The WealthAbility Show with Tom Wheelwright, CPA

Impact Filter Strategy

May 2, 2024

Join Tom Wheelwright as he explores the Impact Filter Strategy with guest Dan Sullivan, founder of The Strategic Coach Inc. They discuss how to determine the success of big ideas, set criteria for success, and the simplicity of getting started. Learn how to align your team, the power of naming, practical insights for meetings, decision-making, team motivation, and improving business through strategic coaching.

36:22

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Episode guests

Dan Sullivan

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Episode notes

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Quick takeaways

Utilizing the Impact Filter tool helps entrepreneurs predetermine project success by structuring projects based on their impact and ensuring commitment and clarity before involving others.

Naming projects distinctly and setting clear success criteria with quantifiable metrics helps entrepreneurs align teams, instill confidence, and evaluate project success effectively.

Deep dives

Understanding the Impact Filter Tool for Project Success

Utilizing the Impact Filter tool, entrepreneurs can predetermine project success by structuring projects based on their impact. Developed by Dan Sullivan, this tool focuses on selling oneself on a project before involving others, ensuring commitment and clarity. By setting clear success criteria and ideal outcomes, the impact filter serves as a thinking program for entrepreneurs to streamline project prioritization and execution.

Introduction

3min

Mastering Idea Filter for Team Alignment

9min

The Power of Naming

18min

Practical Insights on Using the Impact Filter in Meetings and Book Recommendation

2min

Exploring the Critical Role of the Impact Filter Strategy in Decision-Making and Team Motivation

2min

Communication Timing and Business Improvement with Strategic Coach

2min

Join Tom Wheelwright as he discovers a tool to pre-determine success for every idea, project or business goal with guest, strategic coach, and author - Dan Sullivan. Dan Sullivan is founder and president of The Strategic Coach Inc. Through Strategic Coach ® and its successful coaching program, Dan works to help entrepreneurs reach their full potential in both their business and personal lives. Dan has over 40 years’ experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups. He is author of over 30 publications, including The Great Crossover, The 21st Century Agent, Creative Destruction, and How The Best Get Better ®; as well as co-author of The Laws of Lifetime Growth and The Advisor Century. In this episode, learn how to determine if your next big idea will succeed or fail, the success criteria to set for yourself and your team, and how simple it is to get started so you can make the biggest impact for your business and life. Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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The WealthAbility Show with Tom Wheelwright, CPA

Impact Filter Strategy

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Understanding the Impact Filter Tool for Project Success

Significance of Naming and Defining Project Purpose

Measuring Success Ratios and Proactive Communication

Remember Everything You Learn from Podcasts