Podcasts about management systems

Get a FREE COPY of Jeff Dudan's book DISCERNMENT here What if the key to building a winning company isn't charisma… but teaching everyone the score? In this episode of Unemployable with Jeff Dudan, Jeff sits down with Jack Stack, founder of the Great Game of Business and pioneer of open-book management. After surviving the collapse of International Harvester in the 1980s, Jack helped lead a leveraged buyout and discovered a painful truth: most leaders don't truly understand their numbers. That realization became a movement. In this conversation, they break down: -Why companies hide financial information -Why financial literacy is the biggest leadership gap in business -How small operational wins compound into massive enterprise value -Why manufacturing matters -The danger of too much overhead and not enough direct labor -How teaching ownership changes people's personal lives -Why talent — not strategy — will determine future valuations -The role of AI in leadership and business clarity -The simple principle that can change a child's future Jack's closing message is simple: “Teach a kid how to make a buck.” Learn more about The Great Game of Business Watch the full episode and see why ownership and transparency create winning cultures. Absolutely. Here's a strong, optimized hashtag block for this episode — built around leadership, ownership, financial literacy, manufacturing, and Jack Stack's brand. Get a FREE COPY of Jeff Dudan's book DISCERNMENT here  #JackStack #JeffDudan #UnemployablePodcast #GreatGameOfBusiness #OpenBookManagement #FinancialLiteracy #EmployeeOwnership #ESOP #BusinessLeadership #Entrepreneurship #LeadershipDevelopment #OwnershipMindset #CompanyCulture #BusinessTurnaround #ManufacturingMatters #LeadershipTransparency #ScaleYourBusiness #WinningCulture #FinancialEducation #BuildToWin Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Get a FREE COPY of Jeff Dudan's book DISCERNMENT here What if the key to building a winning company isn't charisma… but teaching everyone the score? In this episode of Unemployable with Jeff Dudan, Jeff sits down with Jack Stack, founder of the Great Game of Business and pioneer of open-book management. After surviving the collapse of International Harvester in the 1980s, Jack helped lead a leveraged buyout and discovered a painful truth: most leaders don't truly understand their numbers. That realization became a movement. In this conversation, they break down: -Why companies hide financial information -Why financial literacy is the biggest leadership gap in business -How small operational wins compound into massive enterprise value -Why manufacturing matters -The danger of too much overhead and not enough direct labor -How teaching ownership changes people's personal lives -Why talent — not strategy — will determine future valuations -The role of AI in leadership and business clarity -The simple principle that can change a child's future Jack's closing message is simple: “Teach a kid how to make a buck.” Learn more about The Great Game of Business Watch the full episode and see why ownership and transparency create winning cultures. Absolutely. Here's a strong, optimized hashtag block for this episode — built around leadership, ownership, financial literacy, manufacturing, and Jack Stack's brand. Get a FREE COPY of Jeff Dudan's book DISCERNMENT here  #JackStack #JeffDudan #UnemployablePodcast #GreatGameOfBusiness #OpenBookManagement #FinancialLiteracy #EmployeeOwnership #ESOP #BusinessLeadership #Entrepreneurship #LeadershipDevelopment #OwnershipMindset #CompanyCulture #BusinessTurnaround #ManufacturingMatters #LeadershipTransparency #ScaleYourBusiness #WinningCulture #FinancialEducation #BuildToWin Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this episode the boys talk to  Steve Herod the developer of a system that takes all the headaches out of model management. No more pens and paper or having to write up judging results.  This systems lets you get on with the job of running a model show without the hassle of writing  online entries, judging tabulations and award results.     Nathan Bradford, a judge from ScaleACT 2025,  also joins the conversation to explain how easy the hobbyshow program is to use from a punters point of view. If you would like to know more go to www.hobbyshow.org Mailbag, Wheel of Fortune all that and more! Don't forget to support the sponsor of our show Scott from the Scale Modellers Supply https://www.scalemodeller.com.au/ Leave us a message, comment or even ask a question, we would love to hear from you! Write to Onthebench64@gmail.com. If you would like to support our show please go to www.patreon.com/onthebench

In this episode of the Real Estate Pros podcast, host Michelle Kesil interviews André Dénommée, a seasoned real estate investor and property manager. André shares his journey from military service to real estate, detailing how he started his business during the pandemic and the growth he has experienced since. He discusses the importance of organization, networking, and social media in building a successful property management business. André also emphasizes the significance of education for new investors and shares his plans for community service and future business expansion.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

A limited number of qualified maintenance technicians. A robust mix of gasoline-, diesel- and electric-fueled vehicles. There's no shortage of challenges for fleet managers nowadays. To help wade through the environment with valuable perspectives, David Prusinski, who is CEO of Vehicle Management Systems (VMS), appeared on the Live Stage presented by SYCN Auto Logistics during Used Car Week 2025. Prusinski's conversation with Cherokee Media Group's Nick Zulovich is now available through this episode of the Auto Remarketing Podcast.

After spending five years and tens of millions of dollars developing a new travel management system, the Defense Department abruptly scrapped the effort in 2023 and reverted to the legacy Defense Travel System it was meant to replace. A government watchdog looked into why the program failed and how the Pentagon can avoid repeating the same mistakes. For more, Federal News Network's Anastasia Obis spoke with Vijay D'Souza, Director of GAO's Information Technology and Cybersecurity.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

An ISO Management System can't survive without Leadership engagement. It was seen as such an essential aspect that 'Leadership commitment' became a key requirement of many ISO Standards back in 2015 when the Annex SL format was adopted. It's easy to see why. An effective Management System will provide vital information for top management to make decisions on processes, policies and strategic direction. So, how do you get leadership involved with your ISO management system? In this episode, Steph Churchman is joined by Sarah Ball, the Service Improvement Manager at Blackmores, to discuss why leadership involvement is so crucial to effective ISO management, and explains how you can get their buy in whether you've got a mature system or are newly implementing ISO Standards. You'll learn ·      What is the isologyhub? ·      What issue is the Leadership Powerup tackling? ·      Who is the Leadership Powerup aimed at? ·      What are the six steps in the Leadership Powerup Gameplan?   Resources ·      Isologyhub ·      What is the Isologyhub? ·      The Integral Role of Leadership within ISO ·      Aligning Objectives with Strategic Direction   In this episode, we talk about: [02:05] Episode Summary – Blackmores Service Improvement Manager joins Steph on this episode to talk about the crucial role leadership plays in ISO management, and how you can get the most out of their involvement. [00:45] What is the isologyhub? The isologyhub is our online learning platform for all things ISO. Its main feature is the ISO Roadmap, a 7-step guided approach to implementing your own bespoke ISO 14001 compliant Environmental Management System. Since it's creation, it's grown to hold a library of over 200+ ISO related resources. The content available varies from quick accessible content such as ISO templates, ISO handbooks and short from video training we call Coffee Break Training which explain key elements of ISO Standards. This goes onto more in-depth content such as our ISO Pathways which take you through 3 levels of learning to help you progress from Learner to leader in your chosen subject area. There's other exclusive content on there which you can dip into, including ISO templates, training videos and previous workshops covering topics such as ESG and AI management. We also have a number of Gameplans, which are essentially guides where people can work through a particular set of information about a topic and get practical guidance that can be applied within their own organisation.   [02:05] What issue is the Leadership Powerup tackling? In the past, it was quite easy for leadership to lose interest in the Management System once it had been implemented. This was in part due to how Standards used to be written, and would result in the system being delegated to specific individuals. In 2015 this, along with a number of other issues, were addressed and a new clause structure was introduced. This means that Leadership Commitment now isn't optional, as it's a direct requirement of all ISO Standards (Clause 5 typically).   The Leadership Powerup Gameplan aims to help leadership understand their role in making the Management System effective for the wider business. It helps to assess their current level of commitment and guides you through a path of improvement to get them to be a positive ambassador for the Management System. Where leadership is concerned, it's important to remember that you're leading by example. If you don't care about the Management System, why should anyone else? For those that want more of a deep dive on Leadership's role within ISO, check out a previous podcast. [06:05] Who is the Leadership Powerup aimed at?: As a minimum it should be the individual or team that have day-to-day responsibilities relating to the management system. Ideally you would also want a member of leadership, as you'll need their input to gauge the current level of commitment. [06:50] What are the six steps in The Leadership Powerup?: Step 1: Evaluate Leadership – For this step it's important that you're 100% honest in your reflection of how leadership are currently promoting and engaging with the management system. It includes a workbook to help you self-score, though we recommend getting a team involved who can help shape a full perspective their engagement in reality.  The included workbook also contains examples of key causes for a lack of leadership engagement. It walks you through the reasons for these causes, as it's only through understanding why something is happening is when you can seek to resolve the issues. Step 2: Boosting Knowledge - This section works through what good looks like in terms of effective leadership commitment. You need to be able to understand the ideal end point before you can plan on how to get there. Included in this section are key definitions and videos that break down what good looks like for leadership commitment. Step 3: Planning Your Process – During this step you will plan on how to reach your end goal. By this point you will have assessed your current level of leadership commitment and you will have a good idea of what good looks like. Included in this step is another workbook that will guide your planning process to answer the following questions: ·      What do you want to achieve by the end of the Gameplan? ·      What does good leadership engagement look like for us specifically in this business? There's also a helpful section on understanding how processes interact, which is a fundamental part of ISO management. It's about how your business operates as one big system and not as siloed departments and processes. Having leadership understand that big picture so that they can communicate that impacts to certain teams does affect the whole business. Step 4: Deliver Data – This section is all about information. Leaders love data as it helps them to make informed business decisions. This step guides you through what sort of data you should be gathering and how it can be presented to leadership. This is crucial as it links back to one of the fundamentals of quality management, that being data-driven decision making. This could be in the form of customer feedback or employee feedback, or in other metrics such as health & safety incident etc. It's all about making the most of this data. Step 5: Strengthening Strategy – It's very important that your ISO management system aligns with your businesses' strategic direction. This is a key way that you can get leadership involved in the management system, as the business direction will already be a key focus for them. Ensuring the management system not only aligns but helps to facilitate that will ensure that it stays at the forefront of their minds. This step provides you with guidance on how to go about aligning leadership priorities and management system priorities. Step 6: Consolidating Compliance – This step is about ensuring that you are doing what you say you're doing. The key part of leadership involvement includes leading by example, such as reviewing policies and updating them if they are no longer working for the business. It's about continuous review and implementation of key feedback and communication of changes happening within the management system from top management down. This Gameplan can be useful for businesses where the Management System has been in place for a while and may not require their direct attention once certification has been achieved. In order to drive effective continual improvement, it's key that they still keep that management system at the core of their activities. It can also be helpful when there is a change in leadership, and new individuals may not know what their level of involvement should be.  If you'd like to become a member of the isologyhub, we have an exclusive 20% discount available for listeners, simply Contact Us and quote: Isologyhub20 to claim that discount. We'd love to hear your views and comments about the ISO Show, here's how: ●     Share the ISO Show on Twitter or Linkedin ●     Leave an honest review on iTunes or Soundcloud. Your ratings and reviews really help and we read each one. Subscribe to keep up-to-date with our latest episodes: Stitcher | Spotify | YouTube |iTunes | Soundcloud | Mailing List

The South African Local Government Association (SALGA) is calling for urgent national action to strengthen disaster management systems. The government has declared a national disaster in provinces hit by severe flooding, including KwaZulu-Natal, Mpumalanga, Limpopo and the Western Cape, which has also faced fires. SALGA Chairperson for Emergency Services and Disaster Management Working Group, Mluleki Nkosi says affected municipalities are struggling to cope due to resource constraints. Elvis Presslin spoke to Mluleki Nkosi to elaborate further on his sentiments

Lors de l'émission Cozer Do Mo Pep diffusée ce dimanche sur Top FM, les auditeurs ont été nombreux à exprimer leur frustration face aux problèmes persistants. Certains ont dénoncé la lenteur des bus, tandis que d'autres ont pointé l'absence de service sur certaines lignes en fin d'après-midi. « Les bus arrivent souvent en retard et certaines lignes ferment trop tôt, ce qui complique nos déplacements quotidiens », confie un auditeur. Pour répondre à ces préoccupations, Iqbal Oozageer, responsable de la communication au ministère des Transports, a indiqué que 2026 sera une année clé pour le secteur. Selon lui, des initiatives telles que le Bus Services Bill et le Fleet Management System devraient permettre de résoudre de nombreux problèmes et améliorer significativement l'expérience des usagers.

In this episode of the Ephesiology Podcast, Andrew Johnson, Michael, and guest Lance Ford delve into the themes of church leadership, the disconnect between leadership and the body of Christ, and the systemic issues that plague modern church structures. They discuss the impact of Lance’s book, ‘The Atlas Factor,’ which emphasizes the need for a shift in leadership paradigms, focusing on Jesus as the head of the church rather than human leaders. The conversation also addresses the prevalence of spiritual abuse, the importance of vision and mission in church leadership, and the necessity for systemic change to foster healthier church environments. Lance shares insights on how to navigate leadership challenges, differentiate between bad leadership and narcissism, and the role of the church in addressing these issues. The episode concludes with a call to center on Jesus and the hope for restoration within the church community. Keywords church leadership, Atlas Factor, spiritual abuse, church movement, leadership structures, restoration, community engagement, Jesus, church health Sound bites “It’s the system, stupid.” “We need to start in our seminaries.” “Jesus is our hero. He is our savior.” Takeaways The church’s leadership structure often disconnects from Jesus as the head. Lance’s book, ‘The Atlas Factor,’ emphasizes shifting leadership focus. Spiritual abuse is prevalent in many church contexts. Leadership systems need to be reformed for healthier church environments. The importance of vision and mission in church leadership cannot be overstated. Staff members often feel oppressed and manipulated in their roles. Differentiating between bad leadership and narcissism is crucial. A systemic change is necessary for true church reform. The church must engage in community and address leadership issues. Hope for restoration lies in centering on Jesus.  Chapters 00:00 Introduction to the Ephesiology Podcast 02:45 The Atlas Factor: Leadership in the Church 05:35 Misalignment in Church Leadership Structures 08:49 The Disconnect Between Leadership and the Body of Christ 11:47 The Role of Vision and Mission in the Church 14:26 The Impact of Leadership Models on Church Growth 17:31 Understanding Spiritual Abuse in Church Leadership 20:36 The Consequences of Management Systems in the Church 24:45 The Dark Side of Church Leadership 26:17 Navigating Abuse in Church Settings 34:30 The Role of Systems in Church Leadership 41:06 Building a New Church Leadership Model 47:18 The Future of Church Leadership Education Connect With Us Follow Ephesiology: Website | Twitter | Instagram | YouTube Follow Andrew Johnson  @thediscfan.bsky.social If this episode encouraged you, please leave a review and share it with others exploring missional living in post-Christian contexts. Thanks for doing theology in community with us today! If you have a question or topic that you'd like to hear addressed on the Ephesiology Podcast, just send it to Andrew at thediscfan@gmail.com. Donate Find the podcast on your favorite podcast app Just search for “Ephesiology” Our Podcasters Michael CooperProfessor | Missiologist | AuthorMichael is the missiologist in residence with East West where he focuses on equipping and empowering church leaders in evangelism, discipleship, leadership, and catalyzing church planting movements in the most difficult to reach places on the planet. He is the author of Ephesiology: The Study of the Ephesian Movement as well as many other books and academic articles. He has lectured at universities around the world and serves as affiliate faculty at Kairos University where he facilitates the degree programs in partnership with Ephesiology Master Classes.Andrew JohnsonMinistry Lead, West Village ChurchAndrew is a proud husband, father and pastor who desires all to know the one true King. He is honored to serve at West Village Church in Victoria, BC. Previously, he's ministered in Houston, Chicago, Indy, Flagstaff and Tempe in a variety of church contexts. Andrew has a BA in Christian Ministry from Trinity International University and an MA from Phoenix Seminary. He is currently a Doctor of Ministry student at Kairos University and is the co-host of the Ephesiology Podcast. When not at work, he's an avid disc golfing, vinyl playing, Spider-Man following/collecting fellow. Go Pacers. Do you enjoy the Ephesiology Podcast? Partner with the Pod The Ephesiology Podcast comes to you from a desire to engage in community conversations about the intersection of theology and culture. We do not believe such dialogue should come with a cost so the podcast will always be free. However, if you've benefited from the Ephesiology Podcast, would you consider a nominal $5 per month donation? All proceeds from the podcast go toward helping bring needed theological education to the majority world through our Ephesiology Master Class initiative to end a theological famine. We'd be honored to partner with you to continue providing solid biblical, theological, and missiological content for listeners around the world. Donate Empowering Future Church Leaders Imagine a world where passionate, equipped Christian leaders spread God's Word in areas with the greatest need—leaders grounded in both deep theology and practical ministry skills, trained to make a lasting impact in their communities. Through your support, this vision can become a reality for students from countries like Malawi, Tanzania, Kenya, Nepal, and India who are eager to teach and multiply disciple-makers in their own regions. Learn More Ephesiology: A Study of the Ephesian Movement If you want to understand principles for the growth of Christianity in the first century, the place to begin is the city of Ephesus. In this winsome study, Ephesiology offers readers a comprehensive view of the empowering work of the Holy Spirit in the most significant city of the New Testament, and compels us to ask the question: how can we effectively connect Christ to our culture? “Masterfully handling the book of Ephesians and using its content as a definitive guide, Michael Cooper lays a theologically strong foundation that is both corrective and directive to disciple making movements. The principles he gleans from the book of Ephesians and related texts, help to ensure the on-going multiplication and maturation of a movement. Because these are supra-cultural principles, they are applicable anywhere in the world.” Marvin J. Newell, Staff Missiologist, Missio Nexus, Author of Crossing Cultures in Scripture Buy This Now! Educating to Shift the Tracks of History To shift the tracks of history requires leaders who are equipped to critically assess and engage the contours of contemporary culture. As a new initiative in collaboration with the Movement Leaders Collective, Kairos University, and Ephesiology, we deliver just-in-time theological education focused on issues important to you, mxAcademy is designed as the theological and missiological foundation to unlock your potential as a movement leader and catalytic thinker. mxAcademy is a dynamic and innovative educational experience rooted in mDNA.We dream of a church fully equipped, fully mature, fully mobilized, and fully alive. A church that lives and breathes the Good News of Jesus! Learn More Join a Community Conversation at Ephesiology Master Classes Areopagus Symposium Taking its inspiration from the historical and philosophical legacy of Athens, Greece, the Areopagus Symposium focuses on intellectual and philosophical topics related to Christology, missiology, and ecclesiology. We invite scholars, theologians, and practitioners from diverse backgrounds to engage in a profound exploration of the theological landscape at the intersection of these vital disciplines. Sign up for an Ephesiology Master Classes account and gain free access to the Areopagus Symposium. Check it out! The Ephesiology Podcast and Ephesiology Master Classes are ministries of TELOS.GO, a registered 501c3 non-profit agency committed to imaginatively missional ways of engageing culture, church planting, and theological education. Your donation to the podcast is tax deductible.

Real estate can feel like a 24/7 industry — and when you add multiple businesses, a team, family, sports schedules, and real life on top of it, it's no wonder so many women feel like they're constantly behind. In this episode, I'm walking you through my exact time and task management system — the rhythms, routines, and tools I use to keep multiple businesses, a team, a podcast, a community, and family life running without burning out.   We'll talk about: Why having start and stop times (most days) actually makes you more productive. How I use boundaries and theme days to stay focused. The difference between time blocking and rhythms — and why rhythms work better for my real estate life. My weekly planning session + brain dump, how I use my paper planner alongside digital calendars, and why I subscribe to sports and event calendars instead of entering everything manually. How I manage daily tasks so my list is realistic, not a guilt trip — plus the "big project list" I keep visible when there's a lot happening.   If you've been craving more ease, structure, and peace in your days — without pretending real estate is a 9–5 — this behind-the-scenes episode will give you practical ideas you can start using right away.   Click subscribe to be notified every Wednesday when our latest episode is released, and be sure to check out our group on Facebook. https://www.facebook.com/groups/empoweringwomeninrealestate We are 40,000 members strong and we want you to join us! And if you want to follow me on Instagram, that's where I'm having the most fun right now. https://www.instagram.com/karen.w.cooper/

Are you managing or just hoping? If your team has grown from five to twenty people and performance is running on memory and gut feel, this episode gives you a simple system you can roll out in thirty days. No complex software. Just a clear rhythm that creates better conversations and better results. In this episode you will learn • The purpose of reviews in a growing business and how to keep them about growth and clarity • A light structure that uses quarterly conversations plus one annual wrap • A conversation first template that drives real dialogue without extra paperwork • How to link performance and potential for fair decisions without heavy grids • A practical 30 day rollout plan any manager can lead • The metrics that show your system is working and the pitfalls to avoid Make sure to subscribe to stay updated with new releases every second Monday!  Visit amplifyhr.com.au for more insights and resources.  Send a textOn Thursday 12 March in Sydney. Join us for a hands-on, in person, interactive workshop is designed to equip business owners and leaders with tpractical tools to build capacity, clarity and control, and a simple 90-day plan you can implement straight away. Register: https://tinyurl.com/AHR26SydEvent

In this engaging session, Rolando Vargas, Global Director of Organizational Excellence and researcher of NeuroExcellence, reveals how modern management systems can be strengthened by applying insights from neuroscience, neuroeducation, and the Shingo Model. His central message is clear: organizations perform at the speed of human cognition, and leaders can dramatically improve results by designing systems that work with the brain rather than against it.Rolando explains how stress, uncertainty, and overload limit performance, while clarity, trust, autonomy, and meaningful feedback accelerate learning and execution. Participants will explore practical concepts such as SCARF-based communication, motivation hygiene, cognitive load protection, and coaching cadences that reinforce ideal behaviors.Grounded in real-world examples from terminal operations and healthcare, this webinar demonstrates how small adjustments to daily management, reporting, and leader–team interactions can significantly improve psychological safety, decision-making, and consistency.This session offers a clear, actionable lens on organizational excellence that is rooted in biology and driven by principles. Leaders will walk away with practical tools and a deeper understanding of how to shape systems that unlock human capability, strengthen culture, and sustain high performance.To learn more about the Shingo Model, please visit https://shingo.org.

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

Download the FREE Tech Stack Checklist: tiquehq.com/tech-stack?utm_source=Podcast+Episode+154&utm_medium=Podcast+Episode+154&utm_campaign=Tech+Stack If choosing a task management system feels overwhelming, this episode is for you! Jennifer chats with system strategist Sarah Wills, founder of HeySwillsy and the expert behind Tique's ClickUp Business Hub. Sarah explains what a task management system actually does for your business, how it differs from a CRM and email marketing platform, and why the right tool can completely transform the way you work. She shares the essential features to look for, and explains why some platforms fall short while others scale effortlessly with your business. You'll also hear what finally pushed her toward ClickUp, how she helps travel advisors customize their systems, and the surprising ways data tracking can save you time, money, and stress. Whether you're drowning in sticky notes, managing a growing team, or trying to keep client work from slipping through the cracks, this episode will help you understand the logic behind your systems so you can work smarter, not harder! Connect with Sarah Wills: heyswillsy.com instagram.com/heyswillsy Today we will cover: (01:30) Meet Sarah Wills; how she became a systems expert (03:45) What a task management system actually does (08:20) What to look for in a task management platform (10:25) Trello vs. Clickup (19:35) How Sarah uses Dubsado and ClickUp together (24:10) How advisors can see referrals, return clients, and true marketing ROI (29:15) How to reevaluate your process using time tracking (38:15) Team management inside ClickUp; onboarding team members or ICs (47:30) What not to use ClickUp for Check out the ClickUp Business Hub Template → tiquehq.com/shop/clickup-business-hub-template Listen to Episode 154: How To Organize And Store Industry Contacts with Kristen Heitman JOIN THE NICHE COMMUNITY VISIT THE TEMPLATE SHOP EXPLORE THE PROGRAMS FOLLOW ALONG ON INSTAGRAM @TiqueHQ Thanks to Our Tique Talks Sponsors: Cozy Earth - Use code COZYTIQUE for 20% off

AI has become inescapable over the past years, with the technology being integrated into tools that most people use every day. This has raised some important questions about the associated risks and benefits related to AI. Those developing software and services that include AI are also coming under increasing scrutiny, from both consumers and legislators, regarding the transparency of their tools. This ranges from how safe they are to use to where the training data for their systems originates from. This is especially true of already heavily regulated industries, such as the financial sector. Today's guest saw the writing on the wall while developing their unique AI software, that helps the financial sector detect fraud, and got a jump start on becoming accredited to the world's first best practice Standard for AI, ISO 42001 AI Management. In this episode, Mel Blackmore is joined by Rachel Churchman, The Global Head of GRC at Umony, to discuss their journey towards ISO 42001 certification, including the key drivers, lessons learned, and benefits gained from implementation.    You'll learn ·      Who is Rachel? ·      Who are Umony? ·      Why did Umony want to implement ISO 42001? ·      What were the key drivers behind gaining ISO 42001 certification? ·      How long did it take to implement ISO 42001? ·      What was the biggest gap identified during the Gap Analysis? ·      What did Umony learn from implementing ISO 42001? ·      What difference did bridging this gap make? ·      What are the main benefits of ISO 42001? ·      The importance of accredited certification ·      Rachel's top tip for ISO 42001 Implementation   Resources ·      Umony ·      Isologyhub   In this episode, we talk about: [02:05] Episode Summary – Mel is joined by Rachel Churchman, The Global Head of GRC at Umony, to explore their journey towards ISO 42001 certification. [02:15] Who is Rachel?: Rachel Churchman is currently The Global Head of GRC (Governance, Risk and Compliance) at Umony, however keen listeners to the show may recognise her as she was once a part of the Blackmores team. She originally created the ISO 42001 toolkit for us while starting the Umony project under Blackmores but made the switch from consultant to client during the project. [04:15] Who are Umony? Umony operate in the financial services industry. For context, in that industry every form of communication matters, and there are regulatory requirements for firms to capture, archive and supervise all business communications. That covers quite a lot! From phone calls, to video calls, instant messaging etc, and failures to capture that info can lead to fines. Umony are a compliance technology company operating within the financial services space, and provide a platform that can capture all that communications data and store that securely. [05:55] Why did Umony embark on their ISO 42001 journey? Umony have recently developed an AI platform call CODA, which uses advanced AI to review all communications to detect financial risks such as market abuse, fraud or other misconduct. This will flag those potential high-risk communications to a human to continue the process. The benefit of this is that rather than financial institutions only being able to monitor a very small set of communications due to it being a very labour intensive task, this AI system would allow for monitoring of 100% of communications with much more ease. Ultimately, it's taking communications capture from reactive compliance to proactive oversight. [08:15] Led by industry professionals: Umony have quite the impressive advisory board, made up of both regulatory compliance personnel as well as AI technology experts. This includes the likes of Dr.Thomas Wolfe, Co-Founder of Hugging Face, former Chief Compliance Officer at JP Morgan and the CEO of the FCA. [09:00] What were the key drivers behind obtaining ISO 42001 certification? Originally, Rachel had been working for Blackmores to assist Umony with their ISO 27001:2022 transition back in early 2024. At the time, they had just started to develop their AI platform CODA. Rachel learned about what they were developing and mentioned that a new Standard was recently published to address AI specifically. After some discussion, Umony felt that ISO 42001 would be greatly beneficial as it took a proactive approach to effective AI management. While they were still in the early stages of creating CODA they wanted to utilise best practice Standards to ensure that the responsible and ethical development of this new AI system. When compared to ISO 27001, ISO 42001 provided more of a secure development lifecycle and was a better fit for CODA as it explores AI risks in particular. These risks include considerations for things like transparency of data, risk of bias and other ethical risks related to AI. At the time, no one was asking for companies to be certified to ISO 42001, so it wasn't a case of industry pressure for Umony, they simply knew that this was the right thing to do. Rachel was keen to sink her teeth into the project because the Standard was so new that Umony would be early adopters. It was so new, that certification bodies weren't even accredited to the Standard when they were implementing the Standard. [12:20] How long did it take to get ISO 42001 certified? Rachel started working with Anna Pitt-Stanley, COO of Umony, around April 2024. However the actual project work didn't start until October 2024, Umony already had a fantastic head start with ISO 27001 in place, and so project completion wrapped up around July of 2025. They had their pre-assessment with BSI in July, which Rachel considered a real value add for ISO 42001 as it gave them more information from the assessors point of view for what they were looking for in the Management System. This then led onto Stage 1 in August 2025 and Stage 2 in early September 2025. That is an unusually short period of time between a Stage 1 & 2, but they were in remarkably good shape at the end of Stage 1 and could confidently tackle Stage 2 in quick succession. The BSI technical audit finished at the end of September, so in total from start to finish the Implementation of ISO 42001 took just under 12 months. [15:50] What was the biggest gap identified during the Gap Analysis? A lot of the AI specific requirements were completely new to this Standard, so processes and documentation relating to things like 'AI Impact Assessment' had to be put in place. ISO 42001 includes an Annex A which details a lot of the AI related technical controls, these are unique to this Standard, so their current ISO 27001 certification didn't cover these elements. These weren't unexpected gaps, the biggest surprise to Rachel was the concept of an AI life cycle. This concept and its related objectives underpin the whole management system and its aims. It covers the utilisation or development of AI all the way through to the retirement of an AI system. It's not a standalone process and differs from ISO 27001's secure development life cycle, which is a contained subset of controls. ISO 42001's AI life cycle in comparison is integrated throughout the entire process and is a main driver for the management system.   [19:30] What difference did bridging this gap make? After Umony understood the AI life cycle approach and how it applied to everything, it made implementing the Standard a lot easier. It became the golden thread that ran through the entire management system. They were building into an existing ISMS, and as a result it created a much more holistic management system. It also helped with the internal auditing, as you can't take a process approach to auditing in ISO 42001 because controls can't be audited in isolation.   [21:30] What did Umony learn from Implementing ISO 42001? Rachel in particular learned a lot, not just with ISO 42001 but with AI itself. AI is new to a lot of people, herself included, and it can be difficult to distinguish what is considered a risk or opportunity regarding AI. In reality, it's very much a mix of the two. There's a lot of risk around data transparency, bias and data poisoning as well as new risks popping up all the time due to the developing technology. There's also a creeping issue of shadow IT, which is where employees may use hardware of software that hasn't been verified or validated by the company. For example, many people have their own Chat GPT accounts, but do you have oversight of what emplyees may be putting into that AI tool to help with their own tasks? On a more positive note, there are so many opportunities that AI can provide. Whether that's productivity, helping people focus more on the strategic elements of their role or reduction of tedious tasks. Umony is a great example of where an AI has been developed to serve a very specific purpose, preventing or highlighting potential fraud in a highly regulated industry. They're not the only one, with many others developing equally crucial AI systems to tackle some of our most labour-intensive tasks. In terms of experience with Implementing ISO 42001, Rachel feels it cemented her opinion that an ISO Standard provides a best practice framework that is the right way to go about managing AI in an organisation. Whether you're developing it, using it or selling it, ISO 42001 puts in place the right guardrails to make sure that AI is used responsibly, ethically, and that people understand the risks and opportunities associated with AI. [26:30] What benefits were gained from Implementing ISO 42001? The biggest benefit is having those AI related processes in place, regardless of if you go for certification. Umony in particular were keen to ensure that their certification was accredited, as this is a recognised certification. With Umony being part of such a regulated industry, it made sense that this was a high priority. As a result, they went with BSI as their Certification Body, who were one of the first CB's in the UK to get IAF accredited, quickly followed by UKAS accreditation. [27:55] The Importance of accredited certification: Sadly, a new Standard creates a lot of tempting offers from cowboy certification bodies that operate without a recognised accreditation. They will offer a very quick and cheap route to certification, usually provided through a generic management system which isn't reflective of how you work. Their certificate will also not hold up to scrutiny as it's not accredited with any recognisable body. For the UK this is UKAS, who is the only body in the UK under the IAF that is able to certify companies to be able to provide a valid accredited certificate. There's are easily available tools to help identify if a certificate is accredited or not, so it's best to go through the proper channels in the first place! Other warning signs of cowboy companies to look out for include: ·      Off the shelf Management system provided for a fee ·      Offering of both consultancy and certification services – no accredited CB can provide both to a client, as this is a conflict of interest. ·      A 5 – 10 year contract It's vital that you use an accredited Certification Body, as they will leave no stone unturned when evaluating your Management System. They are there to help you, not judge you, and will ensure that you have the upmost confidence in your management system once you've passed assessment. Umony were pleased to have only received 1 minor non-conformity through the entire assessment process. A frankly astounding result for such a new and complex Standard! [32:15] Rachel's top tip: Firstly, get a copy of the Standard. Unlike a lot of other Standards where you have to buy another Standard to understand the first one, ISO 42001 provides all that additional guidance in its annexes.   Annex B in particular is a gold mine for knowledge in understanding how to implement the technical controls required for ISO 42001. It also points towards other helpful supporting Standards as well, that cover aspects like AI risks and AI life cycle in more detail. Rachel's second tip is: You need to scope out your Management System before you start diving into the creation of the documentation. This scoping process is much more in-depth for ISO 42001 than with other ISO Standards as it gets you to understand your role from an AI perspective. It helps determine whether you're an AI user, producer or provider, it also gets you to understand what the management system is going to cover. This creates your baseline for the AI life cycle and AI risk profile. These you need to get right from the start, as they guide the entire management system. If you've already got an ISO Standard in place, you cannot simply re-use the existing scope, as it will be different for ISO 42001. If you're struggling, CB's like BSI can help you with this. [35:20] Rachel's Podcast recommendation: Diary of a CEO with Stephen Bartlett. [32:15] Rachel's favourite quote: "What's the worst that can happen?" – An extract from a Dale Carnegie course, where the full quote is: "First ask yourself what is the worst that can happen? Then, you prepare to accept it and then proceed to improve on the worst." If you'd like to learn more about Umony and their services, check out their website.   We'd love to hear your views and comments about the ISO Show, here's how: ●     Share the ISO Show on Twitter or Linkedin ●     Leave an honest review on iTunes or Soundcloud. Your ratings and reviews really help and we read each one. 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When embarking on your ISO journey, a crucial first step is evaluating your current level of compliance and identifying what gaps need to be filled to gain certification or fully align with a Standard. This is typically done by conducting a Gap Analysis. This exercise sets the foundations for your ISO Implementation project, from setting key actions and objectives, to resourcing and establishing a project timeline.   In this episode, Ian Battersby dives into the purpose of a Gap Analysis, who should be involved in the exercise and what inputs and outputs you should expect to have from conducting a Gap Analysis.   You'll learn ·      What is a Gap Analysis?   ·      What is the aim of a Gap Analysis? ·      What is the process of conducting a Gap Analysis? ·      Who should be involved in a Gap Analysis? ·      What inputs should be included in a Gap Analysis? ·      What outputs can you expect from a Gap Analysis? Resources ·      Isologyhub   In this episode, we talk about: [02:05] Episode Summary – Ian Battersby dives into the first step on any ISO Implementation journey, breaking down what a Gap Analysis is, it's purpose and what you should expect to get out of conducting one. [02:50] What is a Gap Analysis?: Simply put, it's the start of the process. It's a key to understanding where an organisation is right now and establishing what it needs to do on its journey to ISO certification. But it's not just for certification, as certification isn't always what people are trying to achieve. Many businesses opt to align themselves to a standard to ensure they're doing the right thing, but may not go through with full certification. [04:05] Who is the aim of a Gap Analysis? The objective of a Gap Analysis is to carry out a review of your organisation against the requirements of the respective standard. This will help to establish the following: ·      Areas where you conform to the standard, where you may have established the required processes, procedures, roles, responsibilities, systems, methods, documents ·      Areas of nonconformity, where such things will need to be developed ·      You may partly conform, so it's important to understand that as well From that understanding, you can build key actions, timescales and responsibilities for implementing an ISO Standard. It's also very useful to leadership; to clarify what's needed, to look at priorities, to resource what's required and to establish a timeline to your end goal. [06:25] What is the process of conducting a Gap Analysis? It's important to do this in a very structured manner. It's also important to get access to existing documentation and personnel in key roles; they'll be helpful during the gap analysis in providing understanding. You'll need to evaluate your current level of compliance against the following clauses within your desired ISO Standard(s): 4 Context: Understanding the world in which you operate, the people and organisations which are important to you. This is where you will determine the scope of your system (what to include, what parts of the standard are relevant). 5 Leadership: Top management's commitment, how involved they are, their accountability and their commitment to resourcing, promoting, to giving people authority through clear roles and responsibilities. 6 Planning: This is about assessing risks and opportunities; understanding the uncertainty caused by your operating environment (context). It also involves setting objectives and then establishing meaningful plans to address the risks/opportunities and objectives; mitigations; establishing controls; operational processes. 7 Support: This is where you look at people, competence Infrastructure and environment (are your facilities/equipment appropriate to what you need to do). You will also need to identify what you need to monitor and measure to demonstrate the effectiveness of your ISO Management System. Next, you need to cover awareness and communication, i.e. how do you make people aware of your system, policy, processes; what do you tell other interested parties? Lastly, ensure you address how you control the documentation which supports your system. 8 Operation: This address the delivery of a product or service to the customer, including all the processes for doing so. For example, in ISO 9001 this clause defines what's required when designing, developing, controlling externally provided products/services and controlling anything which goes wrong. This is typically the clause that contains the largest difference between ISO Standard, with each one focusing requirements on it's topic focus. For example, ISO 14001 includes requirements for emergency preparedness and response in the event of an environmental incident. 9 Performance evaluation: This is where you review and report on the results of the monitoring and measurement that you've put in place. For those familiar with ISO, this is where the internal audit and management review requirements sit. 10 Improvement: This clause states requirements for addressing any non-conformities that pop-up during your Internal Audits. It also encourages you to address opportunities for improvement to help drive continual improvement and innovation. [13:50] Who should be involved in a Gap Analysis? One key myth that we'd like to clear up is that not everyone in the business needs to be involved in this process, however, we do recommend the following are included: The person responsible for the day-to-day running of the Management System. This may not be known at this early stage, which is fine as the purpose of the Gap Analysis is to identify gaps such as this. Leadership; someone in a senior role; responsible for resourcing the system, communicating its importance to the workforce; responsible for setting the strategic direction and objectives. People who understand the context of the organisation; understanding interested parties (stakeholders); needs of customers and others; the regulatory environment Those involved in risk management; operational, financial, commercial, regulatory, safety or environmental. Someone with knowledge of the legal requirements and how they're evaluated; relative to specific standard. Anyone setting objectives related to the specific standard. Those with knowledge of competence arrangements; not just those responsible for co-ordinating the Management System, but across the board, for delivering operational processes. Those responsible for facilities and equipment; maintenance, service, test, inspection, etc. People responsible for developing and delivering operational processes. People with knowledge of how things are monitored or measured; possibly operations people, data analysis or those who report performance to management. Those who control nonconformity and those who run improvement processes. It can be quite a range of people! However, in smaller organisations there may be quite a limited number who likely wear many hats. Again, that's not a problem, as the Gap Analysis exists to discover that. [21:55] What inputs should be included in a Gap Analysis? This can include a number of things, as not everything will necessarily be a document. Typically, we as consultants will look at: ·      Management System manual or System Scope ·      Organisational chart ·      Mission, vision, values and culture ·      SWOT/PESTLE and Interested Parties ·      Policy relevant to the standard ·      Job descriptions ·      Risk and opportunities analysis; methodology ·      Objectives ·      Legislation register and methods of evaluation ·      Competence arrangements, training records ·      Management System awareness, training completion ·      Details of version and document control in place ·      Monitoring and measuring plans (KPIs, SLAs, internal performance metrics) ·      Internal audit programme and audit reports ·      Management review records ·      Agendas for any regular management meetings ·      Nonconformities, incident report and corrective action records ·      Customer complaints/feedback ·      Emergency Plans ·      Process Documentation ·      Examples of process documentation: ·      Change control documentation ·      Sales, tendering, order processing ·      Procedures for the design and development of products and services ·      Design and development records stating inputs, verification and validation activities, outputs, and approval of changes ·      Procedures to approve products and services for release to customers including quality checks ·      Supplier / third party evaluation and onboarding documents ·      Non-conformity/complaint information ·      Traceability documentation [29:40] What is the output from a Gap Analysis? We look at all of this and compare it against the requirements of the Standard to see where you currently stand. In our case, we do this on a spreadsheet with a simple scoring system to give you an overview of what you already have in place and what needs to be addressed. In many cases, businesses already have a lot of the required documentation, but don't have it tied together in one cohesive system. So a large part of implementation is consolidating that existing documentation, process ect. Into an accessible and easily understood system. The key thing to remember is that this is not an audit. The evidence required does not have to be as detailed as an audit; some things can be taken on trust or face value. At this stage we aren't demonstrating anything to a certification body, and you are not being judged. We are simply looking at what needs to be done to achieve full Implementation or certification. If you'd like assistance with carrying out a Gap Analysis, get in contact with us, we'd be happy to help. We'd love to hear your views and comments about the ISO Show, here's how: ●     Share the ISO Show on Twitter or Linkedin ●     Leave an honest review on iTunes or Soundcloud. Your ratings and reviews really help and we read each one. Subscribe to keep up-to-date with our latest episodes: Stitcher | Spotify | YouTube |iTunes | Soundcloud | Mailing List

This episode originally aired on July 18, 2022: In this audio documentary, Cindy Eisman and Christie Kwan, Community Service Learning students from the University of Alberta, explore why the City of Edmonton made the switch to a new cart system for management of household waste in 2021.Program log.  ★ Support this podcast ★

Drowning in emails? In this episode, Karen walks through the exact email management system she uses to keep multiple inboxes under control—while running businesses, leading a team, raising kids and supporting a 40k+ community. You'll learn how to: Combine accounts into one working inbox (and when to use a separate "bills-only" address). Use color-coded flags tied to themed days (sales, team, EWRE, personal) so nothing gets lost. Decide fast: delete, do, delegate, or defer—and what "Inbox Zero-ish" really looks like. Unsubscribe ruthlessly, block repeat spammers, and stop obsessive checking. Handle time off with a "To Do After Vacation" folder so you return to sanity, not chaos. A simple, sustainable system to reclaim time—and your peace.   Click subscribe to be notified every Wednesday when our latest episode is released, and be sure to check out our group on Facebook. https://www.facebook.com/groups/empoweringwomeninrealestate We are 39,000 members strong and we want you to join us! And if you want to follow me on Instagram, that's where I'm having the most fun right now. https://www.instagram.com/karen.w.cooper/

Choosing the right warehouse management system (WMS) system can simplify your warehouse operations, bolster staff performance and morale, and improve your bottom line. But, before you sign on the dotted line, have you given serious (and honest) thought to how your growing pains might manifest in that pricey new platform?  In this revisited conversation with Casey Winans, CEO of Fullstride, Jason digs into the art and science of a successful upgrade and how to perform an internal review of warehouse processes and employee engagement before making a big move. CONNECT WITH JASON LinkedIn CONNECT WITH CASEY LinkedIn *** For full show notes and services visit: https://www.distributionteam.com Distribution Talk is produced by The Distribution Team, a consulting services firm dedicated to helping wholesale distribution clients remove barriers to profitability, generate wealth, and achieve personal goals.    This episode was edited by The Creative Impostor Studios.  Special thanks to our sponsors for this episode: Connected Peers, providing virtual communities for wholesale distributors; and INxSQL Distribution Software, an integrated distribution ERP software designed for the wholesale and distribution industry.

An ISO project can typically be completed within 6 – 12 months depending on an organisations size and complexity. Anyone who's been through the process of ISO Implementation knows that there is a lot of work involved in that time span, from coordinating teams, gathering and creating documentation to auditing your processes. Now imagine doing that for 3 ISO Standards simultaneously within 3 months! Which is exactly what today's guest, PUBLIC, have achieved. While it's not a timeframe we recommend, their efforts deserve to be celebrated, and displays what good project management with dedicated individuals can accomplish. In this episode, Ian Battersby is joined by Biba Gonzalez, Senior Associate of Business Operations at PUBLIC, to discuss their 3-month dash to implement ISO 9001, ISO 14001 and ISO 20000-1, and explore the challenges and benefits experienced during the process. You'll learn ·      Who is Biba Gonzalez? ·      Who are PUBLIC? ·      What was the main driver behind ISO 9001, ISO 14001 and ISO 20000-1 Implementation? ·      What was the biggest gap identified during the Gap Analysis? ·      What did Biba learn from the experience of implementing 3 standards at once? ·      What are the main benefits of ISO 9001, ISO 14001 and ISO 20000-1? ·      Biba's top tip   Resources ·      PUBLIC ·      Isologyhub   In this episode, we talk about: [02:05] Episode Summary – Ian is joined by Biba Gonzalez, Senior Associate of  Business Operations at PUBLIC, to learn more about their 3-month whirlwind journey towards ISO 9001, ISO 14001 & ISO 20000-1 implementation. [02:30] Jumping in at the deep end: Biba was tasked with obtaining certification to 3 ISO Standard on returning from maternity leave in July 2025. PUBLIC already held ISO 27001 certification, but were looking to achieve ISO 9001 & ISO 14001 before Christmas of 2025. This was quite the task, especially since Biba had no previous experience with ISO Standards! [04:15] Who is Biba? Biba is the Senior Associate of Business Operations at PUBLIC. She has been the driving force behind PUBLIC's ISO 9001, ISO 14001 and ISO 20000-1 implementation. One fact that not many people might know about her is that she has had a private audience with the pope, by complete accident! Simply a case of wrong queue at the right time while on a family vacation. [06:50] Who are PUBLIC? PUBLIC are a digital transformation partner. They work within the private sector to help improve public services, by providing procurement services, online safety programmes and other digitally enabled services. [08:00] What were the main drivers behind achieving ISO 9001, ISO 14001 and ISO 20000-1?: PUBLIC work with a number of Government departments, and while bidding for various frameworks they noticed a trend in requests for bidding companies to have ISO 9001 and ISO 14001 certification. While not always a strict requirement, it was certainly a desirable trait that was preferred of bidding companies. There's also an increasing number of tenders asking for more environmental requirements, such as carbon emission reporting. What used to be a 'nice to have' is now becoming a requirement, and PUBLIC sought to have these requirements met via the relevant ISO Standards. [09:40] A tight timescale: When Biba had arrived back from maternity leave in July, PUBLIC has already booked in assessment dates with a Certification Body. This left quite a tight timeline of just 3-months to get all 3 Standards implemented to a level that could pass a Stage 1 Assessment. They already had an ISO 27001 system in place, but there was still a lot of work to do. A lot had been discussed about the implementation of additional standards in Biba's absence, but no practical steps had been taken aside from booking the audit dates. She certainly had her work cut out for her as most ISO project typically last between 6 – 12 months! Due to all her hard work, and some assistance from Blackmores, PUBLIC passed their Stage 1 assessment with flying colours and are in a good place to tackle their Stage 2 Assessment in late November 2025. [11:40] What was the biggest gap identified during the Gap Analysis? Thankfully PUBLIC didn't have any huge gaps to fill. Due to their previous work with Government departments, they had a lot of the pieces just not together in a cohesive system. They did identify early on that they wanted a system that worked for them in the long term and were conscious of creating something that fit their way of working. With so many ISO Standards, the upkeep alone would have been overwhelming so they aimed to combine as much as they could into one Business Management System rather than opting to silo each individual Management System. [13:00] What were the benefits of Implementing ISO 9001, ISO 14001 & ISO 20000-1? Biba states that the implementation of these ISO Standards took their business to the next level. Coming from a relatively small start-up, there was some of the micro business mentality that remained despite their growth in recent years. ISO Standards helped to keep everyone adhering to the same requirements. PUBLIC have taken a more hollistic approach to ISO implementation to both make it as simple as possible for everyone to work within, while also driving continual improvement within the business. Having established processes means that everyone is singing from the same song sheet, and provides traceable processes that can be questioned and amended if and when issues occur. [16:15] Additional benefits felt from ISO Implementation: There is greater accountability with the Management system in place. There is also the added benefits of being able to bid and win new business opportunities. [17:25] Biba's top tip for ISO Implementation:  Don't try and implement an ISO Standard (or multiple!) in just 3 months. While PUBLIC managed to do so, it was a lot of hard work squeezed into a very tight timeframe, and Biba wouldn't recommend anyone try to match their level of ambition in this regard. Secondly she adds, make the Management System work for you and your business. ISO Standards by their nature read to be fairly generic, and that's by design, so that you have the freedom to implement them in a way that makes sense to you. There is no point implementing an obtuse system that no one wants to interact with, the key is to embed it into the way you already work, with a view to use it as a tool to drive continual improvement as the system matures. [19:00] Looking to the future:  Biba is optimistic about the business, as they're looking to grow by 20% next year, supported by all the work done to Implement ISO 9001, ISO 14001 and ISO 20000-1. While they have had to change aspects of how they worked prior, due to being a small business the nature of approvals and ways of working were on a more individual basis, whereas now there is a team-based approach. It's been a learning curve, but ultimately one that will serve them well as they grow over the next few years. [21:30] Biba's book recommendation:  Invisible Women: the Sunday Times number one bestseller exposing the gender bias women face every day by  Caroline Criado Perez [24:05] Biba's favourite quote:  "Not my circus, not my monkey" an idiom which Biba's sure a lot of Operations Directors can sympathise with If you'd like to learn more about PUBLIC, check out their website. We'd love to hear your views and comments about the ISO Show, here's how: ●     Share the ISO Show on Twitter or Linkedin ●     Leave an honest review on iTunes or Soundcloud. Your ratings and reviews really help and we read each one. Subscribe to keep up-to-date with our latest episodes: Stitcher | Spotify | YouTube |iTunes | Soundcloud | Mailing List

Welcome back to another After Dark episode here on the Iron Sights Podcast. My guest today is Jerry Wetzel, founder of Red Zone Threat Management Systems. Jerry's a lifelong martial artist, gym owner, and educator whose mission is simple — to provide real training for real people to survive real violence.We sat down right after the Combatives Summit 2025 in Mississippi and got into everything from his philosophy on violence and self-defense to his experiences as a coach, business owner, and lifelong learner. In this conversation, we unpack the mindset and methodology behind Red Zone, the importance of realistic training, and how Jerry's perspective is helping reshape how people think about personal protection. We also talk about his new journey into social media, why communication matters as much as combat skills, and how to stay grounded in a space that can often get weird or misunderstood.If you're passionate about martial arts, combatives, or personal defense — or just want to hear from someone who's constantly learning and evolving — you'll get a lot from this one. Sit back and enjoy this After Dark episode with Jerry Wetzel of Red Zone Threat Management Systems.Timestamps:00:00 Intro03:32 Panel Challenges05:29 Jerry's Background06:31 Evolution of Martial Arts12:47 Real-World Lessons16:46 Coaching & Self-Defense39:04 Coaches vs Instructors42:40 Gym Culture & Community51:06 Growth & Social Media01:05:07 Integrity & Openness01:24:03 Red Zone Program01:31:30 Instructor Development01:43:18 Combatives Community & ClosingRed Dot Fitness Training Programs:rdfprograms.comOnline Membership (Full Access To All Programs & Virtual Coaching):https://www.reddotfitness.net/online-membershipVirtual Coaching:https://www.reddotfitness.net/virtual-coachingSelf-Guided Programs:https://www.reddotfitness.net/Self-Guided-Programs1Connect With Us:Website - https://ironsightspodcast.com/Instagram - https://www.instagram.com/ironsightspodcast/Facebook - https://www.facebook.com/

Managing people is one of the toughest — and most rewarding — parts of running a painting business. In this episode of the Elite Business Advice Podcast, host Chris Moore breaks down five essential systems every contractor should implement to lead their team more effectively and create accountability that drives results.You'll learn:✅ How to simplify compensation and make it performance-driven

Design and building websites…that's the fun part.Managing the project, collecting content, onboarding, handling revisions and feedback…typically, not so much.Which is why, if you can automate as much of the repeatable tasks and make a system and process for the “unfun” parts of a web design project, it'll make your life much easier and more profitable.That's what we're diving into this one with automation and systems specialist (and fellow 17hats user) Kristen Lettini.We get into:What automations you're missing (and why to add them NOW)The GOLD of auto-remindersUsing a CRM like 17hats to automate as much as possibleMy “before and after” automation momentWhy improving systems is THE KEY to sustainabilityGet my quote, contract & invoice templates (for free) with a 7-day trial of 17hats, the CRM I've been using for over 10 years!

Continual Improvement is at the heart of ISO Management, a large part of which is dedicated to ensuring issues don't reoccur. This is more than just putting a plaster on it and calling it a day, it's about finding the root cause. This not only eliminates wasted time, effort and money with firefighting repeated mistakes, but also drives meaningful improvement. Over the years, many techniques have been developed to help with finding cause. In this episode, Ian Battersby explores the need to find the root cause of issues in ISO Management and explains some key techniques for root cause analysis that you can put into practice to help stop recurring issues.   You'll learn ·      What is meant by 'finding cause'? ·      Why do you need to find the cause? ·      Where is finding cause specified in ISO Standards? ·      Finding cause in practice ·      What are the 5 Why's? ·      What is the fish bone / Ishikawa? ·      What is FMEA? ·      What is fault tree analysis? ·      How do these techniques work in practice?   Resources ·      Isologyhub   In this episode, we talk about: [02:05] Episode Summary – Ian dives into finding cause within ISO Management, explaining various techniques to help you prevent recurring issues. [03:15] What is meant by 'Finding cause'? When an output from a process is not what was expected, then it is classed as a non-conformity which will need to be addressed through corrective action. Before you can put that action into place, you need to identify the root cause for the issue. It's about putting right what went wrong. [04:00] Why do you need to find cause? Ian gives an example of a reactive response to resolving an issue, it didn't get to the root of why the mistake happened in the first place.   Finding cause is necessary to stop issues from repeating, rather than simply firefighting issues as they occur. ISO terminology has updated to reflect this over the years. There used to be a term called 'Preventive action', but this has since been changed to 'Corrective action' following on from the 2015 Annex SL update to many ISO Standards. This reflects the new risk-based approach to ISO management. The terms are largely the same in nature, but preventive action was widely misunderstood and so this was renamed and clarified following 2015. [05:55] Where is finding cause specified in ISO Standards? As with many aspects of ISO, the need for finding cause can be found in a few places within a Standard, including: - Clause 6.1.1 Planning: It specifies the need to determine risks and opportunities that need to be addressed. This is because they will affect the desired outcome of your Management System. It's also a good place to start thinking about how to reduce those risks. Evaluating your strengths and weaknesses also gives you the chance to contemplate whether your existing processes are good at delivering what you want. Clause 10 Improvement: The Standard states something to the effect of 'the organisation shall determine and select opportunities for improvement and implement any necessary actions to address those opportunities' These opportunities will focus on improving products and services, which includes correcting, preventing or reducing undesired results. Also included under clause 10 is a subclause that directly addresses non-conformities and corrective action. These specify not only the need to resolve issues as they arise, but to evaluate the need for action to eliminate the root cause. Additional requirements include the need to review these actions and determine if they are actually effective. Ian goes into Clause 10 in more detail in a previous podcast specifically looking at opportunities for improvement. [14:20] Finding cause in practice – Why a methodology is necessary: Ian provides an example where an employee may lack confidence completing a certain activity. Their lack of competence could lead to a process being delivered incorrectly. That adverse quality outcome would then likely end up with the customer who would raise a complaint, in this instance that could be a damaged product. The damaged product is what needs correcting, from your perspective you would be looking at what caused that to prevent recurrence. Without knowing the initial cause, you would need to determine whether it's a production issue or a human error. These types of scenarios can branch out further than the initial quality issue. For example, if that damaged product causes harm, then it turns into a health & safety risk. If products need to be scrapped, then there's an environmental factor. Complaints related to product quality may also not be recorded in a standard non-conformity system, and could easily be missed for a full investigation to find root cause. This is why it's important to have a consistent approach, in both logging issues and evaluating them to determine cause. [18:10] What are the 5 Why's? This is one of the more popular methods that people use to determine cause. It's simply a case of asking why a scenario happened, usually 5 times, though you can ask more or less depending on how long it takes to reach the core issue. It doesn't require much training and all it requires is an open and honest response to the questions. This method can get answers quickly and is often utilised as an early problem solving technique. [19:30] What is the fish bone / Ishikawa? This is a more visual method to find cause. Depicting a fish skeleton that categorises possible causes and groups these accordingly. These causes are then discussed for a few minutes, typically with teams of people in order to gain different perspectives to help pull apart complex problems into their contributing factors. This method is particularly useful in cases where there isn't a single underlying cause. [20:30] What is FMEA? FMEA or Failure Modes and Effects Analysis is a more structured technique and acts like a risk assessment in reverse. It looks at what can go wrong, what the effect of failure is and then how critical that failure is to the outcome of what you're trying to do. It uses risk priorities to decide what's more important. [21:15] What is Fault Tree Analysis? This method utilises a top-down logical approach. It's a diagrammatic representation of what's going wrong. It asks, does this happen? Yes or no or both, and branches down paths that explore the issue. It allows for quantitative measures with a number output that can help determine how likely recurrence will be.   It's a method that is often used in engineering and manufacturing processes. [22:55] Scatter Diagrams:  Scatter diagrams are a good tool to find correlation. They help visualise the relationship between two variables. If you have data rich environments, these can really help you plot out those relationships and make those links that otherwise may have been missed. [23:40] The 5 Why's in more detail:  The 5 Why's is a great starting technique as it requires little training. Ian provides an example of using the 5 Why's, with the scenario of a worker who has injured themselves while cutting some wood. Using the 5 Why's, he asks these questions: ·      Why did the workers hand slip while cutting the wood? – They were holding the material in one had without the use of any clamping device to keep it steady. ·      Why was the material being held by hand instead of using a clamp? Because there was no clamping device available. ·      Why was there no clamping device available on the table? The design of that workstation didn't take into consideration the need for a permanent clamping fixture. ·      Why wasn't that taken into consideration for the workstation? The risk assessment for that workstation was overlooked. From this exercise, you can see how you can get to the root of an issue by simply asking 'Why' a number of times. Again, it can be more or less than 5 times, the name is simply a guideline. [25:40] The Fishbone / Ishikawa method in more detail: Another favoured simple technique for finding cause is the fishbone method. It utilises 6 categories to get to the root of an issue, those being:- ·      Machine: Addressing the equipment or technology that you use to deliver products and services. ·      Method: The way in which you deliver products and services. ·      Material: The raw inputs into your processes. ·      Measurement: The data and metrics that you use to monitor the successful delivery of your products and services. ·      Mother Nature: The environment and conditions in which you're operating.  ·      Man – Although this has now been updated to 'People', addresses the human element of product and service delivery. This is a great method for instances where there may be multiple root issues, so you can categorise and analyse each of them with multiple perspectives involved as this is considered a more collaborative method for root cause. [28:15] Record your findings: We dive more into this in a previous episode, but essentially, it's a requirement of every ISO Standard to address these non-conformities as they occur. Going through the process of root cause and rectifying the issue will need documentation to prove that you are actively addressing these issues, as well as doing as much as you can to prevent recurrence.   There is no defined way to do this in the Standard, so it can be documented via forms, intranets, other digital systems etc. Documenting all the evidence of resolving issues may seem arduous at times, but it will ultimately lead to genuine continual improvement, and will lead to reduced overall error.   If you'd like any assistance with ISO Implementation or support, get in touch with us, we'd be happy to help. We'd love to hear your views and comments about the ISO Show, here's how: ●     Share the ISO Show on Twitter or Linkedin ●     Leave an honest review on iTunes or Soundcloud. Your ratings and reviews really help and we read each one. Subscribe to keep up-to-date with our latest episodes: Stitcher | Spotify | YouTube |iTunes | Soundcloud | Mailing List

Anesthesiology 2025, the annual meeting of the American Society of Anesthesiologists, Desiree Chappell speaks with her guest, David Kennedy, Emeritus Professor at the University of Pennsylvania. They discuss the complexities of value-based care models and the essential role of Anesthesia Information Management Systems (AIMS). Dr. Kennedy, with his extensive experience in both private practice and large anesthesia groups, explains the benefits and functionality of AIMS. He highlights how AIMS can optimize data access, improve patient care through real-time analytics, and enhance operational efficiency. Additionally, the conversation covers the integration of AI in these systems, its potential to transform standard care practices, and the need to address data security and clinician skill retention. The episode concludes with the importance of portable AIMS platforms for practitioners working in diverse medical environments.

Michael Mitchell shares his journey from being a general contractor to a successful real estate investor. He discusses the challenges he faced in the renovation process, the importance of project planning, and the lessons learned while scaling his business. Michael also introduces his innovative software, Remodel Estimator Pro, designed to simplify the renovation process for investors, ensuring accurate project planning and budgeting. The conversation highlights the messy reality of real estate investing and the importance of perseverance and adaptability in achieving success.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The 21st century is well underway. So, why are distributors and manufacturers still using 20th-century warehouse management systems? Steve Shebuski, managing director of MCA Connect, says that an outdated WMS costs companies more than they realize.  Jason caught up with Steve to discuss insights gained from his long career in Microsoft-based warehouse solutions, as well as the benefits of a modern WMS on order management, supply sourcing, and business strategy. CONNECT WITH JASON LinkedIn CONNECT WITH STEVE MCA Connect LinkedIn *** For full show notes and services visit: https://www.distributionteam.com Distribution Talk is produced by The Distribution Team, a consulting services firm dedicated to helping wholesale distribution clients remove barriers to profitability, generate wealth, and achieve personal goals.    This episode was edited by The Creative Impostor Studios  Special thanks to our sponsors for this episode: Moblico, helping businesses do more business on mobile devices; and INxSQL Distribution Software, an integrated distribution ERP software designed for the wholesale and distribution industry.

Vera Kim Tequin is Study Member at RoBIMS. RoBIMS, or Records of Barangay Inhabitants Management System, is a centralized information system that can be used by barangay LGU's to better provide its services to its constituents. RoBIMS allow for faster access and more accurate tracking of digitalized data, such that barangay constituents can get their barangay certificates and other documents more efficiently. This episode is recorded live at the USeP KTTD Office, in partnership with AGILab TBI - knowledge and technology transfer division and technology business incubator of University of Southeastern Philippines in Davao City.In this episode | 01:08 Ano ang RoBIMS? | 02:58 What problem is being solved? | 06:09 What solution is being provided? | 17:28 What are stories behind the startup? | 25:39 What is the vision? | 28:22 How can listeners find more information?USEP KTTD OFFICE | Facebook: https://facebook.com/usepkttdAGILAB TBI | Facebook: https://facebook.com/usepagilabTHIS EPISODE IS CO-PRODUCED BY:YSPACES: ⁠⁠https://knowyourspaceph.com⁠⁠APEIRON: ⁠⁠https://apeirongrp.com⁠⁠TWALA: ⁠⁠https://twala.io⁠⁠SYMPH: ⁠⁠https://symph.co⁠⁠SECUNA: ⁠⁠https://secuna.io⁠⁠RED CIRCLE GLOBAL: ⁠⁠https://redcircleglobal.com⁠⁠MAROON STUDIOS: ⁠⁠https://maroonstudios.com⁠⁠AIMHI: ⁠⁠https://aimhi.ai⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠https://asklexph.com⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Argum AI: ⁠⁠http://argum.ai⁠⁠PIXEL by Eplayment: ⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠https://schoolofprofits.academy⁠⁠Founders Launchpad: ⁠⁠https://founderslaunchpad.vc⁠⁠Hier Business Solutions: ⁠⁠https://hierpayroll.com⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠https://agiledatasolutions.tech⁠⁠Smile Checks: ⁠⁠https://getsmilechecks.com⁠⁠CloudCFO: ⁠⁠https://cloudcfo.ph⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠https://cloverly.tech⁠⁠BuddyBetes: ⁠⁠https://buddybetes.com⁠⁠HKB Digital Services: ⁠⁠https://contakt-ph.com⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠https://hyperstacksinc.com⁠⁠OneCFO: ⁠⁠https://onecfoph.co⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠https://unawa.asia⁠⁠SkoolTek: ⁠⁠https://skooltek.co⁠⁠Better Support: ⁠⁠https://bettersupport.io⁠⁠ (Referral fee for anyone who can bring in new BPO clients!)Britana: ⁠⁠https://britanaerp.com⁠⁠Wunderbrand: ⁠⁠https://wunderbrand.com⁠⁠EastPoint Business Outsourcing Services: ⁠⁠https://facebook.com/eastpointoutsourcing⁠⁠DVCode Technologies Inc: ⁠⁠https://dvcode.tech⁠⁠NutriCoach: ⁠⁠https://nutricoach.com⁠⁠Uplift Code Camp: ⁠⁠https://upliftcodecamp.com⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠https://youtube.com/startuppodcastph⁠⁠Spotify: ⁠⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠⁠Apple Podcasts: ⁠⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠⁠Facebook: ⁠⁠https://facebook.com/startuppodcastph⁠⁠Patreon: ⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠PIXEL: ⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠Website: ⁠⁠https://phstartup.online⁠⁠This episode is edited by the team at: ⁠⁠https://tasharivera.com

In this episode, the Lakeridge Health team reflects on their shift from DMS 1.0 to 2.0. Their first system was filled with activity, but huddles and routines often felt disconnected from real daily problems, and strategy came across as too top-down. With support from Value Capture's Didier Rabino, leaders stepped back to observe together, ask sharper questions, and uncover gaps. This created new habits that helped teams solve problems at the root cause, link daily work to strategy, and strengthen leadership development in the flow of work.What once were occasional offline conversations about improvement and growth became part of the daily rhythm. Managers quickly adapted, raising the level of dialogue and capability across the organization. While challenges remain, the team has embraced persistence and problem-solving as the path forward. Their journey shows how DMS 2.0 is creating stronger results, greater alignment, and a culture of continuous learning and improvement—momentum they're excited to share with peers at their October 15 learning event.

In this powerhouse REIA Mastery Series live session, Andy Kouri breaks down what it really takes to grow a property management company that doesn't just survive—it scales.Andy shares the full story of how his family's business, Corey Management, went from 379 units to managing over 2,700 doors across Omaha and Des Moines. From stepping in after his father's passing to implementing military-grade operational systems and growing a team that runs like clockwork, Andy pulls back the curtain on how he's engineering long-term success in one of real estate's most brutal segments.Expect blunt truth about what actually matters in property management—whether you're managing 5 units or 5,000. He covers:Why systems and workflows are non-negotiable (and how they built theirs in AppFolio)How accountability, not heroes, creates performanceWhy speed and urgency in leasing, maintenance, and communication are deal-breakersThe right time to hire (and what roles to hire first)His modular pod structure and how they run lean without chaosRed flags that scream it's time to fire your PM companyWhat not to do when leasing—especially AI agents and friend/family tenantsWhether you're self-managing a duplex or looking to build a third-party management empire, this episode is a masterclass on how to think like an operator and build a real business—not just buy real estate.

In this week's Podcast: So it's Varroa Treatment time once more, that is for many beekeepers around the UK. And it falls within the umbrella of what a lot of beekeepers would term an Integrated Pest Management System. These days, with my focus on bee health I like to call it a Honeybee Integrated Health Management System, listen in to hear why.Hi, I'm Stewart Spinks, welcome to Episode 357 of my podcast, Beekeeping Short and Sweet.Contact Me at The Norfolk Honey CompanyHive Five Multi Guard EntrancesVMD Website: Click HEREJoin Our Beekeeping Community in the following ways:Early Release & Additional Video and Podcast Content - Access HereStewart's Beekeeping Basics Facebook Private Group - Click HereTwitter - @NorfolkHoneyCo - Check Out Our FeedInstagram - @norfolkhoneyco - View Our Great PhotographsSign Up for my email updates by visiting my website hereSupport the show

Think your nonprofit's old emails and files are harmless? Think again. What you keep — and what you don't — could save or sink your organization. It's Jess Birken here, and I'm back with my co-host Meghan tackling a topic that sounds boring but is way more important than you think: data retention policies and how they protect your nonprofit. Real Listener Question: “I work at a nonprofit that serves trans youth. If the government starts targeting nonprofits, what can we do now to prepare and protect our data?” If your organization collects sensitive participant info, donor data, or internal records, what you hold onto could be putting you at risk. From lawsuits to government inquiries, the wrong data strategy can leave you vulnerable. Meghan and I dive into why your nonprofit needs a data retention policy, what you should keep, what you should delete, and how to plan for changing political climates without panicking. What You'll Learn: Why keeping everything forever could actually make your organization less safe The seven-year rule of thumb for retaining records (and when to go shorter or longer) How to protect sensitive participant data in politically charged mission areas What to do before you purge anything — and the legal traps to avoid How to set up a “threat-level” data plan when government scrutiny ramps up Why email hoarding could come back to bite you and how to clean it up smartly Bottom line: Your data is both an asset and a liability. A clear data retention policy protects your nonprofit, your people, and your mission — and the best time to start is now. Resources from this Episode Listen to Episode 89 to learn about conflicts of interest: https://birkenlaw.com/charity-therapy-podcast/ct089/ Get a data retention policy for nonprofits here: https://birkenlaw.com/data Use our data retention policy app here: https://birkenlaw.com/mg-document-app/records-retention-policy/ Previous Episode: Breaking Down the IRS Changes for 501(c)(3) Status for Churches: https://birkenlaw.com/charity-therapy-podcast/ct145/  Episode Transcript: https://birkenlaw.com/wp-content/uploads/2025/08/CT146_Transcript.pdf Connect with Us Jess Birken: https://www.linkedin.com/in/jessbirken/ Meghan Heitkamp: https://www.linkedin.com/in/meghan-heitkamp-829254115/ Listen & Engage Listen on Apple Podcasts | Spotify | YouTube | Amazon Music Rate & Review on Apple Podcasts: Click "Ratings and Reviews" then "Write a Review" Send us your nonprofit questions: https://birkenlaw.com/podcast/#podcast-story   Stay Connected Sign up for the Birken Law Email list: https://birkenlaw.com/signup/   Follow us on Facebook, Instagram, Twitter

Thanks to our partner PromotiveThanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit www.gopromotive.com.Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop The Aftermarket Radio Network: https://aftermarketradionetwork.com/Remarkable Results Radio Podcast with Carm Capriotto https://remarkableresults.biz/Diagnosing the Aftermarket A to Z with Matt Fanslow https://mattfanslow.captivate.fm/Business by the Numbers with Hunt Demarest https://huntdemarest.captivate.fm/The Auto Repair Marketing Podcast with Kim and Brian Walker https://autorepairmarketing.captivate.fm/The Weekly Blitz with Chris Cotton https://chriscotton.captivate.fm/Speak Up! Effective Communication with Craig O'Neill https://craigoneill.captivate.fm/

Thanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit www.gopromotive.com.Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop The Aftermarket Radio Network: https://aftermarketradionetwork.com/Remarkable Results Radio Podcast with Carm Capriotto https://remarkableresults.biz/Diagnosing the Aftermarket A to Z with Matt Fanslow https://mattfanslow.captivate.fm/Business by the Numbers with Hunt Demarest https://huntdemarest.captivate.fm/The Auto Repair Marketing Podcast with Kim and Brian Walker https://autorepairmarketing.captivate.fm/The Weekly Blitz with Chris Cotton https://chriscotton.captivate.fm/Speak Up! Effective Communication with Craig O'Neill https://craigoneill.captivate.fm/

Sometimes it feels like the only person who even notices (or cares!) about the systems in your home is… you. And when that happens, it can be discouraging to keep putting in the effort. But the truth is—creating rhythms and systems still matters, even if no one else seems to notice. In this episode, I'm sitting down with my coaching client, Christina, to talk about what her home looked like before coaching, the changes she's made, and how she's building routines that actually work for her family. She's sharing her wins, her challenges, and the practical shifts that helped her move from overwhelmed to more at peace. Here's what we cover: What life felt like before coaching and what's changed since The routines and systems that made the biggest difference How to think about home management when no one else seems to care Why small steps (like a weekend reset) can create lasting momentum Encouragement for the mom who feels stuck and unsure where to start If you've ever wondered whether all the effort you're putting into your home is worth it, this conversation will remind you that it is—and that you're not alone in the struggle. If this episode blessed you, leave a review! Thank you so much! - XO JOIN The Accountability Club COACHING Schedule a 15-Minute Consultation  FREE Daily Reset Checklist SHOP Workbooks, Workshops, & MORE! DO YOUR WILL Mama Bear Legal 20% Off with code: H&H20 2025-2026 PLANNER At-A-Glance Harmony Planner

In this Field Notes episode we're reviewing Agency Management Systems to automate tasks, distribute leads, and streamline your business.   Read the text version   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Agency Management Systems: AgencyBloc AMS+ AMS360 Hawksoft MedicarePRO NextAgency Radius Agency   Resources: How to Sell Final Expense Insurance FREE eBook Download How to Recruit Agents to Your Downline Integrity Tools for Insurance Agents The Difference Between Captive and Independent Agents Your Best AEP Yet with Ritter Insurance Marketing   References: “AMS360.” Vertafore, https://www.vertafore.com/products/agency-management-software/ams360. Accessed 31 July 2025. “Agency Management System Built for You!” Radius, https://www.radiusbob.com/. Accessed 5 Aug. 2025. “Agency Management System/CRM for Health & Life Insurance: Agencybloc.” AgencyBloc Insurance Agency CRM, https://www.agencybloc.com/. Accessed 31 July 2025. “AMS vs CRM: Choosing the Right Fit for You.” AMS vs CRM: What's Right for You?, https://www.glueup.com/blog/ams-vs-crm. Accessed 31 July 2025. HawkSoft. “Privacy.” HawkSoft, https://www.hawksoft.com/privacy/. Accessed 31 July 2025. “Industry Standard CRM and Sales Tool.” MedicarePRO, https://www.medicareproapp.com/site/siteController/index. Accessed 5 Aug. 2025. HawkSoft. “Insurance Agency Management System.” HawkSoft, https://www.hawksoft.com/agency-management-system/. Accessed 31 July 2025. Katz, Alan. “Nextagency Agency Management System.” NextAgency, 2 Aug. 2025, https://nextagency.com/. “Riskmatch for Agencies & Brokers.” Vertafore, https://www.vertafore.com/products/insurance-analytics-tool/riskmatch. Accessed 31 July 2025. “Sales Enablement Tools for Health & Life Insurance Agencies.” AgencyBloc Insurance Agency CRM, https://www.agencybloc.com/ams/sales-enablement/. Accessed 5 Aug. 2025. Presson, Molly. “What Is an Agency Management System?” Home, PlanYear, Inc., 18 Apr. 2023, https://www.planyear.com/blog/what-is-an-agency-management-system.    Follow Us on Social!  Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/ Not affiliated with or endorsed by Medicare or any government agency.

Why do engineering teams slow down as they scale? It's not the technology—it's the management systems.In this episode, Michi Kono, CTO at Garner Health and former engineering leader at Meta, Capital One, and Stripe, shares his battle-tested approach to building scalable engineering organizations. We explore why most teams slow down as they scale and how to build systems that accelerate growth. Our conversation covers everything from designing effective org charts to creating accountability without killing psychological safety. You'll learn practical strategies for nurturing engineering culture while maintaining high-performance standards.Key topics discussed:The challenges of hypergrowth and the need to constantly reinvent yourselfHow to avoid slowdowns by holding teams accountable for outcomes, not just shipping codeThe art of designing org charts that maximize team autonomyBuilding a culture of accountability and learning from mistakes without blameWhen managers should stop writing code (and why this decision matters)The difference between being a people manager and an executiveWhy communication becomes the most critical skill at senior levelsTimestamps:(00:00) Trailer & Intro(02:10) Career Turning Points(03:55) Skills Advice for Engineers(06:46) The Challenges of a Hypergrowth Company(09:09) Learning and Growing in a Hypergrowth Company(12:07) The Slowdown in Engineering as You Scale(15:55) Designing Organization Structure Well(18:11) Effective Organization Chart Tips(21:05) Nurturing a Good Engineering Culture(25:37) Nurturing Psychological Safety(28:14) Learning from Mistakes & Performance Review(30:27) Being a Mission-Driven Company(32:11) Aligning Mission and Values in the Day-to-Day Work(34:45) The Importance of Management System in Organization(41:53) The Importance of Having Good Managers(45:30) For Strong ICs: Writing Code or Being a Manager?(50:55) The Difference Between a Manager Role and Executive Role(56:01) A Unique Thing Learned from Doing Payment Systems(58:43) 3 Tech Lead Wisdom_____Michi Kono's BioMichi Kono is the Chief Technology Officer (CTO) at Garner Health, a company on a mission to help people get better healthcare. With a unique and extensive career spanning multiple industries, Michi has navigated the entire spectrum of the tech world. He began his journey in startups, one of which was acquired, leading him to a role at Capital One. From there, he gained invaluable experience at tech giants like Meta and financial-tech leader Stripe before taking the helm at Garner Health. Michi is passionate about the art and science of scaling engineering teams, building resilient cultures, and designing effective management systems to drive success in high-growth environments. He believes deeply in empowering engineers, fostering accountability, and the critical importance of clear communication for any leader.Follow Michi:LinkedIn – linkedin.com/in/michikonoTwitter – x.com/michikonoGarner Health – getgarner.comLike this episode?Show notes & transcript: techleadjournal.dev/episodes/229.Follow @techleadjournal on LinkedIn, Twitter, and Instagram.Buy me a coffee or become a patron.

I'm so excited to bring you this special podcast.  We have three bonus podcasts for you during the three days of the Back 2 Basics Challenge. Today in our final episode we are focusing on systems to have in place as we start the new school year.  We are talking with my friend Lori Oberbroeckling. Lori is a mom of four, corporate leader, podcaster, productivity expert, and author of the book Secrets of Supermom: How Extraordinary Moms Succeed at Work and Home & How You Can Too! She is passionate about helping parents who want fulfilling careers–or side hustles or passion projects–while also wanting to feel present and connected to their families.  Lori is a wealth of information and I am so excited to introduce her to you.  You will want to grab a notebook or relisten to this episode, we touch on ways to make the school year easier, systems to have in place, how to deal with an overflowing email inbox, favorite tech toys, and so much more. Grab that beverage of choice and let's dive in!    Special Announcement:  Join our 3 day challenge happening this week, August 13-15th.  This challenge isn't just another to-do—it's a powerful, practical way to take back control of the chaotic transition from summer to school. When you join you get daily prompts to help you shift into school mode, bonus podcast episodes with special guests, a facebook community of other moms to help keep you accountable, and exclusive private podcast episodes just for you!  I wanted to create a challenge that was easy, practical, fun, and where everyone was a winner! Sign up here: https://michellebyrd.myflodesk.com/back2basics Connect with Lori:  Website: https://www.secretsofsupermom.com Podcast: https://secretsofsupermom.com/the-blog/ Facebook Page: https://www.Facebook.com/secretsofsupermom Facebook Group:https://www.facebook.com/groups/secretsofsupermom Instagram: https://www.Instagram.com/secretsofsupermom LinkedIn: https://www.LinkedIn.com/in/secretsofsupermom Amazon Link to Book: https://www.amazon.com/dp/B08VSDJ398/ I pray this blesses you! Michelle PS. If you need some extra accountability or help with productivity hacks, time management tools, mapping out a more efficient daily or weekly schedule, time blocking and so much more. We will break down what isn't working in your schedule, create new personalized goals for you, and determine the next new steps you need to take to have more freedom and live with more joy and laughter!  Grab a coaching call with me at: Email: contact@byrdmichelle.com website: www.byrdmichelle.com Free Productivity Planner - my gift to you! Just go to my website

Get in Touch! Send us a message.This particular firm had HubSpot CRM sitting in their business like an inherited food processor collecting dust on the counter - infinitely functional and woefully underused due to lack of expertise.GET IN TOUCH

In this episode, we dive into fixing warehouse chaos for e-commerce success. Thomas Kircheis, CEO of PULPO WMS, shares how poor warehouse management hurts profits and customers. Learn why 50% of warehouses still use pen and paper, how a WMS cuts costs and boosts efficiency, and why accurate stock is key for scaling. From optimizing routes to reducing staff, discover practical tips to streamline your warehouse and keep customers happy. Topics discussed in this episode:  Why 50% of warehouses still use pen and paper — and how it hurts your business. How warehouse chaos leads to lost sales and unhappy customers. Why stock accuracy is key to scaling your Shopify store. What makes picking the most expensive part of your warehouse. Why warehouse staff walk 10 miles a day — and how to fix it. How one company cut their warehouse team from 50 to 20. What slows down your fulfillment — and kills your profit. Why better warehouse routes beat hiring more people. What most brands get wrong about warehouse growth. Why setting up a WMS only takes 1–2 weeks, not months. Links & Resources Website: https://www.pulpowms.com/Shopify App Store: https://apps.shopify.com/pulpo-wmsLinkedIn: https://www.linkedin.com/in/thomaskircheis/Get access to more free resources by visiting the show notes athttps://tinyurl.com/3u542jpuMORE RESOURCES Subscribe to our FREE Newsletter: https://newsletter.ecommercecoffeebreak.com/ Free Store Optimization Beginners Guide: Instant PDF Download!

Rhythm, predictability and structure could not feel any better! If you're running your home staging business week to week, feeling dizzy at the thought of planning beyond 7 days, that is not where you should be. Most staging CEOs think structure will slow them down, but here's what neuroscience reveals: your brain is literally hardwired to crave predictability. And when tasks that feel urgent are carried into days? You are stuck in threat response mode resulting in decision fatigue, overthinking, and burnout! Today you'll discover why business owners who install simple rhythms; weekly CEO hours, monthly metric reviews, quarterly planning sessions don't just grow faster, but with less stress and more strategic clarity. You'll learn why creating these consistent rhythms for not just productivity can transform how you lead, creating space for clarity, reducing pressure, and allowing you to lead with more intention. Your desired home staging CEO self is already unlocked.  You just have to do the work you most avoid.   WHAT YOU'LL LEARN FROM THIS EPISODE: Why your brain craves predictability (and how that affects how you lead). Weekly, monthly, and quarterly rhythms that create momentum on autopilot. How to build cadence into your week even if it's just you and a whiteboard. How to handle client curveballs and unexpected requests when you have solid business rhythms supporting you   RESOURCES:   Apply for Private Coaching: www.rethinkhomeinteriors.com/privatecoachingapp Enroll in Staging Business School Accelerate Track: www.rethinkhomeinteriors.com/accelerate Join the Staging Business School Growth Track Waitlist: www.rethinkhomeinteriors.com/growth Follow the Staging Business School on Instagram: www.instagram.com/stagingbusinessschool Follow Lori on Instagram: www.instagram.com/rethinkhome Listen to: How to Be Ridiculously Easy to Work With   If you want to learn how to streamline your operations so you can grow with less stress and burnout in your staging business, enrollment is open for Staging Business School Accelerate Track. I'd love to see you in the classroom!   ENJOY THE SHOW? Leave a 5-star review on Apple Podcasts so that more Staging CEOs find it. Also, include links to your socials so that more Staging CEOs can find you. Follow over on Spotify, Stitcher, Amazon Music, or Audible  

Your home doesn't need another checklist. It needs a system. In this final episode of the Systemize Your Life UPGRADE Series, I'm walking you through the four exact steps you need to build a home management system that works in real life—not just on paper.   These are the same steps I used to stop drowning in mess, meals, and mental load… and start living in a home that feels manageable, peaceful, and even fun again.   If you've ever wondered, “How do I actually stay on top of everything?” — this episode is your answer. xoxo, Chelsi Jo . . . .  Ready to finally take control of your home and your time?   Join Systemize Your Life 2.0 – my complete step-by-step home management system. Time blocks, routines, meal planning, cleaning systems, and family contributions—all in one place.   Get it for just $47 with code SYLUPGRADE through Sunday, July 27 https://chelsijo.co/syl

Ian Parr joins the conversation to share insights from his extensive background in construction and the founding of CCS International. He delves into growth strategies, emphasizing the distinction between cost management and estimating, and the integral role of the owner in successful construction projects. Ian discusses early project planning, cost savings, and risk management, illustrated through a senior facility project case study. The episode explores the development and application of Tenzing software, the evolution of construction technology, and the importance of cross-training and staffing. Ian reflects on his career, offering advice to his younger self, and shares final thoughts on business scaling.

Watch the YouTube version of this episode HERE.Are you a law firm looking to adopt AI within their firm? In this episode of the Maximum Lawyer Podcast, Tyson interviews Dan Schnurbusch about the evolving landscape of legal case management tools and the impact of AI on the legal profession. Dan shares his experiences with platforms like Clio, Monday.com, and Airtable, emphasizing the need for flexible, integrated solutions. Case management tools in law firms are essential to streamlining processes and ensuring that cases are dealt with effectively. Dan shares the lack of available all in one legal software solutions. Using different softwares for bookkeeping, case management and report writing can cause issues in automation and efficiency for firms. It is costly to have multiple softwares and many companies are still working on creating comprehensive tools for law firms.Dan and Tyson discuss the future of law as it relates to AI. Statistics show that the cost of AI has decreased, compared to other sectors. This means that it is possible for more AI tools to emerge to help different sectors do their work faster and more efficiently. Dan shares his opinion that AI can help everyone do their work and sectors that refuse to adopt AI will suffer compared to companies that do.Listen in to learn more!03:52 All-in-One Software Frustrations05:03 Economics of Legal Software Development 08:19 AI's Impact on Software Development22:51 Automation vs. AI Agents Analogy 33:30 Favorite AI Prompts & ChatGPT Memory 40:05 Transfer of Trust to AI 44:09 Shiny Object Syndrome & AI Tool Longevity Connect with Dan:Website Instagram Linkedin  TikTok Youtube Tune in to today's episode and checkout the full show notes here. Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn

Over the years, I've built a rhythms that helps me manage the things I want to do, the person I want to become, and the reality of a very digital world.  In this episode, I'm walking you through a 3-part system I use to stay focused and present: The Thriving in Motherhood Planner that helps me move forward in small pockets of time A reflection notebook based on the core of the bullet journaling method (no rulers or fancy spreads required) My Notion-based “second brain” that holds digital tasks, notes inspiration, and big picture thinking This episode gives you an inside look at how I keep things running without burning out and how you can build something similar, on piece at a time. Want to create your own system with real support? The Surviving to Thriving Toolkit is your guide through five intentional phases of growth, complete with tools, strategies, and structure. Join the waitlist here.