Podcasts about key results

BONUS: Tom Gilb on Building True Engineering Culture and Delivering Value Through Evolutionary Methods In this BONUS episode, we dive deep into the world of true engineering discipline with Tom Gilb, a pioneer who was writing about Agile principles before Agile was even named. We explore his latest book "Success - Super Secrets & Strategies for Efficient Value Delivery in Projects and Programs, and Plans" and uncover the fundamental flaws in how organizations approach project delivery and stakeholder management. The Genesis of Success-Focused Engineering "People were failing at project deliveries - even when using Agile. I saw there was very little about setting clear goals and reaching them, it had nothing to do with being successful." Tom's motivation for writing his latest book stems from a critical observation: despite the widespread adoption of Agile methodologies, project failure rates remain unacceptably high. The core issue isn't methodology but rather the fundamental lack of clarity around what success actually means. Tom emphasizes that true success is about achieving the improvements you want at a price you can afford, yet most organizations fail to define this clearly from the outset. In this segment, we refer to the book How Big Things Get Done by Bent Flyvbjerg who published statistics on the poor performance of projects in general. Beyond OKRs: The Power of Quantified Multi-Dimensional Objectives "First you need to have a definition of what it means to succeed. And that needs to be multi-dimensional. And you need to clarify what they are." While many organizations believe they're already quantifying objectives through frameworks like OKRs, Tom reveals significant weaknesses in these approaches. True value isn't just profit—it encompasses multiple dimensions including security, usability, and other stakeholder-specific benefits. The key insight is learning to quantify what needs to be achieved across all critical dimensions, as you simply cannot design for high-quality attributes like security without first quantifying and designing for them explicitly. In this segment, we talk about Tom's paper on OKR's titled "OKR Objectives and Key Results: what's wrong and how to fix it". The Missing Engineering Discipline "Why is the failure rate of our projects so high?" Tom identifies a paradoxical problem: engineering organizations often lack true engineering discipline. This fundamental gap explains why project success rates remain low despite technological advances. Real engineering requires systematic approaches to design, stakeholder analysis, and incremental value delivery—disciplines that are often overlooked in favor of rushed implementations. Stakeholder Analysis: Beyond User Stories "Stakeholders have a requirement - even if we don't know it. They might be people, but also law, contract, policies, etc. They all have requirements for us." Traditional user-centered methods like user stories can lead to failure when critical stakeholders are overlooked. Tom advocates for comprehensive stakeholder analysis as the foundation of engineering discipline. Stakeholders aren't just people—they include laws, contracts, policies, and other constraints that have requirements for your system. The practical tip here is to use AI tools to help identify and list these stakeholders, then quantify their specific requirements using structured approaches like Planguage. The Gilb Cycle: True Incremental Value Delivery "Get things done every week, next week, until it's all done. We need to decompose any possible design into enough increments so that each increment delivers some value." What distinguishes Tom's evolutionary approach from popular Agile frameworks is the focus on choosing the most efficient design and then systematically improving existing systems through measured increments. Each increment must deliver tangible value, and the decomposition process should be aided by AI tools to ensure optimal value delivery. This isn't just about iteration—it's about strategic improvement with measurable outcomes. Building Engineering Culture: A Two-Leader Approach "There are two leaders: the tech leaders and the management leaders. For management leaders: demand a value stream of results starting next week. To the tech leaders: learn the engineering process." Creating a true engineering culture requires coordinated effort from both management and technical leadership. Management leaders should demand immediate value streams with weekly results, while technical leaders must master fundamental engineering processes including stakeholder analysis and requirement quantification. This dual approach ensures both accountability and capability development within the organization. Further Resources During this episode we refer to several of Tom's books and papers. You can see this list below Software Metrics by Tom Gilb Principles of software engineering management - Also available in PDF Evo book   About Tom Gilb Tom Gilb, born in the US, lived in London, and then moved to Norway in 1958. An independent teacher, consultant, and writer, he has worked in software engineering, corporate top management, and large-scale systems engineering. As the saying goes, Tom was writing about Agile, before Agile was named. In 1976, Tom introduced the term "evolutionary" in his book Software Metrics, advocating for development in small, measurable steps. Today, we talk about Evo, the name that Tom used to describe his approach. You can link with Tom Gilb on LinkedIn.

How do you know if your district's math improvement plan is truly making an impact—and can you prove it before the test scores roll in?If you're a district math leader overwhelmed by fragmented documents, unclear goals, and scattered PD efforts, this episode will feel like a reset button. Too often, school systems lack a cohesive strategy for driving measurable, sustainable math gains. This walkthrough episode introduces a powerful dashboard tool designed to align your vision, track real progress, and ensure your team's efforts are coordinated across all levels—from PD sessions to classroom walkthroughs.Listen in to discover:A proven framework for setting clear, ambitious math improvement objectives—and the key results that actually move the needle.How to avoid common planning pitfalls by narrowing your focus for deeper, lasting impact in teacher practice and student learning.A ready-to-use dashboard tool that brings clarity and coordination to your entire math improvement process, complete with action tracking, evidence collection, and progress monitoring.Press play now to start building a math improvement plan you can track, measure, and celebrate by year's end.Not sure what matters most when designing math improvement plans? Take this assessment and get a free customized report: https://makemathmoments.com/grow/ Math coordinators and leaders – Ready to design your math improvement plan with guidance, support and using structure? Learn how to follow our 4 stage process. https://growyourmathprogram.com Looking to supplement your curriculum with problem based lessons and units? Make Math Moments Problem Based Lessons & UnitsShow NotesLove the show? Text us your big takeaway!Get a Customized Math Improvement Plan For Your District.Are you district leader for mathematics? Take the 12 minute assessment and you'll get a free, customized improvement plan to shape and grow the 6 parts of any strong mathematics program.Take the assessmentAre you wondering how to create K-12 math lesson plans that leave students so engaged they don't want to stop exploring your math curriculum when the bell rings? In their podcast, Kyle Pearce and Jon Orr—founders of MakeMathMoments.com—share over 19 years of experience inspiring K-12 math students, teachers, and district leaders with effective math activities, engaging resources, and innovative math leadership strategies. Through a 6-step framework, they guide K-12 classroom teachers and district math coordinators on building a strong, balanced math program that grows student and teacher impact. Each week, gain fresh ideas, feedback, and practical strategies to feel more confident and motivate students to see the beauty in math. Start making math moments today by listening to Episode #139: "Making Math Moments From Day 1 to 180.

In this case study episode, we dive into a common but concerning classroom reality: students passively waiting for instructions while teachers carry the cognitive load. This learned helplessness undermines students' mathematical thinking and independence. So, what can you do as an instructional leader to shift the culture? How can you move from answer-getting to genuine resilient problem sovlers and productive struggle? Join us as we unpack both short- and long-term leadership moves that can create the conditions for high cognitive demand and student agency in math classrooms. Whether you're a coach, principal, or system leader, this episode offers a clear roadmap to start driving change—one intentional action at a time.In this episode, you'll discover:Why learned helplessness shows up in classrooms—and how to recognize it.The difference between surface-level engagement and deep mathematical thinking.Concrete leadership moves to foster productive struggle in the short term.Long-term strategies to build a culture shift from answer-getting to problem-solving.How to use classroom observations as a tool for change, not just evaluation.Not sure what matters most when designing math improvement plans? Take this assessment and get a free customized report: https://makemathmoments.com/grow/ Math coordinators and leaders – Ready to design your math improvement plan with guidance, support and using structure? Learn how to follow our 4 stage process. https://growyourmathprogram.com Looking to supplement your curriculum with problem based lessons and units? Make Math Moments Problem Based Lessons & UnitsShow NotesLove the show? Text us your big takeaway!Get a Customized Math Improvement Plan For Your District.Are you district leader for mathematics? Take the 12 minute assessment and you'll get a free, customized improvement plan to shape and grow the 6 parts of any strong mathematics program.Take the assessmentAre you wondering how to create K-12 math lesson plans that leave students so engaged they don't want to stop exploring your math curriculum when the bell rings? In their podcast, Kyle Pearce and Jon Orr—founders of MakeMathMoments.com—share over 19 years of experience inspiring K-12 math students, teachers, and district leaders with effective math activities, engaging resources, and innovative math leadership strategies. Through a 6-step framework, they guide K-12 classroom teachers and district math coordinators on building a strong, balanced math program that grows student and teacher impact. Each week, gain fresh ideas, feedback, and practical strategies to feel more confident and motivate students to see the beauty in math. Start making math moments today by listening to Episode #139: "Making Math Moments From Day 1 to 180.

District improvement efforts often stall—not because of a lack of intention, but because of misaligned objectives, vague goals, or a failure to track meaningful progress. In this episode, we dig into the foundational question: What are we really trying to achieve? You'll learn how to craft clear, lofty district-wide objectives that serve as a true north year over year, while also committing to short-term key results that are specific, time-bound, and attainable. Most importantly, we discuss how to build the monitoring systems that ensure your actions translate to outcomes. Whether you're a district leader, school administrator, or instructional coach, this episode offers a roadmap to drive intentional, measurable change in your system.In this episode, you'll discover:Why yearly goal-setting often leads to misalignment and fatigueThe difference between transformational objectives and key resultsHow to define 3-, 6-, and 9-month milestones that are realistic and measurableQuestions to ask when committing to an action: Is it clear? Is it possible? Is it worth it?How to use progress monitoring systems to keep a pulse on changeNot sure what matters most when designing math improvement plans? Take this assessment and get a free customized report: https://makemathmoments.com/grow/ Math coordinators and leaders – Ready to design your math improvement plan with guidance, support and using structure? Learn how to follow our 4 stage process. https://growyourmathprogram.com Looking to supplement your curriculum with problem based lessons and units? Make Math Moments Problem Based Lessons & UnitsShow NotesLove the show? Text us your big takeaway!Get a Customized Math Improvement Plan For Your District.Are you district leader for mathematics? Take the 12 minute assessment and you'll get a free, customized improvement plan to shape and grow the 6 parts of any strong mathematics program.Take the assessmentAre you wondering how to create K-12 math lesson plans that leave students so engaged they don't want to stop exploring your math curriculum when the bell rings? In their podcast, Kyle Pearce and Jon Orr—founders of MakeMathMoments.com—share over 19 years of experience inspiring K-12 math students, teachers, and district leaders with effective math activities, engaging resources, and innovative math leadership strategies. Through a 6-step framework, they guide K-12 classroom teachers and district math coordinators on building a strong, balanced math program that grows student and teacher impact. Each week, gain fresh ideas, feedback, and practical strategies to feel more confident and motivate students to see the beauty in math. Start making math moments today by listening to Episode #139: "Making Math Moments From Day 1 to 180.

Ben is the President and founder of OKRs.com. For those unfamiliar with this concept…OKRs stands for Objectives and Key Results. And Ben has more OKR coaching experience than anyone on the planet. He has literally helped thousands of leaders learn how OKRs are different than performance metrics and how to use them as a navigational tool…not just a management tool. In this episode, Ben shares stories from some of the most iconic companies in the world and how OKRs led to a massive transformation…and more importantly…how each of you can as well to create inflection points that change the trajectory of YOUR team. You can connect with Ben on LinkedIn here. (https://www.linkedin.com/in/benlamorte/) You can check out OKRs.com here (https://okrs.com/). You can check out Ben's “OKR Field Book Preview” here. (https://okrs.com/the-okrs-field-book-preview/) You can check out Ben's Approach to Implementing OKRs here. (https://okrs.com/coaching/okrs-coaching-remote-program/) For video excerpts of this and other episodes of the Sales Leadership Podcast, check out Sales Leadership United Here. (https://www.patreon.com/c/SalesLeadershipUnited) Be sure to check out the full video of this episode on our YouTube channel here.

Subscribe at ⁠www.thisnewway.com⁠ to get the step-by-step playbooks, tools, and workflows.In episode 4 of This New Way, Aydin sits down with Andrew Waitman, CEO of Assent, to explore how a billion-dollar B2B SaaS company is transforming operations, product development, and team productivity with AI. Andrew shares how Assent went from under $1M to nearly $200M ARR, became one of the earliest adopters of GitHub Copilot and ChatGPT Enterprise, and how they now embed AI-driven OKRs across every team.You'll hear real use cases: from summarizing messy trip reports, generating synthetic bills of materials for secure testing, and accelerating supplier document reviews — to measuring impact on productivity and profitability. Andrew also offers actionable insights on how to drive AI adoption across teams, how CEOs should personally lead the AI charge, and which tools he uses daily to stay ahead.You'll walk away knowing how to start small, scale fast, and turn AI into a measurable force multiplier across your org.⁠⁠Click here⁠⁠ to check out the AI-generated timestamps, episode summary and transcript.. . .Like this episode? Be sure to leave a ⭐️⭐️⭐️⭐️⭐️ review and share the episode with someone who will benefit from listening.. . .TIMESTAMPS:00:35 Andrew's background and Assent's growth journey02:37 The scale: 18,000 suppliers, 200 compliance topics05:07 The post-ChatGPT transformation and Vista Equity OKRs06:09 Early adoption of GitHub Copilot & ChatGPT Enterprise08:51 Trip report improvements using AI synthesis09:35 Generating synthetic bills of materials for safe testing12:26 Where AI drives efficiency: entity resolution, part matching, document validation13:12 Measuring AI's impact: productivity, quality, and profitability17:32 Expanding customer success capacity without adding headcount20:37 How to drive company-wide AI adoption (hackathons, Slack, evangelists)24:10 Andrew's personal AI workflows & deep research routinesTOOLS & RESOURCES MENTIONED:AI Tools & PlatformsGitHub Copilot (Microsoft) → adopted early for engineeringChatGPT (OpenAI, including Enterprise license) → used across teams for synthesis, rewriting, summarizationPerplexity AI (Pro) → used for deep research reportsInternal AI Use Cases & SystemsSynthetic bills of materials → generated using AI to safely test software without exposing sensitive customer dataAutomated document review → handling millions of supplier documents for complianceEntity resolution → using AI to match the right supplier or part across massive datasetsPart resolution & document validation → automating complex checks in the supply chainCompany-Wide AI Adoption Tools & MethodsOKRs (Objectives & Key Results) → embedded AI goals at company, team, and functional levelsAI hackathons → internal competitions to inspire creative use casesSlack channels → for sharing, evangelizing, and discussing AI applications internallyPersonal CEO Tools & WorkflowsPerplexity deep research → running 12–15 deep research reports per dayAI summarization & rewriting → e.g., turning multi-page trip reports into professional one-page summaries

In today's ever-evolving business landscape, organizations face diverse risks, including cyber risks, that can significantly affect their operations and overall prosperity. Aligning risk management strategies with organizational objectives is crucial for effectively mitigating these potential threats and fostering sustainable growth. Easier said than done. In this Say Easy, Do Hard segment, we discuss the challenges of aligning security and risk to the business, a topic we discuss often on the show. But this time, we do the hard part, by defining Objectives and Key Results aligned to Business Goals. Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-393

In today's ever-evolving business landscape, organizations face diverse risks, including cyber risks, that can significantly affect their operations and overall prosperity. Aligning risk management strategies with organizational objectives is crucial for effectively mitigating these potential threats and fostering sustainable growth. Easier said than done. In this Say Easy, Do Hard segment, we discuss the challenges of aligning security and risk to the business, a topic we discuss often on the show. But this time, we do the hard part, by defining Objectives and Key Results aligned to Business Goals. Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-393

In today's ever-evolving business landscape, organizations face diverse risks, including cyber risks, that can significantly affect their operations and overall prosperity. Aligning risk management strategies with organizational objectives is crucial for effectively mitigating these potential threats and fostering sustainable growth. Easier said than done. In this Say Easy, Do Hard segment, we discuss the challenges of aligning security and risk to the business, a topic we discuss often on the show. But this time, we do the hard part, by defining Objectives and Key Results aligned to Business Goals. Show Notes: https://securityweekly.com/bsw-393

saas.unbound is a podcast for and about founders who are working on scaling inspiring products that people love, brought to you by https://saas.group/, a serial acquirer of B2B SaaS companies. In episode #14 of season 5, Anna Nadeina talks with Anthony, Founder & CEO for DNSimple, a hosting and domain management automation solution. --------------Episode's Chapters---------------- 00:00 - Anthony's Journey into Domain Management 04:04 - Bootstrapping DNSimple 08:05 - Transition from Consulting to Product 14:06 - Customer Support and Team Dynamics 20:31 - Scaling and Team Growth 28:42 - AI in Business: A Measured Approach 32:47 - Setting Annual Objectives and Key Results 37:13 - Long-Term Vision and Exit Strategy 41:55 - Biggest Wins and Failures 43:50 - Secret Hacks for Motivation and Growth Anthony - https://www.linkedin.com/in/aeden/ DNSimple - https://dnsimple.com/ Subscribe to our channel to be the first to see the interviews that we publish twice a week - https://www.youtube.com/@saas-group Stay up to date: Twitter: https://twitter.com/SaaS_group LinkedIn: https://www.linkedin.com/company/14790796

In this episode, Lee continues the series on Vision by sharing a powerful tool to focus your teams - Objectives and Key Results (OKRs). OKRs are a tool for building the intermediate range of goals that connect your long-term vision to your short-term actions. OKRs are a way to concentrate your team's collective impact on the few most vital, relevant, shared, and time sensitive aspects of your business. Lee briefly explains the history and then dives into the practical tips and tricks to make your Objectives clear, concise, and compelling. He helps leaders avoid getting stuck with the wording by giving specific syntax, sequence, and guidelines. He then describes the different kinds of Key Results, so you can quickly measure and assess your progress. He also provides tips for making these measurements helpful and at the right level. Additional Resources: Attend Unleashing Leaders University! Learn more about Unleashing Leaders Follow Unleashing Leaders on LinkedIn Connect with Lee on LinkedIn Follow Unleashing Leaders on FaceBook Follow Unleashing Leaders on Instagram Follow PeopleForward Network on LinkedIn Learn more about PeopleForward Network Key Takeaways: OKRs focus your team's impact on the vital few shared priorities. OKRs are not everything your team is doing. Only 1-3ish per level of an organization. Objectives are clear, concise, compelling, and directional statements of a destination or outcome. Leaders often get stuck focusing on the task or solution. Ask, "Why would we want that?" or "Who would benefit if we did that?" to get closer to the outcome. Powerful objectives are a single sentence with strong action verbs, a specific aspect of the business, a desirable outcome/impact, and often the primary customer/beneficiary. Key Results are quantifiable, indicators of progress. Set your KR targets with the end in mind. Don't wimp out by waiting for a baseline. Refresh OKRs quarterly or so to assess and adapt to changing priorities.

In "Ask me anything about OKRs" Episode 53 widmen wir uns erstmals exklusiv Non-Profit Organisationen. Diese besondere Ausgabe bietet aber nicht nur für NPOs wertvolle Einblicke, sondern für alle, die mit OKRs arbeiten oder deren Einführung planen. Wir besprechen, wie man Ressourcenkonflikte sichtbar macht und diese effektiv auflösen kann. Eng damit verbunden erörtern wir den entscheidenden Übergang von einer lokalen Optimierung in einzelnen Teams hin zu einer globalen Optimierung, die der gesamten Organisation zugutekommt. Wir gehen der praxisnahen Frage nach, wie man OKRs schrittweise einführen kann, ohne sofort die ganze Organisation einbeziehen zu müssen. Wo setze ich sinnvolle Grenzen und wie kann ich das Framework später systematisch weiter ausrollen? Außerdem diskutieren wir ausführlich die immer wiederkehrende Frage, ob das Tagesgeschäft in die OKR-Sets aufgenommen werden sollte, warum das unserer Meinung nach Sinn macht und wie dies erfolgreich umgesetzt werden kann. 00:00 Intro 01:31 Sind OKRs in kleinen Teams sinnvoll? 08:05 Ab wann lohnt sich OKR? 12:17 Gehört das Tagesgeschäft in die OKRs? 25:22 Abhängigkeit von externen Akteuren oder Veränderungen 33:15 Welche kulturellen Voraussetzungen braucht es für OKRs? 43:16 Können OKRs helfen, Ressourcenkonflikte zwischen Abteilungen aufzulösen? 49:10 Sollten wir OKRs mit einem Pilotteam einführen? 51:27 Wie verhindert man, dass Key Results nur Maßnahmenlisten sind? 54:30 Wie geht man mit sehr technischen oder binären Aufgaben um, bei denen Fortschritt schwer messbar ist? 01:02:22 Wo stoßen OKRs an ihre Grenzen – besonders in freiwilligen, lose organisierten Netzwerken? 01:05:56 Welche Tools sind empfehlenswert, um OKRs im Team umzusetzen? 01:11:44 Gibt es einen automatisierten Weg, aus OKRs einen Wirkungsbericht zu erstellen? Links zur Folge: “OKR: Die Kunst die richtigen Dinge nicht zu tun”: https://www.amazon.de/OKR-Kunst-richtigen-Dinge-nicht/dp/3759791948/ref **** AMA #52: OKRs während des Quartals anpassen | OKRs in crossfunktionalen Teams | OKRs in der Unternehmenskommunikation

Ben Lamorte talks with us about the power of OKRs (Objectives and Key Results) as a transformative tool for project leaders. He introduces a simple framework: define the destination, articulate its importance, set measurable key results, and outline an action plan. Hear about the impact of strong OKRs, and how tracking progress fosters motivation through small wins and helps teams maintain focus.

We're joined by Fanny Wallér, a seasoned executive and board professional with over two decades of leadership experience in strategic communications, sustainability and corporate transformation. Together, we explore the board's crucial role in goal setting and how frameworks like OKRs (Objectives and Key Results) can be effectively. Fanny shares practical insights on aligning strategy with execution, driving transformation, and how boards can go beyond oversight to actively shape an organization's future. Whether you're a board member, executive, or just curious about how high-level strategy comes to life — this episode is packed with value.  

Eric Crews is the Founder and CEO of Crews & co., a management consulting firm dedicated to helping businesses increase revenue, profitability, and salable value. With decades of entrepreneurial experience, he is an EOS Implementer®, helping companies implement a business operating system into their organizations. In 2021, Eric launched the Growth Method℠, a proprietary business operating system designed to propel companies to new heights. He is also the CEO and Co-founder of CE Painting, one of New England's largest commercial painting businesses.  In this episode… Scaling a business is no easy feat — many entrepreneurs hit roadblocks that stall growth, drain resources, or create inefficiencies. Whether it's financial missteps, leadership blind spots, or an unclear strategy, these challenges can quickly derail even the most promising ventures. So what separates companies that scale successfully from those that struggle to grow? According to Eric Crews, a seasoned entrepreneur and business strategist, sustainable scaling starts with financial clarity and strategic alignment. He highlights the importance of setting a three-year vision tied directly to financial planning, ensuring that every decision contributes to long-term growth. By leveraging OKRs — “Objectives and Key Results” — companies can align priorities from leadership to frontline employees, creating accountability and momentum. Without these foundational elements, Eric warns, businesses risk wasting resources on ineffective initiatives or hiring the wrong talent, both costly mistakes that can stunt growth. In this episode of the Inspired Insider Podcast, host Dr. Jeremy Weisz sits down with Eric Crews, Founder and CEO of Crews & co., to discuss the key principles of scaling a company while avoiding common pitfalls. Eric explains how to build a financial framework that supports expansion, the role of OKRs in driving alignment, and the biggest hiring mistakes that hinder growth. He also shares insights on structuring businesses for long-term profitability and exit potential.

BONUS: Challenging the Agile Status Quo with #NoBacklogs, Allan Kelly In this BONUS episode, we explore the provocative ideas of Allan Kelly, the author who introduced #NoBacklogs to the Agile community. Allan shares his insights on why traditional backlogs may be hindering true agility, offers practical alternatives, and explains how teams can maintain accountability while focusing on outcomes rather than outputs. The Problem with Traditional Backlogs "Backlogs keep ideas for far too long." Allan Kelly challenges the conventional wisdom of maintaining extensive backlogs in Agile environments. He distinguishes between sprint backlogs and product backlogs, highlighting how the latter often becomes a repository for stale ideas that outlive their relevance. Allan argues that this practice undermines the adaptability that should be at the core of Agile methodologies, transforming what should be a flexible approach into a more rigid, traditional project management framework. Outcome-Focused Alternatives "What are you doing to try and change the world?" Instead of lengthy backlogs filled with specific tasks and features, Allan advocates for approaches centered on outcomes and meaningful change. He discusses the concept of OKRs (Objectives and Key Results) as a form of "test first management" - a powerful framework that shifts focus from outputs to measurable impacts. This perspective encourages teams to consider the broader purpose of their work rather than simply executing a predetermined list of tasks. Balancing Structure and Flexibility "There should be a 'Best before' date for all backlog items." Finding the right balance between necessary structure and agile flexibility is crucial for effective delivery. Allan suggests implementing a "best before" date for all backlog items to prevent the accumulation of outdated ideas. He emphasizes starting with the Sprint Goal as a guiding principle, using it to create focus and purpose that allows teams to adapt their approach while maintaining a clear direction. Breaking Free from Traditional Mindsets "The work to do is not a fixed entity." According to Allan, the reliance on extensive backlogs has perpetuated traditional project management mindsets within supposedly Agile organizations. He challenges the underlying assumption that the scope of work is a predetermined, fixed entity waiting to be discovered and documented. Instead, he suggests embracing the evolving nature of work, allowing teams to respond to changing priorities and insights as they emerge. Maintaining Accountability Without Backlogs "Test first management as a management innovation that helps focus on goals, and measure progress by the teams." Allan addresses concerns about accountability by offering practical approaches to tracking progress without traditional backlogs. He emphasizes the importance of regular demonstrations of working solutions and assessing whether these demonstrations align with the team's strategic direction. His concept of "test first management" provides a framework for focusing on goals while measuring genuine progress rather than simply tracking task completion. Resources for Deeper Learning "Honey, I shrunk the backlog." For listeners interested in exploring these ideas further, Allan recommends his YouTube presentation "Honey, I shrunk the backlog," which offers additional insights and practical guidance on implementing a #NoBacklogs approach in Agile teams. About Allan Kelly Allan Kelly is the author of #noprojects: A Culture of Continuous Value, and an outspoken Agile practitioner that helped introduce the idea of #NoBacklogs to the Agile community. His work spans several decades, and includes some breakthrough contributions that he shares in his books and conference talks. He is the author, among others, of Project Myopia: Why projects damage software, Continuous Digital: An agile alternative to projects for digital business, The Art of Agile Product Ownership: A Guide for Product Managers, Business Analysts, and Entrepreneurs, and Xanpan: Team Centric Agile Software Development. You can link with Allan Kelly on LinkedIn.

Send us a text In this episode I evaluated how I am doing with my key results that I set at the end of January (ep208) when I talked about objectives and key results.  I talk through all of my key results and tell you how I am doing.  Some are a green and a few are red.  I also share this new cleaning idea I have that is working for me.  I also mention how I do feel like a change is slowly happening in me.  I am slowly becoming someone who enjoys the process of cleaning and decluttering her home!! How are your goals going so far this year? (Pardon my congested voice getting over a cold)For info and show notes go to www.findingthefloor.com/ep214 NewsletterI would love to hear from you! You can reach me at camille@findingthefloor.com or dm @findingthefloor on instagram. Thanks for listening!!Thanks to Seth Johnson for my intro and outro original music. I love it so much!

"We are 100% convinced that IT sustainability matters but we can't add more non business requirements, we have agile teams." This often heard sentence from product managers or CPOs, led to this dedicated episode on agility and sustainability where host Gaël Duez welcomes 2 seasoned agile coaches: Joanne Stone, the founder of Agilist 4 planet and the We Hope Magazine, and Joanna Masraff, co-organiser of the the Agilists4Sustainability meetup group, and the Agilists4Planet conference. In this interview, filled with positive energy, they covered:

In this episode, Lee picks up from the prior episode on seeing the trends in your business environment to seeing where you want to be. He summarizes the origins and value of a good mission/vision statement; and also the perils of how poorly and painfully it can be to create them. He provides an alternative approach to creating Rapid Organizational Unit Statements (affectionately referred to as ROUS in a nod to The Princess Bride). The ROUS technique is an engaging and collaborative method that helps teams quickly create clear, concise, and compelling missions. Lee outlines the criteria and a step-by-step process for engaging a group of leaders to create or update your overarching mission and vision. The episode concludes with a preview of the next topic: OKRs (Objectives and Key Results). Additional Resources Connect with Lee on LinkedIn Learn more about Unleashing Leaders  Follow PeopleForward Network on LinkedIn Learn more about PeopleForward Network Listen to the original episode on Unlocked podcast Key Takeaways: Crafting mission and vision statements is essential for strategic planning. Avoid the traditional painful and time consuming "You're killing me, Smalls" approach. The ROUS technique allows for rapid creation of effective statements. Mission statements answer "Who are we and why are we here?" They should not focus on the services and activities (the what and how). Vision statements answer "Where do we want to be/Where are we going?" Good Mission/Visions focus on the destination and strive to be clear, concise, and compelling. Engaging the team and perhaps key suppliers or customers in the process fosters ownership and alignment.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2888: Riley Pearce explains how breaking big goals into smaller, measurable milestones can keep motivation high and progress steady, whether you're aiming for a fitness goal, a career milestone, or a personal achievement. By focusing on both the "what" (objective) and the "how" (key results), OKRs offer a structured approach to success with built-in opportunities to celebrate small wins along the way. Read along with the original article(s) here: https://freeformfitness.ca/set-and-achieve-goals-with-okrs/ Quotes to ponder: "OKRs, or Objectives and Key Results, is a method and a process to set and achieve goals." "Whatever your goal is, think about how you can break down that goal into smaller goals that will help you achieve the main objective." "Setting key results would give you those endorphin-boosting little-wins that are crucial for maintaining a consistent effort at the gym." Episode references: Measure What Matters: https://www.amazon.com/Measure-What-Matters-Google-Foundation/dp/0525536221 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2888: Riley Pearce explains how breaking big goals into smaller, measurable milestones can keep motivation high and progress steady, whether you're aiming for a fitness goal, a career milestone, or a personal achievement. By focusing on both the "what" (objective) and the "how" (key results), OKRs offer a structured approach to success with built-in opportunities to celebrate small wins along the way. Read along with the original article(s) here: https://freeformfitness.ca/set-and-achieve-goals-with-okrs/ Quotes to ponder: "OKRs, or Objectives and Key Results, is a method and a process to set and achieve goals." "Whatever your goal is, think about how you can break down that goal into smaller goals that will help you achieve the main objective." "Setting key results would give you those endorphin-boosting little-wins that are crucial for maintaining a consistent effort at the gym." Episode references: Measure What Matters: https://www.amazon.com/Measure-What-Matters-Google-Foundation/dp/0525536221 Learn more about your ad choices. Visit megaphone.fm/adchoices

“Ideas are easy - execution is everything.”   This week's episode I am talking about objectives and key results for our goals.  Due to an invitation from my husband, I read the book, Measure what matters by John Doer.  This book is geared toward business but I use the main points to use as a tool for our goals for this year.  It is a way to think about the how of your big idea that you want to work on.  I share my rethinking through my objective and share the key results for how I want to declutter.  I also share  the great idea of the BHAG, the big hairy audacious goal and stretching for amazing.  I would love to hear from you! You can reach me at camille@findingthefloor.com or dm @findingthefloor on instagram. Thanks for listening!!Thanks to Seth Johnson for my intro and outro original music. I love it so much!

Root Financial is redefining what it means to serve clients by putting team culture front and center. In this episode, James and Ari dive into the firm's bold move to hire a Head of Culture—an uncommon role in financial advising—dedicated to supporting the growth and well-being of their advisors. Why? Because when advisors thrive, clients get the personalized attention they deserve.At Root, we're intentional about avoiding the usual industry traps, like overloading advisors with massive client lists or sales quotas that can compromise service. Instead, we focus on sustainable growth, aligning our goals with yours and using tools like OKRs (Objectives and Key Results) to stay on track.With a Net Promoter Score of 91—well above the industry average—we're proving that building a strong internal culture leads to happier clients and better outcomes.⏱Timestamps:⏱0:00 - Company culture affects clients4:08 - Ari's quick story5:59 - Hiring a Head of Culture10:54 - Advisors have how many clients?14:24 - NPS and retention rate17:28 - OKRs20:57 - What makes Root differentText us your thoughts on the show!Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy here Join the new Root Collective HERE! (COMMUNITY)Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

In this episode, I sit down with Ben Lamorte, a leader at OKRs.com, to explore the power of Using OKRs to bring alignment and focus to your team. OKRs.com specializes in helping organizations achieve clarity and measurable success through well-defined Objectives and Key Results. Ben shares actionable strategies for Using OKRs to foster accountability, drive performance, and keep teams aligned with company goals. We also discuss the challenges leaders face when implementing OKRs and how to overcome them. Tune in to learn how Using OKRs can transform your team's effectiveness and overall growth.

Happy Saturday, friends!

Root Financial is redefining what it means to serve clients by putting team culture front and center. In this episode, James and Ari dive into the firm's bold move to hire a Head of Culture—an uncommon role in financial advising—dedicated to supporting the growth and well-being of their advisors. Why? Because when advisors thrive, clients get the personalized attention they deserve.At Root, we're intentional about avoiding the usual industry traps, like overloading advisors with massive client lists or sales quotas that can compromise service. Instead, we focus on sustainable growth, aligning our goals with yours and using tools like OKRs (Objectives and Key Results) to stay on track.With a Net Promoter Score of 91—well above the industry average—we're proving that building a strong internal culture leads to happier clients and better outcomes.Submit your request to join James:On the Ready For Retirement podcast: Apply HereOn a Retirement Makeover episode: Apply Here  Timestamps:0:00 - Company culture affects clients4:08 - Ari's quick story5:59 - Hiring a Head of Culture10:54 - Advisors have how many clients?14:24 - NPS and retention rate17:28 - OKRs20:57 - What makes Root differentCreate Your Custom Strategy ⬇️ Get Started Here.

Aligning Teams with Customer-Centric OKRs with Josh Seiden EP286 of PROFIT With A Plan Podcast Guest: Josh Seiden, co-author of Who Does What By How Much? A Practical Guide to Customer-Centric OKRs Host: Marcia Riner, Business Growth Strategist - Infinite Profit® Episode Length: ~35 minutes   Episode Summary In this episode of Profit with a Plan, Marcia speaks with Josh Seiden, a leader in customer-centric strategy, about leveraging Objectives and Key Results (OKRs) to align team efforts with customer needs. Josh shares how OKRs create clarity, empower teams to prioritize effectively, and ensure measurable customer impact. If you've ever felt your team is working hard but on the wrong things, this episode will provide actionable insights and strategies to refocus your organization on what truly matters. Key Discussion Points with Timestamps [00:00] Introduction to the Episode Marcia introduces Josh Seiden and his expertise in strategy, customer-centricity, and evidence-based decision-making. The focus: Aligning team efforts with OKRs to deliver measurable customer value. [00:05] What Are OKRs? Josh explains OKRs: Objectives are clear goals, and Key Results measure progress towards those goals. Example: Cleveland Clinic's goal to be "the best place in the world to receive health care" and the measurable steps to achieve it. [00:18] The Problem with Top-Down Leadership Discussing how leadership's disconnected goals can lead to wasted effort. OKRs bridge the gap between leadership vision and team execution. [00:30] How OKRs Align Teams OKRs empower teams by providing a framework that clarifies the “why” behind tasks. Encouraging creativity and problem-solving among employees by focusing on outcomes rather than tasks. [00:45] Applying OKRs in Small and Large Organizations Josh highlights examples of OKRs in startups, nonprofits, and enterprises. OKRs can focus on big goals like revenue growth or smaller initiatives like employee engagement. [01:05] Building Customer-Centric OKRs The importance of understanding customer behavior to set meaningful objectives. Josh shares how to align internal and external goals with customer needs for maximum impact. [01:18] Measuring Success with Key Results Outcomes must reflect a change in customer behavior that creates value for both the organization and the customer. Example: Increasing average shopping cart size as a key result for premium brand positioning. [01:30] Implementing and Adjusting OKRs Setting a regular rhythm of OKR check-ins (weekly, monthly, quarterly) to assess progress and recalibrate strategies. Josh emphasizes the experimental nature of OKRs, encouraging teams to test and iterate. [01:45] Overcoming Common OKR Challenges Why OKRs fail when they lack clarity or buy-in from teams. Josh introduces the OKR Repair Kit, a free resource to troubleshoot and improve implementation. [02:00] Resources for Getting Started Josh's book, Who Does What By How Much?, offers a practical guide to customer-centric OKRs. Visit OKR-Book.com for free tools like the OKR Repair Kit. [02:20] Final Takeaways Marcia and Josh wrap up with actionable insights on aligning teams, empowering employees, and creating measurable impact. Key quote: “Every organization wants to get better, but OKRs help define what ‘better' means.” Josh Seiden has shared some incredible strategies for using OKRs to bridge the gap between leadership goals and actionable team efforts. Remember, it's not just about working harder—it's about working on the right things that create measurable value for your customers and your company. If you're ready to dive deeper into this transformative framework, check out Josh's book, Who Does What By How Much?, and take advantage of the free OKR Repair Kit at OKR-Book.com. Key Keywords for SEO Optimization Objectives and Key Results (OKRs), Customer-centric strategy, Team alignment framework, Measuring organizational success, Business growth tools, Evidence-based decision-making, Boosting employee engagement, OKR implementation strategies, Practical OKR guide, OKR Repair Kit, Profit With A Plan, Business Podcast   This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it! Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.     Grab Your Free Resource: Feeling like you're doing everything right but still not seeing the results you want? It might be time for a fresh perspective. That's why we're offering a Free Growth & Marketing Audit. In one powerful session, we'll uncover opportunities to drive real growth for your business. Ready to make an impact? Visit profitbooster.biz and let's get started!     About Marcia Riner.  She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

What happens when two powerhouse frameworks collide? In this episode, Sara dives into a fascinating conversation with Jessica Lee, exploring the dynamic intersection of EOS® (Entrepreneurial Operating System®) and OKRs (Objectives and Key Results) in business management. As both an EOS integrator and an OKR coach, Jessica shares her unique expertise, offering actionable insights into how these two frameworks can work in harmony to help organizations not just survive but truly thrive. Episode Highlights: The complementary relationship between EOS and OKRs in business management Understanding the crucial visionary-integrator dynamic in leadership How EOS provides structure for businesses ready to scale The importance of proper goal-setting and measurement systems Role definition and its impact on organizational success The value of coaching in implementation of both frameworks Key Concepts Explored: EOS Framework Components Vision Traction Organizer (VTO) Rocks and Measurables People Analyzer Accountability Chart L10 Meetings Leadership Dynamics Visionary (CEO) role and characteristics Integrator role and responsibilities Creating effective partnership between both roles Goal Setting and Measurement Integration of EOS rocks with OKR methodology Importance of measurable outcomes Balance between vision and execution Organizational Structure Role definition before performance evaluation Right people in right seats concept Simplified organizational structure approach Episode Chapters 00:00 Introduction to Thinkydoers Podcast 00:58 Live from the Race Trailer 02:16 Guest Introduction: Jessica Lee 03:06 Understanding EOS and OKRs 04:40 Implementing EOS in Small Businesses 13:55 The Role of the Integrator 20:31 Accountability and Goal Setting 26:57 Conclusion and Farewell Notable Quotes: "Having a shared vocabulary and shared words and meanings within an organization could probably alleviate 75 percent of conflict that happens in businesses." - Sara Lobkovich "Find out what matters to your people. That's how you're going to get the most out of the people you have." - Jessica Lee "What I learned from OKR coaching was that staying quiet and letting someone else reach the answer can be the hardest—and most impactful—work." - Jessica Lee "Research shows that we will dramatically overestimate what we think we could do in a short amount of time, but we will grossly underestimate what we could do in a larger amount of time." - Jessica Lee Guest Information:  Jessica Lee owns Optimized Execs, a business consulting firm helping CEOs of small and medium-sized businesses who feel overwhelmed and unsure about growth strategies. Her experience includes serving as a COO and implementing EOS in various organizations. Jessica's Resources Mentioned: Book: "Traction" by Gino Wickman Book: "Rocket Fuel" (focused on visionary-integrator relationship) Website: www.optimizedexecs.com LinkedIn: Jessica Lee Website: www.optimizedexecs.com Sara's Links and Resources: Join Sara's Email Newsletter: https://findrc.co/4asU5wo Email Sara at hello@redcurrantco.com Other Free No-BS OKRs Resources: Access all free resources Thinkydoers (not-just-an OKR podcast) Home Page: https://saralobkovich.com/thinkydoers-pod Visit https://ck.redcurrantco.com to join the newsletter for additional resources and early access to new tools. Find full show notes and the episode transcript via https://findrc.co/thinkydoers!

From Intel's engineering labs to Silicon Valley's unicorns, OKRs (Objectives and Key Results) have transformed how tech companies translate vision into measurable outcomes. But what separates successful OKR implementations from failed experiments? And how can technology leaders avoid the common pitfalls that derail even well-intentioned rollouts? In this episode, we dive deep with leaders who've shaped OKR practices at some of tech's most influential companies. Our guests Josh Seiden, Holly Bielawa, and Deepika Yerragunta share battle-tested insights from their experiences at Intel, Amazon, Google, and beyond. The episode compiles the best segments around getting started on your OKR journey, de-risking and iterating your rollout, and our guests' tips on self-checking the health of your OKR implementation.  Whether you're launching your first OKR initiative or iterating on an existing framework, you'll learn practical strategies for cascading objectives across teams while maintaining strategic alignment. Our conversation includes war stories from the field, as well as intuitive insights on what actually works: fostering genuine collaboration, maintaining human centricity, and achieving the elusive balance between ambition and accountability.  Watch full episodes with Josh, Holly and Deepika here: https://www.youtube.com/playlist?list=PL31JETR9AR0FGx2A9HQbq2e1Xywkqb6BQ     Inside the episode... Why OKRs are a powerful alternative to traditional goal-setting frameworks. How OKRs promote collaboration and alignment across all levels of an organization. Best practices for implementing OKRs: starting small, iterating, and setting clear priorities. Tips for integrating OKRs into your product teams using human-centered design principles. Differentiating between business OKRs and product OKRs to avoid organizational misalignment. How to set and measure strategic objectives with actionable, customer-centric key results. Lessons learned from failed and successful OKR implementations, including war stories from the field. The role of product operations in making data accessible for measuring OKR progress. Why tying OKRs to compensation or promotions can derail the intent of the framework.     Mentioned in this episode Measure What Matters by John Doerr Outcomes Over Outputs by Josh Seiden Escaping the Build Trap by Melissa Perri Continuous Discovery Habits by Teresa Torres Who Does What by When by by Jeff Gothelf, Josh Seiden User Story Mapping by Jeff Patton     Convergence Episodes featured  Building Customer-Centric Teams: Josh Seiden on OKRs and Agile Agile and Beyond Conference 2024: The Latest in A.I. Innovations and Product Development Strategies (features the interview with Holly Bielawa) Driving Cultural Change: PepsiCo's Deepika Yerragunta on Customer Obsession and Product Mindset Unlock the full potential of your product team with Integral's player coaches, experts in lean, human-centered design. Visit integral.io/convergence for a free Product Success Lab workshop to gain clarity and confidence in tackling any product design or engineering challenge. Subscribe to the Convergence podcast wherever you get podcasts including video episodes to get updated on the other crucial conversations that we'll post on YouTube at youtube.com/@convergencefmpodcast Learn something? Give us a 5 star review and like the podcast on YouTube. It's how we grow.   Follow the Pod Linkedin: https://www.linkedin.com/company/convergence-podcast/ X: https://twitter.com/podconvergence Instagram: @podconvergence  

As the new year unfolds, Adam reflects on his recent trip to Tenerife, where he took time to unwind and ponder new strategies for 2025. By grounding himself with impactful literature during his travels, Adam highlights the importance of reading and how it aligns with ongoing business objectives. In this episode, Adam delves into the mechanics of goal setting and organization through the use of OKRs (Objectives and Key Results), a system made famous by Google. Adam further discusses the impactful book "Multipliers" by Liz Wiseman, which challenged his preconceptions about leadership. Adam emphasizes the importance of reading as it relates to business strategy and self-improvement. Utilizing OKRs is crucial for aligning the team and maximizing business performance across the board. Leadership styles significantly impact team productivity; being a "multiplier" can quadruple team output versus a "diminisher." Understanding and applying the principles from "Multipliers" can help leaders foster a more collaborative and effective team environment. The episode underlines the necessity to begin the year with clear objectives and remain adaptive to new strategies and leadership techniques. Get your Business Growth Secrets SUCCESS PLANNER for FREE and profit like a pro: https://adamstottplanner.com/free-book47315172 Adam's website: https://adamstott.com/?el=Pod Watch the Episode on Adam's YouTube Channel: https://www.youtube.com/adamstottcoach?el=Pod Connect with Adam on Instagram: https://www.instagram.com/adamstottcoach/?el=Pod Join Adam's network on LinkedIn: https://www.linkedin.com/in/adam-stott-coach/?el=Pod Coaches, consultants, and business owners - lower your marketing costs, increase ticket prices, and get more high-ticket clients: https://3daybrandbuilderworkshop.com/start-here?el=Pod

This Podcast Is Episode 610, And It's About Practical Applications Of A Must-Read Book Into Your Small Business It's amazing how some books stand the test of time. We usually refer to one of our most recommended, Stephen Covey's The 7 Habits of Highly Effective People, when we mentor our contractor clients and employees. Although it was first published three decades ago, its lessons are still incredibly relevant for business owners. You might wonder – how these habits fit into today's landscape of changing trends, tight deadlines, and constant distractions. The short answer is that they're timeless because they focus on principles that help you stay grounded while growing your construction business.   Below, we'll break down some of Covey's key habits and explore how you can bring them to life in your business today. Think of this as your blueprint for thriving in the chaos, not just surviving it.   1. Be proactive – the power of owning your choices   Covey's first habit, "Be Proactive," is about owning your life and decisions. For business owners, this means focusing on what you can control instead of stressing about what you can't.   Here's the thing about being reactive—it's debilitating. Complaining about a slow economy or frustrated customers doesn't solve anything, but switching to a proactive mindset is a game changer.   Anticipate potential challenges before they become disasters. For instance, if team morale starts to dip, address it early with open communication or team-building initiatives. Focus on solutions, not problems. Instead of dwelling on a client who backed out, consider what adjustments in your sales process could improve retention. Teach your team the same mindset. An empowered team that problem-solves proactively is a considerable asset.   Proactive leadership doesn't just keep you afloat; it helps you adapt and innovate in a competitive landscape.   2. "Begin with the end in mind" - set clear goals   This one often hits deep because how many rush into a workday without a clear direction? Covey's second habit reminds us to define our goals before taking action.   If you're running a business, you have to think long-term. What kind of company culture are you building? What legacy do you want to leave behind? Once you're clear on those things, aligning your daily tasks and decisions with the bigger picture becomes easier.   Create a vision statement that both you and your team can rally behind. Before launching a new service, ask, "What does success look like?" and "How does this align with our core mission?" Use goal-setting frameworks like OKRs (Objectives and Key Results) to ensure everyone in the business knows where they're headed.   Think of this habit as your compass. Without it, you're likely to work hard but still feel lost.   3. Put first things first – manage your time   Quick question – how often do you find yourself buried in "urgent" tasks, only to acknowledge at the end of the day that you didn't touch what's important? That's where Covey's third habit, "Put First Things First," shines. It's all about distinguishing between urgent and truly important, then acting accordingly.   Use Covey's Time Management Matrix. Focus on tasks that fall into Quadrant II – essential but not urgent (strategic planning, team development, or building new partnerships). Delegate or eliminate tasks that don't move the needle. Not everything deserves your attention. Start each day by asking yourself, What's my biggest priority? If I do nothing else today, what task absolutely must get done?   When you focus on what truly matters, you'll feel less like you're playing catch-up and more like you're moving forward.   4. Think win-win – building mutually beneficial relationships   Business isn't a zero-sum game. Covey's fourth habit, "Think Win-Win," pushes us to find solutions that benefit everyone involved—clients, employees, and business partners. It's the foundation of trust and collaboration.   Negotiate with empathy. During discussions, consider the other party's needs and goals and find a compromise that works for everyone. For your team, create opportunities where employees feel empowered and valued. A win-win work culture keeps talent engaged. Innovate with your customers in mind. Ask how you can provide more value to them – and watch how that mindset leads to loyalty and referrals.   Win-win isn't always the easiest route, but it pays off in the long run.   5. Seek first to understand, then to be understood – empathetic communication   Have you ever been in a meeting where everyone is talking, but no one is actually listening? Covey nailed it when he discussed the importance of understanding others before getting your point across.   Empathetic communication is one of the most valuable tools for construction business owners. Whether with a frustrated client or a team member struggling with workload, truly listening builds trust and clarity.   Pause during tough conversations and fully grasp the other person's perspective before responding. Use active listening techniques like paraphrasing or asking thoughtful follow-up questions. Encourage this habit in your team to strengthen collaboration and reduce misunderstandings. The better your communication, the stronger your relationships – and a thriving business is built on great relationships.   6. Synergize   Combine the strengths of diverse team members to achieve innovative solutions. In construction, this can mean leveraging the unique skills of various trades to enhance project efficiency. Encourage collaboration through joint problem-solving sessions, where team members can share ideas and work together on challenges. The combined efforts of a well-coordinated team can lead to exceptional results.    7. Sharpen the Saw   Invest in the ongoing development of yourself and your team. This includes professional training, certifications, and wellness initiatives to ensure everyone functions at their best. Encourage a culture of continuous improvement through workshops and skill-building exercises. Regularly reassessing and refining processes keeps your business adaptive and innovative in a competitive market.   What makes "The 7 Habits of Highly Effective People" priceless for construction business owners today? Its focus is on principles over trends. Trends come and go, but these habits ground you in what truly works – proactive leadership, clear goals, thoughtful planning, and fostering meaningful relationships.   Adapting these habits to your daily life won't happen overnight, but even small shifts can create momentum. Pick one habit to focus on this week, cultivate a proactive, goal-oriented, collaborative environment, and see how it transforms your leadership and business growth.   Remember, no matter how fast the business world moves, the principles in this book will always hold relevance. They don't just make you more effective – they make you a better leader, decision-maker, and collaborator. So whether you need an excellent book or a knowledgeable bookkeeper, we are here to help. About The Author: Sharie DeHart, QPA, is the co-founder of Business Consulting And Accounting in Lynnwood, Washington. She is the leading expert in managing outsourced construction bookkeeping and accounting services companies and cash management accounting for small construction companies across the USA. She encourages Contractors and Construction Company Owners to stay current on their tax obligations and offers insights on managing the remaining cash flow to operate and grow their construction company sales and profits so they can put more money in the bank. Call 1-800-361-1770 or sharie@fasteasyaccounting.com

Not sure what matters most when designing math improvement plans? Take this assessment and get a free customized report: https://makemathmoments.com/grow/ Math coordinators and leaders – Ready to design your math improvement plan with guidance, support and using structure? Learn how to follow our 4 stage process. https://growyourmathprogram.com Looking to supplement your curriculum with problem based lessons and units? Make Math Moments Problem Based Lessons & UnitsAre your district improvement plans for mathematics creating real impact, or are you just spinning your wheels without knowing if you're getting closer to your goals?If you're tired of waiting until the end of the year to find out whether your professional development efforts and action plans worked in the area of mathematics, this episode shows you how ongoing monitoring can transform your approach. Discover how to pivot effectively, gather meaningful evidence, and truly align your efforts with measurable outcomes.What you'll learn:Learn the secret to creating focused, high-impact action items that drive meaningful change in your district for mathematics improvement.Discover practical strategies for gathering evidence that supports your math professional development goals throughout the year.Find out how to honour educator and stakeholder voices while building trust and accountability in your math initiatives.Tune in now to learn how to strengthen your district's monitoring processes and ensure every effort leads to measurable success!Show NotesLove the show? Text us your big takeaway! Get a Customized Math Improvement Plan For Your District.Are you district leader for mathematics? Take the 12 minute assessment and you'll get a free, customized improvement plan to shape and grow the 6 parts of any strong mathematics program.Take the assessmentAre you wondering how to create K-12 math lesson plans that leave students so engaged they don't want to stop exploring your math curriculum when the bell rings? In their podcast, Kyle Pearce and Jon Orr—founders of MakeMathMoments.com—share over 19 years of experience inspiring K-12 math students, teachers, and district leaders with effective math activities, engaging resources, and innovative math leadership strategies. Through a 6-step framework, they guide K-12 classroom teachers and district math coordinators on building a strong, balanced math program that grows student and teacher impact. Each week, gain fresh ideas, feedback, and practical strategies to feel more confident and motivate students to see the beauty in math. Start making math moments today by listening to Episode #139: "Making Math Moments From Day 1 to 180.

EXPERTENGESPRÄCH | Zum Jahresendspurt stellen wir euch die 5 besten Podcastepisoden 2024 vor. Innerhalb von 5 Tagen bekommt ihr die Crème de la Crème von digital kompakt 2024 auf die Ohren! Los geht's! Das Thema OKRs (Objectives and Key Results) ist in letzter Zeit auf großes Interesse in unserer Community gestoßen. Es ist eine Zielsetzungsmethode für Unternehmen, die durch Firmen wie IBM und Google bekannt wurde. Die fünf größten Fehler, die man hinsichtlich OKRs machen kann, offenbart uns Marco Alberti, Gründer und Geschäftsführer von Murakamy. Die Strategieberatungsfirma spezialisiert sich auf das Finden einer Vision und der Strategie. Sie gibt Unternehmen Insights zu moderner Führung und OKRs. Du erfährst... ...wie OKRs definiert werden ...wie Frameworks richtig eingeteilt werden ...was die Erfolgstreiber von Unternehmen sind ...wie Murakamy bei der Visions- und Strategiebildung hilft ...welche Kultur dafür gebraucht wird ...wie Ziele fokussiert werden ...wie aus Konsequenzen Veränderungen vorgenommen werden Du verstehst nur Bahnhof? Zu viel Fachchinesisch? Unser Lexikon hilft dir dabei, die wichtigsten Fachbegriffe zu verstehen:Objectives and Key Results (OKRs) - Eine Zielsetzungsmethode für Unternehmen, die Ziele (Objectives) festlegt und greifbare Ergebnisse (Key Results) definiert.Strategieberatung - Eine Dienstleistung, die Unternehmen dabei unterstützt, ihre strategische Ausrichtung zu finden und zu optimieren.Vision - Ein inspirierendes und langfristiges Zukunftsbild eines Unternehmens, das als Leitstern dient.Mission - Der grundlegende Zweck oder Auftrag eines Unternehmens, der beschreibt, warum es existiert.Framework - Ein strukturiertes Modell oder ein Satz von Regeln, der eine bestimmte Vorgehensweise vorgibt.OKR Champions - Personen innerhalb eines Unternehmens, die speziell in der OKR-Methodik geschult sind und als Ansprechpartner fungieren. Diese Episode dreht sich schwerpunktmäßig um Kommunikation: Tauche ein in die Welt der Unternehmenskommunikation! Zusammen mit Expert:innen und Kommunikationsprofis analysieren wir praxisnahe Beispiele und teilen konkrete Tipps in Bereichen wie PR, interner und externer Kommunikation oder Werbung. __________________________ ||||| PERSONEN |||||

In this special episode, we hear from Dominic and other industry experts (Michelle Hulse, Director of Revenue Operations at PAX8, Paul Nical, a pioneering RevOps expert from Poland) from the UPGRADE'24 conference. Revenue Opertions is at the heart of this panel discussion. Listen in to how aligning sales, marketing, and finance creates a seamless customer journey. Michelle shares examples from PAX8 and how they revolutionized their lead handling with data-driven strategies. Dominic provides a walk through of the strategic implementation of OKRs and how RevOps can drive sustainable growth without the need for constant funding. Paul discusses the critical metrics for RevOps success and the role technology plays in this unified approach.Real-world examples are shared of optimizing sales performance, leveraging AI for operational efficiency, and the philosophical underpinnings that make RevOps a game-changer across industries—from SaaS to any business with a recurring revenue model. Whether RevOps is a buzzword or the future of strategic alignment, this discussion reveals its undeniable impact on business agility and growth.TakeawaysCollaboration is Key: Revenue Operations joins the dots between Marketing, Sales, and Customer Experience providing a seamless workflow instead of silos.Strategic Growth through OKRs: Objectives and Key Results are significant for structuring tasks and teams.Tech and Innovation in RevOps: pioneering technology tool 'Clay,' which integrates various data sources and automates processes, enabling "all bound" operations.AI can automate data collection, but humans will always lead creative strategic decisions.Timestamps(03:35) Panel Introductions from Karol Popa: UPGRADE'24(05:31) What is Revenue Operations?(08:51) Is RevOps A New Way Forward or Just A Buzzword?(13:53) When To Bring RevOps Into Business.(18:03) Example of RevOps Teams in Pax8.(22:13) Silo Focus Needs To Align.(23:37) Steps To Start With RevOps In Your Business.(26:33) Different Functions In A RevOps Team.(29:00) Strategic Growth Opportunities.(34:21) Aligning Teams With Data.(38:03) Real Impact and KPIs.(44:19) Segmentation of Ideal Partner Profile.(49:16) Technologies For Effective RevOps.(55:37) AI in Revenue Operations.(58:22) Boldest Experiments Within RevOps.(01:03:39) Use RevOps To Drive Innovation & Strategic Change.About UPGRADE'24The UPGRADE'24 conference took place on 21-22 November 2024 in Wrocław, Poland. Organised by ITCorner, the event focused on the technology sector and catered to business owners and C-level executives in the IT industry.The conference addressed strategies for adapting to market changes, methods to enhance business growth and profitability, and opportunities for networking and knowledge exchange with industry leaders. Attendees participated in talks, workshops, and panels designed to help businesses stay competitive during rapid technological transformations.For more information about UPGRADE'24, please visit www.letsupgrade.pl or search for #UPGRADE'24 on social media platform.Follow UPGRADE'24Website: https://letsupgrade.pl About Dominic MonkhouseFounder of Monkhouse & Company, Elite Business Coach and CEO Mentor, author of two smash hit books 'Mind Your F**king Business' and 'F**k Plan B' and Host of the Top 2% Global Podcast 'Mind Your F**king Business'; Dominic Monkhouse is on a mission to demystify business growth. As a Founder and CEO, he has a track record scaling up award-winning technology service businesses and has been called ‘Britain's best boss' for his habit of...

Alyssa Shadinger, CFO of Sisense, sits down with CJ in this episode for a masterful deep dive on building and scaling analytics teams and perfecting the art of the OKR (Objectives and Key Results). They discuss the optimal structure for data and analytics teams and where they should sit within the org. Alyssa explains how Sisense clarified their data models for more accurate self-service reporting, how the company maps their analysts to different teams, and where the costs of this should sit in the P&L. Then CJ and Alyssa delve into OKRs, the biggest challenge to their success, the role of finance in helping the rest of the company define them, and the necessity of linking them to measurable financial outcomes. They also talk about the optimal number of OKRs that an org should have, and other tips for achieving them. If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.—SPONSORS:RemoFirst is a full-service Employer of Record solution that handles all your global employment needs. RemoFirst can help you navigate the maze of regulations and logistical challenges to onboard employees and contractors from anywhere in the world and streamline payroll, taxes, and compliances. Get two months free on EOR fees for your first hire in any country by visiting RemoFirst.com/metrics. Mercury is the fintech ambitious companies use for banking and all their financial workflows. With a powerful bank account at the center of their operations, companies can make better financial decisions and ensure that every dollar spent aligns with company priorities. That's why over 100K startups choose Mercury to confidently run all their financial operations with the precision, control, and focus they need to operate at their best. Learn more at mercury.com.Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.NetSuite provides financial software for all your business needs. More than 40,000 companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅, head to NetSuite https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning. Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at operators-guild.com. 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.

In this episode of the No Hacks Podcast, I had the pleasure of sitting down with Bjarn Brunenberg, Experimentation Lead at TomTom. Bjarn has a passion for turning big ideas into actionable steps, and in this conversation, we get into the nuts and bolts of OKRs (Objectives and Key Results), how they differ from KPIs, and why they're a game-changer for teams and businesses alike.Bjarn shares some incredible stories from his time at TomTom, where he's been helping the company shift from their famous hardware devices to innovative software solutions. We also talk about how OKRs can help bridge the gap between ambitious company goals and the day-to-day work that teams do.Here's a glimpse of what we covered:The difference between OKRs and KPIs (and why getting this right matters).How to avoid common OKR mistakes, like setting vague objectives or misaligning teams.Practical tools like the KPI Tree and Opportunity Solution Tree that make complex goals feel achievable.Lessons from experimentation failures (including a pricing test with unexpected results).How Bjarn applies the principles of OKRs to his personal goals, like learning Portuguese and becoming a keynote speaker.Whether you're a leader, part of a product team, or just someone looking to bring more structure and focus to your goals, there's something here for you. This conversation is full of relatable insights, practical advice, and a good dose of humor about the challenges we all face in trying to “get it right.”Chapters:00:00 Understanding OKRs and KPIs01:33 Bjarn's Role at TomTom03:02 Challenges with OKRs04:01 Aligning OKRs with Business Goals06:46 Frameworks for Clarity10:37 Common Pitfalls in Product Development12:54 Rapid Fire Questions13:18 The Humor in Testing Failures14:13 The Ethics of Pricing Tests14:56 Lessons from Professional Mistakes16:44 Favorite Optimization Tools17:36 Applying OKRs to Personal Life22:17 Real-World Applications of Product Development Strategies25:04 Final Thoughts and Season 2 Wrap-Up---If you enjoyed the episode, please share it with a friend!No Hacks websiteYouTubeLinkedInInstagramX

Ready to set a bold, clear vision for 2025? In this episode of The Human Side of Business Podcast, hosts Ange and Maria reveal a step-by-step leadership roadmap to help you set an inspiring vision that aligns your team and drives transformative success. Whether you're a business leader, team manager, or entrepreneur, this episode is your guide to actionable strategies for goal setting, team alignment, and leadership clarity in 2025.What You'll Learn:Defining Your North Star: Craft a purpose-driven vision to inspire your team.Setting Measurable Milestones: Break ambitious goals into achievable steps using tools like OKRs (Objectives & Key Results). Involving Your Team: Learn collaborative strategies to secure buy-in, drive motivation, and foster shared ownership.Ange and Maria share practical tips, real-life leadership stories, and actionable reflection prompts to help you go from big-picture ideas to a focused, actionable plan for 2025.Key Takeaway: The road to a transformative year begins with clarity, purpose, and a united team. Tune In Now:Start your vision-setting journey and lead with intention for a successful 2025.Join the Conversation:What's your North Star for 2025? Share it in the comments!

Send us a textIn today's episode of Navigating the Customer Experience with Josh Seiden. Josh's insights emphasize that customer-centricity is a journey requiring both leadership and employees to adopt new ways of thinking and working. By focusing on customer needs and empowering teams through OKRs, organizations can create greater value and drive meaningful change.Josh's JourneyJosh began his career in Silicon Valley during the pre-internet days, working in technology. Fascinated by what makes great products and services, he spent many years as a designer and later a product manager. Today, he helps teams collaborate more effectively, fostering customer-centric approaches to deliver exceptional value to the world.About Josh's New Book: Who Does What By How Much? A Practical Guide to Customer-Centric OKRsJosh's book is inspired by his passion for integrating a customer-focused perspective into product and service development. He emphasizes that while creating good products is challenging, it's essential to keep the customer at the core of decision-making. His book introduces OKRs (Objectives and Key Results), a goal-setting framework that helps organizations align their objectives with customer needs.OKRs prompt teams to define clear objectives—what they want to achieve—and measurable key results based on customer outcomes. For example, the Cleveland Clinic uses OKRs with objectives like "Be the best place in the world to receive healthcare" and key results such as reducing serious safety events. This approach ensures customer-centric thinking while empowering teams to solve problems creatively.Overcoming Challenges with OKRsA common pain point in organizations is micromanagement, where leaders dictate tasks rather than allowing teams to leverage their expertise. OKRs address this by shifting leadership's focus from controlling tasks to setting strategic goals and creating an environment where employees can solve problems independently. This requires mutual trust and encourages employees to think critically about delivering customer value.However, resistance to change is a hurdle. Employees may feel overwhelmed by new processes. Josh emphasizes the importance of leadership in clearly articulating why OKRs are being adopted, addressing organizational pain points, and explaining how OKRs will benefit both the company and individual employees. This alignment fosters motivation and helps overcome resistance.Aligning OKRs with Employee NeedsJosh highlights the need to connect OKRs to the employees' sense of purpose. Everyone within an organization has customers—whether they're external consumers or internal stakeholders. For example, an HR professional's customers might be employees seeking benefits or managers hiring talent. By adopting a customer-centric mindset, employees at all levels can see how their roles contribute to organizational success, making them more engaged and motivated.Key Behaviors for Customer-Centric OrganizationsTo become truly customer-centric, organizations must:Understand Customers Deeply: Organizations should invest in customer discovery, understanding who their customers are, their motivations, and what challenges they face.Prioritize Value Creation Over Sales: Beyond generating revenue, focus on how customers use products and whether those products are delivering real value.Foster a Problem-Solving Culture: Empower employees to solve problems rather than prescribing solutions.Enhance Communication and Transparency: Ensure alignment and clarity in how OKRs connect to customer and employee goals.

Gosia Smoleńska: How OKRs Transformed Our Goal-Setting Process Read the full Show Notes and search through the world's largest audio library on Scrum directly on the Scrum Master Toolbox Podcast website: http://bit.ly/SMTP_ShowNotes. Gosia shares her experience leading a startup through significant change by introducing a goal framework and implementing OKRs (Objectives and Key Results). Initially resistant, the company transitioned to quarterly reviews and goal-setting processes. Teams were tasked with defining their contributions, leading to greater collaboration and understanding of their roles. Regular retrospectives and actionable feedback refined the approach, while tools like Monte Carlo simulations and WIP limits helped maintain focus. This story emphasizes that driving change requires adaptation and continuous learning. Self-reflection Question: How do you ensure that goal-setting frameworks support your team's focus and growth? [The Scrum Master Toolbox Podcast Recommends]

כמה ״Objectives״ כדאי להציב לארגון שלנו בתכנון האסטרטגיה? איך יודעים אם ה-״Key Results״ שהגדרנו נכונים עבורנו? ומה ההבדל בין ״Initiative״ למשימות ברואוד-מאפ? אחרי שבפרק האחרון דיברנו על המהות של הטמעת Objectives and Key Results בארגון שלנו, כדרך לייצר פוקוס ויישור קו ולתרגם את האסטרטגיה לתוכנית פעולה - הפעם אנחנו מדברים על איך כותבים תוכנית OKR באופן נכון ואפקטיבי. בפרק דריה ורטהיים מארחת שוב יוליה פרגו, Director of Program Management במאנדיי, שאחראית בין היתר על ה-OKR בחברה. יוליה תציג צ׳יט-שיט שהרכיבה בהתבסס על הניסיון שלה, עבור מנהלות ומנהלים, ועובדים ועובדות שניגשים לכתוב ולהציב OKR בארגון שלהם. במהלך הפרק דריה ויוליה יגדירו את כל אחת מהשכבות שמרכיבות את המתודולוגיה, ויתנו כלים דוגמאות וכלים מעשיים לכתיבת כל אחת מהשכבות. למדריך לכתיבת OKRs לחצו כאן  האזינו גם לפרק 277 - המסע לעבר ה-OKR: המתודולוגיה שעזרה לנו ליצור פוקוס ושפה משותפת www.facebook.com/groups/startupforstartup/ ניתן למצוא את כל הפרקים ותכנים נוספים באתר שלנו -   https://www.startupforstartup.com/  See omnystudio.com/listener for privacy information.

If you're struggling to keep people engaged and loyal in your product or business, check out my FREE gamification course to learn how to do just that: bit.ly/freegamificationcourse-web The Objectives and Key Results framework can transform ambitious visions into measurable outcomes and inspire high performance. Learn about the critical shift from activity-based goals to outcome-based objectives and how gamification can enhance engagement and loyalty. Our guest: Sara Lobkovich, a seasoned strategy coach, shares her insights and real-world examples of leveraging these powerful tools to drive remarkable organizational progress. Join us on this insightful episode where we explore the intersection of OKRs and gamification. Sara Lobkovich is a strategy coach and huge goal nerd. In her work with status-quo challenging leaders and other workplace rebels, she helps people and companies set clear goals, stay focused, and build cultures where everyone can learn, grow, and achieve meaningful results. She works with organizations implementing Objectives and Key Results (OKRs), a collaborative goal methodology; and, with individuals seeking greater career fulfillment -- especially people who are introverted, neurodivergent, and/or don't come from a "traditional" business background. Rob is a host and consultant at Professor Game as well as an expert, international speaker and advocate for the use of gamification and games-based solutions, especially in education and learning. He's also a professor and workshop facilitator for the topics of the podcast and LEGO SERIOUS PLAY (LSP) for top higher education institutions that include EFMD, IE Business School and EBS among others in Europe, America and Asia.   Guest Links and Info Website: saralobkovich.com LinkedIn: Sara Lobkovich Instagram: @redcurrant_co Upcoming book: youareastrategist.com   Links to episode mentions: Proposed guest: Peter Drucker! Recommended book: How To Measure Anything by Douglas Hubbard Other References: Measure What Matters by John Doerr The OKRs Field Book by Ben Lamorte Objectives and Key Results by Paul Niven & Ben Lamorte Strategic Operator's Power Half Hour by Sara Lobkovich   Lets's do stuff together! Get started in Gamification for FREE! LinkedIn Twitter Facebook Instagram TikTok YouTube Ask a question

In this episode, we dive into the top stories shaping northwest Montana. We cover the latest election results, including significant wins in Flathead Valley and the passage of a historic constitutional amendment on abortion rights. Then, we switch gears to a dramatic police chase through Kalispell that ended in an arrest, giving insight into how law enforcement worked together to bring it to a safe close. Read more from this week's show: GOP dominates Flathead races; two Democrats headed to LegislaturePolice chase through Kalispell ends with arrestMontanans back abortion amendment, nix election reform initiativesRead more state and local coverage: Brodehl retains seat as county commissionerRepublican Tim Sheehy defeats Jon Tester for Senate seatFlathead County voters cited abortion, economy and immigration as top concernsGov. Gianforte wins a second term over challenger Ryan BusseZinke wins reelection, again defeating TranelA big thank you to our headline sponsor for the News Now podcast, Loren's Auto Repair! They combine skill with integrity resulting in auto service & repair of the highest caliber. Discover them in Ashley Square Mall at 1309 Hwy 2 West in Kalispell Montana, or learn more at lorensauto.com. Check out Season 2 of Daily Inter Lake's Deep Dive podcast, dropping on 10/27/24! Reporter Kate Heston presents a four-part series on the Endangered Species Act, exploring the species most at-risk in northwest Montana. Discover how the law has helped some recover from near extinction and the challenges when federal and state protections overlap.Visit DailyInterLake.com to stay up-to-date with the latest breaking news from the Flathead Valley and beyond. Support local journalism and please consider subscribing to us. Watch this podcast and more on our YouTube Channel. And follow us on Facebook, Instagram and X. Got a news tip, want to place an ad, or sponsor this podcast? Contact us! Subscribe to all our other DIL pods! Keep up with northwest Montana sports on Keeping Score, dig into stories with Deep Dive, and jam out to local musicians with Press Play.

In this episode of Bridging the Gap, Matt Reiner speaks with Jordan Hutchinson, VP of Technology and Operations at RFG Advisory, about the critical role of practical technology and behavioral finance in wealth management. Jordan highlights the importance of integrating user-friendly technology into day-to-day advisory operations, explaining how his team conducts ride-alongs with advisors to pinpoint real-world tech needs and drive practice development.The discussion then shifts to behavioral finance, exploring how data and AI advancements have made it essential for delivering personalized client experiences. Jordan emphasizes that building behavioral finance skills is like developing a muscle—it takes ongoing practice and self-awareness for advisors to truly understand and support client needs. He also addresses the need for advisors to maintain boundaries, focusing on their roles without venturing into areas best left to professional therapists.Concluding with a look at firm culture and adaptability, Jordan discusses RFG's hybrid communication model and the importance of a growth mindset within financial firms. He advocates for frameworks like EOS (Entrepreneurial Operating System) and OKRs (Objectives and Key Results) to enhance organizational efficiency. As the industry advances, he anticipates rapid innovation and a need for "legacy modernization," stressing the evolving advisor role in managing diverse client needs beyond traditional investment guidance.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

למה משמשת מתודולוגיית OKR? איך ניגשים להטמיע תוכנית אסטרטגית רחבה בכל הארגון? איך מנהלים תוכנית כזו בפועל? ישנן לא מעט מתודולוגיות לבניית אסטרטגיה לחברה ותרגומה למדדי הצלחה ותוכנית פעולה בשטח. אחת מהן היא הצבת ״OKR״, (Objectives and Key Results), וזו גם השיטה שמאנדיי התחילה לעבוד איתה בשנתיים האחרונות על מנת ליצור פוקוס במטרות החברה ויישור קו בין המחלקות השונות. המסע להטמעת התוכנית הזו (שנמצא עדיין בעיצומו) הוא מורכב ומלא אתגרים: איך רותמים את כלל הלידרשיפ לתהליך, איך יוצרים פוקוס מתוך מאות המטרות שהיינו רוצים להשיג, איך בכלל מנסחים נכון את כל אחד מהשלבים, איך יוצרים עוגנים בשגרה כדי לשמור על קצב קבוע במטרה להגשים את החזון, איך מנהלים התנגדויות שונות ועוד ועוד. אז השבוע בפרק, דריה ורטהיים מדברת עם שירן נאווי, Chief People and Legal Officer ויוליה פרגו, Director of Program Management במאנדיי, שהובילו את תהליך ההטמעה של ה-OKRs בחברה. הן דיברו על המסע המתמשך של מאנדיי עם המתודולוגיה, האתגרים, ועל איך שומרים על גמישות בתהליך, ולא מתאהבים במסגרת שאנחנו עובדים בתוכה.    רוצים לדעת בכל פעם שיוצא פרק חדש? עקבו אחרינו באפליקציות הפודקאסטים  מוזמנים להצטרף אל קבוצת הפייסבוק שלנו ולהמשיך את השיח - www.facebook.com/groups/startupforstartup/ ניתן למצוא את כל הפרקים ותכנים נוספים באתר שלנו -   https://www.startupforstartup.com/    See omnystudio.com/listener for privacy information.

Aligning Business Goals with Customer Needs   Shep Hyken interviews Jeff Gothelf, author of Who Does What By How Much?: A Practical Guide to Customer-Centric OKRs. He talks about how aligning objectives and key results with customer needs can transform business success.  This episode of Amazing Business Radio with Shep Hyken answers the following questions and more:    What is an OKR?  How do customer-centric OKRs help teams focus on the right tasks?  Why is it important for businesses to align their objectives with customer-centric goals?  How does measuring customer behavior contribute to better customer satisfaction?  How can understanding customer patterns help prevent client defection?  Top Takeaways:    OKR is an acronym meaning Objectives and Key Results. They are a strategic framework for setting clear goals and measuring outcomes. By having clear goals and knowing what results are expected, everyone in the organization moves in the right direction. When these OKRs are focused on the customer, they help companies make decisions that make their customers happy and loyal to the brand.     Objectives are qualitative goals describing the end state you want your customers to experience. For example, you want to offer the best product or be the easiest to do business with. The key results are the quantitative measures of human behavior that tell us we've achieved that state. It answers: What will your customers do differently, and by how much?     Customer satisfaction is important, but understanding customer behaviors is crucial. Often, dissatisfied customers stop using the product. They show up less often. They spend less money. They stop telling their friends about it. If you can understand these patterns of your customer's behavior, you can proactively take action before it becomes a problem.    Determine which behaviors (trying out products, asking more questions, etc.) will deliver the results that your company is looking for. Then, create an environment, a system, a service, or a store that positively amplifies those behaviors for the customer.    Providing your team with the objectives and allowing them to figure out the best way to achieve them communicates that you trust your employees to use their skills to meet customer needs.     Not all strategies will work from the start. Organizations need to develop a culture of learning. It allows teams to learn from mistakes and objectively measure the success of an idea. Then, businesses can make informed adjustments and improve with each attempt.     Plus, Jeff explains why some employees end up working on the wrong tasks  and how organizations can avoid that. Tune in!  Quote:   "Customer centricity puts the customer at the center of all our decisions. Every time we make a decision, the critical question is—What impact do we think this will have on the customer? And, is that something that we want to do?"    About:    Jeff Gothelf is a business strategy and customer-centricity expert, speaker, and author. He is the co-author of Lean UX, Sense & Respond, and Who Does What By How Much?: A Practical Guide to Customer-Centric OKRs.    Shep Hyken is a customer service and experience expert, New York Times bestselling author, award-winning keynote speaker, and host of Amazing Business Radio.    Learn more about your ad choices. Visit megaphone.fm/adchoices

Summary In this episode, Andy talks with Jeff Gothelf about the importance of OKRs (Objectives and Key Results) as a customer-centric goal-setting framework. Based on insights from Jeff's book Who Does What By How Much?: A Practical Guide to Customer-Centric OKRs, they explore the challenges leaders face in ensuring their teams work on the right priorities, the misconceptions surrounding OKRs, and the significance of measuring outcomes and value. Jeff emphasizes the need for organizations to focus on customer needs and behavior changes rather than just task completion. The discussion also covers how to implement OKRs effectively, starting small, and the potential for using OKRs in personal goal setting. If you've ever wondered how you and your team could better drive real value for your organization and customers, this episode is for you! Sound Bites "The true measure of the value of the thing that you deliver to your customer is measuring outcomes—meaningful changes in their behavior." "The deliverable is variable. You've got some ideas, some hypotheses about what you might make, but the measure of success is not the development and deployment of that thing—it's the behavior change." "You know you've written a good key result when it literally spells out: 'who does what by how much,' which is the name of the book." "Everyone's got a customer. The true measure of value is measuring outcomes, meaningful changes in their behavior. And that's applicable in every scenario." "It's infinitely easier for someone to just tell you what to do. Honestly, it's easier for the person telling you what to do, and for a lot of folks, they're just like 'tell me what to do, and I'll do it.'" "By the time we decide what to work on to the time that it actually comes out in the market, a lot of that consumer demand has moved on or shifted." "One of the biggest challenges is getting folks to start questioning whether the work they're doing actually solves a real problem in a meaningful way." "The incentives for a lot of teams are to produce a thing, and then they get measured, rewarded, and promoted based on that. Rarely do we ask: did anyone need that thing?" "Make them successful, respect their time, solve real problems in meaningful ways, and make it a delight to use." Chapters 00:00 Introduction 01:39 Start Of Interview 01:49 Why Do People Work On The Wrong Stuff? 04:07 Why Is It Difficult To Get Alignment, Collaboration, And Strategy Focus? 05:10 How Do You Like To Introduce People To OKRs? 07:46 What Are Some Common Misconceptions About OKRs? 10:41 How Do You Define Value? 13:05 What Do You Mean By An Outcome? 17:36 How Do You Go About Starting An OKR System? 20:48 Can OKRs Work For Teams If The Overall Company Doesn't Use Them? 24:35 End Of Interview 24:55 Andy Comments After The Interview 28:07 Outtakes Learn More To learn more about this topic, check out these episodes: Episode 328, with Terry Schmidt about LogFrames. It's different from OKRs, but it's another way to strategically think through the work we're doing. Episode 127, with Rob-Jan de Jong. It's a strategy book that can help with delivering a vision for an organization or team. You can learn more about Jeff and his book at JeffGothelf.com. AI for Project Managers and Leaders With the constant stream of AI news, it's sometimes hard to grasp how these advancements can benefit us as project managers and leaders in our day-to-day work. That's why I developed our e-learning course: AI Made Simple: A Practical Guide to Using AI in Your Everyday Work. This self-guided course is designed for project managers and leaders aiming to harness AI's potential to enhance your work, streamline your workflow, and boost your productivity. Go to ai.i-leadonline.com to learn more and join us. The feedback from the program has been fantastic. Take this opportunity to unlock the potential of AI for your team and projects. Thank you for joining me for this episode of The People and Projects Podcast! Talent Triangle: Business Acumen Topics: Project Management, OKRs, Leadership, Customer-Centric, Goal Setting, Business Strategy, Outcomes, Value Measurement, Implementation, Personal Growth The following music was used for this episode: Music: Underground Shadows by MusicLFiles License (CC BY 4.0): https://filmmusic.io/standard-license Music: Energetic Drive Indie Rock by Winnie the Moog License (CC BY 4.0): https://filmmusic.io/standard-license

Episode web page ----------------------- >>> Insights Unlocked audience survey

So often when businesses fail to meet their revenue targets, the CEO asks leadership what happened. The finger pointing starts. “Marketing isn't giving us enough leads!” “Sales isn't closing the leads we give them!” It doesn't have to be this way. As a B2B sales and marketing leader, I have built aligned GTM teams that focus on outcome-driven goals - opportunities and pipeline - and I structure organizations and workflows to remove the silos and encourage collaboration and cooperation throughout the lead to pipeline to closed-won business. I've seen the dysfunction from both the marketing and sales sides. I've seen the silos. I founded What Great Looks Like to bring greatness to your business. Call me when you want a thorough assessment of your GTM function, covering product marketing, demand generation, brand, customer marketing, marketing operations, and organizational structure. When you want to scale your business and align your teams to win!   Gary's Glossary of Acronyms: •    OKR - Objectives and Key Results (impactful, outcome-driven metrics that deliver business results) •    KPI - Key Performance Indicators (often thought of as key leading indicators as to whether OKRs will be met) •    SDR - sales development representative •    BDR - business development representative (however they're named, people in these roles are responsible for creating qualified opportunities that result in a pipeline for the business.) •    AE - account executive (the salesperson responsible for running with and closing opportunities) •    MQL - Marketing qualified lead (this is a KPI that indicates a person's engagement with marketing content or activities. Often confused with a person who's ready to buy.) •    SQL - Sales qualified lead (this is a person who has been qualified by a BDR to be in market and potentially ready to buy, pending further qualification in an IQM). •    IQM - initial qualifying meeting (a meeting set by a BDR, including the AE and the prospective customer. This is where the AE decides that there's a qualified opportunity to enter into the CRM system) •    CRM - customer relationship management (this is software that allows companies to track prospective and existing customers and all of the interactions with those companies and people at those companies)      About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus and revenue generation experts.  Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. If you are a business owner or sales manager with an underperforming sales team, let's talk. Click here to schedule a time. Please, subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Twitter and check out our website at  http://www.gosalesology.

Troy Larson has over 40 years of software development and technical management experience, including five years at Amazon as a Solutions Architect.In 2022, Troy founded The Unique VA Experience, a Filipino-based coaching company that has trained nearly 300 VAs, providing opportunities for Filipinos who are looking to change careers and for stay-at-home parents looking to enter the workforce.In 2023, Troy launched The Developer's CEO Newsletter, building on his 40 years of experience, focused on the unique challenges faced by software developers who are running a small business or looking to start their own business.In today's episode of Smashing the Plateau, you will learn how to leverage your technical expertise to create impactful coaching programs and newsletters.Troy and I discuss:Troy's journey from a Commodore 64 to founding his own business [02:33]The motivation behind launching the Unique VA Experience in 2022 [03:15]The challenges faced and lessons learned in the VA coaching realm [04:00]The significance of embracing uniqueness in career coaching [04:49]Structuring monthly internship programs for VAs [05:20]The iterative process and unexpected successes, like the bootcamp initiative [07:00]Harnessing community for entrepreneurial support and development [08:00]The benefits of using OKRs (Objectives and Key Results) in a community context [11:00]The public accountability effect of OKRs and the peer pressure involved [12:56]What corporate refugees can learn from using OKRs to achieve their goals [16:12]Learn more about Troy at https://troylarson.com/.Thank you to our sponsor:The Smashing the Plateau CommunitySubscribe today for exclusive, bite-sized strategy advice from our podcast experts – achieving success has never been this easy with just one click!

An objective gives you an inspirational transformation to chase, and key results tell you if you've achieved it. New to the podcast? Check out some of the most popular episodes from the past that collectively serve as the ⁠7 Fundamentals To Self Improvement⁠. I bet you'll be surprised to learn what they are… The 9 Super Habits: Discover the 9 micro-routines and micro-actions that create outsized effects in supporting your energy levels, improved daily productivity, and a strong mindset. ⁠Click here to learn the 9 Super Habits! ⁠