.Together, they look at how Eric's extensive experience offers innovative insights for driving customer value. They over how diverse perspectives can drive strategic success and why a human-centered approach is crucial for effective technology implementation. Whether you're a business leader seeking sustainable growth strategies or simply passionate about future...
2024-10-1632 min
The Strategy GapNavigating Sales Ops Challenges: Insights from Netflix’s Isha DharIn this episode of The Strategy Gap, Jonathan Morgan and Joe Krause sit down with Isha Dhar, a talented leader currently heading Global Sales Strategy and Operations for Netflix's new ads platform. With over 15 years of experience in sales operations, business development, and analytics at big names like Meta Platforms and Dell Technologies, Isha offers a treasure trove of insights. She’s got an MBA from UNC and an engineering degree from India, and she’s now based in Austin, Texas.The conversation kicks off with Isha sharing why sales operations is so vital. She highlights its close conn...
2024-10-0228 min
The Strategy GapStrategy Through Brand: Carving the Path for Your OrganizationJonathan and Joe sit down with Cheryl Farr, founder of Signal Brand Innovation, for a powerful deep dive into what makes or breaks a brand. Drawing from her work with giants like Nike and Coca-Cola, Cheryl reveals why true brand leadership goes far beyond logos and slogans—it’s about staying authentic to your core values. From Minnetonka Moccasins’ rebranding success to Allbirds’ missteps, and a conversation about Southwest Airlines, this episode uncovers the real challenges and triumphs in brand strategy. Cheryl’s bold insights on brand filters and leadership-driven authenticity will have you rethinking how strategy and branding in...
2024-09-1833 min
The Strategy GapMastering Strategy Execution: A Chief Strategy Officer's ApproachIn this episode of "The Strategy Gap", hosts Jonathan Morgan and Joe Krause engage in a robust conversation with Marc Mertz, the Chief Strategy Officer at Kaweah Health. Marc, who has over 25 years of experience in the healthcare industry, delves into the significant role of a Chief Strategy Officer (CSO). He explains that a CSO is pivotal in leading the development of the strategic plan, engaging various teams in the process, and overseeing the plan’s execution throughout the year. Marc highlights that his position allows him to focus on conceptual strategic thinking, such as developing new services and market po...
2024-09-0428 min
The Strategy GapNavigating Market Shifts in Higher Education with Strategic InnovationCurious about how universities are navigating the fast-changing landscape of higher education?In this episode of The Strategy Gap, Jonathan Morgan and Joe Krause welcome Shawn Daley, the Chief Strategy and Business Development Officer at George Fox University, for a deep dive into the challenges and innovations shaping the future of academia.Discover how higher ed institutions are borrowing strategies from for-profit sectors to stay competitive, hear firsthand how Shawn is revolutionizing student and parent experiences with ideas borrowed from the hospitality and tech industries, and gain insight into the financial hurdles facing smaller schools. If...
2024-08-2131 min
The Strategy GapBalanced Strategy: Mastering the Art of Zooming In and OutIn today’s episode, Joe and Jonathan speak with Strategy & Revenue Operations Leader Lester Ang about the crucial balance between big-picture strategy and detailed work in strategy and revenue operations. A seasoned strategy and revenue operations advisor with a robust background in global teams and growth transformation, Lester brings no shortage of insights when it comes to effective leadership transitions and the role of listening, understanding, and adaptability to gain trust and credibility within any organization.Join us as we discuss:How understanding people’s backgrounds helps when transitioning from an analyst role to a manager roleStriking a bala...
2024-07-1727 min
The Strategy GapStorm-Proof Strategy: Navigating Uncertainty and Times of ChangeWhen it comes to navigating turbulence and developing strategy in the face of challenges, few industries are more weathered than education. With how quickly education standards and practices are evolving—and how many stakeholders are involved—it’s hard to think of many areas that have more lessons to offer to all manner of strategists.This week, Larkin Briley, Assistant Vice President of Strategy and Transformation at Belmont University, speaks with Joe and Jonathan about how higher education is navigating turbulent times, including the looming "enrollment cliff" and the decreasing perceived value of degrees. Larkin shares his insights on str...
2024-07-0232 min
The Strategy GapLeading Without Authority: Effective Change Management in StrategyFor humans, the fear of change is so real and pervasive that there’s a word for it: metathesiophobia. Even if you didn’t know about this clinical term until now, you’re probably aware that organizations and teams of all types suffer from a fear of change—especially because there’s no shortage of examples of change being implemented ineffectively due to poor strategy or leadership.In today’s episode, Joe and Jonathan are joined by Lindsey Joerger, Senior Director of Strategy Implementation at USP, who shares her insights on leading without authority and driving effective change management i...
2024-06-1830 min
The Strategy GapBrainstorming Your Way to Better StrategyThis week, hosts Joe Krause (SVP of Strategy Consulting at AchieveIt) and Jonathan Martin (VP of Revenue Operations and Head of Marketing at AchieveIt) have a wide-ranging conversation on how to integrate brainstorming into the strategy process. From dos and don’ts to challenges and benefits, Joe and Jonathan cover how all manner of organizations—especially those looking to pivot or shake things up at the year’s halfway mark—can not only generate great ideas and solicit vital contributions from their entire team, but proceed to put those ideas into game-changing action.Join as we discuss:How diverse...
2024-06-0532 min
The Strategy GapFrom Project Management to Execution: Strategy Insights from HealthcareIf you want outside-the-box thinking, it pays to spend some time living outside the box that is conventional strategy and corporate structure.This week’s guest, Daniel Keene, Director of Strategy & Operations, has taken an unconventional route to his current role in healthcare overseeing the operations and strategy of large patient support systems—with stops along the way in aerospace engineering, CPG sales management, and general aviation. Daniel has leveraged these experiences to transform fragmented strategy and operation models into unified and efficiently executed visions. Throughout our conversation, Daniel shares his insights on some of the easily-forgotten project mana...
2024-05-1530 min
The Strategy GapBizOps 101: Driving Strategy, Execution, and TrustWhen we think about strategy, we usually picture two groups: those who come up with high-level vision, and those who execute that vision through a strategy. But how do we actually get from ideation to execution? And who’s responsible for seeing that through?Shobhna Upadhyaya, BizOps & Strategy Leader, joins the podcast to talk about business operations (aka BizOps), which she explains as the team responsible for that important middle phase between strategy development and implementation. In demystifying BizOps, strategy leaders across industries can find themselves better equipped to cultivate cross-functional collaboration and overcome challenges within corporate structures an...
2024-05-0128 min
The Strategy GapExploration vs Exploitation: Partnership's Role in Strategy ExecutionGiven how dynamic and complex our world is, there’s no place for rigid and siloed approaches to strategy.This week, Michael Olaye, SVP and Managing Director of Strategy and Innovation at R/GA, shares his thoughts on developing strategy from a starting-point of flexibility and collaboration. While internal processes and expertise play a vital role in achieving an organization’s goals, too often teams miss out on game-changing solutions and methodologies by refusing to collaborate with outside agencies and industries that provide invaluable perspectives and insights. Michael, Joe, and Jonathan share personal experiences and dissect some useful case...
2024-04-1731 min
Tales From The Sky Lounge-A Business PodcastEp 07 - Christy Johnson - Cultivating Resilience Through Adaptation, Partnership and GrowthTodd chats with a true traveler, Christy Johnson from BIP Ventures. Her story is a testament to the idea that there's no one-size-fits-all path in entrepreneurship and venture capital as she shares her unconventional path from getting an IMBA (International MBA) in school to microloans in Costa Rica, steel manufacturing in Florida and eventually venture capital. She discusses the importance of culture, the challenges of remote work, and the power of being intentional in business practices and some holiday celebrations that are…NOT mandatory (hint: they are).
ABOUT OUR GUEST:
Christy Johnson has been a pivotal member of the BI...
2024-04-1244 min
The Strategy GapWhat Is (and Isn’t) Strategy?Sometimes a strategy fails because it’s a poor strategy. But sometimes it fails because it’s not really a strategy at all.So what are the attributes of a strategy—and how does it differ from other measures implemented to help an organization achieve its goals? Joining us to answer this question (and many others) is Dr. Alok Tewari, Vice President of Operations Strategy and Execution. Alok has leveraged over 20 years of experience in strategy and global business transformations to cultivate an understanding of organizational goals and the multilayered approach to developing strategy within a variety of indust...
2024-04-0331 min
The Strategy GapBuilding an AI Strategy: From Idea to ImplementationWhen it comes to generative AI, most people are asking the wrong question: Is it good or bad? But the better way to approach this omnipresent topic is by figuring out the RIGHT way to implement the tech into your strategy and processes.To talk about this, we’re joined by Lisa Esch, Senior Vice President and Chief of Strategy, Innovation, and Industry Solutions at NTT DATA. Lisa provides a crash course on all things generative AI, LLMs, and the risks and calculations any type of organization should be factoring into their decision-making surrounding AI. Lisa’s experiences in h...
2024-03-2027 min
The Strategy GapUnderstanding the Other Side: Negotiations in Strategy ExecutionNegotiations don’t have to lead to one-sided solutions or unfavorable compromises. In fact, when it comes to effective strategy execution and revenue operations, they shouldn’t!This week, we’re joined by George DeVardo, VP of Revenue Operations and Strategy at Enthusiast Gaming, who shares his belief in the value of trust and understanding when working toward solutions between decision-makers and team members—whether you’re working within an organization or assisting as a third-party. We also explore how third parties can provide valuable perspectives to help a team arrive at a workable and timely solution, rather than makin...
2024-03-0629 min
Tales From The Sky Lounge-A Business PodcastEp 04 - Mark Flickinger: From Rowing to Venture Capital - Lessons in Teamwork and GrowthMark Flickinger, COO and GP of BIP Ventures shares insights into competitive drive in founders, The State of Startups in the Southeast, how #VentureCapital Funds operate and what it means to have a great team. We talk about “The SVB Hangover”, dry powder (not for napkins) and when to go slow.
ABOUT OUR GUEST:
Mark Flickinger -General Partner & COO / BIP Ventures
Mark Flickinger joined BIP Ventures in 2015. In his role as General Partner and Chief Operating Officer, Mark oversees fundraising, investor relations, marketing/branding, talent acquisition, and acceleration.
Before joining the firm, Mark held leadership roles for 4th Strand, a pr...
2024-03-0148 min
Voices for ExcellenceDefining Instructional and Leadership Effectiveness in the AC-Stage of Education
Venola Mason is the CEO and Founder of AchieveIt Educational Services and is an Associate Partner and Author at International Center for Leadership in Education. In her role as an ICLE associate partner, Venola works with education leaders across the country supporting them with making transformational change in their school districts by developing and implementing policies and practices that increase student achievement and wellness.
2024-02-221h 00
The Strategy GapOwning Up: Common Mistakes in Leadership and StrategyToday’s episode features an in-person one-on-one conversation between Joe and Jonathan as they trade thoughts on common mistakes that leaders make in strategy execution, as well as the consequences of those mistakes. Using the news of some costly missteps (and even more costly blame-shifting) from entertainment executives as a jumping-off point, the co-hosts cover everything from effective communication to smart prioritization.Join Jonathan and Joe as they discuss:Closing the feedback loop, even if you’re not using the feedbackLeaders being fully present and participatory whenever possibleConsidering the perspectives of team members at every level of the orga...
2024-02-2131 min
Demand Generation Club PodcastJonathan Morgan - AchieveItIn this episode of the Demand Generation Club Podcast, host Franco Caporale interviews Jonathan Morgan, the VP of Revenue Operation and Head of Marketing at AchieveIt. Morgan discusses his career trajectory and how he ended up in his current role. He also talks about how he manages both marketing and revenue operations responsibilities on a day-to-day basis, emphasizing the importance of prioritization and focusing on high-impact activities. Morgan shares the tech stack used at AchieveIt, including Salesforce, marketing automation tools, and various analytics and enrichment platforms. He also discusses the strong relationship between marketing and sales at AchieveIt, highlighting...
2024-02-1615 min
The Strategy GapKeep It Simple: Level Up Your TeamThe Secrets to Building & Maintaining an All-Star team…Today we get to sit down with Eric Patten, EVP of Operations at Kingstree, as he takes us through his personal approach to team building and increasing productivity. Eric’s 31 years of experience in nursing helps in his unique role to build effective teams and create long-term relationships with clients. Hear more about how Eric strategically builds and assesses teams, handles workplace turnover, responds to feedback, and approaches customer service.Join as we discuss:Assessing Team Fit in ProjectsTeam Building and Turnover in the WorkplaceCommunication, Feedback, and Teamwork in C...
2024-02-0733 min
The Strategy GapPutting Strategic Plans in Motion During Significant ChangeThe healthcare industry is vast and organizations and companies within it are equally as large. Navigating change, especially recent paradigm shifts towards value-based care, can be fraught with challenges for leadership and employees.Joining our hosts, Jonathan and Joe, for this episode is Teresa Patterson, Strategy and Growth Leader. She has rich experience in navigating the shift from fee-for-service to value-based care, and the critical role leadership plays in fostering a culture of change and effective communication within healthcare organizations. Where do you even start?Teresa, Joe, and Jonathan walk us through:The challenges and...
2024-01-2527 min
The Strategy GapBalancing Data and Instinct: Finding the Right Fit in Organizational RolesToday we’re joined by Adam Sidoti, VP of Revenue Operations at Redwood Logistics, who believes data should lead the conversation, but it needs to be complemented by deeper conversation and empirical evidence to get the full picture. He draws on his background as a Lawyer to highlight the significance of understanding personality profiles and organizational philosophies in creating successful teams. From leveraging data to shape narratives, to managing exits and repositioning individuals, this episode offers valuable insights into talent management and organizational effectiveness.Join as we discuss:Importance of Data-Driven Decision MakingHuman Resources and Organizational DecisionsHiring an...
2024-01-1030 minThe Strategy GapBalancing Data and Instinct: Finding the Right Fit in Organizational RolesToday we’re joined by Adam Sidoti, VP of Revenue Operations at Redwood Logistics, who believes data should lead the conversation, but it needs to be complemented by deeper conversation and empirical evidence to get the full picture. He draws on his background as a Lawyer to highlight the significance of understanding personality profiles and organizational philosophies in creating successful teams. From leveraging data to shape narratives, to managing exits and repositioning individuals, this episode offers valuable insights into talent management and organizational effectiveness.Join as we discuss:Importance of Data-Driven Decision MakingHuman Resources and Organizational DecisionsHiring and Or...
2024-01-0330 min
The Strategy GapUnlocking Data’s Role In Strategy ExecutionEveryone wants to claim data-driven success these days and knows that data is important to building and executing successful strategies- but how do we successfully incorporate data into planning and execution?In this episode, Will Ritchings, Director of Revenue Strategy and Operations at SecurityScorecard, joins Joe and Jonathan to dissect the challenges of data management, share his insights on effective dashboard design, and unravel the key elements for building a successful data strategy.Join us as they get deep into:The crucial interplay of context in data analysis, preventing misinterpretations and fostering informed decision-making.Strategies...
2023-12-2029 min
The Strategy GapDecoding Strategic Execution: From Ideas to ImpactStrategy consulting is a big industry- but how can it work for you when the path from strategic planning to execution has so many nuances particular to each industry and company?Before Daniel Goldstein became Director of Strategy and Operations at Array, he spent over eight years working as a consultant in innovation and incubation. This is when he honed his skills and passion for strategy execution, helping fortune 500 companies develop and launch new businesses. He shares his experience from that time and how to best put the right ideas into motion.Jonathan, Joe and Daniel...
2023-12-0631 min
The Strategy GapCrafting Strategy: The Visual Storytelling AdvantageVisual storytelling is critical to so much success in branding, but how can these same concepts aid us in strategy planning? In this episode, Gary Comerford shares his unique background in art and painting, unveiling the profound impact it has on his strategic approach and the transformative power of storytelling in the digital age. We also explored how the integration of diverse skill sets can play a crucial role in strategic leadership and collaboration in organizational success.Discussed in this episode:The relationship between art and strategy, emphasizing the significance of storytelling and visual communication in...
2023-11-2235 min
The Strategy GapIntegrating Innovation into Strategy FrameworksHow can the path least taken spur innovation in a career? And can it help in strategic planning at the operational level?Alanna Hughes, Head of Innovation at Per Scholas, discusses her remarkable career path spanning international development and consulting, culminating in leadership roles in the nonprofit sector. Alanna shares the invaluable skills and experiences that have empowered her to drive innovation, emphasizing the importance of diverse learning approaches, embracing experimentation, and the strategic design and execution of initiatives along the way.Discussed in this episode:The significance of embracing experimentation and learning from unique...
2023-11-0832 min
The Strategy GapElevate Your Game: Strategic Prep for 2024It’s already nearing the end of 2023 and we are here to help you kick off your 2024 organizational planning.We are doing something a little different this episode to help our listeners start to think through their strategic planning as the year comes to a close. Our hosts Jonathan Morgan and Joe Krause, together with seasoned expert Lindsay LeFaivre, share valuable strategies and experiences they have learned during their combined years in the field.Together they delve into the importance of dedicated time for annual planning, involving stakeholders in decision-making, and adapting plans to changing business dy...
2023-10-2531 min
The Strategy GapNavigating the Unseen: Insights into Organizational DynamicsEmbarking on a successful organizational strategy goes beyond what meets the eye. While strategy, innovation, and change management are vital, they often remain obscured beneath more tangible organizational outcomes. Leaders must dig deep to comprehend the mechanics that drive a staggering 80% of outcomes. Deborah Roethler, an Innovative Change Manager with experience with companies like Amazon, Caterpillar, the City of Peoria and more, advocates a fluid approach to strategy, adapting to the evolving landscape rather than adhering rigidly to predetermined plans. Join us as we unravel the intricacies of organizational strategy and discuss:The detrimental impact...
2023-10-1130 min
The Strategy GapStrategic Evolution and the Path to Organizational GrowthStrategic plan management can be the deciding factor between a boom or a bust for your organization. Managing execution and minimizing day-to-day distractions is crucial for successful organizational growth. A key way to accomplish this is is by building a best-in-class leadership team with remarkable talent for the appropriate stage. But evolving strategies, and evolving leadership styles, can be a challenge during stages of growth. Mark Flickinger, General Partner and COO at BIP Ventures, shares tips for building a top-tier team and executing a strategic plan that adapts with organizational growth. Join us as we discuss:
2023-09-2732 min
The Strategy GapChief of Staff: The Strategic Catalyst for Your OrganizationIt’s not a secret — your organization needs collaboration, communication, and streamlined execution for strategy to succeed. But getting to a point where all three of these aspects are effective can be challenging.To bridge the divide between leadership and enabling teams to collectively achieve goals, there has been a rise in the instrumental role of Chief of Staff. Once limited to political and healthcare industries, companies from every sector are integrating this position and seeing major benefits. We’re joined by Jordan Gadd, Chief of Staff at Heluna Health, who discusses his experiences in the role and how yo...
2023-09-1331 min
The Strategy GapBuilding Effective Hybrid Strategies: Navigating Complexity & ChangeAs the COVID pandemic raged and thousands struggled with their health, the permanent impact the pandemic would have on the workplace was among the least of our worries.But as time goes on, the workplace continues to look different. Shifting from in-office to remote and back again, many organizations have called their people back to in-person work, citing creativity and collaboration as the main drivers for this decision. But something else happened many didn’t expect — many organizations kept their new hybrid approaches, allowing employees to work from home, the office, and even the other side of the world. Whil...
2023-08-3031 min
The Strategy GapComplexity to Clarity: Simplify Your Strategic Plans for SuccessIt can be difficult to implement a strategic plan when it’s filled with an unstable, impossible, and frustrating amount of initiatives. The consequences are losing the richness of what your team is successful at and spreading themselves too thin. But it doesn’t have to be that way!We’re joined by Brenda Merritt, Dean, Faculty of Health, and Suzie Officer, Executive Director, Planning and Strategy, Faculty of Health at Dalhousie University. We dove deep into how to manage and execute strategic plans that are thoughtfully focused on balancing strategic priorities, while also being doable and e...
2023-08-1636 min
The Strategy GapTransforming Leadership: Strategy & ExecutionBuilding a strategy is very different than executing one — great execution of an average strategy is far more valuable than average (or poor) execution of a perfect strategy.In this episode, we spoke with Joe Rafter, Vice President at Capgemini, who shared the key ingredients for a successful business strategy: authentic leadership, tailored action, resilience, and self-awareness. When leaders embrace these traits, they can help any business through the toughest transformations. Join us as we discuss:Tailoring actions based on an understanding of the difference between strategy development and executionWhat authentic leadership looks like and wh...
2023-08-0238 min
The Strategy GapBuilding an Execution Culture: Embracing Strategy in ActionBusiness leaders spend months ideating and developing the perfect strategy—but when it comes time to operationalize, companies often back down, tucking the corporate strategy away until the following year. We’re joined by Candice Williams, Strategy Manager at the Development Bank of Jamaica who dives into her hands-on experience in designing and successfully implementing organizational strategies.Join us as we discuss:The importance and role of strategy, common pitfalls, and how to avoid themThe vital role of cascading sessions in the cultural integration of strategyWays to monitor results and drive accountability
2023-07-1230 min
The Strategy GapIntroducing: The Strategy GapComing soon from AchieveIt... A new show about the space between savvy strategy and practical execution — and everything that can go wrong on the way.
2023-05-3101 min
LeaderGOV LearningAmanda Cyr, Governmental Market Director for AchieveIT - Tracking Progress on Strategic Goals
2023-04-1023 min
The Citizen ExperienceEpisode 3: Throw Away Your Spreadsheets and Use a Digital Platform for Strategic Planning with Amanda CyrAmanda partners with Government Leaders to help them track and execute across strategic & operational plans. Many Government agencies are tracking several plans throughout the organization in manual tools such as Excel, SharePoint, and Microsoft Word. The use of these tools can lead to low visibility of performance, reduced accountability, and lengthy reporting times.
Today we learn more on how Amanda & AchieveIt can assist in evaluating your plans and show you how to improve performance, break down silos, and work cross-functionally across teams and plans; also helping to display publicly facing dashboards for a more transparent government.
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2023-02-1323 min
All That Good Shit!EP 3: S.M.A.R.T. GoalsWe've all set goals before throughout our life, but have you ever implemented the S.M.A.R.T. system to those goals? Do you know what S.M.A.R.T. stands for? No worries, on this episode we'll explain what it is, where it comes from, how it works, and we'll even share a bunch of goal-setting success stories to get you pumped about accomplishing your own goals!
Join us for another positivity-packed episode about doing the most you can to get somewhere better in life. Share your goals and success stories with us at heresallthatgoodshit...
2022-01-1731 min
The Master Marketer ShowEp. 19 Jonathan Morgan - Demand Capture vs. Demand CreationWant to increase your inbound revenue by 70% next year? Then you may want to listen to this conversation with Jonathan Morgan, the Director of Sales and Marketing Ops at AchieveIt. To do this, they were able to increase contract values by 30% and increase close rates by over 25%. Notice we haven’t mentioned anything about MQLs here. What you’ll learn in this episode:How to come balance revenue ops and marketingHow to continuously give to your customersHow to simplify goals and metric reporting for marketingHow to adapt your go-to-market strategy and demand gen playbook when...
2021-12-131h 17
Tiny Leaps, Big Changes682 - How to Improve Your Planning SkillsIn this episode, we talk about how to improve your planning skills.
Written By: Samridhi Jain | https://www.instagram.com/samridhiii__/
Hosted By: Gregg Clunis | https://www.instagram.com/greggclunis/
Sponsored By: http://greenchef.com/90tinyleaps
Instagram: http://instagram.com/tinyleaps
Twitter: http://twitter.com/tinyleaps
Website: http://tlbc.co/tiny-leaps-big-changes
Resources:
https://www.entrepreneur.com/amphtml/350045
https://medium.com/the-mission/the-planning-fallacy-why-you-miss-your-deadlines-and-what-to-do-about-it-db5e162307b7
https://www.actitime.com/project-time-estimation/planning-fallacy/
https://www.achieveit.com/resources/blog/the-planning-fallacy-how-to-avoid-becoming-a-victim
2021-03-1310 min
Today's Leading Women with Marie Grace Berg ~ Real Stories. Real Inspiration. Real Take-aways. 7-Days A Week!622: Learn How To Communicate Your Message with OCTAVIA Gilmore with Creative JuiceOCTAVIA Gilmore, is the founder and Creative Director of Creative Juice, that helps clients communicate their message to their target audience to help increase sales and brand awareness. Projects include logo design, business card design, brochure design, web design, branding and marketing.
After graduating from Savannah College of Art & Design â Atlanta, Octavia worked in corporate design departments for Fortune 500 companies such as AT&T and Kaiser Permanente, and from the ground up with start-ups such as AchieveIt and Final Moments Concierge Services.
With the explosion of start-up companies and the flood of corporate growth in the...
2015-11-1100 min