Podcasts about okrs

We're always talking about how to create strategic plans and then execute them with intention for immediate action and measurement. As we like to do on this show, we bring forth many different approaches and ways of thinking, because we know not every tool is a one-size-fits-all. Today, that focus is on the OKR framework aka Objectives & Key Results. We wanted you to learn from an expert who knows OKRs better than anyone, so we welcomed on Philipp Schett. He's the Founder of Wave Nine, the #1 OKR consulting firm. You'll also love their free OKR Crash Course. For more about ForthRight Business by ForthRight People or for 1:1 consultation, check us out at ForthRight-Business.com And as always, if you need Strategic Counsel, don't hesitate to reach out to us at: ForthRight-People.com FACEBOOK https://www.facebook.com/forthrightpeople.marketingagency INSTAGRAM https://www.instagram.com/forthrightpeople/ LINKEDIN https://www.linkedin.com/company/forthright-people/ RESOURCES https://www.forthright-people.com/resources VIRTUAL CONSULTANCY https://www.forthright-people.com/shop

In this episode of Building the Billion Dollar Business, Ray Sclafani explores why New Year's resolutions fail inside advisory firms and what high-performing advisory teams do differently when designing kickoff meetings. Drawing on behavioral research and real-world coaching experience, Ray explains that the early breakdown of resolutions is not a motivation problem, it is a design problem.Ray introduces the concept of positive intent, a practical leadership approach that replaces vague resolutions with clear statements of what a team will do, how it will do it, and why it matters. He emphasizes that effective kickoff meetings begin before the meeting itself, with leaders building trust through one-on-one conversations that connect personal goals to professional alignment.The Five-Part Kickoff Meeting Framework for High-Performing Advisory TeamsRefine Annual OKRs to Align Advisory Team Outcomes Define clear objectives and measurable key results that improve client experience, advisory firm performance, and team effectiveness—starting with outcomes, not activity.Set Clear Advisory Firm Priorities With a Strong “Why” Identify the top priorities for the year and state each with positive intent, linking daily decisions to client value and long-term advisory firm strategy.Celebrate the Prior Year to Reinforce Team Performance Recognize wins, reflect on lessons learned, and reinforce behaviors that contributed to advisory team success and sustainable growth.Reinforce Advisory Firm Values Through Shared Team Experiences Bring firm values to life by highlighting real behaviors and building trust through meaningful shared experiences that strengthen advisory team culture.Align Individual Growth and Development With Team Objectives Encourage team members to state clear personal and professional growth intentions that directly support advisory firm priorities and client outcomes.Key TakeawaysMost New Year's resolutions fail within the first six to eight weeksPositive intent provides operational clarity around what will be done, how, and whyLeaders strengthen teams by connecting personally before aligning professionallyKickoff meetings should start with outcomes, not activitiesTeams grow sustainably when individual development aligns with team goalsQuestions Financial Advisors Often AskQ: Why do New Year's resolutions fail in advisory firms?A: Resolutions tend to fail early because they are often vague, reactive, and focused on avoidance rather than progress. According to research referenced in the episode, most resolutions break down within the first six to eight weeks, indicating a design problem rather than a lack of motivation.Q: What is “positive intent” in a kickoff meeting?A: Positive intent is a clear statement of what the team will do, how it will do it, and why it matters. Unlike resolutions, positive intent provides operational clarity and helps teams sustain momentum throughout the year.Q: What should be included in an advisory firm kickoff meeting?A: High-performing advisory teams include five parts: refining OKRs, setting clear priorities with a clear why, celebrating the previous year, reinforcing values through shared experiences, and aligning individual growth with team objectives.Q: Why is celebrating the previous year important?A: Recognition reinforces effective behavior, and reflection turns experience into learning. High-performing teams take time to acknowledge what worked and what did not before moving forward.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

Molly Graham has worked for some of tech's most effective leaders, including Mark Zuckerberg, Sheryl Sandberg, Chamath Palihapitiya, and Bret Taylor. Today she leads Glue Club, a community for leaders navigating rapid scale, growth, and change. She's best known for her “Give away your Legos” framework and her collection of practical mental models for leading through hypergrowth.We discuss:1. “Give away your Legos”: a framework for scaling yourself as a leader2. “J-curves vs. stairs”: the two paths of career growth, and why you should pick the scarier path3. “The waterline model” for diagnosing team problems (and why you should “snorkel before you scuba”)4. Six rules for creating effective goals (and aligning everyone around them)5. Rules of thumb for leading through rapid scale and change6. Her biggest leadership lessons from Mark Zuckerberg, Sergey Brin, Larry Page, Sheryl Sandberg, and Bret Taylor—Brought to you by:DX—The developer intelligence platform designed by leading researchersBrex—The banking solution for startupsGoFundMe Giving Funds—Make helping a habit—Transcript: https://www.lennysnewsletter.com/p/the-high-growth-handbook-molly-graham—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/182877855/my-biggest-takeaways-from-this-conversation—Where to find Molly Graham:• X: https://x.com/molly_g• LinkedIn: https://www.linkedin.com/in/mograham• Substack: https://mollyg.substack.com• Website: https://glueclub.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Molly Graham(04:28) Molly's background at Google, Facebook, Quip, and CZI(11:29) The “Give away your Legos” framework(16:44) Managing your inner monster(19:49) When not to give away your Legos(21:28) Embracing a long career(23:25) The J-curve vs. stairs approach to career growth(32:00) The gift of knowing yourself(34:28) Learning to be a professional idiot(38:30) The waterline model: snorkel before you scuba(47:16) Six rules for creating strong alignment around goals(57:15) Rules of thumb for leading through rapid scale(01:07:49) Investing in high performers vs. low performers(01:10:54) Lessons from Zuckerberg, Sandberg, and Bret Taylor(1:21:15) Pivoting from ambition to purpose(1:26:32) Finding stability in instability(01:29:44) Final thoughts—Referenced:• Making an impact through authenticity and curiosity | Ami Vora (CPO at Faire, ex-WhatsApp, FB, IG): https://www.lennysnewsletter.com/p/authenticity-and-curiosity-ami-vora• Sheryl Sandberg on LinkedIn: https://www.linkedin.com/in/sheryl-sandberg-5126652• Elliot Schrage on LinkedIn: https://www.linkedin.com/in/elliotschrage• Quip: https://quip.com• He saved OpenAI, invented the “Like” button, and built Google Maps: Bret Taylor on the future of careers, coding, agents, and more: https://www.lennysnewsletter.com/p/he-saved-openai-bret-taylor• Chan Zuckerberg Initiative: https://chanzuckerberg.com• 10 contrarian leadership truths every leader needs to hear | Matt MacInnis (Rippling): https://www.lennysnewsletter.com/p/10-contrarian-leadership-truths• ‘Give Away Your Legos' and Other Commandments for Scaling Startups: https://review.firstround.com/give-away-your-legos-and-other-commandments-for-scaling-startups• The Muppets: https://muppets.disney.com• Sara Caldwell on LinkedIn: https://www.linkedin.com/in/saramcaldwell• J-Curves vs. Stairs: Two Approaches to Career Growth: https://mollyg.substack.com/p/j-curve• Forget the corporate ladder—winners take risks: https://www.ted.com/talks/molly_graham_forget_the_corporate_ladder_winners_take_risks• Chamath Palihapitiya on LinkedIn: https://www.linkedin.com/in/chamath• Lori Goler on LinkedIn: https://www.linkedin.com/in/lori-goler-6b96921• Joseph Campbell's quote: https://www.goodreads.com/quotes/192665-the-cave-you-fear-to-enter-holds-the-treasure-you• Zevi Arnovitz on LinkedIn: https://www.linkedin.com/in/zev-arnovitz• Peopling 101: The Waterline Model: https://christinehaskell.com/blog/peopling-101-the-waterline-model• Introduction to NVC: https://www.cnvc.org/learn/what-is-nvc• I hate OKRs... and other thoughts about goal setting: https://mollyg.substack.com/p/i-hate-okrs-and-other-thoughts-about• Lessons from scaling Stripe | Claire Hughes Johnson (former COO of Stripe): https://www.lennysnewsletter.com/p/lessons-from-scaling-stripe-tactics• James Clear's quote: https://www.goodreads.com/quotes/9614600-problem-1-winners-and-losers-have-the-same-goals• Founder mode: https://paulgraham.com/foundermode.html• Stripe: https://stripe.com• Patrick Collison on X: https://www.linkedin.com/in/patrickcollison• John Collison on X: https://x.com/collision• Seth Godin's best tactics for building remarkable products, strategies, brands and more: https://www.lennysnewsletter.com/p/seth-godins-tactics-for-building-remarkable-products• Eric Antonow on LinkedIn: https://www.linkedin.com/in/antonow—Recommended books:• The Artist's Way: https://www.amazon.com/Artists-Way-25th-Anniversary/dp/0143129252• Scaling People: Tactics for Management and Company Building: https://www.amazon.com/Scaling-People-Tactics-Management-Building/dp/1953953212• Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones: https://www.amazon.com/Atomic-Habits-Proven-Build-Break/dp/0735211299—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Steve Martin: Making Scrum Master Success Visible with OKRs That Actually Work Read the full Show Notes and search through the world's largest audio library on Agile and Scrum directly on the Scrum Master Toolbox Podcast website: http://bit.ly/SMTP_ShowNotes.   "It is not the retrospective that is the success of the retrospective. It is the ownership and accountability where you take improvements after the session." - Steve Martin   The biggest problem for Scrum Masters isn't just defining success—it's being able to shout it from the rooftops with tangible evidence. Steve champions OKRs as an amazing way to define and measure success, but with a critical caveat: they've historically been poorly written and implemented in dark rooms by executives, then cascaded down to teams who never bought in. Steve's approach is radically different. Create OKRs collectively with the team, stakeholders, and end users. Start by focusing on the pain—what problems or pain points do customers, users, and stakeholders actually experience? Make the objective the goal to solve that problem, then define how to measure progress with key results. When everyone is bought in—Scrum Master, engineers, Product Owner, stakeholders, leaders—all pulling in the same direction, magic happens. Make progress visible on the wall like a speedometer, showing exactly where you are at any moment. For an e-commerce checkout, the problem might be too many steps. The objective: reduce pain for users checking out quickly. The baseline: 15 steps today. The target: 5 clicks in three months. Everyone can see the dial moving. Everything should focus on the customer as the endpoint. The challenge is distinguishing between targets imposed from above ("increase sales by 10%") and objectives created collaboratively based on factors the team can actually control. Find what you can control first, work with customers to understand their pain, and start from there.   Self-reflection Question: Can you articulate your team's success with specific, measurable outcomes that everyone—from developers to executives—understands and owns? Featured Retrospective Format for the Week: Post-Retro Actions and Ownership The success of a retrospective isn't the retrospective itself—it's what happens after. Steve emphasizes that ownership and accountability matter more than the format of the session. Take improvements from the retrospective and bring them into the sprint as user stories with clear structure: this is the problem, how we'll solve it, and how we'll measure impact. Assign collective ownership—not just a single person, but the whole team owns the improvement. Then bring improvements into the demo so the team showcases what changed. This creates cultural transformation: the team themselves want to bring improvements, not just because the Scrum Master pushed them. For ongoing impediments, conduct root cause analysis. Create a system to escalate issues beyond the team's control—make these visible on another board or with the leadership team. Find peers in pain: teams with the same problems can work together collectively. The retrospective format matters less than this system of ownership, action, measurement, and visibility. Stop retrospective theatre—going through the motions without taking action. Make improvements real by treating them like any other work: visible, measured, owned, and demonstrated.   [The Scrum Master Toolbox Podcast Recommends]

Most people think money fixes everything. It doesn't. It just exposes what you never defined in the first place. My recent conversation with Sharran Srivatsaa (Acquisition.com President) starts with a quiet tension: building something big while trying not to lose the people who matter most. Fatherhood. Money. Ambition. Guilt. All colliding at once. The truth is this: More income without a framework doesn't buy freedom. It buys anxiety with better branding. In this episode, we go deep on what actually works: • Why freezing your lifestyle is the real cheat code • The exact definition of financial freedom (no vibes, just math) • How to run a family P&L like a real business • Why most entrepreneurs are chasing income instead of equity • The parenting framework that removes guilt without quitting the mission • How to stop "working harder" and start diagnosing what's broken • The difference between growth and scale (and why confusing them keeps you stuck) Not with SMART goals. Not with KPIs. Not with OKRs or any of that MBA bullshit. But with simple rules, clear scoreboards, and decisions you can actually live with. One line hit hard: "If you don't know what 'enough' is, you'll never feel like you're winning." This isn't theory. It's lived experience. Five exits. 20+ years. Millions made (and millions lost). And a framework that now runs: the business the money and the family (without everything bleeding into everything else). If you're building fast but feeling off… If money keeps increasing but peace doesn't… If you're winning on paper but questioning the cost… This episode is for you. Watch it slowly, and take notes. Then decide what enough actually means for you.

In this episode of Becoming Reborn, Pat dives deep into the Business Mindset needed for 2026 — starting with one of the most powerful systems we use at Reborn: OKRs. OKR stands for Objective and Key Result. Most people set a goal and stop there. But an objective without a measurable weekly action behind it is just a wish — and that's where the key result comes in. For every 10 week block, the team sets a clear objective and then attaches a weekly key result that drives progress toward it. Every week, each staff member presents their OKR result using our three-tier colour system: Green for hitting the target Orange for close Red for missing it If it's red, there's no hiding — you explain why, what went wrong, and what you're changing next week. It's confronting at first, but it builds clarity, accountability, and real growth. This episode breaks down how OKRs work, why they're so effective, and how you can use them to achieve your personal, fitness, and business goals in 2026. Tune in — this mindset will change the way you operate.

EP 2737 สวัสดีปีใหม่ปี 2026 ตอนนี้จะเล่าถึงเป้าหมายที่ผมใช้ระบบ OKRs สำหรับปี 2026 ทั้งปี และสำหรับของไตรมาสที่ 1 ของปี 2026 และขอสวัสดีปีใหม่ 2026 กับทุกท่าน ขอให้ทุกท่านพบเจอแต่สิ่งดี ๆ ในปี 2026 และปีต่อ ๆ ไปนะครับ

EP 2736 ส่งท้ายปีเก่า 2025 ตอนนี้จะมาสรุป OKRs ไตรมาสที่ 4 ปี 2025 และ OKRs ของทั้งปี 2025 รวมทั้ง Highlight ในเรื่องงานและเรื่องชีวิตในปี 2025 ที่ผ่านมาครับ

[Original air date: May 8, 2025]When it comes to investor relations, an organization's communication strategy should be a key instrument to support its business strategy. While this may seem obvious, so often we get this wrong. In this episode, CJ hosts a masterclass on investor relations with Samuel Levenson of the Arbor Advisory Group and Jon Neitzell of Andruil Partners, focusing on the strategic role of IR in driving company valuation. They cover what “audience opportunity” really means and what to do when you've attracted the wrong investors. They talk about metrics, KPIs, and OKRs, plus why management credibility and conveying conviction can make or break your IR strategy. They also discuss what has changed in the IR profession over time and what hasn't (but probably should) before suggesting changes you can make to drive impact immediately.—LINKS:Samuel Levenson on LinkedIn: www.linkedin.com/in/samlevenson/Jon Neitzell on LinkedIn: www.linkedin.com/in/jonathan-neitzell/Arbor Advisory Group: www.arboradvisorygroup.com/Anduril Partners: https://www.andurilpartners.ai/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Investor Relations as a Strategic Weapon: A Masterclasshttps://youtu.be/ac9xmURhAqE—TIMESTAMPS:00:00:00 Preview and Intro00:02:22 Welcome to Sam and Jon00:03:12 Linking Business Strategy and Communication00:05:01 Proactive vs. Reactive Investor Relations00:06:39 Tailoring the Message by Investor Type00:08:05 Audience Opportunity and Ideal Shareholders00:11:05 When the Investor Base No Longer Fits00:12:21 Shifting Investors as Industries Change00:13:16 Optionality Comes From Patient Shareholders00:14:40 Conveying Conviction Through Credibility00:17:03 Why Investor Days Build Trust00:18:02 Metrics Versus Storytelling in IR00:19:10 Choosing Metrics the Market Actually Rewards00:22:30 Valuation Disconnects and Investor Confusion00:23:17 Finding Metrics That Truly Drive Value00:25:33 Avoiding Bad Capital Allocation Decisions00:26:20 Disclose Versus Guide: Confidence Intervals00:27:35 Knowing What You Don't Know00:29:33 Science Versus Art in Storytelling00:33:11 When Algorithms Become Your Audience00:33:56 Passive Investing Now Dominates Markets00:35:16 Linking OKRs to Value-Driving KPIs00:36:42 Closing the Strategy-Metrics Feedback Loop00:38:07 When Investors Sense Operational Confidence00:39:47 Why IR Becomes Strategy Consulting00:41:28 Why IR Teams Stay Undersized00:43:23 Sam's Accidental Entry Into Investor Relations00:44:34 Mentorship Over Formal IR Training00:46:18 How Markets Outpaced IR Practices00:47:01 Investor Days Go Virtual00:49:34 Designing a High-Quality Earnings Call00:50:41 Investor Days as High-ROI Investments00:51:45 IR Websites as Investor Onramps00:53:42 World-Class Investor Day Examples00:54:20 Using AI to Prepare Investor Communications00:56:19 Building a Proactive IR 2.0 Strategy00:58:33 Why IR Requires Full Executive Buy-In01:00:51 Data Transfers Conviction to Investors01:03:31 Closing Reflections on Trust and Valuation#RunTheNumbersPodcast #InvestorRelations #CapitalMarkets #ValuationStrategy #CFOInsights This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

Chandan Lodha, Co-founder at CoinTracker, joins Amir Bormand to unpack the real shift from big tech to building your own company. From Harvard to Google to Y Combinator, Chandan shares what pushed him to take the leap, how he found the right idea, and what he had to unlearn to lead at startup speed.This conversation is for builders and leaders who want to grow faster, ship faster, and build teams that can actually execute.Key Takeaways• The early career advantage is learning velocity, optimize for environments that stretch you fast• Managing the business is rarely the hardest part, people problems scale with headcount• Big company habits can break you at a startup, especially around distribution, speed, and getting your first users• YC helped most through peer proximity, being surrounded by real users and founders who move quickly• Founder growth is a system, use feedback loops like reviews, 360 input, and personal goal trackingTimestamped Highlights00:00 From Harvard and Google to founder mode, what made him leave the safe path00:35 CoinTracker in plain English, crypto taxes and accounting for individuals and businesses03:32 Leap first, think later, the messy six month search for a real idea05:00 Runway reality, setting a 12 to 18 month window to figure it out06:09 Crypto skepticism to conviction, reading the Bitcoin white paper changed his frame10:05 Leadership lessons at 100 people, why people issues become the main work14:43 Y Combinator benefits, users everywhere and a practical playbook for early company building17:55 Personal growth systems, performance feedback and personal OKRs, plus changing your mind on three issues each year21:04 Becoming a new parent, structure, efficiency, and cutting non essentials23:24 The two skills to build before you leap, building and sellingA line worth keepingManaging the business is easy, managing people is hard.Pro Tips• Set a real runway window, then use it to iterate hard with users every week• Expect to unlearn big company instincts, distribution and speed do not come for free• Build a feedback cadence for yourself, not just your team, reviews and 360 input can surface blind spots• Practice building and selling in small side projects now, those skills compound in any startupCall to ActionIf this episode helped you think differently about leadership and the founder path, follow The Tech Trek on Apple Podcasts or Spotify, and share it with one person who is building or thinking about making the leap.

Este conteúdo é um trecho do nosso episódio: “#311 – Bradesco: Maturidade tecnológica que virou eficiência”. Nele, Cristiane Vagas, Superintendente Executiva no Bradesco, revela como a instituição criou um ambiente que prioriza iniciativas de IA com base nas necessidades reais dos clientes. Ela compartilha a jornada de transformação que habilitou colaboradores a experimentar e contribuir com novas ideias, enquanto equilibra inovação com desenvolvimento de pessoas. Ficou curioso? Então, dê o play! Assuntos abordados: Ambientes favoráveis à inovação; Priorização de IA baseada no cliente; OKRs e alinhamento estratégico; IA transformando experiência do cliente; Tecnologia alinhada ao valor corporativo. Links importantes: Newsletter Dúvidas? Nos mande pelo Linkedin Contato: osagilistas@dtidigital.com.br Os Agilistas é uma iniciativa da dti digital, uma empresa WPPSee omnystudio.com/listener for privacy information.

Bill Saltmarsh joins me to discuss where a modern CDO gets the inspiration to “operate in the producty way” in his domain, which is healthcare. Now Vice President of Enterprise Data and Transformation and the Chief Data Officer at Children's Mercy Kansas City, his early days as an analyst revealed a gap between what stakeholders asked for vs. the outcomes they sought. This convinced him that data teams need to pause, ask better questions, and prioritize meaningful outcomes over quickly churning out dashboards and reports. Bill and I discuss how a producty mindset can be embedded across an organization. He also talks about why data leaders must set firm expectations. We explore the personal and cultural shifts needed for analysts and data scientists to embrace design, facilitation, and deeper discovery, even when it initially seems to slow things down. We also examine how to define value and ROI in healthcare, where a data team's impact is often indirect.  By tying data efforts to organizational OKRs and investing in governance, strong data foundations, and data literacy, he argues that analytics, data, and AI can drive better decisions, enhance patient care, and create durable organizational value. Highlights/ Skip to: What led Bill Saltmarsh to run his team at Children's Mercy “the producty way” (1:42)  The kinds of environments Bill worked in prior that influenced his current management philosophy (4:36) Why data teams shouldn't be report factories (6:37)  Setting the standard at the leadership level vs the everyday work (10:53) How Bill is skilling and hiring for non-technical skills (i.e. product, design, etc) (13:51)  Patterns that data professionals go through to know if they're guiding stakeholders correctly (20:54)  The point when Bill has to think about the financial side of the hospital (26:30) How Bill thinks about measuring the data team's  contributions to the hospital's success (30:28) Bill's philosophy on generative AI (36:00) Links Bill Saltmarsh on LinkedIn

In this episode of The $100M Entrepreneur Podcast, Brad shows you how to build a strategic plan that can actually take your business to one hundred million. He explains why most owners fail before they even start. Their goals are too small, too safe, and not nearly bold enough to create real change. Brad shares how setting crazy goals early in his life pushed him to learn faster, think bigger, and take action long before he felt ready.He then breaks down the core planning elements you need. A three to five year target that creates urgency, 90 day sprints that keep everyone accountable, and leading indicators that show whether you are on track long before profit appears. Brad also covers OKRs, planning rhythm, and why your systems and leadership must evolve as you scale.If you are ready to stop playing small and build a plan that forces growth, this episode gives you the clarity and structure to start your journey to one hundred million.About Brad SugarsInternationally known as one of the most influential entrepreneurs, Brad Sugars is a bestselling author, keynote speaker, and the #1 business coach in the world. Over the course of his 30-year career as an entrepreneur, Brad has become the CEO of 9+ companies and is the owner of the multimillion-dollar franchise ActionCOACH®. As a husband and father of five, Brad is equally as passionate about his family as he is about business. That's why, Brad is a strong advocate for building a business that works without you – so you can spend more time doing what really matters to you. Over the years of starting, scaling and selling many businesses, Brad has earned his fair share of scars. Being an entrepreneur is not an easy road. But if you can learn from those who have gone before you, it becomes a lot easier than going at it alone.Please click here to learn more about Brad Sugars: https://bradsugars.com/Learn the Fundamentals of Success for free:The Big Success Starter: https://results.bradsugars.com/thebigsuccess-starter

Busy isn't the same as better.We sat down with product strategist, coach and consultant, and now a pubslihed author Tim Herbig to unpack a simple truth: real progress with impact that matters happens when strategy, metrics, and discovery align.If you lead change across a product, a platform team, culture or your own habits - you'll leave with a clearer way to choose what to focus on, what to measure, and what to learn.Say no with confidence. Retire progress theater. And build momentum you can be proud of.Key Insights:Context beats templates every time - "better practices" for your situation matter more than copying what worked for someone elseStrategy's real job is helping people say yes and no fastThe "why" question is ruthlessly effective - if you can't explain why you're doing something, you're probably just checking boxesAI helps you reach hard problems faster but only if you're ready to actually solve them instead of automating busyworkHow to spot progress theater before it drains your energy and budget ... also how to choose a better strategy for your beach body in 2026 and a lot more!___________TIM'S BIOTim Herbig is a product management coach, consultant, and author who helps teams make evidence-informed decisions by connecting strategy, OKRs, and discovery. For over a decade, he worked in various in-house and consulting roles across publishing, professional networking, and enterprise B2B SaaS. Tim's work has helped organizations from Lufthansa Group Digital Hangar to early-stage startups move from following "best practices" to developing better practices suited to their context that led to desired impact. Tim writes a popular weekly newsletter and is the author of "Real Progress: How to Connect the Dots of Product Strategy, OKRs, and Discovery." He lives by 3 core values: integrity (doing what you say), curiosity (going down rabbit holes), and sincerity (being honest even when it's hard).5) CALL TO ACTION & RESOURCESReady to move from alibi progress to real progress?Connect with Tim's work:Newsletter: https://herbig.co/newsletter (Weekly insights on strategy, OKRs, and discovery)Book: "Real Progress: How to Connect the Dots of Product Strategy, OKRs, and Discovery"Website: https://herbig.co/LinkedIn: https://www.linkedin.com/in/herbigtMentioned in the episode:Petra Willa's PM Wheel conceptJames Clear's quote on context-dependent adviceRavi Mehta's concept of "market interrupt moments"Gibson Biddle's Strategy/Metric/Tactic frameworkTim's homework for you:Start by asking one question this week: "Why are we doing this?" Then see if you can connect your answer to actual measurements and learning. That's where real progress begins.  _________Enjoyed this conversation?  Don't forget to subscribe to never miss an insight! Rate, and share the show with someone who needs a better way to make progress.  Text Me Your Thoughts and IdeasSupport the showBrought to you by Angela Shurina Behavior-First, Executive, Leadership and Optimal Performance Coach 360, Change Leadership & Culture Transformation Consultant

GenAI now sits inside content workflows, SDR outreach, and competitive intelligence. Marketing teams are seeing real wins and real growing pains, and the open question is where to focus next. To answer that, Drew brings together Kelly Hopping, John McKinney (Cornerstone Licensing), and Brian Hankin (Altium Packaging) to share the AI plays they are running right now and how they're leading the charge. Here's how: In this episode: Kelly shows how AI weaves through content, SDR workflows, web chat, product work, and SEO, plus how OKRs and certifications lift AI fluency across the team. John uses AI agents for competitor tracking, outbound support, and coding, and treats AI as a sparring partner for strategy before it reaches the C suite. Brian runs an AI campaign engine that builds multi-touch programs in minutes and tracks lifts in engagement, qualified leads, proposals, and wins. Plus: How AEO connects to SEO and what needs to shift for LLM-driven discovery How leaders model AI use with internal knowledge bases and cross-functional pilots How to structure AI readiness Where CMOs can start Tune in if you want AI use cases you can put to work now and a clearer view of where to point your team next. For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

In this episode of the Balancing Act podcast, Andy interviews Radhika Dutt about product management and operational measurement tools like KPIs and OKRs. Radhika shares her insights on product diseases, the role of a product manager, challenges faced in product management, and the importance of prioritization and alignment. She introduces puzzle solving as a more effective approach than traditional goal setting, emphasizing the need for reflection and curiosity in product management.  Radhika is an entrepreneur and product leader that advises organizations on building products that create fundamental change. She's the author of Radical Product Thinking: The New Mindset for Innovating Smarter. Tune into episode 224 to hear Radhika's story, her career rocket-booster moment, and her innovative thoughts on product management and operational measurement.

Send us a textAre you scaling the wrong thing... successfully?If your 2025 planning feels heavy, misaligned, or nonexistent — it's not because you're lazy. It's because you're still using a corporate operating system for a boutique business. In this episode, Dawn Andrews drops the velvet boot of truth to show you why most female founders sabotage their year-end planning and how AI can help you get radically honest, strategic, and aligned.Download The Feedback Fix — because planning means nothing if your team can't run with the ball. Get the free guide to giving feedback that actually lands and drives accountability. Key TakeawaysStop planning like you have a CFO — Your three-person team doesn't need quarterly OKRs and a content calendar that takes 30 people to execute.AI is your honesty coach — Use it to uncover revenue patterns, energy drains, and strategic misalignment.Only 3 things matter: What made money, did you enjoy it, and did it make a difference?Decisions create constraints — It's not about setting goals, it's about choosing what you'll stop, amplify, and build.Your dream business won't come from a LinkedIn-optimized strategy. It comes from truth, clarity, and alignment.Resources & Links:Freebie: The Feedback FixJoin the Community: AI for Founders Free GroupRelated Episodes:110 | 3 Custom GPTs That Save Female Founders 16 Hours a Week102 | 3 SOPs Every Founder Should Build in 30 Minutes (Using AI)Want to increase revenue and impact? Listen to “She's That Founder” for insights on business strategy and female leadership to scale your business. Each episode offers advice on effective communication, team building, and management. Learn to master routines and systems to boost productivity and prevent burnout. Our delegation tips and business consulting will advance your executive leadership skills and presence.

What does it take to transform a tens-of-thousands-employee enterprise like Bayer? In this Outcome Economy episode, Michele Zanini explains why the status quo is indefensible, why agile and OKRs fail without systemic change, and how outcome-based organizations align strategy, resource allocation, and local autonomy. Recorded at the Peter Drucker Forum, the conversation dives into front-runner teams, capabilities, perseverance in downturns, and why boards underestimate the risk of doing nothing.

Recruiting great marketers is tough work. Sustaining performance, growth, and energy over time demands deliberate choices. Those choices shape the culture, the pace, and the results your team can sustain through whatever comes next. To see how this plays out across very different orgs, Drew talks with Dan Lowden (Blackbird.AI), Marni Puente (SAIC), and Amy King (Relias) about the teams they've built and the systems that keep them performing. They break down who they hire first, how they set structure and expectations, and how coaching, intelligent failure, and AI-supported workflows help people grow and stay motivated. In this episode:  Dan builds a lean, senior, hands-on startup team and fosters a test-and-learn culture where people move fast, try new things, and learn together.  Marni reshapes a communications-heavy function into a modern marketing org, adding commercial and demand capabilities and aligning work to OKRs and transparent dashboards.  Amy leads a marketing reset at Relias, rebuilding leadership and structure, positioning marketing with sales and client care, and modeling vulnerability and continuous learning through change. Plus:  Why AI committees, battle buddies, and shared learning loops turn hesitation into confident adoption  How OKRs, scorecards, and focused dashboards clarify priorities and tie marketing to revenue outcomes  Where intelligent failure helps teams stop low-value work, share lessons, and build trust  How competency assessments, surveys, and development plans nurture top performers and future leaders If you're building, inheriting, or leveling up a marketing team, this episode gives you a ton of moves to help it perform, grow, and stay together.  For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

Hi! Ever felt like you're on a Disney ride through every big-company headache imaginable? Think lawyers, bankers, finance goons, stale conference rooms, staid conversations and the creeping sense that the machine is running you, not the other way around.Big companies exist for good reason. They build real things - consistently. They deliver at scale. But they also can suffocate the people who want to tinker, experiment, break stuff, and dream. The renegades. The builders. The ones who get hives at the prospect of OKRs, KPIs and strategery. On this episode of Unsolicited Advice, we get into what it actually takes to keep creativity alive when the machine takes over. How small groups can save big companies. How to protect the spark from the process. How to build something real without getting crushed by the weight of everyone else's need for control, accuracy and uniformity. If you've ever felt yourself wither in a big org or wondered why your best ideas show up in small rooms, this one is for you.This is WORK: Unsolicited Advice! Watch full episode on YouTube. Get full access to WORK at erikaayersbadan.substack.com/subscribe

Anil Varanasi is the co-founder and CEO of Meter, which provides full-stack networking infrastructure as a service for businesses. Since founding Meter with his brother Sunil in 2015, Anil has been playing a distinctly long game in one of the most entrenched markets in technology, betting on vertical integration, business model innovation, and a multi-decade time horizon. In this conversation, he unpacks Meter's origin story, from four-plus years of heads-down R&D, and shares how his unconventional approach to planning, management, and pace keeps him excited to run the company for decades. In today's episode, we discuss: Why Anil thinks in 25-year horizons How operating in a monopolistic market shaped Meter's approach Why Meter scrapped a year of OS work during the R&D phase How Meter is rethinking networking's business model Surviving COVID, Apple's M1 transition, and “a thousand bad days” Anil's contrarian views on planning, OKRs, and management How founders can build companies they'll want to run for decades Where to find Anil: LinkedIn: https://www.linkedin.com/in/anilcv/ Twitter/X: https://x.com/acv Where to find Brett: LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ Twitter/X: https://twitter.com/brettberson Where to find First Round Capital: Website: https://firstround.com/ First Round Review: https://review.firstround.com/ Twitter/X: https://twitter.com/firstround YouTube: https://www.youtube.com/@FirstRoundCapital This podcast on all platforms: https://review.firstround.com/podcast References: ADT: ⁠https://www.adt.com⁠ Alex Honnold: ⁠https://www.alexhonnold.com⁠ Alex Tabarrok: ⁠https://x.com/ATabarrok⁠ ⁠alarm.com⁠: ⁠https://www.alarm.com⁠ Andreessen Horowitz (a16z): ⁠https://a16z.com⁠ Apple: ⁠https://www.apple.com⁠ Bloomberg: ⁠https://www.bloomberg.com⁠ Bryan Caplan: ⁠http://www.bcaplan.com/⁠ Cisco: ⁠https://www.cisco.com⁠ Coca-Cola: ⁠https://www.coca-colacompany.com⁠ George Mason University (GMU): ⁠https://www.gmu.edu⁠ Intel: ⁠https://www.intel.com⁠ Julia Galef: ⁠https://x.com/juliagalef⁠ Martin Casado: ⁠https://www.linkedin.com/in/martincasado/⁠ Meraki: ⁠https://meraki.cisco.com⁠ Meter: ⁠https://www.meter.com⁠ Michela Giorcelli: ⁠https://x.com/M_Giorcelli⁠ Nicholas Bloom: ⁠https://www.linkedin.com/in/nick-bloom-stanford/⁠ Raffaella Sadun: ⁠https://www.linkedin.com/in/raffaella-sadun-3a182225/⁠ Sanjit Biswas: ⁠https://www.linkedin.com/in/sanjitbiswas/⁠ Sunil Varanasi: ⁠https://www.linkedin.com/in/sunil-varanasi-662a01253/⁠ Tyler Cowen: ⁠https://www.linkedin.com/in/tyler-cowen-166718/⁠ Twitch: ⁠https://www.twitch.tv⁠ Timestamps: (01:27) Meter's unusual timeframes (04:06) “We don't do OKRs” (06:32) How to plan without planning (08:31) Track your unhappy customers (11:43) How Meter's journey began (15:02) Dissecting the 2010s SaaS boom (17:06) The networking industry trap (21:44) Meter's first roadblock (22:07) Why Shenzhen accelerated Meter's progress (26:29) The process to get a sales-ready product (31:02) Why you should own the full stack (32:45) The surprising thing you should innovate (35:03) Avoiding the one-trick pony trap (37:39) The secret to finding an excellent market (43:48) How COVID's constraints propelled growth (48:25) Why founders need to know their customers (49:34) Why Meter didn't sell via traditional channels (51:44) You need “seller-market fit” (54:51) The danger of meta-work (56:25) Decoupling management from authority (1:02:17) When the person is the problem (1:05:05) The inherent value of going slowly (1:09:41) Running a company for as long as possible

Most companies hire. The best ones recruit. In this episode of The $100M Entrepreneur Podcast, Brad Sugars, founder and chairman of Action Coach, explains why relying on job posts keeps businesses stuck — and why real scale comes from actively finding, attracting, and keeping A-players. He breaks down the true difference between hiring and recruiting, the principle behind A's hiring A's, and how a single great person can completely transform a company's trajectory. Brad shares real examples from his own businesses — recruiting a competitor's top salesperson, bringing in a server who boosted dessert sales overnight, and building teams that multiply results instead of divide them. He also lays out the simple three-page process he uses before filling any role: getting clear on who he wants, what the job truly is, and how success will be measured.Brad then breaks down the leadership framework that turns talent into real performance — vision, mission, values, and OKRs to set direction, along with strong communication, decision-making, and feedback to drive execution. He explains why culture isn't a slogan; culture is strategy, and it's the strongest magnet for A-players.He also shares a simple method for evaluating your team across competency, productivity, passion, and focus, giving you a clear picture of who's driving growth and where improvements matter most.If you're ready to recruit like the pros, elevate your leadership, and build a team that builds the company, hit play.About Brad SugarsInternationally known as one of the most influential entrepreneurs, Brad Sugars is a bestselling author, keynote speaker, and the #1 business coach in the world. Over the course of his 30-year career as an entrepreneur, Brad has become the CEO of 9+ companies and is the owner of the multimillion-dollar franchise ActionCOACH®. As a husband and father of five, Brad is equally as passionate about his family as he is about business. That's why, Brad is a strong advocate for building a business that works without you – so you can spend more time doing what really matters to you. Over the years of starting, scaling and selling many businesses, Brad has earned his fair share of scars. Being an entrepreneur is not an easy road. But if you can learn from those who have gone before you, it becomes a lot easier than going at it alone.Please click here to learn more about Brad Sugars: https://bradsugars.com/Learn the Fundamentals of Success for free:The Big Success Starter: https://results.bradsugars.com/thebigsuccess-starter

Ever wonder why most companies struggle to scale real culture as fast as they grow? What if the right blend of purpose, freedom, and radical alignment could make your team unstoppable?In this Fan Favorite episode, Cameron Herold sits down with Kshitij Minglani, co-founder of Mindvalley Quests and serial entrepreneur, to unpack the proven playbook behind building a revolutionary “cult-like” workplace where high-performers thrive, politics die, and radical innovation flourishes. They explore OKRs that spark action, mantras that force clarity, remote team magic, and how Gen Y talent fuels explosive, sticky growth. You'll hear mind-blowing lessons on hiring, self-driven learning, and operational rhythm that you won't get in any MBA.Listen now, because the pain of missing these atomic insights is real: most companies will burn out, fragment, or plateau if they skip what you'll learn here. This is your exclusive shortcut to building a thriving team before you get left behind.Timestamped Highlights[00:00] – The real secret to “Second in Command” chemistry and why skillset complement matters more than ego[00:03:33] – How Mindvalley went from selling meditation courses to teaching 10 million people a year[00:07:00] – Proven tactics to attract Gen Y talent from 54 countries—bootstrapped, not VC-fueled[00:09:45] – Why career pages, values, and strategic interviews pull “cult-like” high performers (and kill politics)[00:12:16] – The radical power of OKRs, failing 50%, and how competition keeps teams sharp[00:16:14] – Outward thinking and self-driven learning: fueling growth with global hackathons and TED talks[00:18:05] – How “OODA Loops” from the military weaponize CEO-COO alignment[00:21:05] – The epic failures: when Mindvalley ignored customers and missed the subscription revolution[00:29:09] – Minimum Viable Product mentality—shipping fast, fighting perfection, and keeping teams hungry[00:35:08] – How Lifebook and conscious parenting keep remote teams human, connected, and loyalAbout the GuestKshitij Minglani is the Co-Founder of Mindvalley Quests, a global leader in education and personal growth, serving millions from 54 countries. Known for his mastery in scaling startups, building culture-first organizations, and strategic innovation, he's been behind some of Mindvalley's most explosive pivots. Kshitij specializes in operations, growth, and high-velocity hiring, giving him unique authority for COOs and aspiring leaders alike.

BONUS: Continuous Strategy Engineering—Beyond Waterfall Planning With Tom Gilb and Simon Holzapfel Strategy Professors Are Decades Behind "The professors of strategy have no clue as to what Evo is. They are locked in decades ago, waterfall mode."   Tom's analysis is stark: the people teaching strategy in business schools haven't undergone the same agile transformation that software development experienced. They still think in terms of 5-year plans that get tested at the end—a guaranteed recipe for discovering failure too late. The alternative? Decompose any large strategy into weekly value delivery steps. And if you think that's impossible, ask any AI to do it for you—it will produce 52 reasonable weekly increments in about a minute. Why OKRs Aren't Enough for Complex Systems "If you're doing small-scale stuff that OKRs were designed for, like planning your personal work 14 days hence, OKRs are wonderful. If you're designing the air traffic control system for Europe, they're just too simple."   Tom distinguishes between tools appropriate for personal productivity and those needed for complex organizational strategy. OKRs force some thinking, which is good, but they weren't designed for—and have never been adapted to—large-scale systems engineering. His paper "What is Wrong with OKRs?" documents roughly 100 gaps between simple OKRs and what robust value requirements actually require. Check out Tom Gilb's paper on what's wrong with OKR's and how to fix it.  The Missing Alignment Layer "We have no mental model for most of leadership about how you actually align people around clear vision."   Simon introduces the concept of a Hoshin-Kanri "sprinkler" system—imagine strategic clarity flowing from the top and misting over everyone's desk as alignment. Most organizations lack anything resembling this. They have Moses descending from expensive consultant retreats with tablets, but no continuous two-way flow of strategic information. The result? Teams work hard on things that don't matter while critical values go unaddressed. About Tom Gilb and Simon Holzapfel   Tom Gilb, born in the US, lived in London, and then moved to Norway in 1958. An independent teacher, consultant, and writer, he has worked in software engineering, corporate top management, and large-scale systems engineering. As the saying goes, Tom was writing about Agile before Agile was named. In 1976, Tom introduced the term "evolutionary" in his book Software Metrics, advocating for development in small, measurable steps. Today, we talk about Evo, the name Tom uses to describe his approach. Tom has worked with Dr. Deming and holds a certificate personally signed by him. You can listen to Tom Gilb's previous episodes here.    You can link with Tom Gilb on LinkedIn    Simon Holzapfel is an educator, coach, and learning innovator who helps teams work with greater clarity, speed, and purpose. He specializes in separating strategy from tactics, enabling short-cycle decision-making and higher-value workflows. Simon has spent his career coaching individuals and teams to achieve performance with deeper meaning and joy. Simon is also the author of the Equonomist newsletter on Substack. And you can listen to Simon's previous episodes on the podcast here.    You can link with Simon Holzapfel on LinkedIn.

About the Episode On this episode, I speak to Tim Herbig, long-time product management coach, speaker, and author of the new book "Real Progress". Tim has worked with companies like StepStone, Chrono24, Deutsche Telekom and Specsavers, and has spent years helping product managers stop hiding behind frameworks and start making a meaningful impact. His work focuses on helping teams connect product strategy, OKRs and discovery without falling into the trap of rigid process correctness. Episode highlights: Alibi Progress vs Real Progress - how teams hide behind "the right way" of doing things, obsessing over methods and templates instead of asking whether any of it actually works The Progress Wheel - Tim's diagnostic loop that ties strategy, OKRs and discovery together so teams can see where they're actually stuck and what to do next The three attributes of good product strategy: Decisiveness, Layering and Executability How to handle OKRs when leadership gives you metrics you can't influence using zones of control and contribution How to sell discovery to sceptical stakeholders - by framing it as "protecting the company's investment", not a fluffy UX ritual Reverse-mapping discovery when you're handed a solution - even if you have to build it, work backwards to define the outcome Why frameworks should be starting points, not destinations - and why Tim would be disappointed if anyone adopted his wheel dogmatically ... And much more. Buy the book You can grab a copy of Real Progress here: Tim's site: https://herbig.co/real-progress-book/ Amazon UK: https://www.amazon.co.uk/dp/398275190X Contact Tim Website: https://herbig.co LinkedIn: https://www.linkedin.com/in/herbigt/  

Most leaders genuinely want a strong relationship with their team, yet day-to-day reality can be messy—especially when performance feels uneven. The trap is thinking "they should change." The breakthrough is realising: you can't change others, but you can change how you think, communicate, and lead.  Why do leaders get annoyed with the "80%" of the team (and what should they do instead)? Because the Pareto Principle (80/20 rule) makes it feel like you're paying for effort you're not getting—but the fix is to lead the whole system, not just the stars. In most teams, a smaller group carries a disproportionate chunk of the output, and that can irritate any manager trying to hit targets, KPIs, OKRs, or quarterly numbers.   But treating the "80%" as a problem creates a self-fulfilling spiral: you spend less time with them, they feel it, motivation drops, and performance follows.  In Japan-based teams (and in global teams post-pandemic, with hybrid work and remote collaboration), this spiral gets worse because "relationship temperature" matters. Instead, think like an orchestra conductor: the first violin matters, but the whole section must play in harmony.  Do now: Stop "ranking people in your head" mid-week. Start "designing the system" that helps every player contribute.  Can you actually change your team members' performance or attitude? Not directly—you can't rewire other adults, but you can change the environment you create and the way you show up. The leader move is internal first: adjust your assumptions, your language, your coaching cadence, and your consistency.   In practice, this means you stop waiting for people to become "more like you" and start shaping the conditions where they can succeed. A simple mental shift is accepting that high performers and average performers will always co-exist in any team—Japan, the US, Europe, APAC; startups, SMEs, or multinationals. When you accept the 20/80 reality, you can focus on (1) lifting the 20% even higher and (2) getting strong coordination and reliable contribution from everyone else.  Do now: Identify one attitude you bring to the "middle 60%" that's costing you results—and change that, first.  How do you stop criticism from destroying motivation and trust? By eliminating the "criticise, condemn, complain" reflex and replacing it with coaching language that preserves dignity. Dale Carnegie's human relations principle is blunt for a reason: criticism rarely produces agreement; it produces defence.   And when people feel attacked, they don't improve—they protect themselves, they withdraw, and they tell themselves a story about you. This is especially relevant in Japan, where public correction can trigger loss of face, and in Western contexts where blunt feedback can still backfire if it feels personal rather than behavioural. The point isn't to become "soft." It's to become effective: if the same negative approach keeps producing the same negative reaction, adjust the angle—just a few degrees—so the other person can respond positively.  Do now: Before your next correction, rewrite it as: "Here's what I observed, here's the impact, here's what good looks like next time."  What does "honest, sincere appreciation" look like in a Japanese workplace? It's specific, evidence-based praise—not vague compliments, not flattery, and not silence. Leaders often skip appreciation because they assume "they're paid to do it," then wonder why cooperation is hard.   Yet people are highly sensitive to fake praise, and they'll dismiss it as manipulation.   The fix is to praise something concrete and provable. A practical Japan example is exactly the point: "Suzuki-san, I appreciated the fact you got back to me on time with the information I requested—it helped me meet the deadline. Thank you for your cooperation."   The evidence makes it believable, the detail makes it useful, and the respect makes it repeatable. Do now: Give one piece of appreciation today that includes what, when, and why it mattered—in one sentence.    How do you motivate people who don't seem to care as much as you do? You motivate them by speaking to what they want—because everyone is already focused on their own priorities. If you need cooperation, it's not enough to repeat what you want and when you want it.   Your team member is running their own internal agenda: career security, competence, recognition, flexibility, learning, status, autonomy, or simply a calmer workday. This is where "arouse in the other person an eager want" becomes a leadership skill, not a slogan.   In a Japanese firm, the eager want might be stability and not standing out negatively. In a US startup, it might be speed, ownership, and visibility. Same principle, different cultural packaging. Listen to what comes out of your mouth—if it's all about you, you're making cooperation harder.  Do now: In your next request, add one line: "What would make this easier or more valuable for you?"  What should leaders do this week to strengthen team relationships—fast? Start by changing yourself "three degrees," then run a simple weekly rhythm that rebuilds trust, clarity, and contribution. If you keep approaching lower performers negatively, you'll keep getting the same negative reaction; change your approach first.   Then operationalise it—because intention without behaviour is just theatre. Here's a tight relationship-strengthening checklist you can run in any context (Japan HQ, regional APAC office, or global remote team): Weekly habit What you do Why it works 2x short 1:1s Ask: "What's blocking you?" Shows support, surfaces friction 1 evidence-based praise Specific + concrete Builds motivation without fluff  2021.10.11 GEO Version How Lead… 1 "eager want" question "What do you want from this?" Aligns incentives  2021.10.11 GEO Version How Lead… 1 criticism detox Remove complain/condemn Prevents defensive behaviour  2021.10.11 GEO Version How Lead… Do now: Pick one person you've mentally labelled "difficult" and change your next interaction by three degrees—more curiosity, more respect, more clarity.  Conclusion If you want stronger relationships, stop waiting for people to become easier to lead. You'll get better results by starting with what you control: your mindset, your communication habits, and your consistency. The leaders who do that build better teams; the leaders who don't keep complaining—and they're never short of company.  Next steps (quick actions) Replace one critical comment with one coaching request this week.  Deliver one evidence-based appreciation per day for five days.  In every request, add one line that links to what the other person wants.  Track who you spend time with—ensure the "80%" aren't getting frozen out.  FAQs Yes—high performers still need active leadership, not neglect. Keep lifting the 20% higher while systemising support for everyone else.  No—praise isn't "un-Japanese" if it's precise and evidence-based. Specific appreciation is usually accepted because it's verifiable and respectful.  Yes—criticism can be useful, but condemn-and-complain feedback usually backfires. People defend themselves; improvement requires clarity without attack.  Author Credentials Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie "One Carnegie Award" (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across all leadership, communication, sales, and presentation programs, including Leadership Training for Results. He has written several books, including three best-sellers — Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery — along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban "Hito o Ugokasu" Rīdā (現代版「人を動かす」リーダー).  Greg also publishes daily business insights on LinkedIn, Facebook, and Twitter, and hosts six weekly podcasts. On YouTube, he produces The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews, which are widely followed by executives seeking success strategies in Japan. 

If you've ever felt confused about OKRs—or wondered why they seem helpful in theory but clunky in practice—this episode is for you. I break down what OKRs were supposed to do, why the language trips people up, and a clearer way to plan your goals by separating what you can control from what you can't. You'll walk away with a simple, practical framework for setting outcomes, actions, and metrics that actually move your mission forward. Episode Highlights 01:16 Introduction to OKRs 01:44 Understanding OKRs 04:35 Critique of OKRs 06:04 Improving OKRs Resource The Board Clarity Club A monthly membership for boards that provides training and live expert support to help your board have total clarity on how to be the best board possible. Learn More >> About Your Host Have you seen Casino Royale? That moment when Vespa slides in elegantly, opposite James, all charming smile, razor-sharp wit and mighty brainpower, and says, "I'm the money"? Well, your host, Sarah Olivieri has been likened to Vespa by one of her clients – not just because she's charming, beautiful and brainy– but because that bold statement "I'm the money" was, as it turned out, right ON the money. Sarah helps nonprofits transform their organizations from failing to thriving. And she's very, very good at it. She's brought nonprofits back from the brink of insolvency. She's averted major cash-flow crises, solved funding droughts, board conflicts and everything in between… and so she has literally become "the money" for many of the organizations she works with. As the former director of 3 nonprofits and founder of 5 for-profit businesses, she understands, deeply, the challenges and complexities facing organizations and she's created a framework, called The Impact Method®️, which can help you simplify operations, build aligned teams and make a bigger impact without getting overwhelmed or burning out – and Every. Single. One. Of her clients that have implemented her methodologies have achieved the most incredible results. Sarah is also a #1 international bestselling author, holds a BA from the University of Chicago with a focus on globalization and its effect on marginalized cultures, and a master's degree in Humanistic and Multicultural Education from SUNY New Paltz. Access additional training at www.pivotground.com/funding-secrets or apply for the THRiVE Program for personalized support at www.pivotground.com/application Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

AI Won't Save Your Roadmap: How Product Managers Stay in Charge with Roger Snyder AI is everywhere… including in your backlog, your boss's OKRs, and probably your next performance review. In this episode, Rina sits down with Productside Principal Consultant and Trainer, Roger Snyder, to cut through the noise. They dig into what AI is actually good at, where it goes off the rails, and why product managers still own every decision. From vibe coding and Evals to agentic AI and ROI, Roger lays out a practical path for PMs who want to experiment without losing the plot. Key Topics Discussed in This Episode Key Topic #1 – AI as Your Assistant, Not Your Alibi Roger explains why AI is a thought partner, not a magic eight ball. He shares how strong critical thinking, clear prompts, and real accountability keep PMs in charge—even when AI is doing a lot of the grunt work.  Key Topic #2 – Vibe Coding, Evals, and the ROI Problem From vibe coding to Evals, Roger breaks down how PMs should (and shouldn't) use AI in discovery and delivery. He also tackles why so many AI investments slow teams down instead of speeding them up, and how to avoid “AI pixie dust” features.  Key Topic #3 – Agents, Guardrails, and AI-First Orgs Rina and Roger unpack what “agentic AI” actually means, why not all “agents” are really agents, and how to balance autonomy with accountability. They also explore what AI-first companies get right about data, governance, and experimentation. Why Listen to This Episode? In this thought-provoking episode, you'll gain: A clear mental model for what AI can and cannot do for product managers. Practical ways to use AI for discovery, research, and communication—without delegating your judgment. A roadmap for when to use vibe coding, when to lean on Evals, and when good old-fashioned automation is enough. A simple way to spot real agent use cases vs. costly “because AI” experiments that blow up budgets and erode trust. You'll walk away with a healthier mix of AI optimism and skepticism—and a challenge from Roger to experiment with AI every day in 2026. Related Resources Check out these additional tools and resources to add to your PM belt: Productside Resource Library More Productside Stories Podcast Episodes Explore Productside Courses 

Julia Paulsen, Director of Ecommerce Nordics at Elkjøp Nordic (part of Currys plc), unpacks how to win when your store has two customers: the human and the AI assistant. We cover data quality, MACH, omnichannel execution, and the culture that turns OKRs into commercial outcomes.

A labor and delivery nurse who ran Senate healthcare policy now manages $1.7 trillion in federal health spending—and she runs her team like a startup.Steph Carlton, Chief of Staff and Deputy Administrator at CMS, reveals the OKRs driving Medicare and Medicaid, why they're killing social determinants funding while building consumer health apps at scale, and how real-time provider data could collapse the 18-month lag between care delivery and payment. The team mixing founders with policy veterans is rewriting quality measures around VO2 max and app engagement, not just disease management—because preventing illness years before it happens might finally be worth more than treating it after. Stay Updated:If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jessica Swank, Chief People Officer at Box, joined us on The Modern People Leader. We talked about building an "org brain", preparing managers to lead teams of humans plus agents, avoiding agent sprawl and tech debt, and why every people leader needs to start experimenting with AI personally to stay ahead.----  Downloadable PDF with top takeaways: https://modernpeopleleader.kit.com/episode269Sponsor Links:

In this episode, Arthi Vijayaraghavan, IBM Product Leader, speaks with Radhika Dutt, author of Radical Product Thinking and a globally respected product strategist and advisor. Radhika dives into her groundbreaking new framework on why traditional goals and OKRs fail, and how organizations can shift toward puzzle thinking — a mindset built on experimentation, learning, and continuous adaptation. She breaks down how objectives, hypotheses, and honest reflection can help teams solve the right problems, collaborate better, and build products that create meaningful, long-term change. Through real stories of companies reframing their strategy and unlocking growth, Radhika reveals how leaders can replace rigid targets with curiosity, clarity, and shared purpose. This conversation is a powerful reminder that in a world shaped by AI, uncertainty, and rapid shifts, true progress comes not from chasing numbers — but from solving the puzzles that matter. Chapters 00:00: Intro 1:57 : Motivations for the book 3:25 : Problems with OKRs 5:45 : Anchors created by the goals 8:37 : Rethinking the framework 12:54 : Puzzle setting and solving framework 13:14 : Puzzle setting for sales 27:47 : Performance evaluation and planning 34:31 : Strategic planning how can it be improved 45:41 : What's next

What if your company stopped chasing quarterly goals and spent an entire month training every employee on AI? That's exactly what AppsFlyer did, and it completely transformed how they approach innovation.In this episode, AppsFlyer down with Barak Witkovsky, Chief Product Officer of AppsFlyer, to discuss one of the boldest AI transformation experiments I've ever heard of. For four weeks, they paused regular business objectives and put all 1,300 employees through an AI builder course. Not on top of their work. AS their work.What We Cover:1. Why AppsFlyer stopped chasing OKRs to invest in AI education across the entire company2. How AppsFlyer's CEO and CPO learn about AI from their own employees (including marketers who know more than developers at other companies)3. How AppsFlyer evolved from a measurement platform into a modern marketing cloud with autonomous AI agents4. How do you get marketers to trust AI when they're deploying tens of millions in ad spend?5. Why AppsFlyer is betting on an open AI ecosystem with MCP and Agent Hub6. Are marketers becoming obsolete or are they about to become "bosses of agents"?7. Why executives are bullish on AI while directors and managers feel anxious (and what to do about it)Timestamps:00:00 AI Integration at AppsFlyer04:15 The ROI of AI Investments05:14 Evolution to a Modern Marketing Cloud16:30 Challenges of Omnichannel Measurement22:26 AI Agents in Marketing27:01 Becoming an AI-First Company31:29 The Role of AppsFlyer in the AI Ecosystem44:38 The Ultimate Growth Machine Vision47:18 Final Thoughts

Originally published on August 26, 2024This replay features the wonderful Surbhi Agarwal, 25+ year industry vet and former CMO at Applied Intuition. We talked about her path from engineering to product marketing to the CMO seat, what really changes when you leave companies like Intel and Google for a fast moving startup, and why she builds marketing around trust, clarity, and collaboration.Surbhi's story as an immigrant navigating visa setbacks, rebuilding her career across three countries, and eventually helping grow a business to 10M ARR is powerful. Her honesty about leadership, resilience, and finding your voice as a woman in B2B has stuck with me ever since.- Jane-----------In this episode of Women in B2B Marketing, host Jane Serra sits down with Surbhi Agarwal, 25+ year tech exec. Surbhi shares how she went from engineering and sales into product, then product marketing, and into the CMO role, and why she still thinks like a product marketer every single day.This episode covers:Surbhi's path from electrical engineer in India to CMO in Silicon ValleyWhat she learned moving from Intel and Google to a messy, fast paced startupWhy she believes product marketing is the strategic core of marketing, not a “support” functionHer “golden triangle” model connecting product marketing, demand generation, and brandHow she reorganized a 70 person global marketing team, broke down silos, and cut spend while improving performanceThe difference between running marketing in a hardware world where failure is not an option and in a software world where shipping at 80 percent is the normHow she uses OKRs, RACI, and skip level conversations to create clarity and psychological safetyThe early career visa setback that forced her to move back to India, then to London, Taiwan, and France, and how that built resilience and a deep customer mindsetHer “full glass of trust” philosophy and how she builds collaborative, high trust teams across cultures and time zonesWhy she tells younger women to stop assuming men and women are treated the same at work, and to find their voice and negotiate earlierSurbhi also shares the kind of honest advice we do not hear enough in leadership circles, including why waiting quietly to be rewarded rarely works, and how women can navigate ambition inside systems that are still far from equal.Key LinksGuest: Surbhi Agarwal, 25+ year Tech Executive/ CMO: https://www.linkedin.com/in/surbhiagarwal/Host: Jane Serra: https://www.linkedin.com/in/janeserra/

During this episode, we discuss Radhika's OHLA framework, and how KPIs and OKRs have worn out their welcome in the professional world. We discuss the importance of puzzle setting and puzzle solving, as opposed to goal setting. What sets this apart is the freedom and autonomy it gives the team, a different type of control for the leader and nothing but opportunity for the business. Artwork by: Adam Powell Music by https://www.bensound.com License code: EOVRL7UXCBA7CRO4 Artist: : Benjamin Tissot

James Reggio (CTO @ Brex) shares the story of "Brex 3.0", an 18-month journey behind their operational evolution. We explore how they rewound their org from a Series E to a Series C mindset, and replaced siloed OKRs with seasonal "marquee initiatives." James deconstructs the “Brex Hacker House”, an AI-focused startup within a startup experiment aimed to disrupt their core business. This conversation is all about evolving operational rhythms, layers of management, product building, and culture change! ABOUT JAMES REGGIOJames Reggio is Brex's Chief Technology Officer. James is a forward thinking technology leader who currently oversees Brex's entire Engineering org. James joined Brex in 2020 as Principal Engineer and has played a vital role in building the company's mobile app and AI capabilities. Prior to Brex, James had an extensive career as a Software Engineer at leading companies such as Microsoft, Salesforce, AirBnB, Stripe and more. Additionally, James founded two companies: Altair Management and Banter, a social discovery platform for podcasts that was later acquired by Convoy in 2018. James received his B.A. of Science from The University of Texas Austin. SHOW NOTES:The birth of Brex 3.0: Using a layoff as a "moment to refound the company" (3:38)Moving from a Series E to a Series C operational mindset (5:28)The problem with a GM model: How siloed OKRs and roadmaps created "deadlock" (6:07)New rituals: Why the CEO became "chief editor of the roadmap" (8:16)The impact on morale: "Folks just knew how their work fit into the bigger picture" (11:16)The challenge of the new model: Who do you hold accountable when you "win and lose as a team"? (13:43)The lesson for reintroducing systems: "Less is more" (15:43)The "Startup within a Startup": Launching an internal team to disrupt Brex (16:49)“What if we were founding Brex again today?” The 4 constraints for the "Hacker House" experiment (17:58)Questions eng leaders should ask when running a similar experiment to Brex (21:02)Aha moment: "With agentic coating, code is so cheap" (22:35)Managing the two narratives: "compounding" the core biz vs. “innovating" with AI (26:01)A surprising dynamic: Why the AI team struggled to see their impact (while the core team didn't) (29:38)Building alongside your customer to iterate / experiment faster (36:06)The turnaround is over: Brex hits 50% YoY growth and cash-flow positive (38:45)Rapid fire questions (42:10) This episode wouldn't have been possible without the help of our incredible production team:Patrick Gallagher - Producer & Co-HostJerry Li - Co-HostNoah Olberding - Associate Producer, Audio & Video Editor https://www.linkedin.com/in/noah-olberding/Dan Overheim - Audio Engineer, Dan's also an avid 3D printer - https://www.bnd3d.com/Ellie Coggins Angus - Copywriter, Check out her other work at https://elliecoggins.com/about/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Have you ever struggled to get buy in from senior leadership? Never in your entire life, right?Well I've faced it. A lot. And I wanted to get in the mind of a super seasoned CMO to truly understand what makes them tick. What they care about. What they DON'T care about. Who better than Kelly Hopping, CMO at Demandbase. And y'all, this one is CHOCK FULL of amazing insights from her to better understand how to communicate what you're doing to senior leadership. This was the first episode I listened to twice, just to make sure I got everything down. We got into:- How to translate OKRs into what you do in experimentation / product (to help you actually get buy in)- What CMOs (and senior leadership) ACTUALLY cares about (and what you're messaging to them is irrelevant to them)- AMAZING career advice from her on how to pivot in your career appropriately- Why leadership challenges A/B testingGo follow Kelly on LinkedIn:⁠https://www.linkedin.com/in/kellyhopping/Go check out her podcast "NextGen CMO": https://www.demandbase.com/podcasts/nexgen-cmo/Also go follow Shiva Manjunath on LinkedIn:⁠⁠⁠https://www.linkedin.com/in/shiva-manjunath/⁠⁠⁠Subscribe to our newsletter for more memes, clips, and awesome content!⁠⁠https://fromatob.beehiiv.com/

Radhika Dutt draws on 25 years of experience across industries, continents, and sizes of organizations to write, speak, and consult on innovation and change. Her experience has taught her that goal-setting systems often produce the opposite of what they promise: short-termism, performance theater, and cultures that prioritize looking good over doing good work. In this conversation, she offers an alternative.Mentioned on the ShowGet Radhika's free toolkit to help you switch to puzzle-solving in your business: https://www.radicalproduct.com/toolkit/#OHLToolkitConnect with Radhika Dutt on LinkedIn: https://www.linkedin.com/in/radhika-duttLearn more about Radhika Dutt on her website: https://rdutt.com/Timestamps(00:00:00) - Welcoming Radhika Dutt to People Business (00:03:02) – What is the history of goal setting?(00:06:15) – Is the problem OKRs or SMART goals or goal setting in general?(00:22:02) – Why doesn't traditional goal-setting work?(00:24:42) – How do institutional incentives fit into your new framework?(00:29:16) – If goal setting doesn't work, what does? (00:34:12) – How frequently do leaders need to review and work on this new framework?(00:36:22) – What about goals for individuals? Does goal setting work for people's individual goals?(00:37:11) – How does puzzle-solving work in a service-related business?(00:40:09) – Do traditional metrics have any role in the puzzle-solving framework?(00:49:39) – How sustainable is using puzzle-solving over traditional goals?(00:53:51) – Using vision statements in the process of solving puzzles in business(00:55:08) – What are the drawbacks of using a puzzle-solving approach over traditional goal setting?(00:57:28) – Get Radhika's free toolkit to develop the puzzle-solving approach for your business

Brian Thompson chats with Rachel Bernier-Green, founder and CEO of the Economic Justice Consortium, a Chicago-based firm that helps mission-driven businesses sustain and amplify their impact through financial and operational excellence. A recovering public accountant turned social entrepreneur, Rachel has dedicated her career to closing the racial wealth gap and redefining what it means to lead with purpose and profit. In this episode, Rachel shares her journey from climbing the corporate ladder in public accounting, to running a social enterprise bakery that partnered with Whole Foods and Starbucks, and now guiding other entrepreneurs in building sustainable, values-driven businesses. She opens up about burnout, courage, and the lessons learned from failure, as well as how she helps clients reject hustle culture and build wealth for their communities. Episode Highlights Mission-driven businesses focus on impact and income. Rachel defines a mission-driven business as one that "has a focus other than profit maximization." Whether seeking to improve the environment, society, or treatment of employees, mission-driven businesses aim to make a positive net impact. "People think if they have a greater purpose, they also don't need to focus on profit," Rachel said. "If you lose that focus on profit, your mission ceases to exist." Turn loss into leadership. Rachel's first entrepreneurial endeavor came when she left a toxic corporate environment and turned to baking as a stress outlet. Her bakery partnered with regenerative farms and hired previously incarcerated individuals, creating jobs that reduced recidivism in her Chicago community. Nine years after starting her first company, a combination of a tragic ceiling collapse and the COVID-19 pandemic ultimately led to the business's closure. While it felt like a failure at the time, the experience led her to a bigger purpose — founding the Economic Justice Consortium to help other mission-driven businesses build sustainable success. "There are some things you can only learn by going through a business that ends," she said. "I do think that business needed to come to an end for me to do the work that I'm doing now, which will have a much more significant impact on the world." Track your Objectives and Key Results (OKRs). Economic Justice Consortium offers fractional CFO services and consulting services for operational systems and big-picture strategy. The firm also relies heavily on the Objectives and Key Results (OKRs) strategic framework, which breaks down specific objectives based on the larger company mission and vision. "We actually utilize our task management tool to track those objectives," she said. "It incorporates a level of accountability. There's an internal dashboard that the entire team has access to in real time, and they can see whether we're on track or not on track with any of our OKRs." Rebuke hustle culture. Rachel recommended the book "Laziness Does Not Exist" by Chicago professor Devin Price, which challenges the culture of overwork and redefines productivity. The book explores how the American work culture is misaligned with data science on productivity and has transformed how Rachel approaches her work and her expectations for her team. "Hustle culture is very damaging on so many levels," she said. "The book challenged me so much I had to sit down and come back to it because I had always prided myself on my work ethic and putting in the hours." Resources + Links Xero accounting software "Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine" by Mike Michalowicz "The Great Game of Business, Expanded and Updated: The Only Sensible Way to Run a Company" by Jack Stack and Bo Burlingham "Laziness Does Not Exist" by Devon Price Ph.D. Rachel Bernier-Green: LinkedIn Economic Justice Consortium: Website, Instagram, Facebook, LinkedIn, X, TikTok The Purpose Profit Shift Podcast: Apple Podcasts, Spotify, RSS Feed Brian Thompson Financial: Website, Newsletter, Podcast Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes About Brian and the Mission Driven Business Podcast Brian Thompson, JD/CFP, is a tax attorney and Certified Financial Planner® who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit. On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.

Software development is undergoing rapid change as AI, DevOps, and data science reshape how teams build and scale products. In this interview, Particle41 CEO and technical co-founder Ben Johnson explains what modern software teams must do to stay competitive. He shares practical insights on boosting developer productivity with AI, building reliable systems through infrastructure-as-code, and adopting modern data architectures that move beyond simple dashboards. Ben also discusses how to lead remote teams effectively and apply OKRs in both work and personal life to stay aligned on what truly matters. If you're involved in building software or leading technical teams, this conversation offers clear, actionable strategies for thriving in the AI-driven era.Check out the full series of “Career Sessions, Career Lessons” podcasts here or visit pathwise.io/podcast/. A full written transcript of this episode is also available at https://pathwise.io/podcasts/ben-johnson.Become a PathWise member today! Join at https://pathwise.io/join-now/

"OKRs are really a feedback mechanism… it's a two-way street rather than a command-and-control mechanism.”Allan Kelly Top Five Tips For Working With Objectives and Key Results 1. Feedback mechanism: OKRs are a feedback mechanism rather than a order giving mechanism2. Involve as many people as possible in setting OKRs3. OKRs are not a to-do list, they describe a desired outcome4. Decide where Business as Usual fits in5. Ambition or predictable? TIME STAMP SUMMARY01:36 Setting OKRs based on proximity to the customer and understanding of the technology.10: 50  Success measured in tangible changes 12: 24  Balancing new products while maintaining existing products17:00 Clear communication manages expectationsWhere to find Allan?LinkedIn                           https://uk.linkedin.com/in/allankellynetWebsite                             https://www.allankelly.net/Book Link                         https://amzn.to/3EK08kOAllan Kelly BioWelcome to Allan Kelly's home on the internet. Home to Allan and his company, Software Strategy Ltd. Let him take up the story:Once upon a time I was a programmer, people I worked with thought I was quite a good one. I was part of a team building a hand-held PC, which was a big deal in 1991. I worked on electricity modelling, I wrote programs for railway timetables, software for banks and real-time data feeds for Reuters. I built secure e-mail systems and mobile phone network diagnostic tools.The code was not the problem, the problem was the way the team was set up, the problem was the way we were asked to work, or the way work reached us. To fix that problem I needed to become a manager… but I didn't want to be a foolish manager like all the ones I'd worked for before, so I got myself a management qualification. And while I was getting that qualification, I discovered that modern management thinking was very close to the then newly emerging field of “agile software development.” When I look back at my experiences so much of the good times matched the thing, we call agile.I still love software, I love coding, but I don't code any more. (Actually, I do code a little, for love.) I devote my time to helping make software better. In my mind when I'm teaching, advising, coaching, consulting I'm helping the person I used to be. When I see programmers at work I see my younger self. And I want them to do a great job, I want them to be able to do a better job than I ever did.Today I call myself an Agile Guide – I guide people and organizations to greater agility. I provide coaching and direct advice on agile working to leaders and teams creating digital products (software!). The companies I work with come from many fields as different as healthcare and surveying. However, they all depend on software to deliver for their customers. Without software they are nothing. Yesterday… I started coding in 1982 on a Sinclair ZX81. By 1986 I was earning money as a regular contributor to BBC Telesoftware – PDP, PDR, Eclipse, Fonts, Demon's Tomb, EMACS (no, not that emacs), Snapshot and Femcoms to name a few, mostly in 6502 assembler. In 1989 I was a system administrator with Nixdorf Computer. In 1991 I was a software tester at DIP in Guildford building the Sharp PC-3000. Even as an undergraduate I was hired by the University to help teach other undergraduates and occasionally post-graduates.

We're excited to feature another visionary builder in product management: Tim Herbig, Product Coach and author of the newly released book “Real Progress: How to Connect the Dots of Product Strategy, OKRs and Discovery”.In this episode, Tim joins Matt and Moshe to share how his journey, from being handed a Product Owner role out of the blue, to leading teams and coaching organizations, shaped his mission to help product managers connect strategy, OKRs, and discovery into a framework for real impact.Tim draws on his years of experience across diverse industries and organizations to address a challenge he's seen again and again: teams invite him to solve one issue but quickly discover there are deeper, often interlinked problems between strategic planning, measuring progress, and enabling effective discovery. That's the gap he set out to fill with his book, a hands-on resource designed specifically for PMs and teams looking to go beyond process and frameworks, and start making progress that matters.Join Matt and Moshe as they explore with Tim:The story behind writing “Real Progress” and connecting the dots between strategy, OKRs, and discoveryWhy so many teams appear busy but are stuck making “alibi progress” instead of real impactThe Progress Wheel: a visual tool for mapping how strategic, measurable change drives product successHow to think critically about frameworks, challenging readers to adapt tools for their own context, rather than following them blindlyThe book's practical structure: workbook-like prompts and non-linear sections for self-assessment and targeted improvementKey building blocks of strategy and how they relate to various templates and organizational maturityLinking company strategy to product strategy, and the strategic thinking required for product leadersUsing OKRs to measure if your strategy is working, and spotting when OKRs reveal deeper strategic problemsRole of discovery in reducing strategic risk and building conviction, including how Tim's Evidence Strength Matrix helps teams evaluate signalsFirst steps for teams looking to connect their frameworks and drive improvementAnd much more!Thinking about making progress in your product work? Check out Tim's book at realprogressbook.com and connect with him on LinkedIn or herbig.co.You can find the podcast's page, and connect with Matt and Moshe on LinkedIn:Product for Product Podcast - http://linkedin.com/company/product-for-product-podcast  Matt Green - https://www.linkedin.com/in/mattgreenproduct/ Moshe Mikanovsky - http://www.linkedin.com/in/mikanovsky Note: Any views mentioned in the podcast are the sole views of our hosts and guests, and do not represent the products mentioned in any way.Please leave us a review and feedback ⭐️⭐️⭐️⭐️⭐️

From Zocdoc to Cascade, COO Anna Elwood breaks down the systems, rhythms, and AI tools that turn chaos into execution. In this episode of Between Two COOs, Michael sits down with Anna Elwood, COO of Cascade, the strategy-execution platform helping companies turn plans into results.Anna shares how she evolved from Broadway actor to operator, scaling companies like Zocdoc, Knotel, and Teachable before joining Cascade to build the muscle of strategy execution. She explains how to create an “operating rhythm” that keeps teams aligned across time zones, the tension between governance and red tape, and how Cascade helps leaders link vision to measurable execution.The conversation dives deep into AI's role in operations, the future of hybrid work, and what it takes to move from chaos to clarity in a global startup. Anna's storytelling — especially her account of leading through Superstorm Sandy — highlights what real-time operational leadership looks like when everything goes sideways. Timestamps00:00 – Intro & sponsor01:00 – The chaos of Superstorm Sandy02:00 – Anna's journey: from theater to tech06:00 – The making of a generalist10:00 – Joining Cascade and fixing retention11:00 – Creating a “working rhythm”14:00 – Governance vs. red tape17:00 – The 5 pillars of strategic maturity19:00 – Turning strategy into execution24:00 – How Cascade uses AI internally28:00 – OKRs, KPIs, and strategy frameworks33:00 – Who owns strategy?36:00 – Rebuilding a business overnight43:00 – Closing thoughts Between Two COO's - https://betweentwocoos.com Episode Website - https://betweentwocoos.com/anna-elwood-coo-cascadeAnna Elwood on LinkedIn - https://www.linkedin.com/in/annaelwoodMichael Koenig on LinkedIn - https://linkedin.com/in/michael-koenig514 

In this episode, we're joined by Jakob Lilholm, Co-founder & CEO at Formalize, the Danish-based compliance SaaS that went from a single-point whistleblowing tool to a multi-product GRC platform used by 8,000+ customers across ~80 countries. Jakob shares how his team timed EU regulatory tailwinds, built whistleblowing software, and then layered products on top, shifting from high-volume transactional sales to a focused, consultative motion for regulated industries. Fresh off announcing a €30M Series B, Jakob walks through the internal rewiring it took: carving out an innovation pod with its own OKRs, resisting flattering false positives from the existing base, and proving platform demand with new-logo sales first, going from ~€100k ARR on the platform to >50% of company revenue in a year.  Here are some of the key questions we address: When do you expand from a point solution to a platform? We discuss the timing model Formalize used (EU roadmap + S-curve “next wave” before the first peaks). What's the right ICP for a platform? Why did they end up narrowing their ICP and say “not yet” to others? How do you avoid false positives when you already have thousands of customers? Jakob explains why he decided to validate platform fit with new logos first. What org design supports a second act like this? How do you shift GTM, pricing, and messaging? What is the process moving from low ACV sales to higher-ACV, consultative deals without breaking the engine? Which metrics matter in the first year of a platform bet? How do you prove value creation, track conversion quality, and know when to re-inject the core team?

Are you looking for a Third Growth Option ℠ ? We unpack why strategic planning fails, when leaders confuse the destination with the plan — and how a bold North Star fuels execution.Key Takeaways:AVOID thinking too small (seeing goals as “Finish Lines”)INSTEAD, think bigger: set goals as your “North Star”. SUMMIT VISION – from 3 lenses (marketing, ops, finance)TRANSFORMATIVE PERSPECTIVE from the peak“Attainable” goals provide short-term reward, but don't inspire much BHAG thinking (combined with well-sequenced quick wins) creates real momentum Commit to one system of executing the plan: EOS, OKRs, OGSM, our 1-2-3 Growth Process, etc.  THE ULTIMATE TRAP: the crime of low aimAlways growing.Benno Duenkelsbuehler CEO & Chief Sherpa of (re)ALIGN reALIGNforResults.com benno@realignforresults.com

In this episode, the Operators dive deep into the realities of business planning and what happens when things inevitably go off track. They discuss the necessity of formalizing operations as you scale, using frameworks like EOS for quarterly planning and setting OKRs. The hosts share tough lessons on why forecasts are always wrong , the three main reasons plans fail (bad goals, poor execution, or market forces), and the critical growth levers for scaling: brand awareness, new products, and international expansion. They also cover the intense financial discipline required when taking on bank debt and managing covenants , the importance of managing shareholder expectations versus reality , and the best strategies for communicating bad news to your team—like "going ugly early" while always providing hope.Chapters:00:00:00 Introduction00:19:49 Breaking Down Our Quarterly Planning Process00:33:40 Top Down vs Bottoms Up Strategy00:49:09 A Tough Lesson in Tripping Bank Covenants01:03:53 How to Deliver Bad NewsPowered By:Fulfil.io.https://bit.ly/3pAp2vuThe Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands. Northbeam.https://www.northbeam.io/Postscript.https://postscript.io/Richpanel.https://www.richpanel.com/?utm_source=9O&utm_medium=podcast&utm_campaign=ytdescSaras.https://saras-analytics.typeform.com/to/T8jpuAEb?utm_source=9operator_lp&utm_medium=find_out_moreSubscribe to The Marketing Operators Podcast here:https://www.youtube.com/@MarketingOperatorsSubscribe to The Finance Operators here:https://www.youtube.com/@FinanceOperatorsFOPSSign up to the 9 Operators newsletter here:https://9operators.com/

In this episode of Tank Talks, Matt Cohen is joined by James Baskin, Founder and CEO of ZeroStone AI, to explore how businesses can transition from AI experimentation to real-world impact. James, a three-time founder with multiple successful exits, shares his journey from engineering at the University of Toronto to building and selling telecom ventures alongside Globalive's Anthony Lacavera. He offers valuable insights into leadership, resilience, and overcoming imposter syndrome.Drawing from over 300 conversations with CEOs and AI leaders, James discusses why many companies are “AI-aware but not AI-ready.” He reveals how ZeroStone helps mid-market firms turn failed pilots into scalable, impactful AI systems. James also highlights the differences between generative and agentic AI, the dual transformation of technology and people, and the importance of fostering a culture of curiosity and continuous learning for long-term success. This episode offers practical advice for founders and executives navigating the AI revolution.A Quick Word from our Sponsor, FaskenAt Fasken, our clients don't wait for the future. They build it. As the first and largest dedicated emerging tech practice in Canada, our team is composed of founders, ex in-house counsel, developers and business advisors who have guided clients from startup, to scale-up, to exit. The trust of our clients has enabled us to consistently rank at the top of every major Canadian M&A, Capital Markets and Venture Capital league table. With deep industry knowledge and experience across all areas of emerging and high growth technology including ClimateTech, MedTech, Artificial Intelligence, Fintech, and AgTech we're your partners within the innovation ecosystem as you transform the landscape of what's possible.Tomorrow starts here. Own it with us.For more information, visit fasken.com/emergingtech and follow us on LinkedIn.The Founder's Journey & Imposter Syndrome (00:09:41)* “Scaling Your Everest”: the emotional toll of leadership* Facing imposter syndrome in boardrooms* Anthony Lacavera's hard advice: “You don't know what you're doing.”* How that painful truth became a turning pointFrom Go-To-Market to AI Strategy (00:16:00)* Consulting with Series A/B startups on GTM and sales* Transition to AI after dozens of founder conversations* Why most OKRs fail: objectives must tie directly to long-term strategy* Introducing a new framework rooted in “Seven Powers” by Hamilton HelmerBuilding ZeroStone AI (00:22:22)* Founding mission: help mid-market firms (>$50M revenue) unlock real AI value* Observing 300+ executive discussions on AI, awareness high, action low* Why cultural and digital transformations must happen together* Moving beyond “copilots” to autonomous, agentic AI systemsThe AI Leadership Gap (00:24:27)* Boards push for AI results, but internal teams lack clarity* “You need both a data transformation and a human capital transformation.”* The rise of self-selecting teams, who adapts, who opts out* Building cultures of learning, not fearWhy 95% of GenAI Pilots Fail (00:31:16)* Most projects don't touch core business processes* Generative AI ≠ Agentic AI: only the latter changes workflows* AI agents as “digital workers” vs. human productivity tools* How CEOs can start small, measure impact, and scale over three yearsOvercoming the Pilot Trap (00:36:30)* Scaling beyond sandboxes by fixing data architecture* The critical role of clean data lakes, enrichment, and governance* Why early-stage companies move faster than legacy enterprisesAbout James BaskinFounder & CEO of Zero Stone AIA three-time founder with successful exits, James is a seasoned expert in go-to-market strategy, OKRs, and sales leadership. Through ZeroStone AI, he is now guiding mid-market companies to unlock true, measurable value from agentic AI, moving beyond failed pilots to autonomous systems that transform businesses.Connect with James Baskin on LinkedIn: https://www.linkedin.com/in/jamesbaskin/Visit the ZeroStone AI Website: https://www.zerostone.ai/Connect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

Strategy doesn't fail for lack of ideas—it fails at the handoff to execution. We bring in OKR expert and Wave Nine founder Philip Schett to show how to close that gap with clear goals, shared rituals, and a culture that trades micromanagement for ownership. Philip's journey from Germany to Silicon Valley reframed his thinking: great companies don't win because they dream better; they win because they execute better. That mindset shift powers the conversation as we dig into OKRs done right—less about perfect wording, more about changing team behavior, building trust through transparency, and making alignment a weekly practice.We unpack the patterns behind “set and forget” goals, and why town halls and slide decks rarely produce real alignment. Philip introduces three simple rituals that compound: Monday calibrate to focus on outcomes for the week, Friday celebrate to make progress visible and energizing, and quarterly resets to protect priorities without hiding behind annual vagueness. We explore accountability with a human tone—say what you'll do, do what you said—using one-on-ones for tough conversations and public forums for recognition. You'll hear how co-creating OKRs prevents dehumanizing top-down mandates, why OKR champions are key to scaling across functions, and how nonprofits can turn passion into measurable impact with the same playbook.If you've ever watched goals vanish by week three, wrestled with cross-functional friction, or confused motion with progress, this episode offers a practical operating system: verify understanding instead of assuming it, make work visible to accelerate trust, and anchor execution in rhythms your team can keep. Subscribe, share this with a leader who needs clearer focus, and leave a review telling us which ritual you'll start this week.Get in Touch with Phillip Schett:https://www.linkedin.com/in/philipp-schett/#OKRs #LeadershipExecution #BuildTrust #TeamAlignment #MondayCalibrate #LeadershipPodcast #ExecutionCultureI'd love to hear from you! Send a text message.Be the Best Leader You Know Perform with Power, Lead with Impact, Inspire GrowthTo sharpen your skills and increase your confidence, check out the Confident Leader Course: https://www.intentionaleaders.com/confident-leader

Nick, Alex, and Zach reluctantly accept a Teams call from corporate to participate in quarterly reviews of various Packers position and coaching groups. Who met OKRs? Who needs to upskill? Don't table it. Don't circle back. Just click play and get the ball rolling. Hosted on Acast. See acast.com/privacy for more information.

Join us in this episode as we explore the world of complex problem-solving across industries with Hunter S. Gaylor, an executive partner, financial expert, and author. Hunter is a highly accomplished business leader with a diverse range of expertise spanning mobile banking, corporate strategy, private aviation, and international relations. He holds a Bachelor of Liberal Arts degree from Harvard University, is the Founder of Spencer Pruitt, and is the author of Planes Plants and Politics: A Mental Framework To Help Overcome Challenges in Any Industry. Click play to find out: The one thing that kills more strategies more than anything else. The importance of being able to accurately articulate what you're doing and why you're doing it. The driving force behind discipline and action. Why identifying the motivating factors behind specific goals. Discover the strategies behind Hunter S. Gaylor's guidance that drives worldwide business success – join the conversation now! You can follow along with Hunter on X @HunterGaylor and LinkedIn. Episode also available on Apple Podcasts: http://apple.co/30PvU9