Podcasts about Planview

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Best podcasts about Planview

Latest podcast episodes about Planview

IBS Intelligence Podcasts
EP877: Banking in the Fast Lane—Why Regulation is a Guardrail, Not a Roadblock

IBS Intelligence Podcasts

Play Episode Listen Later May 30, 2025 20:52


Shalini Sankarshana, MD, PlanviewIndia's banking sector is sprinting through a marathon of digital disruption—and the smartest players are using regulation not as a roadblock, but as guardrails for innovation. In this episode, Shalini Sankarshana, Managing Director at Planview®—an expert in Strategic Portfolio Management and Digital Product Development—tells Gloria Methri of IBS Intelligence why banks like Axis and SBI are racing ahead, how speed and security must go hand in hand, and why the future belongs to those who collaborate, not compete. 

AWS for Software Companies Podcast
Ep083: Navigating the AWS Bedrock Journey: Planview's AI Evolution

AWS for Software Companies Podcast

Play Episode Listen Later Mar 13, 2025 32:24


Richard Sonnenblick and Lee Rehwinkel of Planview discuss their transition to Amazon Bedrock for a multi-agent AI system while sharing valuable implementation and user experience lessons.Topics Include:Introduction to Planview's 18-month journey creating an AI co-pilot.Planview builds solutions for strategic portfolio and agile planning.5,000+ companies with millions of users leverage Planview solutions.Co-pilot vision: AI assistant sidebar across multiple applications.RAG used to ingest customer success center documents.Tracking product data, screens, charts, and tables.Incorporating industry best practices and methodologies.Can ingest customer-specific documents to understand company terminology.Key benefit: Making every user a power user.Key benefit: Saving time on tedious and redundant tasks.Key benefit: De-risking initiatives through early risk identification.Cost challenges: GPT-4 initially cost $60 per million tokens.Cost now only $1.20 per million tokens.Market evolution: AI features becoming table stakes.Performance rubrics created for different personas and applications.Multi-agent architecture provides technical and organizational scalability.Initial implementation used Azure and GPT-4 models.Migration to AWS Bedrock brought model choice benefits.Bedrock allowed optimization across cost, benchmarking, and speed dimensions.Added AWS guardrails and knowledge base capabilities.Lesson #1: Users hate typing; provide clickable options.Lesson #2: Users don't like waiting; optimize for speed.Lesson #3: Users take time to trust AI; provide auditable answers.Question about role-based access control and permissions.Co-pilot uses user authentication to access application data.Question about subscription pricing for AI features.Need to educate customers about AI's value proposition.Question about reasoning modes and timing expectations.Showing users the work process makes waiting more tolerable.Participants:Richard Sonnenblick - Chief Data Scientist, PlanviewLee Rehwinkel – Principal Data Scientist, PlanviewSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon/isv/

The CEO Sessions
Conquer the Merger - CEO Planview, Razat Gaurav

The CEO Sessions

Play Episode Listen Later Mar 12, 2025 37:46 Transcription Available


Razat Gaurav, CEO of Planview, shares his experience leading a company formed by merging three competing entities.Imagine the challenge of uniting three rival companies with distinct cultures and values into a cohesive team. This is the situation he faced when he took the helm at Planview. You'll learn the powerful strategy he used to build trust, establish a shared vision, and align incentives among the team. You'll Also Discover:Why Culture Matters A Step to Visionary Leadership The Surprising Way to Resolve Conflict => Have you ever experienced a merger or acquisition? ----Follow Razat on Linkedin: https://www.linkedin.com/in/razatgaurav/Learn more about Planview: https://www.planview.com-----Connect with the Host, #1 bestselling author Ben FanningSpeaking and Training inquiresSubscribe to my Youtube channelLinkedInInstagramTwitter

PMO Strategies
286: Transform Your Team Dynamics with Servant Leadership as a Service with Erik Rueter

PMO Strategies

Play Episode Listen Later Dec 15, 2024 31:10


Welcome to the PMO Strategies Podcast + Blog, where PMO leaders become IMPACT Drivers! PMI Talent Triangle: Power Skills Curious about how combining empathy and tech-inspired tools can elevate your leadership style? This week on the PMO Strategies Podcast, I'm joined by Erik Rueter to explore Servant Leadership as a Service—an innovative approach to leadership that empowers you to treat team members as your most important customers.  

AWS for Software Companies Podcast
Ep065: Delivering Exceptional Customer Experiences Through Innovation with RingCentral and Planview

AWS for Software Companies Podcast

Play Episode Listen Later Nov 26, 2024 24:23


Register here for AWS re:Invent 2024, Dec 2-6, Las Vegas, NV-------Richard Borstein of RingCentral and Richard Sonnenblick of Planview discuss how AI-driven innovations enhance customer and employee experiences, and unlock organizational growth through cutting-edge tools and strategies.Topics Include:Importance of integrated communication tools for businesses.Challenges caused by disconnected communication platforms.Role of data in enhancing business operations.How RingCentral addresses communication and data integration issues.Benefits of real-time conversational intelligence in organizations.Leveraging AI to transform communication into actionable insights.Unlocking customer and employee voices through AI.How AI identifies patterns in customer interactions.Overview of RingSense for Sales AI tool.Real-world success story with RingSense for Sales.Streamlining customer interactions using AI-powered analysis.Enhancing employee productivity with AI-driven tools.AI solutions for faster, accurate information searches.Overview of RingCentral's Ring CX contact center solution.Improving customer satisfaction through AI-powered call analysis.Case study: Success with Ring CX at Worldwide Express.Features and benefits of RingCentral Events platform.Integrating event tech with existing customer workflows.Personalizing events with branding and engagement tools.PlanView's use of AWS to drive innovation.Solving governance challenges with PlanView's solutions.How generative AI accelerates productivity and decision-making.Making every user a power user with AI.Practical examples of generative AI in project management.Unlocking growth with next-gen AI-driven business tools.Participants:Richard Bornstein - Chief Business Development Officer, RingCentralRichard Sonnenblick Ph.D – Chief Data Scientist, PlanviewSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon/isv/

PMO Strategies
283: The Ambidextrous Project Manager with Mark Burnett

PMO Strategies

Play Episode Listen Later Nov 24, 2024 30:00


Welcome to the PMO Strategies Podcast + Blog, where PMO leaders become IMPACT Drivers! PMI Talent Triangle: Power Skills Imagine switching seamlessly between your creative and analytical skills to tackle complex projects. This is the essence of ambidextrous project management, a powerful mindset that can help you thrive in today's challenging environments.   In this week's podcast episode, I chat with Mark Burnett, author of The Ambidextrous Project Manager. Mark shares strategies to help you balance flexibility with structure, navigate complex projects, and empower your teams. He also shares his personal story of resilience, overcoming adversity, and how ambidextrous thinking helped him drive results across 19+ countries.  

Scrum.org Community
Shifting to Product: Insights on Organizational Transformation and Reflecting on Project to Product Event with Mik Kersten

Scrum.org Community

Play Episode Listen Later Nov 7, 2024 42:12 Transcription Available


In this episode of the Scrum.org Community Podcast, Mik Kersten, CTO at Planview, returns to chat with Dave about the movement from project-centric to product-driven models, reflecting on the recent Project to Product event where they both spoke. Together, they explore how pragmatic organizations are embracing product operating models, underscoring the need for executive sponsorship, business alignment, and visibility into flow metrics. Kersten shares valuable lessons from Vanguard's success, the challenges of technical debt, and the importance of infrastructure for sustained transformation. Tune in to learn why Mik and Dave are optimistic about the future of product-based models, especially with agile and DevOps practices setting the foundation for success.

Scrum.org Community
Moving to a Product Centric Approach: Insights from Mik Kersten and Dave West

Scrum.org Community

Play Episode Listen Later Sep 26, 2024 32:47 Transcription Available


In this episode, Dave West, our host and  Mik Kersten, CTO at Planview and author of Project to Product discuss the critical shift from project-oriented to product-centric organizations. Mik highlights the disconnect between traditional project-based models and Agile principles, sharing insights from a recent survey. Dave and Mik explore key factors for a successful transition to a product focus, including aligning business and technology planning, managing a portfolio of products, and more. Mik also emphasizes the importance of redesigning quarterly business reviews (QBRs) to link business outcomes with Agile planning. Tune in to learn more and get a sneak peek into the upcoming Project to Product Summit coming up October, where these topics will be further explored by Mik, Dave and many other exciting speakers!Learn more about the Project to Product Summit virtual event.Learn more about the Project to Product Summit Executive Experience live event in New York.

Track Changes
Project to Product: With Dr. Mik Kersten

Track Changes

Play Episode Listen Later Sep 17, 2024 36:56


Mik Kersten on transforming value streams with the flow framework What's the best way to connect strategy to delivery? Dr. Mik Kersten wrote the book on it. This week Clinton is joined by Dr. Mik Kersten, the CTO at Planview and author of Project to Product, and Keith Buehlman, Senior Director of Business Value Acceleration at Launch by NTT DATA, to discuss how teams can move from project thinking to product thinking. Dr. Mik explains what separates product based versus project based thinking and shares the 3 epiphanies he had when researching how to make teams more effective and how to reduce bottlenecks. Links: Project to Product: How to Survive and Thrive in the Age of Digital Disruption with the Flow FrameworkPlanview See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What the Dev?
273: Developing software-defined vehicles (with Planview's Cameron van Orman)

What the Dev?

Play Episode Listen Later Aug 13, 2024 18:33


In this episode, we interview Cameron van Orman, chief strategy & marketing officer and GM of Automotive Solutions at Planview. He has a lot of insight into software-defined vehicles and what goes into making them, and offers thoughts on: How automakers are adapting to merge digital experiences into their carsEnsuring predictability and visibility into the software supply chain of vehiclesWhat goes into making sure these complex software systems don't fail in any capacitySubscription services driving up the total cost of ownership for car ownersTechnical debt at auto manufacturers

Building Elite Sales Teams
Transforming Feedback into Fuel for Sales Success

Building Elite Sales Teams

Play Episode Listen Later May 3, 2024 30:50 Transcription Available


SummaryLucas Price hosts Dana Smith, Vice President of Sales at PlanView, to explore the crucial aspects of building elite sales teams, focusing on cultivating a culture that welcomes unfiltered feedback. Smith shares his journey from entry-level positions to leadership roles across the IT and telecom industries, emphasizing the importance of experiencing and providing candid feedback for team development. He discusses the significance of being intentional in leadership, fostering diversity within teams, and the balance between emotional intelligence and result-oriented feedback. Take Aways A culture of unfiltered feedback is crucial for high-performing teams, demanding genuine care and openness from leadership.Building diversity within teams leads to richer dialogues and a broader spectrum of perspectives, driving informed decision-making.Emotional intelligence is a learned trait in successful management, advocating for a disciplined, consistent approach to leadership.It's valuable to hire the right people from the start and to act decisively when alignment falters, avoiding the cost of "watering weeds."Leaders should model the consistency they expect from their team, maintaining fixed schedules for one-on-ones and other important meetings.Learn More: https://www.yardstick.team/Connect with Lucas Price: linkedin.com/in/lucasprice1Connect with Dr. Jim: linkedin.com/in/drjimkConnect with Dana Smith: linkedin.com/in/danasmithsrMentioned in this episode:BEST Outro

Zinnov Podcast - Business Resilience Series
Woman In the Mirror w/ Shalini Sankarshana, Planview; Snigdha Ghosh Ray, Diebold Nixdorf; Oindrila Majumdar, TIAA Global Capabilities

Zinnov Podcast - Business Resilience Series

Play Episode Listen Later May 1, 2024 33:39


Three powerhouse women leaders. Three different stories. Many reflections. The latest podcast series from Zinnov's stable, "Women in the Mirror," takes you through the lives of women who have ascended to leadership roles. It explores their journeys juggling work, family, and everything in between. We have come a long way from fighting for 'a room of one's own,' being the only woman in the boardroom, to now witnessing a rise of women in leadership roles. But what drives the women who made it to the top? What does it take to be a successful woman leader? Is it a matter of mindset, a strong support system, or plain perseverance? In the premiere episode, Zinnov's CMO Nitika Goel chats with Shalini Sankarshana, Managing Director, India, Planview, Snigdha Ghosh Ray, VP, Payments & India Software Hub, Diebold Nixdorf, and Oindrila Majumdar, EVP & CEO, TIAA Global Capabilities. No topic is off-limits as these guests share invaluable insights into persevering through adversity, strategically taking calculated risks, seeking support networks, swerving career paths, and overcoming self-doubt. An unfiltered look into the multifaceted experiences that define successful women in leadership roles today.

Tech Disruptors
Planview CEO on the Digital-Transformation Wave

Tech Disruptors

Play Episode Listen Later Apr 2, 2024 47:54


Digital transformation, the cloud transition and AI adoption are top-of-mind themes for businesses of all sizes. In this edition of Bloomberg Intelligence's Tech Disruptors podcast, Planview CEO Razat Gaurav joins Sunil Rajgopal, BI's senior software analyst, to discuss the state of enterprise digital transformation, the importance of a strong data foundation and the dilemma of seat-based pricing models for software-as-a-service businesses. They also talk about the company's AI-led product initiatives, a road for future investment and the competition landscape.

Tech Lead Journal
#156 - Making Work Visible: Exposing Time Theft to Optimize Work & Flow - Dominica DeGrandis

Tech Lead Journal

Play Episode Listen Later Nov 27, 2023 59:53


“The five thieves of time are: too much work in progress, conflicting priorities, unplanned work, unknown dependencies, and neglected work." Dominica DeGrandis is the author of “Making Work Visible”. In this episode, we discussed how we can optimize our workflow and reclaim control of our work and time. Dominica unveiled the concept of the five thieves of time that rob us of our productivity, that includes too much work-in-progress (WIP), conflicting priorities, unplanned work, unknown dependencies, and neglected work. She also shared actionable practices and tips on dealing with each of these thieves. Towards the end, Dominica emphasized the importance of bringing visibility to and measuring the flow of what leadership and customers care about - the delivery of customer value—big picture items that span end-to-end value streams.   Listen out for: Career Journey - [00:03:47] Making Work Visible & Five Thieves of Time - [00:08:45] Thief: Too Much WIP - [00:15:31] WIP is a Leading Indicator - [00:18:33] Thief: Unplanned Work - [00:20:45] Making Sense of WIP - [00:23:04] Thief: Conflicting Priorities - [00:24:38] Thief: Unknown Dependencies - [00:29:17] Managing Dependencies - [00:32:53] Thief: Neglected Work - [00:36:40] Make Organization Work Visible - [00:41:21] Measuring Flow - [00:50:19] 3 Tech Lead Wisdom - [00:55:11] _____ Dominica DeGrandis's BioA huge fan of using visual cues to inspire change, Dominica DeGrandis, author of Making Work Visible - Exposing Time Theft to Optimize Work & Flow, and Principal Flow Advisor at Planview, helps organizations make work visible to improve workflow. Obsessed with useful metrics & influencing change, Dominica advises customers on flow metrics, value stream management and how to effect change. Follow Dominica: LinkedIn – linkedin.com/in/dominicadeg Website – ddegrandis.com/ _____ Our Sponsors Are you looking for a new cool swag? Tech Lead Journal now offers you some swags that you can purchase online. These swags are printed on-demand based on your preference, and will be delivered safely to you all over the world where shipping is available. Check out all the cool swags available by visiting techleadjournal.dev/shop. And don't forget to brag yourself once you receive any of those swags. Like this episode? Show notes & transcript: techleadjournal.dev/episodes/156 Follow @techleadjournal on LinkedIn, Twitter, and Instagram. Buy me a coffee or become a patron.

Veterinary Financial Podcast
035 Virtual Vet Financial Summit Preview 2023

Veterinary Financial Podcast

Play Episode Listen Later Sep 12, 2023 20:16


In this BONUS episode of the Veterinary Financial Podcast, we discuss the upcoming Virtual Veterinary Financial Summit. Happening on September 30 - October 1, the Summit is a virtual event that brings veterinary professionals together to learn about personal finance and practice management. We aim to empower attendees with the knowledge to make better financial decisions.- What is the Virtual Veterinary Financial Summit?- What's on the Agenda this year?- Designing your financial planView the Agenda: https://vetfinancialsummit.com/summit/Get Your Ticket: https://vetfinancialsummit.ticketspice.com/vfs2023Ways to connect with Veterinary Financial Summit: https://VetFinancialSummit.comInstagram: @vetfinancialsummitFacebook: https://www.facebook.com/VetFinancialSummitLinkedIn: https://www.linkedin.com/company/vetfinancialsummitEmail: Leadership@VetFinancialSummit.com

Global Product Management Talk
447: Better product portfolio management

Global Product Management Talk

Play Episode Listen Later Jul 25, 2023 36:00


Global Product Management Talk is pleased to bring you the next episode of... Product Mastery Now with host Chad McAllister, PhD. The podcast is all about helping people involved in innovation and managing products become more successful, grow their careers, and STANDOUT from their peers. About the Episode:  Today we are talking about portfolio management—creating a portfolio, adjusting it, selecting projects for it, and managing innovation. Our guest is Gareth Bradley, Director of Product Management at Planview. Planview is a leading provider of product portfolio management solutions. Previous to Planview, Gareth held Product VP roles and managed innovation portfolios.

What's Your Baseline? Enterprise Architecture & Business Process Management Demystified

We have spoken about Process Mining and data-driven decision making quite a lot on this podcast. But does it stop with mining processes? I think the next step is growing this field of data analysis to "Enterprise Mining" where the same idea will be applied to apps, data, orgs, risks, etc. And the idea is the same - get a factual basis from system records and then augment it with human information and interpretation. Our guest this week is Mark McGregor, a former Research Director at leading IT industry analysis firm Gartner, Mark has an extensive background in enterprise architecture, business process management, process modeling, process mining, and change management. He has held executive positions with several technology companies. Since retiring from Gartner, he has worked with clients such as Changepoint, Erwin, Mega, Planview, LeanIX, Signavio, ABBYY, Workpath, Axellience and iGrafx. Currently he serves as a Head of Product Marketing & Strategy at Apromore, while also providing advice to investors and management consultancies on these specialist markets. Mark has authored or co-authored four books on business and process management, including “Thrive! How to Succeed in the Age of the Customer” and “In Search of BPM Excellence” and “People-Centric Process Management”. Widely respected for his knowledge and views on business change, he is the creator of "Next Practice" and has been described as a “BPM Guru," a "Thought Leader" and a "Master of Mindset”. Mark spent much of the last twenty five years traveling the world, learning, teaching, and researching the cultural issues of change and how executives perceive business and process improvement. In this capacity, he has taught hundreds of people and been fortunate to interview and interact with many CEOs. Mark is passionate about the people aspects of change, and has travelled the world, learning, teaching and researching the cultural aspects of change and how executives perceive business and process improvement. He has presented and taught thousands of people the importance of process and how to harness the power of process. He has also been fortunate to interview and interact with many CEOs about their perception and views on BPM. In this episode of the podcast we are talking about: Mark's background His perspective on the Process Mining market today (and how we got there when looking at Business Process Management vendors) Full process lifecycle support (mining > design > simulation > automation), and how people try to shortcut things Enterprise Mining - extending the concept of mining to other areas (rule discovery, etc.) Workforce productivity management and how process/task mining fit into the picture of Enterprise Mining How BI and Mining will come/work together and the ethics on these topics You can reach Mark via email or LinkedIn here: https://www.linkedin.com/in/markmcgregor/. Please reach out to us by either sending an email to hello@whatsyourbaseline.com or leaving us a voice message by clicking here.

TestGuild News Show
Automation Conspiracy Theories and More! TGNS78

TestGuild News Show

Play Episode Listen Later Apr 10, 2023 10:01


How is Google sneaking Automation Testing into Chrome? What company recently raised $50M in Series D Funding? Still on the fence if Generative AI is The Future of Testing? Find out in this Automation in DevSecOps News Show episode for the Week of April 9th. So grab your favorite cup of coffee or tea, and let's do this. Time News Title Rocket Link 0:26 Create your FREE Applitools Account Now https://applitools.info/joe  1:03 MagnifAI by Globant  http://bit.ly/3FxfUMT 2:05 Chrome built-in Record'n' Playback in DevTools https://testguild.me/cyk7s3 4:19 Ambassadorship" and "Community building" initiatives o https://testguild.me/k2wxem 5:03 Make Engineers Love Playwright With These Software Design Patterns https://testguild.me/wzum18 5:41 Unlocking the Power of ChatGPT Test Automation http://applitools.info/7ho 6:43 LambdaTest Upgrades its Playwright Automation Testing Experience https://testguild.me/akzi3h 7:41 Planview and UiPath Partner to Optimize Test Automation https://testguild.me/kzwpb6 8:31 Honeycomb.io! We've raised $50M in Series D Funding https://testguild.me/xjpojh 9:07 StackHawk new enterprise capabilities https://testguild.me/3rizgb

SAFe Business Agility Podcast
Conversations from the 2022 SAFe Summit: Mik Kersten and Dean Leffingwell take a deep dive into FLOW.

SAFe Business Agility Podcast

Play Episode Listen Later Oct 25, 2022 23:09


Welcome to this special edition of the SAFe Business Agility podcast featuring in-person conversations captured at the 2022 SAFe Summit. In today's episode, find out how what started out as a personal mission turned into a business friendship and a hot topic. Listen as Dean Leffingwell, co-founder and chief methodologist at Scaled Agile, and Mik Kersten, CTO of Planview and author of Project to Product, take a deep-dive into Flow. We hope you enjoy the show!

MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang
Mind Your Business: How post-pandemic factors have hindered companies from improving their productivity problems, what can be done, Planview (12 SEPT)

MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang

Play Episode Listen Later Sep 12, 2022 13:29


For years, it has been an article of faith in corporate America that cloud computing and artificial intelligence (AI) will fuel a surge in wealth-generating productivity. Unfortunately, the pandemic has exposed that the world has fallen short on productivity and so, what can businesses do to improve their productivity. Razat Gaurav, CEO, Planview shares more on what it means and what it takes to be productive.See omnystudio.com/listener for privacy information.

Fresh Inspiration Podcast
Fresh Insights' Lunch & Learn with Ayotola Adebiyi - No Excuses

Fresh Inspiration Podcast

Play Episode Listen Later Jul 6, 2022 36:42


Ayotola works as a Planview functional consultant for a global organisation with many years of experience in the IT industry. She is married to Adedayo and they have four amazing Children by God's grace. She enjoys cooking, hosting people, walking, and making friends. She is passionate about helping others and putting smiles on other people's faces by the help of God. She is a strong believer in the fact that nothing one does is unnoticed by God either good or bad. So do good always.Come and be part of this community of infectious Christians around the world, who are proud, excited and bold in talking about their faith and their experience of the love of God in their professional and business life.Fresh insights is an international fellowship creating the opportunity for Christians from all walks of life to love on one another, to network, to grow and to be inspired by our common faith in God.

Agile Digital Transformation
Cameron Van Orman - Toward the future of enterprise agility

Agile Digital Transformation

Play Episode Listen Later May 5, 2022 29:34


Cameron Van Orman is the Chief Strategy and Marketing Officer at Planview, a global leader in strategic portfolio management and enterprise agile planning.Agile has undergone quite a transformation in recent years, going from a purely IT function to now being implemented to some extend in a majority of industries and companies. In this episode,  we discuss how enterprise agility, as well as the ways in which businesses implement it, has been changing over the past few years and what the currently dominant trends are. We bust the myth of agile not relying on any planning, and we take a closer look at value stream management as well as objectives and key results.Links & mentions:planview.com

Project Management Office Hours
E100 Celebrating 100 PMOH Episodes with Asya Watkins and Kim Essendrup

Project Management Office Hours

Play Episode Listen Later Apr 13, 2022 60:19


E100 Celebrating 100 PMOH Episodes with Asya Watkins and Kim Essendrup In this episode of Project Management Office Hours, PMO Joe celebrates his 100th show milestone with special guests Asya Watkins and Kim Essendrup! Making it to the 100th episode of a podcast is a milestone worth celebrating and taking time to reflect on the […] The post E100 Celebrating 100 PMOH Episodes with Asya Watkins and Kim Essendrup appeared first on Business RadioX ®.

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Phoenix Business Radio
E100 Celebrating 100 PMOH Episodes with Asya Watkins and Kim Essendrup

Phoenix Business Radio

Play Episode Listen Later Apr 13, 2022 60:19


E100 Celebrating 100 PMOH Episodes with Asya Watkins and Kim Essendrup In this episode of Project Management Office Hours, PMO Joe celebrates his 100th show milestone with special guests Asya Watkins and Kim Essendrup! Making it to the 100th episode of a podcast is a milestone worth celebrating and taking time to reflect on the […] The post E100 Celebrating 100 PMOH Episodes with Asya Watkins and Kim Essendrup appeared first on Business RadioX ®.

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Austin Next
The Future of Connected Work with Razat Gaurav, CEO of Planview

Austin Next

Play Episode Listen Later Mar 29, 2022 43:25


Work is changing, whether that is how we work (remote, hybrid, in-person), the tools we use, or how we govern these organizations. One of the superpowers of Austin is that "We are living in the future" and in this case, it means the future of work is being developed, tested, and deployed here first. To understand how Austin is the source of these trends and tools, we interview Razat Gaurav, CEO of Austin-based Planview. We talk about their place in the region, how they are creating these new platforms, and the future of Austin. How we work is...What's next Austin? Podcast Production Services by NCC Audio Our music is “Tech Talk” by Kevin MacLeod. Licensed under Creative Commons 4.0 License 

CustomerX Therapy
Fulfilling cross-functional needs through meaningful relationships with Advocates with James Lustenader from Planview

CustomerX Therapy

Play Episode Listen Later Dec 9, 2021 39:44


In our latest CustomerX Therapy podcast episode we were joined by James Lustenader, Sr Manager, Customer Advocacy at Planview. And a RockStar SlapFive customer as well!! Listen to this episode to learn more on how James takes on a one-to-one approach with his advocates. James evangelizes his advocacy program to help drive and facilitate a customer first mindset and infuses it throughout the organization.Feel free to connect with James on LinkedIn.

Walmart Radio Podcast
The Bo Show: Scoop There It Is

Walmart Radio Podcast

Play Episode Listen Later Sep 23, 2021 16:04


It's National Ice Cream Cone Day, and here's the “scoop!” We don't have to “sugarcoat” it, we were so excited to hear from our Associate Caller of the Day Harley, who called from Store 2902 in Framington, Massachusetts, and gave a shoutout to Coach Nicole, Mark, Jen and Mary. Reminding us that we “cone” all do it are our associates highlighted in Milestone Minute. Celebrating a “waffle”-y big anniversary was Pam at Store 1 in Rogers, Arkansas. Happy 40 years, Pam! We're also celebrating Kristine at Store 933 in Rochelle, Illinois, and Robert at Store 6012 in Planview, Texas, who both celebrated 35 years. It was a “cream” come true when Kristina at Store 1932 in Ellsworth, Maine, called to celebrate herself for her upcoming 2 year anniversary. Team shoutouts are always “gelato” fun, and the apparel team at Store 632 in Mount Pleasant, South Carolina, got a shoutout from Sheila, while the pharmacy team at Store 5993 in Beaverton, Oregon, got a shoutout from Sam. We don't want Bo's Impossible Question of the Day to give you brain freeze, but what happened for the first time in Hollywood in 1994? We hope you tune in before “Sundae” to find out.

Innovation Talks
Circular Economy in the Chemical Industry

Innovation Talks

Play Episode Listen Later Sep 20, 2021 30:40


HC Eppich is the Business Development Director for Sopheon. He speaks to businesses across various industries, guiding them toward more significant revenues with a future-proofed portfolio. Previously, HC was a Senior Account Executive and Team Lead for Planview, the CEO of Beratung für erfolgreiches Scheitern, and the Senior Account Executive and Chairman of [...] The post Circular Economy in the Chemical Industry appeared first on Sopheon.

Innovation Talks
Circular Economy in the Chemical Industry

Innovation Talks

Play Episode Listen Later Sep 20, 2021 30:41


HC Eppich is the Business Development Director for Sopheon. He speaks to businesses across various industries, guiding them toward more significant revenues with a future-proofed portfolio. Previously, HC was a Senior Account Executive and Team Lead for Planview, the CEO of Beratung für erfolgreiches Scheitern, and the Senior Account Executive and Chairman of Manufacturing Solutions for Cordys Deutschland AG. HC has an Engineering degree in Computer Science and Information Technology. HC joins me today to discuss the circular economy in the chemical industry. He shares what a circular economy is and the advantages for companies that adopt a sustainability and waste elimination mindset. He outlines why companies need to focus on building complete eco-systems to create whole circular economies. He discusses current recycling challenges, including recycling plastics and batteries. He shares why companies need to rethink and level out their focus across people, profit, and the planet. HC also discusses the methodology and strategic shift that needs to happen at the boardroom level to create and execute circular economies. “Circular economy is focusing not only on sustainability, but also on reproducing or reusing stuff and receding waste.” - HC Eppich This week on Innovation Talks: What a circular economy is, how it came about, and why companies need to focus on sustainability and reducing waste Why businesses need to broaden their views and assess the ‘green' behaviors of their supply chain Building new eco-systems to achieve a circular economy The challenges of recycling within the battery sector and the possibilities and revenue opportunities for those who develop battery recycling technologies Operationalizing portfolio management and evening out priorities across profit, people, and the plant The government funding available for companies looking to improve their sustainability through innovation Resources Mentioned: Podcast: A deeper dive into Portfolio Management with Noel Sobelman European Union: Circular Economy Action Plan PDMA Connect with HC Eppich: Sopheon HC Eppich on LinkedIn HC Eppich on Twitter This Podcast is brought to you by Sopheon Thanks for tuning into this week's episode of Innovation Talks. If you enjoyed this episode, please subscribe and leave a review wherever you get your podcasts. Apple Podcasts | TuneIn | GooglePlay | Stitcher | Spotify | iHeart Be sure to connect with us on Facebook, Twitter, and LinkedIn, and share your favorite episodes on social media to help us reach more listeners, like you. For additional information around new product development or corporate innovation, sign up for Sopheon's newsletter where we share news and industry best practices monthly! The fastest way to do this is to go to sopheon.com and click here.

Innovation Talks
Innovation in the Chemical Industry with HC Eppich

Innovation Talks

Play Episode Listen Later Aug 9, 2021 29:04


HC Eppich is the Business Development Director for Sopheon. He speaks to businesses across various industries about achieving more significant revenues with new business and future-proofing current portfolios. He was previously the CEO of Beratung für erfolgreiches Scheitern, a Senior Account Executive and Team Lead for Planview, and the Senior Account Executive and [...] The post Innovation in the Chemical Industry with HC Eppich appeared first on Sopheon.

Innovation Talks
Innovation in the Chemical Industry with HC Eppich

Innovation Talks

Play Episode Listen Later Aug 9, 2021 29:05


HC Eppich is the Business Development Director for Sopheon. He speaks to businesses across various industries about achieving more significant revenues with new business and future-proofing current portfolios. He was previously the CEO of Beratung für erfolgreiches Scheitern, a Senior Account Executive and Team Lead for Planview, and the Senior Account Executive and Chairman of Manufacturing Solutions for Cordys Deutschland AG. He has an engineering degree in Computer Science and Information Technology. HC joins me today to discuss innovation in the chemical industry. He reveals the significant position chemical companies hold in the German economy and their scope, from specialty to bulk chemicals. He shares the strategies of family-run businesses and reveals the fascinating role of smart intelligence in agriculture and farming and how this can reduce herbicide use by 70%. HC shares how droughts have disrupted the distribution channel and the lengths chemical companies go to solve issues. He shares how chemical manufacturers are collaborating on joint ventures with startups to stimulate innovation. HC also shares how it is taking too long for ideas to get into development funnels. “The number one priority regarding chemicals is to become more energy-efficient and carbon neutral.” - HC Eppich This week on Innovation Talks: The critical role and scope of chemicals and their significance in Germany's industry and economy The top-down and long-term strategies of family-owned chemicals businesses The value for EU businesses being CO2 neutral and how this is stimulating new products and technologies that improve sustainability and reduce costs Where chemical production and manufacturing is taking place and the digitization of processes The need for new solutions to decarbonize companies' ecosystem, including chemical suppliers Why chemical companies have incubation programs and fund startups to feed the innovation pipeline How AI, IoT, and 5G will drive new solutions The difficulties involved with getting ideas into the development funnel Resources Mentioned: Podcast: Why Innovation Fails – Governance, budget and methodologies Bosch Startup Harbour Connect with HC Eppich: Sopheon HC Eppich on LinkedIn HC Eppich on Twitter This Podcast is brought to you by Sopheon Thanks for tuning into this week's episode of Innovation Talks. If you enjoyed this episode, please subscribe and leave a review wherever you get your podcasts. Apple Podcasts | TuneIn | GooglePlay | Stitcher | Spotify | iHeart Be sure to connect with us on Facebook, Twitter, and LinkedIn, and share your favorite episodes on social media to help us reach more listeners, like you. For additional information around new product development or corporate innovation, sign up for Sopheon's newsletter where we share news and industry best practices monthly! The fastest way to do this is to go to sopheon.com and click here.

Innovation Talks
Why Innovation Fails – Governance, budget and methodologies

Innovation Talks

Play Episode Listen Later Apr 12, 2021 28:35


HC Eppich is the Business Development Director for Sopheon. He speaks to companies across various industries about futureproofing their current portfolios and achieving more revenue with new business. He has a background as a product manager with twenty years of experience in knowledge management solutions. HC has held senior positions with German companies such as Beratung für erfolgreiches Scheitern, Planview, and Cordys Deutschland AG. HC has an engineering degree in computer science and information technology. HC joins me today to discuss why innovation fails and the governance, budget, and methodologies that can make it a great time to innovate. HC shares the most significant challenges that businesses and senior management face on a portfolio and project level. He reveals the practices that slow down the time to market and the methodology that will reduce this. HC highlights what mid-size companies can learn and adopt from large companies' successes, including their best practices and use of technology. HC also shares why leaders need to move from an ego-state to an ecosystem mindset, where product exploration and exploitation are effectively managed. “Every success builds on failure, and that's just inherent in new stuff.” - HC Eppich This week on Innovation Talks: HC's first success in implementing knowledge management systems, saving a large German car manufacturer 50% on their failure elimination process The top challenges businesses face, including management's fear to take hard decisions on a portfolio level of projects The issues that slow down product development and the methodology that will dramatically accelerate your time to market How mid-size family-run businesses can manage complexities using the methods, technologies, and best practices successfully leveraged by large companies How the coronavirus has pushed businesses into digitizing and automating processes, which will lead to a wave of improvements and innovation Why companies should move from an ego-mindset to an eco-mindset, focus on ecosystems, and manage the product exploitation and exploration phases Connect with HC Eppich: Sopheon HC Eppich on LinkedIn HC Eppich on Twitter This Podcast is brought to you by Sopheon Thanks for tuning into this week's episode of Innovation Talks. If you enjoyed this episode, please subscribe and leave a review wherever you get your podcasts. Apple Podcasts | TuneIn | GooglePlay | Stitcher | Spotify | iHeart Be sure to connect with us on Facebook, Twitter, and LinkedIn, and share your favorite episodes on social media to help us reach more listeners, like you. For additional information around new product development or corporate innovation, sign up for Sopheon's newsletter where we share news and industry best practices monthly! The fastest way to do this is to go to sopheon.com and click here.

Software Defined Talk
Episode 271: The Defaults Lifestyle

Software Defined Talk

Play Episode Listen Later Nov 13, 2020 62:25


This week we breakdown Apple’s new M1 chip, the new MacBook Air and discuss why so many devs still use vi. Plus, a discussion about when to use the default Documents Folder. The Rundown Modern IDEs are magic. Why are so many coders still using Vim and Emacs? (https://stackoverflow.blog/2020/11/09/modern-ide-vs-vim-emacs/) Everything Apple Announced, From New Macs to New Chips (https://www.wired.com/story/everything-apple-announced-november-2020/) Average UX Improvements Are Shrinking (https://www.nngroup.com/articles/ux-gains-shrinking/) Relevant to your Interests Windows 10, iOS, Chrome, and many others fall at China's top hacking contest (https://www.zdnet.com/article/windows-10-ios-chrome-and-many-others-fall-at-chinas-top-hacking-contest/) 375% Return on One Startup to Help SoftBank Get Past WeWork Woes (https://www.bloomberg.com/news/articles/2020-11-08/375-return-on-one-startup-to-help-softbank-get-past-wework-woes?utm_campaign=socialflow-organic&utm_source=twitter&cmpid=socialflow-twitter-business&utm_content=business&utm_medium=social&__twitter_impression=true&__twitter_impression=true) Google Cloud’s Big Win: the Remarkable 2-Year Journey of CEO Thomas Kurian (https://cloudwars.co/google-cloud/google-cloud-the-remarkable-2-year-journey-of-ceo-thomas-kurian/) Spotify acquires podcast monetization company Megaphone (https://www.axios.com/spotify-megaphone-monetization-podcasts-cc13b729-56f9-489a-bc94-d79b9f50a54c.html?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axioslogin&stream=top) Every last Slingbox will become a brick in two years (https://www.theverge.com/2020/11/9/21557578/slingbox-discontinued-servers-sunset) Zoom and other ‘stay-at-home’ stocks got crushed on the positive vaccine news (https://www.cnbc.com/2020/11/09/zoom-and-other-stay-at-home-stocks-are-getting-crushed-on-the-positive-vaccine-news.html?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axioslogin&stream=top) TikTok says the Trump administration has forgotten about trying to ban it, would like to know what’s up (https://www.theverge.com/2020/11/10/21559677/tiktok-cfius-court-petition-ban-deadline) EU charges Amazon in antitrust lawsuit, alleges unfair competition (https://www.cbc.ca/news/business/amazon-eu-antitrust-1.5796672) Austin software maker Planview sold in $1.6B deal (https://www.statesman.com/business/20201110/austin-software-maker-planview-sold-in-16b-deal) Nonsense Steve Nouri on LinkedIn: #datascience #business #strategy | 404 comments (https://www.linkedin.com/posts/activity-6727194101655191552-93Zn) Ugliest App (https://ugliest.app/) Raspberry Pi 400: the $70 desktop PC - Raspberry Pi (https://www.raspberrypi.org/blog/raspberry-pi-400-the-70-desktop-pc/) Train caught by Whale (https://www.010fotograaf.nl/3445/metro-bungelt-op-8-meter-hoogte-na-ongeval-spijkenisse/) Why I Still Use an Old PowerPC Mac in 2020 (https://www.howtogeek.com/682300/why-i-still-use-an-old-powerpc-mac-in-2020/) Chipotle to open its first digital-only restaurant as online orders soar (https://www.cnbc.com/2020/11/11/chipotle-to-open-its-first-digital-only-restaurant-as-online-orders-soar.html) Sponsors Linode — Get started on Linode today with a $100 in free credit. Find all the details at linode.com/SDT. (http://go.thoughtleaders.io/2020020201026) Click on the “Create Free Account” button to get started. strongDM — Manage and audit remote access to infrastructure. Start your free 14-day trial today at: strongdm.com/SDT (http://strongdm.com/SDT) Conferences KubeCon + CloudNativeCon November 17 – 20 (https://events.linuxfoundation.org/kubecon-cloudnativecon-north-america/) OpenShift Commons Gathering November 17, 2020 (https://commons.openshift.org/gatherings/Kubecon_North_America_Virtual_OpenShift_Commons_Gathering_2020.html) SDT news & hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you free laptop stickers! Follow us on Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk), Instagram (https://www.instagram.com/softwaredefinedtalk/) and LinkedIn (https://www.linkedin.com/company/software-defined-talk/). Brandon built the Quick Concall iPhone App (https://itunes.apple.com/us/app/quick-concall/id1399948033?mt=8) and he wants you to buy it for $0.99. Use the code SDT to get $20 off Coté’s book, (https://leanpub.com/digitalwtf/c/sdt) Digital WTF (https://leanpub.com/digitalwtf/c/sdt), so $5 total. Become a sponsor of Software Defined Talk (https://www.softwaredefinedtalk.com/ads)! Recommendations Matt: Things you can make from old dead laptops - DIY Perks (https://www.youtube.com/watch?v=WLP_L7Mgz6M) Brandon: The Queen’s Gambit (https://www.netflix.com/title/80234304) on Netflix Coté: Patagonia (https://eu.patagonia.com/nl/en/product/mens-torrentshell-3l-rain-pants-regular/85265.html) Men's Torrentshell (https://eu.patagonia.com/nl/en/product/mens-torrentshell-3l-rain-pants-regular/85265.html). Photo Credit (https://unsplash.com/photos/1nInzk7c0hg) Photo Credit (https://unsplash.com/photos/lY29OvoPm-A)

Sales Enablement PRO: Book Club
Episode 115: April Terry on Adult Learning Techniques to Drive Engagement

Sales Enablement PRO: Book Club

Play Episode Listen Later Oct 29, 2020


Shawnna Sumaoang: Hi, and welcome to the Sales Enablement PRO podcast. I am Shawnna Sumaoang. Sales enablement is a constantly evolving space and we're here to help professionals stay up to date on the latest trends and best practices so that they can be more effective in their jobs. Today, I’m excited to have April Terry from Planview join us. April, I would love for you to introduce yourself, your role, and your organization to our audience. April Terry: Hi. Hello everyone. Thank you so much for having me here today. I’m really excited to talk about my learnings at Planview. I am currently in Music City, USA, Nashville, Tennessee, and am the learning and development manager at Planview. Planview is the leading portfolio and resource management company and we help companies deliver on their strategies through empowering their teams, no matter how they work. So, like I said before, I’m running learning and development and really focusing on revenue enablement and supporting our revenue enablement functions. So that’s our sales, our reps, SDRs, AEs, solutions, consultants, customer success managers, as well as strategic account managers, and that’s a global team. I’ve been doing that for three years, doing a lot of work with onboarding and developing programs and really was at the start of the learning and development function at Planview. So, a little bit about me in work. Personally, I love travel and music. I’ve got a yearly bucket list. This year is 20 new experiences in 2020, and experiencing a pandemic is definitely a big one. The other years were 18 concerts in 2018 and 19 cities in 2019. So, if you love travel and music, please reach out and hit me up. I also love volunteering with school children, and I coached track, as well. So that’s a little bit about me. SS: April, I’m so excited to have you. And that sounds like a very clever way to execute every year, and the pandemic was new for most of us. We’re really excited to have you. So, you talked a little bit about your work in revenue enablement, and you also have a very unique experience as a schoolteacher. So, how do you apply some of the skills from classroom teaching to your learning and development work at Planview? AT: Yeah, well, you know, there are a ton of things that you can take from the classroom, especially around engagement, and assessment, repetitions, and probably a lot of patience too, I think. But the biggest takeaway, and I think skill that I’ve gotten from the classroom in this role is lesson planning. And that’s beginning with the end in mind. So, when we did a lesson plan or taught on how to do a lesson plan the very first thing that we had to do was fill out what the standard, the skill, competency that we were teaching was, as well as the assessment. How would we be able to truly see or hear that the student has understood and grasp this concept? They’ve mastered the skill. So, beginning with the end in mind and being able to a lesson around that I think is a huge skill. What I see in my role sometimes and in businesses, we get so caught up with just the transfer of information and just the fact that it’s brand new, and everybody has to know it, that sometimes we neglect or forget the objective and the goal that we’re trying to reach. At the end of the day, I don’t really care, we don’t really care as much about what somebody knows, what’s just stuck in their head. We care about what they can do with that information, right. The things that we can see and hear. As a track coach, if you came to me and said, “Hey, April, teach me shot.” I would say, “Okay, what’s your goal?” Because if you said, “I want you to teach me the shot put, because I want to understand what’s going on at my cousin’s track meet and support them,” is so much different than, “Hey, I want to be an Olympian, so teach me” or, “Hey, I want to be an official.” Depending on what your goal is, we’re going to have a different lesson or I’m going to have a different approach so I can get you to your end goal. So, in enablement, I think it’s important for us to remember that if we’ve got a new product launch, it’s very easy for us to just dive right into here’s the feature and the value and the pricing and the upcoming marketing campaigns and just sharing a lot of information. We really have to take a step back and think about the goal first, at the end of this presentation or when this information is distributed, what should a rep be able to do? What should that audience be able to do? Are we doing this just for awareness? Do they need to be able to pick up the phone tomorrow and articulate this value? Do they need to be able to demo something? Right? Well, we’ve got a clear understanding of where we’re headed and the goal, we can adjust our presentations and as a teacher, we would adjust the lesson to ensure that everything was adding up to provide plenty of practice and reinforcement to get us to our end goal. So, lesson planning and beginning with the end in mind is certainly the biggest takeaway that I’ve had from the classroom into this enablement role. SS: Fantastic. In your experience, how does adult learning differ from learning aimed at children? What are some of the strategies that you use to kind of help engage an audience of adult learners in your program? AT: So, one of my favorite books is Design for How People Learn. And in that book, there’s a great model for how our brains work and that our brains are shelves. So, I’ll use that model. With children, children are empty shelves, they are sponges, they are empty bookshelves just waiting to be filled. And for the most part, they look to a teacher or a parent and they immediately trust what’s coming out of their mouth. They don’t have as much maybe to contradict, right? They’re empty bookshelves, they’re just open vessels waiting to learn everything about the world. In contrast, adults are filled bookshelves. When you present information to an adult, they’re kind of choosing what to take in because they have so many books and information on their shelves already. So, I think that the biggest difference here is that children again are open and they’re ready for all of this new information and they’re empty vessels. Whereas adults, we already have a lot of information and sometimes we’re like packed to the brim with social media and everything else, it’s just so much going on that we’re not empty vessels. And the approaches that you have to take with an adult versus with a child is it’s very important that you understand maybe some pre-knowledge or you understand where an adult is coming from, what existing knowledge do they have and how is the new information that I’m going to share, maybe connect with that existing knowledge? Again, we’ve got a lot of books on our bookshelves, so if we’re able to tie this new piece of information is going to fit perfectly on that bookshelf, we’re able to get people to retain and be open for that information. Whereas with children, we could put a lot of things on their bookshelves, they’ve got plenty of room and they don’t have anything maybe to combat new information. I also think that you have to put your pride aside in that just because maybe you have authority. Sometimes we think somebody is just going to immediately listen and take in what we’ve got to say, that happens a lot with children and in the classroom. But with adults, in your brain, literally the synapses in your brain don’t care as much about authority as they care about connecting info, right? What is this new piece of information? How does that relate to the things that I already know? So, I think that if you are being engaged, not taking yourself too seriously, poking fun at yourself. I think that’s actually some similarities in between children and adults, but I think the biggest thing is that pre-knowledge and this idea of open, empty vessels versus kind of filled bookshelves. Adults, we’ve got a lot already in our heads, and so, it’s almost as if you have to, I don’t want to say, sell this new information or get buy-in but this is worth your time to take in this new information, that’s what I would say is the biggest difference. SS: I love that. And I love that book. We actually interviewed Julie for our book club podcast. She’s fantastic. AT: Oh Great. Yeah, she is. SS: I think along with a lot of the challenges that come with trying to help adult learners, retention always comes up as one of the biggest challenges. So how do you help encourage retention of the skills and knowledge that’s taught in your learning programs? AT: Yeah. So, we all know that retention is very, very important but the reinforcement of that is key, right? And I think not only the reinforcement just through a multiple-choice quiz but having it in a real-world scenario is very important. So, one thing that we’re doing currently with our customer success team is we’re doing group live trainings at the beginning of the week. And then in the team meetings, throughout the week, there are small quizzes and concepts that the teams are individually going through. And those quizzes are yes, quizzes, but they are real-world scenarios. We’re taking situations that they have been or things that they’re going to be presented with in the future and weaving some of those new concepts in. So, I’m very much a big proponent and always asking, “what does this look like in real life?” And when you’re talking about reinforcing and making sure that we’re not forgetting and following that forgetting curve, being able to apply and giving people an opportunity to apply this new information in a real-world scenario helps with the retention of that information. SS: Absolutely. Now, obviously, everyone doesn’t come into a learning program at the same level. They come from different backgrounds or knowledge or have certain skills from their past. So, how do you account for the different needs learners might have in the design of your program to kind of help with those different skill, knowledge, or experience gaps? AT: Yeah, absolutely. I think a big thing is giving folks an out when they need it. If we’ve already established that they’ve got mastery over something, we don’t want them to spend a ton of their time doing things that they already know. So, you know, one example in one of the courses that we built was exactly an opt-out opportunity where we provided, I talked about those real-world scenarios before ,we provided a real-world scenario, a few real-world scenarios, and they were able to test out of that section. And if you missed some of those key concepts within that scenario or questions, then it was an open, “Okay. You probably should go back in and really look into this,” and, you know, watch the rest of the video or whatever. So, I think giving people the opportunity to opt-out of things, that they’ve already mastered really helps with engagement within a course. SS: Absolutely now I want to pivot ever so slightly because, you know, as we started off in the podcast, we are in a radically different world this year and a lot of things have had to go remote or virtual if you will. So, what are some considerations that sales enablement practitioners need to keep in mind when having to now conduct this learning and this training all virtually. AT: You know, I think the biggest thing is engagement and excitement, and that probably is coming from you, or whoever is presenting. So, I think there is so much value in just being excited about what you’re presenting. We’re all, like you said, kind of zoomed out, fatigued and this, that, and the other. But really being excited about what it is that we’re presenting and bringing that enthusiasm and passion into everything that we’re explaining, I think is a small thing that goes a very long way. So that’s one huge thing, and it’s an easy thing to implement, right? Just being excited about what you’re presenting and getting our subject matter experts, or our presenters excited about what they’re talking about and providing that energy. The second thing I think is to give people breaks. You know, sometimes we’re very quick to fill the silence, and not pause and let people process information or take time to come up with questions. We have just a few minutes or moments of silence and we want to fill it, but I think being able to step back again and just give people a break to process information, is also something to keep in mind with conducting training virtually. And I mean in-person as well, but, certainly virtually too. SS: I think those are two fantastic tips, April. I really enjoyed this conversation. I always tend to close on this because I think at the end of the day, we all want to know what good looks like. So, I’d love to understand from you in closing, how do you measure the impact of your learning and development programs? AT: Right. So, you know, also beginning with the end in mind, and we are doing these programs because we’re looking for changes in behavior typically, and what it is that we’re solving for. And I like to think about Kirkpatrick's training model in Training Evaluation. So, in that model he talks about first, reaction. Second, learning. Third, behavior. And fourth, result. So, number one, measuring the reaction, did people find this training enjoyable or relevant? If people aren’t finding your training enjoyable or relevant, you can kind of through retention out of the window, right. When was the last time that you walked away from a monotone speaker and thought like, “Whoa, that was riveting. I’ll remember all of that.” That engagement piece is very key. And so, we’ve got to assess, and keep that as a metric. How did people react to it? Did they find it enjoyable? But we also know that we can’t stop there. Right? We, we can’t just stop at, did they like it or not? We want to know if it was effective. So, the next thing, learning and understanding may be how confident these folks are in their understanding of the information and did they acquire the information? So, a great way to assess this would be through self-assessments. That’s another schoolteacher trick that I picked up is doing pre and post-assessments. And these are really easy to do in your program. So at the beginning, maybe of a presentation doing a one to four scale, I don’t like using fives because you’ll get neutrals, but saying on a scale of one to four, if you had to teach this to a new rep, how confident would you be? On a scale of one to four, how confident would you be before this presentation? And then after, asking that same question and hopefully you’re seeing some trends, right? That you came into it at one level, but now we’re leaving more confident. That kind of brings us into the next level of behavior. So, while number one, it’s good that people are enjoying it. Number two, it’s good that people are feeling more confident. We can’t just rely on self-assessment because we’ve all heard people that they can sing, but really should leave it to the professionals. So, sometimes we’ve got good self-assessments, but behavior is really what we’re looking at. And in level three, the behavior is asking, so how can our reps apply what they’ve learned on the jobs? Right? So, I mentioned the situational questions at play. That’s a great way to see, are you able to take this new concept and apply it to a different situation or maybe recording a pitch to the customer and going back and listening to it, right? This is what things, and what changes can we see are here within the behavior. And then finally, we’re doing all of this work and changing our behaviors because we want to see a different result. So, within this final level and the result stages, we are really tying the impact of changes to behavior to metrics in the business. We talked about beginning with the end in mind, right? That’s the whole reason why we’re doing a lot of these programs. So, now that we understand that people are finding it enjoyable, right? They’re engaged, they feel maybe more confident about the lesson or the subject now, before they came in, and went through the program. We’re seeing changes in behavior. Now we’re asking, what does that look like in the context of our business? So, if we did a training on how to write eye-catching, email subject lines, and our reps are changing their subject lines. Now we go into the data and we look at our open and close rates, right. Those are the numbers and the data and the results that we are looking for. And I think it’s important with behaviors and looking at that we’re looking for patterns and correlation. So not every increase and decrease are maybe a direct result of your training, but we can certainly see patterns within them, and we can look back at the data and if our numbers or whatnot aren’t looking where we want them, we can dive into that, and really pull out some different nuggets or areas that we should focus on and start this whole process again, building a training program that number one gets good reactions, number two helps people feel more confident, number three, leads to a change in behavior, and then number four leads to new results when we’re looking at our data and the metrics. SS: That was fantastic, April. I have greatly appreciated this conversation. Thank you so much for joining us today. AT: Yes. Thank you so much for having me and I am a big fan of Sales Enablement PRO and all of the work that you do. SS: Well, thank you so much. To our audience, thanks for listening. For more insights, tips, and expertise from sales enablement leaders visit salesenablement.pro. If there’s something you’d like to share or a topic you’d like to learn more about, please let us know. We’d love to hear from you.

Sales Enablement PRO Podcast
Episode 115: April Terry on Adult Learning Techniques to Drive Engagement

Sales Enablement PRO Podcast

Play Episode Listen Later Oct 29, 2020 19:56


Shawnna Sumaoang: Hi, and welcome to the Sales Enablement PRO podcast. I am Shawnna Sumaoang. Sales enablement is a constantly evolving space and we’re here to help professionals stay up to date on the latest trends and best practices so that they can be more effective in their jobs. Today, I’m excited to have April Terry from Planview join us. April, I would love for you to introduce yourself, your role, and your organization to our audience. April Terry: Hi. Hello everyone. Thank you so much for having me here today. I’m really excited to talk about my learnings at Planview. I am currently in Music City, USA, Nashville, Tennessee, and am the learning and development manager at Planview. Planview is the leading portfolio and resource management company and we help companies deliver on their strategies through empowering their teams, no matter how they work. So, like I said before, I’m running learning and development and really focusing on revenue enablement and supporting our revenue enablement functions. So that’s our sales, our reps, SDRs, AEs, solutions, consultants, customer success managers, as well as strategic account managers, and that’s a global team. I’ve been doing that for three years, doing a lot of work with onboarding and developing programs and really was at the start of the learning and development function at Planview. So, a little bit about me in work. Personally, I love travel and music. I’ve got a yearly bucket list. This year is 20 new experiences in 2020, and experiencing a pandemic is definitely a big one. The other years were 18 concerts in 2018 and 19 cities in 2019. So, if you love travel and music, please reach out and hit me up. I also love volunteering with school children, and I coached track, as well. So that’s a little bit about me. SS: April, I’m so excited to have you. And that sounds like a very clever way to execute every year, and the pandemic was new for most of us. We’re really excited to have you. So, you talked a little bit about your work in revenue enablement, and you also have a very unique experience as a schoolteacher. So, how do you apply some of the skills from classroom teaching to your learning and development work at Planview? AT: Yeah, well, you know, there are a ton of things that you can take from the classroom, especially around engagement, and assessment, repetitions, and probably a lot of patience too, I think. But the biggest takeaway, and I think skill that I’ve gotten from the classroom in this role is lesson planning. And that’s beginning with the end in mind. So, when we did a lesson plan or taught on how to do a lesson plan the very first thing that we had to do was fill out what the standard, the skill, competency that we were teaching was, as well as the assessment. How would we be able to truly see or hear that the student has understood and grasp this concept? They’ve mastered the skill. So, beginning with the end in mind and being able to a lesson around that I think is a huge skill. What I see in my role sometimes and in businesses, we get so caught up with just the transfer of information and just the fact that it’s brand new, and everybody has to know it, that sometimes we neglect or forget the objective and the goal that we’re trying to reach. At the end of the day, I don’t really care, we don’t really care as much about what somebody knows, what’s just stuck in their head. We care about what they can do with that information, right. The things that we can see and hear. As a track coach, if you came to me and said, “Hey, April, teach me shot.” I would say, “Okay, what’s your goal?” Because if you said, “I want you to teach me the shot put, because I want to understand what’s going on at my cousin’s track meet and support them,” is so much different than, “Hey, I want to be an Olympian, so teach me” or, “Hey, I want to be an official.” Depending on what your goal is, we’re going to have a different lesson or I’m going to have a different approach so I can get you to your end goal. So, in enablement, I think it’s important for us to remember that if we’ve got a new product launch, it’s very easy for us to just dive right into here’s the feature and the value and the pricing and the upcoming marketing campaigns and just sharing a lot of information. We really have to take a step back and think about the goal first, at the end of this presentation or when this information is distributed, what should a rep be able to do? What should that audience be able to do? Are we doing this just for awareness? Do they need to be able to pick up the phone tomorrow and articulate this value? Do they need to be able to demo something? Right? Well, we’ve got a clear understanding of where we’re headed and the goal, we can adjust our presentations and as a teacher, we would adjust the lesson to ensure that everything was adding up to provide plenty of practice and reinforcement to get us to our end goal. So, lesson planning and beginning with the end in mind is certainly the biggest takeaway that I’ve had from the classroom into this enablement role. SS: Fantastic. In your experience, how does adult learning differ from learning aimed at children? What are some of the strategies that you use to kind of help engage an audience of adult learners in your program? AT: So, one of my favorite books is Design for How People Learn. And in that book, there’s a great model for how our brains work and that our brains are shelves. So, I’ll use that model. With children, children are empty shelves, they are sponges, they are empty bookshelves just waiting to be filled. And for the most part, they look to a teacher or a parent and they immediately trust what’s coming out of their mouth. They don’t have as much maybe to contradict, right? They’re empty bookshelves, they’re just open vessels waiting to learn everything about the world. In contrast, adults are filled bookshelves. When you present information to an adult, they’re kind of choosing what to take in because they have so many books and information on their shelves already. So, I think that the biggest difference here is that children again are open and they’re ready for all of this new information and they’re empty vessels. Whereas adults, we already have a lot of information and sometimes we’re like packed to the brim with social media and everything else, it’s just so much going on that we’re not empty vessels. And the approaches that you have to take with an adult versus with a child is it’s very important that you understand maybe some pre-knowledge or you understand where an adult is coming from, what existing knowledge do they have and how is the new information that I’m going to share, maybe connect with that existing knowledge? Again, we’ve got a lot of books on our bookshelves, so if we’re able to tie this new piece of information is going to fit perfectly on that bookshelf, we’re able to get people to retain and be open for that information. Whereas with children, we could put a lot of things on their bookshelves, they’ve got plenty of room and they don’t have anything maybe to combat new information. I also think that you have to put your pride aside in that just because maybe you have authority. Sometimes we think somebody is just going to immediately listen and take in what we’ve got to say, that happens a lot with children and in the classroom. But with adults, in your brain, literally the synapses in your brain don’t care as much about authority as they care about connecting info, right? What is this new piece of information? How does that relate to the things that I already know? So, I think that if you are being engaged, not taking yourself too seriously, poking fun at yourself. I think that’s actually some similarities in between children and adults, but I think the biggest thing is that pre-knowledge and this idea of open, empty vessels versus kind of filled bookshelves. Adults, we’ve got a lot already in our heads, and so, it’s almost as if you have to, I don’t want to say, sell this new information or get buy-in but this is worth your time to take in this new information, that’s what I would say is the biggest difference. SS: I love that. And I love that book. We actually interviewed Julie for our book club podcast. She’s fantastic. AT: Oh Great. Yeah, she is. SS: I think along with a lot of the challenges that come with trying to help adult learners, retention always comes up as one of the biggest challenges. So how do you help encourage retention of the skills and knowledge that’s taught in your learning programs? AT: Yeah. So, we all know that retention is very, very important but the reinforcement of that is key, right? And I think not only the reinforcement just through a multiple-choice quiz but having it in a real-world scenario is very important. So, one thing that we’re doing currently with our customer success team is we’re doing group live trainings at the beginning of the week. And then in the team meetings, throughout the week, there are small quizzes and concepts that the teams are individually going through. And those quizzes are yes, quizzes, but they are real-world scenarios. We’re taking situations that they have been or things that they’re going to be presented with in the future and weaving some of those new concepts in. So, I’m very much a big proponent and always asking, “what does this look like in real life?” And when you’re talking about reinforcing and making sure that we’re not forgetting and following that forgetting curve, being able to apply and giving people an opportunity to apply this new information in a real-world scenario helps with the retention of that information. SS: Absolutely. Now, obviously, everyone doesn’t come into a learning program at the same level. They come from different backgrounds or knowledge or have certain skills from their past. So, how do you account for the different needs learners might have in the design of your program to kind of help with those different skill, knowledge, or experience gaps? AT: Yeah, absolutely. I think a big thing is giving folks an out when they need it. If we’ve already established that they’ve got mastery over something, we don’t want them to spend a ton of their time doing things that they already know. So, you know, one example in one of the courses that we built was exactly an opt-out opportunity where we provided, I talked about those real-world scenarios before ,we provided a real-world scenario, a few real-world scenarios, and they were able to test out of that section. And if you missed some of those key concepts within that scenario or questions, then it was an open, “Okay. You probably should go back in and really look into this,” and, you know, watch the rest of the video or whatever. So, I think giving people the opportunity to opt-out of things, that they’ve already mastered really helps with engagement within a course. SS: Absolutely now I want to pivot ever so slightly because, you know, as we started off in the podcast, we are in a radically different world this year and a lot of things have had to go remote or virtual if you will. So, what are some considerations that sales enablement practitioners need to keep in mind when having to now conduct this learning and this training all virtually. AT: You know, I think the biggest thing is engagement and excitement, and that probably is coming from you, or whoever is presenting. So, I think there is so much value in just being excited about what you’re presenting. We’re all, like you said, kind of zoomed out, fatigued and this, that, and the other. But really being excited about what it is that we’re presenting and bringing that enthusiasm and passion into everything that we’re explaining, I think is a small thing that goes a very long way. So that’s one huge thing, and it’s an easy thing to implement, right? Just being excited about what you’re presenting and getting our subject matter experts, or our presenters excited about what they’re talking about and providing that energy. The second thing I think is to give people breaks. You know, sometimes we’re very quick to fill the silence, and not pause and let people process information or take time to come up with questions. We have just a few minutes or moments of silence and we want to fill it, but I think being able to step back again and just give people a break to process information, is also something to keep in mind with conducting training virtually. And I mean in-person as well, but, certainly virtually too. SS: I think those are two fantastic tips, April. I really enjoyed this conversation. I always tend to close on this because I think at the end of the day, we all want to know what good looks like. So, I’d love to understand from you in closing, how do you measure the impact of your learning and development programs? AT: Right. So, you know, also beginning with the end in mind, and we are doing these programs because we’re looking for changes in behavior typically, and what it is that we’re solving for. And I like to think about Kirkpatrick’s training model in Training Evaluation. So, in that model he talks about first, reaction. Second, learning. Third, behavior. And fourth, result. So, number one, measuring the reaction, did people find this training enjoyable or relevant? If people aren’t finding your training enjoyable or relevant, you can kind of through retention out of the window, right. When was the last time that you walked away from a monotone speaker and thought like, “Whoa, that was riveting. I’ll remember all of that.” That engagement piece is very key. And so, we’ve got to assess, and keep that as a metric. How did people react to it? Did they find it enjoyable? But we also know that we can’t stop there. Right? We, we can’t just stop at, did they like it or not? We want to know if it was effective. So, the next thing, learning and understanding may be how confident these folks are in their understanding of the information and did they acquire the information? So, a great way to assess this would be through self-assessments. That’s another schoolteacher trick that I picked up is doing pre and post-assessments. And these are really easy to do in your program. So at the beginning, maybe of a presentation doing a one to four scale, I don’t like using fives because you’ll get neutrals, but saying on a scale of one to four, if you had to teach this to a new rep, how confident would you be? On a scale of one to four, how confident would you be before this presentation? And then after, asking that same question and hopefully you’re seeing some trends, right? That you came into it at one level, but now we’re leaving more confident. That kind of brings us into the next level of behavior. So, while number one, it’s good that people are enjoying it. Number two, it’s good that people are feeling more confident. We can’t just rely on self-assessment because we’ve all heard people that they can sing, but really should leave it to the professionals. So, sometimes we’ve got good self-assessments, but behavior is really what we’re looking at. And in level three, the behavior is asking, so how can our reps apply what they’ve learned on the jobs? Right? So, I mentioned the situational questions at play. That’s a great way to see, are you able to take this new concept and apply it to a different situation or maybe recording a pitch to the customer and going back and listening to it, right? This is what things, and what changes can we see are here within the behavior. And then finally, we’re doing all of this work and changing our behaviors because we want to see a different result. So, within this final level and the result stages, we are really tying the impact of changes to behavior to metrics in the business. We talked about beginning with the end in mind, right? That’s the whole reason why we’re doing a lot of these programs. So, now that we understand that people are finding it enjoyable, right? They’re engaged, they feel maybe more confident about the lesson or the subject now, before they came in, and went through the program. We’re seeing changes in behavior. Now we’re asking, what does that look like in the context of our business? So, if we did a training on how to write eye-catching, email subject lines, and our reps are changing their subject lines. Now we go into the data and we look at our open and close rates, right. Those are the numbers and the data and the results that we are looking for. And I think it’s important with behaviors and looking at that we’re looking for patterns and correlation. So not every increase and decrease are maybe a direct result of your training, but we can certainly see patterns within them, and we can look back at the data and if our numbers or whatnot aren’t looking where we want them, we can dive into that, and really pull out some different nuggets or areas that we should focus on and start this whole process again, building a training program that number one gets good reactions, number two helps people feel more confident, number three, leads to a change in behavior, and then number four leads to new results when we’re looking at our data and the metrics. SS: That was fantastic, April. I have greatly appreciated this conversation. Thank you so much for joining us today. AT: Yes. Thank you so much for having me and I am a big fan of Sales Enablement PRO and all of the work that you do. SS: Well, thank you so much. To our audience, thanks for listening. For more insights, tips, and expertise from sales enablement leaders visit salesenablement.pro. If there’s something you’d like to share or a topic you’d like to learn more about, please let us know. We’d love to hear from you.

Digital Marknadsföring med Tony Hammarlund
Projektledning för marknadsförare: Ann Westfelt #54

Digital Marknadsföring med Tony Hammarlund

Play Episode Listen Later Sep 28, 2020 46:57


Som marknadsförare så arbetar vi ofta med olika projekt eller kampanjer. Men det pratas ganska sällan om projektledning inom marknadsföring. Visst är det taktiska utföranden viktigt men utan bra projektledning och struktur så kan ett projekt lätt misslyckas. Jag bjöd därför in Ann Westfelt som är expert på området för att prata projektledning för marknadsförare. Ann är idag konsult och lärare inom projektledning, ledarskap och kommunikation med fokus på marknadsavdelningar och byråer men har en karriär som egentligen förtjänar ett helt eget avsnitt. Hon har en bakgrund som utvecklare och var vid 23-års ålder IT-chef vilket gjorde att hon blev headhuntad till Apple. Där arbetade hon under flera år som produktchef för framtida produkter på den nordiska marknaden. Och ja. Hon har träffat och pratat med Steve Jobs. Hon var efter det bland annat med och startade upp ett av de allra första multimediaföretagen och skapade Sveriges första CD-romskiva. Jag tyckte bara att hennes bakgrund var så häftig att jag var tvungen att ta upp lite av det här. Ann jobbar som sagt idag som konsult inom projektledning med fokus på marknadsavdelningar och byråer. Hon har under många år föreläst och hållit kurser inom såväl projektledning som att skapa marknadsplaner. Hon berättar mer om det i avsnittet men hon håller bland annat kurser på Berghs i såväl projektledning som strategisk projektledning. Och snart även på Handelshögskolan i Stockholm. Ann har även under många år varit lärare och föreläsare på Hyper Island. Så hon har verkligen stenkoll på det här. Om avsnittet Vi börjar avsnittet med att prata om hur Ann ser på projektledning och varför det pratas så lite om om det inom marknadsföring. Hon berättar sedan om vad hon anser är viktigast för att leda lyckade projekt. Ann berättar även om allt från vanliga misstag till vad som krävs för att kunna arbeta agilt med projekt inom marknadsföring. Vi går efter det igenom hur en normal arbetsprocess bör se ut för ett projekt. Ann förklarar bland annat vikten av att låta idéfasen ta sin tid och att reflektera efter avslutat projekt över vad som gjordes bra och vad som kan göras bättre i framtiden. Du får dessutom höra: Varför hon rekommenderar att spara 20% av budgeten Vad som krävs för att bli en framgångsrik projektledare Och varför man bör fira när ett projekt läggs ner Du hittar som vanligt alla länkar och resurser som nämns i intervjun här nedan. Efter länkarna i poddinlägget så hittar du även tidsstämplar till olika sektioner i intervjun och Ann har även delat med sig av en checklista som du hämtar enkelt här nedan. Bonus: Checklista inför projektstart Lista med 12 steg du bör gå igenom före du börjar planera och startar upp ett nytt projekt. Länkar Ann Westfelt på LinkedIn Anns webbsida Distanskurs i projektledning på Berghs (kurs) 5-dagars kurs i strategisk projektledning på Berghs (kurs) 2-dagars fördjupningskurs i strategisk projektledning (kurs) Adjob (verktyg) Asana (verktyg) Basecamp (verktyg) Canvas Planner (verktyg) Project Companion (verktyg) Planview tidigare Projectplace (verktyg) Todoist (verktyg) Trello (verktyg) Wrike (verktyg) ClickUp (mitt favoritverktyg) Projektpodden.se (podcast) Apple Podcasts Ernest Sirolli: "Want to help someone, shut up and listen" (Ted Talk) Projektledning av Bo Tonnqvist (bok) Adlibris Bokus Kommunikativt Ledarskap av Pär Lager (bok) Adlibris Bokus Tidsstämplar [3:18] Ann inleder med att berätta hur hon ser på projektledning, vad det är och hur hon kom in på området. Hon berättar också storyn bakom hur hon började undervisa i ämnet på Berghs. [8:40] Vi pratar om vad Ann anser är viktigast för att projektleda effektivt både på marknadsavdelningar och byråer. Lyfter fram kommunikation och vikten av en riskanalys samt pekar ut ett antal vanliga misstag, och hur man undviker dessa. [13:31] Ann berättar om vad som krävs för att jobba agilt med projekt och vad s...

The FlipMyFunnel Podcast
689. Here's What Every 1:1 ABM Strategy MUST Have to Be Successful

The FlipMyFunnel Podcast

Play Episode Listen Later Sep 8, 2020 18:44


Amber Bogie, senior marketing manager at Planview, Inc., has an amazing amount of insight on 1:1 personalized marketing campaigns. This insight led her to win an ABMie award for the best 1:1 campaign. She shares this insight in an episode of #FlipMyFunnel, encouraging marketing and sales teams to work together for an incredibly personalized account based experience.

The FlipMyFunnel Podcast
86: Forget the Fluff: A Practical Approach to ABM w/ Kristen Wendel

The FlipMyFunnel Podcast

Play Episode Listen Later Aug 27, 2019 10:41


Kristen Wendel, Director of Marketing Operations at Planview, (Previously Director of Marketing Operations at VersionOne) shares how her team uses insightful tools to build a practical pipeline of marketing qualified leads and accounts.

The FlipMyFunnel Podcast
175: Personalized Marketing and 1:1 Campaigns in an ABM World w/ Amber Bogie

The FlipMyFunnel Podcast

Play Episode Listen Later Aug 27, 2019 18:44


Amber Bogie, senior marketing manager at Planview, Inc., has an amazing amount of insight on 1:1 personalized marketing campaigns. This insight led her to win an ABMie award for the best 1:1 campaign. She shares this insight in an episode of #FlipMyFunnel, encouraging marketing and sales teams to work together for an incredibly personalized account based experience.

The Game Changer Network
Braden Kelley - Charting Change

The Game Changer Network

Play Episode Listen Later Jun 11, 2019 58:11


A Visual Toolkit for Making Change Stick  Interview by Chicke Fitzgerald of the Game Changer Network  Research shows that up to seventy percent of all change initiatives fail. Let's face it, change is hard, as is getting an organization on board and working through the process. One thing that has been known to be effective is onboarding teams not only to understand this change, but to see the process and the progress of institutional change. Charting Change will help teams and companies visualize this complicated process.  Kelley has developed the Change Planning Toolkit™ and the Change Planning Canvas™, which enable leadership and project teams to easily discuss the variables that will influence the change effort and organize them in a collaborative and visual way. Braden Kelley is a dynamic, engaging innovation speaker with experience training and consulting with some of the world's leading organizations. He speaks at conferences and corporate events around the globe about innovation, change management, organizational agility, and digital transformation.  This on demand audio series is a part of the Executive Girlfriends Group Vignette Series. Chicke Fitzgerald interviews Branden Kelley. The original live interview was 4/8/16.  This book will teach readers how to use this visual toolkit to build a common language and vision for implementing change. It will help managers build a cohesive approach that can be more easily embraced by employees who are charged with the actual implementation of change. Braden Kelley has been advising companies on how to increase their revenue and cut their costs since 1996. Braden speaks and writes frequently on the topics of continuous innovation and change and works with clients to create innovative strategies, digital transformation , and beating the 70% change failure rate. He has maximized profits for companies while living and working in England, Germany, and the United States. Braden earned his MBA from top rated London Business School. Braden is passionate about innovation and has published more than 65 0 articles for online publications including articles translated into Spanish, French, Swedish, and Portuguese. In addition, he has written white papers for Innocentive , Planview and Imaginatik. Braden has been published by The Washington Post, The Atlantic, ProjectManagement.com, Wired, Social Media Today, and iSixSigma magazine. In his spare time, Braden runs the world's most popular innovation web site InnovationExcellence.com home to more than 7,500 articles from 400+ contributing authors. His website is http://bradenkelley.com/ The Game Changer is featured on C-Suite Network. Chicke is a philanthropreneur • she zigs where others zag, creating value, growth and bringing to life crazy good ideas that will leave a legacy

Engineering People Podcast

Rob Reesor is Senior Vice President of Product Development at Planview, Inc., where he is currently responsible for all development and testing of three of Planview’s Work and Resource Management applications. After graduating from the University of Oregon with Bachelors and Masters degrees in Computer Science, Rob launched a 30+ year career as a developer, team lead, manager, director and vice president. He left Silicon Valley to move to Austin in 2000 as part of an acquisition of a company he co-founded — leaving behind a body of pioneering work for several venture-backed projects that helped create one of the first AI companies, one of the first Web retailers and the first company to create a commercial information bus. Learn how to scale your engineering team with TalentPath by Treehouse Twitter Instagram LinkedIn Facebook

CanInnovate
E46: How Innovation is Structured in your Organization with Braden Kelley of Innovation Excellence

CanInnovate

Play Episode Listen Later Sep 18, 2018 28:57


Braden Kelley is an experienced leader of projects and programs focused on innovation, digital transformation, design thinking, organizational change, and process improvement. He is the author of two books (1) "Charting Change" and (2) "Stoking Your Innovation Bonfire", and has helped numerous organizations increase their revenue and cut their costs through the creation of innovative strategies, organizational change, digital transformation, and improved organizational performance. He has maximized profits for companies while living and working in England, Germany, and the United States. Braden earned his MBA from top-rated London Business School. Braden is passionate about digital transformation, innovation and change, and has written for numerous online publications including CIO.com, The Atlantic, Wired, and The Washington Post. In addition, he has written commissioned white papers on “Harnessing the Global Talent Pool to Accelerate Innovation” for Innocentive, "Winning the War for Innovation" for Imaginatik, and "Five Ways to Make Your Innovation Culture Smell Better" for Planview. In his spare time, Braden is a popular keynote speaker, workshop leader, and a co-founder of the world’s largest global innovation community – InnovationExcellence.com – home to 7,000+ innovation articles and is an innovation leader on Twitter (@innovate) with 19,500+ hard-earned followers.   About Innovation excellence:   InnovationExcellence.com is the online home of the global innovation community, building upon a rapidly-growing network with thousands of members from over 175 countries – thought leaders, executives, practitioners, consultants, vendors, and academia representing all sectors and industries. Their mission is to broadly enhance innovation by providing a forum for connection and conversation across this community – assembling an ever-growing arsenal of resources, best practices and proven answers for achieving innovation excellence. Their community currently generates over 225,000 unique visits and requests more than 800,000 pages every month. Braden also partnered with Rowan Gibson, Julie Anixter and Dean DeBiase to built Innovation Excellence and now has over 400 contributing authors around the world providing a range of perspective on the business aspects of innovation and how to help people succeed in their business.   What Innovation means:   Braden define innovation as a means to transforms the useful seeds of invention into widely adoptive solution that values above every existing alternative. Several key things about this definition: The tension between useful VS valuable - you can create lots of useful things very easily but the things that are valuable to people are much harder. The tension between invention and innovation - (they are not the same thing) often times people can get confused when they are inventing things and thinking that it is innovation. One of the key differentiators between innovation and invention is for something to make that leap from one to the other is that innovation must become widely adopted and must also, as a result of its inherit value be able to displace the existing solution even if it is the “do nothing solution”.   The 2 key to success for any organizations: What you have to do is to be really really good at what you do and but you also have to have one eye at the future. Your customer and understanding how their needs are changing overtime so that you are delivering the things that they look to you to provide in terms of the solutions. Innovation is all about value - so you have to be constantly on top of identifying where value comes from in your contacts and how to deliver value and translate that value for people to access that value. Innovation excellence Operational excellence   Value came from three components: Value Creation - the invention part of it Value Access - helping people access that value Value Translation - to help people understand how these new things will fit into their lives   The challenge that companies have in creating the innovation culture is RISK PROFILE. It is one key challenge that every organization have. Oftentimes organizations tend to over index whereas repeatability and operational excellence is they do that to deliver that consistency that the customers expect in that quality. Sometimes it leads people to feeling that they can’t make a mistake so you have to sort of change the mindset of the organization and make learning an accepted part of the culture because you can learn from success as much as you can learn from failures as long as you are set up to do it.   Braden’s Books: Stoking Your Innovation Bonfire Charting Change   Tips to captivate change: Organizational change - it is all about the mindset and what’s important to different individual You really need to segment inside your company for your customers It is all about the customer   Branden shares what excites him about the industry:   “Good artist copy and great artist steal” - Pablo Picasso   If organizations really want to be in it for a long haul and they exist  50 years from now, you have to put the right building blocks in place to build the right mindset and the right culture so that you will have the ability to change as the world changes around you.   You should not rush in without having an understanding of what you are going to do of people’s idea on the back-end. Do not start an innovation program if you are not committed financially, committed to time for people to work on the projects. Before you start asking anybody for anything, know what you are going to do with what they provide. Do you research, do your homework. It is not just about things in your area but keep a file of the things that you are trying to do that has impact. Look and learn from other people who are already doing it and see what you can leverage out of it.   “A body in motion stays in motion, a body at rest stays at rest”   Productivity tool: Notepad Outlook Calendar (online version)   Book Recommendations: Winning the Brain Game by Matthew E. May   Connect with Branden: Website: InnovationExcellence.com and BradenKelley.com LinkedIn: Braden Kelley on LinkedIn Twitter: @innovate Facebook: Innovation Excellence   Thanks again for tuning in! To help out the show: Please leave an iTunes review or post a comment below. Your help is greatly appreciated. If you know any Canadian Innovators whom you like us to feature, please feel free to email us. Listen to more innovators who are crushing it here.   I’m still channeling Gary Vee! Ratings and reviews are my oxygen! Have you seen the new CanInnovate resources & tools page, that provides different offers and discounts. Who doesn’t love to save money? We are a big supporter of Unsplash.com photos. Special thanks to rawpixel

Project Management Office Hours
E11 - Fabrice Allibert from Talaia and Tom Stokes from Workday

Project Management Office Hours

Play Episode Listen Later Jul 19, 2018 59:18


In this episode of Project Management Office Hours, Joe Pusz, PMO Joe has a great discussion with special guests Fabrice Allibert from Talaia OpenPPM and Tom Stokes from Workday. We are also excited to officially announce the partnership between Talaia OpenPPM and THE PMO SQUAD! As the US Partner for Talaia, THE PMO SQUAD will be assisting in the Sales process to US prospects as well as supporting Talaia’s US clients with Professional Services.Joe begins the show discussing the July Phoenix PMI Chapter dinner meeting and the presentation from Special Guest Steven Fullmer. Mr. Fullmer lead an entertaining and thought provoking discussion on how our brain works and what causes “Funnels and Logjams” with our thinking. This is great topic for Project Managers to help us better understand how our teams can be utilized more efficiently.Joe kicks off the Project Management discussion with Fabrice learning more about the Talaia OpenPPM solution and how it differs from other products currently on the market. Talaia OpenPPM is the first PPM tool built according to the PMBOK standard. We also learn Talaia is a mid-tier solution not competing with Enterprise class tools such as Planview and Clarity or Task Management tools such as Asana and Trello. Fabrice responded to a tweet regarding AI in the PPM space. Tom offers many years of perspective and experience working for several leading organizations. He shared with us his key personality traits of a Project Manager. Tom responded also provided a response to a listener tweet asking about Soft skills vs Technical skills. We engaged in a great discussion on debate of Waterfall vs Agile, with some new responses compared to what we’ve heard on previous shows. There are many more topics discussed in this fast moving one hour show!Thank you to our Sponsors, TALAIA and THE PMO SQUAD. TALAIA is a European based PPM Software solution provider which is entering the US market. To sign up for a free 30-day trial and learn more about this PMBOK aligned solution visit – http://en.talaia-openppm.com

Project Management Office Hours
E10 - Miguel Tapasco from Dignity Health, Arizona Care Network and Brian Rensing from Zane Tate

Project Management Office Hours

Play Episode Listen Later Jul 5, 2018 58:18


In this episode of Project Management Office Hours, Joe Pusz, PMO Joe has a great discussion with special guests Miguel Tapasco from Dignity Health – Arizona Care Network and Brian Rensing from Zane Tate. We are also excited to announce this is our 10th live episode of Project Management Office Hours on the Phoenix Business RadioX network!Joe begins the show referencing his own presentation at the Phoenix PMI Chandler June breakfast meeting. Joe discussed how to implement Project Management improvements at the Organizational level to get long-term benefits. By improving your “project management plumbing” organizations build culture and deliver organizational change to consistently deliver projects better and increase the return to the organization. The keys are Actively Engaged Sponsors, Adopting a Culture that embraces Project Management processes, Aligning Projects to Strategy, and implementing a Benefits Realization system.Once we begin the show with Miguel and Brian we learn about the importance of Project Management in their respective careers. Miguel has been within the Healthcare industry for quite some time and he shares his growth through the ranks to his current Project Manager position. As part of his latest role with the Arizona Care Network, Miguel shares the challenges of building a new PMO and integrating with existing processes and culture. Brian shares with us his thoughts on the importance of Project Management to assist organizations in delivering on Strategic initiatives. Also, how all resources should have a basic understanding of Project Management regardless of your role. There are many more topics discussed in this fast moving 1 hour show!Thank you to our Sponsors, TALAIA and THE PMO SQUAD. TALAIA is a European based PPM Software solution provider which is entering the US market. To sign up for a free 30-day trial and learn more about this PMBOK aligned solution visit – http://en.talaia-openppm.comTune in for upcoming shows with Project Management leaders from Dignity Health, Talaia Software, Workday, and many more!

Project Management Office Hours
E6 - Danielle Holbrook Dunn from Pivotal Payments and Dana DiGerolami from THE PMO SQUAD

Project Management Office Hours

Play Episode Listen Later May 3, 2018 58:46


In this episode of Project Management Office Hours, Joe Pusz, PMO Joe previews an upcoming show topic, Project Management in everyday use beyond business boundaries. He provides a tease of future guest Rick Mason and his cross-country cycling trips. Joe also shares how he is using Project Management to help prepare for the 2018 Marine Corps Marathon and fundraising efforts for the Team Red, White, and Blue charity.​During the main segment, Joe discusses current trends and insights in the project management industry with guests Danielle Holbrook Dunn from Pivotal Payments and Dana DiGerolami from THE PMO SQUAD. Danielle details the demands of maintaining adherence to Regulations, such as PCI, within the Payment Processing industry while delivering customer focused projects. She discusses the challenges of balancing expectations between internal stakeholders and customs when managing the Pivotal Payments Corporate PMO Project Portfolio. Both Danielle and Dana add to a deep exchange on the need, value and challenges of selecting the proper Project Management Software solution. Dana explains how using an independent vendor such as THE PMO SQUAD and their PM Software selection toolkit can help navigate through the hundreds of choices PMOs face when selecting a software solution.

Middle Market Thought Leader | Priorities for Growth
192: Why P.E. is Acquiring Patience | Vic Chenoweth, CFO, Planview

Middle Market Thought Leader | Priorities for Growth

Play Episode Listen Later Dec 11, 2017 19:38


CFO Thought Leader
340: Private Equity's Software Crush | Vic Chynoweth, CFO, Planview

CFO Thought Leader

Play Episode Listen Later Nov 5, 2017 29:25


Archaeology Conferences
0041 - GBAC 2016 - Andrew Owens - Aging Mandibular Bison Teeth with ArcGIS

Archaeology Conferences

Play Episode Listen Later Oct 7, 2016 16:05


This presentation presents a non-destructive, empirical and replicable method for aging bison teeth. Tooth eruption, growth, and attrition can document age-at-death, which informs on hunting strategies, occupation seasonality, environmental conditions, and herd health. Previous dentition studies utilize numerous tooth metrics that commonly require specimen-destructive research methods. Also, occlusal wear age estimates rely on subjective wear patterning classifications and figures. We suggest a new approach that provides age profiles by “mapping” occlusal wear with ESRi’s AcrGIS software. Planview mandibular tooth photos from the University of Wyoming’s known-age mandible sample, and well-documented prehistoric samples including the Agate Basin, Hawken, Horner, Glenrock, and Vore sites were captured and georeferenced. Next, GIS polygons were digitized for various occlusal surface features. Digitized GIS shape files were then used to generate various occlusal surface feature areas, and multiple statistical methods were employed that explore relationships between quantified occlusal surfaces and specimen ages.

Global Product Management Talk
TEI 084: Product portfolio management

Global Product Management Talk

Play Episode Listen Later Aug 9, 2016 55:00


Global Product Management Talk is pleased to bring you episode 085 of... The Everyday Innovator with host Chad McAllister, PhD. The podcast is all about helping people involved in innovation and managing products become more successful, grow their careers, and STANDOUT from their peers. About the Episode: Product portfolio management is concerned with selecting the right products to develop, making trade-off decisions, and generally maximizing the value of the product portfolio. It is an important activity in organizations that have more than one product, but it is also an activity that is difficult to learn about. I sought to find an expert who could discuss what is really involved. That expert is Carrie Nauyalis, the NPD Solution Evangelist for Planview. Carrie began her career at Planview implementing portfolio management solutions and training clients around the world. She has the experience and knowledge to know what is involved in product portfolio management. She is also well-versed on many other new product development topics and is an active blogger, public speaker, and guest lecturer. In this interview, you will learn… What portfolio management is,the goals of portfolio management,constructing and managing portfolios, andcommon mistakes you can avoid.

Project Lab
The Future Of Work: Trends 2016 - Project Lab

Project Lab

Play Episode Listen Later Mar 29, 2016 23:49


This is the first episode of Project Lab, a podcast about tools, trends and technology in work collaboration and project management. Hosts Maria Nordborg and Jason Morio discuss in the premiere episode which trends that will have the most impact on how we work in 2016 and beyond: work visualization, agile working, mobility and more. Produced by Planview. Questions, ideas or feedback? Leave us a comment or use #ProjectLab on social media. Visit the Project lab blog: http://blog.projectplace.com/ Try smart project collaboration today. Sign up for a free trial of Projectplace: http://www.projectplace.com/

Global Product Management Talk
PIPELINE The Virtual Conference and Hub for Innovative Product Development

Global Product Management Talk

Play Episode Listen Later Jun 4, 2014 64:00


Carrie Nauyalis, NPD Solution Evangelist at Planview, discusses the upcoming PIPELINE The Virtual Conference and Hub for Innovative Product Development opening June 6. REGISTER http://bit.ly/1pdckLk The PIPELINE Virtual Conference and Hub is an online event platform and resource center bringing you: Actionable strategies that you can apply immediatelyBest practices to speed time to market, strengthen brand positioning, and stay ahead of the competitionThe ability to connect with peers to share insights and lessons learnedAccess to the year-round Product Development & Innovation resource center About Carrie Nauyalis, NPD Solution Evangelist at Planview  Carrie Nauyalis, NPD Solution Evangelist at Planview, is passionate about establishing customer partnerships, developing market positioning, defining field enablement strategies, providing market-based feedback into Planview product development, and being an overall evangelist and thought leader for the Product Development market. She is an active speaker, MBA guest lecturer, blogger, and vlogger on all things Product Portfolio Management, with warm places in her heart for the topics of innovation, Stage-Gate, and Agile. brought to you this week by: Startup Product Academy - Product Management Fundamentals 101: 4 week Summer Intensive, Oakland, CA: http://bit.ly/1px3N3r Choose from 2 sessions: June or July (Tues/Thursdays) Also offered at Tech Liminal, Product Therapy Tuesdays http://bit.ly/1nuwmBy -------------------------------------- Webcast Digest: Daily, curated educational free online events for your continuous learning. @webcastdigest http://bit.ly/1arEtJg

ECT News Network Broadcast
Cloud Efficiency: Different Paths, Same Destination, Read a full podcast transcript at http://briefingsdirect.blogspot.com, or download a copy at http://bit.ly/HBotTG. More podcasts at http://www.briefingsdirect.com. Sponsor: VMware.

ECT News Network Broadcast

Play Episode Listen Later Nov 17, 2013 24:36


Aggressive use of cloud-computing strategies can significantly improve delivery of applications to end users. Healthcare patient-experience improvement provider Press Ganey and project and portfolio management provider Planview are both exploiting cloud efficiencies and agility. Their paths have been different, but the outcomes speak volumes for how cloud transforms businesses.