Podcasts about Capacity planning

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Best podcasts about Capacity planning

Latest podcast episodes about Capacity planning

The Agency Profit Podcast
The Three Immutable Laws of Profitability, With Marcel Petitpas

The Agency Profit Podcast

Play Episode Listen Later Apr 23, 2025 48:34


Points of Interest1:02 – 1:38 – Intro: Marcel introduces the session as a condensed version of his All-in Agency Summit talk, aimed at equipping agencies with the key levers to diagnose and improve profitability.3:05 – 3:18 – 80/20 Profitability Focus: The goal is to give agencies 20% of the knowledge that provides 80% of the insight needed to take control of profitability, regardless of market conditions.4:28 – 6:27 – The Growth Trap Cycle: Agencies often get stuck in a cycle of hiring during growth, losing profitability, scaling again, and repeatedly encountering the same financial challenges at larger scales.6:42 – 7:01 – Identifying the Real Problem: Founders are urged to identify whether their agency's issue is inefficient delivery (indigestion) or lack of revenue (starvation) to avoid insolvency.9:01 – 10:06 – Financial Metrics Foundation: Understanding core financial metrics—especially agency gross income (AGI)—is essential to making better business decisions beyond tax reporting.14:24 – 18:05 – Delivery Margin as the Core Metric: Agencies should aim for delivery costs to stay under 50% of AGI, enabling better spending on overhead and stronger profitability.21:44 – 26:44 – Lever 1: Average Cost Per Hour: Lowering the average cost of labor through delegation and improved processes helps reduce delivery costs and increase profitability.28:03 – 31:55 – Lever 2: Average Billable Rate (ABR): Maximizing revenue per hour of delivery time, regardless of billing model, improves margins—either by pricing higher or working more efficiently.34:17 – 38:24 – Lever 3: Utilization Rate: Utilization measures how much team capacity is spent on client work; improving it by selling more work or adjusting staff size directly affects profitability.42:01 – 44:45 – Utilization Benchmarks: Weekly and annual utilization targets vary by role; producers should aim for 75%+ weekly, and teams should average 50–65% annually including all roles.45:27 – 49:26 – Impact of Levers on Profit: A case study illustrates how modest gains in utilization and ABR can shift profit margins from 10% to 40%, increasing valuation by up to 500% without hiring or cutting overhead.Show NotesAll-in Agency SummitChris Dubois & Dynamic Agency OSFree Agency Profit ToolkitFree access to our Model PlatformParakeeto Foundations CourseLove the PodcastLeave us a review here.

Agile and Project Management - DrunkenPM Radio
Using Lucid to Update Jira with Preston Hunter

Agile and Project Management - DrunkenPM Radio

Play Episode Listen Later Mar 23, 2025 52:20


Summary In this conversation, Dave Prior and Preston Hunter discuss the challenges of transitioning to Agile methodologies, particularly focusing on the use of JIRA and visual collaboration tools like Lucid. They explore a case study of a team moving to Kanban, the integration of Lucid with JIRA, and how visual tools can simplify workflows and enhance collaboration. The discussion also covers capacity planning, managing dependencies, and the importance of creating custom views for project management. Preston shares insights on how Lucid can help teams visualize their work, engage stakeholders, and improve overall efficiency. The conversation concludes with resources for learning and support for new users of Lucid. This podcast was recorded in video format because of the demo that was given. You can find the video here: https://www.projectmanagement.com/blog-post/78177/using-lucid-to-update-jira-with-preston-hunter Takeaways • Visual collaboration tools can ease the transition to Agile. • JIRA can be overwhelming for new users; Lucid simplifies this. • Integrating Lucid with JIRA allows for real-time updates. • Custom views in Lucid can help manage personal and team workflows. • Visualizing dependencies is crucial for effective project management. • Capacity planning features help teams avoid overcommitment. • Engaging teams with visual tools fosters collaboration and creativity. • Lucid offers resources for new users to learn effectively. • Conditional formatting in Lucid enhances reporting capabilities. • Personalization of boards can reflect team culture and identity. Chapters 03:21 Introduction to Agile and Visual Collaboration 05:13 Challenges of Implementing Kanban with JIRA 09:21 Lucid's Integration with JIRA 15:21 Enhancing Team Collaboration and Workflow Visualization 21:28 Managing Dependencies and Capacity Planning 27:21 Customizing Workflows and Agile Practices 30:48 Empowering Teams with Agency 33:58 Capacity Planning and Sprint Management 36:30 Reporting and Visual Collaboration Tools 40:28 The Future of Project Management 42:33 Enhancing Team Collaboration and Engagement 45:32 Personalizing Team Spaces 49:41 Learning and Support Resources To learn more about Lucid go to https://lucid.co/ To contact Preston https://www.linkedin.com/in/preston-hunter/

Exit Insights
How Capacity Planning Can Boost Your Business Valuation and Efficiency with Kevin Harrington

Exit Insights

Play Episode Listen Later Mar 6, 2025 34:01


What's holding your business back from reaching its full potential? In this episode of the Exit Insights podcast, Darryl Bates-Brownsword is joined by Kevin Harrington to dive into the transformative power of capacity planning. Learn how to: ✅ Spot and fix operational bottlenecks. ✅ Ensure sustainable growth without cash flow crises. ✅ Transition from focusing on revenue to driving valuation. With real-life examples and practical advice, Kevin explains how capacity planning can help you work smarter, run your business more efficiently, and ultimately maximise its value. Whether you're thinking about exiting your business or simply looking to scale, this episode is a must-listen for business owners who want to take control of their future.

The Mowtivated Lawncare Show-- Young and Teen Entrepreneurship in Lawncare, Landscaping, and Mowing, Business, entrepreneursh
Mike Andes Interview | Making More Profit and Preparing Well for 2025 with Processes and Capacity Planning (+ a little more of his background and story!)

The Mowtivated Lawncare Show-- Young and Teen Entrepreneurship in Lawncare, Landscaping, and Mowing, Business, entrepreneursh

Play Episode Listen Later Mar 3, 2025 50:50


In today's episode, I had a chance to speak with an absolute genius in the green industry- Mike Andes. For those of you who aren't aware, Mike owns an 8-figure green industry franchise, owns to software companies for the home-service industries, and has a massive following on social media, and is known for his much-needed point of view of profitability versus growth in our industry. In this episode, we talked about his journey from starting college early to pursue a career in medicine, to lawn mowing business owner (including the near-death experience that lead him to transform his business), and gave tactical strategies to help you prepare better to run a better and more profitable business in 2025.  Link to his site, where you can find all his social media and free courses; https://www.mikeandes.com/   My socials: YouTube channel: https://www.youtube.com/@Caleb__trung Instagram: https://www.instagram.com/caleb__trung Facebook: https://www.facebook.com/calebtnguyen

The Wize Guys
Episode 141: Mastering Capacity Planning for Your Business

The Wize Guys

Play Episode Listen Later Jan 23, 2025 13:27 Transcription Available


Are you struggling with capacity planning in your firm?In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward, Jamie Johns, and Ed Chan discuss how having a capacity plan in place is one of the fundamental tools they recommend for scaling a practice. They provide some insight into capacity planning and why it's so important to the growth of the business. Find out more about matching the fees with productivity and workload! ________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

The Agency Profit Podcast
From Silos to Synergy: Building an Integrated Approach for Your Agency, With Kristen Kelly

The Agency Profit Podcast

Play Episode Listen Later Jan 15, 2025 38:09


Points of Interest00:52 – 01:17 – Guest Introduction and Episode Overview: Marcel introduces Kristen Kelly, a member of the consulting team, and previews the episode's focus on agency management trends, particularly on improving profitability and breaking down silos.02:57 – 05:00 – Challenges with Siloed Agency Models: Kristen explains how siloed operations between sales, delivery, and finance lead to fragmented data, inefficiencies, and breakdowns during planning and execution.05:00 – 07:30 – Modern Agency Realities and Challenges: Marcel highlights the need for integrated systems due to changing client relationships, dynamic pricing models, and rising economic pressures, which strain traditional agency structures.07:30 – 10:00 – What Integrated Agency Management Looks Like: Marcel introduces the concept of integrated management, where real-time alignment between sales, delivery, and finance drives profitability and operational efficiency.12:00 – 14:15 – Common Pitfalls of Over-Reliance on Finance: Kristen and Marcel discuss how relying solely on finance for insights often leads to delays, inaccuracies, and missed opportunities for timely interventions.16:30 – 19:40 – Starting with a Business Model: Marcel outlines the first step in building an integrated system: creating a dynamic business model that connects capacity, pricing, and operational structure.22:00 – 25:00 – Introducing the Feedback Loop: Marcel explains the importance of feedback loops that compare planned data to actual outcomes, enabling agencies to pinpoint areas needing improvement.25:00 – 28:00 – Avoiding the Pitfalls of Bad Data: Marcel discusses the importance of clean, structured data and why agencies often struggle when they attempt tracking without a proper framework.28:00 – 30:00 – The Three Elements of an Integrated System: Marcel introduces the three critical components of a successful system: accurate data, a deliberate framework, and an actionable process.30:00 – 32:30 – Implementing Cadences for Data Review: Kristen and Marcel emphasize the need for regular data review cadences tailored to an agency's operational pace to maintain alignment and agility.32:30 – 36:00 – Costs of DIY vs. Professional Help: Marcel highlights the opportunity costs and challenges of attempting to build an integrated system internally compared to leveraging expert frameworks.36:00 – 38:53 – TLDR for 2025 Planning: Marcel summarizes the episode's main takeaway: transitioning from siloed to integrated systems is crucial for improving agency profitability and operational alignment, starting with a simple business model.Show NotesConnect with Kristen via LinkedInFree ToolkitParakeeto Foundations CourseLove the Podcast?Leave us a review here.

The Remarkable CEO for Chiropractors
287 - 2025 Theme for the Year: New Wine Skins

The Remarkable CEO for Chiropractors

Play Episode Listen Later Jan 7, 2025 22:50


In this episode, you'll discover:2025 is not a continuation of 2024, it's a new age, a next chapter, the next level. What happens when your business doubles in 2025, what breaks? You must be deliberate and intentional about optimizing your business for what's important now, next and ultimately. The wineskin is the container, the vessel that will deliver the gift of chiropractic that you've received to the world desperate for what you have to offer. Episode Highlights01:00 - How the theme of "new wineskin" represents evolving systems and frameworks required to meet the challenges and opportunities of the future.03:08 - The importance of leaving behind outdated methods, focusing instead on readiness and adaptability for sustainable growth.05:38 - Why creating a scalable and flexible foundation is essential for 2025.08:16 - Why the practice of reflection and proactive preparation is critical to handling increased demands in patient volume and team size.10:43 - The concept of doubling capacity—patients, team size, and systems—and identify what might break under this growth scenario.13:07 - The importance of calculating capacity and creating accountability within business functions to sustain future growth.15:24 - The role of an accountability grid in assessing and optimizing key domains like attraction, conversion, and retention.17:32 - Insights into framing priorities for the next 90 days to build momentum and prepare for doubling business operations sustainably.18:54 - How aligning immediate actions with long-term goals ensures a smooth transition into higher business demands and opportunities.20:00 - The importance of integrating vision casting with detailed action planning to create clarity and alignment across your team. Resources MentionedDownload your copy of the Accountability Grid here: https://theremarkablepractice.com/podcast-ep287-acctgridRegister Now for the TRP Remarkable Team Building Immersion - January 31 and Feb 1, 2025 in Tampa, FL and Feb 28 and Mar 1, 2025 in Brisbane, AUS - https://theremarkablepractice.com/upcoming-events/To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoSubscribe to our newest podcast "Build Your Remarkable Practice" here: https://podcasts.apple.com/us/podcast/build-your-remarkable-practice-for-chiropractors/id1734107477  Schedule a Brainstorming call with Dr. PeteDr. Stephen's LinkedInDr. Peter's LinkedInThe Remarkable CEO WebsiteDr. Stephen's Book – The Remarkable Practice: The Definitive Guide to Build a Thriving Chiropractic Business

The Agency Profit Podcast
The Problem With Benchmarking and What to Do Instead

The Agency Profit Podcast

Play Episode Listen Later Jan 1, 2025 32:04


Points of Interest00:00 – 00:47 – Intro and Gratitude: Marcel thanks listeners and sets up the episode's focus on benchmarking traps and performance evaluation.00:47 – 01:33 – The Benchmarking Trap: Marcel introduces the risks of relying on external benchmarks instead of understanding your agency's internal performance model.01:33 – 02:53 – Rate Benchmarking Limitations: Marcel explains why comparing rates fails to provide meaningful insights, especially with modern pricing models.02:53 – 05:00 – Flat Fees and Efficiency: He discusses the rise of value-based and project pricing, and how efficiency affects realized rates.05:00 – 06:08 – Realized Rates vs. Rate Cards: Marcel highlights that listed rates (rate cards) rarely reflect the actual rates agencies earn.06:08 – 07:29 – The Power of Average Billable Rate: Marcel introduces average billable rate as a more meaningful metric, blending efficiency and pricing insights.07:29 – 09:30 – Challenges in Measurement: Marcel explains why few firms measure key metrics like average billable rate and the inconsistencies in benchmarking them.09:30 – 12:26 – Revenue per FTE Caution: He critiques absolute revenue-per-FTE benchmarks, emphasizing cost structure and geography's role in profitability.12:26 – 14:00 – Look Inward First: Marcel urges agencies to focus inward on their business models instead of seeking external validation.14:00 – 17:33 – Understanding Your Agency Model: Marcel explains how to map team structure, capacity, and time allocation to determine delivery and utilization ceilings.17:33 – 19:48 – Budgets and Cost Breakdown: He emphasizes categorizing hard costs into delivery, sales, admin, and facilities to build a clear financial model.19:48 – 22:44 – Revenue Potential Example: Marcel demonstrates how capacity, utilization rate, and average billable rate determine an agency's revenue potential.22:44 – 25:00 – Delivery Margin and Overhead Benchmarks: He shares benchmarks for delivery margin (50–60%) and overhead costs (20–30% of AGI) to evaluate profitability.25:00 – 28:47 – Operating Profit Targets: Marcel outlines healthy operating profit margins (20–30%) and explains how utilization and billable rates interact within a model.28:47 – 31:00 – Beta Tool for Agencies: Marcel announces Parakeeto's beta software for modeling agency performance, offering free access for listeners to analyze and improve their businesses.Show NotesPricing models / Margin TargetsEpisode on RatesToolkit LinkLink for our beta free access to our model softwareLove the PodcastLeave us a review here.

Agency Life
The Culture Killing Habit You've Gotta Stop w/ Cas Majid

Agency Life

Play Episode Listen Later Dec 12, 2024 38:03


As the saying goes, “Culture eats strategy for breakfast.”  But what if you're killing your culture without even realizing it?Cas Majid, multiple-time agency founder & CEO of Wow Group, an agency to agencies, found himself in a similar situation.  Realizing where one leadership habit was creating a nearly toxic work environment in his agency.In today's conversation with Cas, you'll hear:The culture-killing habit that lead to lower team morale & less client satisfactionThe symptoms Cas recognized to spot the problemHow Cas was able to repair his agency's culture Other Resources Mentioned in Today's Episode:The Ultimate Guide to Capacity Planning by Teamwork.comConnect with Logan on LinkedInConnect with Cas on LinkedInThe ONLY 5 Things Agency Owners Should Be Doing w/ Jason SwenkWant to watch the video version of the podcast on YouTube?Check it out here: Agency Life Podcast on YouTubeHave a question about today's topic? Text it to us here!Want to get more content to support your agency life? Subscribe to the Agency Life newsletter, check out past episodes & find more content at teamwork.com/agencylife. This podcast is brought to you by Teamwork.com.

Screaming in the Cloud
Replay - Finding a Common Language for Incidents with John Allspaw

Screaming in the Cloud

Play Episode Listen Later Nov 26, 2024 29:36


On this Screaming in the Cloud Replay, Corey is joined by John Allspaw, Founder/Principal at Adaptive Capacity Labs. John was foundational in the DevOps movement, but he's continued to bring much more to the table. He's written multiple books and seems to always be at the forefront. Which is why he is now at Adaptive Capacity Labs. John tells us what exactly Adaptive Capacity Labs does and how it works and how he convinced some heroes to get behind it. John brings a much-needed insight into how to get multiple people in an organization on the same level when it comes to dealing with incidents. Engineers and non. John points out the issues surrounding public vs. private write-ups and the roadblocks they may prop up. Adaptive Capacity Labs is working towards bringing those roadblocks down, tune in for how!Show Highlights(0:00) Introduction(0:59) The Duckbill Group sponsor read(1:33) What is Adaptive Capacity Labs and the work that they do?(3:00) How to effectively learn from incidents(7:33) What is the root of confusion in incident analysis(13:20) Identifying if an organization has truly learned from their incidents(18:23) Gitpod sponsor read(19:35) Adaptive Capacity Lab's reputation for positively shifting company culture(24:22) What the tech industry is missing when it comes to learning effectively from the incidents(28:44) Where you can find more from John and Adaptive Capacity LabsAbout John AllspawJohn Allspaw has worked in software systems engineering and operations for over twenty years in many different environments. John's publications include the books The Art of Capacity Planning (2009) and Web Operations (2010) as well as the forward to “The DevOps Handbook.”  His 2009 Velocity talk with Paul Hammond, “10+ Deploys Per Day: Dev and Ops Cooperation” helped start the DevOps movement.John served as CTO at Etsy, and holds an MSc in Human Factors and Systems Safety from Lund UniversityLinksThe Art of Capacity Planning: https://www.amazon.com/Art-Capacity-Planning-Scaling-Resources/dp/1491939206/Web Operations: https://www.amazon.com/Web-Operations-Keeping-Data-Time/dp/1449377440/The DevOps Handbook: https://www.amazon.com/DevOps-Handbook-World-Class-Reliability-Organizations/dp/1942788002/Adaptive Capacity Labs: https://www.adaptivecapacitylabs.comJohn Allspaw Twitter: https://twitter.com/allspawRichard Cook Twitter: https://twitter.com/ri_cookDave Woods Twitter: https://twitter.com/ddwoods2Original Episodehttps://www.lastweekinaws.com/podcast/screaming-in-the-cloud/finding-a-common-language-for-incidents-with-john-allspaw/SponsorsThe Duckbill Group: duckbillgroup.com Gitpod: http://www.gitpod.io/

Agency Life
The AI Opportunity Your Agency Is Missing w/ Richard Banfield

Agency Life

Play Episode Listen Later Nov 14, 2024 51:46


AI is disrupting every industry and maybe it's caused a shake up or 2 in your agency over the last year.  But there's an opportunity that most agencies are likely overlooking.That's according to today's guest, Richard Banfield. Richard is a veteran of agency life, a self-described recovering CEO, multiple time author, now an investor and advisor.  He was the co-founder of Acceleration, which was purchased by WPP several years back.In today's conversation with Richard, you'll hear:How the relevancy & appropriate role of agencies has changed in recent yearsThe 2 ways agencies can help clients with AI adoptionAn analogy that will change how you view your agency's valueResources Mentioned in this Episode:The Ultimate Guide to Capacity Planning by Teamwork.comMeet The Client by Teamwork.comConnect with Logan on LinkedInConnect with Richard on LinkedInWant to watch the video version of the podcast on YouTube?Check it out here: Agency Life Podcast on YouTubeHave a question about today's topic? Text it to us here!Want to get more content to support your agency life? Subscribe to the Agency Life newsletter, check out past episodes & find more content at teamwork.com/agencylife. This podcast is brought to you by Teamwork.com.

World's Greatest Boss
200. Flip It and Reverse It: Simplify Your Goal-Setting Strategy with Amanda McKinney

World's Greatest Boss

Play Episode Listen Later Nov 12, 2024 45:50


No more headaches with trying to manage your global workforce, compliantly hire and pay employees with Deel https://bit.ly/4dSWQXDI'm joined by Amanda McKinney, a goal-setting expert who's here to flip everything you know about setting and reaching your goals. Amanda takes us through her journey to mastering effective goal setting, starting with the importance of capacity planning. She dives deep into why understanding your capacity is crucial for setting goals that actually work and how not doing so often leads to goal failure. But it doesn't stop at failure—Amanda's all about finding what works for you.We reflect on past experiences and how discovering your purpose is tied to not only what you've achieved but what you've learned along the way. Amanda shares her refreshing perspective on the value of goal setting. She highlights how changing your mindset around goals can lead to big breakthroughs. And here's a gem: Amanda believes in a simple, actionable approach to goal-setting, one that flips the usual process on its head.Throughout the conversation, we talk about tracking wins, celebrating successes (big or small), and how to navigate that tricky transition phase when you're shifting between goals. Setting realistic goals is key, and Amanda explains how subtracting time from your days and weeks—yes, subtracting—can make all the difference. Planning for routine and seasonality, the mental load of unfinished tasks, and how empowering your team with capacity conversations can boost your leadership game are all part of the mix too. So, if you're ready to embrace a new way of thinking about goals, this episode is packed with insights to help you, your team, and your business thrive!What you'll hear in this episode:[2:20] Amanda's Journey to Effective Goal-Setting[4:30] The Importance of Capacity Planning[5:45] Understanding Goal Failure[9:05] Reflecting on Past Experiences[12:30] Flipping the Goal-Setting Process[18:00] Tracking and Celebrating Wins[22:45] Navigating the Transition Phase[24:10] Setting Realistic Goals and Subtracting Full Days and Hours[27:30] Planning for Routine and Seasonality[30:10] The Mental Load of Unfinished Goals[36:00] Empowering Your Team with Capacity ConversationsListen to Similar Episodes:Goal Setting to Help Your Team Succeed with Kate EricksonEffective Time and Team Management for Service Based Businesses with Jordan Schanda KingIncorporating personal development tools into your business and culture* Check out Amanda's website https://amandamckinney.com/* Check out the Capacity Calculator https://amandamckinney.com/free/calculator/* Connect with me on LinkedIn https://www.linkedin.com/in/jackiemkoch/* Find more information on my website peopleprinciples.co

Big Dreams Great Teams
Q4 Retention Activities To Power Up Your Team for 2025

Big Dreams Great Teams

Play Episode Listen Later Oct 27, 2024 23:53


In this episode of The Big Dreams Great Teams Podcast, Paula dives deep into the strategic activities you can prioritise in Q4 to wrap up 2024 on a high note and set your business and team up for success in 2025. From celebrating wins and reflecting on lessons learned to checking in on your team's well-being, this episode is packed with actionable insights for small business owners. Paula shares practical tips for incorporating team feedback, recognition, and incentives into your year-end planning. Plus, she explores how these activities will minimise your potential staff turnover, by boosting your team morale and create a proactive, high-performing team who are excited for the year ahead. Don't skip this episode! HighlightsStrategic activities to prioritise in Q4  to set your business and team up for success in 2025Why it's critical to recognise your team's hard work and how learning and reflection activities will boost your culture and proactivity in 2025Whether end-of-year Team Member check-ins are necessary (or if they can be rolled to the new year).Simple ways to incorporate incentives into End Of Year celebrations like Christmas parties in an online or in person wayWhich of these to choose or skip if you are feeling BUSY (or maybe just super tired!) as you run to the finish line of 2024Chapters00:00 Introduction to Year-End Strategies04:22 Capacity Planning and Resource Allocation08:09 The Importance of Performance Reviews10:58 Goal Setting for the New Year12:46 Team Reflection and Celebrating Wins15:33 Feedback and Team Check-Ins19:18 Recognition, Incentives, and Rewards23:31 Strategic Planning for 2025LINKS:Check out & Book a 90 Minute Strategic Clarity Session with Paula >> HereNot sure what you need? Book a FREE call to discuss what's right for you >> Book a Dream Team Discovery CallCONNECT with Paula on Socials: Website:https://paulamaidens.com/Instagram:https://www.instagram.com/paulamaidensconsulting/Facebook: https://www.facebook.com/paulamaidensbuildingawesometeams

The Daily Standup
How Do We Do Better Capacity Planning & Forecasting?

The Daily Standup

Play Episode Listen Later Oct 8, 2024 5:48


How Do We Do Better Capacity Planning & Forecasting? Quarterly planning always seems to creep up on us. It's a busy time, and teams are usually scrambling to get their projects scoped. I used to feel the same pressure — like no matter how much effort I put into planning, something always slipped through the cracks. One challenge for engineering managers is planning capacity while balancing competing priorities like new projects, tech debt, and time off. How to connect with AgileDad: - [website] https://www.agiledad.com/ - [instagram] https://www.instagram.com/agile_coach/ - [facebook] https://www.facebook.com/RealAgileDad/ - [Linkedin] https://www.linkedin.com/in/leehenson/

Agency Life
Small Habits KILLING Your Pitch (Based on Science) w/ Tom Martin

Agency Life

Play Episode Listen Later Oct 3, 2024 56:03


Scientific research shows there are common parts of your deck design and delivery that are causing your agency's pitches to fall on deaf ears.  As today's guest, Tom Martin explains, in some cases, that's pretty close to literally true: your potential clients aren't even hearing the words in your pitch as you deliver it.Tom fell into business development during his early days of business development and now as the founder of Converse Digital, he helps agencies of all sizes turn conversations into new clients.In today's episode, you'll learn:The common mistakes you're probably making in pitch meetings that could easily be avoidedResearched-based advice for nailing both the design & delivery of your pitch decksA pitch meeting example you can steal to wow your potential clientsResources Mentioned in this Episode:The Ultimate Guide to Capacity Planning by Teamwork.comMeet The Client by Teamwork.comConnect with our host, Logan on LinkedInConnect with our guest, Tom on LinkedInWant to watch the video version of the podcast on YouTube?Check it out here: Agency Life Podcast on YouTubeHave a question about today's topic? Text it to us here!Want to get more content to support your agency life? Subscribe to the Agency Life newsletter, check out past episodes & find more content at teamwork.com/agencylife. This podcast is brought to you by Teamwork.com.

Agency Life
The Hire You Can't Afford to Get Wrong w/ Galen Low

Agency Life

Play Episode Listen Later Sep 19, 2024 59:35


There's a role in your agency that has a bigger impact on your bottom line than you realize.  Project Managers are often thought to “just” deliver client projects on time, on scope and on budget.But if you aren't thinking bigger than that “just” mentality, you could be missing the impact of this important role on your agency's profitability.Galen Low, Co-Founder of The Digital Project Manager, has led numerous agency teams–with time spent on everything from project management to business development to account management.  And all those experiences, and now having managed a huge community of project management professionals, has led him to see the true impact PMs can have on agency profits…and how you can maximize that impact.In today's conversation with Galen, you'll hear:How to increase your PMs impact on profitabilityThe 2 most important skills your PMs need to develop (& how to help them level up)How to assess PM talent in an AI-Driven worldA  strange question that might just help you identify the right PM in your next hiring processOther Resources Mentioned in Today's Episode:The Ultimate Guide to Capacity Planning by Teamwork.comMeet The Client by Teamwork.comSubscribe to The AI-Driven MarketerConnect with Logan on LinkedInConnect with Galen on LinkedInWant to watch the video version of the podcast on YouTube?Check it out here: Agency Life Podcast on YouTubeHave a question about today's topic? Text it to us here!Want to get more content to support your agency life? Subscribe to the Agency Life newsletter, check out past episodes & find more content at teamwork.com/agencylife. This podcast is brought to you by Teamwork.com.

Unexplored Territory
#084 - Use cases for vSphere Memory Tiering with Brandon Frost!

Unexplored Territory

Play Episode Listen Later Sep 15, 2024 35:38


Brandon Frost shares his experience with memory tiering and the use of Intel Optane in his large private cloud environment. He explains how memory tiering helped optimize memory usage and reduce costs by offloading cold memory to a non-active tier. He also discusses the challenges of upgrading memory and the benefits of using NVMe-based tiering. Brandon expresses his interest in Project Peaberry, a memory tiering offloading card, and its potential use cases. He highlights the importance of his team in developing capacity data gathering and analytics solutions.Takeaways:Memory tiering helps optimize memory usage and reduce costs by offloading cold memory to a non-active tier.Using NVMe-based tiering provides flexibility and scalability in memory allocation.Project Peaberry, a memory tiering offloading card, offers potential benefits in terms of performance and cost-effectiveness.Effective capacity planning requires robust data gathering and analytics solutions.Brandon Frost emphasizes the importance of his team in developing and implementing memory optimization strategies.Links:VMware Explore session by Brandon and Arvind on memory tieringMemory Tiering blog on vmware.comDisclaimer: The thoughts and opinions shared in this podcast are our own/guest(s), and not necessarily those of Broadcom or VMware by Broadcom.

The Wize Guys
Episode 123: The Power of Capacity Planning for Accounting and Bookkeeping Firms

The Wize Guys

Play Episode Listen Later Sep 12, 2024 13:46 Transcription Available


The WizeHub now houses the best staff capacity planner in the world for Accountants & Bookkeepers. Want a free capacity planning session for your firm?Book a demo here: https://www.wizementoring.com/wizehub-offer/________________________“Businesses don't plan to fail, they fail to plan.” - Ed Chan  In today's episode of The Wize Guys Podcast, Ed Chan and Thomas Sphabmixay deep dive into capacity planning. for accounting and bookkeeping firms. A capacity planner plays a critical role in managing resources, optimizing workflows, and ensuring that the firm can meet client demands efficiently while maintaining high standards of service. It requires a strong understanding of accounting and bookkeeping processes, project management skills, and the ability to adapt to changing client needs and industry trends. ________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Agency Life
300% Higher Lead Conversion After One Change w/ Sean Sweet

Agency Life

Play Episode Listen Later Sep 5, 2024 41:52


They increased lead conversion by 300%, they broke out of their agency's growth slump and are now able to take on more right-fit clients for their agency.How did Sean Sweet and his team at Blend Marketing achieve all that from one year to the next?They made a hard decision that most agencies avoid.  One that you might think would limit your agencies growth and ability to win new clients.In today's conversation, you'll learn:The decision this agency made that helped them avoid a financial hole of nearly £500KThe 2 operations habits they used to avoid an even worse situationHow to manage team communication when times are tough in your agencyResources Mentioned in this Episode:The Ultimate Guide to Capacity Planning by Teamwork.comMeet The Client by Teamwork.comConnect with our host, Logan on LinkedInConnect with our guest, Sean on LinkedInThe Lead Magnet that Pays for Itself w/ Chris DuBois5 Steps to Better Change Management for Agencies w/ Rob SaylesWant to watch the video version of the podcast on YouTube?Check it out here: Agency Life Podcast on YouTubeHave a question about today's topic? Text it to us here!Want to get more content to support your agency life? Subscribe to the Agency Life newsletter, check out past episodes & find more content at teamwork.com/agencylife. This podcast is brought to you by Teamwork.com.

The Wize Guys
Episode 121: Wize Factor Chat: Johanna Eddy - MarginKeepers

The Wize Guys

Play Episode Listen Later Aug 29, 2024 11:25 Transcription Available


What if you could transform your accounting practice to achieve work-life balance and business efficiency? In this episode of The Wize Guys Podcast features WizeFactor Chat, we dive into the journey of Johanna Eddy, the founder of Margin Keepers. Starting her firm in 2017 to balance her career and family life, Johanna shares her experience transitioning from an auditor at a big firm to running her own successful business.Join Wize Claudia as she sits down with Johanna to discuss the evolution of Margin Keepers, the challenges of growing a practice, and the crucial role Wize Mentoring played in her development. From struggling with capacity planning to mastering key financial metrics, Johanna opens up about the transformative impact of joining the Wize Elite program.Discover how Johanna learned to measure capacity scientifically, monitor essential KPIs, and set up her business for long-term success and potential exit strategy. Her story highlights the importance of early investment in coaching and proactive management.Whether you're an accounting practice owner looking to optimize your business or simply interested in the insights and experiences of fellow professionals, this episode offers valuable lessons and inspiration.________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

The Cloudcast
Data Center Buildouts for AI

The Cloudcast

Play Episode Listen Later Aug 14, 2024 29:45


Scott Jarnagin (Founder/CEO of Caddis Cloud Solutions (Caddis Cloud Solutions)) talks about the challenges of building modern data centers to handle the growing demands of AI. SHOW: 847SHOW TRANSCRIPT: The Cloudcast #847 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK:  http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST:  "CLOUDCAST BASICS" SHOW NOTES:Caddis Cloud Solutions (homepage)Topic 1 - Welcome to the show. Before we jump into Caddis Cloud, let's talk a little bit about your background and then what led you to start  the company. Topic 2 - Let's begin by looking at the bigger picture intersection of today's data centers and the growing demand for AI capabilities. How much of a change will current data centers have to go through to be able to support AI at any sort of scale?Topic 3 - How are cloud providers, hosting companies and enterprises evolving to meet the increased demands driven by AI and other high-intensity computing processes?Topic 4 - How would you typically advise an enterprise to think about matching the AI needs to the current and future capabilities of the market? How do they make sure their AI plans aren't going to get sidetracked with the wrong datacenter/cloud choice?Topic 5 - Are there elements of government development/involvement for datacenter expansion that companies should be aware of as they make future plans around AI? Topic 6 - How frameworks does Caddis Cloud typically use to help guide companies that are looking at near-term and long-term data center plansFEEDBACK?Email: show at the cloudcast dot netTwitter: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

Building The Billion Dollar Business
The RIA Growth Illusion

Building The Billion Dollar Business

Play Episode Listen Later Aug 13, 2024 16:07


In this episode, Ray Sclafani discusses the RIA growth illusion and the importance of creating a financial model for organic growth. He emphasizes the need for financial forecasting and modeling to make informed decisions and prepare for future outcomes. Sclafani suggests modeling three scenarios: a normal steady state, a worst-case crash and burn, and an optimistic moonshot scenario. He highlights the benefits of financial modeling, including identifying opportunities and challenges, assessing capacity needs, and enhancing the credibility of your plan. Sclafani also provides five considerations for generating reliable financial models.Key TakeawaysMany firms believe they have achieved organic growth, but it is often more smoke than substance. Financial modeling and forecasting are crucial for making informed decisions and preparing for future outcomes. Modeling three scenarios (steady state, crash and burn, moonshot) provides a foundation for a well-structured financial model. Financial modeling helps identify opportunities and challenges, assess capacity needs, and enhance the credibility of your plan. Considerations for generating reliable financial models include assumptions and input quality, model structure and design, scenario analysis, financial statement integration, and model review and testing. To find this article from The ClientWise Blog click here.Find Ray and the ClientWise Team on LinkedIn | Twitter | Instagram | Facebook |YouTubeFor more information, and to join one of the largest digital communities of financial advisors, visit exchange.clientwise.com

Agents of Nonprofit
Insights on Capacity Planning with Anna Taylor

Agents of Nonprofit

Play Episode Listen Later Apr 29, 2024 40:29


In this episode of Agents of Nonprofit, I sit down with nonprofit expert Anna Taylor to explore the intricacies of capacity building within the nonprofit sector. Drawing from seven years of experience in nonprofit capacity planning, Anna shares valuable insights and practical advice for nonprofit professionals seeking to navigate the complexities of organizational growth.Topics We Cover:The world of capacity building within nonprofit organizationsAnna's journey from a corporate volunteer program to becoming a key player in nonprofit capacity planningThe definition of capacity planning and its importance in assessing resources, program needs, and organizational evolutionManpower, fundraising strategies, access to expertise, and organizational systemsAligning staffing needs with program requirements and leveraging diverse expertise within nonprofit teams.Challenges and opportunities facing nonprofit organizations in navigating capacity planning and fundraising effortsEvolving role of technology, including AI, in capacity planning, and the importance of human expertise in interpreting AI-generated insights.To Learn More and Connect with Anna:TheGreaterSum.orgAnna Taylor on LinkedInSupport the Show.

Fiercely Freelance
Your Schedule is Your Success: Capacity Planning Like a Pro

Fiercely Freelance

Play Episode Listen Later Feb 27, 2024 14:26


Have you ever wondered how the pros schedule their day? Then you're in the right place! In this episode, I give you a couple of tips for a better work schedule and talk about capacity planning to improve your workload to succeed with your business. As a mom who has to juggle between having her own business, school runs, and managing my home, a good work schedule is a MUST for me. Since then, I've also learned how important it is for business owners, freelancers, and service providers as well. Listen in to learn more about tips that will help you improve your schedule and capacity planning, a tool that has helped many service providers. And while you do that, get ready for your pricing reckoning with my new pricing course, Rates Recharged – the doors are open now!https://www.ceelslockley.co/rates-rechargedThank you to our sponsors of this episode, Harriet Evans OBM – an operations agency specialising in streamlining systems and processes for service providers. Turn chaos to calm, stress to serenity and never-ending admin to seamless automation.Quote CEELS to claim your free mini audit of your onboarding process: www.harrietevans-obm.com ::FOLLOW + CONNECT WITH CEELShttps://www.instagram.com/ceels.lockley/https://www.linkedin.com/in/ceels/::GET MY WEEKLY EMAILSSubscribe for Profitable Peace, the weekly email series that teaches you how to double your corporate salary working just 20hrs/week:https://www.ceelslockley.co/email-list::APPLY FOR COACHINGSubmit an application for my 1:1 coaching and group programs:http://ceelslockley.co/application

The Agency Profit Podcast
Mastering Utilization and Capacity Planning for Agency Profits

The Agency Profit Podcast

Play Episode Listen Later Jan 24, 2024 40:26


0:00-2:00  –  Introduction to the solo cast episode focusing on utilization rates, emphasizing its significance for agencies.2:00-6:00  –  Historical context of utilization, highlighting its relevance in the billable hour era and its evolving role in the modern agency landscape.6:00-11:30 – Challenges in measuring utilization, emphasizing variations in defining billable hours and capacity, hindering benchmarking efforts.11:30-15:00 – Emphasis on a comprehensive management framework and the interconnectedness of utilization with financial metrics.15:00-18:00 – Discussion on the impact of utilization on agency profitability and the absence of a universal benchmark.18:00-22:30 – Introduction to the Parakeeto framework and its consistent approach to calculating utilization within a broader context.22:30-26:00 – Insight into utilization as a lever affecting delivery margin, with examples highlighting potential discrepancies in profitability.26:00-30:00 – Exploration of the formula for utilization, defined as delivery hours over capacity, with detailed explanations of each component.30:00-34:00 – Importance of considering delivery hours over billable hours in the context of utilization, using examples to illustrate profitability discrepancies.34:00  – End Conclusion on the significance of a thoughtful and consistent metric aligned with a broader management framework, with a focus on the flexibility of the Parakeeto framework.Show Notes:Capacity Planning 101: Strategies, Benefits, and Challenges: https://parakeeto.com/blog/capacity-planning-101-strategies-benefits-and-challenges/Toolkit: https://parakeeto.com/toolkit/Calculator: https://parakeeto.com/blog/utilization-rate-calculator/Utilization Rate & Capacity Forecasting: Marketing Agency's Guide: https://parakeeto.com/blog/resource-utilization-capacity-planning-for-marketing-agency-2/

Owned and Operated
#89- Extreme Weather Prep: Optimizing HVAC & Plumbing Operations

Owned and Operated

Play Episode Listen Later Jan 23, 2024 28:29 Transcription Available


When you work in a weather-enhanced business, there are tons of opportunities when you're prepared. John and Jack share their game places to make sure operations run smoothly. The extreme temperatures and cold, wet, and windy weather encompass all facets of John's 5 trades: Cold impacts HVAC, wet affects plumbing, drains, and remediation, and wind plays a crucial role in power-related electrical services. This significantly influences how you should be thinking about scheduling, capacity, and your ability to serve your customers.Episode Hosts:John Wilson: @WilsonCompaniesJack Carr: @thehvacjack Special thanks to our sponsor: Service Scalers: Looking to scale your home service business? Service Scalers is a digital marketing agency that drives success in PPC and LSA. Discover more growth strategies by visiting Service Scalers.Check out Owned and Operated Weekly Insights: a newsletter where John discusses topics ranging from recruiting and marketing to the growth of your home service business.  Subscribe to the newsletter here.Contact us:Youtube: @OwnedandOperatedPodcastX: @ownedoperatedcowww.ownedandoperated.cominfo@ownedandoperated.com

E29: Building Sales Capacity: Bonfire VC's Brett Queener on the Ratios Salesforce Used

Play Episode Listen Later Jan 12, 2024 58:20


In this episode, Bonfire VC partner Brett Queener, who was also the first sales ops and sales strategy person at Salesforce, shares insights on staffing ratios and building sales capacity. Brett unleashes his wisdom on driving alignment and setting sales quotas, forecasting revenue for new products, targeting existing customers vs. net new, the importance of sales enablement, expanding product offerings and TAM, the risks of predicting revenue for new products, long-term forecasting and investment, and avoiding an identity crisis. Supercharge financial operations with Maxio. Request a demo at www.maxio.com/runthenumbers for 10% off your first year. --- PSA: Run The Numbers has a new Spotify and Apple show link. Follow the links to subscribe and ensure you'll never miss an episode Apple: https://podcasts.apple.com/us/podcast/run-the-numbers/id1723787140 Spotify: https://open.spotify.com/show/0zQCkklNnVgMD364kCW5SV --- SPONSORS: Maxio | Tropic | Thoropass Maxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages.

Run The Numbers
E29: Building Sales Capacity: Bonfire VC's Brett Queener on the Ratios Salesforce Used

Run The Numbers

Play Episode Listen Later Jan 12, 2024 57:50


In this episode, Bonfire VC partner Brett Queener, who was also the first sales ops and sales strategy person at Salesforce, shares insights on staffing ratios and building sales capacity. Brett unleashes his wisdom on driving alignment and setting sales quotas, forecasting revenue for new products, targeting existing customers vs. net new, the importance of sales enablement, expanding product offerings and TAM, the risks of predicting revenue for new products, long-term forecasting and investment, and avoiding an identity crisis. Supercharge financial operations with Maxio. Request a demo at www.maxio.com/runthenumbers for 10% off your first year. --- SPONSORS: Maxio | Tropic | Thoropass Maxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages.

The Wize Guys
Episode 80: What is the Concept of Having a Deep and Narrow Team Structure?

The Wize Guys

Play Episode Listen Later Nov 16, 2023 12:14 Transcription Available


Find out how you can manage your team with the WizeHub!WizeHub now houses the best staff capacity planner in the world for Accountants & Bookkeepers. Want a free capacity planning session for your firm? Book a demo here: https://www.wizementoring.com/wizehub-offer/______________________In this week's episode of The Wize Guys Podcast,  Ed Chan, Jamie Johns, and Tim Causbrook share the concepts of a deep and narrow team structure for every accounting practice.Find out why leading is important, the ideal process for a new team structure, how managing people could help, and the analogies behind having a successful team. Watch as the right business structure paves the way for career progression, competitive client rates, and beneficial returns on investments. So, are you ready for a business revolution? Let's get started!________________ PS: Whenever you're ready… here are the fastest 3 ways we can help you transform your accounting/bookkeeping practice: 1. Join 40,000+ subscribers to our transformation Friday tips – Every Friday, our Wize Mentor and Thought Leader of the Year, Ed Chan will send one actionable insight from his experience of building a $20 million accounting firm that still runs without him – Subscribe here 2. Download one of our famous Wize Accountants Growth Playbooks – Our FREE Playbooks on how to build and scale your firm are more valuable than most PAID business coaching programs! See for yourself – Download here 3. Join the waiting list for a free login to the world's best accounting business intelligence software for scaling your firm. Take a look at the app we use to build our own $10million firm in just 7-hours a week – Get a FREE login here

Building The Future Show - Radio / TV / Podcast
Ep. 558 w/ Tom Frazier Eric Co-Founder & CEO & Appelblom Co-Founder & CSCO Redivider Story

Building The Future Show - Radio / TV / Podcast

Play Episode Listen Later Nov 11, 2023 45:49


We Are Here To Change ThingsThe data center industry faces critical challenges to meet demands over the next 10-20 years including. We addresses all three of these issues by defining the concept of 'energy as impact.'Minimizing Time to Powerto unlock new locations at an entirely new rate compared to traditional facilities Capacity Planning for the escalating demand for processing, latency, storage & securityGlobally-Aligned Sustainabilityincluding considerations for reducing carbon emissions, conserving energy, utilizing renewable energy sources, minimizing water usage, and reducing waste.https://redivider.co/about-us

Alternative Convos with Charles Kojo Vandyck

Welcome everyone to this episode of Charles Speaks on Alternative Convos. In this edition we we will explore the topic, "Capacity Planning". Alternative Convos Podcast is a dynamic and engaging talk show that aims to foster unity and drive positive transformation in Africa. Alternative Convos Podcast is your go-to source for thought-provoking conversations that inspire change.

PAC's All Access Pass Podcast
Clinical Capacity Planning: The Value of Engaging the Access Leader

PAC's All Access Pass Podcast

Play Episode Listen Later Nov 2, 2023 23:51


Matching provider resources to patient demand is a tricky equation to balance. How do you achieve equilibrium when the supply is fixed, the demand is hard to measure, and the price doesn't adjust? This is the challenge access leaders face when trying to manage clinic capacity - no easy task! Join Melanie Cassamas, Senior Director of Ambulatory Capacity Management, Massachusetts General Hospital,  Paul Roher, Director of Access, University of Colorado School of Medicine,  Rebecca Carey, Administrative Director of Patient Journey Optimization, Stanford Health as they discuss this topic.

Real-Time Analytics with Tim Berglund
Optimize Pinot Performance: Capacity Planning with Sandeep Dabade | Ep. 29

Real-Time Analytics with Tim Berglund

Play Episode Listen Later Oct 30, 2023 27:04


Follow: https://stree.ai/podcast | Sub: https://stree.ai/sub | New episodes every Monday! In this episode of the 'Real-Time Analytics' podcast, dive into the world of Pinot capacity planning with Sandeep Dabade, a solutions engineer at StarTree. Discover how to calculate the perfect cluster size for your real-time analytics requirements and explore essential technical KPIs like read throughput, write throughput, and data size. Sandeep shares invaluable insights into optimizing Pinot for seamless data processing and analytics, making this episode essential for anyone tackling real-time data challenges.Sandeep's blogs:► https://startree.ai/blog/best-practices-for-designing-tables-in-apache-pinot► https://startree.ai/blog/star-tree-indexes-in-apache-pinot-part-1-understanding-the-impact-on-query-performance► https://startree.ai/blog/star-tree-indexes-in-apache-pinot-part-2-understanding-the-impact-during-high-concurrency► https://startree.ai/blog/star-tree-index-in-apache-pinot-part-3-understanding-the-impact-in-real-customer

weWFM Show
Mastering Resource Planning and Intraday Automation

weWFM Show

Play Episode Listen Later Oct 19, 2023 41:08


In this episode, we chat with Resource and Capacity Planning expert David Preece, Principal Solution Consultant at QStory. David shares his career journey, insights into Intraday Automation at QStory, and its impact on workforce productivity. He emphasizes data-driven decision-making and offers a glimpse into the future of Workforce Management. Join us for a conversation with a true industry master!

Hiring On All Cylinders
Ep 20: The Importance Of Advanced Capacity Planning With Alex Marshall

Hiring On All Cylinders

Play Episode Listen Later Aug 2, 2023 30:17


In this episode, Talentful CEO and co-founder Chris Abbass dives into one of the most pressing challenges in talent acquisition - capacity planning. Joined by Alex Marshall, CEO at Taltrix, they discuss the impacts of the COVID-19 "boom and bust cycle", the surging demand for recruiters, and the turmoil faced by many TA teams in recent months. As an expert in advanced capacity planning, Alex shares insightful analysis of the various problems troubling the industry. Tune in to this episode to hear Alex's optimistic view on how organizations can use strategic planning to adapt and succeed in any business climate. This episode is sponsored by ⁠Talentful ⁠- Subscription talent solutions for the world's most innovative

Live Better. Sell Better.
Unlocking Growth Potential: The Hidden Secrets of Top-of-Funnel Metrics

Live Better. Sell Better.

Play Episode Listen Later Jul 18, 2023 30:31


Does this sound familiar? You've been told to hire more salespeople to boost  your declining sales, but it's not delivering the results you expected. The  pain of investing time and money into new hires without seeing significant  growth can be frustrating. In this episode, we'll show you a more effective  approach by focusing on top-of-funnel metrics and lead qualification to drive  sustainable growth and overcome this challenge.In this episode, you will be able to:Unravel the impact of leading metrics and lead qualification in  powering growth.  Disclose the efficacy of harmonized messaging in enhancing the resultsof sales talks.  Extract valuable cues from customer interactions to bolster your  messaging strategy.  Familiarize with the magic of six probing questions to collect vital  feedback and optimize messaging.  Appreciate the importance of building faith and formulating a method  for uniform message uptake.The key moments in this episode are:           00:00:06 -                          Introduction,            00:01:03 -                          The Issue of Throwing People at Problems,            00:03:37 -                          Analyzing Top of Funnel,            00:06:26 -                          Fine-Tuning Messaging,            00:10:22 -                          Messaging vs. People Problem,            00:13:08 -                          Messaging and Sales Process,            00:14:38 -                          Understanding Capacity,            00:15:11 -                          Timing and Capacity Planning,            00:17:23 -                          Quality Over Quantity,            00:21:10 -                          Hiring the Right Way,            00:25:28 -                          Leading with Why in Communication,            00:26:24 -                          Involving the Team in Hiring and Growth,            00:27:20 -                          Evolving and Adapting to Change,            00:28:29 -                          Prioritizing Physical and Mental Health,            00:29:45 -                          Finding Adam J Online,           

TrendsTalk
Labor Capacity Planning with Michael Feuz

TrendsTalk

Play Episode Listen Later Jun 30, 2023 5:41


Labor challenges have been top of mind for business leaders for some time now. Tune in to the latest episode of TrendsTalk as ITR Economist Michael Feuz discusses ongoing labor issues and our expectations for the future.

Agency Blueprint
Season 8 | Ep 86 | Agency Resourcing & Capacity Planning with Alyson Caffrey

Agency Blueprint

Play Episode Listen Later May 19, 2023 27:27


How streamlined are resource and capacity planning in your agency? To streamline operations and scale your agency, you must be willing to do the hard things others aren't doing. Knowing your numbers and your team's involvement is crucial to understand your time utilization and operational cost. In this episode of The Agency Blueprint, I'm joined by Alyson Caffrey, the founder of Operations Agency and co-creator of the Operations Simplified Framework. She helps streamline the back-end ops for a multitude of brands, but mostly digital and creative agencies. She explains the importance of time tracking, diligently updating your project management tools, and leading by example to scale your agency. Take advantage of this episode to learn more about time tracking, utilization, and standardizing core services! Key Questions: [01:50] What are the biggest mistakes you see agencies make when it comes to resourcing and planning? [08:08] What's your recommendation for someone without any reporting or tracking for their resourcing or planning and looking to start? [16:05] What are your thoughts on how to start resource planning and technology to leverage? What You'll Discover: [02:06] Standardize your core services to capacity plan well and avoid being all over the place. [04:18] How to avoid perfectionism and hiring a specialty “unicorn” person who does everything. [08:20] How to track your time and your team's time to understand your basic capacity. [16:17] How to streamline your agency's day-to-day by setting up time tracking and a comfortable project management tool. [24:04] The importance of doing the hard things others aren't doing to scale your business gradually. Connect with Alyson: WebsiteLinkedIn

Free Time with Jenny Blake
188: Energy Capacity Planning, Pricing, and Finding Resonant Masterminds with Kelli Thompson

Free Time with Jenny Blake

Play Episode Listen Later May 12, 2023 48:05


When today's guest, Kelli Thompson, was overwhelmed by opportunity—a level of success she had been dreaming of and working diligently toward—she knew she needed a roadmap to better manage her time and energy, stat. In this conversation, we unpack how she created an Energy Capacity Plan (a woman after my own spreadsheet-loving heart!), how to create yours, why it doesn't need to be a detailed calendar grid sliced into specific 15-minute increments, and how that plan can inform your pricing. In the second half, we also talk about masterminds — when to join, what to watch out for, and how to determine which one/s are right for you. If you haven't already, be sure to check out our conversation for the Pivot podcast on 315: Intuition-Building, Spotting Pedestal Syndrome, and Closing the Confidence Gap. More About Kelli: Kelli Thompson is a women's leadership coach and speaker who helps women advance to the rooms where decisions are made. She has coached and trained hundreds of women to trust themselves, lead with more confidence, and create a career they love. She is the founder of the Clarity & Confidence Women's Leadership Program, and a Stevie Award winner for Women in Business—Coach of the Year. She is the author of Closing The Confidence Gap: Boost Your Peace, Your Potential & Your Paycheck, which was selected as a must-read by The Next Big Idea Club.

The Sales Compensation Show
How to Align Sales Compensation with Corporate Goals with Shiv Walia, Senior Manager of Global Sales Compensation at Mindbody

The Sales Compensation Show

Play Episode Listen Later May 9, 2023 37:58


In this episode of The Sales Compensation Show, Shiv Walia, Senior Manager of Global Sales Compensation and Sales Operation Manager at Mindbody, joins host Justin Lane to discuss a wide range of topics centered around sales compensation, including the importance of aligning sales compensation plans with corporate goals and future trends in sales compensation management. Shiv also touches on the metrics to track for evaluating the results of sales plans.

More than a Few Words
#823 Capacity

More than a Few Words

Play Episode Listen Later Mar 5, 2023 1:18


I spent the early part of my career in manufacturing. One of the most important lessons I learned was that of capacity.  When you know how much you can produce you can set realistic targets for your our sales team, making sure they don't  sell more than you could produce. At the same time you don't want them selling so far below your capacity you are sitting around twiddling your thumbs. Understanding your capacity is gives you tremendous control over your pricing. If you're bumping up against your capacity constraint, don't add another employee. Just raise your price. Now you make more money and actually do less work.  Capacity Planning is just one element of your overall business plan.  Ready to work on your plan?  Check out our self-paced business plan workshop. 

The Engineering Leadership Podcast
Resilience engineering, learning from incidents and unintuitive perspectives on incident analysis w/ John Allspaw #116

The Engineering Leadership Podcast

Play Episode Listen Later Feb 7, 2023 42:38


We cover resilience engineering & learning from incidents with John Allspaw, former CTO @ Etsy and current Founder & Principal @ Adaptive Capacity Labs! Co-hosted by Kenji Kiuchi (Head of Quality and Performance @ Postman) this episode also addresses common unintuitive perspectives within resilience engineering, strategies for effective incident response / problem solving, how to identify current sources of resilience, and practical tips for implementing these resiliency tactics in your organization today.ABOUT JOHN ALLSPAWJohn Allspaw (@allspaw) has worked in software systems engineering and operations for over twenty years in many different environments. John's publications include the books The Art of Capacity Planning (2009) and Web Operations (2010) as well as the forward to “The DevOps Handbook.”  His 2009 Velocity talk with Paul Hammond, “10+ Deploys Per Day: Dev and Ops Cooperation” helped start the DevOps movement. John served as CTO at Etsy, and holds an MSc in Human Factors and Systems Safety from Lund University."The competitive advantage is not for a leader to say, ‘Why did it take so long to restore this issue or resolve this outage?' A competitive advantage is, ‘Oh my God, that is amazing. Tell me what made this hard and what are any of the things that made it difficult to resolve? Is there anything I can do to help get out of the way for people to do the work?'"- John Allspaw   ABOUT KENJI KIUCHIKenji Kiuchi (@dr_kiuchi) is Head of Quality and Performance at Postman, an API platform whose mission is to maximize everyone's creativity through the power of connected software. There he leads a global team with a focus on maximizing user delight and innovating the practice of testing. Before coming to Postman, he spent several years ‘Helping people get Jobs” at Indeed. There, he worked on scaling teams and practice to optimize engineering delivery as well as leading Diversity, Inclusion and Belonging initiatives as an Associate Site Director. Prior to Indeed, Kenji spent several years as an Engineering Manager at Twitter where he led Quality efforts across monetization, growth, infra and the delivery of live video. When Kenji isn't driving engineering excellence, he's driving his motorcycle, spending quality time with his 3 daughters, and mentoring leaders across the globe.Check out our friends and sponsor, JellyfishTo learn more about Jellyfish and how they can help you increase engineering satisfaction and create happier, higher-performing engineering teams...Learn more at Jellyfish.co/elcSHOW NOTES:John's perspective on production (4:27)What drove John toward resilience engineering (6:22)How complex systems relate to resilience engineering (9:23)Differences between robustness and resilience (13:13)The role of productive adaptation in resilience engineering (17:26)Identify sources of resilience already present in your organization (22:52)Examples of unintuitive perspectives involving incident analysis (27:15)How to make room for unintuitive perspectives (31:41)Practical tips for implementing resiliency tactics & understanding incidents (36:12)Rapid fire questions (39:51)LINKS AND RESOURCESLearning From Incidents Conference 2023 - This is a forum for sharing stories of incidents, incident handling, and the learnings from software engineers who handle large-scale distributed software systems.Hindsight and Sacrifice Decisions Blog Post on Adaptive Capacity Labs reaction to the NYSE halting trading to resolve an issueUsing Language by Herbert H. Clark - Herbert Clark argues that language use is more than the sum of a speaker speaking and a listener listening. It is the joint action that emerges when speakers and listeners, writers and readers perform their individual actions in coordination, as ensembles. In contrast to work within the cognitive sciences, which has seen language use as an individual process, and to work within the social sciences, which has seen it as a social process, the author argues strongly that language use embodies both individual and social processes.Papers We Love TalkVisual Momentum

Paint ED Podcast
Capacity Planning: PaintED Podcast

Paint ED Podcast

Play Episode Listen Later Nov 29, 2022 55:36


Differentiating yourself is the first step to planning. In this episode of the PaintEd Podcast, Torlando Hakes talks to Tommy Mello. Tommy starts the talk show by introducing himself and his upcoming book that helps to build a company where everybody wins.He addresses that everyone should put themselves out in the market, ask questions and see what the successful people are doing. They further discuss business insights. Torlando says, there are so many tips to succeed in business, but a lot o the time, implementing those tips stops us from growing. Tommy further states the key marketing strategy to survive and thrive -Setting budget. -Make sure to use Pinterest as a lead source. Read the book dream 100 and understand the big HOA -Reach out to past clients and ask for video testimonials. Watch the episode on PCA Overdrive PCA Overdrive is free for members. Not a member? Try our 30-day, free trial; $5.99/mo after. Download the app on the Apple Store or Google Play. Become a PCA member

CPE Today
How to Navigate Staff Shortages With Capacity Planning

CPE Today

Play Episode Listen Later Nov 16, 2022 60:00


Accounting shortages are impacting the financial industry for every accounting firm, regardless of size.  This is causing Senior Accounting partners to do the jobs of entry-level employees.  If firms are lucky enough to find the talent, they need for all their job position levels, they see high turnover rates because their employees are being headhunted for more money daily.  As the saying goes, good firms attract good talent. The good news is that there are legions of talent available, but firms must be willing to change how they work.  Modern technology lets our clients and team members come from anywhere worldwide.  By changing how we work, we can find the right talent at the right level at the right time to complete our tasks as efficiently as possible by building a global hybrid team.  Some firms specialize in helping small firms build effective global teams. Navigating the talent shortage is not something small firms need to do alone. Join Randy Johnston and Nick Sinclair, founder of TOA Global, as they discuss how staffing shortages impact the financial sector, how to attract and retain talent, and what attributes of a talent team provider you should look for when trying to build a global team. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/toa1/. Take a quick 5 question quiz and get your certificate today. Super Easy!  Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com) Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement. Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

Unsubscribe: The demandDrive Podcast
Opt In: Forecasting & Capacity Planning

Unsubscribe: The demandDrive Podcast

Play Episode Listen Later Nov 15, 2022 7:26


Join AJ and Alex for another episode of Opt In! Snag a recap of our onDemand webinar with Lindsay in 7.5 minutes! One of the biggest reasons SDR teams underperform? It's not a lack of tech. It's not bad management. It's not limited training. All of those things are problems, but they pale in comparison to bad goal-setting. More often than not, leadership teams end up creating unattainable, unmeasurable, and unmanageable goals for their SDR function. That trickles down to the SDR manager, who attempts to build a team that can hit those lofty expectations… And that trickles down to the SDR, who ends up burning themselves out in the process. Then, it's ‘rinse and repeat' with a new crop of reps. AJ and Alex talk about how you can solve this problem in our latest Opt In. In it, they cover some of the points that Lindsay Frey (dD Co-Founder & CEO) made in her onDemand Webinar on Forecasting and Capacity Planning. Some of the big takeaways include:

Smart HVAC Marketing
Capacity Planning & Scheduling for High-Value Jobs

Smart HVAC Marketing

Play Episode Listen Later Oct 25, 2022 30:03


On this episode we are joined by Matthew Weppner of Schedule Engine. Matthew is the Enablement Manager at Schedule Engine, before that Matthew was a CSR at Uber. (before Uber was what we know it as today!) Matthew and Eric discuss how to handle high call volume and how to prioritize calls using Service Titan technologies and software.  Matthew touches upon the importance of using data insights for upsells, taking higher paid jobs, and using softwares to track inventory for your techs. Matthew says that going forward the industry needs to note that convenience is king, always.

Streaming Audio: a Confluent podcast about Apache Kafka
Capacity Planning Your Apache Kafka Cluster

Streaming Audio: a Confluent podcast about Apache Kafka

Play Episode Listen Later Aug 30, 2022 61:54 Transcription Available


How do you plan Apache Kafka® capacity and Kafka Streams sizing for optimal performance? When Jason Bell (Principal Engineer, Dataworks and founder of Synthetica Data), begins to plan a Kafka cluster, he starts with a deep inspection of the customer's data itself—determining its volume as well as its contents: Is it JSON, straight pieces of text, or images? He then determines if Kafka is a good fit for the project overall, a decision he bases on volume, the desired architecture, as well as potential cost.Next, the cluster is conceived in terms of some rule-of-thumb numbers. For example, Jason's minimum number of brokers for a cluster is three or four. This means he has a leader, a follower and at least one backup.  A ZooKeeper quorum is also a set of three. For other elements, he works with pairs, an active and a standby—this applies to Kafka Connect and Schema Registry. Finally, there's Prometheus monitoring and Grafana alerting to add. Jason points out that these numbers are different for multi-data-center architectures.Jason never assumes that everyone knows how Kafka works, because some software teams include specialists working on a producer or a consumer, who don't work directly with Kafka itself. They may not know how to adequately measure their Kafka volume themselves, so he often begins the collaborative process of graphing message volumes. He considers, for example, how many messages there are daily, and whether there is a peak time. Each industry is different, with some focusing on daily batch data (banking), and others fielding incredible amounts of continuous data (IoT data streaming from cars).  Extensive testing is necessary to ensure that the data patterns are adequately accommodated. Jason sets up a short-lived system that is identical to the main system. He finds that teams usually have not adequately tested across domain boundaries or the network. Developers tend to think in terms of numbers of messages, but not in terms of overall network traffic, or in how many consumers they'll actually need, for example. Latency must also be considered, for example if the compression on the producer's side doesn't match compression on the consumer's side, it will increase.Kafka Connect sink connectors require special consideration when Jason is establishing a cluster. Failure strategies need to well thought out, including retries and how to deal with the potentially large number of messages that can accumulate in a dead letter queue. He suggests that more attention should generally be paid to the Kafka Connect elements of a cluster, something that can actually be addressed with bash scripts.Finally, Kris and Jason cover his preference for Kafka Streams over ksqlDB from a network perspective. EPISODE LINKSCapacity Planning and Sizing for Kafka StreamsTales from the Frontline of Apache Kafka DevOpsWatch the video version of this podcastKris Jenkins' TwitterStreaming Audio Playlist Join the Confluent CommunityLearn more on Confluent DeveloperUse PODCAST100 to get $100 of free Cloud usage (details)  

Sage Advice Podcast
Thought Leader - Ian Vacin on capacity planning for accounting professional firms

Sage Advice Podcast

Play Episode Listen Later Jul 6, 2022 11:57


Ian Vacin is a founder and chief partnerships officer of KarbonHQ. Ian's experience as VP of Product Marketing at Xero and Intuit allowed him to chat to thousands of accountants over the past decade, understanding what challenges the industry faces, understanding how accountants can improve their productivity and profitability through better workflows, and ensuring new products can cater for these needs.

Operations
#throwback The Art & Science of Snowflake's Sales Capacity Planning with Rachel Haley

Operations

Play Episode Listen Later Mar 25, 2022 37:48


This week, we're throwing it back to the most popular episode of Operations ever.It's hard to take what looks like a perfect plan on paper and translate that to real life. It's even harder inside of a hypergrowth company. In this episode, we go inside one of the fastest growing companies out there: Snowflake.Our guest Rachel Haley spent two and a half years at Snowflake as their Senior Director of Sales Operations, and is now the co-founder and CEO of Clarus Designs, a consulting firm focused on operational efficiency.Rachel saw Snowflake explode from 30 reps to 450 during her time there. In our conversation, we talk about the insane growth she saw, how they were constantly planning and re-planning at Snowflake, and why Snowflake's CRO once told her he wished they had invested and hired in Sales Ops even sooner.Like this episode? Be sure to leave a ⭐️⭐️⭐️⭐️⭐️⭐️ review and share the pod with your friends! You can connect with Sean on Twitter @Seany_Biz and @DriftPodcasts.

The Empowering Women Podcast
Empowering Women Podcast S3: Wende Goble, The Gift of Grit

The Empowering Women Podcast

Play Episode Listen Later Dec 15, 2021 51:46


Episode 15 (Season 3) of the Empowering Women PodcastABOUT OUR GUEST:  Wende Goble is a curious, fact finder who does not like the word NO and CAN'T when finding creative outlets to solve problems, who leaps tall orders during disasters and will find generators and deliver water in a quick nano second in an emergency situation.  Friendships and networking are her game; she loves to hear others stories of their life goals and careers, everyone that crosses her path has an interesting story.  Her career path has been non-traditional filled with peaks and valleys that has given Wende grit and grace and has allowed her to view all situations as an opportunity.Wende's career path has included various roles in the Supply Chain sector in Master Planning, Capacity Planning, Buyer, Category Management, and Logistics within medical, apparel, mining equipment, and currently in HVAC markets.   She has been recognized for CEO and Chairman awards with VF Corporation for successfully managing a systems integration project and Trane Technologies for humanitarian relief for hurricanes in Puerto Rico and Lynn Haven, Florida.Her absolute passion is within the arts.  Wende grabbed the opportunity to launch her own successful photography business.  Photography has allowed her the opportunity to capture special events for others; creating an environment of comfort for a person to express their authentic self.  Photography is now a hobby that channels a creative outlet when life becomes too structured.CONNECT WITH WENDELinkedIn  EPISODE AND EMPOWERING WOMEN IN INDUSTRY LINKSGrit:  The Power of Passion and PerseveranceMargaret Heffernan: Forget the Pecking Order at Work (Super Chicken TED Talk)Empowering Women WebsiteEmpowering Women Slack ChannelEmpowering Women Events (Including Meet Ups)QUOTES“There is no such thing as no.  Everything and anything is possible.”“I do not like to be put in a box.  I like to be outside of that box. I want to be different.”The Gift of Grit:  “I am going to do this for me not for anybody else.”Wende's number one mantra:  “It's all about relationships. I've learned so much from individuals that have been one of my resources along the line.”“I wanted the core of my brand to be all about relationships.  It's where I am today; authenticity and relationships is key.”Imposter Syndrome: “ There are days when I have the black crow on my shoulder. They like to chatter all around and you just have to put them in a corner.”The Power of No.  Wende uses this in two ways:(1)   In Setting Boundaries(2)   Avoid Saying No to Possible:  “Open yourself to possibility.”“There were times when we thought ‘we can't do this'.  But you would pick me up or I would pick you up. We were never on the same page as quitting.”On crucial conversations: “I tend to second guess myself when I bring up a topic that I passionately believe in but do not want to hear the word ‘no'…. Focus on if I do not say anything, will anything happen?”