Podcasts about okrs

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

Since 2014, Ryan Holiday's The Daily Stoic newsletter has landed in inboxes every single morning, offering ancient wisdom in bite-size, highly clickable form.It's also a masterclass in content marketing. In this episode, we're unpacking what B2B marketers can learn from The Daily Stoic with the help of Amanda Dyson, VP, Head of Marketing at FourKites.Together, we explore how to break the marketing mold, why the most impactful content is also the most practical, and how anchoring your message in core values makes it stick. Stoicism isn't just a philosophy; if done right, it's a blueprint for modern marketing.About our guest, Amanda DysonWith 20 years B2B software and SaaS marketing expertise, Amanda specializes in go-to-market strategy; consultative marketing; change and people management; lead generation; account based marketing; partner co-marketing; integrated digital marketing; email marketing; live and virtual events; corporate branding and storytelling; account segmentation and targeting; project and budget management, and strategic advisement.Amanda has run regional and global teams. She has a passion for people and results and a proven track record of success delivering on KPIs and OKRs. She has held successively responsible, cross-functional leadership positions in sales and marketing, including alliances, partnership marketing, ABM, demand generation, field marketing, solutions marketing, events, communications, and corporate marketing for global Supply Chain Management (SCM) and Enterprise Resource Planning (ERP) software companies.A California girl at heart, Amanda happily resides in Charlotte, North Carolina with her family of five. When she's not growing people or pipeline at leading tech companies, she enjoys spending time with her family in the mountains or at the beach, running daily, and practicing mindfulness. Amanda has an MBA from the W.P. Carey School of Business at Arizona State University with a focus in Marketing, Finance and Supply Chain, and a Bachelor of Arts degree in Business Economics with a Minor in Professional Writing from the University of California, Santa Barbara.What B2B Companies Can Learn From Ryan Holiday's The Daily Stoic Newsletter:Break the marketing mold. Stoicism may be ancient, but Ryan Holiday has made it feel new and modern. Amanda sees that reinvention as a creative north star. She says, “Let's do something wild. Some of my favorite marketing campaigns have just been weird stuff. It breaks the mold and it gets something done.” Ryan Holiday didn't market stoicism by copying academic textbooks, he made it approachable and surprising. B2B marketers should do the same. Surprise earns attention. A little weirdness, done with purpose, goes a long way.Make it usable, not just insightful. Ryan Holiday's greatest trick isn't sounding smart, it's making stoicism actionable. Amanda says,  “He does things in such a bite-size, practical way that you can hold onto it.” That's exactly how B2B content should work. Don't just publish thought leadership that nods at trends. Give your audience tools they can actually apply. Teach them something they'll remember at 4 PM on a chaotic Tuesday. If it doesn't help them do their job better, it's just noise.Anchor your content in core values. The Daily Stoic isn't random. It's rooted in four core tenets: courage, temperance, justice, and wisdom. Amanda draws the parallel for marketers: “It's all fostered and rooted in these core values or the stoic virtues, which you could look at your brand pillars in the same kind of light.” B2B content should be more than campaign-deep. When your content reflects your company's true values, it resonates longer and travels farther. Think less about filling the calendar, and more about reinforcing what you stand for. Quotes*“ I really challenge my teams to get back to storytelling. You gotta break out of the box, so let's do something wild. Some of my favorite marketing campaigns I've ever done have just been weird stuff: bobbleheads, robots on the beach. Random things that are not B2B software, but it breaks the mold and it gets something done. I think Ryan's done that with his marketing of stoicism. He's broken the mold, right? He reinvigorated this ancient philosophy, and so that's definitely a lesson I think we can learn from him too on content.”*“ So we are all about how do we take one thing and reuse it in different ways. I think if we look at Ryan and his newsletter, I kind of mentioned his repetition. I don't think he sends the exact same newsletter, you know, multiple times. But there's certainly similar messages where you can go back in your archives and dig those things up again and present it in a different way. Content is huge. It drives, internally and externally, all of our activities. But you gotta be really smart about how you do it and how you use it, 'cause you're competing with so much noise. It can definitely be challenging to again break that mold.”*“ Something that makes him a tremendous marketer is that he really believes in what he's selling us, right? He's created this brand that is a lifestyle. Stoicism is a philosophy, so there's a lot of high value attached to it and how you live your life.”Time Stamps[0:55] Meet Amanda Dyson, VP, Head of Marketing at FourKites[00:58] Why Ryan Holiday's The Daily Stoic Newsletter[03:04] The Role of VP, Head of Marketing at Four Kites[04:18] Origins of Ryan Holiday's The Daily Stoic[09:27] Understanding Tucker Max[13:12] Stoicism 101: Old Ideas for Modern Chaos[20:23] Building a Daily Ritual[22:21] Strategies for Writing Like a Pro[25:35] Inspiration as a Driver for Your Content[35:55] Creating Marketing Tactics That Actually Matter[39:00] FourKites' Content Strategy[40:31] What's Working for Amanda Now?[44:15] Measuring ROI at Four Kites[49:49] Advice for Marketing Leaders[51:27] Final Thoughts and TakeawaysLinksConnect with Amanda on LinkedInLearn more about FourKitesAbout Remarkable!Remarkable! is created by the team at Caspian Studios, the premier B2B Podcast-as-a-Service company. Caspian creates both nonfiction and fiction series for B2B companies. If you want a fiction series check out our new offering - The Business Thriller - Hollywood style storytelling for B2B. Learn more at CaspianStudios.com. In today's episode, you heard from Ian Faison (CEO of Caspian Studios) and Meredith Gooderham (Head of Production). Remarkable was produced this week by Jess Avellino, mixed by Scott Goodrich, and our theme song is “Solomon” by FALAK. Create something remarkable. Rise above the noise.

Welcome to Better Business, Better Life. In this episode, host Debra Chantry-Taylor breaks down why EOS Rocks are a better fit than OKRs for entrepreneurial and fast-growing businesses. She discusses how OKRs often lead to confusion, scattered focus, and poor follow-through while EOS Rocks bring clarity, accountability, and weekly progress. With practical tips on setting quarterly priorities, assigning clear ownership, and using tools like the Accountability Chart, Scorecard, and Level 10 Meetings, Debra shows how to build a simple, effective execution system that actually works. If you're feeling stretched too thin by endless objectives, this episode will show you how to simplify, refocus, and gain real traction.  CONNECT WITH DEBRA:         ___________________________________________         ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: debra@businessaction.co.nz ►See how she can help you: https://businessaction.co.nz/       ____________________________________________          Chapters:   00:26 - Introduction to EOS Rocks vs. OKRs   01:07 - Defining OKRs and EOS Rocks   01:58 - Challenges with OKRs in Entrepreneurial Businesses 03:19 - The Power of EOS Rocks and Accountability  05:35 - Real-Life Examples of EOS Rocks in Action  07:08 - Conclusion and Call to Action   

In this powerful episode of the Jake & Gino podcast, we're joined by Rob Finlay—serial entrepreneur, founder of 30 Capital, and author of Beyond the Building and Hey Dad. Rob dives deep into commercial real estate debt strategy, the importance of tracking OKRs and KPIs, and the long-term thinking that separates real estate professionals from amateurs.But this conversation doesn't stop at business. Rob also opens up about parenting adult children, financial literacy, and the “green gas” phone call that inspired his latest book, Hey Dad, a must-read for any parent raising self-sufficient young adults in today's world.Whether you're a multifamily investor looking to improve your financial game or a parent preparing your kids for life, this episode delivers hard-earned insights from one of the best in the business.Get the books:Hey Dad: https://heydadbook.comConnect with Rob FinlayWebsite: https://robfinlay.comInstagram & more: @robfinlay   Chapters:00:00 - Introduction  04:54 - KPIs & OKRs Explained (with Chick-fil-A References)  14:47 - Smart Leverage & Exit Strategies  18:15 - How New Investors Should Think About Equity, Recycling Deals, and Exit Strategies  21:41 - Refinancing vs. 10-Year Lockups  29:24 - The 2021–2022 Bridge Debt Trap  32:49 - Hey Dad: The Gas Pump Phone Call That Started It All  39:46 - Real Parenting Talk: Teaching Independence Through Exposure  43:05 - Kids & Money: Raising Financially Literate Adults  49:34 - Gino Wraps it Up  We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

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

Today we're talking about how 100% of my clients gained clarity and courage to make MAJOR  business and career moves. Those mind blowing quantum leaps that don't come from more grind and hustle, faking it till you make it, or another certificate from the likes of Harvard's Extension School, but from identity shifts.Ali left Microsoft to pursue a health tech startup. She used OKRs and mindset tools to go from insecure and scattered to strategic—and made her dream real in 180 days.Melissa was newly promoted and was building a department alone and ready to collapse. In 90 days, she rewired her brain, rebuilt her team, and reclaimed her joy at work in 90 days.Pam was going to quit her job. Instead, she reconnected with her mission and now leads with clarity, calm, and confidence again in 90 days.Morgan raised a round of funding, sold her company, and followed her dream of going to Harvard Business School in 180 daysKatherine was newly promoted and craved confidence in high-stakes moments like speaking to the board, and I was flirting with burnout. 90 days later she feels free, curious, and grounded in her career, and presence as an executive.

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

When project goals feel disconnected from broader business objectives, it can be challenging to stay motivated and on track. You may find yourself questioning the purpose of your work, only to discover that the strategic objective is simply to "build an app." If you're struggling to link your projects to the bigger organizational picture, this episode is for you.Carsten Ley, an expert in project management and OKRs, shares valuable insights on how to use Objectives and Key Results (OKRs) to align project delivery with overall business strategy. He discusses how integrating OKRs into your project management practice can drive better alignment, measure impact, and keep your team focused on the bigger picture.Resources from this episode:Join DPM MembershipSubscribe to the newsletter to get our latest articles and podcastsConnect with Carsten on LinkedInCheck out Asia PMO and OKR Asia

In this episode of the Rainmaker Podcast, guest host Pat Tighe welcomes DeWayne Louis, founding partner of Versor Investments, for a deep dive into how the firm uses technology, process, and leadership discipline to scale a lean, global investment business. With over 20 years of experience spanning hedge funds, private equity, and investment banking, DeWayne shares how his career shaped the culture and strategy behind Versor's quantitative investment platform.Versor, managing approximately $1.4 billion in AUM, specializes in quantitative equity strategies including single stocks, event-driven, and global equity index futures, all powered by proprietary research and robust data infrastructure. Founded by a team that previously worked together at Investcorp, Versor's mission was to spin out and commercialize the quantitative research insights they had developed over a decade of institutional investing.A central theme of the episode is Versor's use of AI and automation to maximize efficiency. With just five people on the distribution team, the firm leverages tools like Salesforce, Microsoft Teams transcription, Motion AI for project tracking, and automated DDQ systems like Qvidian to streamline operations and boost productivity. DeWayne emphasizes that embracing AI isn't optional—it's a strategic advantage. He shares how junior team members often lead innovation by identifying new tools, and leadership's openness to those ideas allows the firm to stay nimble and competitive.DeWayne also walks through how the team organizes itself using OKRs and A+ projects—firmwide priorities with measurable outcomes that drive growth and innovation. These initiatives are reviewed and executed collaboratively by a partner group, ensuring alignment across departments and clear accountability.When it comes to fundraising, DeWayne discusses the evolving landscape and their expansion into the wealth management channel via new mutual fund products. He credits platforms like Dakota Marketplace for helping them efficiently reach a wider RIA audience.As both a player and coach, DeWayne shares leadership lessons on empowerment, trust, and mentoring. He advises younger professionals to become fluent in investment strategy, embrace technology, and approach relationships systematically. For fellow leaders, he stresses the importance of removing barriers to innovation and listening to voices at every level of the firm.This episode is packed with valuable insights for sales professionals, fundraisers, and distribution leaders looking to scale smarter with fewer resources and stronger processes.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

Today we have another episode of Better Done Than Perfect. Listen in as we talk to Asia Orangio, founder and CEO of DemandMaven. You'll learn about the five growth levers you can pull, why you might be doing OKRs wrong, how to know which marketing programs to double down on, and more.Please head over to the episode page for the detailed recap and key takeaways.Show notesDemandMavenIn Demand Episode 26: What is the SaaS Black Hole?Managing SaaS Growth with Asia OrangioUserlist's email examples postsSignWell – example of a good SEO programAmplitude, Google Analytics 4, SegMetrics – marketing attribution toolsMetabase – business intelligence toolDovetail, Cognism, Balsamiq, Drift – good marketing program examplesMagicLibrary – ideas for adsProfitWell's hot sauce campaignFollow Asia on Bluesky and LinkedInThe Work by DemandMaven on SubstackThanks for listening! If you found the episode useful, please spread the word about this new show on Twitter mentioning @userlist, or leave us a review on iTunes.SponsorThis show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.Interested in sponsoring an episode? Learn more here.Leave a ReviewReviews are hugely important because they help new people discover this podcast. If you enjoyed listening to this episode, please leave a review on iTunes. Here's how.

Why should your marketing evolve into programs? In this episode, we talk to Asia Orangio, founder and CEO of DemandMaven. You'll learn about the five growth levers you can pull, why you might be doing OKRs wrong, how to know which marketing programs to double down on, and more.Visit our website for the detailed episode recap with key learnings.DemandMavenIn Demand Episode 26: What is the SaaS Black Hole?Managing SaaS Growth with Asia OrangioUserlist's email examples postsSignWell – example of a good SEO programAmplitude, Google Analytics 4, SegMetrics – marketing attribution toolsMetabase – business intelligence toolDovetail, Cognism, Balsamiq, Drift – good marketing program examplesMagicLibrary – ideas for adsProfitWell's hot sauce campaignFollow Asia on Bluesky and LinkedInThe Work by DemandMaven on SubstackThanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.SponsorThis show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

​Paul Burani is the Founder and Chief Revenue Officer of Mission Flywheel, a consultancy that empowers mission-driven organizations to scale revenue through data-driven strategies and measurable social impact. His career spans over two decades, including leadership roles at Google and in the edtech sector, where he focused on workforce development and economic inclusion. Paul's expertise aligns business growth with social outcomes, helping clients in sectors like climate, education, and healthcare prove their impact to investors and stakeholders. Through Mission Flywheel, he supports purpose-driven ventures in building sustainable, high-performing revenue models.​ In this episode… Scaling a business is never a straight line — especially when growth hinges on aligning a company's mission with its revenue strategy. Many leaders struggle to build sustainable momentum without compromising their core values or burning through capital. How can growth-stage companies maintain velocity while staying true to their purpose? Paul Burani, a seasoned revenue strategist and fractional CRO, offers a blueprint for achieving capital-efficient growth rooted in clarity, data, and customer-centricity. He recommends starting with a clear articulation of the core problem and then layering on insights from data — whether from existing operations or direct customer research. He emphasizes the power of using data to optimize internal decisions and create feedback loops that fuel continuous momentum. Paul also discusses how transparent OKRs and cross-functional collaboration can replace rigid funnels with resilient flywheels. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz interviews Paul Burani, Founder and Chief Revenue Officer at Mission Flywheel, about data-driven growth strategies for mission-led companies. Paul discusses the flywheel model, transitioning from startup to scale, and how to unlock customer insights. He also shares lessons from Google, approaches to managing high performers, and his thoughts on building work cultures rooted in purpose.

Are you struggling to maintain strategic focus in today's unpredictable environment?In this lo-fi, candid episode, Sara shares her insights on navigating strategic planning during persistent uncertainty. Whether you're impacted by shifting tariffs, changes in public funding, or volatile market conditions, this episode offers practical frameworks to maintain strategic momentum when forecasting feels (or is) impossible.Episode Highlights:The Twin Traps: Why both over-planning and strategic abandonment are dangerous reactions to chaosOKRs as an Antidote: How focusing on outcomes rather than activities creates strategic flexibilityThree-Step Framework: A practical approach to maintaining strategic momentum during turbulent timesBuilding in Public: The strategic advantage of quick launches during rapid changeCommon Questions:How do you create strategic plans when the environment is constantly changing?What should replace detailed action planning when circumstances shift frequently?How can leaders maintain team focus during periods of high uncertainty?Notable Quotes:"If you find yourself feeling like you need to revise your plan every time you turn on the news, you may be spending time planning that could better be spent on implementation." [00:03:59]"OKRs let us focus on the goal and remain flexible about our plans, so they can be a bit of an antidote to over-planning." [00:04:27]"The rapid iteration that's possible with building in public actually can create a strategic advantage during rapid change because you can be more relevant and responsive to exactly what's happening around you." [00:11:39]Episode Chapters:[00:00:00] Introduction to Thinkydoer Shorts[00:00:36] Current Challenges in Strategic Planning[00:01:49] Upcoming Workshop: Strategy During Chaos[00:02:46] Adapting Strategic Plans to Uncertainty[00:03:06] Avoiding Over-Planning and Abandonment[00:06:49] Three Steps for Strategic Resilience[00:08:07] Focusing on Immediate Priorities[00:09:26] The To-Done List Approach[00:12:03] Conclusion and Upcoming EventsUpcoming Events:Strategy During Chaos Workshop: May 7th at 9:00 AM and 4:00 PM Pacific. Just $19 (scholarships available). Register at findrc.coNo-BS Strategic Achievement Intensive: May 15th-16th (two half-days). Create chaos-proof strategic plans with structured exercises and supported coworking. Register at findrc.coBook Launch:"You Are a Strategist: Use No-BS OKRs to Get Big Things Done" will be available in print (hardback and softback) on May 6th. Get the ebook now wherever you buy books. More info: youareastrategist.com Stay Connected:Join Sara's newsletter at findrc.co/newsletter. Send questions through findrc.co/contact. Find Sara @saralobkovich on most social media platforms. For show notes and the full episode transcript, visit

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

This week on Revenue Rehab, Brandi Starr is joined by Brittany Hansen, a seasoned SaaS executive and marketing leader who believes that most revenue issues aren't caused by structure or strategy, but by broken internal communication—and she's ready to prove it. In this episode, Brittany challenges the common industry belief that misalignments can be solved with org charts, OKRs, or new tools, arguing instead that clarity, consistency, and honest feedback loops are what truly drive alignment and results. She unpacks why CMOs and CROs must address communication breakdowns at every level to build trust, avoid costly silos, and deliver on their brand promises. Ready to confront the real root of disruption—or do you think she's got it wrong?  Episode Type: Problem Solving  Industry analysts, consultants, and founders take a bold stance on critical revenue challenges, offering insights you won't hear anywhere else. These episodes explore common industry challenges and potential solutions through expert insights and varied perspectives.  Bullet Points of Key Topics + Chapter Markers:  Topic #1: Alignment Isn't a Math Problem—It's a Messaging Problem [04:49]  Brittany Hansen asserts that “revenue is like a math problem” is a damaging myth, and pushes back on the idea that public-facing alignment is all that matters. She explains, “when you don't have internal alignment on who you are and what your messaging is, that's reflected to everybody.” Brandi challenges this view by asking why traditional alignment efforts miss the mark, provoking a debate about the centrality of message consistency across all functions.  Topic #2: Post-Mortem Meetings Are Non-Negotiable for Sustained Growth [13:24]  Brittany fiercely advocates for regular, honest post-mortem meetings and structured feedback loops, countering the “move fast, skip reflection” mindset common in high-growth companies. She emphasizes that without these rituals, “communication is just a bunch of fluff...learning after the fact creates that full circle for any business.” Brandi questions the practicality of these meetings, especially in busy organizations, sparking a conversation about how leaders can operationalize these rituals without falling into over-engineering.  Topic #3: Curiosity and Psychological Safety Drive Alignment [25:22]  Brittany challenges the assumption that pushback against alignment processes comes from difficult employees, arguing instead that resistance is a critical signal leaders should embrace. She urges executives to “get curious” and make it safe for team members to voice concerns, stating, “so rarely in life is there somebody who is just an anarchist and wants to burn your company down for the sake of watching it burn.” The conversation explores how psychological safety and curiosity—not heavy-handed enforcement—are the real levers for creating alignment and surfacing valuable organizational insights.  The Wrong Approach vs. Smarter Alternative  The Wrong Approach: “Getting forceful about it and demanding answers.” – Brittany Hansen  Why It Fails: Approaching alignment issues with force or by demanding compliance breeds resistance and shuts down open dialogue. This top-down approach discourages honesty, creates fear, and leads to toxic positivity, where real problems remain unaddressed because employees don't feel safe speaking up.  The Smarter Alternative: Instead, leaders should “get curious.” This means making it safe for employees to voice concerns, asking open questions to understand root causes, and fostering a culture where candid feedback is welcomed. By encouraging honest conversations and establishing regular feedback loops, organizations can uncover misalignments and address them collaboratively for lasting improvement.  The Most Damaging Myth  The Myth: “Revenue is like a math problem. Right. And I think the other is that we are. We are who we display publicly and that's all there is to it.” – Brittany Hansen  Why It's Wrong: According to Brittany, treating revenue purely as a math or structural issue ignores the critical role of internal communication and alignment. When companies focus solely on external appearances or metrics without ensuring everyone internally shares a unified understanding and message, misalignment seeps into every customer interaction. This disconnect is visible to consumers, undermining trust and revealing issues beneath the surface.  What Companies Should Do Instead: Leaders must prioritize internal alignment on company identity, messaging, and goals—going beyond surface-level metrics or outward branding. Invest in transparent, consistent communication across all departments to ensure everyone can accurately articulate what the company does and stands for. This unified internal clarity creates trust with customers and eliminates damaging surprises.  The Rapid-Fire Round  Finish this sentence: If your company has this problem, the first thing you should do is _  “Get curious.” – Brittany Hansen Take immediate action by asking questions and seeking to understand where misalignment or communication gaps exist within your organization.  What's one red flag that signals a company has this problem—but might not realize it yet?  “There's so many silos and silent, silent conversations... when nobody's showing up on Slack and there's elephants in the room and you can feel it.” Watch for a lack of open communication, silos between teams, and unspoken issues—these often signal deeper alignment problems.  What's the most common mistake people make when trying to fix this?  “Getting forceful about it and demanding answers.” Don't try to mandate alignment through top-down force or pressure. Forcing answers undermines trust and discourages honest communication.  What's the fastest action someone can take today to make progress?  “Have a conversation. Ask someone the questions.” Start by deliberately opening a conversation—reach out directly to team members and ask about their understanding, concerns, and viewpoints right now.  Immediate Takeaway for Revenue Leaders:  Foster curiosity, break silos with direct dialogue, avoid a forceful approach, and take fast action by simply starting honest conversations—these are the first steps to resolving alignment and communication issues within your revenue organization.  Buzzword Banishment  Brittany's buzzword to banish is "viral." She dislikes this term because while everyone wants to go viral for exposure, they rarely consider whether their message is reaching the right audience or whether it authentically represents their brand. Brittany argues that virality does not guarantee meaningful impact and that brands should focus on niche relevance and knowing their audience, rather than chasing unpredictable, hollow visibility.  Links:  LinkedIn: https://www.linkedin.com/in/brittany-a-hansen/  Website: Viiision.com  Subscribe, listen, and rate/review Revenue Rehab Podcast on Apple Podcasts, Spotify, Google Podcasts , Amazon Music, or iHeart Radio and find more episodes on our website RevenueRehab.live    

In episode 69 of Venture Everywhere, Jenny Fielding, Co-founder and Managing Partner of Everywhere Ventures, chats with Joe Essenfeld, founder and CEO of Fora, an AI platform that turns workplace conversations into real-time business insights. Joe shares his journey from early startup experiences to building Fora, where he combined HR tech expertise with early large language model (LLM) experiments to build a smarter way to run companies. Joe also discusses how Fora uses AI to turn everyday business chatter into actionable insights, accelerating decisions and challenging the role of traditional OKRs.In this episode, you will hear:How Fora leverages AI to solve alignment issues in real time.Replacing traditional OKRs with continuous, automated tracking.Blending future-of-work and ops intelligence beyond HR tech.Linking daily work to company goals without extra process overhead.Adapting to shifting product-market fit in a fast-changing landscape.Delivering insights via push notifications, no dashboards needed.Learn more about Joe Essenfeld | ForaLinkedIn: https://www.linkedin.com/in/essenfeldFora: https://fora.day Learn more about Jenny Fielding | Everywhere VCLinkedin: https://www.linkedin.com/in/jennyfieldingWebsite: https://everywhere.vc/

BONUS: Maria Chec Explores the Divide Between Agile Leaders and Practitioners In this BONUS episode, we explore Agile leadership with Maria Chec, author and host of Agile State of Mind. Maria shares insights from her analysis of Miro's Agile Survey, revealing a concerning disconnect between how Agile leaders and practitioners experience agile methodologies. We explore the roots of this divide, discuss practical approaches to bridging the gap, and consider the implications of recent industry developments like the PMI-Agile Alliance merger. Maria offers valuable perspectives on creating truly collaborative environments where frameworks serve the teams, not the other way around. The Disconnect Between Leaders and Practitioners "Practitioners feel pressured to comply with agile practices when they don't seem to add value." Maria highlights a stark divide revealed in Miro's survey of 1,200 agile practitioners and leaders. When asked if agile is living up to its original values, leaders and practitioners gave drastically different responses. For example, 69% of practitioners felt processes and tools overshadow individuals in their organizations, while only 43% of leaders shared this view. Similarly, 58% of practitioners believed documentation was prioritized over delivering final products, compared to just 39% of leaders. These disparities point to a fundamental disconnect in how agile is experienced at different organizational levels, with practitioners often feeling frameworks are imposed rather than collaboratively implemented. When Frameworks Become the Problem "The framework is too rigid... The framework is too complex... We have to change too much to use the framework." The issue isn't with agile frameworks themselves but how they're applied, Maria argues. Leaders often implement frameworks like SAFe without sufficient practitioner input or adaptation to organizational context. This creates an anti-pattern of "magical thinking" where companies believe they can install off-the-shelf solutions that worked elsewhere without considering their unique circumstances. The practitioners, who must live with these frameworks daily, experience frustration when rigid implementations fail to address their actual needs. Conway's Law comes into play here – the structure imposed by leadership often doesn't align with how teams naturally need to collaborate based on the systems they're building. The Role of Psychological Safety "Can I really admit that something the leadership made me do is not working for me? Will I be the only one admitting it?" This disconnect reveals deeper issues around psychological safety and trust within organizations. Many practitioners fear speaking up about framework problems, especially when they've just endured yet another organizational transformation. Maria emphasizes that without psychological safety, feedback loops break down, preventing the continuous improvement that's central to agile philosophy. Leaders must create environments where teams feel safe to provide honest feedback about what's working and what isn't, without fear of being singled out or dismissed. Without this safety, frameworks become rigid implementations rather than adaptable approaches that evolve with team needs. Reconnecting Through Gemba Walks "Be there where the value is created and know what's going on." To bridge the gap between leadership vision and practitioner reality, Maria strongly recommends Gemba walks – a concept from Lean and Toyota where leaders go to where value is created. This practice helps leaders understand the actual work being done and build relationships with team members. Maria references Project Aristotle at Google, which found that trust and psychological safety are fundamental to team success. She also notes the importance of leaders articulating a meaningful mission to inspire teams, sharing her experience at a taxi-hailing app where the CEO's vision of reducing urban parking needs made her feel she was "building something for the future." Leaders should regularly spend time where the actual work happens Teams need to understand how their work contributes to a larger purpose Open communication channels must be genuine, not just symbolic In this segment, we refer to Management 3.0 and Managing For Happiness by Jurgen Appelo.  The PMI-Agile Alliance Merger and the Future of Agile "Have we really found better ways? Why are Agile Alliance and PMI merging?" The recent merger between the Project Management Institute and Agile Alliance represents a surprising development in the industry. Maria takes an optimistic view, wondering if this indicates PMI recognizing that agile is truly the way forward. She acknowledges the perception that "Agile is dead" discussions highlight a crisis in the movement, but suggests the merger might be an opportunity to influence project management with agile values. She emphasizes how AI is creating massive changes that require experimentation and adaptation – precisely what agile approaches enable. This industry shift offers agile practitioners the chance to shape how traditional and agile methodologies might complement each other in the future. The merger could be seen as closing a circle or as an opportunity for cross-pollination "Agile is dead" discussions reflect growing pains rather than true failure Rapid technological changes with AI require more experimentation, not less Breaking Down Silos with "Glue Roles" "What are the 'glue roles' that you need in your organization?" Maria introduces her concept of "glue roles" – positions that help break down silos and foster collaboration regardless of what they're called. Whether they're RTEs (Release Train Engineers), Agile Coaches, or Technical Project Managers, these roles can transform organizational effectiveness when focused on enabling teams rather than enforcing processes. She observes that nature constantly changes, yet we expect our companies to remain static. This mindset prevents the adaptation necessary for true agility. Instead, organizations need individuals who can facilitate communication, remove barriers, and help teams collaborate effectively across boundaries. Focus on the function of collaboration rather than rigid role definitions Adapt roles to organizational needs rather than forcing organizational change to fit frameworks Use these roles to foster psychological safety and open communication Learning Through Experimentation "We need to experiment." Looking toward the future, Maria emphasizes the importance of experimentation in the face of rapid technological change, particularly with AI. She notes that while tech professionals are often thought to be early adopters, AI tools like ChatGPT are being embraced across all industries. The accelerating pace of change means we can no longer plan years ahead with certainty – what we use today may be obsolete in two years. This reality makes agile approaches even more relevant, as they embrace change rather than fight it. She encourages agile practitioners to openly discuss how they use these new tools, adapting their practices rather than clinging to outdated methods. The accelerating pace of change makes long-term planning increasingly difficult AI is already transforming work across all industries, not just tech Agile principles of adaptation and experimentation are more relevant than ever About Maria Chec Maria Chec is a seasoned Agile leader, ProKanban Trainer, and creator of Agile State of Mind. With over a decade of experience, she specializes in transforming teams through SAFe, OKRs, and process optimization, achieving remarkable productivity gains. Maria's mission is empowering teams to thrive through collaboration and adaptability. You can link with Maria Chec on LinkedIn and subscribe to Maria Chec's Substack.

In Part 2 of her conversation, Sara Lobkovich doesn't just tell us what strategy is—she shows us who it's for. Her book, You Are a Strategist, is more than a guide to OKRs or goal-setting. It's a toolkit for people who've always felt misaligned, misunderstood, or mislabeled in traditional business environments. Drawing from her own experience as a trauma survivor, neurodivergent thinker, and late-diagnosed ADHD strategist, Sara offers business frameworks that finally include the rest of us. For Gen Xers who never fit the mold but always saw the system clearly, this episode is both validation and a user manual.>>From Law School to Strategy Misfit“I never got the interview. I didn't have the right name on my résumé.”Sara reflects on being locked out of big-name strategy firms—and how that exclusion pushed her to build her own frameworks, grounded in human insight, not prestige.>>Strategy as Shared Language“The simplest tech in business? Words that mean the same thing to everyone.”Sara breaks down how misalignment over simple terms like ‘strategy' or ‘goals' can waste human energy—and how her frameworks give teams a shared starting point.>>The Book That Became a Love Letter“I wrote the book I needed—and cried when I read the proof.”She shares how You Are a Strategist evolved from a workbook on goal-setting into a deeply personal guide for people who feel unseen in traditional business culture.>>A Toolkit for the Misunderstood“This book is for introverts, ADHDers, trauma survivors, frustrated changemakers.”Sara explains why her audience matters—and how her tools were designed for people often left out of business conversations but full of unrealized insight.>>Leading Through Questions, Not Performances“Strategy is asking the question no one else is asking—then listening.”She closes by reframing leadership as a curiosity-driven practice, not a performance—and why the most powerful change-makers are often the ones who feel like outsiders._____________________Connect with us:Host: Vince Chan | Guest: Sara Lobkovich --Chief Change Officer--Change Ambitiously. Outgrow Yourself.Open a World of Expansive Human Intelligencefor Transformation Gurus, Black Sheep,Unsung Visionaries & Bold Hearts.12 Million+ All-Time Downloads.Reaching 80+ Countries Daily.Global Top 3% Podcast.Top 10 US Business.Top 1 US Careers.>>>140,000+ are outgrowing. Act Today.

What does it mean to find out what your team is actually good at—and how do you use that insight to grow, scale, and lead effectively?In this episode, Amir sits down with Pallavi Pal, Head of Product at Grata, to unpack the nuanced art of identifying strengths within product teams. From hiring with purpose to fostering technical and soft skills, Pallavi shares how she built her team from the ground up and established a culture of collaboration and excellence. Whether you're a product leader, aspiring manager, or simply navigating your growth path in tech, this conversation is packed with frameworks and hard-earned lessons.✨ Key Takeaways“Good” is personal and team-specific – Recognize where individual team members naturally lean in and where they need support.Hiring with intention matters – Building a team from scratch allows leaders to define what “good” looks like for each role early on.Balancing technical and soft skills is crucial – Successful PMs don't just understand the product—they empathize with users and collaborate effectively.Path to people management starts with mentorship – Use mentorship as a low-risk way to identify potential managers.Culture isn't just top-down – Product teams should reflect company values while fostering technical curiosity and peer collaboration.Metrics can't be mandated – Teams need to co-create their North Star metrics and OKRs to stay engaged and aligned.⏱️ Timestamped Highlights[00:20] – Introducing Pallavi and the focus on identifying what your team is great at[02:05] – Observing behaviors to identify strengths and hesitations[05:22] – Hiring to match specific skill sets across different product functions[08:20] – The balance between domain knowledge, technical skills, and soft skills[12:03] – Identifying future people managers within your team[16:21] – Building a product culture that aligns with company values but has its own identity[21:06] – How to define and align around standards and metrics in product[24:21] – How to connect with Pallavi for follow-up questions

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

Landbase is pioneering a new approach to go-to-market automation, using agentic AI to help businesses generate leads that convert. With $12.5 million in seed funding, Landbase is automating the mundane aspects of sales and marketing while leveraging machine intelligence to recommend high-converting campaign strategies.  In this episode of Category Visionaries, I spoke with Daniel Saks, CEO and Co-Founder of Landbase, about his journey from building the unicorn AppDirect to his latest venture. Daniel shared his vision for creating software that works for you, not the other way around, and how AI-powered tools can help reclaim your day by turning months-long campaign processes into minutes. Topics Discussed: Landbase's mission to solve the challenge of generating leads that convert Using agentic AI to create go-to-market campaigns with high conversion potential The transition from months to minutes for launching marketing campaigns Daniel's journey building AppDirect into a unicorn and his decision to start Landbase The shifting landscape of B2B technology from on-prem to SaaS to AI Finding motivation beyond material success and focusing on mission-driven work Landbase's three core OKRs: faster, cheaper, better How AI can harness data to enhance human performance, not replace humans Building "GTM1 Omni," Landbase's domain-specific model for go-to-market insights The concept of "digital trust" and its importance in modern marketing efforts   GTM Lessons For B2B Founders: AI should augment humans, not replace them: Daniel emphasizes that AI's role is to "automate the mundane so humans can do more human things." The most effective AI implementation preserves human agency while enhancing performance through machine intelligence. Focus on micro-ICPs for higher conversion: Landbase's data shows that targeting micro-ICPs (Ideal Customer Profiles) or niche audiences with specific problems can yield dramatically higher engagement rates—sometimes up to 90% email open rates compared to 1% for broader approaches. Opportunity in underdigitized industries: Traditional businesses like tool and die manufacturing, landscaping, or mining represent untapped markets for digital solutions. Being the first to create content for these niches can give you a significant advantage. Digital trust is the new currency: Building trust through your digital presence is critical. This includes having relevant case studies (video performs better than text), third-party ratings and reviews, credible authorities discussing your brand, and strong domain authority through proper backlinks. The Y Combinator playbook is outdated: Daniel argues that the traditional lean startup methodology of building a point solution around a defined customer market doesn't work in today's AI landscape. Creating a sustainable moat requires thinking differently and taking greater risks.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co

BONUS: Beyond Individual Talent: 2 Leadership Myths We all Believed in with Arne Roock In this BONUS episode, we delve into the complexities of team effectiveness with Arne Roock, an experienced Agile consultant who has worked with organizations ranging from startups to large corporations. Arne shares his insights on what truly makes teams perform at their highest level, why simply assembling talented individuals isn't enough, and how organizations can move beyond the "feature factory" mindset to focus on outcomes and impact. The Myth of Individual Talent in Teams "A team of experts is not an expert team." Arne breaks down the common misconception that placing highly talented individuals together automatically creates a high-performing team. Drawing parallels from sports, he points to examples like the "Red Army" hockey team and the famous "Miracle on Ice," where team cohesion proved more valuable than individual star power. Through his consulting work, Arne observed that quick-fix workshops often produced short-term improvements but failed to create lasting change. Sometimes, teams even deteriorated after temporary interventions. This led him to Richard Hackman's work on team effectiveness, particularly the 60-30-10 rule: leaders should spend 60% of their time designing teams, 30% launching teams, and only 10% on coaching interventions. Coaching alone cannot change a team's trajectory without proper design and launch Leaders should engage with coaches at the beginning of team formation Teams need sufficient stability to achieve meaningful impact Existing teams can be relaunched or redesigned to improve performance In this segment, wer refer to Richard Hackman's 6 conditions for effective teams, and to Margaret Heffernan's Superchicken Paradox Ted Talk, and to the episode with Heidi Helfand about Re-teaming. Balancing Delivery Focus with Team Development "Organizations trends go in waves." Arne discusses the pendulum swing in organizational approaches, noting how Agile emerged as a countermovement to process-centric methodologies. Currently, he observes a strong emphasis on delivery, with many organizations repositioning Scrum Masters as delivery leads. This trend, while addressing immediate business needs, often undermines the fundamental team-building aspects of the Scrum Master role. Arne suggests that we need to find balance between delivery pressure and people-centered approaches, treating these as polarities to manage rather than problems to solve. In this segment, we refer to the book Polarity Management by  Barry Johnson, and to Arne's blog post about cross-functional teams. Moving Beyond the Feature Factory "Delivery manager will undermine team responsibility." When organizations want to shift from deadline-driven development to outcome-focused work, Arne recommends examining team design fundamentals first. He cautions that adding delivery managers won't fix teams that haven't been properly designed and launched. Most organizations operate as "feature factories," focusing on output rather than outcomes. Arne suggests two high-impact practices that can help teams deliver more value: Implementing meaningful sprint goals and effective sprint reviews Using OKRs with specific checks on value delivered, not just features completed Arne emphasizes that the Scrum Master role is a full-time position, and when they're pushed to prioritize delivery management, important team-building work gets neglected. Proper team design creates the foundation for shared delivery ownership without requiring additional management roles. In this segment, we talk about an article that explains how to use OKR's with a “value-check” included.  About Arne Roock Arne works as a consultant for Agile methods and (leadership) team effectiveness. As a trainer and coach he supported both startups and big corporations in different industries. For the past ten years he took a deep dive into the tech industry as an embedded coach with Jimdo and Spotify. You can link with Arne Roock on LinkedIn and connect with Arne Roock on Mastodon.

Você acha que sua equipe poderia dedicar mais tempo estratégico? Neste Enzimas, Ronaldo Menezes, SME de Programa (OKR e Estratégia) no Itaú Unibanco, revela como a implementação de agentes conversacionais de IA transformou o processo de OKRs, gerando ganho de tempo e melhorando a qualidade dos resultados. Ele ainda compartilha as lições aprendidas ao integrar inteligência artificial que fizeram os times terem mais tempo para discutir e tomar decisões estratégicas, além de conectar os objetivos dos OKRs com os itens do backlog. Ficou curioso? Então, dê o play! Quer conversar com Os Agilistas? É só mandar sua dúvida/sugestão na nossa página do Linkedin ou pelo e-mail osagilistas@dtidigital.com.br que nós responderemos em um de nossos conteúdos! Nos acompanhe pelas redes sociais e assine a nossa newsletter que chega todo mês com os assuntos quentes do mundo dos negócios através do site.See omnystudio.com/listener for privacy information.

Self-promotion can feel uncomfortable—especially for introverted, thoughtful, or reserved Thinkydoers. But what if sharing your impact didn't have to feel like bragging? In this episode, client experience copywriter and founder of The Content Witches, Nailah King, joins host Sara Lobkovich to explore how to craft authentic client stories that go beyond traditional case studies. Nailah shares practical strategies for telling compelling stories that showcase your work—even when your impact isn't easily measured in revenue or metrics. Learn some tips for managing rejection sensitivity and building confidence in sharing your work, so you can create marketing materials that align with your values instead of squeezing your unique approach into conventional formats. Episode Highlights: Why traditional case studies don't work for every business and how to tell client stories differently Strategies for showcasing your impact without relying on revenue-based metrics Overcoming rejection sensitivity and building confidence in sharing your work How introverted and low-energy Thinkydoers can approach self-promotion authentically Aligning your marketing materials with your values instead of forcing them into conventional formats Practical storytelling techniques to make your work more visible and engaging The emotional side of marketing—navigating vulnerability, rejection, and self-doubt Nailah's personal journey and lessons learned from working with values-driven clients First steps to crafting client stories that feel natural, honest, and impactful Key Concepts Explored: Authentic Storytelling & Client Impact Why traditional case studies don't work for every business and how to create meaningful client stories Strategies for showcasing impact without relying on revenue-based metrics The power of storytelling to make your work more visible and engaging Self-Promotion for Introverts & Low-Energy Thinkydoers How to leverage stories to market yourself authentically Managing the fear of visibility and rejection sensitivity Values-Aligned Marketing & Ethical Storytelling Creating marketing materials that reflect your values rather than fitting into conventional formats The emotional side of sharing your work—navigating vulnerability, self-doubt, and rejection How ethical storytelling can help build stronger client relationships and trust Building Confidence & Overcoming Rejection Sensitivity Understanding rejection sensitivity and how it affects self-promotion Strategies for developing confidence in sharing your work and experiences First steps to telling client stories in a way that feels natural and impactful Episode Chapters: 00:00:00 Welcome to Thinkydoers podcast and introduction 00:01:00 Introduction to Nailah King and why Sara invited her on the podcast 00:03:00 Book launch announcement for "You Are A Strategist" 00:04:00 Nailah introduces herself and her work 00:05:00 How Nailah's approach differs from traditional case studies 00:09:00 The importance of centering the client's experience in storytelling 00:12:00 Balancing values-based work with business needs 00:17:00 Addressing struggles with talking about oneself and one's impact 00:21:00 Switching from teaching mode to emotional storytelling 00:24:00 Overcoming shyness when approaching clients for stories 00:28:00 Tips for handling rejection sensitivity 00:35:00 How Nailah creates safe spaces for client interviews 00:41:00 Key takeaways for introverts and Thinkydoers Notable Quotes "I don't get to tell you what you found valuable at the end of the day. I can ask questions that help you explore that, but I don't get to determine the most important feature or experience that you had with us working together." - Nailah King (00:05:00) "Not all of us have work that fits into soundbites and all the attention is paid to getting us to squeeze our work into soundbites." - Sara Lobkovich (00:16:00)  "Honor your energetics, honor your process, honor the format. If it's accessible to you, hire someone. If not, there are ways to do this work that are just easier. But you don't have to miss out, and you don't have to feel excluded. These stories are for us as well." - Nailah King (00:43:00) Guest Information Nailah King is a copywriter who specializes in client storytelling, particularly for thoughtful and introspective professionals who prefer a more authentic and less high-pressure approach to marketing. She focuses on crafting case studies that feel more like engaging client narratives rather than dry testimonials. Nailah's Resources Mentioned: Website: www.thecontentwitches.ca Threads: @nailah.z.king Instagram: @nailah.z.king BlueSky: @nailahkingwrites.bsky.social LinkedIn: The Content Witches A shout-out to Sarah Moon & Co, who brought Nailah and I together: Sarah Moon Consulting website And here's the client story that Nailah wrote with Sara L, for Sarah M! Sara's Links and Resources: Join Sara's Email List: Get updates on OKRs, strategy, and workplace wellbeing and performance at ck.redcurrantco.com Book Website: Now available! Learn more abpit You Are a Strategist at youareastrategist.com Book launch squad:  findrc.co/launchsquad Connect with Sara via LinkedIn, Bluesky, Threads, or Mastodon Podcast Home Page: Thinkydoers Podcast Find full show notes and the episode transcript via https://findrc.co/thinkydoers!

EP 2460 (SR 116) สะท้อนคิดวันอาทิตย์ที่ 30 มีนาคม 2568 มา Update Personal OKRs รายสัปดาห์ สรุปผล OKRs ในไตรมาสที่ 1/2568 รวมทั้งตั้ง OKRs ในไตรมาส 2/2568 และยังมีเรื่องแผ่นดินไหวใหญ่มาชวนคุย และประชาสัมพันธ์กิจกรรมงานสัปดาห์หนังสือด้วยครับ

"Strategic planning is creating certainty in an uncertain world." – Tim Fulton Strategic planning is essential for success in any business, yet many companies either overlook or struggle with the process. In this episode, Trace Blackmore welcomes back Tim Fulton, President of Small Business Matters, to explore the fundamentals of strategic planning and how businesses can chart their course for success.   Tim shares insights on why strategic planning matters, how to involve the right people, and how to create a plan that actually works. Whether you're a business owner, manager, or part of a team, this episode provides valuable takeaways to help you navigate uncertainty, set clear objectives, and execute effectively. Why Strategic Planning is Critical Strategic planning helps businesses stay focused in an unpredictable world. By analyzing past performance, assessing the present, and setting future goals, companies can adapt to changing markets, industry trends, and emerging technologies like AI. Who Should Be Involved in Strategic Planning? Successful planning requires input from leaders and key employees at different levels. Involving the right people fosters collaboration, avoids blind spots, and ensures that the plan is practical and actionable, rather than created in isolation. The SWOT Analysis: A Tool for Understanding Your Business A SWOT analysis (Strengths, Weaknesses, Opportunities, and Threats) helps businesses understand their position. Identifying strengths and weaknesses within the company, along with external opportunities and threats, provides a clearer strategy for growth and risk management. Executing the Plan & Measuring Success A strategic plan is only effective if it's executed properly. Setting SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) ensures clarity, while quarterly reviews and color-coded tracking (Green, Yellow, Red) help teams monitor progress. Methods like the 12-Week Year and OKRs (Objectives & Key Results) keep businesses on track and accountable. Why Having a Third-Party Facilitator Can Make a Difference An outside facilitator brings an objective perspective, helping businesses stay focused and engaged during planning. Leaders who try to both facilitate and participate often struggle to balance these roles. Involving an expert improves discussions and strengthens team buy-in. Common Mistakes in Strategic Planning & How to Avoid Them Many businesses fail in strategic planning due to poor communication, lack of follow-through, and ignoring potential risks. A strong plan must be actively maintained throughout the year to ensure long-term success. Tim Fulton joined Trace Blackmore to deliver essential insights into strategic planning, emphasizing clarity, involvement, accountability, and the power of facilitation. This episode challenges listeners to create meaningful strategies, fostering organizational resilience and success in any environment. Stay engaged, keep learning, and continue scaling up your knowledge!   Timestamps    3:00 – Trace Blackmore encourages listeners to help spread the word about Scaling UP! H2O Podcast by sharing it with their colleagues and network 07:00 – Upcoming Events for Water Treatment Professionals 09:12 – Water You Know with James McDonald 11:00 – Interview starts: Welcoming back Tim Fulton 13:12 – What is Strategic Planning? 15:44 – Who should be involved in Strategic Planning? 23:22 – Why should companies strategically plan 34:58 – Best time for strategic planning 40:00 – Objective and Key Results (OKRs) explained   Quotes  "No weigh-in equals no buy-in.” - Patrick Lencioni, quoted by Trace “Fear is the biggest obstacle preventing businesses from strategic planning.” - Tim Fulton “Not having a plan is a plan for failure.” - Trace Blackmore “Doing strategic planning without a facilitator is like being quarterback and referee at the same time.” - Tim Fulton Connect with Tim Fulton Phone: (678) 427- 9436 Email: timfulton@hotmail.com Website: smallbusinessmattersonline.com LinkedIn: https://www.linkedin.com/in/timcfulton/  Click HERE to Download Episode's Discussion Guide     Guest Resources Mentioned The Meeting by Tim Fulton Measure What Matters by John Doerr Traction by Gino Wickman    Scaling UP! H2O Resources Mentioned AWT (Association of Water Technologies) Scaling UP! H2O Academy video courses Submit a Show Idea The Rising Tide Mastermind 022 The One with Tim Fulton   280 The One About Retaining Top Talent   289 The One About A SWOT Analysis with A Twist   368 Adapting to the New Workforce: Attracting Top Talent 164 The One With Chris McChesney What the Heck Is EOS? A Complete Guide for Employees in Companies Running on EOS by Gino Wickman   The 12 Week Year   The Five Dysfunctions of a Team by Patrick Lencioni Water You Know with James McDonald  Question: What do you call the attraction of water molecules to each other that gives water its unique properties, such as a high surface tension, high boiling point, and ability to dissolve many substances?   2025 Events for Water Professionals Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE.  

Join Melissa Perri in an insightful episode of the Product Thinking Podcast featuring Hugo Froes, Head of Operations at OLX. In this episode, Hugo shares his remarkable journey from UX and service design to leading product operations, a transition that highlights the importance of bridging design with business needs.This conversation dives into how Hugo has effectively shaped product operations at OLX, focusing on process optimization, reducing friction, and empowering teams to deliver true value. Hugo's approach showcases how strategic product operations can drive innovation and efficiency within organizations.Ready to explore how product operations can transform your organization? Listen to the full episode and gain practical insights from Hugo's experiences!You'll hear us talk about:00:25:08 - Making OKRs Work Across the OrganizationHugo discusses the challenges and solutions for standardizing OKR frameworks to ensure consistent and measurable outcomes while allowing flexibility for team-specific practices.00:30:41 - The Product Ops MixHugo explains the multi-faceted approach of OLX's product operations team, focusing on improving efficiency, streamlining processes, and supporting organizational growth through strategic tooling.00:39:03 - Measuring Value in Product ManagementHugo and Melissa explore the importance of continuously validating product value against business outcomes, emphasizing learning over feature delivery.Episode resources:Hugo on LinkedIn: https://www.linkedin.com/in/hugofroes/Thoughts Unravelled: https://thoughtsunravelled.substack.com/Try Liveblocks: https://liveblocks.io/Timestamps:00:00 Coming Up01:01 Intro05:37 From UX to Product Ops: Hugo's Journey09:17 Shift to Product Thinking16:33 Starting Product Ops at OLX21:23 Rethinking OKRs for Real Teams25:08 Making OKRs Work Across the Org30:41 The Product Ops Mix35:48 The Real Limits of AI43:07 What's Next for Product Ops

Manish shares his journey from growing up in rural Kentucky to working at Google to becoming a successful venture capitalist in Silicon Valley. Manish shares his lessons learned from his time at Google and how they shaped his approach to venture capital.About Manish PatelManish is a Silicon Valley veteran who solves problems at the intersection of business, technology, and human experience. He follows his passion for technologies that address deep needs and evolve to products which become part of everyday life.At Google, Manish was fortunate to lead and collaborate with teams that designed, developed, and scaled products with global impact including Google Ads, TV, and Maps. In addition, he built a few products that were brilliant failures. He also worked closely with the co-founders on special projects including running Google's corporate strategy and goal setting process: OKRs. As the company scaled from private to public, Manish held several other strategic roles and spent significant time overseas as Google established its global presence. After Google, Manish joined Highland Capital and helped expand the firm's offices in California. Manish is certainly the “accidental” venture capitalist but grew to love the craft. He focuses on early stage investing. Manish was able to partner with a number of exceptional entrepreneurs over the years who have scaled their businesses to public companies and multi billion dollar acquisitions.Manish's passion for building extends to many aspects of his life. He has taught in the Stanford School of Engineering for years as well as serving as a Fellow at the University of Toronto - CDL. He was also recognized as a Distinguished Fellow by IDEO CoLab. And when he can, he loves to find excuses to go to his local machine shop.Manish has spent his career at the edge of innovation as an operator, inventor, and as a venture capitalist. He deeply believes in the idea that the best products, those that truly impact us, shift from being novel technologies to becoming commonplace, disappearing into our daily lives.Episode LinksNava Venture Capital Firm https://nava.vc CONNECT WITH USGet Your Weekly EDGE Newsletter. It's FREE.Bottom Line Up Front (BLUF)Brandon writes a weekly email newsletter called EDGE that over 22,000 people rely on for an edge to achieve their best selves in business and life.ContentBrandon writes about what he knows...lessons from 2x exits, 20+ strike outs Venture Capital, Marketing at AOL, writing a #1 Amazon Best Seller, Podcasting, Angel Investing, Philanthropy, Public service, Fitness and peak performance.Who it's forPeople that want to achieve their full potential.Claim your edge with others who have been getting a step ahead. Link to sign up: https://edge.ck.page/bea5b3fda6 A Podcast for entrepreneurs and peak performersPart of the Best Podcast Network: Productivity Podcast, Marketing Podcast, Business Plan Podcast, 401k Podcast, Car Accident Lawyer Podcast,

Genevieve Hayes Consulting Episode 57: [Value Boost] 3 Game-Changing Questions to Save Your Data Science Presentations From Falling Flat Every data scientist knows the sinking feeling: you’ve done brilliant technical work, but your presentation falls flat with stakeholders.In this Value Boost episode, communications expert Lauren Lang and data analyst Dr Matt Hoffman join Dr Genevieve Hayes to share their go-to pre-presentation checklist to ensure that sinking feeling never happens again.You’ll walk away knowing:The critical business context most data scientists overlook when presenting their work [02:10]How to ensure your technical content works as hard as you do – whether presented live or shared asynchronously [04:42]The “so what” framework that instantly makes your analysis more compelling to leaders [06:57] Guest Bio Lauren Lang is the Director of Content for Uplevel and is also a Content Strategy Coach for B2B marketers. Dr Matt Hoffman is a Senior Data Analyst: Strategic Insights at Uplevel and holds a PhD in Physics from the University of Washington. Links Connect with Lauren on LinkedInConnect with Matt on LinkedIn Connect with Genevieve on LinkedInBe among the first to hear about the release of each new podcast episode by signing up HERE Read Full Transcript [00:00:00] Dr Genevieve Hayes: Hello and welcome to your value boost from value driven data science, the podcast that helps data scientists transform their technical expertise into tangible business value, career autonomy and financial reward. I’m Dr. Genevieve Hayes, and I’m here again with communications expert, Lauren Lang, director of content at Uplevel, and data analyst, Dr.[00:00:24] Matt Hoffman, product manager at Uplevel, to turbo charge your data science career in less time than it takes to run a simple query. In today’s episode, we’re going to be discussing the most important questions data scientists can ask themselves before presenting any models or analysis to maximize the business impact of their work.[00:00:47] So welcome back Lauren and Matt.[00:00:50] Lauren Lang: Thank you. Glad to be back.[00:00:52] Dr Matt Hoffman: Hello again.[00:00:53] Dr Genevieve Hayes: In the longer conversation we had in our previous episode, we did a deep dive into a project the two of you recently collaborated on at Uplevel, where you combined And that’s data insights with Lauren’s communication expertise to produce significant business results.[00:01:11] After hearing your story, it made me wish that I had had the benefit of working with communications experts in the various jobs I’ve had. Unfortunately, many of the organizations I’ve worked for didn’t even have an internal communications team, or if they did, it wasn’t in their job description to assist the data science team in crafting their message.[00:01:34] Because of that, I’ve found myself creating a mental checklist of questions that I’d ask myself before presenting my work to increase my chances of success. So what I’d like to ask each of you today is what is one essential question that data scientists Can ask before delivering a presentation to transform how their analysis lands.[00:02:04] So Lauren, as a communications expert, what would your one essential question be?[00:02:10] Lauren Lang: One essential question would be, what are the business goals or OKRs that the company is currently facing? What is the single biggest Problem or initiative that the company is rallying around right now, and the reason for that is this is the world in which your audience is living in when you are doing a presentation[00:02:37] you have to understand who you’re talking to and understand what their concerns are. And what is keeping them up at night? And what are they thinking about? And what are they prioritizing? And I think sometimes we present data, but we don’t connect it back to the actual business value that our work is bringing.[00:02:56] And I think that that’s a. Negative, not only for the business, but for us as the presenters of information, it’s not showing our value in what we are contributing to the business. So, I think the more that you can contextualize how the work that you’re doing rolls up or connects to these larger business initiatives is just really important.[00:03:18] And not only knowing that yourself, but making that very explicit, to the people that you’re communicating to do they know could be a secondary question. You asked for 1, I’m giving you 2. Do they know how relevant or important? My work is to the goals of the business. Because sometimes they don’t, sometimes when things get a little bit abstract or a little bit technical or out of the general wheelhouse of what executives understand, they may not understand what goal.[00:03:49] You are trying to roll the work up into, so I think it’s really important to just make sure that you are communicating that clearly to them, even if you are very clear about what business value you’re bringing.[00:04:01] Dr Genevieve Hayes: Yeah. From my experience, I’ve seen a lot of data scientists give a presentation, which is, Hey, look at this cool model I’ve built, but they never say, and if you use this cool model I’ve built, this will save you a hundred thousand dollars per year in this expense or whatever the key metric is. They always.[00:04:22] Forget that final step.[00:04:24] Lauren Lang: Right, and that’s the one step. You never want to drop because that’s the one that gets people really excited about what you do and helps to show your value that you’re bringing to the organization.[00:04:35] Dr Genevieve Hayes: So turning to you, Matt, from your experience as a data analyst, what would your one essential question be?[00:04:42] Dr Matt Hoffman: My question would be, what’s the life cycle of whatever artifact I’m using to present on? So I’ll give you an example. If it’s going to be a presentation that I’m going to go do, and I’m standing side by side, I can have slides that are Very minimally supported because I am the voice that’s going to be sharing the information that users need to have to understand the context of the work and all of that.[00:05:11] If that deck is going to get shared out to other people asynchronously, now it’s insufficient. It doesn’t have enough explanation. It can’t be used later. Similarly, if I write a paper. It needs to be concise enough that an executive audience could read it, skim it in a minute, and be able to get some of the takeaways.[00:05:31] So really, what is the life cycle of whatever we’re creating? Who’s going to be using it? What’s their experience? What’s their technical expertise with the subject matter? By really empathizing and understanding the scope of your entire audiences really helps you make much more impactful presentations and artifacts that can support your work.[00:05:54] Setting aside how hard the work it was to do itself. I would also add that understanding that at the very beginning of your project as you’re even building your models, building your data analyst, really understanding the business problem, the business context and your users doing that throughout really helps you make more impactful data science work as well as presented out.[00:06:19] Dr Genevieve Hayes: So basically know your audience.[00:06:21] Dr Matt Hoffman: Know your audience and know the context that matters to them. And I would extremely advise that data scientists get involved in the conversations themselves and are in the rooms where some of these decisions happen to really understand their users and their audience the best.[00:06:39] Dr Genevieve Hayes: For me, the one essential question would have to be so what, which is basically building on what both of you have just said. That’s something a former boss of mine used to always ask about my work. So, I would be the data scientist who went to him with, Hey, look at this cool model that I built.[00:06:57] And before I even got to presenting to the board or the executive, he would always say to me, Hmm, that’s really nice. So what? And so that got me into that habit of, just taking the final step and saying, So. This is a cool model and so it will save you lots and lots of money,[00:07:18] and yeah, big surprise once I started asking myself that the presentations that I was giving ended up being more successful. So, that is my one essential question so, in summary, the three questions we’ve got that every data scientist should ask before , every presentation what are the key metrics that your stakeholders are focused on Who are your stakeholders that will be reading whatever you produce from your work and so what?[00:07:52] How do you connect your work back to those key metrics for those stakeholders that you’ve identified? And sounds like if you do that, then you’re on a path to a winning, successful deliverable.[00:08:08] Lauren Lang: I like it. Yeah.[00:08:11] Dr Genevieve Hayes: Okay, so that’s a wrap for today’s value boost, but if you want more insights from Lauren and Matt, you’re in luck. We’ve got a longer episode with them where we dive deeper into their strategies for transforming complex technical findings into compelling business narratives. And it’s packed with no nonsense advice for turning your data skills into serious cloud cash and career freedom.[00:08:38] You can find it now wherever you found this episode or on your favorite podcast platform. Thanks for joining me again, Lauren and Matt.[00:08:48] Lauren Lang: Thank you so much.[00:08:49] Dr Matt Hoffman: Thanks for having us.[00:08:50] Dr Genevieve Hayes: And for those in the audience, thanks for listening. I’m Dr. Genevieve Hayes, and this has been Value Driven Data Science. The post Episode 57: [Value Boost] 3 Game-Changing Questions to Save Your Data Science Presentations From Falling Flat first appeared on Genevieve Hayes Consulting and is written by Dr Genevieve Hayes.

In this episode, we speak with Ben LaMorte, a leading expert in helping businesses define their most critical objectives and achieve measurable results. As the founder of OKRs.com in 2014, Ben has personally guided over 100 organizations, including industry giants like eBay, Adobe, and Capital One, in successfully implementing Objectives and Key Results (OKRs). Join us as Ben shares his journey into the world of OKRs and provides a clear definition of this powerful goal-setting framework. He elaborates on how OKRs help teams stay focused on their ultimate destination and offers practical examples tailored for project leaders. We'll also explore the fascinating science and human biology that underpin the effectiveness of OKRs and uncover the telltale signs that indicate a team could benefit from this approach. Ben also sheds light on common pitfalls leaders face when defining OKRs and shares invaluable lessons learned from real-world examples of projects that initially struggled with OKR implementation but ultimately found success. Tune in for actionable insights and expert guidance on leveraging OKRs to drive progress and achieve your most important goals. Contact Ben via his website. Thanks for listening to the Project Management Paradise Podcast. Don't forget to subscribe, rate, and review our podcast on your favorite platform. Stay tuned for more episodes where we bring you the latest insights from industry leaders. Bonus Access a complimentary guidebook, Empowering Strategy Realization Using OKRs, at corasystems.com/okrguide

CMO at WorkBoard, David Chase, delves into Effective leadership in marketing organizations. As companies strive to hit their goals every quarter, it has become increasingly important that clear communication flows from the top of the ladder to every department. Today, David discusses how to effectively communicate OKRs within a marketing organization, as well as the relationship/distinction between OKRs and KPIs.Connect With: David Chase: Website // LinkedInThe MarTech Podcast: Email // LinkedIn // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CMO at WorkBoard, David Chase, delves into Effective leadership in marketing organizations. As companies strive to hit their goals every quarter, it has become increasingly important that clear communication flows from the top of the ladder to every department. Today, David discusses how to effectively communicate OKRs within a marketing organization, as well as the relationship/distinction between OKRs and KPIs.Connect With: David Chase: Website // LinkedInThe MarTech Podcast: Email // LinkedIn // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CMO at WorkBoard, David Chase, delves into the right GTM for your company's size and audience, detailing the importance of alignment between every department of an organization in order for OKRs to be properly executed. Today, David discusses how to match the right go-to-market with a company's size, audience, and objectives, highlighting the role of Workboard in achieving these goals. Connect With: David Chase: Website // LinkedInThe MarTech Podcast: Email // LinkedIn // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CMO at WorkBoard, David Chase, delves into the right GTM for your company's size and audience, detailing the importance of alignment between every department of an organization in order for OKRs to be properly executed. Today, David discusses how to match the right go-to-market with a company's size, audience, and objectives, highlighting the role of Workboard in achieving these goals. Connect With: David Chase: Website // LinkedInThe MarTech Podcast: Email // LinkedIn // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

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

In this episode, Dashlane's David Lapter, a five-time CFO, joins CJ to discuss the challenges of steering high-growth companies. He breaks down the common blind spots that CFOs face, why many double down on their strengths and avoid their weaknesses, and how the Eisenhower Matrix helped him tackle his own gaps. David also gives his take on competitors and his philosophy of differentiating your org from theirs without demonizing them, as well as how they can be used for motivation. David shares insights on building high-functioning teams, when teams should move from overlapping responsibilities to more defined roles, how to simplify your OKRs to be more effective, and the nature of the ideal HR-CFO relationship. This episode is packed with valuable takeaways for finance leaders navigating the complexities of high-growth environments.If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.—SPONSORS:Vanta's trust management platform takes the manual work out of your security and compliance process and replaces it with continuous automation. Over 9000 businesses use it to automate compliance needs across over 35 frameworks like SOC 2 and ISO 27001. Centralize security workflows, complete questionnaires up to five times faster, and proactively manage vendor risk. For a limited time, get $1,000 off of Vanta at vanta.com/metrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. It doesn't just show you where the problems are—it helps you solve them. From spotting hidden optimization opportunities, like duplicative spend, to automating those painful procurement workflows, to giving you the best market data that turns every vendor negotiation in your favor. Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn howNetSuite provides financial software for all your business needs. More than 40,000 companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅, head to NetSuite https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.RightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. Whether it's multi-element arrangements, subscription renewals, or complex usage-based contracts, RightRev takes care of it all. That means fewer spreadsheets, fewer errors, and more time for your team to focus on growth. For modern revenue recognition simplified, visit rightrev.com and schedule a demo.Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Brex makes it easy to control spend before it happens, automate annoying tasks, and optimize your finances. Find out how Brex can help you make every dollar count at brex.com/metrics.—FOLLOW US ON X:@cjgustafson222 (CJ)—TIMESTAMPS:(00:00) Preview and Intro(01:52) Sponsor – Vanta | Tropic | Netsuite(06:18) Identifying Blind Spots(10:44) Hiring to Fill Your Blind Spots(14:21) The Eisenhower Matrix and Prioritising Your Blind Spots(17:15) Sponsor – RightRev | Planful | Brex(20:58) The Traps of Execution Mode Syndrome(26:37) David's Philosophy on Speaking About Competitors(31:09) Tips for Communicating How You're Differentiated(33:02) How Competitors Can Motivate Teams(39:46) When to Move from Overlapping Responsibilities to More Defined Roles(46:50) Simplifying OKRs(52:16) The Urge to Copy the Goal Setting of Other Companies(54:56) Should HR Report to the CFO?(57:57) Long-Ass Lightning Round: A VAT Mistake(01:00:21) Advice to Younger Self(01:03:32) Finance Software Stack(01:06:14) Craziest Expense Story Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Join us for an insightful episode where we explore the digital transformation journey at Vanguard with Marco De Freitas, Chief Product Officer for Vanguard's Personal Investor Business, and Amber Brestowski, Chief Product Officer for the Retirement Business.Discover how Vanguard is modernizing client journeys, enhancing products, and building platforms that promise superior investment experiences. Marco and Amber share their strategies for leveraging AI and behavioral science to redefine client interactions, all while maintaining a strong focus on customer outcomes and innovation.Whether you're interested in digital transformation, product management, or financial services innovation, this episode is packed with practical insights that you won't want to miss. Want to learn how Vanguard is leading the charge in transforming financial services? Tune in for the full episode.You'll hear us talk about:10:32 - Aligning Strategy with Product ExecutionAmber discusses the importance of aligning product strategy with business goals at Vanguard. She emphasizes setting the right incentives and problems for product teams to solve, ensuring they focus on creating superior client experiences that drive competitive advantage.22:56 - Experimentation in Client ModernizationAmber shares how Vanguard uses a North Star approach with key OKRs to drive outcomes. She outlines strategies for engaging clients and improving retirement readiness through behavioral finance and agile experimentation.35:05 - Balancing Innovation and OptimizationMarco talks about Vanguard's approach to innovation, stressing the importance of client-centricity and empowering teams to innovate. He explains how a portfolio approach allows for both incremental improvements and moonshot projects, fostering a culture of continuous development.Episode Resources:Amber on LinkedIn: https://www.linkedin.com/in/amber-brestowski-019b56ab/Marco on LinkedIn: https://www.linkedin.com/in/marco-de-freitas-80416714/Vanguard website: https://investor.vanguard.com/Timestamps:00:00 Coming Up01:05 Intro09:10 Amber's Career Journey12:11 Marco's career journey18:06 Modernizing Client Experience22:56 Experimentation in Client Modernization31:04 Aligning Business Strategy with Product Execution37:43 Behavioral Science in Digital Experiences46:50 Tackling Digital-First Transformation Challenges49:58 Closing reflections

Keith Coleman, the VP of product at Twitter/X, and Jay Baxter, the founding ML engineer, are the minds behind Community Notes. Here they reveal how a small, scrappy team built the most trusted crowdsourced information system on the internet—one that's changing the way we understand truth online. What you'll learn:1. How Community Notes actually works—a deep dive into the groundbreaking algorithm that rewards “bridging agreement” instead of majority rule2. The seemingly crazy yet brilliant way this idea survived multiple CEO changes—from Jack to Parag to Elon3. How this project started with a dumpster fire GIF (literally)—the untold backstory of its early launch4. The secret to running ultra-fast, high-impact product teams—no OKRs, no Jira; just one Google Doc5. What Meta's adoption of Community Notes means for the future of online (mis)information—why this open source system is becoming the industry standard—Brought to you by:• WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUs• Productboard—Make products that matter• Wix Studio—The web creation platform built for agencies—Find the transcript at: https://www.lennysnewsletter.com/p/how-x-built-the-best-fact-checking-system-on-the-internet—Where to find Keith Coleman:• X: https://x.com/kcoleman• LinkedIn: https://www.linkedin.com/in/keith-coleman-19b12b46/—Where to find Jay Baxter:• X: https://x.com/_jaybaxter_• LinkedIn: https://www.linkedin.com/in/jaybaxter/• Website: http://jaybaxter.net/—In this episode, we cover:(00:00) Introduction to Community Notes(06:56) How the “bridging-based” algorithm works(13:33) The impact and scale of Community Notes(17:24) Understanding the note publishing threshold(21:32) Challenges and philosophies(26:26) The effect of notes on re-sharing content(29:41) Origin story(35:46) Embracing small teams for big impact(40:23) The thermal project approach(47:47) Algorithm development and internal competitions(50:34) An inside look at how the team operates(58:56) Working with Elon(01:05:30) Launching Birdwatch(01:10:48) The core principles behind Community Notes(01:26:15) Anonymity and pseudonymity in contributions(01:32:17) Sustaining the project through leadership changes(01:37:57) Future directions for Community Notes(01:42:12) Final thoughts and optimism for the future—Referenced:• Community Notes on X: https://x.com/CommunityNotes• Sign up to be a Community Notes contributor: https://communitynotes.x.com/guide/en/contributing/signing-up• The Making of Community Notes: https://asteriskmag.com/issues/08/the-making-of-community-notes• “Readers added a Community Note to this Tweet”: https://x.com/HelpfulNotes/status/1718103364792205704• Note-ranking algorithm: https://communitynotes.x.com/guide/en/under-the-hood/ranking-notes#matrix-factorization• Study: Community Notes on X could be key to curbing misinformation: https://giesbusiness.illinois.edu/news/2024/11/18/study--community-notes-on-x-could-be-key-to-curbing-misinformation• Study Finds X's (Formerly Twitter's) Community Notes Provide Accurate, Credible Answers to Vaccine Misinformation: https://qi.ucsd.edu/study-finds-xs-formerly-twitters-community-notes-provide-accurate-credible-answers-to-vaccine-misinformation/• Did the Roll-Out of Community Notes Reduce Engagement with Misinformation on X/Twitter?: https://dl.acm.org/doi/10.1145/3686967• Kayvon Beykpour on LinkedIn: https://www.linkedin.com/in/kayvz/• Jack Dorsey on X: https://x.com/jack• “Birdwatch gives me the creeps” tweet: https://x.com/elonmusk/status/1589454464611540992• Blake Scholl on LinkedIn: https://www.linkedin.com/in/blakescholl/• Creating Truthtelling Incentives with the Bayesian Truth Serum: https://www.eecs.harvard.edu/cs286r/courses/fall12/papers/DW08.pdf• Asana: https://asana.com/• Spaces: https://blog.x.com/en_us/topics/product/2021/spaces-is-here• Amazon MTurk: https://www.mturk.com/• Community notes on GitHub: https://github.com/twitter/communitynotes• What do I think about Community Notes?: https://vitalik.eth.limo/general/2023/08/16/communitynotes.html• X's community-led approach: tackling inaccurate and misleading information: https://blog.x.com/en_us/topics/company/2023/xs-community-led-approach-tackling-inaccurate-and-misleading-information• Linda Yaccarino on LinkedIn: https://www.linkedin.com/in/lindayaccarino/• Messi-Ronaldo rivalry: https://en.wikipedia.org/wiki/Messi%E2%80%93Ronaldo_rivalry• Supernotes paper: https://arxiv.org/pdf/2411.06116v1—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. Get full access to Lenny's Newsletter at www.lennysnewsletter.com/subscribe

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

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

Join Michael Krigsman on CXOTalk as leading CIO advisors Tim Crawford and Isaac Sacolick unpack actionable strategies for Chief Information Officers to thrive in the AI era. This episode dives into critical challenges and opportunities, offering insights on:Governance & Data Strategy: Prioritize robust AI governance frameworks and invest in clean, scalable data to drive reliable innovation. Sacolick stresses early integration of compliance and ethics, while Crawford underscores the need for a holistic data strategy to avoid “garbage in, garbage out” pitfalls.Change Management: Proactively educate teams and collaborate with HR (CHRO) to secure training budgets, empowering employees to adapt as AI reshapes workflows in IT, sales, and customer support.Innovation vs. Efficiency: Focus on AI initiatives that transform business models and customer experiences—not just productivity gains. Align pilots with clear OKRs, balancing agility with measurable outcomes to escape “pilot purgatory.”Collaboration & Risk Mitigation: Engage legal and audit teams early, building cross-functional councils to navigate regulatory demands and ethical AI use.Cultural Shifts: Embrace automation and upskilling, balancing Shadow IT's creativity with security guardrails to fast-track innovation responsibly.This discussion is perfect for IT leaders navigating digital transformation and equips CIOs to harness AI's disruptive potential. Like, subscribe, and share your questions in the comments to join the conversation shaping the future of enterprise AI!

00:00 Intro00:45 Agile data and AI02:45 Optimizing flow with AI04:28 Tracking blocked work05:15 Language translation06:50 AI impact on software development14:53 OKRs, Monte Carlos, and AI tools19:45 Agile is dead?23:00 Agile isn't dead27:00 Product operating model and AI30:20 Future-proof your employment36:10 Troy's tools39:10 OutroTroyheycasey.iollmasaservice.iofocusedobjective.com----------------------------------------------------------------Connect with us at the following places:Wisconsin AgilityTraining: https://wisconsinagility.com/trainingAdvising: https://wisconsinagility.com/advisingJeff BubolzJeff Bubolz LinkedIn: https://www.linkedin.com/in/jeffbubolz/Jeff Bubolz X: https://x.com/JeffBubolz Chad BeierChad Beier LinkedIn: https://www.linkedin.com/in/chadbeier/Agile Songs YouTube: https://www.youtube.com/@agilesongsAgile Songs Shorts: https://www.youtube.com/@agilesongs/shortsAgile Songs X: https://x.com/AgileSongsThe Agile WireWeb: https://theagilewire.comSpotify: https://open.spotify.com/show/0YKEHJtcJXZ55ohsUOvklI Apple Podcasts: https://podcasts.apple.com/us/podcast/the-agile-wire/id1455057621 Agile Wire Clips: https://www.youtube.com/playlist?list=PLLl0ryedF7y7HWTsbur4ysdpUcY7tniSGAgile Wire X: https://x.com/AgileWire Make sure you subscribe to the channel!#Scrum #Agile #ProfessionalScrum #Kanban #BusinessAgility

In this miniseries, we're exploring Depthfinding—an easy-to-grasp framework designed to help leaders and teams solve their gnarliest cross-functional challenges. This week, Rodney and Sam dive into the Sunshine Zone—the highly visible work of organizations, from strategy decks and OKRs to mission statements and financial targets. While these elements are easy to track and refine, spending too much time in the Sunshine Zone often leads to performative goal setting, misaligned priorities, and a disconnect from the deeper work that actually drives change. Leaders who want real progress—not just a well-polished plan—need to balance the visible with the essential. Cultivating adaptability, feedback loops, and space for creative, cross-functional work is the key to moving beyond surface-level success. Download the Depthfinding guide to get the template and examples of how to use it. Want to learn more about Depthfinding? Head here: theready.com/depthfinding -------------------------------- Want future of work insights and experiments you can try delivered to your inbox? Sign up here. Follow us on your favorite platforms for more org design nerdery: LinkedIn Instagram -------------------------------- Mentioned references: EBITDA ACT Matrix "womperjawed" "90% of executives failing to reach strategic goals" operating rhythm: BNW Ep. 118 Deming quote "Bach suite" SMART goals This episode's theme music is Yaggadang by BG & Coyote Radio. Sound engineering and design by Taylor Marvin of Coupe Studios.

Brian Tolkin is the Head of Product @ Opendoor where he has spent the last 6 years and is responsible for product strategy and product and design teams. Before Opendoor, Brian spent an incredible 5 years at Uber through their wildest growth periods. In Today's Episode with Brian Tolkin: 03:53 Brian's Journey at Uber: Launching China Pool 05:07 Product Lessons from Uber's China Launch 08:22 The Role of a PM in a Pre vs. Post AI World 10:16 Product Development Process in an AI World 17:43 The Importance of Simplification in Product Management 19:21 OKRs and Prioritization in Product Management 23:12 The Importance of Feedback Loops in Product Development 23:38 Evaluating Product Changes: User Adaptation vs. Bad Decisions 25:00 Balancing Gut Instinct and Data in Product Leadership 25:38 The Role of Simplicity in Product Design 27:02 Consensus vs. Dictatorial Product Leadership 27:54 Hiring for the Best Product Teams 31:33 How to do Effective Sprint Management 38:39 Quickfire Round: Insights and Advice      

Chrissy Fleming: From Tasks to Outcomes, An Agile Cultural Transformation Story 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. Chrissy shares her experience transforming a sales-led organization from task orientation to outcome focus. By partnering with the head of tech and implementing OKRs, they created meaningful conversations about team goals and progress. Through initiatives like Demo Days and the creation of team "houses," they successfully shifted the organizational culture while ensuring teams felt ownership of their future. Self-reflection Question: How can you create meaningful opportunities for your teams to shape their own identity and future? [The Scrum Master Toolbox Podcast Recommends]

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

Today's agenda:  Did we date? Cringe corporate speak: big rocks (or BHG's) Hot topic: all things effective goal setting in and out of the workplace What are our goals and how do we set them? Goals can be dependant on the role in an organization Best practises for recording and keeping goals Evolving, changing course, and reaching goals in small increments Encouraging professional development goals is a green flag Taking time to celebrate achievements Jamie and Josh's *spicy* goal for 2025 Questions/Comments  Your To-Do List: Grab merch, submit Questions & Comments, and make sure that you're the first to know about our In-Person Meetings (events!) at https://www.hrbesties.com. Follow your Besties across the socials and check out our resumes here: https://www.hrbesties.com/about.  Subscribe to the HR Besties Newsletter - https://hr-besties.beehiiv.com/subscribe We look forward to seeing you in our next meeting - don't worry, we'll have a hard stop! Yours in Business + Bullsh*t,  Leigh, Jamie & Ashley Follow Bestie Leigh! https://www.tiktok.com/@hrmanifesto https://www.instagram.com/hrmanifesto https://www.hrmanifesto.com Follow Bestie Ashley! https://www.tiktok.com/@managermethod  https://www.instagram.com/managermethod https://www.linkedin.com/in/ashleyherd/ https://managermethod.com Follow Bestie Jamie! https://www.millennialmisery.com/ Humorous Resources: Instagram • YouTube • Threads • Facebook • X Millennial Misery: Instagram • Threads • Facebook • X Horrendous HR: Instagram • Threads • Facebook Tune in to “HR Besties,” a business, work and management podcast hosted by Leigh Elena Henderson (HRManifesto), Ashley Herd (ManagerMethod) and Jamie Jackson (Humorous_Resources), where we navigate the labyrinth of corporate culture, from cringe corporate speak to toxic leadership. Whether you're in Human Resources or not, corporate or small business, we offer sneak peeks into surviving work, hiring strategies, and making the employee experience better for all. Tune in for real talk on employee engagement, green flags in the workplace, and how to turn red flags into real change. Don't miss our chats about leadership, career coaching, and takes from work travel and watercooler gossip. Get new episodes every Wednesday, follow us on socials for the latest updates, and join us at our virtual happy hours to share your HR stories. Learn more about your ad choices. Visit podcastchoices.com/adchoices