Podcasts about Strategic planning

What if the new work coming your way is profitable, exciting, and consistent - but you are not sure whether it is a smart pivot or a slow drift away from the business you meant to build?In this episode of The Real Women Real Business Podcast, Shauna Lynn Simon shares a powerful conversation that came out of a recent Real Women Real Business Mastery Program group coaching call. When one service-based business owner realized the work she originally built her business around had gone quiet, while a different kind of work was gaining traction, it sparked an important question: should she lean into the demand or pause first?Shauna Lynn walks listeners through a three-part gut check to help business owners decide whether a new direction is aligned, strategic, and worth building around. She explains the difference between responding to the market and being led by the market, why money cannot be the only reason to pivot, and how to update a business vision without abandoning it.Listeners will walk away with a clear decision-making filter for pivots, offers, market demand, and business growth.Timestamps:(01:50) - (04:14) - Why business owners need intentional gut checks before changing direction(04:15) - (08:57) - The difference between responding to the market and being led by it(08:58) - (13:35) - Gut check one: would you still choose this work if money did not matter?(13:36) - (18:09) - Gut check two: does this new direction align with your business vision?(18:10) - (25:15) - Gut check three: do you need to update your vision or treat this as a detour?(25:16) - (30:35) - How to follow demand with intention and stay in control of your business growthResources:Book Your FREE Coaching Assessment Call with Shauna Lynn: https://www.aboutshaunalynn.com/coachmeLearn more about the show: AboutShaunaLynn.com/podcastLearn more about the Real Women Real Business Mastery Program: https://realwomenrealbusiness.com

Do you ever tell yourself you'll wear the swimsuit, get in the family photo, or finally enjoy the beach after you lose weight?If so, you're not alone—and your body may not be the real obstacle.In this episode, Dr. Stacy explores why so many women struggle with body confidence during summer and introduces one of her favorite behavior-change tools: the thought ladder.You'll learn why trying to jump from self-criticism to self-love often doesn't work, how automatic thoughts shape emotions and behaviors, and why a simple, believable next thought can make all the difference.Most importantly, you'll discover why participation doesn't have to wait until confidence arrives.In this episode you'll learn:Why the swimsuit usually isn't the real problemHow automatic thoughts influence emotions and behaviorWhy positive affirmations often feel fakeHow to use a thought ladder to create believable changeWhy participation builds confidence—not the other way aroundOne simple exercise you can try this summerIf you'd like coaching and support as you practice these mindset shifts in real life, join us inside Lifestyle Support Monthly, where we take these concepts beyond awareness and into sustainable implementation.www.sugarfreemd.com/LSMFree 2-Pound Plan Call!Want to jump start your weight loss? Schedule a free call where Dr. Stacy Heimburger will work with you to create a personalized plan to lose 2 pounds in one week, factoring in your unique circumstances, challenges, and aspirations. Schedule now! www.sugarfreemd.com/2poundThis episode was produced by The Podcast Teacher: www.ThePodcastTeacher.com.

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.In this rewind of a popular episode, Evon welcomes Dr. Chad Fleming back to The Optometry Money Podcast. Dr. Fleming shares his experiences with strategic planning and explains how setting aside time to work on the business through a strategic planning week has helped him scale his practice operations. They discuss how private practice owners can improve leadership, reduce chaos, and increase profitability through intentional planning.Evon and Dr. Fleming dive into the nuts and bolts of what a strategic planning week entails, how to execute it, and why it's essential to long-term business success.In This Episode:What's the difference between growth and scale for optometry practices?The concept of working on vs. in your business and why stepping away is crucial.What happens to a practice and the owner when there's no intentional planning time.How Dr. Fleming's annual strategic week helped him plan, lead, and reduce turnover.Practical advice on creating a productive planning getaway—from choosing a location to preparing resources.Measuring and implementing your strategic ideas when you return to the practice.Episode Highlights:[00:04:40] Scaling vs. growth: defining both for practice owners[00:06:10] Working on your business versus working in it: practical examples[00:18:22] Dr. Fleming's annual strategic planning getaway explained[00:23:05] How to prepare and gather your thoughts for a productive planning session[00:35:00] Tracking key performance indicators (KPIs) to measure success[00:40:06] Exciting opportunities in the future of private practice optometryResources:Contact Dr. Chad Fleming: Email him at chad@pipgpo.comLinkedIn: Connect with Dr. Fleming on LinkedInPast Podcast Episodes: Check out more episodes with Dr. Fleming in our podcast archive:Ep. 118: Adding Private Label to Improve Margins Without Compromising Quality with Dr. Chad FlemingEp. 17: Assessing the Health of Your Optometry Practice with Dr. Chad FlemingEp. 6: Navigating Associate Contracts, Practice Ownership, and Partnerships with Dr. Chad FlemingConnect With Us:For more podcast episodes, blog articles, and optometry-specific financial resources, visit www.optometrywealth.com.To learn more about working with Evon and the team at Optometry Wealth Advisors, CLICK HERE to schedule a free consultation.The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide. 

The Government of Saint Lucia is strengthening its capacity for strategic, evidence-based decision-making through a week-long Strategic Policy Planning Workshop designed to equip public officers with the knowledge and tools to develop, implement and monitor national policies that deliver measurable results.

In today's episode of Building the Premier Accounting Firm, Roger Knecht and guest Matt Granados discuss how accounting firm owners can move beyond basic efficiency to reach true effectiveness. They explore how setting clear client expectations and implementing structured planning systems help reduce burnout and improve profitability. In This Episode: 00:00 Efficiency vs Effectiveness in Accounting 03:50 Managing Expectations and Client Satisfaction 07:13 Bridging Intention and Execution 12:24 Evolution of Leadership Styles 17:24 Creating Margin and Optimal Performance 23:29 Strategic Planning for Success 27:33 Combating Burnout Through Systems 33:49 Closing Insights and Resources Key Takeaways: Differentiate between efficiency (speed) and effectiveness (quality) to provide better client outcomes. Set clear, professional expectations with clients early in the onboarding process to manage workloads and maintain boundaries. Prioritize personal and organizational margin to ensure you are prepared for unexpected business or life challenges. Shift your leadership style from a "drill sergeant" to an "architect" to help your team perform optimally. Featured Quotes: "Efficient is based on speed. Effective is based on quality of the outcome." — Matt Granados "No one accidentally becomes fulfilled. I've seen people accidentally become rich. I've seen people accidentally become successful, but I've never seen someone be accidentally fulfilled." — Matt Granados "The most successful people I work with have a system and solution before they need it." — Matt Granados Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: This is a monthly group coaching call to help high performers level up to optimal performance. community.lifepulseinc.com Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777.  And know that if it's about accounting, it's Universal.

Send us a MessageIn this episode of Culture Change RX, Sue welcomes back Doug Morse, Principal of Strategic Planning at Capstone Leadership Solutions, for a conversation about a different approach to strategy.Rather than trying to be slightly better than the hospital down the road, Doug challenges organizations to ask a much bigger question:What unique value can only your organization provide?Together, Sue and Doug explore why differentiation isn't enough, why rural hospitals must identify their unique value, and how strategic clarity creates the focus, alignment, and momentum needed for long-term success.The conversation also introduces one of Doug's most powerful questions:"What are you willing to promise your patients?"For leaders feeling overwhelmed by competing priorities, long to-do lists, and initiative fatigue, this episode offers a refreshing perspective on strategy, execution, and the future of rural healthcare.Doug's past podcast episodes:Growth and Culture Accelerators:  Nimble Planning and Continuous LearningClarity Over Chaos: Making Strategy Work in Rural HealthcareConnect with Doug:Doug@CapstoneLeadership.netDoug's LinkedIn[FREE Webinar] A 5-Step Approach to Achieving Nursing Excellence in Rural Hospitals:  Aug 11 at Noon ETMany rural hospitals need a proven approach for creating and sustaining nursing excellence. Join Capstone for a special 1-hour webinar where we will overview our proven 5-step approach for achieving nursing care improvements that take hold and last.Register here: https://capstoneleadership-net.zoom.us/meeting/register/gCRrqIc2QeK7mj-1gzIJsgHi! I'm Sue Tetzlaff. I'm a culture and execution strategist for small and rural healthcare organizations - helping them to be the provider and employer-of-choice so they can keep care local and margins strong.For decades, I've worked with healthcare organizations to navigate the people-side of healthcare, the part that can make or break your results. What I've learned is this: culture is not a soft thing. It's the hardest thing, and it determines everything.When you're ready to take your culture to the next level, here are three ways I can help you:1. Listen to the Culture Change RX PodcastEvery week, I share conversations with leaders who are transforming healthcare workplaces and strategies for keeping teams engaged, patients loyal, and margins healthy. 2. Subscribe to our Email NewsletterGet practical tips, frameworks, and leadership tools delivered right to your inbox—plus exclusive content you won't find on the podcast.

Episode 376: Who Should Be Part of Your Strategic Planning Process? (Renee Rubin Ross)Episode SummaryToo many strategic plans end up gathering dust on a shelf, or worse, frustrating the very people who were left out of building them. In this episode, Renee Rubin Ross, Ph.D., Founder of The Ross Collective and author of the new book Inclusive Strategic Planning, makes the case that who you involve in planning matters just as much as the plan itself. Drawing on more than twenty planning processes, she walks through her five-step spiral, kickoff, discovery, prioritization, planning, and implementation, and introduces a simple framework for deciding who belongs in the room: deciders, builders, and sharers. Renee explains how to know whether your organization is even ready to plan, how to scale the work up or down when capacity and funding feel shaky, and how to keep a plan alive through consistent communication and disciplined implementation. Nonprofit leaders will come away with a practical, inclusive approach that turns planning into a source of energy, alignment, and focus rather than another document destined for the shelf.About ReneeDr. Renee Rubin Ross is a recognized leader in board and organizational development and strategy, and the founder of The Ross Collective, a consulting firm that designs and leads inclusive, participatory processes for social sector boards and staff. Committed to racial equity in the nonprofit sector, she guides leaders and organizations through strategic plans and governance processes that deepen social change, racial justice, engagement, and community strength. Renee is the author of Inclusive Strategic Planning: A Five-Step Process to Expand Energy, Alignment, and Opportunity. She also directs the Nonprofit Management Certificate program at Cal State University East Bay, where she teaches strategic planning and board development. A past board member of the Alliance for Nonprofit Management and a member of the Technology of Participation facilitators' network, she earned her doctorate in education and Jewish studies from New York University, where her research explored parent participation in schools. She lives in Northern California.ResourcesListen to the episode: www.armstrongmcguire.com/podcastsConnect with Renee on LinkedIn: linkedin.com/in/reneerubinrossThe Ross Collective: therosscollective.comInclusive Strategic Planning: A Five-Step Process to Expand Energy, Alignment, and OpportunityBook recommendation: My Grandmother's Hands by Resmaa MenakemCal State University East Bay Nonprofit Management Certificate programFollow Your Path to Nonprofit Leadership, and please leave a review! Learn more about the leadership resources at ArmstrongMcGuire.com

Who really enjoys summer?It's probably not the woman with the perfect body, the cleanest diet, or the most organized planner.In this episode, Dr. Stacy explores a different possibility: maybe the women who enjoy summer the most are simply the ones who participate in it.If you're the family planner, vacation coordinator, camp organizer, snack manager, and logistics department all rolled into one, this episode is for you.You'll learn why capable women often slip into the role of managing everyone else's experiences—and how that can quietly keep you from experiencing your own.You'll also hear several reflective questions designed to help you create a more meaningful summer without chasing perfection.In this episode you'll learn:Why capable women often become the family "operations team"The hidden cost of always being the plannerWhy usefulness and presence are differentFour questions that can reshape the rest of your summerOne simple action to help you create memories you'll actually experienceIf you're looking for a summer that feels meaningful—not just productive—this episode is for you.Free 2-Pound Plan Call!Want to jump start your weight loss? Schedule a free call where Dr. Stacy Heimburger will work with you to create a personalized plan to lose 2 pounds in one week, factoring in your unique circumstances, challenges, and aspirations. Schedule now! www.sugarfreemd.com/2poundThis episode was produced by The Podcast Teacher: www.ThePodcastTeacher.com.

Have you ever found yourself saying:I'll go on the trip when I lose weight.I'll get in pictures when I feel better about my body.I'll wear that outfit someday.Maybe next summer.If so, this episode is for you.Many women unknowingly put their lives on hold while waiting for their bodies to change. In this episode, Dr. Stacy explores how body shame creates avoidance, why summer often magnifies these feelings, and how delaying participation can quietly steal years of experiences, memories, and connection.This is not an episode about forced body positivity.It's about recognizing that your life is happening now.You'll learn why the brain uses avoidance to reduce discomfort, how the belief that you must "earn" participation keeps you stuck, and one small way to begin showing up for your life today.In This Episode:Why summer can trigger body-image strugglesHow shame creates avoidance behaviorsThe hidden cost of waiting until you lose weightWhy participation is not something you earnOne simple exercise to help you stop postponing your lifeReady for deeper support?Inside Lifestyle Support Monthly, we help women build sustainable habits, strengthen self-trust, and learn how to keep showing up for themselves even when life gets messy.Join us here: https://sugarfreemd.com/LSMFree 2-Pound Plan Call!Want to jump start your weight loss? Schedule a free call where Dr. Stacy Heimburger will work with you to create a personalized plan to lose 2 pounds in one week, factoring in your unique circumstances, challenges, and aspirations. Schedule now! www.sugarfreemd.com/2poundThis episode was produced by The Podcast Teacher.

Show Notes/Brief Summary/Blog Post:In this insightful interview, Kim Dully discusses the importance of study skills, strategic planning, and fostering a growth mindset with Susan Ison and Bethany Wade Pinos. They explore the history of the Victus Study Skills System, the impact of technology on learning, and practical strategies for parents and educators to help students succeed in life and academics. In this inspiring conversation, experts discuss the importance of strategic planning in life, fostering independence in children, and the power of hope. They share personal stories, practical strategies, and insights on how to build confidence, develop life skills, and nurture a hopeful outlook for the future.Chapters:00:00 Introduction to the Victus Study Skills System03:13 The Evolution of Study Skills06:12 The Impact of Technology on Learning09:44 Personal Journeys and Educational Paths12:45 Strategic Planning in Education16:53 Life Skills and Future Vision19:22 Implementing Victa in Homeschooling23:49 Reinforcement and Habit Formation27:52 Overcoming Fear and Embracing Change28:57 Identifying Personal Priorities30:44 Understanding Individual Strengths and Learning Styles01:04:09 The Value of Vocational Education01:06:13 Redefining Success Beyond Traditional Education01:09:28 The Importance of Life Skills and Critical Thinking01:12:18 Empowerment Through Strategic Thinking01:14:16 The Role of Environment in Shaping Mindsets01:18:21 Encouraging Independence in Children01:22:02 Navigating Educational Resources and Support01:24:13 Success Stories and Positive Feedback01:28:32 Curriculum Structure and Age Recommendations01:31:24 Teaching Processes and Building Confidence01:37:42 The Meaning of Hope in Education01:45:10 We Have Hope Kim Outro.mp3Episode Highlights:History of the Victus Study Skills SystemImpact of AI and technology on learningTeaching life skills and strategic planningThe importance of mindset and vision for success strategic planning for personal developmentFostering independence in childrenThe importance of hope and trust in lifeRepetition as a learning toolBuilding confidence through process understandingAction Items:Reflect on your life purpose and prioritiesPractice repetition to reinforce learningEncourage children to explore their passionsUse positive feedback to build confidenceDevelop a strategic plan for personal growthMore on Victus Study Skills System:Facebook: https://www.facebook.com/VictusStudySkillsSystemSusan Ison LinkedIn: https://www.linkedin.com/in/susan-ison-71b01836/Bethany Wade Pinos LinkedIn: https://www.linkedin.com/in/bethany-wade-pinos-30517b176/Victus Study Skills System - https://studyskillssystem.org/about/HOPE Scholarship Program - https://hopescholarshipwv.gov/More on Love Your School/Links Mentioned in Episode:Visit Our Show Notes Page HERE!Questions? Email Us! kim@loveyourschool.org www.loveyourschool.orgVisit our Facebook HERE!Visit our Instagram HERE!This show has been produced by Love Your School WV.

Artificial intelligence is rapidly reshaping how credit unions operate, communicate, and plan for the future. In this episode of C.U. On The Show, Doug English sits down with Jeremy Wood, Chief Strategy Officer at Innovations FCU, and AI strategist Kirk Drake to discuss how AI is beginning to transform board meetings, strategic planning, policy development, financial analysis, and day-to-day operations. Artificial intelligence is becoming an increasingly important topic for credit union leaders, boards, and executives. While AI continues to evolve, many organizations are already exploring ways to use it to improve efficiency, support decision-making, and enhance communication across the organization. In thisepisode of C.U. On The Show, Doug English sits down with Jeremy Wood, Chief Strategy Officer at Innovations FCU, and AI strategist Kirk Drake to discuss how their organizations are approaching AI adoption. Their conversation covers practical use cases, lessons learned, governance considerations, andstrategies for helping teams learn and adapt responsibly. Whether you're a board member, executive, or department leader, this discussion offers valuable insights into how AI can support organizational effectiveness while maintaining appropriate human oversight.Watch the video version of this episode: https://youtu.be/0c4Zsi8QjLERead the episode summary here: Email doug@act-advisors.com with any inquiries.The guests on today's show are not affiliated with or endorsed by ACT Advisors, LLC and their opinions are their own. ACT Advisors did not provide cash or non-cash compensation for their participation. ACT Advisors, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This content is provided for informational purposes only and is not investment, legal, or tax advice.

What if watching your competitors is not giving you clarity - but quietly pulling you away from your own business vision?In this episode of The Real Women Real Business Podcast, Shauna Lynn Simon explores the fine line between healthy competitor awareness and toxic comparison. For many service-based entrepreneurs, especially in industries like home staging, interior design, consulting, and coaching, it can feel like everyone is watching everyone. But when competitor research turns into obsession, it can lead to reactive decisions, scattered offers, pricing doubts, and a business that no longer feels aligned.Shauna Lynn breaks down how to learn from others without copying them, why online success is often just a highlight reel, and how to use your own vision, values, differentiators, and client experience as the filter for business decisions.Listeners will walk away with a healthier way to view competitors, stronger questions to ask about their own business, and a reminder that standing out often comes from leaning further into what already makes them different.Timestamps:(01:49) - (06:20) - Why competitor watching is normal, but can quickly become unhealthy(06:21) - (10:36) - The difference between market awareness and competitor obsession(10:37) - (17:22) - Why online success is often a highlight reel, not the full business story(17:23) - (24:15) - How comparison weakens your instincts and disconnects you from your vision(24:16) - (28:43) - Using competitors to clarify your differentiators instead of copying their offers(28:44) - (31:40) - Building from clarity, confidence, and your own version of successResources:Book Your FREE Coaching Assessment Call with Shauna Lynn: https://www.aboutshaunalynn.com/coachmeLearn more about the show: AboutShaunaLynn.com/podcast

In this episode of The Community Bank Podcast, Caleb Stevens sits down with attorney Mark Kanaly to explore the fundamentals of effective strategic planning for community banks. They discuss how strong leadership, clear alignment, and thoughtful preparation can turn strategy from a one-time exercise into a living, actionable roadmap. Mark shares practical insights on fostering collaboration, avoiding common pitfalls like over-dominating voices, and ensuring teams stay disciplined in execution.    Click Here to Book a Free Strategy Call.   The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees. SouthState Bank, N.A. - Member FDIC

Strategic planning for nonprofits is more than just a buzzword. It's the foundation that helps organizations clarify their mission, set achievable goals, and measure progress. Without it, even the most passionate teams can find themselves drifting or overwhelmed by day-to-day challenges.

Do you keep telling yourself you'll get back on track when life calms down? In this episode of Weight Loss Made Simple, Dr. Stacy explains why waiting for the perfect schedule, more motivation, or a quieter season keeps so many women stuck in start-over cycles. You'll learn why consistency feels fragile when it depends on controlled conditions—and how to begin shifting toward adaptability instead.Inside Lifestyle Support Monthly, we're building the real-life systems that help you stay connected to yourself when routines change. Join us here: https://sugarfreemd.com/LSMFree 2-Pound Plan Call!Want to jump start your weight loss? Schedule a free call where Dr. Stacy Heimburger will work with you to create a personalized plan to lose 2 pounds in one week, factoring in your unique circumstances, challenges, and aspirations. Schedule now! www.sugarfreemd.com/2poundThis episode was produced by The Podcast Teacher.

In this episode of the Sargent: On Track Podcast, President & CEO Eric Ritchie is joined by VP of Finance & CFO Tasha Gardner in the Flywheel Studio to wrap up the series, answering questions submitted by employee-owners at the all-employee meetings. In a “lightning-round” format, Eric and Tasha cover the company's strategic planning efforts, including the completion of the first phase of a five-year roadmap focused on building the bench, growing people and capabilities across both regions, and keeping safety woven into everything the company does. The two dig into how New England and the Mid-Atlantic are stronger together, with each region's diversity of skills and geography serving as one of the company's greatest assets. With special guest Board Chair Herb Sargent, the conversation also dives into employee-owner questions about business transparency and the legal reasons certain acquisition details can't be shared. Herb also weighs in on the age-old staffing challenge, shares a piece of company history, and reminds everyone that this company was never built on perfection — just doing what you can, with what you've got, every day.If you liked this week's episode and are interested in becoming an Employee-Owner at Sargent, please visit our careers page on the Sargent website.https://sargent.us/apply/If you have an episode suggestion, please send your idea to:sbennage@sargent.us

HEY HI HELLO!

What if the patient never noticed the merger at all? For Matt Staub, that's not a failure — it's the goal. In this episode, Your Health CEO Matt Staub sits down with Jamie to talk through the company's merger with TCPA and Providence Care — a move that brings together similar footprints in primary care, palliative, hospice, skilled nursing, and assisted living across South Carolina and Georgia. As a 23-year healthcare veteran going through his first merger, Matt is candid about the tedious due-diligence "earnest money" phase, the EMR transitions ahead, and why he refuses to let "what could go wrong" crowd out "what could go right." You'll hear: Why "mass moves mass" — and what scale actually buys patients in care management and data analytics How Your Health breaks 50,000 patients into groups, teams, and "hubs" so no one falls through the cracks The "change is hard" philosophy and the discipline of productive (not just effective) communication How the spirit of agape — godly love — still threads through a company that's evolved far past its original name What success looks like in six months: patient retention, mission and margin If you lead through change — or live through it — this one will reframe how you think about getting bigger without losing what made you matter.

Dive into the crucial yet often overlooked elements of weight loss: sleep and hydration. Dr. Stacy Heimburger delves into the science behind how quality sleep and proper hydration can significantly impact your weight loss journey. Learn practical tips to improve sleep quality, manage stress, and stay hydrated throughout the day. Discover the secrets to maximizing weight loss success through mindful planning and self-care. Join us on Weight Loss Made Simple to unlock the key to achieving your weight loss goals.Free 2-Pound Plan Call!Want to jump start your weight loss? Schedule a free call where Dr. Stacy Heimburger will work with you to create a personalized plan to lose 2 pounds in one week, factoring in your unique circumstances, challenges, and aspirations. Schedule now! www.sugarfreemd.com/2poundThis episode was produced by The Podcast Teacher.

What if the reason most nonprofit strategic plans fail isn't the strategy itself, but the process behind it?In this week's episode of Nonprofit Nation, Julia sits down with nonprofit consultant, educator, and author Renee Rubin Ross to explore what it truly means to create an inclusive strategic planning process. Drawing from her new book, Inclusive Strategic Planning for Nonprofits, Renee shares why traditional top-down planning often falls short and how organizations can create plans that people actually believe in, support, and implement.Together, they discuss: ✨ Why inclusive planning leads to stronger alignment and better outcomes ✨ The dangers of performative inclusion in nonprofit leadership ✨ How to authentically engage staff, boards, and stakeholders ✨ The difference between strategy that sits on a shelf vs. strategy that drives action ✨ Practical ways small nonprofits can embrace inclusive planning approachesWhether your organization is preparing for a new strategic plan or struggling to implement an existing one, this episode offers thoughtful guidance for building a process that energizes teams instead of exhausting them.

In this episode Laura visits Cardiff to see what the Welsh capital city is doing for cycling and making the city greener and more resilient in the face of extreme weather. In 2015 Greener Grangetown was completed a city centre project to improve water management and reduce huge volumes of water being transported to water processing plants, and to improve flood resilience. 12 Victorian streets were transformed, and the UK's first cycle street was built, with more than 100 trees planted, safer junctions and improved pavements.In 2019, the Senedd, the devolved government of Wales, enacted legislation to mandate flood management measures on any construction that impacts an area of 100m2 or more. This means developers have to include natural water management measures, like SuDS - sustainable drainage systems - which are highly technical planted areas, which sit alongside roads, cycle routes and pavements. Since then, it is understood that thousands of housing developments have been impacted. The result in Cardiff is an increasingly green city - but it all takes money and time to implement, and progress on Cardiff's cycle network is not as fast as campaigners would like.Laura talks to, in orderSimon Dooley, Team Leader - Flood and Coastal Risk Management at Cardiff Council.Cllr Dan De'Ath, Cardiff Cabinet Member for Climate Change, Strategic Planning & Transport,Daffydd Trystan, newly-elected Cabinet Minister for Government Effectiveness and the Constitution and Member of the Senedd (MS)Hamish Belding, of FRideDays Bike Bus project coordinatorLinks:Wales' sustainable drainage legislation, which came into effect in 2019, and how Welsh councils can apply them.And English standards, which aren't mandatoryAbout Cardiff's Dock Feeder Canal projectCastle Street in the city centre is Cardiff's latest cycleway with rain gardens.Greener Grangetown was 108 rain gardens removing 40,000m3 volume of surface water from the combined sewer system.Wood Street by the Principality Stadium is 16 rain gardens, 15 tree pits - removing 6,800 m2 of impermeable area from the combined sewer.The Existing and future network of cycle routes in Cardiff is shown in the Active Travel Network Map which can be viewed on DataMapWales by following this link - Active Travel Network Maps | DataMapWales. The ATNM is currently being updated, and a new version will be submitted to Welsh Ministers in December 2026 and will then be republished via the link.For ad-free listening, behind-the-scenes and bonus content and to help support the podcast - head to (https://www.patreon.com/StreetsAheadPodcast). We'll even send you some stickers! We're also on Bluesky and welcome your feedback on our episode: https://bsky.app/profile/podstreetsahead.bsky.social Hosted on Acast. See acast.com/privacy for more information.

The Guys are back to hear more from Kevin Ivey, a local boy of sorts who rose in the ranks from minimum wage editor/reporter at CNN to VP of Strategic Planning and Advanced Projects (or something even cooler than that.) In part 2 of Robbie's interview with Kevin, listeners get the inside scoop on Fidel Castro, who in turn gives his own inside scoop.  From Meridian, MS to Ted Turner's box at Braves Stadium, it's an interview not to be missed.   Art and Jay did get to come in and share their Geeks, though they may soon be replaced by Stan Lee.  Spider-Noir is out and Jay likes what he sees so far.  Robbie is looking forward to the new Spider Man movie, and is also thankful Tom Holland didn't get to pick the title.  Come for the “Ivey Interview” part 2, stay for spider news!

In this episode of Inner Edison Podcast, Ed Parcaut sits down with Mike Jesowshek for a practical conversation about small business taxes, proactive planning, and the financial mistakes that keep entrepreneurs stuck. Mike explains why most business owners think about taxes too late, why tax prep is not the same as tax planning, and how better bookkeeping, better structure, and better strategy can legally reduce what a business owner owes. He also shares how his own path started in online marketing and finance before evolving into bookkeeping, accounting, and ultimately a stronger focus on tax planning for entrepreneurs. The conversation covers LLCs versus S corporations, the role of bookkeepers, CPAs, and fractional CFOs, the difference between filing returns and building strategy, and why too many business owners rely on reactive advice instead of planning ahead. This is a strong episode for entrepreneurs who want more clarity, more control, and fewer tax surprises. *Contact Ed Parcaut:** -

Reflections from host Sarah Olivieri ... Strategic Planning as a Rhythm Most nonprofits I talk to are not avoiding strategic planning because they don't believe in it. They're avoiding it because the process is heavy, the resulting document is long and hard to act on, and six months later it feels out of date. So they wait. They wait until something forces the conversation. A new executive director. A board crisis. A funder asking for it. By the time planning starts, the stakes feel enormous, the calendar feels short, and the team feels exhausted before the first meeting. They waited so long, planning is an extra activity that requires planning to plan. The plan that comes out of that environment is almost always too rigid, too future-locked, and too disconnected from the work people are actually doing. This is the structural pattern. Strategic planning for nonprofits gets framed as an event. A rare event. Rare things carry pressure. Pressure makes the process worse, which confirms everyone's belief that planning is painful, which makes the next planning cycle even longer to start. The whole loop is fixable. The fix is not a better planning process but a better planning rhythm. A recent podcast interview with Sophia Shaw left me thinking not just about how to do strategic planning well, but what actually creates staying power in a strategic plan.  A Plan as a Compass, Not a Roadmap The mental model most nonprofits inherited for strategic planning is the roadmap. You start here. You end there. You draw the route. You follow it. A roadmap is built for a destination that is completely knowable and a route that is predictable. But most nonprofits are can't follow a predictable route to well known destination. Most nonprofits are pioneering, forging a path to an imagined, but not fully knowable destination.  When pioneering, a compass is much more useful. A compass is different. A compass tells you the direction. It does not tell you the exact route. When the terrain changes, you keep the direction and find or create a new path. The plan still works, because the plan was never about the path. It was about where you're trying to go. In short: A roadmap locks in the route. A compass locks in the direction. Nonprofit terrain changes constantly. Your plan has to be built for that. The work of planning is choosing the direction clearly enough that you can re-route without losing it. When the plan is a compass, leaders stop being afraid of being "wrong." They stop avoiding planning out of fear that they'll commit to something they regret. The plan becomes a tool, not a verdict. Cadence Determines Whether the Plan Is Real Here's the part most planning processes get wrong. They treat the plan as the product. The truth is, the cadence of revisiting the plan is the product. A beautiful 40-page plan that gets opened once a year does less work than a one-page plan that gets revisited every two months. In my own work with organizations, I built a system where staff lead strategic planning every two months. Once a team has done it three or four times, "planning to plan" stops being a thing. The stakes are low. The plan is alive. Course corrections happen in real time, not in a year-end crisis.   Planning becomes a rhythm of re-orienting and re-confirming or refining the path and the destination.  This is what separates a plan that aligns the organization from a plan that sits on a shelf. The plan isn't the product. The cadence is. Short, frequent planning cycles lower the stakes and raise the quality. When planning is a habit, course correction is a small move, not a crisis. The organizations that get value from strategic planning are not the ones with the best document. They're the ones with the shortest distance between "something changed" and "we updated the plan." Short-Term Plans Are Healing for Teams in Crisis There's a specific moment when a six-month or one-year plan does more work than a three-year one. That moment is when an organization is operating without sufficient resources. When people are working in an underresourced environment, asking them to make a long term plan just adds load to an already-overloaded nervous system. A short-term plan does the opposite. It says: here is what we are doing in the next six months, here is what we are not doing, here is how we'll know we did it. That clarity stabilizes the team. The longer-horizon planning can come later, after the stabilization holds. I think of it like getting off a tiki raft. If you're on a small raft in the open ocean, the first goal is not the destination. The first goal is getting on a bigger boat. Everything about reaching a destination feels different once you're on the bigger boat. A short-term plan focused on capacity building, is the plan to get on a bigger boat. This is not a compromise. It is the right tool for the moment. The Plan Is Also the Fundraising Story A lot of nonprofits separate the planning conversation from the fundraising conversation. The planning team meets. The development team meets. The two outputs get stitched together later. This is backwards. The plan is the fundraising story. Donors are not funding programs in the abstract. They're funding a direction. They're funding the answer to "where is this organization going and how will I know if you got there?" If the board chair on one end of the table and the executive director on the other end whisper different answers to that question, no amount of donor stewardship will close the gap. I have watched organizations get major unrestricted gifts almost casually, after the leader simply got clear on the direction and started saying it out loud. One conversation about the vision, one week later, a letter for $100,000 a year for three years. That was not a fundraising win. That was an alignment win, with a check attached. Donors fund direction, not activity. Misalignment between the board and the executive director is a fundraising leak. Clarity at the plan level shows up as ease at the donor level. When the plan is clear and the team is aligned, fundraising stops feeling like persuasion. It feels like an invitation. Gathering the Data Should Not Be A Part of the Planning Process One thing that makes frequent planning hard to imagine for many folks is that they have been told that in order to generate a great plan, they need to gather data from stakeholders: the community, the team, the board, etc. This makes the process of planning very laborious, but there's something even more important going on here, and this should have your alarms going off like crazy. The fact that this data collection needs to happen for strategic planning means that data collection is not happening as a regular part of identifying whether or not programs are running as well as they can. It means that conversations and other forms of data collection to understand what the community needs and what donors want to support and what makes them feel invested are not a routine part of operating. This is a problem in how many non-profits operate: collecting data about the impacts of your programs collecting data about the needs of the people you serve collecting data about how your donors are responding and how to communicate with them better These should be part of daily operations, just like bookkeeping. Yes, strategic planning is a time to review data and analyze trends to inform decision making, but if you don't already have this data being collected as a regular part of operating, then your plan should include increasing your capacity so that you begin doing that. What Shifts When You Treat Planning as a Rhythm When leaders stop seeing planning as an event and start running it as a rhythm, several things change at once. What shifts: Planning stops being scary, because no single planning session is high-stakes. The plan stops being a document and starts being a tool the team actually uses. The board moves up to governance and out of operations. Fundraising gets easier, because the story is already clear. The executive director stops being the single point of strategic memory. None of this requires a heavier process. It requires a lighter, more frequent one. About the Guest Sophia Shaw is my guest for this episode. Sophia is the co-founder of PlanPerfect, an expert-powered, AI-assisted software tool helping small- and mid-sized nonprofits create, review, implement, track, and report on strategic plans. With decades of experience as a successful nonprofit CEO, trustee, board president, donor, volunteer, consultant, and professor of social impact. Sophia has a deep understanding of how to maximize the power of a nonprofit. Connect with Sophia: Website - https://www.planperfect.co LinkedIn - https://www.linkedin.com/company/planperfect/ Facebook - https://www.facebook.com/people/PlanPerfect/61571149295408/ Instagram - https://www.instagram.com/planperfect_strategy/ Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

Have your routines started feeling harder lately?Maybe your workouts feel inconsistent. Maybe your eating is less structured. Maybe you're staying up later, sleeping differently, and wondering why the habits that felt automatic a few weeks ago suddenly feel so difficult.Before you assume you've lost motivation or discipline, consider this:What if the conditions changed?In this episode, Dr. Stacy Heimburger explores why summer often disrupts consistency—not because you're failing, but because schedules, cues, routines, and energy rhythms naturally shift during this season.You'll learn:Why habits depend more on environmental structure than motivationHow summer changes the cues that support consistencyThe role of sleep, hydration, stress, and overstimulationWhy flexibility is more valuable than perfectionOne simple way to identify where your system needs adjustingIf you've been feeling frustrated by your summer routine, this episode will help you replace self-criticism with curiosity and create a more realistic path forward.Ready for More Support?Inside Lifestyle Support Monthly, we're building practical summer systems that work in real life—not perfect life.Join us here:https://sugarfreemd.com/LSMFree 2-Pound Plan Call!Want to jump start your weight loss? Schedule a free call where Dr. Stacy Heimburger will work with you to create a personalized plan to lose 2 pounds in one week, factoring in your unique circumstances, challenges, and aspirations. Schedule now! www.sugarfreemd.com/2poundThis episode was produced by The Podcast Teacher: www.ThePodcastTeacher.com.

Keeping the breed moving forward, guided by the membership — that's the role of the American Angus Association Board of Directors. The group met this week to: Review fiscal year trends in fiscal numbers and program enrollments  Address member feedback on everything from amplifying the Pathfinder® program to a rule change for donor dams  Adopt an updated tissue sample archival policy   Get updates on the following research projects: $B validation, cow efficiency, bovine congestive heart failure (BCHF) studies and haplotype Approve a three-year long-range plan for Angus Genetics Inc.  Discuss the increases inflation and price hikes have had on the long-term profitability of the Angus Journal®  Learn more about the Certified Angus Beef ® supply challenges and strength in demand  Discuss the Angus Foundation opportunities and planning for the future  This conversation gives you an inside look at discussions around the board table, including decisions that were made and how the Board arrived at them.  HOSTS: Miranda Reiman and Mark McCully GUESTS:  Jim Brinkley, 2026 president and chairman, has served on the American Angus Association Board of Directors for the past seven years. Along with their children, Crystal and Justin, Brinkley and his wife, Sherry, own 1,300 acres and 400 registered Angus cattle at Brinkley Angus Ranch (BAR) near Milan, Mo. Paul Bennett manages Knoll Crest Farm, Inc., a four-generation seedstock operation, near Red House, Va. Bennett's grandfather, Paul D. Bennett, established a registered cow herd in 1944, and the family transitioned the farm from a typical southside-Virginia tobacco, livestock and crop farm to a beef seedstock operation in the 1980s. Today, Knoll Crest is operated by the team of brothers — Jim, Brian and Paul — along with Paul's nephew, Dalton. Bennett and his wife, Tracy, have two children, Scott and Sarah, and four grandchildren.  Alan Mead is a third-generation Angus breeder from Barnett, Mo. After completing his undergraduate degree, medical school and his residency, Mead returned to the area in 1994 as a board-certified anesthesiologist practitioner, serving his local community while harboring a new vision for Mead Farms. The farm has grown to more than 7,000 acres and close to 1,500 registered Angus cows in addition to Charolais, Hereford and Red Angus cattle. Mead has two daughters who are actively working as the fourth generation of Mead Farms.    RELATED READING: President's Letter Angus Genetics Inc. research projects Brand Production Beyond Borders  Don't miss news in the Angus breed. Visit www.AngusJournal.net and subscribe to the AJ Daily e-newsletter and our monthly magazine, the Angus Journal.

Most volunteer leaders learn on the job, through trial and error, and sometimes burnout. But what if you could start with the skills that really matter?In this episode, Tobi Johnson draws on 25+ years of experience to share the essential skills she wishes she had from day one. You'll learn why self‑regulation and emotional resilience are critical for preventing burnout and leading with clarity. She also breaks down strategic planning that connects program design, metrics, and budgets, including how to advocate for volunteer‑related expenses.Tobi also tackles change management and influence, especially when you don't have formal authority. Her participatory leadership approach helps you engage stakeholders, manage resistance, and build trusted teams. Plus, she offers a free worksheet to help you develop your personal leadership philosophy.If you're ready to lead with confidence and create lasting impact, this episode is your toolkit.Skills I Wish I Had – Episode Highlights [00:00] Introduction to Volunteer Management Skills[04:08] Top Nonprofit Volunteer Management Skills[08:46] Emotional Self-Regulation in Leadership[12:54] Strategic Planning for Nonprofits[17:08] Budgeting for Volunteer Programs[24:10] Change Management and Influence[31:12] Participatory Leadership and CollaborationHelpful Links Volunteer Management Fundamentals Live! Volunteer Nation Episode #185: To Burnout & Back – My Secret Struggle with Long COVIDVolunteer Nation Episode #022: My Fave 6 Nonprofit Leadership and Management Wins Volunteer Nation Episode #205: My Top Time Management Tips for Overwhelmed Volunteer ManagersVolunteer Nation Episode #186: Strategy vs Tactics – How to Include Both in Your Volunteer Planning Independent Sector Value of Volunteer TimeVolunteer Strategy Scorecard™ Volunteer Management Fundamentals Live!Summer Cohort: June 18 – July 24, 2026Learn the Essential Frameworks for Attracting and Engaging, Enthusiastic, Committed Volunteers with Less Stress and Greater Confidence. Thanks for listening to this episode of the Volunteer Nation podcast. If you enjoyed it, please be sure to subscribe, rate, and review so we can reach more people like you who want to improve the impact of their good cause.  For more tips and notes from the show, check us out at TobiJohnson.com. For any comments or questions, email us at WeCare@VolPro.net.

Your nonprofit hosted its first ever strategic planning retreat… and it was a complete disaster. So, what do you do now?? I'm joined by R. Perry Monastero, owner of RPM Consulting Group, to dig into a listener question that had us both saying "oof" out loud. A brand new board member sat through a nightmare retreat full of college-style exercises and definition debates. They want to help the board get back on track, but they don't want to step on toes as the newest person in the room. Real Listener Question: "We had our first ever strategic planning retreat, and it was a NIGHTMARE. We came up with words like 'diversity' and 'integrity' and sat around debating definitions for the entire retreat. Afterwards, the ED and president drafted a new mission statement and emailed it to the board with a litany of questions. I want to help us get back on track. What do I do?" Perry and I break down what strategic planning actually is, why this retreat probably wasn't really strategic planning at all, and how a new board member can navigate the situation gracefully. What You'll Learn: What real nonprofit strategic planning looks like versus what a lot of orgs end up doing Why a retreat without a facilitator is often a setup for disengagement Why "this could have been an email" is the millennial response to bad governance How to ask great questions as a new board member without ruffling feathers Why you don't have to do a deep-dive strategic plan every single time When to bring in outside expertise and where to find reliable nonprofit resources Bottom line: You wouldn't have your best friend clean your teeth instead of a dentist. So why would you skip professional support for one of the most important conversations your nonprofit will have? Resources from this Episode R. Perry Monastero / RPM Consulting Group: https://rpmcg.com BoardSource: https://boardsource.org National Council of Nonprofits: https://www.councilofnonprofits.org Standards for Excellence Institute: https://standardsforexcellence.org Episode Transcript: https://birkenlaw.com/wp-content/uploads/2026/06/CT166_Transcript.pdf Connect with Us Jess Birken: https://www.linkedin.com/in/jessbirken/ R. Perry Monastero: https://www.linkedin.com/in/perrymonastero/ Listen & Engage Listen on Apple Podcasts | Spotify | YouTube | Amazon Music Rate & Review on Apple Podcasts: Click "Ratings and Reviews" then "Write a Review" Send us your nonprofit questions: https://birkenlaw.com/podcast/#podcast-story   Stay Connected Sign up for the Birken Law Email list: https://birkenlaw.com/signup/   Follow us on Facebook, Instagram, Twitter

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check Financial Intelligence Toolkit Most business owners have sat through a strategy session that felt productive in the room and changed nothing back at the office.In this episode Steve breaks down the three biggest mistakes he sees business leaders make when doing strategy. Not because they are not smart or ambitious, but because nobody ever showed them what strategy actually requires before the vision work even starts.If your team keeps doing strategy but keeps staying stuck, this one is for you._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.LinkedIn | YouTube coltivar.com

This week on World Ocean Radio we are discussing an ocean-centric view of the world, one that incorporates reality-based actions and approaches centered on a vision of Hydraulic Society, Nature's protection, its sustainability, its true asset value, and recognition of the ocean's essential contributions to global health, welfare, and support.World Ocean Radio: 5-minute weekly insights in ocean science, advocacy, education, global ocean issues, marine science, policy, challenges, and solutions. Hosted by Peter Neill, Founder of W2O. Learn more at worldoceanobservatory.org

In this episode, Curtiss T. Stinis, MD, FACC, FSCAI, Clinical Professor of Medicine, Director of Peripheral Interventions, Interventional Cardiology, Scripps Clinic, joins the Becker's Healthcare Podcast to discuss the latest TAVR durability data, key differences between leading valve platforms, and what health system leaders need to understand about lifetime valve management.This episode is sponsored by Edwards Lifesciences.

When your industry is everywhere but almost invisible, how do you tell your story? And how can associations help members navigate tariffs, supply chain pressures, and changing market dynamics?In this episode of Associations Thrive, host Joanna Pineda interviews Emily Bardash, Executive Director of the American Wire Producers Association (AWPA). Emily discusses:How AWPA represents companies that manufacture wire and wire products, from bridge cables to tiny springs in Windex bottles.Why “wire is everywhere,” touching construction, infrastructure, agriculture, defense, medical devices, automotive parts, and everyday household products.How AWPA is a small but vital industry association with about 85 members, many of them family-owned businesses.Why association staff must understand each client's unique culture, including details like whether spouses are important at events.How AWPA shifted its advocacy focus from “free and fair access to wire rod” to “building a resilient wire industry across the full supply chain.”How strategic planning helped AWPA's board align around a new mission, vision, and playbook.How AWPA took risks with its annual conference, including booking a higher-end venue, stronger speakers, and better storytelling through photography and video.How AWPA is building momentum through advocacy, LinkedIn, facility tours with members of Congress, and more frequent Hill visits.References:AWPA Website

Have you ever had a moment where you thought:“I already messed up… I'll just start tomorrow”?In this episode, Dr. Stacy Heimburger breaks down why that single thought is often the exact moment people lose momentum—not the off-plan meal itself.You'll learn why emotional eating and “falling off track” are actually normal nervous system responses, how guilt deepens the restart cycle, and why consistency has far less to do with perfection than most people think.Dr. Stacy explains:why the brain reaches for food during stress and overwhelmhow dopamine and nervous system regulation impact eating behaviorsthe hidden pattern behind “I blew it” thinkingwhy restarting keeps reinforcing the cyclehow to use “same-day re-entry” instead of waiting until tomorrow, Monday, or next monthThis episode is practical, compassionate, and designed to help you stop turning one hard moment into a full spiral.Because real consistency is not about never going off track.It's about learning how to come back quickly.If you want support applying these tools in real life, join Lifestyle Support Monthly at: https://sugarfreemd.com/LSMFree 2-Pound Plan Call!Want to jump start your weight loss? Schedule a free call where Dr. Stacy Heimburger will work with you to create a personalized plan to lose 2 pounds in one week, factoring in your unique circumstances, challenges, and aspirations. Schedule now! www.sugarfreemd.com/2poundThis episode was produced by The Podcast Teacher: www.ThePodcastTeacher.com.

(13) Mary Kissel discusses Secretary Marco Rubio's budget focused on Iran, Ukraine, and China. Rubio emphasizes hemispheric security and the need for strategic planning to address malign influences in Cuba and Venezuela.1909

Credit union strategy takes center stage as Mark Ritter welcomes industry veteran Jay Murray to Credit Union Conversations. From teller to CEO, Jay's path through corporate credit union leadership shaped decades of collaboration within the credit union sector. He reflects on the financial crisis, regulatory gaps, and how shared services helped small institutions survive and scale. Jay also unpacks the importance of succession planning and why the cooperative model remains vital. His long-tail insight: Credit union succession planning strategies are essential for institutions that want to outlast their current leadership.What You Will Learn in This Episode: ✅ How credit union strategy evolves over decades, and why leaders who embrace credit union collaboration and shared services consistently outperform those who go it alone.✅ What the corporate financial crisis revealed about regulatory oversight and why understanding credit union history prepares today's leaders for tomorrow's risks.✅ Why succession planning at both the CEO and board level is the difference between an institution that thrives beyond its founder and one that quietly disappears.✅ How the cooperative model and financial literacy initiatives can position credit unions as indispensable community anchors in an increasingly corporate financial landscape.Subscribe to Credit Union Conversations for the latest credit union trends and insights on loan volume and business lending! Connect with MBFS to boost your credit union's growth today.TIMESTAMPS: 00:00 Jay Murray's origin story: from forestry dreams to credit union leadership and becoming a teller at a family savings and loan03:16 The early days of corporate credit union outreach, visiting 1,150 Pennsylvania credit unions 05:34 How Mid-Atlantic Corporate grew through mergers and rebranded as VIZO08:55 The financial crisis: what regulatory oversight missed and what the NCUA ultimately did 15:33 Building credit union collaboration through myCUservices and RKGO BIG19:57 Succession planning and forward-thinking board governance determine whether a credit union survives KEY TAKEAWAYS:

Strategic planning creates the space nonprofit organizations need to move from reactive decision-making toward shared clarity, intentional action, and stronger alignment. In this re-released episode of Nonprofit Mission: Impact, nonprofit strategy consultant Carol Hamilton outlines a comprehensive five-step strategic planning process designed to help organizations engage stakeholders meaningfully, navigate complexity, and create plans that stay alive beyond the final document. Rather than treating strategic planning as a one-time retreat or static document, Carol emphasizes: Why strategic planning is about alignment and shared understanding—not predicting the future How inclusive engagement builds buy-in and surfaces important perspectives The importance of balancing structure with flexibility in uncertain times Why equity and relationship-centered processes strengthen strategy The role of exploration and imagination before narrowing into priorities How organizations can avoid creating overwhelming "wish list" plans Why regular review processes are essential to keeping plans relevant How strategic planning can create an anchor in complex environments Episode Highlights [00:00] Why Strategic Planning Still Matters in Uncertain Times [02:00] What Strategic Planning Is—and What It Is Not [06:00] Why a Retreat Alone Is Not Enough [07:30] Step One: Kickoff and Orientation [10:00] Step Two: Equity and Stakeholder Engagement in the Discovery Phase [12:00] The Value of a Listening Tour [13:30] Step Three: Exploration and Imagining Possible Futures [15:30] Step Four: Moving from Big Ideas to Strategic Decisions [17:00] Why Mission and Vision Work Comes Later [18:00] Step Five: Planning, Action, and Operationalizing the Plan [20:00] Keeping the Plan Alive   About your podcast host: Carol Hamilton, principal of Grace Social Sector Consulting, helps nonprofits become more strategic and effective through inclusive strategic planning, evaluation design, and organizational assessment. With over 30 years of experience, she brings a practical, human-centered approach that helps organizations align around clear priorities and take meaningful action toward their mission. When she is not working with nonprofits to improve their strategy and alignment, you can find her reading a good book, making diary comics, having a dance party in the kitchen, swimming, biking or kayaking on the Anacostia River.   Be in Touch: ✉️ Subscribe to Carol's newsletter at Grace Social Sector Consulting and receive the Common Mistakes Nonprofits Make In Strategic Planning And How To Avoid Them

Building a full-time income on Amazon doesn't happen by accident...and it definitely doesn't happen by simply hoping your next sourcing trip or online deal search will magically change everything. In this episode of The Full-Time FBA Show, we're continuing our two-part series on building long-term success selling on Amazon. Last week, we talked about creating a system for finding a never-ending supply of inventory. This week, we're focusing on the strategic planning you need for every phase of your Amazon business, including the capital, guidance, proven plan, and accountability that can help you move toward sustainable, long-term success. Show Notes for this episode - http://www.fulltimefba.com/334 The Full-Time FBA Podcast Page - http://www.fulltimefba.com/podcast Subscribe to the Full-Time FBA Newsletter and get some helpful freebies - http://www.fulltimefba.com/    

The Enlightened Family Business Podcast Ep. 161: AI Is Coming Fast — What Family Businesses Should Do Now with Jack Potvin   In this episode of the Enlightened Family Business Podcast, host Chris Yonker is joined by AI product builder Jack Potvin for a fast-moving, practical conversation about artificial intelligence and what privately held and family businesses need to do — right now — to stay competitive. Jack built his AI foundation working on one of the world's first computer vision models for sports before the rise of large language models, and now dedicates his work to helping independent businesses harness this technology before the window closes. Chris and Jack make the case for why family businesses — historically outperformers — are at a critical inflection point: large corporations are pouring tens of billions into AI adoption, and the playing field will not stay level for those who wait. Together they explore what AI actually is, the two core value drivers of efficiency and capability expansion, where to start when your team is at zero, why governance policies matter more than most owners realize, which specific tools deliver immediate value, and what AI genuinely cannot replace — deep domain expertise, broken process diagnosis, and nuanced human judgment. They also dive into real-world case studies from a beverage manufacturer and an insurance agency that have completely transformed their operations through AI, and close with a grounded, practical framework for family business leaders ready to take their first meaningful steps. Episode Chapters ·       0:00   Welcome and Framing the Opportunity ·       1:00   Meet Jack Potvin — From Sports AI to Family Business Adoption ·       4:06   Why Family Businesses Are at a Competitive Inflection Point ·       7:28   What Is AI? Defining LLMs, Efficiency, and Capability Expansion ·       13:18  Should Your Company Have an AI Policy? ·       16:04  Addressing the Fear: Job Loss, Data Privacy, and the Real Risks ·       22:10  Where to Start: Daily Drivers, Existing Tools, and Filling the Gap ·       26:54  Best AI Tools Right Now: Read AI, Whisper Flow, Notion, Gamma ·       30:29  Operational Efficiency, Analytics, and Business Development ·       31:11  Two Real-World Case Studies: Beverage Manufacturer and Insurance Agency ·       35:23  What AI Is Great At — and Where Humans Must Lead ·       40:40  AI for Business Development, Outbound, and CRM Automation ·       45:59  Strategic Planning, Knowledge Bases, and Building Your Company's AI Brain ·       50:20  Q&A and Closing Resources   Websites ·       businessautomation.com ·       chrisyonker.com   About Jack Potvin Jack Ryan Potvin is an entrepreneur and AI strategist focused on helping businesses adopt practical artificial intelligence solutions that improve efficiency, decision-making, and competitive positioning. As the founder of Business Automation, Jack works with companies to integrate AI into everyday business operations — from automating workflows and improving internal knowledge systems to enhancing marketing, sales, and strategic insight. Jack specializes in translating rapidly evolving AI capabilities into practical tools that business leaders can implement today, without requiring large technical teams or massive technology investments. He is particularly passionate about helping family-owned and employee-owned companies adopt AI in ways that strengthen their long-term competitiveness while preserving the leadership values and culture that make these businesses successful.

Authority isn't about being the loudest voice in the room. It's about clarity, authenticity, and connecting your inner purpose to your message every time you hit record. On this episode of the Influential Voices of Authority Podcast, Erik K. Johnson sits down with Leslie, founder of Authentic Voice Leadership. Together, they reveal how you can use the mechanics and mindset of your voice to build real authority, trust, and connection in your niche.   Important Links: Get Dr. Leslie Davis' free guide: https://podcasttalentcoach.com/leslie Get your podcast audit with Erik at https://podcasttalentcoach.com/coaching Subscribe to the podcast: Apple Podcasts: http://www.PodcastTalentCoach.com/apple Spotify: http://www.PodcastTalentCoach.com/spotify Website: http://www.PodcastTalentCoach.com/podcasts   Episode Segments: 00:00 Discovering Passion for Authentic Voice Leadership 01:08 From Singer to Coach: Fusing Leadership, Education, Ministry 02:49 Launching a New Podcast with Strategic Planning 03:10 Lessons Learned from Hosting a Podcast for Moms 04:14 Navigating the Shift from Co-hosted to Solo Podcasting 05:09 Mindset and Authority: How Beliefs Shape Performance 06:06 Overcoming Imposter Syndrome and Building Confidence 07:54 Five Steps to Showing Up as Your Best Self 09:40 Mastering Voice Mechanics for Deeper Connection 10:10 Speaking to an Audience of One 11:31 The Real Challenge: Clarifying Core Values 12:31 A Client's Transformation: From Introvert to Authority 14:45 The Secret Sauce: Getting Grounded in Your Identity 16:03 Maintaining Confidence through Life's Challenges 17:23 Podcasting as a Platform for Opportunity 18:00 Impact Story: Speaking to 3,000 Live, Changing Lives 19:09 The Moment Listeners Reached Out 20:11 When Story and Song Inspire Radical Hope 21:35 Authority Means Touching Lives 22:23 The Role of Ego in Leadership and Influence 23:51 From False Humility to Authentic Leadership 24:35 Resource: Three Step Guide to Building a Trusted Voice 26:27 Vocal Leadership: Aligning Internal and External Voice 27:47 Ballroom Dancing as the Metaphor for Leadership 28:19 The Importance of Tenacity in Your Authority Journey   Key Takeaways: - Voice as Authority, Not Performance Leslie unmasks the myth that authority relies on being extroverted or flashy. Authority grows when you're grounded in your core values, aligned with your authentic voice, and willing to show vulnerability. - The Five Foundations of Thought Leadership From clarifying priorities to skill-building and stepping out to lead, mastering these elements ensures your voice doesn't just fill space, it creates impact. Each element—from voice mechanics to mindset—builds the internal and external resonance that moves audiences. - Why Speaking to One Is More Powerful Than Speaking to Thousands Whether you're podcasting, leading a summit, or coaching, trust is built when you address the individual—making your authority personal, memorable, and actionable. - Ego, Humility, and the Dance of Influence True authority is not about false humility or arrogance. It's about a healthy self awareness; recognizing your story matters and sharing it serves others who need to hear it. - From Listeners to Life Change Stories of listeners who found hope, healing, and renewed confidence trace directly to the internal work Leslie models and teaches.   Episode Highlights:  - Practical Tools for Your Next Step Download Leslie's in-depth Three Step Guide to Developing a Voice that Builds Trust and Radiates Authority. Discover how the voice's physical "house," emotional heartset, and "dance" of leadership work together for maximum impact. https://podcasttalentcoach.com/leslie   Connect with Dr. Leslie Baylis Davis:   Website: https://www.mindshiftll.com instagram.com/@lesliebaylis facebook.com/@drlesliebaylis https://www.linkedin.com/in/lesliebaylisdavis/   Next Week: We will talk with social media marketing expert Louise McDonnell. She will give you two places you're making the biggest mistakes when it comes to your social media marketing. She will also show you how to leverage your social media presence to grow your impact and authority.   Podcast Authority Audit You've published the episodes. You've stayed consistent. You know your content is good. And yet… You're not being seen as the authority in your niche Your podcast isn't creating the level of influence or opportunity you expected People listen—but they don't take action And you sound professional… but not unforgettable The truth? Consistency alone doesn't create authority. Intentional leadership does. Are you ready to turn your podcast into an authority engine and not just more content? Would you like to move from best-kept secret to recognized authority? Let me audit your podcast and find the gaps. Go to www.PodcastTalentCoach.com/coaching, click the button and apply to have a chat with me. We will uncover your authority positioning problem, develop your plan to succeed, and see how I can help and support you to achieve your podcast goals.   Get your podcast audit at www.PodcastTalentCoach.com/coaching. On the next episode, we'll talk with ... Until then, step into your authority. We'll see you next time.

https://traffic.libsyn.com/secure/bizpod/360.110-Strategic-Planning-2.mp3 Welcome back to the Business English Skills 360 podcast as we continue our look at strategic planning. A strong strategic plan begins with a clear vision. A vision statement describes what a company wants to achieve in the future and provides inspiration and direction. It helps employees understand the company’s long-term goals and keeps everyone focused on a shared purpose. Along with a vision statement, most companies also have a mission statement. The mission explains what the company does, who it serves, and how it operates. A clear mission helps guide decision-making by showing what the company values and what is most important to its success. Once a company understands its vision and mission, it can decide how to achieve them. Strategic planning is not about creating a long list of possible actions. Instead, it requires making choices about which actions will have the greatest impact. This means setting priorities and accepting that not every opportunity can be pursued. To improve strategic focus, companies should ask important questions. For example, which investments will create new opportunities? What is the best approach to growth? What new skills or strengths are needed to stay competitive? And how can major challenges or threats be addressed? Answering these questions helps leaders choose the best strategies and set clear priorities. Strategic thinking involves learning from past experience, understanding changes in the market, and recognizing that resources are limited. A good strategic plan also includes clear and measurable goals. These goals help employees understand what success looks like and allow the company to track its progress. When goals are measured and rewarded, teams are more likely to focus their efforts on achieving them. Members: Lesson Module | Quiz & Vocab | PDF Transcript Download: Podcast MP3>>> The post Skills 360 – Strategic Planning (2) first appeared on Business English Pod :: Learn Business English Online.

Do you feel like you're actually pretty consistent… until life gets busy?In this episode, Dr. Stacy breaks down one of the biggest reasons people feel stuck in the “start over” cycle:Most health plans are only designed for ideal days.When schedules change, stress increases, weekends get loose, or life becomes unpredictable, the plan disappears—and it can feel like everything falls apart.But the problem is not laziness, lack of motivation, or lack of discipline.The real problem is that most people do not have a version of their plan for busy days.In this conversation, Dr. Stacy explains:Why the brain struggles during chaotic schedulesHow cognitive overload affects decision-makingWhy “I'll start again tomorrow” is not a willpower issueHow to create realistic “busy day” and “bare minimum” plansWhy small actions matter more than perfectionHow flexible systems help build self-trust and consistencyThis episode is practical, compassionate, and deeply relatable for anyone who feels like they do well… until real life happens.If you want more support building sustainable systems that work in real life, come join Lifestyle Support Monthly.  www.sugarfreemd.com/LSMFree 2-Pound Plan Call!Want to jump start your weight loss? Schedule a free call where Dr. Stacy Heimburger will work with you to create a personalized plan to lose 2 pounds in one week, factoring in your unique circumstances, challenges, and aspirations. Schedule now! www.sugarfreemd.com/2poundThis episode was produced by The Podcast Teacher: www.ThePodcastTeacher.com.

Preaching for the Solemnity of the Trinity, Dr. Jennifer Kryszak invites us to reflect the Trinity by choosing courageous, honest relationships that mend division and build true peace:"We cannot be at peace with God if we are not at peace with ourselves and others"Dr. Jennifer Kryszak is the Director of Strategic Planning for the Franciscan Peace Center, a ministry of the Sisters of St. Francis, Clinton, Iowa. She also serves on the steering committee for Nuns Against Gun Violence. She holds a Ph.D. in religion from Duke University, where her ethnographic research focused on the intersection of visual practices and ecclesiology in a women religious congregation's mission for social and ecological justice. Jennifer lives in Illinois with her husband and daughter.Visit https://catholicwomenpreach.org/preaching/05312026 to learn more about Jennifer, to read her preaching text, and for more preaching from Catholic women.

https://traffic.libsyn.com/secure/bizpod/360.109-Strategic-Planning-1.mp3 Welcome back to the Business English Skills 360 podcast as we look at strategic planning. Many people think strategic planning is simply writing a document about business goals for the next few years. However, real strategic planning is much more than that. It is about asking important questions related to a company's vision, mission, values, and long-term direction. Strategic planning helps bring people together around a shared purpose. When teams and departments understand the same goals, they can work more effectively and see how their work fits into the bigger picture. This is why understanding the company, its people, its market position, and its business environment is very important. A key part of strategic planning is gathering the right information. Companies should not only look at their own performance, but also compare it with competitors. Businesses also need to think about future trends and changes in the market. One common tool used in strategic planning is the SWOT analysis, which stands for strengths, weaknesses, opportunities, and threats. Instead of simply making long lists, companies should focus on the most important areas and ask deeper questions. For example, businesses should think about which strengths are most valuable and whether those strengths will remain important in the future. Another useful tool is the PESTLE analysis, which looks at political, economic, social, technological, legal, and environmental factors. This approach helps companies understand outside forces that may affect future business decisions. Strategic planning should not involve only senior leaders. Strong companies include employees, customers, and partners in discussions and analysis. By collecting different ideas and information, businesses can create a clear vision and set better priorities for the future. Members: Lesson Module | Quiz & Vocab | PDF Transcript Download: Podcast MP3>>> The post Skills 360 – Strategic Planning (1) first appeared on Business English Pod :: Learn Business English Online.

If you've ever opened your fridge and thought, “I don't even know what to eat,” this episode is for you.Not because you don't know what to do—but because you're trying to decide in the wrong moment.In this episode, Dr. Stacy breaks down why food feels hard even when you have the knowledge—and how decision fatigue is quietly sabotaging your consistency.She walks you through a completely different approach to eating—one that removes daily decision pressure and replaces it with simple, repeatable systems that actually work in real life.You'll learn:Why “I know what to eat, I just don't do it” isn't the real problemHow your brain defaults to fast and easy when it's tiredThe hidden way variety is working against your consistencyA simple 3-part system to make food decisions easierHow to stop starting over and start following throughIf you're tired of overthinking food and want something that actually feels doable—this is your next step.

Most plans don't fail from effort—they fail from what's missing. In part 2, Dave uncovers the hidden gaps that could be stalling your success—and how to turn your plan into real, consistent results.    

In this episode, Steve Moorehead, Vice President of Product, Strategic Planning and Performance Management at Blue Cross Blue Shield of Massachusett, and Marc Pierce, Principal at ECG Management Consultants, discuss why client retention has become a growing challenge for health plans and how organizations can use data-driven insights to identify risk earlier.This episode is sponsored by ECG Management Consultants.

Today's guest is Roberta Katz, Liz's faculty advisor at Stanford last year. Roberta is so fun to talk to. She's a senior research scholar at the Center for Advanced Study in the Behavioral Sciences at Stanford and a PhD Anthropologist. She is the author of the book Gen Z, Explained, a project she describes to Liz as a "second glass of wine idea." Roberta also holds as a law degree, and was previously the General Counsel of McCaw Cellular Corporation (now AT&T Wireless) and then of Netscape Corporation. From 2004 to 2017, she served under Stanford University Presidents John Hennessy and Marc Tessier-Lavigne as the Associate Vice president for Strategic Planning at Stanford.Sponsor:Welcome to our new sponsor Stanford Federal Credit Union. To use their $625 New Member offer, go to sfcu.org/liznessHOMEWORK: For more on Roberta Katz and her research on Gen Z, here are links to her book and a couple of podcast interviews:Book: GenZ Explained - The Art of Living in a Digital Age by Roberta Katz, Sarah Ogilvie, Jane Shaw and Linda WoodheadPodcast Interview: 4 Quarter Lives https://www.youtube.com/watch?v=d8r7TNxyxw4The Minor Consult from Stanford MedicineIntergenerational anthropological field work recommended by Leah! Talk to a Gen Z or Millennial in your life, ask them what's going on and how they feel about it. Tell them about the upheavals that you remember from growing up and how you felt and how you processed.Find an activity that occurs on a semi-regular basis that you can join, like a book club or art class or whatever, that puts you around folks of all ages. If you are new to Lizness School, we suggest you listen to Season 1 to hear all about Liz's year as a Stanford Fellow. Everything from Neuroscience and Chinese History to Pickleball! Plus a great community experience with her fellow DCI Fellows.Season 2 is about how she puts her lessons to work in the wild with the help of her millennial mentor Leah Sutherland.To listen to Liz +. Leah's recap of Lizness School Season 1, go to our FINALE here.For more on Liz Dolan, go to ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠For more on Liz's work in podcasting, go to ⁠⁠⁠⁠Satellite Sisters⁠⁠⁠⁠Follow Lizness School on all podcasting platforms including ⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠ and ⁠⁠⁠⁠Spotify.⁠⁠⁠⁠On Instagram, follow the show at ⁠⁠⁠⁠https://www.instagram.com/liznessschool/⁠⁠⁠⁠ and follow Liz at ⁠⁠⁠⁠https://www.instagram.com/satellitesisterliz/⁠⁠⁠⁠.Follow Producer and Millennial Mentor Leah Sutherland @leahhsutherlandd on Instagram and Leah Sutherland on LinkedIn. To email Lizness School with your own voice memos/questions/thoughts/suggestions for Liz or Leah, use ⁠⁠⁠⁠liznessschool@gmail.comThe Distinguished Careers Institute is a unique program for late career people. Fellows are graduate students at Stanford University, able to take classes in any area. ⁠⁠⁠⁠Complete information here.⁠⁠⁠⁠Email the podcast ⁠⁠⁠⁠liznessschool@gmail.com ⁠See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

You might have the goal—but what if your plan is quietly setting you up to miss it? In this episode, Dave reveals the overlooked gaps that could be costing you results—and how to fix them fast.

Leadership expert Patrick Lencioni spent nearly 20 years feeling drained and frustrated at work, despite loving his job and the people around him. As the CEO of his own firm, he was constantly pulled into tasks that fell outside his natural strengths, with no clear understanding of why it was killing his productivity and energy. That frustration led him to create the Working Genius framework, transforming how leaders and entrepreneurs approach team building. In this episode, Patrick breaks down the six working geniuses to help you build teams where people find genuine fulfillment at work. In this episode, Hala and Patrick will discuss:  (00:00) Introduction (01:18) The Origin Story of Working Genius (04:19) Finding Joy and Energy at Work (08:05) Defining the Six Working Geniuses (20:51) Applying Working Genius to Entrepreneurship (30:51) How to Apply Your Assessment Results (35:18) Doing Work You Don't Enjoy (38:32) Working Genius Assessment vs. Personality Traits (50:18) The Three Stages of Teamwork (59:02) Using Working Genius for Better Hiring (01:03:56) Identifying and Fixing Team Genius Gaps (01:15:33) Tips for Running Better Meetings (01:22:35) Daily Habits for Personal Success Patrick Lencioni is a bestselling author, speaker, and founder of The Table Group, specializing in organizational health and leadership. He has spent over 25 years helping leaders build high-performing teams and improve workplace culture. Patrick is the author of multiple business classics, including The Five Dysfunctions of a Team and The Six Types of Working Genius. His work has impacted millions of leaders and entrepreneurs worldwide. Sponsored By: Huel - Get over $50 in savings with the Discovery Bundle from Huel. Use my exclusive code YAP15 for 15% off at huel.com/yap15. Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/profiting Shopify - Start your $1/month trial at Shopify.com/profiting. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Intuit - Start paying bills the smart way, not the hard way. Learn more at QuickBooks.com/billpay AT&T Business - Power your small business with reliable connectivity from AT&T. Switch today at business.att.com.  Fabric - Protect your family with term life insurance from Fabric by Gerber Life. Apply today in just minutes at meetfabric.com/profiting  ZocDoc - Stop putting off those doctors' appointments. Find and instantly book a doctor you love today at Zocdoc.com/PROFITING  Blinkist - Turn the world's best nonfiction books into quick 15-minute reads or listens. Grab your free trial plus an exclusive 30% discount at blinkist.com/profiting  Resources Mentioned: Patrick's Book, The Five Dysfunctions of a Team: bit.ly/-TFDOAT  Patrick's Book, Death by Meeting: bit.ly/PL-DBM  Patrick's Book, The 6 Types of Working Genius: bit.ly/T6TOWG  Patrick's Book, The Ideal Team Player: bit.ly/PL-TITP  Patricks' Company: The Table Group: tablegroup.com  Working Genius Assessment: workinggenius.com/profiting  YAP E394 with Patrick Lencioni:  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Networking, Goal Setting, Time Management, Problem Solving, Decision Making, Leadership Skills, Strategic Planning